Lois U Horvitz Foundation

990PF • Fiscal year 2011 • EIN 34-1594655

Jan 01, 2011 to Dec 31, 2011 • Filed on Mar 16, 2012

Organization Profile

1001 Lakeside Avenue No 90044114-1151

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.

2011 filings • <$500k nonprofits • Source year 2011

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

-5.7%

Faster asset growth than 36% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

No value available

No valid filing value is available for this score.

Balance Sheet

Liabilities / Assets58th percentile

Assets

Down

$310,007

Down $18,889 (-5.7%) from 2010

Net Assets

Down

$310,007

Down $18,889 (-5.7%) from 2010

Liabilities

Flat

Flat from 2010

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

No earlier filing loaded for comparison.

Expenses

Down

$63,164

Down $423,093 (-87%) from 2010

Net Income

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

Highlighted filing

2011

Assets$310,007

Liabilities$0

Net Assets$310,007

Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2011

Revenue-

Expenses$63,164

Net Income-

Open 2011 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2011 to Dec 31, 2011
Signed: Mar 16, 2012
Return Version: 2011v1.2

Compensation and Service Providers

Top Officer Pay80th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Lois U Horvitz	Trustee & President	-	$0	-	-
Peter A Kuhn	Trustee, Exec Director & Sec	-	$0	-	-
David P Schlabig	Assistant Treasurer	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	HRH Scholarship Fund	Grant for scholar- ships to qualify- ing persons.	N/A	Cleveland, OH, US	$42,650
Approved Future Grant	HRH Scholarship Fund	Grant for scholar- ships to qualify- ing persons.	N/A	Cleveland, OH, US	$22,000

Filing and Contact Details

Filer

EIN: 34-1594655

Raw XML Appendix356 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	0	Lois U Horvitz
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	1	Peter A Kuhn
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	2	David P Schlabig
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	0	Trustee & President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	1	Trustee, Exec Dir & Sec
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	2	OH
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName	0	Lois U Foundation Administrators
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine1	0	1001 Lakeside Avenue Suite 900
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State	0	OH
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	0	HRH Scholarship Fund
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	0	N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	0	Set up by trustees.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	1001 Lakeside Ave 900
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	Cleveland
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	44114
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture	0	22000
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	42650
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	0
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	36354
IRS990PF/UndistributedIncome/AppliedToPriorYears	0	0
IRS990PF/UndistributedIncome/AppliedToYear1	0	0
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	36354
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g3	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1	0	431621
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2	0	427150
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3	0	470689
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4	0	608230
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5	0	581858
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5	0	581858
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	1954381
IRS990PF/UndistributedIncome/ExcessFromCurrentYear	0	16691
IRS990PF/UndistributedIncome/ExcessFromYear1	0	431621
IRS990PF/UndistributedIncome/ExcessFromYear2	0	427150
IRS990PF/UndistributedIncome/ExcessFromYear3	0	470689
IRS990PF/UndistributedIncome/ExcessFromYear4	0	608230
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax	0	0
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome	0	0
IRS990PF/UndistributedIncome/QualifyingDistributions	0	53045
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	16691
IRS990PF/UndistributedIncome/TaxableAmount1	0	0
IRS990PF/UndistributedIncome/TaxableAmount2	0	0
IRS990PF/UndistributedIncome/TotalCorpus	0	2536239
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	2519548
IRS990PF/UndistributedIncome/TotalForPriorYears	0	0
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	0
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear	0	0
OtherAssetsSchedule/OtherAssets/BOYBookValue	0	90609
OtherAssetsSchedule/OtherAssets/Description	0	Barlow Partners Offshore Limited
OtherAssetsSchedule/OtherAssets/EOYBookValue	0	90609
OtherAssetsSchedule/OtherAssets/EOYFMV	0	135068
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount	0	300
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount	1	19639
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category	0	Custody Fees
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category	1	Investment Management Fees
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps	1	9820
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome	0	300
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome	1	9819
TaxesSchedule/Taxes/Amount	0	200
TaxesSchedule/Taxes/Category	0	State Taxes Paid
TaxesSchedule/Taxes/DisbursementsCharitablePrps	0	200
TaxesSchedule/Taxes/NetInvestmentIncome	0	0
ReturnHeader/BuildTS	0	2016-02-24 21:20:13Z
ReturnHeader/Filer/EIN	0	341594655
ReturnHeader/Filer/Name/BusinessNameLine1	0	Lois U Horvitz Foundation
ReturnHeader/Filer/NameControl	0	LOIS
ReturnHeader/Filer/Phone	0	2164792200
ReturnHeader/Filer/USAddress/AddressLine1	0	1001 Lakeside Avenue No 900
ReturnHeader/Filer/USAddress/City	0	Cleveland
ReturnHeader/Filer/USAddress/State	0	OH
ReturnHeader/Filer/USAddress/ZIPCode	0	441141151
ReturnHeader/Officer/AuthorizeThirdParty	0	1
ReturnHeader/Officer/DateSigned	0	2012-03-16
ReturnHeader/Officer/Name	0	David P Schlabig
ReturnHeader/Officer/Phone	0	2164792200
ReturnHeader/Officer/Title	0	Trustee, Executive Director/Sect
ReturnHeader/PreparerFirm/EIN	0	341866587
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	Parkland Management CompanyLLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	1001 Lakeside Avenue Suite 900
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	Cleveland
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	OH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	441141151
ReturnHeader/Preparer/Name	0	David P Schlabig
ReturnHeader/Preparer/Phone	0	2164792200
ReturnHeader/ReturnType	0	990PF
ReturnHeader/TaxPeriodBeginDate	0	2011-01-01
ReturnHeader/TaxPeriodEndDate	0	2011-12-31
ReturnHeader/TaxYear	0	2011
ReturnHeader/Timestamp	0	2012-03-15T09:32:43-05:00

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $310,007
Liabilities: $0
Net assets: $310,007
Revenue: -
Expenses: $63,164
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2018Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$0.02	$1.47	$1.45
2017Detailed filing. Detailed filing data is available for this year.	$1.45	$0.00	$1.45	$5.01	$7.43	$2.42
2016Detailed filing. Detailed filing data is available for this year.	$3.87	$0.00	$3.87	$5.48	$3.59	$1.89
2015Detailed filing. Detailed filing data is available for this year.	$1.98	$0.00	$1.98	$0.85	$4.68	$3.83
2014Detailed filing. Detailed filing data is available for this year.	$2.26	$0.00	$2.26	$0.15	$2.81	$2.67
2013Detailed filing. Detailed filing data is available for this year.	$2.91	$0.00	$2.91	$0.15	$0.24	$0.10
2011Detailed filing. Detailed filing data is available for this year.	$3.10	$0.00	$3.10		$0.63
2010Detailed filing. Detailed filing data is available for this year.	$3.29	$0.00	$3.29		$4.86