Civic Intelligence

Horowitz Foundation for Social Policy

990PF • Fiscal year 2017 • EIN 31-1612153

Apr 01, 2016 to Mar 31, 2017 • Filed on Aug 04, 2017

1247 state road route 206princeton, NJ 08540

(609) 921-1479

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.00x

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

2017 filings • NTEE T • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

72nd percentile

0.00x

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

2017 filings • NTEE T • $1M-$5M nonprofits • Source year 2017

Net Margin

22nd percentile

-51%

Higher net margin than 22% of similar nonprofits.

2017 filings • NTEE T • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • NTEE T • $1M-$5M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Assets

Up

$3,843,690

Up $272,719 (+7.6%) from 2013

Net Assets

Up

$3,843,690

Up $272,719 (+7.6%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

$175,805

No earlier filing loaded for comparison.

Expenses

Up

$265,615

Up $172,340 (+185%) from 2013

Net Income

-$89,810

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2013: $3,570,971Liabilities 2013: $0Net Assets 2013: $3,570,9712013Assets 2017: $3,843,690Liabilities 2017: $0Net Assets 2017: $3,843,6902017Assets 2018: $3,933,706Liabilities 2018: $0Net Assets 2018: $3,933,7062018Assets 2019: $3,991,668Liabilities 2019: $0Net Assets 2019: $3,991,6682019Assets 2020: $3,396,382Liabilities 2020: $639Net Assets 2020: $3,395,7432020Assets 2021: $3,976,980Liabilities 2021: $0Net Assets 2021: $3,976,9802021Assets 2022: $3,894,509Liabilities 2022: $0Net Assets 2022: $3,894,5092022Assets 2023: $3,463,927Liabilities 2023: $0Net Assets 2023: $3,463,9272023Assets 2025: $2,369,925Liabilities 2025: $0Net Assets 2025: $2,369,9252025

Highlighted filing

2017

Assets$3,843,690
Liabilities$0
Net Assets$3,843,690

Operations Trend

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

$800K$600K$400K$200K$0-$200KExpenses 2013: $93,2752013Revenue 2017: $175,805Expenses 2017: $265,615Net Income 2017: -$89,8102017Revenue 2018: $613,216Expenses 2018: $267,695Net Income 2018: $345,5212018Revenue 2019: $228,890Expenses 2019: $273,113Net Income 2019: -$44,2232019Revenue 2020: $149,847Expenses 2020: $306,492Net Income 2020: -$156,6452020Revenue 2021: $64,207Expenses 2021: $226,681Net Income 2021: -$162,4742021Revenue 2022: $223,119Expenses 2022: $291,801Net Income 2022: -$68,6822022Revenue 2023: $171,566Expenses 2023: $340,041Net Income 2023: -$168,4752023Revenue 2025: $160,462Expenses 2025: $332,599Net Income 2025: -$172,1372025

Highlighted filing

2017

Revenue$175,805
Expenses$265,615
Net Income-$89,810
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Aug 4, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY E CURTISChairmanPT$0--
ROSEMARY A STEVENSTrustee-$0--
RAY C RISTTrustee-$0--
JONATHAN D BRUELTrustee-$0--
DAVID J ARMORTrustee-$0--
JAMES T BENNETTTrustee-$0--
j christopher mihmTrustee-$0--
james wrightTrustee-$0--
FRANCINE CONWAYTrustee-$0--
RICHARD L EDWARDSTrustee-$0--
DAVID LISTOKINTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The HOROWITZ FOUNDATION
EIN
31-1612153
Phone
6099211479
Address
1247 state road route 206, princeton, NJ 08540

Signing Officer

Name
Mary E Curtis
Title
Chairman
Phone
6099211479
Signed
2017-08-04
Discuss with paid preparer
Yes

Preparer

Firm
Schulman Lobel Et Al LLP
Address
155 Village Blvd, Princeton, NJ 08540
Preparer
Rene R Verghese CPA
Phone
9089648300
Raw XML AppendixShowing 400 of 714 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1Legal Fees
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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt10
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt08069
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0180240
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt100
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARY E CURTIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROSEMARY A STEVENS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RAY C RIST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JONATHAN D BRUEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4DAVID J ARMOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5JAMES T BENNETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6j christopher mihm
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7james wright
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8FRANCINE CONWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9RICHARD L EDWARDS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10DAVID LISTOKIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6truSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7truSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5GEORGE MASON UNIVERSITY
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