Civic Intelligence

The Horizon Foundation

990PF • Fiscal year 2016 • EIN 75-2947962

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 10, 2017

5760 Legacy Dr Ste B3-388Plano, TX 75024

(972) 334-9000

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

100th percentile

1584%

Higher net margin than 100% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

97th percentile

136%

Faster asset growth than 97% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Assets

Up

$1,064,170

Up $612,367 (+136%) from 2015

Net Assets

Up

$1,061,670

Up $612,367 (+136%) from 2015

Liabilities

Flat

$2,500

Flat from 2015

Revenue

Down

-$7,525

Down $14,589 (-207%) from 2015

Expenses

Down

$111,677

Down $390,323 (-78%) from 2015

Net Income

Up

-$119,202

Up $375,734 (+76%) from 2015

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $1,267,747Liabilities 2011: $02011Assets 2012: $2,583,814Liabilities 2012: $2,500Net Assets 2012: $2,581,3142012Assets 2013: $1,993,008Liabilities 2013: $2,500Net Assets 2013: $1,990,5082013Assets 2014: $955,887Liabilities 2014: $2,500Net Assets 2014: $953,3872014Assets 2015: $451,803Liabilities 2015: $2,500Net Assets 2015: $449,3032015Assets 2016: $1,064,170Liabilities 2016: $2,500Net Assets 2016: $1,061,6702016Assets 2017: $5,431,228Liabilities 2017: $0Net Assets 2017: $5,431,2282017Assets 2019: $9,504,000Liabilities 2019: $02019Assets 2020: $22,807,218Liabilities 2020: $0Net Assets 2020: $22,807,2182020Assets 2021: $20,236,224Liabilities 2021: $0Net Assets 2021: $20,236,2242021Assets 2022: $15,936,488Liabilities 2022: $0Net Assets 2022: $15,936,4882022Assets 2023: $17,849,477Liabilities 2023: $12023Assets 2024: $25,516,176Liabilities 2024: $6,492Net Assets 2024: $25,509,6842024

Highlighted filing

2016

Assets$1,064,170
Liabilities$2,500
Net Assets$1,061,670

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2011: $56,439Expenses 2011: $485,699Net Income 2011: -$429,2602011Expenses 2012: $250,4642012Revenue 2013: -$21,290Expenses 2013: $553,205Net Income 2013: -$574,4952013Revenue 2014: $32,972Expenses 2014: $1,075,577Net Income 2014: -$1,042,6052014Revenue 2015: $7,064Expenses 2015: $502,000Net Income 2015: -$494,9362015Revenue 2016: -$7,525Expenses 2016: $111,677Net Income 2016: -$119,2022016Revenue 2017: $23,927Expenses 2017: $1,048,605Net Income 2017: -$1,024,6782017Revenue 2019: $80,829Expenses 2019: $4,031,903Net Income 2019: -$3,951,0742019Revenue 2020: $134,822Expenses 2020: $838,732Net Income 2020: -$703,9102020Revenue 2021: $534,661Expenses 2021: $985,977Net Income 2021: -$451,3162021Revenue 2022: -$185,664Expenses 2022: $3,585,630Net Income 2022: -$3,771,2942022Revenue 2023: $515,900Expenses 2023: $4,475,361Net Income 2023: -$3,959,4612023Revenue 2024: $9,378,083Expenses 2024: $8,079,418Net Income 2024: $1,298,6652024

Highlighted filing

2016

Revenue-$7,525
Expenses$111,677
Net Income-$119,202
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 10, 2017
Return Version
2016v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RODGER M SANDERSChairman/Pres/Treas-$0--
JEAN ANN BROCKVP/Secretary-$0--
Filing and Contact Details

Filer

Filer Name
The Horizon Foundation
EIN
75-2947962
In Care Of
% SALLY ANDERSON
Phone
9723349000
Address
5760 Legacy Dr Ste B3-388, Plano, TX 75024

Signing Officer

Name
Rodger M Sanders
Title
President
Phone
9723349000
Signed
2017-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Kpmg Llp
Address
2323 Ross Avenue Suite 1400, Dallas, TX 75201-2709
Preparer
Daniel Holt
Phone
2148402000
Raw XML Appendix370 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.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITABLE OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CHARITABLE OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6CHARITABLE OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BALLROOM MARFA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1TEXAS PARKS AND WILDLIFE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SUL ROSS STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3VINTAGE CLUB EMPLOYEE SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4DEVILS RIVER CONSERVANCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5DALLAS 24 HOUR CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6MAXWELL HALSTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE - 501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE - 501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE - 501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE - 501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE - 501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE - 501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE - 501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0108 EAST SAN ANTONIO ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12914 SWISS AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22623 GARNER FIELD ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt375-001 Vintage Drive West
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4201 W 5TH STREET SUITE 1300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt56125 LUTHER LANE 391
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61751 LAKE COOK ROAD 540
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MARFA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2UVALDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Indian Wells
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4AUSTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6DEERFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd079843
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd175204
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd278801
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd392210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd478701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd575225
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd660015
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0108002
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt019749
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019749
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0470278
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01013928
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0448510
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0195598
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0413561
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0413561
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02218405
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt090091
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0470278
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01013928
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0448510
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0195598
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0109840
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt090091
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02631966
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02541875
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LoansFromOfficersSchedule/LoansFromOfficerGrp/BalanceDueAmt02500
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderConsiderationDesc0CASH
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderPersonNm0RODGER SANDERS
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanPurposeTxt0GENERAL FUNDING
LoansFromOfficersSchedule/LoansFromOfficerGrp/SecurityProvidedBorrowerTxt0NONE
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-34
OtherIncomeSchedule2/OtherIncomeDetail/Desc0RESOURCE LAND FUND II LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Maxwell Halsted Partners
OtherIncomeSchedule2/OtherIncomeDetail/Desc2Less UBTI reported on form 990T
OtherIncomeSchedule2/OtherIncomeDetail/Desc3Rental Loss
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02088
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1-1462
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2-1581
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt3-34
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02088
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-1462
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2-34
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0-12360
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1746397
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0TAX VS BOOK RECOG OF FLOW THROUGH INC
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1BOOK RECOG OF CHANGE IN UNREAL GAIN
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RODGER M SANDERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09723349000
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Horizon Foundation
ReturnHeader/Filer/BusinessNameControlTxt0HORI
ReturnHeader/Filer/EIN0752947962
ReturnHeader/Filer/InCareOfNm0% SALLY ANDERSON
ReturnHeader/Filer/PhoneNum09723349000
ReturnHeader/Filer/USAddress/AddressLine1Txt05760 Legacy Dr Ste B3-388
ReturnHeader/Filer/USAddress/CityNm0Plano
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075024
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07C76D5B382486A23692CECA2CC559D83C0030359
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId088C8008F781A068DD5E30B4AF4716AB88534A752
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId075290020173185000031
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.102.5
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KPMG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02323 Ross Avenue Suite 1400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dallas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0752012709
ReturnHeader/PreparerPersonGrp/PhoneNum02148402000
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Daniel Holt
ReturnHeader/ReturnTs02017-11-14T15:22:07-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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