Civic Intelligence

Shared Horizons Inc.

990 • Fiscal year 2015 • EIN 20-1281715

Oct 01, 2014 to Sep 30, 2015 • Filed on Sep 12, 2016

Organization ProfileWWW.SHARED-HORIZONS.ORG
4301 Connecticut Ave NW No 310Washington, DC 20008

(202) 448-1460

Siviq Scores

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

Liabilities / Assets

66th percentile

0.15x

Higher debt load relative to assets than 66% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

68th percentile

0.14x

Higher debt load relative to revenue than 68% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

40th percentile

0.1%

Higher net margin than 40% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

91st percentile

$116,275

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 18.4% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

16th percentile

-9.9%

Faster asset growth than 16% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

72nd percentile

18%

Faster revenue growth than 72% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets66th percentile

Assets

Down

$592,490

Down $65,012 (-9.9%) from 2014

Net Assets

Up

$504,618

Up $752 (+0.1%) from 2014

Liabilities

Down

$87,872

Down $65,764 (-43%) from 2014

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin40th percentile

Revenue

Up

$633,060

Up $98,477 (+18%) from 2014

Expenses

Up

$632,308

Up $190,921 (+43%) from 2014

Net Income

Down

$752

Down $92,444 (-99%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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 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

2015

Assets$592,490
Liabilities$87,872
Net Assets$504,618
Open 2015 Filing

Operations Trend

Revenue Growth72nd percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $362,3352010Revenue 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

2015

Revenue$633,060
Expenses$632,308
Net Income$752
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Sep 12, 2016
Return Version
2014v6.0
Gross Receipts
$633,060
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$637,128$571,304▼ $65,824
Accounts Receivable$19,338$12,844▼ $6,494
Land, Buildings, and Equipment, Net$1,036$8,167▲ $7,131
Prepaid Expenses and Deferred Charges-$175-
Total Assets$657,502$592,490▼ $65,012
Liabilities
Other Liabilities$61,455$85,524▲ $24,069
Accounts Payable and Accrued Expenses$92,181$2,348▼ $89,833
Total Liabilities$153,636$87,872▼ $65,764
Net Assets / Fund Balance
Unrestricted Net Assets$503,866$504,618▲ $752
Total Net Assets Fund Balance$503,866$504,618▲ $752
Total Liabilities and Net Assets / Fund Balance$657,502$592,490▼ $65,012

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$8,145$3,748$11,893
Equipment$22$9,784$9,806
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Yolanda MazyckExecutive DirectorFT$105,255$11,020$116,275

Board Members and Trustees

NameTitle
Johnette HartnettImmediate Past-president
Patrick HaleyPresident
Michael OrleansVice President
Amy BrooksDirector
Evan KrameDirector
Jay GutnickDirector
Kim Y Jones EsqDirector
Mark FrieseDirector
Mary CassellDirector
Thelma GreenDirector
Tina CampanellaDirector
Renee PietrangeloFounding Member
Ayda SanverSecretary
Horacio ChaconTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$112,711
Program Service Revenue
$518,233
Investment Income
$2,116
Other Revenue
$0
All Other Contributions
$112,711
Change in Net Assets
$752
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$327,233
Other Expenses$305,075
Total Fundraising Expense$6,889
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses$118,521$39,507-$158,028
Other Salaries and Wages$112,250$37,417-$149,667
Current Officers, Directors, Trustees, and Key Employees$85,908$28,636-$114,544
Advertising-$31,558-$31,558
Payroll Taxes$28,949--$28,949
Occupancy$21,228$7,076-$28,304
Fees for Services Accounting$16,895$5,632-$22,527
Other Employee Benefits$19,140--$19,140
Information Technology$13,526$4,509-$18,035
Pension Plan Contributions$14,933--$14,933
Insurance$8,362$2,787-$11,149
Fees for Services Legal-$5,564-$5,564
Conferences and Meetings$3,117$1,126-$4,243
Travel$3,113$1,038-$4,151
Depreciation Depletion$2,697$899-$3,596
All Other Expenses-$2,467-$2,467
Other Expenses$3,352$1,745$6,889$1,745
Fees for Services Other$950--$950
Fees for Services Management-$150-$150
Total Functional Expenses$452,941$172,478$6,889$632,308
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Medicaid Payback Liabilities$72,338
Payroll Related Liabilities$13,186
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“An 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.”

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

“Every 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.”

Form 990, Part VI, Section B, Line 15

“The 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.”

Form 990, Part VI, Section C, Line 19

“The governing documents are available to the public upon written request.”

Filing and Contact Details

Filer

Filer Name
Shared Horizons Inc
EIN
20-1281715
Phone
2024481460
Address
4301 CONNECTICUT AVE NW NO 310, WASHINGTON, DC 20008

Signing Officer

Name
Yolanda Mazyck
Title
Executive Director
Phone
2024481460
Signed
2016-09-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Yolanda Mazyck
Formed
2004
Legal Domicile
Dc
Voting Board Members
14
Independent Board Members
14
Employees
8
Volunteers
14

Preparer

Firm
Renner and Company CPA Pc
Address
700 NORTH FAIRFAX ST SUITE 400, ALEXANDRIA, VA 22314
Preparer
Catherine M Pennington CPA
Phone
7035351200
Raw XML AppendixShowing 400 of 501 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
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IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SHARED 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0503866
IRS990/NetAssetsOrFundBalancesEOYAmt0504618
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt07076
IRS990/OccupancyGrp/ProgramServicesAmt021228
IRS990/OccupancyGrp/TotalAmt028304
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt039507
IRS990/OfficeExpensesGrp/ProgramServicesAmt0118521
IRS990/OfficeExpensesGrp/TotalAmt0158028
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt019140
IRS990/OtherEmployeeBenefitsGrp/TotalAmt019140
IRS990/OtherExpensesGrp/Desc0SPECIAL EVENT DIRECT EX
IRS990/OtherExpensesGrp/Desc1REIMBURSABLE EXPENSES
IRS990/OtherExpensesGrp/Desc2OFFICE EQUIPMENT (<$500
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt06889
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02367
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11745
IRS990/OtherExpensesGrp/ProgramServicesAmt03352
IRS990/OtherExpensesGrp/TotalAmt06889
IRS990/OtherExpensesGrp/TotalAmt13352
IRS990/OtherExpensesGrp/TotalAmt22367
IRS990/OtherExpensesGrp/TotalAmt31745
IRS990/OtherLiabilitiesGrp/BOYAmt061455
IRS990/OtherLiabilitiesGrp/EOYAmt085524
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt037417
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0112250
IRS990/OtherSalariesAndWagesGrp/TotalAmt0149667
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt028949
IRS990/PayrollTaxesGrp/TotalAmt028949
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt014933
IRS990/PensionPlanContributionsGrp/TotalAmt014933
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0175
IRS990/PrincipalOfficerNm0YOLANDA MAZYCK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/BusinessCd1541900
IRS990/ProgramServiceRevenueGrp/BusinessCd2541900
IRS990/ProgramServiceRevenueGrp/Desc0ANNUAL FEES
IRS990/ProgramServiceRevenueGrp/Desc1ENROLLMENT FEES
IRS990/ProgramServiceRevenueGrp/Desc2TRUST ADMINISTRATIVE F
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0280257
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1201133
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt236843
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0280257
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1201133
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt236843
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0187182
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02779
IRS990/PYOtherExpensesAmt0151794
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0344622
IRS990/PYRevenuesLessExpensesAmt093196
IRS990/PYSalariesCompEmpBnftPaidAmt0289593
IRS990/PYTotalExpensesAmt0441387
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0534583
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0752
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0518233
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0112711
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0177626
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0288290
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0131099
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0120148
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0829874
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02116
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02779
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0650
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt05545
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01734945
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99340
IRS990ScheduleA/PublicSupportPY170Pct00.99610
IRS990ScheduleA/PublicSupportTotal170Amt0829874
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0112711
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0177626
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0288290
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0131099
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0120148
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0829874
IRS990ScheduleA/TotalSupportAmt0835419
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt022
IRS990ScheduleD/EquipmentGrp/DepreciationAmt09784
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt09806
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt08145
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03748
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt011893
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt013186
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt172338
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL RELATED LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1MEDICAID PAYBACK LIABILITIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt08167
IRS990ScheduleD/TotalLiabilityAmt085524
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AN 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/SupplementalInformationDetail/ExplanationTxt1EVERY 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/SupplementalInformationDetail/ExplanationTxt2THE 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/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0276256781
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1456279857
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0T
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt1T
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0DC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1DC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0TRUSTEE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1TRUSTEE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0THE WESLEY VINNER MEMORIAL TRUST
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1SHARED HORIZON 3RD PARTY COMMUNITY TRUST
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt05335 WISCONSIN AVE NW 825
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt15335 WISCONSIN AVE NW 825
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0WASHINGTON
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm1WASHINGTON
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0DC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd1DC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd020015
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd120015
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$592,490
Liabilities
$87,872
Net assets
$504,618
Revenue
$633,060
Expenses
$632,308
Net income
$752
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
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