Civic Intelligence

Horlock Foundation

990PF • Fiscal year 2013 • EIN 74-2155927

Dec 01, 2012 to Nov 30, 2013 • Filed on Oct 01, 2014

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.

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

28th percentile

-3.2%

Faster asset growth than 28% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$760,579

Down $25,226 (-3.2%) from 2012

Net Assets

Down

$760,579

Down $25,226 (-3.2%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$51,906

Up $12,097 (+30%) from 2012

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

2013

Assets$760,579
Liabilities$0
Net Assets$760,579

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

2013

Revenue-
Expenses$51,906
Net Income-
Jump To
Filing Snapshot
Filing Period
Dec 1, 2012 to Nov 30, 2013
Signed
Oct 1, 2014
Return Version
2012v2.1
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 GrantSALVATION ARMYGENERAL OPERATING EXPENSESPUBLIC CHARITYHOUSTON, TX, US$6,000
Paid GrantTHE GLADNEY CENTERGENERAL OPERATING EXPENSESPUBLIC CHARITYFORT WORTH, TX, US$5,000
Paid GrantMISSION OF YAHWEHGENERAL OPERATING EXPENSESPUBLIC CHARITYHOUSTON, TX, US$5,000
Paid GrantMUSEUM OF FINE ARTS HOUSTONGENERAL OPERATING EXPENSESPUBLIC CHARITYHOUSTON, TX, US$4,800
Paid GrantTHE KINKAID SCHOOLGENERAL OPERATING EXPENSESPUBLIC CHARITYHOUSTON, TX, US$4,600
Paid GrantHELPING HAND HOME FOR CHILDRENGENERAL OPERATING EXPENSESPUBLIC CHARITYAUSTIN, TX, US$4,400
Paid GrantSECOND BAPTIST SCHOOLGENERAL OPERATING EXPENSESPUBLIC CHARITYHOUSTON, TX, US$2,500
Paid GrantYELLOWSTONE ACADEMYGENERAL OPERATING EXPENSESPUBLIC CHARITYHOUSTON, TX, US$1,500
Paid GrantTEXAS CHILDREN'S HOSPITALGENERAL OPERATING EXPENSESPUBLIC CHARITYHOUSTON, TX, US$1,400
Paid GrantCLAYTON DABNEY FOUNDATION FOR KIDS FOR CANCERGENERAL OPERATING EXPENSESPUBLIC CHARITYDALLAS, TX, US$1,292
Paid GrantGLOBAL MEDIA OUTREACHGENERAL OPERATING EXPENSESPUBLIC CHARITYPLANO, TX, US$1,000
Filing and Contact Details

Filer

EIN
74-2155927
Raw XML AppendixShowing 400 of 486 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
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AccountingFeesSchedule/AccountingFees/NetInvestmentIncome02150
AppliedToPriorYearElection/Election0APPLY TO 2006 UNDISTRIBUTED AMOUNT
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue0145832
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV0154636
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0CORPORATE BONDS
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IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0785805
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IRS990PF/BalanceSheets/TotalNetAssetsBOY0785805
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IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-13529
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis062692
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis123518
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis233935
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02011-01-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12010-02-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22010-02-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02013-10-24
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22013-06-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0ANNALY CAPITAL MANAGEMENT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1AXIS CAPITAL HOLDINGS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2WEINGARTEN REALTY INVEST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3CAPITAL GAINS DIVIDENDS
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IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0760579
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IRS990PF/DistributableAmount/DistributableAmountBeforeAdj039466
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IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0370
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances40
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
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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/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9GENERAL OPERATING EXPENSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution10GENERAL OPERATING EXPENSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution11GENERAL OPERATING EXPENSES
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11TEXAS CHILDREN'S HOSPITAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12CLAYTON DABNEY FOUNDATION FOR KIDS FOR CANCER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13HELPING HAND HOME FOR CHILDREN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14THE GLADNEY CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15ST MARTINS CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16MISSION OF YAHWEH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17SECOND BAPTIST SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18YELLOWSTONE ACADEMY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine19GLOBAL MEDIA OUTREACH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine110SALVATION ARMY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine111MUSEUM OF FINE ARTS HOUSTON
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus7PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus8PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus9PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus10PUBLIC CHARITY
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship8NONE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship10NONE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine128150 N CENTRAL EXPRESSWAY 795
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine133804 AVENUE B
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1101500 AUSTIN STREET
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3AUSTIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4FORT WORTH
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6HOUSTON
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City9PLANO
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8TX
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode4761324122
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode975024

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