Civic Intelligence

Shared Horizons Inc.

990 • Fiscal year 2011 • EIN 20-1281715

Oct 01, 2010 to Sep 30, 2011 • Filed on May 11, 2012

5335 Wisconsin Avenue NW No 82520015
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$145,942

Flat from 2011

Net Assets

Flat

$110,430

Flat from 2011

Liabilities

Flat

$35,512

Flat from 2011

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$430,753

Flat from 2011

Net Income

-

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.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $161,968Liabilities 2010: $0Net Assets 2010: $161,9682010Assets 2011: $145,942Liabilities 2011: $35,512Net Assets 2011: $110,4302011Assets 2011: $145,942Liabilities 2011: $35,512Net Assets 2011: $110,4302011Assets 2012: $197,454Liabilities 2012: $37,943Net Assets 2012: $159,5112012Assets 2013: $566,224Liabilities 2013: $155,552Net Assets 2013: $410,6722013Assets 2014: $657,502Liabilities 2014: $153,636Net Assets 2014: $503,8662014Assets 2015: $592,490Liabilities 2015: $87,872Net Assets 2015: $504,6182015Assets 2016: $854,898Liabilities 2016: $73,453Net Assets 2016: $781,4452016Assets 2017: $846,145Liabilities 2017: $70,132Net Assets 2017: $776,0132017Assets 2018: $887,444Liabilities 2018: $79,166Net Assets 2018: $808,2782018Assets 2019: $1,174,922Liabilities 2019: $92,521Net Assets 2019: $1,082,4012019Assets 2020: $1,653,450Liabilities 2020: $18,255Net Assets 2020: $1,635,1952020Assets 2021: $1,675,099Liabilities 2021: $34,169Net Assets 2021: $1,640,9302021Assets 2022: $2,056,816Liabilities 2022: $43,237Net Assets 2022: $2,013,5792022Assets 2023: $2,849,572Liabilities 2023: $817,075Net Assets 2023: $2,032,4972023Assets 2024: $3,068,471Liabilities 2024: $738,864Net Assets 2024: $2,329,6072024

Highlighted filing

2011

Assets$145,942
Liabilities$35,512
Net Assets$110,430

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $362,3352010Expenses 2011: $430,7532011Revenue 2011: $379,215Expenses 2011: $430,753Net Income 2011: -$51,5382011Expenses 2012: $335,8622012Revenue 2013: $643,551Expenses 2013: $392,390Net Income 2013: $251,1612013Revenue 2014: $534,583Expenses 2014: $441,387Net Income 2014: $93,1962014Revenue 2015: $633,060Expenses 2015: $632,308Net Income 2015: $7522015Revenue 2016: $876,585Expenses 2016: $599,757Net Income 2016: $276,8282016Revenue 2017: $735,771Expenses 2017: $741,203Net Income 2017: -$5,4322017Revenue 2018: $864,471Expenses 2018: $832,206Net Income 2018: $32,2652018Revenue 2019: $1,225,255Expenses 2019: $951,132Net Income 2019: $274,1232019Revenue 2020: $1,562,763Expenses 2020: $1,009,969Net Income 2020: $552,7942020Revenue 2021: $1,240,065Expenses 2021: $1,234,330Net Income 2021: $5,7352021Revenue 2022: $1,934,496Expenses 2022: $1,333,017Net Income 2022: $601,4792022Revenue 2023: $1,400,797Expenses 2023: $1,510,748Net Income 2023: -$109,9512023Revenue 2024: $1,956,572Expenses 2024: $1,659,462Net Income 2024: $297,1102024

Highlighted filing

2011

Revenue-
Expenses$430,753
Net Income-
Jump To
Filing Snapshot
Filing Period
Oct 1, 2010 to Sep 30, 2011
Signed
May 11, 2012
Return Version
2010v3.4
Gross Receipts
$392,984
Mission and Program Overview

Mission

Shared horizons is a trustworthy and prudent custodian of assets using pooled and third-party trust vehicles to support the trust and quality of life needs of citizens with disabilities.

Filing and Contact Details

Filer

EIN
20-1281715
Raw XML AppendixShowing 400 of 504 raw XML fields

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IRS990ScheduleO/GeneralExplanation/Explanation0AN ELECTRONIC COPY OF FORM 990 IS DISTRIBUTED TO EACH BOARD MEMBER PRIOR TO FILING. THE DOCUMENT IS DISCUSSED AT THE NEXT BOARD MEETING AND ALL CHANGES ARE INCORPORATED INTO THE RETURN BEFORE IT IS ELECTRONICALLY FILED. ONCE CONFIRMATION IS RECEIVED THAT THE RETURN WAS ACCEPTED BY THE IRS, A FINAL COPY IS EMAILED TO EACH BOARD MEMBER.
IRS990ScheduleO/GeneralExplanation/Explanation1EVERY BOARD MEMBER IS REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY - AT THE FIRST REGULARLY SCHEDULED BOARD MEETING OF THE YEAR. ALL CONFLICTS ARE SHARED WITH THE EXECUTIVE COMMITTEE FOR ENFORCEMENT. BOARD MEMBERS ARE ALSO REQUIRED TO DISCLOSE ANY CHANGES IN THEIR STATUS WHEN CHANGES OCCUR.
IRS990ScheduleO/GeneralExplanation/Explanation2THE EXECUTIVE DIRECTOR'S SALARY IS REVIEWED ANNUALLY DURING THE PERFORMANCE REVIEW PROCESS AND IS ADJUSTED BASED ON MARKET RATES AND PERFORMANCE BASED ON A RECOMMENDATION OF THE EXECUTIVE COMMITTEE.
IRS990ScheduleO/GeneralExplanation/Explanation3THE GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
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IRS990ScheduleR/Form990ScheduleRPartIV/EIN0276256781
IRS990ScheduleR/Form990ScheduleRPartIV/EIN1456279857
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState0DC
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState1DC
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine10THE WESLEY VINNER MEMORIAL TRUST
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine11SHARED HORIZON 3RD PARTY COMMUNITY TRUST
IRS990ScheduleR/Form990ScheduleRPartIV/PrimaryActivity0TRUSTEE
IRS990ScheduleR/Form990ScheduleRPartIV/PrimaryActivity1TRUSTEE
IRS990ScheduleR/Form990ScheduleRPartIV/TypeOfEntity0T
IRS990ScheduleR/Form990ScheduleRPartIV/TypeOfEntity1T
IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg00
IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrg00
IRS990ScheduleR/OtherTransferFromOtherOrg00
IRS990ScheduleR/OtherTransferToOtherOrg00
IRS990ScheduleR/PerformOfServicesByOtherOrgs00
IRS990ScheduleR/PerformOfServicesForOtherOrgs01
IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg00
IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties00
IRS990ScheduleR/ReimbursementPaidByOtherOrg00
IRS990ScheduleR/ReimbursementPaidToOtherOrg00
IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.07$0.74$2.33$1.96$1.66$0.30
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.85$0.82$2.03$1.40$1.51$0.11
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.06$0.04$2.01$1.93$1.33$0.60
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.68$0.03$1.64$1.24$1.23$0.01
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.65$0.02$1.64$1.56$1.01$0.55
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.09$1.08$1.23$0.95$0.27
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.08$0.81$0.86$0.83$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.07$0.78$0.74$0.74$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.85$0.07$0.78$0.88$0.60$0.28
2015Detailed filing. Detailed filing data is available for this year.$0.59$0.09$0.50$0.63$0.63$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.66$0.15$0.50$0.53$0.44$0.09
2013Summary only. Only limited summary data is available for this year.$0.57$0.16$0.41$0.64$0.39$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.04$0.16$0.34
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.04$0.11$0.43
2011Summary only. Only limited summary data is available for this year.$0.15$0.04$0.11$0.38$0.43$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.00$0.16$0.36