Civic Intelligence

Shauna B Horne Foundation

990PF • Fiscal year 2018 • EIN 87-0676733

Jan 01, 2018 to Dec 31, 2018 • Filed on Dec 20, 2019

Organization Profile
78 N StreetSalt Lake City, UT 84103-3860

(801) 455-1823

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

73rd percentile

17%

Higher net margin than 73% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

64th percentile

8.0%

Faster asset growth than 64% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

Score unavailable

No value available

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

Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$7,140

Up $526 (+8.0%) from 2017

Net Assets

Up

$7,140

Up $526 (+8.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin73rd percentile

Revenue

Up

$3,116

Up $3,116 from 2017

Expenses

Up

$2,590

Up $1,990 (+332%) from 2017

Net Income

Up

$526

Up $1,126 (+188%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$20K$15K$10K$5.0K$0Assets 2010: $17,663Liabilities 2010: $0Net Assets 2010: $17,6632010Assets 2011: $15,171Liabilities 2011: $0Net Assets 2011: $15,1712011Assets 2012: $12,352Liabilities 2012: $0Net Assets 2012: $12,3522012Assets 2013: $10,321Liabilities 2013: $0Net Assets 2013: $10,3212013Assets 2014: $9,825Liabilities 2014: $0Net Assets 2014: $9,8252014Assets 2015: $8,289Liabilities 2015: $0Net Assets 2015: $8,2892015Assets 2016: $7,214Liabilities 2016: $0Net Assets 2016: $7,2142016Assets 2017: $6,614Liabilities 2017: $0Net Assets 2017: $6,6142017Assets 2018: $7,140Liabilities 2018: $0Net Assets 2018: $7,1402018Assets 2019: $6,968Liabilities 2019: $0Net Assets 2019: $6,9682019

Highlighted filing

2018

Assets$7,140
Liabilities$0
Net Assets$7,140
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0K$2.0K$0-$2.0K-$4.0KExpenses 2010: $2,0892010Expenses 2011: $1,8652011Expenses 2012: $9152012Revenue 2013: -$6Expenses 2013: $2,025Net Income 2013: -$2,0312013Revenue 2014: $144Expenses 2014: $640Net Income 2014: -$4962014Revenue 2015: -$86Expenses 2015: $1,450Net Income 2015: -$1,5362015Revenue 2016: $475Expenses 2016: $1,550Net Income 2016: -$1,0752016Revenue 2017: $0Expenses 2017: $600Net Income 2017: -$6002017Revenue 2018: $3,116Expenses 2018: $2,590Net Income 2018: $5262018Revenue 2019: $3Expenses 2019: $175Net Income 2019: -$1722019

Highlighted filing

2018

Revenue$3,116
Expenses$2,590
Net Income$526
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Dec 20, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD G HORNETrustee/Director-$0--
Filing and Contact Details

Filer

Filer Name
Shauna B Horne Foundation
EIN
87-0676733
Phone
8014551823
Address
78 N STREET, SALT LAKE CITY, UT 84103-3860

Signing Officer

Name
Richard G Horne
Title
Trustee
Phone
8014551823
Signed
2019-12-20
Discuss with paid preparer
Yes

Preparer

Firm
Hartle & Rees LLC
Address
448 EAST WINCHESTER STREET STE 225, SALT LAKE CITY, UT 84107
Preparer
Michael S Hartle CPA
Phone
8019042070
Raw XML Appendix319 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/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO SUPPORT THE FUNDIN ITS CHARITABLEEFFORTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BATEMANHORNE CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ADOPT TOGETHER FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt024 SOUTH 1100 EAST STE 205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 1234
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SALT LAKE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SEARCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd084102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd172145
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02000
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/AppliedToYear1Amt01040
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01078
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01078
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0275
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt014
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0110
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01078
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0721
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0721
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02440
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01400
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0721
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0399
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01040
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD G HORNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08014551823
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-12-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHAUNA B HORNE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHAU
ReturnHeader/Filer/EIN0870676733
ReturnHeader/Filer/PhoneNum08014551823
ReturnHeader/Filer/USAddress/AddressLine1Txt078 N STREET
ReturnHeader/Filer/USAddress/CityNm0SALT LAKE CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd0841033860
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B6EDBCA33C8E9122FB9BF2FA8D2EDD51DA5B5F9A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03755A257FDDD008663BCC21CF0E32BB68744741F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.218.218.21
ReturnHeader/FilingSecurityInformation/IPDt02019-12-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm013:28:16
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARTLE & REES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0448 EAST WINCHESTER STREET STE 225
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALT LAKE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084107
ReturnHeader/PreparerPersonGrp/PhoneNum08019042070
ReturnHeader/PreparerPersonGrp/PreparationDt02019-12-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL S HARTLE CPA
ReturnHeader/ReturnTs02019-12-20T13:28:26-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,140
Liabilities
$0
Net assets
$7,140
Revenue
$3,116
Expenses
$2,590
Net income
$526
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$6.97$0.00$6.97$0.00$0.18$0.17
2018Detailed filing. Detailed filing data is available for this year.$7.14$0.00$7.14$3.12$2.59$0.53
2017Detailed filing. Detailed filing data is available for this year.$6.61$0.00$6.61$0.00$0.60$0.60
2016Detailed filing. Detailed filing data is available for this year.$7.21$0.00$7.21$0.48$1.55$1.08
2015Detailed filing. Detailed filing data is available for this year.$8.29$0.00$8.29$0.09$1.45$1.54
2014Detailed filing. Detailed filing data is available for this year.$9.83$0.00$9.83$0.14$0.64$0.50
2013Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.01$2.03$2.03
2012Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$0.92
2011Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$1.87
2010Detailed filing. Detailed filing data is available for this year.$17.7$0.00$17.7$2.09