Civic Intelligence

Horlock Foundation

990PF • Fiscal year 2012 • EIN 74-2155927

Dec 01, 2011 to Nov 30, 2012 • Filed on Oct 05, 2013

2006-b Potomac77057
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

56th percentile

2.2%

Faster asset growth than 56% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$785,805

Up $16,645 (+2.2%) from 2011

Net Assets

$785,805

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$39,809

Down $221 (-0.6%) from 2011

Net Income

-

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.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $769,160Liabilities 2011: $02011Assets 2012: $785,805Liabilities 2012: $0Net Assets 2012: $785,8052012Assets 2013: $760,579Liabilities 2013: $0Net Assets 2013: $760,5792013Assets 2014: $738,377Liabilities 2014: $0Net Assets 2014: $738,3772014Assets 2015: $747,971Liabilities 2015: $0Net Assets 2015: $747,9712015Assets 2016: $1,326,334Liabilities 2016: $0Net Assets 2016: $1,326,3342016Assets 2017: $1,336,214Liabilities 2017: $0Net Assets 2017: $1,336,2142017Assets 2018: $1,304,894Liabilities 2018: $0Net Assets 2018: $1,304,8942018Assets 2019: $1,323,121Liabilities 2019: $0Net Assets 2019: $1,323,1212019Assets 2020: $1,298,668Liabilities 2020: $0Net Assets 2020: $1,298,6682020Assets 2021: $1,387,416Liabilities 2021: $0Net Assets 2021: $1,387,4162021Assets 2022: $1,296,251Liabilities 2022: $0Net Assets 2022: $1,296,2512022Assets 2023: $1,255,708Liabilities 2023: $0Net Assets 2023: $1,255,7082023Assets 2024: $1,515,080Liabilities 2024: $0Net Assets 2024: $1,515,0802024

Highlighted filing

2012

Assets$785,805
Liabilities$0
Net Assets$785,805

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $150,553Expenses 2011: $40,030Net Income 2011: $110,5232011Expenses 2012: $39,8092012Expenses 2013: $51,9062013Revenue 2014: $44,673Expenses 2014: $53,229Net Income 2014: -$8,5562014Revenue 2015: $43,208Expenses 2015: $47,365Net Income 2015: -$4,1572015Revenue 2016: $176,256Expenses 2016: $32,381Net Income 2016: $143,8752016Revenue 2017: $52,871Expenses 2017: $48,271Net Income 2017: $4,6002017Revenue 2018: $63,754Expenses 2018: $95,074Net Income 2018: -$31,3202018Revenue 2019: $65,623Expenses 2019: $45,601Net Income 2019: $20,0222019Revenue 2020: $58,240Expenses 2020: $82,693Net Income 2020: -$24,4532020Revenue 2021: $172,106Expenses 2021: $80,341Net Income 2021: $91,7652021Revenue 2022: -$9,364Expenses 2022: $82,496Net Income 2022: -$91,8602022Revenue 2023: $44,095Expenses 2023: $84,890Net Income 2023: -$40,7952023Revenue 2024: $354,548Expenses 2024: $95,176Net Income 2024: $259,3722024

Highlighted filing

2012

Revenue-
Expenses$39,809
Net Income-
Jump To
Filing Snapshot
Filing Period
Dec 1, 2011 to Nov 30, 2012
Signed
Oct 5, 2013
Return Version
2011v1.5
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROY M HORLOCKPres, VP, Sec, Treas, DirectorPT$0--
NANCY HORLOCK LISENBYDirector-$0--
KATHY HORLOCK BAKERDirector-$0--
PEGGY HORLOCK DICKERSONDirector-$0--
ROY M HORLOCK JRDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantST MARTINS CHURCHGENERAL OPERATING EXPENSESPUBLIC CHARITYHOUSTON, TX, US$7,500
Paid GrantTHE MISSION OF YAHWEHGENERAL OPERATING EXPENSESPUBLIC CHARITYHOUSTON, TX, US$5,000
Paid GrantHOUSTON HOSPICEGENERAL OPERATING EXPENSESPUBLIC CHARITYHOUSTON, TX, US$5,000
Paid GrantMUSEUM OF FINE ARTS HOUSTONGENERAL OPERATING EXPENSESPUBLIC CHARITYHOUSTON, TX, US$5,000
Paid GrantTEXAS CENTER FOR REGIONAL STUDIESGENERAL OPERATING EXPENSESPUBLIC CHARITYRICHARDS, TX, US$4,500
Paid GrantTHE KINKAID SCHOOLGENERAL OPERATING EXPENSESPUBLIC CHARITYHOUSTON, TX, US$3,110
Paid GrantHELPING HAND HOME FOR CHILDRENGENERAL OPERATING EXPENSESPUBLIC CHARITYAUSTIN, TX, US$1,750
Paid GrantCLAYTON DABNEY FOUNDATION FOR KIDS WITH CANCERGENERAL OPERATING EXPENSESPUBLIC CHARITYHOUSTON, TX, US$1,000
Paid GrantTEXAS CHILDREN'S HOSPITALGENERAL OPERATING EXPENSESPUBLIC CHARITYHOUSTON, TX, US$1,000
Paid GrantDR PHILLIP SALEM MD RESEARCHGENERAL OPERATING EXPENSESPUBLIC CHARITYHOUSTON, TX, US$300
Paid GrantGEORGE BUSH LIBRARY FOUNDATIONGENERAL OPERATING EXPENSESPUBLIC CHARITYCOLLEGE STATION, TX, US$100
Paid GrantYOUNG LIFE WESTGENERAL OPERATING EXPENSESPUBLIC CHARITYAUSTIN, TX, US$100
Paid GrantNBIAGENERAL OPERATING EXPENSESPUBLIC CHARITYAUSTIN, TX, US$100
Filing and Contact Details

Filer

EIN
74-2155927
Raw XML AppendixShowing 400 of 484 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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AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps02100
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome02100
AppliedToPriorYearElection/Election0APPLY TO 2006 UNDISTRIBUTED AMOUNT
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue0203284
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV0225607
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0CORPORATE BONDS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0308803
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0351974
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0EQUITY
InvestmentsOtherSchedule2/InvestmentsOther/BookValue060509
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV066960
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount048199
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
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IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount0140
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IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
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IRS990PF/BalanceSheets/CapitalStockBOY00
IRS990PF/BalanceSheets/CapitalStockEOY00
IRS990PF/BalanceSheets/CashBOY038623
IRS990PF/BalanceSheets/CashEOY0151329
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IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0300845
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IRS990PF/BalanceSheets/TotalAssetsBOY0769160
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IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
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IRS990PF/BalanceSheets/TotalNetAssetsBOY0769160
IRS990PF/BalanceSheets/TotalNetAssetsEOY0785805
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome08115
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis120215
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis240437
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02010-02-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12010-02-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22010-02-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-04-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-10-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-10-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0AXIS CAPITAL HOLDINGDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1PUBLIC STORAGE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2PUBLIC STORAGE
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IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses016645
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IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
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IRS990PF/DistributableAmount/DistributableAmountAsAdjusted038541
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj038541
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IRS990PF/DistributableAmount/MinimumInvestmentReturn039076
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0535
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0965
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments01500
IRS990PF/ExemptPF0X
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0ROY M HORLOCK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1NANCY HORLOCK LISENBY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2KATHY HORLOCK BAKER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3PEGGY HORLOCK DICKERSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4ROY M HORLOCK JR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRES, VP, SEC, TREAS, DIR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine102006-B POTOMAC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine112006-B POTOMAC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine122006-B POTOMAC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine132006-B POTOMAC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine142006-B POTOMAC
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City4HOUSTON
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8GENERAL OPERATING EXPENSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9GENERAL OPERATING EXPENSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution10GENERAL OPERATING EXPENSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution11GENERAL OPERATING EXPENSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution12GENERAL OPERATING EXPENSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10CLAYTON DABNEY FOUNDATION FOR KIDS WITH CANCER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11GEORGE BUSH LIBRARY FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12THE KINKAID SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13YOUNG LIFE WEST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14DR PHILLIP SALEM MD RESEARCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15NBIA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16TEXAS CENTER FOR REGIONAL STUDIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17THE MISSION OF YAHWEH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18HOUSTON HOSPICE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine19TEXAS CHILDREN'S HOSPITAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine110HELPING HAND HOME FOR CHILDREN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine111ST MARTINS CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine112MUSEUM OF FINE ARTS HOUSTON
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6NONE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship8NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship9NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship10NONE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship12NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1012335 KINGSRIDE 347
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11TEXAS AM UNIVERSITY 1145 TAMU
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12201 KINKAID SCHOOL DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13PO BOX 163403
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14SAINT LUKES HOSPITAL PO BOX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15C/O AMY KARAKOURTIS 24 COUSTEAU
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1710247 ALGIERS
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1103804 AVENUE B
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City9HOUSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City10AUSTIN
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4TX
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7TX
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode077024
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode277024
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode3787163403
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode677873
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode877030

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.35$0.10$0.26
2023Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.04$0.08$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.01$0.08$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.17$0.08$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.06$0.08$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.07$0.05$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.06$0.10$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.05$0.05$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.18$0.03$0.14
2015Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.04$0.05$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.04$0.05$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.05
2012Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.04
2011Summary only. Only limited summary data is available for this year.$0.77$0.00$0.15$0.04$0.11