Civic Intelligence

The Horizon Foundation Inc

990 • Fiscal year 2020 • EIN 65-0872214

Jan 01, 2020 to Dec 31, 2020 • Filed on May 04, 2021

Organization Profileleecountybusiness.com/horizon-foundation

Refreshing map…

2031 Jackson Street Suite 120Fort Myers, FL 33901

(239) 338-3161

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.02x

Higher debt load relative to assets than 43% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

45th percentile

0.04x

Higher debt load relative to revenue than 45% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

85th percentile

40%

Higher net margin than 85% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

78th percentile

35%

Faster asset growth than 78% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

84th percentile

43%

Faster revenue growth than 84% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$716,951

Up $187,441 (+35%) from 2019

Net Assets

Up

$702,082

Up $172,925 (+33%) from 2019

Liabilities

Up

$14,869

Up $14,516 (+4112%) from 2019

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin85th percentile

Revenue

Up

$418,516

Up $125,783 (+43%) from 2019

Expenses

Up

$252,851

Up $125,742 (+99%) from 2019

Net Income

Up

$165,665

Up $41 (+0.0%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$1.0M$500K$0Assets 2010: $422,999Liabilities 2010: $0Net Assets 2010: $422,9992010Assets 2011: $317,604Liabilities 2011: $0Net Assets 2011: $317,6042011Assets 2012: $405,558Liabilities 2012: $0Net Assets 2012: $405,5582012Assets 2013: $424,908Liabilities 2013: $150Net Assets 2013: $424,7582013Assets 2014: $846,067Liabilities 2014: $17,687Net Assets 2014: $828,3802014Assets 2015: $648,976Liabilities 2015: $3,337Net Assets 2015: $645,6392015Assets 2016: $605,776Liabilities 2016: $15,414Net Assets 2016: $590,3622016Assets 2017: $553,362Liabilities 2017: $44,010Net Assets 2017: $509,3522017Assets 2018: $378,663Liabilities 2018: $7,630Net Assets 2018: $371,0332018Assets 2019: $529,510Liabilities 2019: $353Net Assets 2019: $529,1572019Assets 2020: $716,951Liabilities 2020: $14,869Net Assets 2020: $702,0822020Assets 2021: $812,756Liabilities 2021: $14,966Net Assets 2021: $797,7902021Assets 2022: $923,962Liabilities 2022: $39,899Net Assets 2022: $884,0632022Assets 2023: $809,644Liabilities 2023: $25,778Net Assets 2023: $783,8662023Assets 2024: $768,991Liabilities 2024: $53,540Net Assets 2024: $715,4512024

Highlighted filing

2020

Assets$716,951
Liabilities$14,869
Net Assets$702,082
Open 2020 Filing

Operations Trend

Revenue Growth84th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $170,2052010Revenue 2011: $273,881Expenses 2011: $379,276Net Income 2011: -$105,3952011Expenses 2012: $201,0932012Revenue 2013: $280,786Expenses 2013: $261,586Net Income 2013: $19,2002013Revenue 2014: $700,929Expenses 2014: $297,307Net Income 2014: $403,6222014Revenue 2015: $390,289Expenses 2015: $573,030Net Income 2015: -$182,7412015Revenue 2016: $361,862Expenses 2016: $417,139Net Income 2016: -$55,2772016Revenue 2017: $171,803Expenses 2017: $252,813Net Income 2017: -$81,0102017Revenue 2018: $324,532Expenses 2018: $462,851Net Income 2018: -$138,3192018Revenue 2019: $292,733Expenses 2019: $127,109Net Income 2019: $165,6242019Revenue 2020: $418,516Expenses 2020: $252,851Net Income 2020: $165,6652020Revenue 2021: $501,104Expenses 2021: $405,396Net Income 2021: $95,7082021Revenue 2022: $543,275Expenses 2022: $457,002Net Income 2022: $86,2732022Revenue 2023: $598,513Expenses 2023: $698,710Net Income 2023: -$100,1972023Revenue 2024: $600,423Expenses 2024: $668,833Net Income 2024: -$68,4102024

Highlighted filing

2020

Revenue$418,516
Expenses$252,851
Net Income$165,665
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 4, 2021
Return Version
2020v4.1
Gross Receipts
$420,940
Mission and Program Overview

Mission

The foundation is organized exclusively for the support of the economic development office of the lee county government, and its public-private advisory committee, the horizon council.

See Exempt Purpose.PDF

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$308,232$545,104▲ $236,872
Savings and Temporary Cash Investments$171,278$171,847▲ $569
Accounts Receivable$50,000--
Total Assets$529,510$716,951▲ $187,441
Liabilities
Accounts Payable and Accrued Expenses$353$14,869▲ $14,516
Total Liabilities$353$14,869▲ $14,516
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$481,907$665,832▲ $183,925
Net Assets With Donor Restrictions$47,250$36,250▼ $11,000
Total Net Assets Fund Balance$529,157$702,082▲ $172,925
Total Liabilities and Net Assets / Fund Balance$529,510$716,951▲ $187,441

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$32,500$32,500
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
Chris SpiroHorizon Council Chair - Nonvo
David BartonLee County IDA ChairDirector
Wayne KirkwoodImmediate Past PresidentDire
Dan EveloffPresidentDirector
Gail MarkhamVice PresidentDirector
John TalmageLee County EDO DirectorDirec
Kristy KnuppSecretaryDirector
Mark StevensTreasurerDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$417,625
Program Service Revenue
$0
Investment Income
$25
Other Revenue
$866
All Other Contributions
$417,625
Change in Net Assets
$165,665
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$165,070
Total Fundraising Expense$60,843
Professional Fundraising Fees$59,375
Grants and Similar Amounts Paid$28,406
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Professional Fundraising--$59,375$59,375
Conferences and Meetings$39,667--$39,667
Grants to Domestic Orgs$28,406--$28,406
Other Expenses$25,200--$25,200
Fees for Services Legal-$12,171-$12,171
Fees for Services Accounting-$10,500-$10,500
All Other Expenses-$8,751$1,468$10,219
Advertising$3,433--$3,433
Insurance-$1,986-$1,986
Total Functional Expenses$158,600$33,408$60,843$252,851
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Economic Development OfficeFort Myers, FL-Contribution towards marketing efforts$28,406
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$59,375
Fundraising Gross Income$3,290
Fundraising Direct Expenses$2,424
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
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

Governing body decisions Part VI line 7B

“The Executive Committee, consisting of the officers and other members of the Board of Directors, conducts business on behalf of the Foundation between regular meetings. All decisions and actions taken by the Executive Committee are ratified by the Board at the next general meeting.”

Form 990 governing body review Part VI line 11

“A draft of the entire Form 990 is provided to the Horizon President prior to filing. The President has the authority to accept the Form 990 on behalf of the entire Board of Directors and seek approval via ratification at the next executive committee meeting.”

Governing documents etc available to public Part VI line 19

“The Foundations governing documents, conflict of interst policy, and financial statements are made available upon request.”

Part VII response or note to any other line in Part VII

“The Foundation does not directly employ any individuals. All staff are employees of the Economic Development Office of the Lee County government. There are 8 Directors and officers listed on Part VII. Chris Spiro is not a voting member, so only 7 Directors are voting members.”

Filing and Contact Details

Filer

Filer Name
Horizon Foundation Inc
EIN
65-0872214
Address
2031 Jackson Street Suite 120, Fort Myers, FL 33901

Signing Officer

Name
Dan Eveloff
Title
President
Phone
2393383161
Signed
2021-05-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dan Eveloff
Formed
1998
Legal Domicile
Fl
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Tuscan & Company PA
Address
12621 World Plaza Lane Bldg 55, Fort Myers, FL 33907
Preparer
Jeffrey M Tuscan CPA
Phone
2393332090
Supplemental Narrative

Additional Explanations

Not undergone required audits or steps for audit part XII line 3B

“At the time of Form 990 preparation, the audit of the Financial Statements by a CPA firm was in progress, however the audit will not be completed before the final due date of Form 990, 11/15/21.”

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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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IRS990ScheduleA/OtherIncome170Grp/TotalAmt08350
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99320
IRS990ScheduleA/PublicSupportTotal170Amt01245833
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0417625
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0397667
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0430541
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01245833
IRS990ScheduleA/TotalSupportAmt01254346
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/DepreciationAmt032500
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt032500
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt028406
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Contribution towards marketing efforts
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Economic Development Office
IRS990ScheduleI/RecipientTable/RecipientEIN0596000702
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02201 Second Street Suite 500
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Fort Myers
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd033901
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Monitor the data analytics associated with Learn Program and Develop Lee programs (both grant funded) I.E. web visits, demographic profile reports, business assistance guides
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Monitoring procedures (Part I, line 2)
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Executive Committee, consisting of the officers and other members of the Board of Directors, conducts business on behalf of the Foundation between regular meetings. All decisions and actions taken by the Executive Committee are ratified by the Board at the next general meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A draft of the entire Form 990 is provided to the Horizon President prior to filing. The President has the authority to accept the Form 990 on behalf of the entire Board of Directors and seek approval via ratification at the next executive committee meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Foundations governing documents, conflict of interst policy, and financial statements are made available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3At the time of Form 990 preparation, the audit of the Financial Statements by a CPA firm was in progress, however the audit will not be completed before the final due date of Form 990, 11/15/21.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Foundation does not directly employ any individuals. All staff are employees of the Economic Development Office of the Lee County government. There are 8 Directors and officers listed on Part VII. Chris Spiro is not a voting member, so only 7 Directors are voting members.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Not undergone required audits or steps for audit part XII line 3b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part VII response or note to any other line in Part VII
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0529510
IRS990/TotalAssetsEOYAmt0716951
IRS990/TotalAssetsGrp/BOYAmt0529510
IRS990/TotalAssetsGrp/EOYAmt0716951
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0417625
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt060843
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt033408
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0158600
IRS990/TotalFunctionalExpensesGrp/TotalAmt0252851
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0353
IRS990/TotalLiabilitiesEOYAmt014869
IRS990/TotalLiabilitiesGrp/BOYAmt0353
IRS990/TotalLiabilitiesGrp/EOYAmt014869
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0529157
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0702082
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0158600
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0891
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0418516
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0529510
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0716951
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0leecountybusiness.com/horizon-foundation
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Dan Eveloff
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02393383161
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Horizon Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0HORI
ReturnHeader/Filer/EIN0650872214
ReturnHeader/Filer/USAddress/AddressLine1Txt02031 Jackson Street Suite 120
ReturnHeader/Filer/USAddress/CityNm0Fort Myers
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033901
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260254161
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tuscan & Company PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012621 World Plaza Lane Bldg 55
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fort Myers
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033907
ReturnHeader/PreparerPersonGrp/PhoneNum02393332090
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey M Tuscan CPA
ReturnHeader/ReturnTs02021-11-12T11:14:11-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Dan
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Eveloff
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$716,951
Liabilities
$14,869
Net assets
$702,082
Revenue
$418,516
Expenses
$252,851
Net income
$165,665
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.69$0.54$7.15$6.00$6.69$0.68
2023Detailed filing. Detailed filing data is available for this year.$8.10$0.26$7.84$5.99$6.99$1.00
2022Detailed filing. Detailed filing data is available for this year.$9.24$0.40$8.84$5.43$4.57$0.86
2021Detailed filing. Detailed filing data is available for this year.$8.13$0.15$7.98$5.01$4.05$0.96
2020Detailed filing. Detailed filing data is available for this year.$7.17$0.15$7.02$4.19$2.53$1.66
2019Detailed filing. Detailed filing data is available for this year.$5.30$0.00$5.29$2.93$1.27$1.66
2018Detailed filing. Detailed filing data is available for this year.$3.79$0.08$3.71$3.25$4.63$1.38
2017Detailed filing. Detailed filing data is available for this year.$5.53$0.44$5.09$1.72$2.53$0.81
2016Detailed filing. Detailed filing data is available for this year.$6.06$0.15$5.90$3.62$4.17$0.55
2015Detailed filing. Detailed filing data is available for this year.$6.49$0.03$6.46$3.90$5.73$1.83
2014Detailed filing. Detailed filing data is available for this year.$8.46$0.18$8.28$7.01$2.97$4.04
2013Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$2.81$2.62$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.06$0.00$4.06$2.01
2011Summary only. Only limited summary data is available for this year.$3.18$0.00$3.18$2.74$3.79$1.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.23$0.00$4.23$1.70