ZION INSTITUTE: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ZION INSTITUTE (EIN 83-0370609)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202323199349316637
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T15:12:11-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 860611246 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICE KONG & CO CPA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5300 N CENTRAL AVE 200 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 850121410 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830370609 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZION INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZION | BusinessNameControlTxt |
| Phone | 6022687502 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5644 S 16TH ST | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85040 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHAWN M PEARSON | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 6022687502 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SHAWN | PersonFirstNm |
| Person Last | PEARSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN K WALKER CPA | PreparerPersonNm |
| PTIN | P00630361 | PTIN |
| Phone | 6027766300 | PhoneNum |
| Preparation | 2023-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SHAWN M PEARSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1804 E DUNBAR DRIVE | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,627,465 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://THEZIONINSTITUTE.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2018 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | ZION'S MOST SIGNIFICANT ACTIVITIES INCLUDE EARLY CHILDHOOD EDUCATION PROGRAMS, INTEGRATED HEALTH SERVICES, FAMILY PRESERVATION SERVICES, AND FOSTER CARE PROVIDER LICENSING. IT IS OUR ENDEAVOR TO BUILD HEALTHY CHILDREN, FAMILIES AND COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 40 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $878,670 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,306,105 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $655,167 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,290,144 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $42,800 | PYOtherRevenueAmt |
| CY Other Revenue | $31,216 | CYOtherRevenueAmt |
| PY Total Revenue | $1,576,638 | PYTotalRevenueAmt |
| CY Total Revenue | $2,627,465 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $407,914 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $832,187 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,307 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $886,860 | PYOtherExpensesAmt |
| CY Other Expenses | $1,951,823 | CYOtherExpensesAmt |
| PY Total Expenses | $1,294,774 | PYTotalExpensesAmt |
| CY Total Expenses | $2,784,010 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $281,864 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$156,545 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $329,925 | TotalAssetsBOYAmt |
| Total Assets EOY | $494,925 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $351,835 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $691,544 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$21,910 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$196,619 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ZION INSTITUTE, WITH OUR NETWORK OF SERVICE PARTNERS, PROVIDES RESOURCES TO INDIVIDUALS AND ORGANIZATIONS DESIGNED TO STIMULATE ECONOMIC GROWTH, REVITALIZE NEIGHBORHOODS, AND STRENGTHEN SOCIAL BONDS AMONG PEOPLE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,170,706 | ExpenseAmt |
| Revenue | $1,290,144 | RevenueAmt |
| Desc | ZION INSTITUTE, WITH OUR NETWORK OF SERVICE PARTNERS, HAS PROVIDED RESOURCES TO INDIVIDUALS AND ORGANIZATIONS THAT STIMULATED ECONOMIC GROWTH, REVITALIZED NEIGHBORHOOD PROGRAMS, AND STRENGTHENED THE SOCIAL BONDS AMONG PEOPLE. ZION LEVERAGED VOLUNTEERS FOR SOCIAL CAPITAL THAT WAS VALUED AT 198,693.00. | Desc |
| Total Program Service Expenses | $2,170,706 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | false | ScheduleORequiredInd |
| IRP Document | 50 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 40 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (true) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (true) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZION INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6022687502 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5644 S 16TH ST | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85040 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| SHAWN M PEARSON | ||||||
| CEO | 40.00 | Yes (X) | $98,000 | $0 | $0 | |
| RICHARD WILLIAMS | ||||||
| TREASURER | 2.00 | $84,000 | $0 | $0 | Yes (X) | |
| GABRIEL CAMPOS | ||||||
| SECRETARY | 2.00 | $0 | $0 | $0 | Yes (X) | |
| JQUANE HILL | ||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | ||
| NAVARRO WHITAKER | ||||||
| CHAIRMAN | 2.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $182,000 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $744,284 | GovernmentGrantsAmt |
| All Other Contributions | $561,821 | AllOtherContributionsAmt |
| Total Contributions | $1,306,105 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| FEE FOR SERVICE | 611710 | $826,432 | $826,432 |
| PROGRAM FEES | $425,099 | $425,099 | |
| DAYCARE SERVICE INCOME | $36,687 | $36,687 | |
| COUNSELING | $1,926 | $1,926 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,290,144 | TotalProgramServiceRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PPP LOAN FORGIVNESS | $30,631 | $30,631 | |
| MISC INCOME | $585 | $585 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $31,216 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,627,465 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,290,729 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $30,631 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $702,198 | TotalAmt |
| Program Services | $702,198 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,475 | TotalAmt |
| Program Services | $61,475 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,514 | TotalAmt |
| Program Services | $68,514 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,034 | TotalAmt |
| Management And General | $135,034 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,011 | TotalAmt |
| Program Services | $1,011 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,303 | TotalAmt |
| Program Services | $2,303 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $776,821 | TotalAmt |
| Program Services | $772,514 | ProgramServicesAmt |
| Fundraising | $4,307 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,822 | TotalAmt |
| Program Services | $74,822 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,031 | TotalAmt |
| Program Services | $10,704 | ProgramServicesAmt |
| Management And General | $47,327 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,842 | TotalAmt |
| Management And General | $39,842 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $386,049 | TotalAmt |
| Management And General | $386,049 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,585 | TotalAmt |
| Program Services | $21,585 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $745 | TotalAmt |
| Management And General | $745 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,945 | TotalAmt |
| Program Services | $77,945 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,044 | TotalAmt |
| Program Services | $64,044 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| CONTRACTORS | $311,375 | $311,375 |
| LICENSE FEES | $1,280 | $1,280 |
| DUES & SUBSCRIPTIONS | $936 | $936 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,784,010 | TotalAmt |
| Program Services | $2,170,706 | ProgramServicesAmt |
| Management And General | $608,997 | ManagementAndGeneralAmt |
| Fundraising | $4,307 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,152 | BOYAmt |
| EOY | -$434 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,010 | BOYAmt |
| EOY | $12 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,229 | BOYAmt |
| EOY | $343,273 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,900 | BOYAmt |
| EOY | $4,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $226,019 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $77,945 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,634 | BOYAmt |
| EOY | $148,074 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $329,925 | BOYAmt |
| EOY | $494,925 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $433,538 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239,331 | BOYAmt |
| EOY | $179,900 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,504 | BOYAmt |
| EOY | $78,106 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $351,835 | BOYAmt |
| EOY | $691,544 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,887 | BOYAmt |
| EOY | $7,887 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$29,797 | BOYAmt |
| EOY | -$204,506 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$21,910 | BOYAmt |
| EOY | -$196,619 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $329,925 | BOYAmt |
| EOY | $494,925 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$156,545 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | -$18,164 | PriorPeriodAdjustmentsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $24,759 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $186,465 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $878,670 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,306,105 | CurrentTaxYearAmt |
| Total | $2,395,999 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $298,375 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $257,805 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $655,168 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,290,729 | CurrentTaxYearAmt |
| Total | $2,502,077 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $323,134 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $444,270 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,533,838 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,596,834 | CurrentTaxYearAmt |
| Total | $4,898,076 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $4,898,076 | PublicSupportTotal509Amt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $41,800 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,631 | CurrentTaxYearAmt |
| Total | $71,431 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $323,134 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $444,270 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,575,638 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,626,465 | CurrentTaxYearAmt |
| Total | $4,969,507 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98560 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98220 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO RELATED PARTY | $57,523 |
| PAYROLL LIABILITIES | $20,583 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $78,106 | TotalLiabilityAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III | (LINE 2) OBSERVED CHALLENGES AFTER 10 YEARS OF SERVING IN SOUTH MOUTAIN VILLAGE PASSION NOT EQUAL TO CAPACITY NEEDED FOR MEETING COMMUNITY NEEDS CHALLENGES EXIST ACROSS ALL SECTORS - LIMITED RESOURCES TO SERVE THE COMMUNITY, PROGRAM FOCUS IS TOO NARROW OR TOO BROAD, POOR COMMUNICATION/MARKETING, LIMITED NETWORKING/PARTNERSHIPS, AND LITTLE OR NO UTILIZATION OF TECHNOLOGY. |
| FORM 990, PART VI | (LINE 2)SHAWN PEARSON AND ERICK PEARSON ARE RELATED BY MARRIAGE. (LINE 4)IMPROVE THE ECONOMY OF A COMMUNITY BY INCREASING THE INCOME AND WEALTH OF THE RESIDENTS AND STIMULATING PRIVATE INVESTMENTS. ENHANCE THE PHYSICAL NATURE OF THE NEIGHBORHOOD, FROM ITS HOUSING TO ITS SHOPPING AREAS,TRANSPORTATION, PUBLIC SPACES, AND ENVIRONMENT. STRENGTHEN THE SOCIAL BONDS AMONG THE PEOPLE IN THE NEIGHBORHOOD - THEIR NEIGHBORLINESS,THEIR READINESS TO COLLABORATE, THEIR WILLINGNESS TO SUPPORT INITIATIVES THAT WOULD INCREASE JOB OPPORTUNITIES, AND TO SOCIALIZE WITH ONE ANOTHER. (LINE 8B)THERE ARE NO COMMITTEES THAT MAKE DECISIONS ON BEHALF OF THE GOVERNING BODY. (LINE 11) COPY OF THE FORM 990 WAS GIVEN TO THE SECRETARY FOR GOVERNING BODY TO REVIEW THE RETURN. THE ACCOUNTING WAS PREVIOUSLY DONE AND THE FORM 990 WAS PREPARED FROM FINANCIALS. THE PREPARER GOES OVER CERTAIN KEY AREAS OF THE FORM 990 AND ANSWERS ANY QUESTIONS THE BOARD MAY HAVE. (LINE 12C) THE CONFLICT OF INTEREST POLICY REQUIRES A DUTY TO DISCLOSE IN WRITING ANY CONFLICTS OF INTEREST TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS WILL VOTE TO AUTHORIZE OR REJECT THE TRANSACTION AND WILL TAKE ANY NECESSARY ACTION TO ADDRESS THE POTENTIAL CONFLICT. THE INTERESTED PERSON SHALL NOT PARTICIPATE IN ANY DISCUSSION OR VOTE RELATING TO THE RESOLUTION OF THE POTENTIAL CONFLICT OF INTEREST. (LINE 19)THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. ZION HAS ADDED INTEGRATED HEALTHCARE AND FOSTER CARE PROGRAMS TO THE OFFERINGS AS OF OCTOBER 2021. |
| FORM 990, PAGE 6, PART VI, LINE 2 | ZION INSTITUTE ZION INSTITUTE CEO DIRECTOR IN-LAWS |
| FORM 990, PAGE 6, PART VI, LINE 11B | . |
| FORM 990, PAGE 6, PART VI, LINE 12C | . |
| FORM 990, PAGE 6, PART VI, LINE 19 | NO DOCUMENTS AVAILABLE TO THE PUBLIC |
| FORM 990, PART IX, LINE 11G | CHILDCARE PROGRAM SUPPLIES 34,174 0 0 COMMUNITY ENGAGEMENT 60,090 0 0 STAFFING AGENCY 150 0 0 PAYROLL SERVICE FEES 1,216 0 0 FUNDRAISING EXPENSES 0 0 4,307 TRAINING & DEVELOPMENT 35,289 0 0 PROFESSIONAL DEVELOPMENT 19,862 0 0 CONTRACT SERVICES 621,733 0 0 TOTAL 772,514 0 4,307 |
| FORM 990, PART XI | (LINE 9) TOTAL CHANGES IN NET ASSETS OR FUND BALANCE AMOUNTS ARE REFLECTED FROM THE OPENING BALANCE(7886) AND RETAINED EARNINGS ACCOUNT (208899) WHICH ARE REFLECTED ON THE BALANCE SHEET. |