Civic Intelligence

Shared Horizons Inc.

990 • Fiscal year 2017 • EIN 20-1281715

Oct 01, 2016 to Sep 30, 2017 • Filed on Aug 10, 2018

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

60th percentile

0.08x

Higher debt load relative to assets than 60% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

65th percentile

0.10x

Higher debt load relative to revenue than 65% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

36th percentile

-0.7%

Higher net margin than 36% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

36th percentile

-1.0%

Faster asset growth than 36% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

17th percentile

-16%

Faster revenue growth than 17% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$846,145

Down $8,753 (-1.0%) from 2016

Net Assets

Down

$776,013

Down $5,432 (-0.7%) from 2016

Liabilities

Down

$70,132

Down $3,321 (-4.5%) from 2016

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin36th percentile

Revenue

Down

$735,771

Down $140,814 (-16%) from 2016

Expenses

Up

$741,203

Up $141,446 (+24%) from 2016

Net Income

Down

-$5,432

Down $282,260 (-102%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2017

Assets$846,145
Liabilities$70,132
Net Assets$776,013
Open 2017 Filing

Operations Trend

Revenue Growth17th 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

2017

Revenue$735,771
Expenses$741,203
Net Income-$5,432
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Aug 10, 2018
Return Version
2016v3.0
Gross Receipts
$735,771
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$835,448$841,338▲ $5,890
Accounts Receivable$13,294$0▼ $13,294
Land, Buildings, and Equipment, Net$5,981$4,632▼ $1,349
Prepaid Expenses and Deferred Charges$175$175→ $0
Pledges and Grants Receivable-$0-
Total Assets$854,898$846,145▼ $8,753
Liabilities
Other Liabilities$71,519$70,132▼ $1,387
Accounts Payable and Accrued Expenses$1,934$0▼ $1,934
Total Liabilities$73,453$70,132▼ $3,321
Net Assets / Fund Balance
Unrestricted Net Assets$781,445$776,013▼ $5,432
Total Net Assets Fund Balance$781,445$776,013▼ $5,432
Total Liabilities and Net Assets / Fund Balance$854,898$846,145▼ $8,753

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$4,632$8,104$12,736
Equipment$0$9,806$9,806
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Yolanda MazyckExecutive DirectorFT$112,685$10,678$123,363

Board Members and Trustees

NameTitle
Michael OrleansPresident
Mary CassellVice President
Deborah FisherDirector
Horacio ChaconDirector
Jay GutnickDirector
Kimberly EdleyDirector
Laura NussDirector
Mark FrieseDirector
Thelma GreenDirector
Tina CampanellaDirector
Amy BrooksSecretary
Patrick HaleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$234,221
Program Service Revenue
$498,284
Investment Income
$3,266
Other Revenue
$0
All Other Contributions
$234,221
Change in Net Assets
$-5,432
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$449,519
Other Expenses$291,684
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$188,785$62,928-$251,713
Current Officers, Directors, Trustees, and Key Employees$88,511$29,504-$118,015
Office Expenses$63,067$21,023-$84,090
Advertising$30,236$10,079-$40,315
Payroll Taxes$26,551$8,850-$35,401
Occupancy$24,566$8,189-$32,755
Fees for Services Legal-$31,159-$31,159
Other Employee Benefits$21,952$7,317-$29,269
Information Technology$12,922$4,307-$17,229
Pension Plan Contributions$11,341$3,780-$15,121
Fees for Services Accounting$6,532$2,177-$8,709
Travel$5,452$1,817-$7,269
Insurance$4,922$1,641-$6,563
All Other Expenses$2,347$2,438-$4,785
Conferences and Meetings$2,634$1,712-$4,346
Other Expenses$5,993$2,959-$2,959
Depreciation Depletion$1,644$548-$2,192
Fees for Services Management-$1,978-$1,978
Fees for Services Other$1,172$391-$1,563
Total Functional Expenses$531,695$209,508$0$741,203
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$70,132
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 11B

“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
2018-08-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Yolanda Mazyck
Formed
2004
Legal Domicile
Dc
Voting Board Members
12
Independent Board Members
12
Employees
8
Volunteers
12

Preparer

Firm
Renner and Company CPA Pc
Address
700 NORTH FAIRFAX ST SUITE 400, ALEXANDRIA, VA 22314
Preparer
John J Renner Ii CPA
Phone
7035351200
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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt021023
IRS990/OfficeExpensesGrp/ProgramServicesAmt063067
IRS990/OfficeExpensesGrp/TotalAmt084090
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt07317
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt021952
IRS990/OtherEmployeeBenefitsGrp/TotalAmt029269
IRS990/OtherExpensesGrp/Desc0SPECIAL EVENT DIRECT EX
IRS990/OtherExpensesGrp/Desc1REIMBURSABLE EXPENSES
IRS990/OtherExpensesGrp/Desc2OFFICE EQUIPMENT (<$500
IRS990/OtherExpensesGrp/Desc3STAFF DEVELOPMENT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01998
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14713
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22959
IRS990/OtherExpensesGrp/ProgramServicesAmt033068
IRS990/OtherExpensesGrp/ProgramServicesAmt15993
IRS990/OtherExpensesGrp/TotalAmt033068
IRS990/OtherExpensesGrp/TotalAmt17991
IRS990/OtherExpensesGrp/TotalAmt24713
IRS990/OtherExpensesGrp/TotalAmt32959
IRS990/OtherLiabilitiesGrp/BOYAmt071519
IRS990/OtherLiabilitiesGrp/EOYAmt070132
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt062928
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0188785
IRS990/OtherSalariesAndWagesGrp/TotalAmt0251713
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08850
IRS990/PayrollTaxesGrp/ProgramServicesAmt026551
IRS990/PayrollTaxesGrp/TotalAmt035401
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03780
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt011341
IRS990/PensionPlanContributionsGrp/TotalAmt015121
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
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/RelatedOrExemptFuncIncomeAmt0348198
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt176268
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt273818
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0348198
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt176268
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt273818
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0449189
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01536
IRS990/PYOtherExpensesAmt0216293
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0425860
IRS990/PYRevenuesLessExpensesAmt0276828
IRS990/PYSalariesCompEmpBnftPaidAmt0383464
IRS990/PYTotalExpensesAmt0599757
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0876585
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-5432
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0498284
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0228753
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0262444
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0112711
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0177626
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0288290
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01069824
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03266
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01536
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02116
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02779
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0650
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt010347
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt02144800
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99040
IRS990ScheduleA/PublicSupportPY170Pct00.99280
IRS990ScheduleA/PublicSupportTotal170Amt01069824
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0228753
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0262444
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0112711
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0177626
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0288290
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01069824
IRS990ScheduleA/TotalSupportAmt01080171
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/BookValueAmt04632
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt08104
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt012736
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt070132
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEDICAID PAYBACK LIABILITIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04632
IRS990ScheduleD/TotalLiabilityAmt070132
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 11B
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

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$846,145
Liabilities
$70,132
Net assets
$776,013
Revenue
$735,771
Expenses
$741,203
Net income
-$5,432
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
2017Detailed filing. Detailed filing data is available for this year.$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