Civic Intelligence

Horizons Foundation

EIN 63-1104512 • 501(c)3 • Birmingham, AL

Profile

To provide financial support to horizons school, inc., a post -secondary school for young adults with developmental and learning disabilities, to be used to provide scholarships to students who demonstrate a need for financial assistance to pay the costs to attend horizons school.

C/O Regions Bank PO Box 11647Birmingham, AL 35202

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

7th percentile

-45%

Higher net margin than 7% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

30th percentile

-2.2%

Faster asset growth than 30% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

154%

Faster revenue growth than 95% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$1,021,641

Down $22,840 (-2.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,021,641

Down $22,840 (-2.2%) from 2023

Revenue

Up

$50,750

Up $30,786 (+154%) from 2023

Expenses

Down

$73,499

Down $9,730 (-12%) from 2023

Net Income

Up

-$22,749

Up $40,516 (+64%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $1,164,283Liabilities 2011: $0Net Assets 2011: $1,164,2832011Assets 2012: $1,131,365Liabilities 2012: $0Net Assets 2012: $1,131,3652012Assets 2013: $1,121,778Liabilities 2013: $0Net Assets 2013: $1,121,7782013Assets 2014: $1,325,030Liabilities 2014: $0Net Assets 2014: $1,325,0302014Assets 2015: $1,281,945Liabilities 2015: $0Net Assets 2015: $1,281,9452015Assets 2016: $1,256,039Liabilities 2016: $0Net Assets 2016: $1,256,0392016Assets 2017: $1,198,635Liabilities 2017: $0Net Assets 2017: $1,198,6352017Assets 2018: $1,217,908Liabilities 2018: $0Net Assets 2018: $1,217,9082018Assets 2019: $1,189,499Liabilities 2019: $0Net Assets 2019: $1,189,4992019Assets 2020: $1,068,869Liabilities 2020: $0Net Assets 2020: $1,068,8692020Assets 2021: $1,055,455Liabilities 2021: $0Net Assets 2021: $1,055,4552021Assets 2022: $1,108,404Liabilities 2022: $0Net Assets 2022: $1,108,4042022Assets 2023: $1,044,481Liabilities 2023: $0Net Assets 2023: $1,044,4812023Assets 2024: $1,021,641Liabilities 2024: $0Net Assets 2024: $1,021,6412024

Highlighted filing

2024

Assets$1,021,641
Liabilities$0
Net Assets$1,021,641

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2011: $33,917Expenses 2011: $75,005Net Income 2011: -$41,0882011Revenue 2012: $48,718Expenses 2012: $81,720Net Income 2012: -$33,0022012Revenue 2013: $69,636Expenses 2013: $78,849Net Income 2013: -$9,2132013Revenue 2014: $290,028Expenses 2014: $86,822Net Income 2014: $203,2062014Revenue 2015: $39,359Expenses 2015: $83,152Net Income 2015: -$43,7932015Revenue 2016: $52,648Expenses 2016: $78,593Net Income 2016: -$25,9452016Revenue 2017: $32,434Expenses 2017: $92,042Net Income 2017: -$59,6082017Revenue 2018: $251,248Expenses 2018: $230,939Net Income 2018: $20,3092018Revenue 2019: $54,708Expenses 2019: $84,109Net Income 2019: -$29,4012019Revenue 2020: $73,040Expenses 2020: $194,154Net Income 2020: -$121,1142020Revenue 2021: $69,960Expenses 2021: $83,408Net Income 2021: -$13,4482021Revenue 2022: $148,850Expenses 2022: $94,954Net Income 2022: $53,8962022Revenue 2023: $19,964Expenses 2023: $83,229Net Income 2023: -$63,2652023Revenue 2024: $50,750Expenses 2024: $73,499Net Income 2024: -$22,7492024

Highlighted filing

2024

Revenue$50,750
Expenses$73,499
Net Income-$22,749

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$0.05$0.07$0.02
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.00$1.04$0.02$0.08$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.00$1.11$0.15$0.09$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.00$1.06$0.07$0.08$0.01
2020Summary only. Only limited summary data is available for this year.$1.07$0.00$1.07$0.07$0.19$0.12
2019Summary only. Only limited summary data is available for this year.$1.19$0.00$1.19$0.05$0.08$0.03
2018Summary only. Only limited summary data is available for this year.$1.22$0.00$1.22$0.25$0.23$0.02
2017Summary only. Only limited summary data is available for this year.$1.20$0.00$1.20$0.03$0.09$0.06
2016Summary only. Only limited summary data is available for this year.$1.26$0.00$1.26$0.05$0.08$0.03
2015Summary only. Only limited summary data is available for this year.$1.28$0.00$1.28$0.04$0.08$0.04
2014Summary only. Only limited summary data is available for this year.$1.33$0.00$1.33$0.29$0.09$0.20
2013Summary only. Only limited summary data is available for this year.$1.12$0.00$1.12$0.07$0.08$0.01
2012Summary only. Only limited summary data is available for this year.$1.13$0.00$1.13$0.05$0.08$0.03
2011Summary only. Only limited summary data is available for this year.$1.16$0.00$1.16$0.03$0.08$0.04
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 6, 2023
Return Version
2022v5.0
Gross Receipts
$335,356
Mission and Program Overview

Mission

To provide financial support to horizons school, inc., a post -secondary school for young adults with developmental and learning disabilities, to be used to provide scholarships to students who demonstrate a need for financial assistance to pay the costs to attend horizons school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,108,404--
Rtn Earn Endowment Incm Other Fnds-$1,044,481-
Investments in Publicly Traded Securities$1,062,839$1,005,324▼ $57,515
Savings and Temporary Cash Investments$45,565$39,157▼ $6,408
Total Assets$1,108,404$1,044,481▼ $63,923
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,108,404$1,044,481▼ $63,923
Total Liabilities and Net Assets / Fund Balance$1,108,404$1,044,481▼ $63,923
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jane S WebbPresident/director
Don LutomskiDirector
William a KramerDirector
Nick GaedeTreasurer/director
K Wood HerrenSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,500
Investment Income
$18,464
Other Revenue
$0
Change in Net Assets
$-63,265
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$65,000
Other Expenses$12,845
Salaries, Compensation, and Employee Benefits$5,384
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$65,000--$65,000
Other Expenses-$6,969-$6,969
Current Officers, Directors, Trustees, and Key Employees-$5,384-$5,384
Fees for Services Legal-$2,520-$2,520
Fees for Service Investment Mgmnt Fees-$1,386-$1,386
Fees for Services Accounting-$1,150-$1,150
Total Functional Expenses$65,000$18,229$0$83,229
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Horizons SchoolBirmingham, AL501(c)(3)To Provide Scholarship Funds to the Horizons School$65,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

FORM 990, PAGE 6, PART VI, LINE 15A

The agency fees are based upon published fee schedules.

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

The foundation's secretary maintains contemporaneous documentation of all meetings held and any written actions undertaken during the year .

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

The foundation does not have any committees

Form 990, Page 6, Part VI, Line 11-description of Process for Review

The return is provided to an officer/director of the foundation's board for review prior to its filing.

Form 990, Page 6, Part VI, Line 19

The bank as agent makes the annual tax return and documentation available upon written request. Paper copies will be provided.

Filing and Contact Details

Filer

Filer Name
Horizons Foundation
EIN
63-1104512
Phone
2058203141
Address
C/O REGIONS BANK PO BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Secretary
Title
Secretary
Phone
2058203141
Signed
2023-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Regions Bank
Formed
2000
Legal Domicile
Al
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
1850 N CENTRAL AVE STE 700, PHOENIX, AZ 85004
Preparer
Jeffrey E Kuhlin
Phone
4123556000
Supplemental Narrative

Additional Explanations

Lines 12,13 and 14

While this foundation does not have a written conflict of interest policy, a written whistleblower policy, or a written document retention and destruction policy, regions bank as agent does have all of the above policies. All bank policies are monitored by the bank's management.

Explanation for Form 990, Part XI, Line 9

Poai ($129), amortization ($601), cost basis adj $72

Raw XML Appendix389 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.

Path#Value
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IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE FINANCIAL SUPPORT TO HORIZONS SCHOOL, INC., A POST -SECONDARY SCHOOL FOR YOUNG ADULTS WITH DEVELOPMENTAL AND LEARNING DISABILITIES, TO BE USED TO PROVIDE SCHOLARSHIPS TO STUDENTS WHO DEMONSTRATE A NEED FOR FINANCIAL ASSISTANCE TO PAY THE COSTS TO ATTEND HORIZONS SCHOOL.
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IRS990/BooksInCareOfDetail/PhoneNum02058203141
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IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt05384
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt05384
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
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IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
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IRS990/CYOtherExpensesAmt012845
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01500
IRS990/CYRevenuesLessExpensesAmt0-63265
IRS990/CYSalariesCompEmpBnftPaidAmt05384
IRS990/CYTotalExpensesAmt083229
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IRS990/CYTotalRevenueAmt019964
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IRS990/DeductibleNonCashContriInd0false
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IRS990/DescribedInSection501c3Ind0true
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IRS990/EmployeeCnt00
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IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/ExpenseAmt065000
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IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01150
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IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt02520
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IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt01386
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
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IRS990/Form990PartVIISectionAGrp/OfficerInd2X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0JANE S WEBB
IRS990/Form990PartVIISectionAGrp/PersonNm1NICK GAEDE
IRS990/Form990PartVIISectionAGrp/PersonNm2WILLIAM A KRAMER
IRS990/Form990PartVIISectionAGrp/PersonNm3DON LUTOMSKI
IRS990/Form990PartVIISectionAGrp/PersonNm4K WOOD HERREN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-9308
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantAmt065000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt065000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt065000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0306084
IRS990/GrossReceiptsAmt0335356
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt04
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt027772
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt027772
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01062839
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01005324
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0AL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0315392
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE FINANCIAL SUPPORT TO HORIZONS SCHOOL, INC., A POST -SECONDARY SCHOOL FOR YOUNG ADULTS WITH DEVELOPMENTAL AND LEARNING DISABILITIES, TO BE USED TO PROVIDE SCHOLARSHIPS TO STUDENTS WHO DEMONSTRATE A NEED FOR FINANCIAL ASSISTANCE TO PAY THE COSTS TO ATTEND HORIZONS SCHOOL.
IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-658
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES
IRS990/OtherExpensesGrp/Desc1ADR FEES
IRS990/OtherExpensesGrp/Desc2INVESTMENT FEES
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IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
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IRS990/PoliticalCampaignActyInd0false
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IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE BOARD OF DIRECTORS OF THE ORGANIZATION CONSISTS OF INDIVIDUALS WHO ARE CURRENT AND/OR EMERITUS DIRECTORS OF THE SOLE SUPPORTED ORGANIZATION. CONSEQUENTLY, THE SUPPORTED ORGANIZATION, ACTING BY AND THROUGH THESE INDIVIDUALS, IS ABLE TO EXERT A SIGNIFICANT VOICE AND INFLUENCE IN ALL POLICIES, ACTIVITIES AND ACTIONS TAKEN BY OR ON BEHALF OF THE ORGANIZATION,
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1INCLUDING THE POLICIES AND PRACTICES PERTAINING TO MANAGEMENT OF THE ORGANIZATION'S INVESTMENTS AND DISTRIBUTIONS MADE BY THE ORGANIZATION TO THE SUPPORTED ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE ORGANIZATION IS A SUPPORTING ORGANIZATION TO A SINGLE SUPPORTED ORGANIZATION KNOWN AS HORIZONS SCHOOL. HORIZONS SCHOOL IS A PRIVATE POST-SECONDARY SCHOOL SERVING YOUNG ADULTS WITH DEVELOPMENTAL AND LEARNING DISABILITIES. THE ACTIVITIES CONDUCTED BY THE ORGANIZATION CONSIST OF (i) MANAGING ITS INVESTMENT ASSETS AND
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3(ii) MAKING ANNUAL (AND SOMETIMES MORE FREQUENT) DISTRIBUTIONS OF INCOME TO HORIZONS SCHOOL TO BE USED TO PROVIDE SCHOLARSHIP ASSISTANCE TO ECONOMICALLY DISADVANTAGED STUDENTS WHO ARE NOT ABLE TO PAY ALL OR A PORTION OF THE TUITION TO ATTEND HORIZONS SCHOOL.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4THE ANNUAL DISTRIBUTIONS BY THE ORGANIZATION TO HORIZONS SCHOOL WILL TYPICALLY BE AWARDED TO BETWEEN FOUR AND SIX STUDENTS ENROLLED AT HORIZONS SCHOOL AND ARE INTEGRAL TO FURTHERING THE SCHOOL'S EXEMPT MISSION OF EQUIPPING YOUNG ADULTS WITH DEVELOPMENTAL AND LEARNING DISABILITIES TO GAIN INDEPENDENCE AND BECOME FUNCTIONING, CONTRIBUTING MEMBERS OF THEIR COMMUNITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt5THE ORGANIZATION IS, AND HAS FOR MANY YEARS BEEN, RESPONSIVE TO HORIZONS SCHOOL BY MAKING REGULAR, SUBSTANTIAL DISTRIBUTIONS TO THE SCHOOL TO BE USED FOR SCHOLARSHIP ASSISTANCE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt6IF THE ORGANIZATION DID NOT MAINTAIN A SCHOLARSHIP FUND, AND MAKE DISTRIBUTIONS TO HORIZONS SCHOOL TO BE USED FOR SCHOLARSHIP ASSISTANCE TO ITS STUDENTS, IT WOULD BE INCUMBENT ON HORIZONS SCHOOL TO ESTABLISH A SCHOLARSHIP FUND AND USE INCOME GENERATED BY THE FUND TO PROVIDE SCHOLARSHIP ASSISTANCE TO STUDENTS WHO ARE NOT ABLE TO PAY ALL OR A PORTION OF THE TUITION TO ATTEND HORIZONS SCHOOL.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2SCHEDULE A, PART IV, SECTION E, LINE 2A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3SCHEDULE A, PART IV, SECTION E, LINE 2A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4SCHEDULE A, PART IV, SECTION E, LINE 2A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc5SCHEDULE A, PART IV, SECTION E, LINE 2A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc6SCHEDULE A, PART IV, SECTION E, LINE 2B
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0631251343
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt065000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE HORIZONS SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt065000
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt065000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE SCHOLARSHIP FUNDS TO THE HORIZONS SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE HORIZONS SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0631251343
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02018 5TH AVENUE SOUTH
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BIRMINGHAM
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0AL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0352053812
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION PROVIDES GRANTS TO THE HORIZON SCHOOL TO PROVIDE FUNDS FOR SCHOLARHIPS AND FINANCIAL ASSISTANCE FOR STUDENTS AND FAMILIES. ALL DECISIONS REGARDING THE ULTIMATE RECIPIENTS OF THE SCHOLARSHIPS ARE MADE BY HORIZON SCHOOL. THE FOUNDATION DISBURSES FUNDS IN THE NAME OF THE HORIZONS SCHOOL IN THE AMOUNT REQUESTED BY THE SCHOOL AND APPROVED BY THE FOUNDATION'S BOARD. THE FOUNDATION DOES NOT MONITOR THE USE OF FUNDS ONCE IT HAS MADE DISTRIBUTIONS TO THE HORIZONS SCHOOL.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WHILE THIS FOUNDATION DOES NOT HAVE A WRITTEN CONFLICT OF INTEREST POLICY, A WRITTEN WHISTLEBLOWER POLICY, OR A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY, REGIONS BANK AS AGENT DOES HAVE ALL OF THE ABOVE POLICIES. ALL BANK POLICIES ARE MONITORED BY THE BANK'S MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE AGENCY FEES ARE BASED UPON PUBLISHED FEE SCHEDULES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FOUNDATION'S SECRETARY MAINTAINS CONTEMPORANEOUS DOCUMENTATION OF ALL MEETINGS HELD AND ANY WRITTEN ACTIONS UNDERTAKEN DURING THE YEAR .
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FOUNDATION DOES NOT HAVE ANY COMMITTEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE RETURN IS PROVIDED TO AN OFFICER/DIRECTOR OF THE FOUNDATION'S BOARD FOR REVIEW PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BANK AS AGENT MAKES THE ANNUAL TAX RETURN AND DOCUMENTATION AVAILABLE UPON WRITTEN REQUEST. PAPER COPIES WILL BE PROVIDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6POAI ($129), AMORTIZATION ($601), COST BASIS ADJ $72
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0LINES 12,13 AND 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE HORIZONS SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0631251343
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170(b)(1)(A)(ii)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02018 15TH AVENUE SOUTH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BIRMINGHAM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd035205
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt065000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0THE HORIZONS SCHOOL
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0AL
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01108404
IRS990/TotalAssetsEOYAmt01044481
IRS990/TotalAssetsGrp/BOYAmt01108404
IRS990/TotalAssetsGrp/EOYAmt01044481
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt018229
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt065000
IRS990/TotalFunctionalExpensesGrp/TotalAmt083229
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01108404
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01044481
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt01500
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt01500
IRS990/TotalProgramServiceExpensesAmt065000
IRS990/TotalProgramServiceRevenueAmt01500
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt018464
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01500
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt019964
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01108404
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01044481
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0250 RIVERCHASE PKWY EAST
IRS990/USAddress/CityNm0BIRMINGHAM
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd035244
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SECRETARY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum02058203141
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HORIZONS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HORI
ReturnHeader/Filer/EIN0631104512
ReturnHeader/Filer/PhoneNum02058203141
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O REGIONS BANK PO BOX 11647
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035202
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01850 N CENTRAL AVE STE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085004
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY E KUHLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-09T11:00:40-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0K WOOD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HERREN
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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