Horsfall Family Foundation

990PF • Fiscal year 2017 • EIN 27-3016683

Jan 01, 2017 to Dec 31, 2017 • Filed on May 09, 2018

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.

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

27%

Higher net margin than 82% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

1.1%

Faster asset growth than 50% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

59%

Faster revenue growth than 87% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet

Liabilities / Assets59th percentile

Assets

$363,338

Up $4,008 (+1.1%) from 2016

Net Assets

$363,338

Up $4,008 (+1.1%) from 2016

Liabilities

Flat

Flat from 2016

Revenue And Expenses

Liabilities / Revenue59th percentile Net Margin82nd percentile

Revenue

$15,115

Up $5,629 (+59%) from 2016

Expenses

$11,107

Up $8,769 (+375%) from 2016

Net Income

Down

$4,008

Down $3,140 (-44%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

Highlighted filing

2017

Assets$363,338

Liabilities$0

Net Assets$363,338

Open 2017 Filing

Operations Trend

Revenue Growth87th percentile

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

Highlighted filing

2017

Revenue$15,115

Expenses$11,107

Net Income$4,008

Open 2017 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2017 to Dec 31, 2017
Signed: May 9, 2018
Return Version: 2017v2.2

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
J STUART HORSFALL	President	-	$0	-	-
JOAN C HORSFALL	Sec/Treas	-	$0	-	-
RAYMOND BECK	Director	-	$0	-	-
DAVID SCHWENKE	Director	-	$0	-	-

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
Phone: 3037461401
Signed: 2018-05-09
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 Appendix346 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	3	19410
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	5	426.051 SHS RUSSELL GLOBAL REAL EST FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	6	1,071.444 SHS RUSSELL US SMALL CAP EQ FD
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	2	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	3	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	4	P
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt	0	0.05142
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd	0	false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt	0	135
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt	0	389337
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt	0	356905
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt	0	360886
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt	0	367837
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt	0	235809
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt	0	198226
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	9380
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	0.373284
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	9380
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	9380
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	9380
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	9469 MEMORY LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	LONGMONT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	CO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	80504
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	CO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	STUART HORSFALL
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	3037461401
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	[email protected]
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	J STUART HORSFALL
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	1	JOAN C HORSFALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	8685
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	SUPPORT CHILDREN WITH DISABILITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	GOVT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	ST VRAIN VALLEY SCHOOL DISTRICT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	395 S PRATT PKWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	LONGMONT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	80501
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	8685
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	9380
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	19196
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	9816
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	16710
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	9816
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	6894
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	6894
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	9380
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	6894
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	16710
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	1353
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT FEES-FIRST WESTERN TRUST BANK
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	1353
TaxesSchedule/TaxesDetail/Amt	0	161
TaxesSchedule/TaxesDetail/Amt	1	213
TaxesSchedule/TaxesDetail/CategoryTxt	0	EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt	1	FOREIGN TAXES-INVESTMENTS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	213
ReturnHeader/BuildTS	0	2018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	J STUART HORSFALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	3037461401
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2018-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	HORSFALL FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	HORS
ReturnHeader/Filer/EIN	0	273016683
ReturnHeader/Filer/PhoneNum	0	3037461401
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	9469 MEMORY LANE
ReturnHeader/Filer/USAddress/CityNm	0	LONGMONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CO
ReturnHeader/Filer/USAddress/ZIPCd	0	80504
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	841465197
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Schwenke & Associates PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	3405 Penrose Place Suite 104
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Boulder
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	80301
ReturnHeader/PreparerPersonGrp/PhoneNum	0	3034401658
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	David L Schwenke CPA
ReturnHeader/ReturnTs	0	2018-05-10T12:52:11-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2017-01-01
ReturnHeader/TaxPeriodEndDt	0	2017-12-31
ReturnHeader/TaxYr	0	2017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing

Assets: $363,338
Liabilities: $0
Net assets: $363,338
Revenue: $15,115
Expenses: $11,107
Net income: $4,008

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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