Civic Intelligence

The Easter Seals Ucp Horizons Foundation Inc

990 • Fiscal year 2011 • EIN 56-2172655

Jul 01, 2010 to Jun 30, 2011 • Filed on Feb 03, 2012

Organization ProfileWWW.EASTERSEALSUCP.COM
5171 Glenwood AvenueRoom/Suite 40027612
Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

Higher debt load relative to assets than 12% of similar nonprofits.

2011 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

95th percentile

85%

Faster asset growth than 95% of similar nonprofits.

2011 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$2,267,711

Up $1,039,134 (+85%) from 2010

Net Assets

Up

$2,267,555

Up $1,039,134 (+85%) from 2010

Liabilities

Flat

$156

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$29,670

Up $24,050 (+428%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth95th 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: $1,228,577Liabilities 2010: $156Net Assets 2010: $1,228,4212010Assets 2011: $2,267,711Liabilities 2011: $156Net Assets 2011: $2,267,5552011Assets 2012: $2,491,529Liabilities 2012: $156Net Assets 2012: $2,491,3732012Assets 2013: $2,680,006Liabilities 2013: $37,000Net Assets 2013: $2,643,0062013Assets 2014: $3,240,453Liabilities 2014: $0Net Assets 2014: $3,240,4532014Assets 2015: $2,851,688Liabilities 2015: $0Net Assets 2015: $2,851,6882015Assets 2016: $2,740,064Liabilities 2016: $36,000Net Assets 2016: $2,704,0642016Assets 2017: $3,063,899Liabilities 2017: $80,608Net Assets 2017: $2,983,2912017Assets 2018: $3,243,128Liabilities 2018: $35,829Net Assets 2018: $3,207,2992018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2011

Assets$2,267,711
Liabilities$156
Net Assets$2,267,555
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $5,6202010Expenses 2011: $29,6702011Revenue 2012: $328,997Expenses 2012: $27,084Net Income 2012: $301,9132012Revenue 2013: $293,907Expenses 2013: $239,731Net Income 2013: $54,1762013Revenue 2014: $500,571Expenses 2014: $104,949Net Income 2014: $395,6222014Revenue 2015: $231,412Expenses 2015: $497,055Net Income 2015: -$265,6432015Revenue 2016: $127,376Expenses 2016: $177,788Net Income 2016: -$50,4122016Revenue 2017: $168,770Expenses 2017: $63,610Net Income 2017: $105,1602017Revenue 2018: $90,013Expenses 2018: $61,916Net Income 2018: $28,0972018Revenue 2019: $116,205Expenses 2019: $3,077,034Net Income 2019: -$2,960,8292019

Highlighted filing

2011

Revenue-
Expenses$29,670
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Feb 3, 2012
Return Version
2010v3.7
Gross Receipts
$1,090,223
Mission and Program Overview

Mission

The entity is a not-for-profit charitable organization dedicated to being a lifelong partner to people managing disabilities and mental health challenges

Filing and Contact Details

Filer

EIN
56-2172655
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IRS990/Description0THE EASTER SEALS UCP HORIZONS FOUNDATION, INC. WAS FORMED FOR THE PURPOSE OF ADVANCING THE INDEPENDENCE, PRODUCTIVITY AND FULL CITIZENSHIP OF INDIVIDUALS WITH CEREBRAL PALSY AND OTHER DEVELOPMENTAL DISABILITIES, TO PROMOTE THE IMAGE OF EASTER SEALS UCP NORTH CAROLINA & VIRGINIA, INC. AND TO PROVIDE PRIVATE FINANCIAL RESOURCES TO ITS AFFILIATED ORGANIZATION(S) THROUGH ACTIVITIES SUCH AS CAPITAL AND ENDOWMENT GIVING.
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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0THE ORGANIZATION'S ENDOWMENT CONSISTS OF FOUR DONOR-RESTRICTED ENDOWMENTS THAT SUPPORT PARTICULAR PROGRAMS OR TYPES OF EXPENDITURE. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP), NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES, AS APPROVED BY THE HORIZONS FOUNDATION BOARD, FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTIBLE STREAM OF FUNDING TO THE PROGRAMS SUPPORTED BY THE ENDOWMENT FUNDS WHILE ALSO MAINTAINING THE PURCHASING POWER OF THOSE ENDOWMENT ASSETS OVER THE LONG-TERM. THE ORGANIZATION'S PRIMARY GOALS ARE TO PRESERVE PRINCIPAL AND TO MAXIMIZE INCOME WITHIN A FRAMEWORK OF MODERATE RISK ASSUMPTION. SECONDARY GOALS ARE CAPITAL APPRECIATION AND GROWTH OF INCOME TO MAINTAIN PURCHASING POWER.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1THE ORGANIZATION EVALUATES ITS UNCERTAIN TAX POSITIONS USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10-25, RECOGNITION OF A TAX POSITION. ACCORDINGLY, THE ORGANIZATION'S POLICY IS TO RECORD A LIABILITY FOR ANY TAX POSITION TAKEN THAT IS BENEFICIAL TO THE ORGANIZATION, INCLUDING ANY RELATED INTEREST AND PENALTIES, WHEN IT IS MORE LIKELY THAN NOT THE POSITION OF MANAGEMENT WITH RESPECT TO A TRANSACTION OR CLASS OF TRANSACTIONS WILL BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION. MANAGEMENT BELIEVES THERE ARE NO SUCH POSITIONS AS OF JUNE 30, 2011 AND 2010. TAX YEARS SUBSEQUENT TO 2007 REMAIN SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTIONS.
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IRS990ScheduleO/GeneralExplanation/Explanation0THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE AND PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING OF THE FINAL RETURN.
IRS990ScheduleO/GeneralExplanation/Explanation1IT IS THE POLICY OF THE ORGANIZATION (EASTER SEALS UCP NORTH CAROLINA & VIRGINIA, INC.(ESUCP) AND EASTER SEALS UCP HORIZONS FOUNDATION, RELATED ORGANIZATIONS AS DISCLOSED ON SCHEDULE R) TO PROVIDE ON-GOING MONITORING, CONDUCT A REVIEW AND UPDATE THE AGENCY'S POLICIES AS NECESSARY. THE POLICIES ARE REVIEWED ON AN ANNUAL BASIS. THE POLICIES ARE REVISED AS NEEDED WITH APPROVAL BY THE EXECUTIVE TEAM. THE CFO IS RESPONSIBLE FOR ENSURING ENFORCEMENT BY ESTABLISHING AND PROVIDING TRAINING OF PROCESSES AND PROCEDURES, AS NEEDED, WHICH COMPLY WITH THE APPROVED POLICIES. THE ORGANIZATION REQUIRES THE BOARD OF DIRECTORS, OFFICERS AND LEADERSHIP (INCLUDES ALL MANAGEMENT LEVEL POSITIONS) TO ACT IN THE BEST INTERESTS OF THE ORGANIZATION, AND NOT IN THE FURTHERANCE OF PERSONAL INTERESTS OR THE INTERESTS OF THIRD PARTIES. THESE INDIVIDUALS ARE REQUIRED TO PROVIDE A FULL DISCLOSURE OF ANY RELATIONSHIP, INFLUENCE OR ACTIVITY THAT MIGHT IMPAIR, OR EVEN APPEAR TO IMPAIR, THE ABILITY TO MAKE OBJECTIVE AND FAIR DECISIONS WHEN REPRESENTING THE ORGANIZATION, ANY EMPLOYMENT, CONSULTING RELATIONSHIP OR ADVISORY ACTIVITY WITH A COMPETITOR, POTENTIAL COMPETITOR, CUSTOMER OR POTENTIAL CUSTOMER OF THE ORGANIZATION, ANY SITUATIONS IN WHICH MATERIALS, SPECIALIZED KNOWLEDGE, AND/OR TECHNIQUES HAVE BEEN PROVIDED AS A RESULT OF AFFILIATION WITH THE ORGANIZATION, ANY RELATIONSHIP (PERSONAL OR FAMILY), INTEREST OR OWNERSHIP WITH A VENDOR, CONTRACTOR, GRANTOR, SUPPLIER OR CONSULTANT WITH WHOM THE ORGANIZATION DOES OR INTENDS TO DO BUSINESS, AND ANY BUSINESS OR FAMILY RELATIONSHIP, WITH ANY OTHER OFFICER, DIRECTOR, TRUSTEE OR KEY EMPLOYEE OF THE ORGANIZATION. DISCLOSURE IS REQUIRED TO BE IN WRITING AND UPDATED ON AN ANNUAL BASIS THEREAFTER. IF CIRCUMSTANCES CHANGE BEFORE THE ANNUAL DISCLOSURE REQUEST, REVISED INFORMATION IS REQUIRED AS IT OCCURS. ANY DISCLOSURE INFORMATION PROVIDED BY THE BOARD OF DIRECTORS AND OFFICERS IS REVIEWED BY THE BOARD OF DIRECTORS' EXECUTIVE COMMITTEE. LEADERSHIP DISCLOSURES ARE REVIEWED BY HUMAN RESOURCES AND OFFICERS.
IRS990ScheduleO/GeneralExplanation/Explanation2NO COMPENSATION IS PAID TO EXECUTIVES DIRECTLY BY THIS ORGANIZATION. THE BOARD OF DIRECTORS' PERSONNEL, COMPENSATION & EXECUTIVE EVALUATION COMMITTEE (COMMITTEE) FOR ITS AFFILIATE ORGANIZATION EASTER SEALS UCP NORTH CAROLINA & VIRGINIA, INC. (AS DISCLOSED ON SCH. R) ESTABLISHES THE COMPENSATION OF THE CEO. IN ARRIVING AT REASONABLE COMPENSATION THE COMMITTEE UTILIZES VARIOUS RESOURCES INCLUDING AN INDEPENDENT CONSULTANT, CEO COMPENSATION REPORTED ON THE FORM 990 FOR SIMILAR ORGANIZATIONS, AS WELL AS OTHER RELEVANT COMPENSATION RESOURCES. THE COMMITTEE MAKES A RECOMMENDATION TO THE BOARD OF DIRECTORS. BASED ON THE INFORMATION PROVIDED AND DELIBERATION BY THE BOARD OF DIRECTORS, THE CEO COMPENSATION IS ESTABLISHED THROUGH A WRITTEN EMPLOYMENT CONTRACT. IN ADDITION THE COMMITTEE ANNUALLY EVALUATES THE PERFORMANCE OF THE CEO.
IRS990ScheduleO/GeneralExplanation/Explanation3NO COMPENSATION IS PAID DIRECTLY BY THIS ORGANIZATION TO ANY OFFICERS OR KEY EMPLOYEES. AS WITH THE COMPENSATION POLICY AND PROCEDURES OBSERVED FOR THE "TOP OFFICIAL" (AS DISCLOSED ABOVE UNDER PART VI, LINE 15A), ALL COMPENSATION REMUNERATED TO OFFICERS OR KEY EMPLOYEES BY THE ORGANIZATION'S AFFILIATE ORGANIZATION, EASTER SEALS UCP NORTH CAROLINA & VIRGINIA, INC. IS SUBJECT TO THE DECISIONS OF THE BOARD OF DIRECTORS' PERSONNEL, COMPENSATION & EXECUTIVE EVALUATION COMMITTEE. COMPENSATION DECISIONS FOR OFFICERS AND KEY EMPLOYEES ALSO INCLUDES REFERENCE TO CONTEMPORANEOUS COMPARABLE EXTERNAL SALARY DATA AND RECOMMENDATIONS FROM THE CEO.
IRS990ScheduleO/GeneralExplanation/Explanation4REQUEST FOR PUBLIC FINANCIAL INFORMATION AND/OR GOVERNING DOCUMENTS ARE AVAILABLE AT THE PRINCIPAL OFFICE OR BY REQUESTING IN WRITING (INCLUDING EMAIL).
IRS990ScheduleO/GeneralExplanation/Explanation5JOYCE STEVENS, FORMER CFO, VOLUNTARILY SEVERED HER EMPLOYMENT WITH THE ORGANIZATION'S AFFILIATE EASTER SEALS UCP NORTH CAROLINA & VIRGINIA, INC. IN MARCH, 2011. BRAD ROBERTS SUCCEEDED TO THE CFO POSITION DURING 2011 AND THEREFORE WILL NOT RECEIVE HIS INITIAL FORM W-2 FROM THE ORGANIZATION UNTIL JANUARY, 2012.
IRS990ScheduleO/GeneralExplanation/Identifier0ORGANIZATION'S PROCESS USED TO REVIEW FORM 990
IRS990ScheduleO/GeneralExplanation/Identifier1ENFORCEMENT OF CONFLICTS POLICY
IRS990ScheduleO/GeneralExplanation/Identifier2COMPENSATION PROCESS FOR TOP OFFICIAL
IRS990ScheduleO/GeneralExplanation/Identifier3COMPENSATION PROCESS FOR OFFICERS
IRS990ScheduleO/GeneralExplanation/Identifier4GOVERNING DOCUMENTS DISCLOSURE EXPLANATION
IRS990ScheduleO/GeneralExplanation/Identifier5ADDITIONAL INFORMATION
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART VII
IRS990/ScheduleORequired0true
IRS990ScheduleR/ExchangeOfAssets0false
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine105171 GLENWOOD AVENUE SUITE 400
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0RALEIGH
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0NC
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode027612
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IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA0N/A
IRS990ScheduleR/Form990ScheduleRPartII/EIN0560670676
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0501
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0NC
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10EASTER SEALS UCP NC & VA (ESUCP)
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus07
IRS990ScheduleR/Form990ScheduleRPartVII/Explanation0THE RELATED AFFILIATE ORGANIZATION EASTER SEALS UCP NORTH CAROLINA VIRGINIA INC WAS FORMERLY KNOWN AS EASTER SEALS UCP NORTH CAROLINA INC A MERGER WAS EXECUTED EFFECTIVE 63010 BETWEEN THE FORMER EASTER SEALS UCP NORTH CAROLINA INC AND EASTER SEALS VIRGINIA INC THAT IMPACTED THE CONTINUING CONSOLIDATED GROUP FOR FINANCIAL STATEMENT PRESENTATION BUT DID NOT DIRECTLY IMPACT THE LEGAL AND FINANCIAL STANDING OF EASTER SEALS UCP HORIZONS FOUNDATION INC
IRS990ScheduleR/Form990ScheduleRPartVII/Identifier0ADDITIONAL INFORMATION
IRS990ScheduleR/Form990ScheduleRPartVII/ReturnReference0SCHEDULE R
IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg0true
IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg0false
IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrg0false
IRS990ScheduleR/OtherTransferFromOtherOrg0false
IRS990ScheduleR/OtherTransferToOtherOrg0false
IRS990ScheduleR/PerformOfServicesByOtherOrgs0false
IRS990ScheduleR/PerformOfServicesForOtherOrgs0false
IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg0false
IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties0false
IRS990ScheduleR/ReimbursementPaidByOtherOrg0false
IRS990ScheduleR/ReimbursementPaidToOtherOrg0false
IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs0false
IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs0false
IRS990ScheduleR/SaleOfAssetsToOtherOrg0false
IRS990ScheduleR/SharingOfFacilities0false
IRS990ScheduleR/SharingOfPaidEmployees0false
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved0136304
IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination0FAIR MARKET VALUE
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine10EASTER SEALS UCP NC & VA INC
IRS990ScheduleR/TransactionsRelatedOrgsTable/TransactionType0C
IRS990/School0false
IRS990/SignificantChange0false
IRS990/SignificantNewProgramServices0false
IRS990/StateLegalDomicile0NC
IRS990/SubjectToProxyTax0false
IRS990/TaxableDistributions0false
IRS990/TaxablePartyNotification0false
IRS990/TaxExemptBonds0false
IRS990/TemporarilyRestrictedNetAssets/BOY039011
IRS990/TemporarilyRestrictedNetAssets/EOY086252
IRS990/Terminated0false
IRS990/TermOrPermanentEndowments0true
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine105171 GLENWOOD AVENUE SUITE 400
IRS990/TheBooksAreInCareOf/AddressUS/City0RALEIGH
IRS990/TheBooksAreInCareOf/AddressUS/State0NC
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode027612
IRS990/TheBooksAreInCareOf/NamePerson0BRAD ROBERTS
IRS990/TheBooksAreInCareOf/TelephoneNumber09197838898
IRS990/TotalAssets/BOY01228577
IRS990/TotalAssetsBOY01228577
IRS990/TotalAssets/EOY02267711
IRS990/TotalAssetsEOY02267711
IRS990/TotalCompGT150K0true
IRS990/TotalContributions0842053
IRS990/TotalExpensesCurrentYear029670
IRS990/TotalExpensesPriorYear05620
IRS990/TotalFunctionalExpenses/Fundraising022750
IRS990/TotalFunctionalExpenses/ManagementAndGeneral06920

Document Assets

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Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,267,711
Liabilities
$156
Net assets
$2,267,555
Revenue
-
Expenses
$29,670
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.12$3.08$2.96
2018Detailed filing. Detailed filing data is available for this year.$3.24$0.04$3.21$0.09$0.06$0.03
2017Detailed filing. Detailed filing data is available for this year.$3.06$0.08$2.98$0.17$0.06$0.11
2016Detailed filing. Detailed filing data is available for this year.$2.74$0.04$2.70$0.13$0.18$0.05
2015Summary only. Only limited summary data is available for this year.$2.85$0.00$2.85$0.23$0.50$0.27
2014Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.50$0.10$0.40
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.68$0.04$2.64$0.29$0.24$0.05
2012Summary only. Only limited summary data is available for this year.$2.49$0.00$2.49$0.33$0.03$0.30
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.27$0.00$2.27$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.00$1.23$0.01