Civic Intelligence

Greater Horizons Trust

EIN 82-2581863 • 501(c)3 • Kansas City, MO

Profile

The mission of greater horizons trust is to act as a supporting organization of and carrying out the charitable purposes of the greater kansas city community foundation by increasing charitable giving through connecting and educating donors so they can create their charitable legacies to make the world a better place.

1055 Broadway Blvd Ste 130Kansas City, MO 64105

n/A

Siviq Scores

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

Liabilities / Assets

20th percentile

0.04x

Higher debt load relative to assets than 20% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

38th percentile

0.22x

Higher debt load relative to revenue than 38% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

8th percentile

-28%

Higher net margin than 8% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

6th percentile

$0

Higher top officer pay than 6% of similar nonprofits.

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

501(c)3 • $50M-$100M nonprofits • Source year 2024

Asset Growth

23rd percentile

-1.1%

Faster asset growth than 23% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-86%

Faster revenue growth than 1% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$59,379,540

Down $630,073 (-1.0%) from 2023

Liabilities

Up

$2,190,700

Up $1,236,693 (+130%) from 2023

Net Assets

Down

$57,188,840

Down $1,866,766 (-3.2%) from 2023

Operations
Liabilities / Revenue38th percentileNet Margin8th percentile

Revenue

Down

$10,071,553

Down $59,516,256 (-86%) from 2023

Expenses

Up

$12,901,854

Up $5,335,268 (+71%) from 2023

Net Income

Down

-$2,830,301

Down $64,851,524 (-105%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

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

$80M$60M$40M$20M$0Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017Assets 2018: $2,017,724Liabilities 2018: $550,000Net Assets 2018: $1,467,7242018Assets 2019: $3,337,113Liabilities 2019: $2,175,000Net Assets 2019: $1,162,1132019Assets 2020: $1,624,458Liabilities 2020: $1,175,000Net Assets 2020: $449,4582020Assets 2021: $1,512,899Liabilities 2021: $300,000Net Assets 2021: $1,212,8992021Assets 2022: $1,106,080Liabilities 2022: $200,000Net Assets 2022: $906,0802022Assets 2023: $60,009,613Liabilities 2023: $954,007Net Assets 2023: $59,055,6062023Assets 2024: $59,379,540Liabilities 2024: $2,190,700Net Assets 2024: $57,188,8402024

Highlighted filing

2024

Assets$59,379,540
Liabilities$2,190,700
Net Assets$57,188,840
Open 2024 Filing

Operations Trend

Revenue Growth1st percentile

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

$80M$60M$40M$20M$0-$20MRevenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $3,132,724Expenses 2018: $1,665,000Net Income 2018: $1,467,7242018Revenue 2019: $1,767,881Expenses 2019: $2,073,492Net Income 2019: -$305,6112019Revenue 2020: $9,048,228Expenses 2020: $6,239,091Net Income 2020: $2,809,1372020Revenue 2021: $6,065,263Expenses 2021: $3,754,758Net Income 2021: $2,310,5052021Revenue 2022: $2,536,262Expenses 2022: $2,634,162Net Income 2022: -$97,9002022Revenue 2023: $69,587,809Expenses 2023: $7,566,586Net Income 2023: $62,021,2232023Revenue 2024: $10,071,553Expenses 2024: $12,901,854Net Income 2024: -$2,830,3012024

Highlighted filing

2024

Revenue$10,071,553
Expenses$12,901,854
Net Income-$2,830,301
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$59,379,540
Liabilities
$2,190,700
Net assets
$57,188,840
Revenue
$10,071,553
Expenses
$12,901,854
Net income
-$2,830,301
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$59.4$2.19$57.2$10.1$12.9$2.83
2023Detailed filing. Detailed filing data is available for this year.$60.0$0.95$59.1$69.6$7.57$62.0
2022Detailed filing. Detailed filing data is available for this year.$1.11$0.20$0.91$2.54$2.63$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.51$0.30$1.21$6.07$3.75$2.31
2020Detailed filing. Detailed filing data is available for this year.$1.62$1.18$0.45$9.05$6.24$2.81
2019Detailed filing. Detailed filing data is available for this year.$3.34$2.18$1.16$1.77$2.07$0.31
2018Detailed filing. Detailed filing data is available for this year.$2.02$0.55$1.47$3.13$1.67$1.47
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 15, 2025
Return Version
2024v5.1
Gross Receipts
$20,354,146
Mission and Program Overview

Mission

NONE

Helps donors create their charitable legacies, so they can make the world a better place. Works to increase charitable giving & connect & educate donors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$57,373,152$55,538,324▼ $1,834,828
Savings and Temporary Cash Investments$2,507,036$3,841,216▲ $1,334,180
Cash and Non-Interest-Bearing Accounts$83,538$0▼ $83,538
Accounts Receivable$45,887$0▼ $45,887
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0--
Land, Buildings, and Equipment, Net$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$60,009,613$59,379,540▼ $630,073
Other Assets Total$0$0→ $0
Liabilities
Grants Payable$954,007$2,190,700▲ $1,236,693
Other Liabilities$0$0→ $0
Total Liabilities$954,007$2,190,700▲ $1,236,693
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$59,055,606$57,188,840▼ $1,866,766
Total Net Assets Fund Balance$59,055,606$57,188,840▼ $1,866,766
Total Liabilities and Net Assets / Fund Balance$60,009,613$59,379,540▼ $630,073

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$55,538,324--
Compensation and Service Providers
Top Officer Pay6th percentile

Board Members and Trustees

NameTitle
Greater Horizons FoundationTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$17,162,664
Program Service Revenue
$0
Investment Income
$125,473
Other Revenue
$-7,216,584
All Other Contributions
$14,984,048
Change in Net Assets
$-2,830,301

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Secur Prtnrshp Trust Intrsts3$14,958,638Market value
Total Noncash Contributions3$14,958,638-

Audited Revenue Reconciliation

Revenue per Audited Statements
$0
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$0
Total Revenue per Form 990
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$12,054,053
Other Expenses$847,801
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$12,054,053--$12,054,053
Other Expenses$0$644,471$0$644,471
Fees for Services Other$0$203,330$0$203,330
Total Functional Expenses$12,054,053$847,801$0$12,901,854

Audited Expense Reconciliation

Line ItemAmount
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Expenses per Audited Statements$0
Other Expense Adjustments$0
Total Expenses per Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Greater Kansas City Community FoundationKansas City, MO501(c)(3)Philanthropy, Volunteerism$12,054,053
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 7A Members or stockholders electing members of governing body

“Greater kansas city community foundation, the supported organization, has the ability to appoint and remove trustees.”

Form 990, Part VI, Line 7B Decisions requiring approval by members or stockholders

“Greater kansas city community foundation has the ability to approve any amendments to the governing documents or to terminate the organization.”

Form 990, Part VI, Line 11B Review of form 990 by governing body

“An independent accounting firm prepares and reviews the 990. The 990 is then reviewed by the organization's trustee or individual with trustee delegated powers. Any questions or concerns the trustee or individual with trustee delegated powers have are addressed and any corrections or clarifications are made. A copy of the 990 is presented to the president of the organization acting as trustee for review and approval prior to filing.”

Form 990, Part VI, Line 12C Conflict of interest policy

“Annually each trustee, or individual with trustee-delegated powers, are asked to review the conflict of interest policy and update their disclosure. This information is available to the trust trustees and is used to ensure that should a conflict of interest arise that the individual involved abstains from voting or participating in any decision.”

Form 990, Part VI, Line 19 Required documents available to the public

“The organization's governing documents, conflict of interest policy and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Greater Horizons Trust
EIN
82-2581863
Phone
8168420944
Address
1055 BROADWAY BLVD STE 130, KANSAS CITY, MO 64105

Signing Officer

Name
Deborah Wilkerson
Title
CEO
Phone
8168420944
Signed
2025-11-15
Discuss with paid preparer
Yes

Organization Details

Formed
2017
Legal Domicile
Mo
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Forvis Mazars LLP
Address
1201 Walnut Street Suite 1700, Kansas City, MO 64106-2246
Preparer
Michael Engle
Phone
8162216300
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9 Other changes in net assets or fund balances

“K-1 FLOWTHROUGH UBI & OTHER (INCOME)/LOSS - 7216584; Total - 7216584;”

Financial Statement Notes

Schedule D, Part X, Line 2 UNCERTAIN TAX POSITIONS

“Management has evaluated their income tax positions under the guidance included asc 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements.”

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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Greater Kansas City Community Foundation
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IRS990ScheduleD/OtherExpensesNotIncludedAmt00
IRS990ScheduleD/OtherRevenueAmt00
IRS990ScheduleD/OtherRevenuesNotIncludedAmt00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt055538324
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Closely-held equity interests
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Financial derivatives
IRS990ScheduleD/OtherSecuritiesGrp/Desc2OTHER SECURITIES
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part X, Line 2 UNCERTAIN TAX POSITIONS
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IRS990ScheduleD/TotalRevenuePerForm990Amt00
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IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Philanthropy, Volunteerism
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Greater Kansas City Community Foundation
IRS990ScheduleI/RecipientTable/RecipientEIN0431152398
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01055 Broadway Blvd Ste130
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Kansas City
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MO
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd064105
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GREATER HORIZONS TRUST IS A SUPPORTING ORGANIZATION OF THE GREATER KANSAS CITY COMMUNITY FOUNDATION, A 501(C)(3) PUBLIC CHARITY. ALL GRANTS ARE ISSUED TO THE GREATER KANSAS CITY COMMUNITY FOUNDATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.
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IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0THE NUMBER IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS DURING THE YEAR.
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule M, Part I Column B
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GREATER KANSAS CITY COMMUNITY FOUNDATION, THE SUPPORTED ORGANIZATION, HAS THE ABILITY TO APPOINT AND REMOVE TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GREATER KANSAS CITY COMMUNITY FOUNDATION HAS THE ABILITY TO APPROVE ANY AMENDMENTS TO THE GOVERNING DOCUMENTS OR TO TERMINATE THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE 990. THE 990 IS THEN REVIEWED BY THE ORGANIZATION'S TRUSTEE OR INDIVIDUAL WITH TRUSTEE DELEGATED POWERS. ANY QUESTIONS OR CONCERNS THE TRUSTEE OR INDIVIDUAL WITH TRUSTEE DELEGATED POWERS HAVE ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS ARE MADE. A COPY OF THE 990 IS PRESENTED TO THE PRESIDENT OF THE ORGANIZATION ACTING AS TRUSTEE FOR REVIEW AND APPROVAL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUALLY EACH TRUSTEE, OR INDIVIDUAL WITH TRUSTEE-DELEGATED POWERS, ARE ASKED TO REVIEW THE CONFLICT OF INTEREST POLICY AND UPDATE THEIR DISCLOSURE. THIS INFORMATION IS AVAILABLE TO THE TRUST TRUSTEES AND IS USED TO ENSURE THAT SHOULD A CONFLICT OF INTEREST ARISE THAT THE INDIVIDUAL INVOLVED ABSTAINS FROM VOTING OR PARTICIPATING IN ANY DECISION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5K-1 FLOWTHROUGH UBI & OTHER (INCOME)/LOSS - 7216584; Total - 7216584;
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 7a Members or stockholders electing members of governing body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b Review of form 990 by governing body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 12c Conflict of interest policy
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19 Required documents available to the public
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part XI, Line 9 Other changes in net assets or fund balances
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0MO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0CHARITABLE TRUSTS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0CHARITABLE REMAINDER TRUSTS (26)
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IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PredominantIncomeTypeTxt1N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0RENTAL
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt1INSTITUTIONAL INVESTMENT FIRM
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0LGZ LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt1BLOCKTOWER CREDIT PARTNERS OFFSHORE LP
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt0PO Box 411299
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt11221 BRICKELLAVE STE 700
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0Kansas City
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt7NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt8GKCCF
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt9GKCCF
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ALLEN AND GLORIA BLOCK FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1ANN & GARY DICKINSON CHARITABLE FDN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2BECKY BAILEY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3BICKNELL FAMILY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4CASALENA FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt5GREATER HORIZONS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt6GREATER HORIZONS FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt7GREATER KANSAS CITY COMMUNITY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt8GREATER LEES SUMMIT HEALTHCARE FDN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt9HATCH FAMILY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt10HIGHLAND KANSAS CITY FOUNDATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt11IRVEN E AND NEVADA P LINSCOMB FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt12KANSAS CITY PUBLIC LIBRARY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt13NACARATO FAMILY TRUST

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