Civic Intelligence

Greater Horizons

990 • Fiscal year 2013 • EIN 20-0849590

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 15, 2014

1055 BroadwaySuite STE 13064105

(816) 842-0944

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

87th percentile

0.80x

Higher debt load relative to assets than 87% of similar nonprofits.

2013 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2013

Liabilities / Revenue

84th percentile

1.53x

Higher debt load relative to revenue than 84% of similar nonprofits.

2013 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2013

Net Margin

95th percentile

60%

Higher net margin than 95% of similar nonprofits.

2013 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2013

Top Officer Pay

12th percentile

$331,386

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2013 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2013

Asset Growth

98th percentile

55%

Faster asset growth than 98% of similar nonprofits.

2013 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$382,718,567

Up $136,505,487 (+55%) from 2012

Net Assets

Up

$77,584,726

Up $24,361,611 (+46%) from 2012

Liabilities

Up

$305,133,841

Up $112,143,876 (+58%) from 2012

Revenue

$199,073,375

No earlier filing loaded for comparison.

Expenses

Up

$80,605,511

Up $34,528,586 (+75%) from 2012

Net Income

$118,467,864

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0B$2.0B$1.0B$0Assets 2010: $121,377,750Liabilities 2010: $101,413,019Net Assets 2010: $19,964,7312010Assets 2011: $168,237,784Liabilities 2011: $141,623,574Net Assets 2011: $26,614,2102011Assets 2012: $246,213,080Liabilities 2012: $192,989,965Net Assets 2012: $53,223,1152012Assets 2013: $382,718,567Liabilities 2013: $305,133,841Net Assets 2013: $77,584,7262013Assets 2014: $554,649,328Liabilities 2014: $424,967,853Net Assets 2014: $129,681,4752014Assets 2015: $654,255,006Liabilities 2015: $529,265,480Net Assets 2015: $124,989,5262015Assets 2016: $856,444,616Liabilities 2016: $588,203,901Net Assets 2016: $268,240,7152016Assets 2017: $1,010,739,526Liabilities 2017: $679,834,922Net Assets 2017: $330,904,6042017Assets 2018: $1,084,480,172Liabilities 2018: $752,895,756Net Assets 2018: $331,584,4162018Assets 2019: $1,366,583,482Liabilities 2019: $873,094,399Net Assets 2019: $493,489,0832019Assets 2020: $1,654,842,327Liabilities 2020: $996,942,064Net Assets 2020: $657,900,2632020Assets 2021: $2,098,543,244Liabilities 2021: $1,130,357,033Net Assets 2021: $968,186,2112021Assets 2022: $1,998,101,350Liabilities 2022: $878,962,077Net Assets 2022: $1,119,139,2732022Assets 2023: $2,065,376,955Liabilities 2023: $263,194,231Net Assets 2023: $1,802,182,7242023Assets 2024: $2,782,672,021Liabilities 2024: $289,948,454Net Assets 2024: $2,492,723,5672024

Highlighted filing

2013

Assets$382,718,567
Liabilities$305,133,841
Net Assets$77,584,726

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0B$500M$0-$500MExpenses 2010: $13,350,9882010Expenses 2011: $43,943,6372011Expenses 2012: $46,076,9252012Revenue 2013: $199,073,375Expenses 2013: $80,605,511Net Income 2013: $118,467,8642013Revenue 2014: $240,046,745Expenses 2014: $72,138,397Net Income 2014: $167,908,3482014Revenue 2015: $234,934,995Expenses 2015: $123,937,037Net Income 2015: $110,997,9582015Revenue 2016: $293,057,909Expenses 2016: $125,349,519Net Income 2016: $167,708,3902016Revenue 2017: $226,443,750Expenses 2017: $135,251,986Net Income 2017: $91,191,7642017Revenue 2018: $353,945,159Expenses 2018: $164,815,996Net Income 2018: $189,129,1632018Revenue 2019: $361,566,026Expenses 2019: $236,356,112Net Income 2019: $125,209,9142019Revenue 2020: $502,654,342Expenses 2020: $303,637,909Net Income 2020: $199,016,4332020Revenue 2021: $676,018,303Expenses 2021: $444,014,065Net Income 2021: $232,004,2382021Revenue 2022: $608,706,300Expenses 2022: $406,566,754Net Income 2022: $202,139,5462022Revenue 2023: $890,380,325Expenses 2023: $937,843,889Net Income 2023: -$47,463,5642023Revenue 2024: $754,144,636Expenses 2024: $239,432,860Net Income 2024: $514,711,7762024

Highlighted filing

2013

Revenue$199,073,375
Expenses$80,605,511
Net Income$118,467,864
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 15, 2014
Return Version
2013v3.1
Gross Receipts
$336,714,109
Mission and Program Overview

Mission

Greater horizons helps donors across the entire region connect with local and national charitable causes and encourages donors to reconnect with causes in their hometown.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$201,927,493$320,132,216▲ $118,204,723
Savings and Temporary Cash Investments$36,763,445$55,870,203▲ $19,106,758
Investments Other Securities$3,266,044$3,474,720▲ $208,676
Pledges and Grants Receivable$1,822,583$2,399,554▲ $576,971
Cash and Non-Interest-Bearing Accounts$1,997,303$475,531▼ $1,521,772
Land, Buildings, and Equipment, Net$227,377$113,214▼ $114,163
Accounts Receivable$89,515$103,714▲ $14,199
Prepaid Expenses and Deferred Charges$69,320$99,415▲ $30,095
Other Notes and Loans Receivable, Net$50,000$50,000→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$246,213,080$382,718,567▲ $136,505,487
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$190,686,468$302,383,517▲ $111,697,049
Accounts Payable and Accrued Expenses$1,033,391$1,405,659▲ $372,268
Grants Payable$1,270,106$1,344,665▲ $74,559
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$192,989,965$305,133,841▲ $112,143,876
Net Assets / Fund Balance
Unrestricted Net Assets$53,223,115$77,584,726▲ $24,361,611
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$53,223,115$77,584,726▲ $24,361,611
Total Liabilities and Net Assets / Fund Balance$246,213,080$382,718,567▲ $136,505,487

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$113,214$366,709$479,923

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$13,807,792$4,588,136▲ $1,973,107$144,084$18,821,952
2012$10,518,037$2,739,783▲ $1,255,639$13,089$13,807,792
2011$9,629,032$1,774,859▼ $330,057$8,827$10,518,037
2010$228,488$8,934,392▲ $1,152,023$806$9,629,031
2009$26,614$197,621▲ $4,642$0$228,489
Compensation and Service Providers

Employees

NameTitleOtherTotal
Jim HinsonDirector/vice Chairperson$186,962$186,962

Board Members and Trustees

NameTitle
William S BerkleyDirector/chairperson
Anne D St PeterDirector/past Chairperson
Deborah WilkersonDirector/president
Deryl W WynnDirector/secretary
Robert D RegnierDirector/treasurer
Brenda ChumleyExecutive Director
Revenue and Support

Revenue Composition

Contributions and Grants
$174,464,145
Program Service Revenue
$0
Investment Income
$24,623,384
Other Revenue
$-14,154
All Other Contributions
$173,832,498
Change in Net Assets
$118,467,864

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded183$119,455,052Fair Market Value
Food Inventory1$50,561Fair Market Value
Other Non Cash Contri Table6$44,773Appraisal
Total Noncash Contributions190$119,550,386-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$64,547,927
Other Expenses$16,057,584
Total Fundraising Expense$98,735
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$64,455,998--$64,455,998
Fees for Service Investment Mgmnt Fees$737,387$491,591-$1,228,978
Fees for Services Other$575,910$287,955$95,985$959,850
Other Expenses$713,843--$713,843
Foreign Grants$91,929--$91,929
Fees for Services Accounting$16,501$8,250$2,750$27,501
Office Expenses-$11,537-$11,537
Fees for Services Legal-$4,175-$4,175
Total Functional Expenses$79,703,268$803,508$98,735$80,605,511
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
94-2681680-501(c)(3)Public & Societal$1,280,000
13-5563422-501(c)(3)Religion-Related$500,000
56-2089795-501(c)(3)Crime/Legal-Related$495,000
39-0743975-501(c)(3)Education$423,897
48-0697704-501(c)(3)philanthropy$377,813
48-0543782-501(c)(3)Animal-Related$350,000
74-2244146-501(c)(3)Health Care$350,000
91-1148123-501(c)(3)Diseases, Disorders$322,660
--501(c)(3)Education$315,000
27-0436182-501(c)(3)Education$250,000
74-2509544-501(c)(3)Health Care$250,000
13-3433452-501(c)(3)Philanthropy$233,600
44-0552491-501(c)(3)Terracon Foundation$150,000
45-4968022-GovernmentPublic & Societal$129,848
23-7450004-501(c)(3)Education$125,000
44-0563788-501(c)(3)Education$110,000
84-0902211-501(c)(3)Education$100,000
54-1538212-GovernmentEducation$99,197
36-3324972-501(c)(3)Education$88,000
74-2050021-501(c)(3)Comm. Improvement$80,000
26-1448551-501(c)(3)Education$79,540
48-0548361-501(c)(3)Education$75,000
48-0679836-501(c)(3)Public & Societal$75,000
27-3493939-501(c)(3)Diseases, Disorders$70,000
13-5655952-501(c)(3)Animal-Related$62,500
43-1322559-501(c)(3)Youth Development$62,500
75-2890371-501(c)(3)Food, Agriculture$58,000
26-1706394-501(c)(3)Recreation & Sports$55,000
53-0196515-501(c)(3)Religion-Related$55,000
51-0465877-501(c)(3)Best Practices Conf.$50,000
57-1172339-501(c)(3)Education$50,000
11-3590204-501(c)(3)Housing & Shelter$50,000
23-2734689-501(c)(3)Education$50,000
13-1681983-501(c)(3)Public Safety$50,000
48-6004529-501(c)(3)Health Care$50,000
36-4505424-501(c)(3)Food, Agriculture$50,000
48-0722166-501(c)(3)Education$50,000
94-6167964-501(c)(3)education$50,000
94-2814155-501(c)(3)Education$50,000
--501(c)(3)Religion-Related$50,000
--501(c)(3)Youth Development$50,000
43-1923000-501(c)(3)Health Care$44,000
75-2440342-501(c)(3)Arts, Culture$42,549
95-1875978-501(c)(3)International$40,000
95-4467830-501(c)(3)Environment$40,000
20-1266177-501(c)(3)Religion-Related$38,800
11-2450065-501(c)(3)Education$37,948
63-6005396-501(c)(3)Education$35,000
04-3726675-501(c)(3)Philanthropy$34,071
48-1245980-501(c)(3)Religion-Related$33,000
80-0779168-501(c)(3)religion-related$33,000
82-0550909-501(c)(3)Religion-Related$31,300
--501(c)(3)Arts, Culture$30,000
68-0458437-501(c)(3)Philanthropy$27,500
65-0455721-501(c)(3)Health Care$27,000
48-6036239-501(c)(3)Religion-Related$25,000
37-1554432-501(c)(3)Mental Health$25,000
46-1341934-501(c)(3)Education$25,000
31-1140515-501(c)(3)Public & Societal$25,000
36-2169147-501(c)(3)Comm. Improvement$25,000
95-1810837-501(c)(3)Health Care$25,000
44-6001495-501(c)(3)Recreation & Sports$25,000
44-0547802-501(c)(3)Religion-Related$25,000
--501(c)(3)Arts, Culture$25,000
94-2861667-501(c)(3)Religion-Related$24,000
36-4041525-501(c)(3)Religion-Related$20,000
48-0895779-501(c)(3)Education$20,000
85-0403860-501(c)(3)Science & Technology$20,000
42-1589809-501(c)(3)Education$19,171
--501(c)(3)Environment$19,000
23-7035423-501(c)(3)Religion-Related$18,000
--501(c)(3)Education$18,000
11-3254483-GovernmentPublic & Societal$17,940
23-2220051-501(c)(3)Housing & Shelter$17,402
--501(c)(3)Religion-Related$17,000
94-6036494-501(c)(3)Arts, Culture$16,985
44-0625174-501(c)(3)Youth Development$15,000
26-4085780-501(c)(3)Religion-Related$15,000
48-0629706-501(c)(3)Religion-Related$15,000
62-1471789-501(c)(3)Education$15,000
--501(c)(3)Health Care$15,000
--501(c)(3)education$14,892
26-0537053-501(c)(3)Education$14,800
27-2486484-501(c)(3)Religion-Related$12,000
74-2122979-501(c)(3)Religion-Related$12,000
--501(c)(3)Religion-Related$12,000
--501(c)(3)Arts, Culture$12,000
84-0242810-501(c)(3)Housing & Shelter$11,936
--501(c)(3)Education$11,875
13-0854930-501(c)(3)Education$10,650
13-4166228-501(c)(3)International$10,000
26-0553694-501(c)(3)Philanthropy$10,000
95-6006173-501(c)(3)Health Care$10,000
41-2269686-501(c)(3)Human Services$10,000
52-1877802-501(c)(3)Youth Development$10,000
52-2210323-501(c)(3)Human Services$10,000
48-1108359-501(c)(3)Religion-Related$10,000
36-2171714-501(c)(3)International$10,000
20-1308385-501(c)(3)Religion-Related$10,000
48-1158266-501(c)(3)Human Services$10,000
95-4700442-501(c)(3)Food, Agriculture$10,000
36-2167804-501(c)(3)Arts, Culture$10,000
13-3957095-501(c)(3)Philanthropy$10,000
23-7081153-501(c)(3)Education$10,000
22-2368937-501(c)(3)Education$10,000
27-4628283-501(c)(3)Animals/Envi$10,000
44-0547545-501(c)(3)Food, Agriculture$10,000
52-1874788-501(c)(3)Environment$10,000
73-1403176-501(c)(3)Education$9,837
22-2544129-501(c)(3)Philanthropy$9,555
61-1513411-501(c)(3)Religion-Related$9,000
81-0583641-501(c)(3)Health Care$8,540
84-0404235-501(c)(3)Health Care$8,480
48-0547734-501(c)(3)Education$8,396
77-0491071-501(c)(3)International$8,000
39-6075684-501(c)(3)International$8,000
27-4453813-501(c)(3)religion$8,000
52-1328557-501(c)(3)International$8,000
58-1344646-501(c)(3)Human Services$8,000
--501(c)(3)Religion-Related$8,000
01-0890941-501(c)(3)Child, Youth, Family$7,500
36-4401289-501(c)(3)Religion-Related$7,200
20-0078855-501(c)(3)Religion-Related$7,000
95-1664101-501(c)(3)Religion-Related$7,000
74-1153067-501(c)(3)Religion-Related$7,000
23-1370479-501(c)(3)Education$7,000
27-2705006-501(c)(3)Arts, Culture$6,955
20-8175921-501(c)(3)Comm. Development$6,900
48-0650538-501(c)(3)Religion-Related$6,500
73-1361940-501(c)(3)Philanthropy$6,328
48-1061493-501(c)(3)public benefit$6,181
84-6007896-501(c)(3)Public & Societal$6,083
84-1481641-501(c)(3)Religion-Related$6,000
26-3348935-501(c)(3)Religion-Related$6,000
39-6078526-501(c)(3)Religion-Related$6,000
74-1109637-501(c)(3)Religion-Related$5,962
20-5787364-501(c)(3)Arts, Culture$5,376
--501(c)(3)Human Services$5,254

International Summary

Spending
$3,432,032

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanInvestments---$3,340,103
Sub-Saharan AfricaGrantmaking---$56,630
North AmericaGrantmaking---$32,399
Europe (Including Iceland and Greenland)Grantmaking---$2,900
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held for Others$287,164,478
Charitable Remainder Trusts$15,189,286
Other Liabilities$29,753
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Deborah wilkerson, brenda chumley, ann d st peter, william s berkley, jim hinson, robert d regnier, & deryl w wynn have a business relationship.

Form 990, Part VI, Section A, Line 7A

Greater kansas city community foundation's, a related tax exempt organization, executive committee is appointed as the board of directors of greater horizons.

Form 990, Part VI, Section A, Line 7B

The greater kansas city community foundation executive committee serves as the board of directors of greater horizons.

Form 990, Part VI, Section B, Line 11B

An independent accounting firm prepares and reviews the 990. The 990 is then reviewed by the organization's officers and accounting personnel. Any questions or concerns the organization's officers and accounting personnel have are addressed and any corrections or clarifications are made. A copy of the 990 is presented to the audit committee for review and approval prior to filing. The audit committee reports directly to the board of directors on the status of their review. A final copy is made available to the board of directors following review by the audit committee.

Form 990, Part VI, Section B, Line 12C

Annually each officer, board member and committee member are asked to review the conflict of interest policy and update their disclosure. This information is available to the board chair and is used to insure that should a conflict of interest arise that the board or committee member involved abstains from voting or participating in any decision.

Form 990, Part VI, Section C, Line 18

Copies of documents are provided electronically or by mail upon request.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, conflict of interest policy and financial statements are available upon request.

Filing and Contact Details

Filer

EIN
20-0849590
In Care Of
% KATIE GRAY
Phone
8168420944

Signing Officer

Name
Deborah Wilkerson
Title
President & CEO
Phone
8168420944
Signed
2014-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Deborah Wilkerson
Formed
2004
Legal Domicile
Mo
Voting Board Members
6
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Preparer
Michael J Engle
Phone
8168420944
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 1

Greater horizons is an exempt non-profit organization created by the greater kansas city community foundation to help donors with their charitable giving no matter where they live and to reconnect kansas city natives across the country with their hometown.

Form 990, Part XI, Line 5

Change in funds held for others $(109,212,896) change in charitable remainder trust liability $ (2,501,559) k-1 flowthrough ubi & other income/(loss) $ (11,873) -------------- $(111,726,328)

Financial Statement Notes

Schedule D, Part V, Line 4

The intended use of the organization's endowment funds is to provide scholarships and grants to other nonprofit organizations.

Schedule D, Part X, Line 2

Management has evaluated their income tax positions under the guidance included in asc 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements.

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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2,783$290$2,493$754$239$515
2023Detailed filing. Detailed filing data is available for this year.$2,065$263$1,802$890$938$47.5
2022Detailed filing. Detailed filing data is available for this year.$1,998$879$1,119$609$407$202
2021Detailed filing. Detailed filing data is available for this year.$2,099$1,130$968$676$444$232
2020Detailed filing. Detailed filing data is available for this year.$1,655$997$658$503$304$199
2019Detailed filing. Detailed filing data is available for this year.$1,367$873$493$362$236$125
2018Detailed filing. Detailed filing data is available for this year.$1,084$753$332$354$165$189
2017Detailed filing. Detailed filing data is available for this year.$1,011$680$331$226$135$91.2
2016Detailed filing. Detailed filing data is available for this year.$856$588$268$293$125$168
2015Detailed filing. Detailed filing data is available for this year.$654$529$125$235$124$111
2014Detailed filing. Detailed filing data is available for this year.$555$425$130$240$72.1$168
2013Detailed filing. Detailed filing data is available for this year.$383$305$77.6$199$80.6$118
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$246$193$53.2$46.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$168$142$26.6$43.9
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$121$101$20.0$13.4