Civic Intelligence

Horsfall Family Foundation

990PF • Fiscal year 2014 • EIN 27-3016683

Jan 01, 2014 to Dec 31, 2014 • Filed on May 04, 2015

Organization Profile
9469 Memory LaneLongmont, CO 80504

(303) 746-1401

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

91st percentile

49%

Higher net margin than 91% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

56th percentile

3.2%

Faster asset growth than 56% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

3rd percentile

-89%

Faster revenue growth than 3% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$349,068

Up $10,915 (+3.2%) from 2013

Net Assets

Up

$349,068

Up $10,915 (+3.2%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin91st percentile

Revenue

Down

$22,337

Down $190,009 (-89%) from 2013

Expenses

Down

$11,422

Down $55,925 (-83%) from 2013

Net Income

Down

$10,915

Down $134,084 (-92%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$400K$300K$200K$100K$0Assets 2011: $193,190Liabilities 2011: $0Net Assets 2011: $193,1902011Assets 2012: $193,154Liabilities 2012: $0Net Assets 2012: $193,1542012Assets 2013: $338,153Liabilities 2013: $0Net Assets 2013: $338,1532013Assets 2014: $349,068Liabilities 2014: $0Net Assets 2014: $349,0682014Assets 2015: $352,182Liabilities 2015: $0Net Assets 2015: $352,1822015Assets 2016: $359,330Liabilities 2016: $0Net Assets 2016: $359,3302016Assets 2017: $363,338Liabilities 2017: $0Net Assets 2017: $363,3382017Assets 2018: $369,403Liabilities 2018: $0Net Assets 2018: $369,4032018Assets 2019: $363,206Liabilities 2019: $0Net Assets 2019: $363,2062019Assets 2020: $360,285Liabilities 2020: $0Net Assets 2020: $360,2852020Assets 2021: $362,692Liabilities 2021: $0Net Assets 2021: $362,6922021Assets 2022: $367,632Liabilities 2022: $0Net Assets 2022: $367,6322022Assets 2023: $363,800Liabilities 2023: $0Net Assets 2023: $363,8002023Assets 2024: $377,469Liabilities 2024: $0Net Assets 2024: $377,4692024

Highlighted filing

2014

Assets$349,068
Liabilities$0
Net Assets$349,068
Open 2014 Filing

Operations Trend

Revenue Growth3rd percentile

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

$300K$200K$100K$0-$100KExpenses 2011: $17,7472011Expenses 2012: $11,2632012Revenue 2013: $212,346Expenses 2013: $67,347Net Income 2013: $144,9992013Revenue 2014: $22,337Expenses 2014: $11,422Net Income 2014: $10,9152014Revenue 2015: $11,719Expenses 2015: $8,605Net Income 2015: $3,1142015Revenue 2016: $9,486Expenses 2016: $2,338Net Income 2016: $7,1482016Revenue 2017: $15,115Expenses 2017: $11,107Net Income 2017: $4,0082017Revenue 2018: $24,921Expenses 2018: $18,856Net Income 2018: $6,0652018Revenue 2019: $16,122Expenses 2019: $22,319Net Income 2019: -$6,1972019Revenue 2020: $24,904Expenses 2020: $27,825Net Income 2020: -$2,9212020Revenue 2021: $30,383Expenses 2021: $27,976Net Income 2021: $2,4072021Revenue 2022: $21,804Expenses 2022: $16,864Net Income 2022: $4,9402022Revenue 2023: $23,743Expenses 2023: $27,575Net Income 2023: -$3,8322023Revenue 2024: $33,361Expenses 2024: $19,692Net Income 2024: $13,6692024

Highlighted filing

2014

Revenue$22,337
Expenses$11,422
Net Income$10,915
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 4, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J STUART HORSFALLPresident-$0--
JOAN C HORSFALLSec/Treas-$0--
RAYMOND BECKDirector-$0--
DAVID SCHWENKEDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SUPPORT CHILDREN WITH DISABILITIESGOVTLONGMONT, CO, US$8,159
Filing and Contact Details

Filer

Filer Name
Horsfall Family Foundation
EIN
27-3016683
Phone
3037461401
Address
9469 MEMORY LANE, LONGMONT, CO 80504

Signing Officer

Name
J Stuart Horsfall
Title
President
Signed
2015-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Schwenke & Associates PC
Address
3405 Penrose Place Suite 104, Boulder, CO 80301
Preparer
David L Schwenke CPA
Phone
3034401658
Raw XML Appendix304 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0J STUART HORSFALL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31316 E 4TH AVENUE
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt09469 MEMORY LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LONGMONT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd080504
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0STUART HORSFALL
IRS990PF/StatementsRegardingActyGrp/PhoneNum03037461401
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0J STUART HORSFALL
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1JOAN C HORSFALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt08159
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT CHILDREN WITH DISABILITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0GOVT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0ST VRAIN VALLEY SCHOOL DISTRICT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0395 S PRATT PKWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LONGMONT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd080501
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt08159
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt08889
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017975
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt09086
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt053894
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt09086
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt044808
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt044808
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08889
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt044808
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt053894
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01286
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES-FIRST WESTERN TRUST BANK
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01286
TaxesSchedule/TaxesDetail/Amt01045
TaxesSchedule/TaxesDetail/Amt1202
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES-INVESTMENTS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0202
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0J STUART HORSFALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HORSFALL FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HORS
ReturnHeader/Filer/EIN0273016683
ReturnHeader/Filer/PhoneNum03037461401
ReturnHeader/Filer/USAddress/AddressLine1Txt09469 MEMORY LANE
ReturnHeader/Filer/USAddress/CityNm0LONGMONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080504
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Schwenke & Associates PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03405 Penrose Place Suite 104
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Boulder
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080301
ReturnHeader/PreparerPersonGrp/PhoneNum03034401658
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David L Schwenke CPA
ReturnHeader/ReturnTs02015-05-04T16:15:25-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$349,068
Liabilities
$0
Net assets
$349,068
Revenue
$22,337
Expenses
$11,422
Net income
$10,915
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.33$0.20$0.14
2023Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.24$0.28$0.04
2022Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.22$0.17$0.05
2021Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.30$0.28$0.02
2020Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.25$0.28$0.03
2019Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.16$0.22$0.06
2018Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.25$0.19$0.06
2017Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.15$0.11$0.04
2016Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.09$0.02$0.07
2015Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.12$0.09$0.03
2014Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.22$0.11$0.11
2013Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$2.12$0.67$1.45
2012Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.11
2011Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.18