Civic Intelligence

Shared Horizons Inc.

990 • Fiscal year 2016 • EIN 20-1281715

Oct 01, 2015 to Sep 30, 2016 • Filed on Aug 15, 2017

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

59th percentile

0.09x

Higher debt load relative to assets than 59% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

61st percentile

0.08x

Higher debt load relative to revenue than 61% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

86th percentile

32%

Higher net margin than 86% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

88th percentile

44%

Faster asset growth than 88% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

84th percentile

38%

Faster revenue growth than 84% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$854,898

Up $262,408 (+44%) from 2015

Net Assets

Up

$781,445

Up $276,827 (+55%) from 2015

Liabilities

Down

$73,453

Down $14,419 (-16%) from 2015

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin86th percentile

Revenue

Up

$876,585

Up $243,525 (+38%) from 2015

Expenses

Down

$599,757

Down $32,551 (-5.1%) from 2015

Net Income

Up

$276,828

Up $276,076 (+36712%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth88th 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

2016

Assets$854,898
Liabilities$73,453
Net Assets$781,445
Open 2016 Filing

Operations Trend

Revenue Growth84th 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

2016

Revenue$876,585
Expenses$599,757
Net Income$276,828
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Aug 15, 2017
Return Version
2015v3.0
Gross Receipts
$876,585
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$571,304$835,448▲ $264,144
Accounts Receivable$12,844$13,294▲ $450
Land, Buildings, and Equipment, Net$8,167$5,981▼ $2,186
Prepaid Expenses and Deferred Charges$175$175→ $0
Total Assets$592,490$854,898▲ $262,408
Liabilities
Other Liabilities$85,524$71,519▼ $14,005
Accounts Payable and Accrued Expenses$2,348$1,934▼ $414
Total Liabilities$87,872$73,453▼ $14,419
Net Assets / Fund Balance
Unrestricted Net Assets$504,618$781,445▲ $276,827
Total Net Assets Fund Balance$504,618$781,445▲ $276,827
Total Liabilities and Net Assets / Fund Balance$592,490$854,898▲ $262,408

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$5,981$5,912$11,893
Equipment$0$9,806$9,806
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Yolanda MazyckExecutive DirectorFT$109,179$11,084$120,263

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$449,189
Program Service Revenue
$425,860
Investment Income
$1,536
Other Revenue
$0
All Other Contributions
$449,189
Change in Net Assets
$276,828
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$383,464
Other Expenses$216,293
Total Fundraising Expense$22,703
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$147,833$49,278-$197,111
Current Officers, Directors, Trustees, and Key Employees$86,593$28,865-$115,458
Fees for Services Accounting$26,848$8,950-$35,798
Office Expenses$24,741$8,247-$32,988
Occupancy$22,670$7,557-$30,227
Other Employee Benefits$21,018$7,006-$28,024
Payroll Taxes$18,415$6,138-$24,553
Information Technology$15,924$5,308-$21,232
Advertising-$20,150-$20,150
Pension Plan Contributions$13,738$4,580-$18,318
Insurance-$11,290-$11,290
Fees for Services Other$6,941--$6,941
Other Expenses$9,023$5,264$22,703$5,264
Conferences and Meetings$3,012$1,614-$4,626
Depreciation Depletion$1,639$2,186-$3,825
Travel$2,452$817-$3,269
All Other Expenses-$3,121-$3,121
Fees for Services Legal-$296-$296
Total Functional Expenses$400,847$176,207$22,703$599,757
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$71,519
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
2017-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Yolanda Mazyck
Formed
2004
Legal Domicile
Dc
Voting Board Members
13
Independent Board Members
13
Employees
6
Volunteers
13

Preparer

Firm
Renner and Company CPA Pc
Address
700 NORTH FAIRFAX ST SUITE 400, ALEXANDRIA, VA 22314
Preparer
Catherine M Pennington CPA
Phone
7035351200
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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/TitleTxt13EXECUTIVE DIRECTOR
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IRS990/OccupancyGrp/ManagementAndGeneralAmt07557
IRS990/OccupancyGrp/ProgramServicesAmt022670
IRS990/OccupancyGrp/TotalAmt030227
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08247
IRS990/OfficeExpensesGrp/ProgramServicesAmt024741
IRS990/OfficeExpensesGrp/TotalAmt032988
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt07006
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt021018
IRS990/OtherEmployeeBenefitsGrp/TotalAmt028024
IRS990/OtherExpensesGrp/Desc0SPECIAL EVENT DIRECT EX
IRS990/OtherExpensesGrp/Desc1REIMBURSABLE EXPENSES
IRS990/OtherExpensesGrp/Desc2OFFICE EQUIPMENT (<$500
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt022703
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05540
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15264
IRS990/OtherExpensesGrp/ProgramServicesAmt09023
IRS990/OtherExpensesGrp/TotalAmt022703
IRS990/OtherExpensesGrp/TotalAmt19023
IRS990/OtherExpensesGrp/TotalAmt25540
IRS990/OtherExpensesGrp/TotalAmt35264
IRS990/OtherLiabilitiesGrp/BOYAmt085524
IRS990/OtherLiabilitiesGrp/EOYAmt071519
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt049278
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0147833
IRS990/OtherSalariesAndWagesGrp/TotalAmt0197111
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06138
IRS990/PayrollTaxesGrp/ProgramServicesAmt018415
IRS990/PayrollTaxesGrp/TotalAmt024553
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04580
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt013738
IRS990/PensionPlanContributionsGrp/TotalAmt018318
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0175
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/RelatedOrExemptFuncIncomeAmt0279538
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt191351
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt254971
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0279538
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt191351
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt254971
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0112711
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02116
IRS990/PYOtherExpensesAmt0305075
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0518233
IRS990/PYRevenuesLessExpensesAmt0752
IRS990/PYSalariesCompEmpBnftPaidAmt0327233
IRS990/PYTotalExpensesAmt0632308
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0633060
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0276828
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0425860
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0262444
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0112711
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0177626
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0288290
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0131099
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0972170
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01536
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02116
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02779
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0650
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt07081
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01897169
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99280
IRS990ScheduleA/PublicSupportPY170Pct00.99340
IRS990ScheduleA/PublicSupportTotal170Amt0972170
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0262444
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0112711
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0177626
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0288290
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0131099
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0972170
IRS990ScheduleA/TotalSupportAmt0979251
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/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt09806
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt09806
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt05981
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt05912
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt011893
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt071519
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEDICAID PAYBACK LIABILITIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05981
IRS990ScheduleD/TotalLiabilityAmt071519
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/EIN0276256781
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0T
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0DC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0TRUSTEE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0THE WESLEY VINNER MEMORIAL TRUST
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt05335 WISCONSIN AVE NW 825
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0WASHINGTON
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0DC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd020015
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd01
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0THE WESLEY VINNER MEMORIAL TRUST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1THE WESLEY VINNER MEMORIAL TRUST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2THE WESLEY VINNER MEMORIAL TRUST
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0N
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1O
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2L
IRS990ScheduleR/TransferFromOtherOrgInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$854,898
Liabilities
$73,453
Net assets
$781,445
Revenue
$876,585
Expenses
$599,757
Net income
$276,828
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