Civic Intelligence

Horizons Foundation

990 • Fiscal year 2017 • EIN 94-2686530

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 23, 2018

Organization ProfileWWW.HORIZONSFOUNDATION.ORG

View Organization Page

550 Montgomery Street No 700San Francisco, CA 94111

(415) 398-2333

Siviq Scores

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

Liabilities / Assets

17th percentile

0.03x

Higher debt load relative to assets than 17% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

18th percentile

0.08x

Higher debt load relative to revenue than 18% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Net Margin

93rd percentile

54%

Higher net margin than 93% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

38th percentile

$202,520

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Asset Growth

91st percentile

29%

Faster asset growth than 91% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

83rd percentile

32%

Faster revenue growth than 83% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$34,727,062

Up $7,765,566 (+29%) from 2016

Net Assets

Up

$33,837,328

Up $7,951,527 (+31%) from 2016

Liabilities

Down

$889,734

Down $185,961 (-17%) from 2016

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin93rd percentile

Revenue

Up

$11,484,844

Up $2,793,593 (+32%) from 2016

Expenses

Up

$5,326,676

Up $437,852 (+9.0%) from 2016

Net Income

Up

$6,158,168

Up $2,355,741 (+62%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$80M$60M$40M$20M$0Assets 2011: $7,591,272Liabilities 2011: $493,801Net Assets 2011: $7,097,4712011Assets 2012: $21,454,158Liabilities 2012: $3,455,948Net Assets 2012: $17,998,2102012Assets 2013: $21,414,834Liabilities 2013: $744,084Net Assets 2013: $20,670,7502013Assets 2014: $23,280,576Liabilities 2014: $812,450Net Assets 2014: $22,468,1262014Assets 2015: $22,196,005Liabilities 2015: $823,858Net Assets 2015: $21,372,1472015Assets 2016: $26,961,496Liabilities 2016: $1,075,695Net Assets 2016: $25,885,8012016Assets 2017: $34,727,062Liabilities 2017: $889,734Net Assets 2017: $33,837,3282017Assets 2018: $34,206,703Liabilities 2018: $619,136Net Assets 2018: $33,587,5672018Assets 2019: $36,173,974Liabilities 2019: $694,684Net Assets 2019: $35,479,2902019Assets 2020: $35,854,872Liabilities 2020: $910,183Net Assets 2020: $34,944,6892020Assets 2021: $41,480,128Liabilities 2021: $911,178Net Assets 2021: $40,568,9502021Assets 2022: $46,250,238Liabilities 2022: $1,805,725Net Assets 2022: $44,444,5132022Assets 2023: $48,901,651Liabilities 2023: $1,831,454Net Assets 2023: $47,070,1972023Assets 2024: $66,794,950Liabilities 2024: $2,414,182Net Assets 2024: $64,380,7682024

Highlighted filing

2017

Assets$34,727,062
Liabilities$889,734
Net Assets$33,837,328
Open 2017 Filing

Operations Trend

Revenue Growth83rd percentile

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

$30M$20M$10M$0-$10MExpenses 2011: $2,723,4362011Expenses 2012: $5,619,1722012Revenue 2013: $4,050,425Expenses 2013: $3,282,049Net Income 2013: $768,3762013Revenue 2014: $4,888,325Expenses 2014: $3,445,603Net Income 2014: $1,442,7222014Revenue 2015: $5,456,700Expenses 2015: $5,425,247Net Income 2015: $31,4532015Revenue 2016: $8,691,251Expenses 2016: $4,888,824Net Income 2016: $3,802,4272016Revenue 2017: $11,484,844Expenses 2017: $5,326,676Net Income 2017: $6,158,1682017Revenue 2018: $8,703,411Expenses 2018: $7,184,476Net Income 2018: $1,518,9352018Revenue 2019: $1,803,117Expenses 2019: $2,589,040Net Income 2019: -$785,9232019Revenue 2020: $8,229,616Expenses 2020: $8,339,812Net Income 2020: -$110,1962020Revenue 2021: $8,470,990Expenses 2021: $7,069,099Net Income 2021: $1,401,8912021Revenue 2022: $19,242,544Expenses 2022: $9,647,363Net Income 2022: $9,595,1812022Revenue 2023: $12,037,083Expenses 2023: $10,018,560Net Income 2023: $2,018,5232023Revenue 2024: $25,055,419Expenses 2024: $9,827,771Net Income 2024: $15,227,6482024

Highlighted filing

2017

Revenue$11,484,844
Expenses$5,326,676
Net Income$6,158,168
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 23, 2018
Return Version
2017v2.3
Gross Receipts
$20,952,137
Mission and Program Overview

Mission

To encourage philanthropic activism within and for the lgbt community and to provide financial and technical assistance for nonprofit organizations serving the lgbt community.

Fuel the lgbtq movement by increasing support for diverse sf/bay area nonprofits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$23,513,871$33,472,009▲ $9,958,138
Cash and Non-Interest-Bearing Accounts$653,130$784,870▲ $131,740
Pledges and Grants Receivable$2,388,227$328,807▼ $2,059,420
Land, Buildings, and Equipment, Net$90,423$66,116▼ $24,307
Prepaid Expenses and Deferred Charges$60,129$29,431▼ $30,698
Savings and Temporary Cash Investments$217,307$20,468▼ $196,839
Total Assets$26,961,496$34,727,062▲ $7,765,566
Other Assets Total$38,409$25,361▼ $13,048
Liabilities
Other Liabilities$583,962$644,479▲ $60,517
Accounts Payable and Accrued Expenses$177,678$193,755▲ $16,077
Grants Payable$314,055$51,500▼ $262,555
Total Liabilities$1,075,695$889,734▼ $185,961
Net Assets / Fund Balance
Unrestricted Net Assets$15,459,156$21,682,738▲ $6,223,582
Permanently Rstr Net Assets$7,959,909$9,051,311▲ $1,091,402
Temporarily Rstr Net Assets$2,466,736$3,103,279▲ $636,543
Total Net Assets Fund Balance$25,885,801$33,837,328▲ $7,951,527
Total Liabilities and Net Assets / Fund Balance$26,961,496$34,727,062▲ $7,765,566

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$41,515$127,876-
Equipment$22,497$76,612-
Leasehold Improvements$2,104$1,872-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$8,892,073$1,091,402▲ $1,296,873$358,805$10,921,543
2016$6,842,698$1,905,448▲ $490,423$346,496$8,892,073
2015$7,197,271$12,888▼ $25,594$341,867$6,842,698
2014$6,994,104$6,935▲ $463,983$267,751$7,197,271
2013$6,180,247$94,827▲ $943,661$224,631$6,994,104
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Roger DoughtyPresidentFT$184,364$18,156$202,520
Deb StallingsVP of DevelopmentFT$143,007$13,047$156,054
Francisco BuchtingVP of Grants, Programs, & Strategic InitiativesFT$135,935$13,640$149,575
Liz HoadleyCFOPT$122,290$20,363$142,653
John MarvuglioCFOFT$21,423-$21,423

Board Members and Trustees

NameTitle
Audrey KohChair Emeritus
Richard Davis-lowellChair Person
Adam BlumBoard Member
Anne DormanBoard Member
Ash McneelyBoard Member
Craig ZodikoffBoard Member
Erin FlynnBoard Member
Jill FedericoBoard Member
Juan BarajasBoard Member
Tim MurrayBoard Member
Tom BurkeBoard Member
Olga TelamanteSecretary
Terry MicheauTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Michael J AdeeConsulting Services For Global Faith Pro1919 HOPI ROAD, Santa Fe, NM 87505-3310$129,857
Revenue and Support

Revenue Composition

Contributions and Grants
$10,507,656
Program Service Revenue
$0
Investment Income
$1,100,622
Other Revenue
$-123,434
All Other Contributions
$10,247,756
Change in Net Assets
$6,158,168

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded56$3,087,643Fair Market Value
Total Noncash Contributions56$3,087,643-

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,484,844
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,793,359
Total Revenue per Audited Statements
$13,278,203
Total Revenue per Form 990
$11,484,844
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,508,908
Other Expenses$1,612,269
Salaries, Compensation, and Employee Benefits$1,205,499
Total Fundraising Expense$591,592
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,508,908--$2,508,908
Fees for Services Other$756,309$61,702$23,956$841,967
Other Salaries and Wages$202,758$200,231$280,121$683,110
Current Officers, Directors, Trustees, and Key Employees$176,709$182,512$7,375$366,596
Occupancy-$133,303-$133,303
Travel$113,132$3,587$8,915$125,634
Conferences and Meetings$51,058$17,161$51,477$119,696
Office Expenses$11,318$55,973$19,629$86,920
Fees for Service Investment Mgmnt Fees$83,459$2,051$245$85,755
Payroll Taxes$28,419$28,360$22,291$79,070
Other Employee Benefits$20,733$16,850$25,054$62,637
Information Technology$9,334$27,979$13,545$50,858
Depreciation Depletion$591$43,572-$44,163
Advertising$26,987$7,544$1,237$35,768
Fees for Services Accounting-$22,250-$22,250
Pension Plan Contributions$2,522$6,144$5,420$14,086
Insurance-$5,704-$5,704
Fees for Services Legal--$115$115
Other Expenses$102,754$-202,147$99,393$0
Total Functional Expenses$4,237,578$497,506$591,592$5,326,676

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,326,676
Total Expenses per Audited Statements$5,326,676
Total Expenses per Form 990$5,326,676
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
American Civil Liberties Union Foundation of Northern CaliforniaSan Francisco, CA501 C(3)Frontline Campaign$100,000
Political Research AssociatesFort Bragg, CA501 C(3)Support Africs Projects$75,000
Castro Upper Market Community Benefit DistrictNew York, NY501 C(3)Friends of Harvey Milk Plaza Project Support$72,548
IpasSan Francisco, CA501 C(3)Srhr and Lgbtq Rights Project$50,000
Planned Parenthood Federation of America IncSan Francisco, CA501 C(3)Srhr and Lgbtq Rights Project$50,000
Yvette a Flunder FoundationBrooklyn, NY501 C(3)The Fellowship Global$50,000
Media Matters for AmericaBoston, MA501 C(3)Lgbt Media Program$40,000
Outright Action InternationalSan Francisco, CA501 C(3)Fellowships$40,000
Gay Lesbian & Straight Education Network - NyNew York, NY501 C(3)Unrestricted$36,500
National Center for Lesbian RightsPhiladelphia, PA501 C(3)Justice Circle$35,000
3rd Street Youth Center and ClinicMontgomery, AL501 C(3)Unrestricted$25,000
Healthright 360New York, NY501 C(3)Unrestricted$25,000
Human Rights Campaign FoundationNew York, NY501 C(3)Unrestricted$25,000
Noyo Center for Marine ScienceSebastopol, CA501 C(3)Unrestricted$25,000
Ucla FoundationNew York, NY501 C(3)Unrestricted$25,000
OpenhouseLos Angeles, CA501 C(3)Unrestricted$24,000
Sapling FoundationSan Francisco, CA501 C(3)Unrestricted$22,000
National Center for Transgender EqualitySan Francisco, CA501 C(3)Unrestricted$20,000
Yvette a Flunder FoundationSan Francisco, CA501 C(3)The Fellowship of Affirming Ministries$20,000
Keys to CanaanSanta Barbara, CA501 C(3)Unrestricted$16,500
American Conservatory TheaterNew York, NY501 C(3)Unrestricted$15,500
Girls IncOakland, CA501 C(3)Unrestricted$15,000
Keys to CanaanSanta Cruz, CA501 C(3)Unrestricted$15,000
Rainbow Community Center of Contra Costa CountySan Francisco, CA501 C(3)Unrestricted$15,000
Youth RepresentNew York, NY501 C(3)JESSIE WORKMAN'S PROJECT$15,000
Lambda Literary FoundationWashington, DC501 C(3)Lambda Literary$12,500
Slow Food USA IncBerkeley, CA501 C(3)Unrestricted$11,500
Api Equality - Northern CaliforniaNew York, NY501 C(3)Unrestricted$10,000
Archive Productions IncSierra Madre, CA501 C(3)Unrestricted$10,000
Bay Area American Indian Two-spiritsRedwood City, CA501 C(3)Unrestricted$10,000
Californians for JusticeSan Francisco, CA501 C(3)Schools Based Projects$10,000
Chrysalis Printmaking StudioSausalito, CA501 C(3)The Queer Ancestors Project$10,000
Colectivo Accin Latina De AmbienteBerkeley, CA501 C(3)Unrestricted$10,000
Community Foundation of Sonoma CountyNew York, NY501 C(3)Sonoma County Resilience Fund$10,000
Curry Senior CenterOakland, CA501 C(3)Seniors Program$10,000
Ella Para TranslatinasMontgomery, AL501 C(3)Unrestricted$10,000
Engenderbay Area Rainbow Day CampOakland, CA501 C(3)Unrestricted$10,000
Freedom OklahomaNew York, NY501 C(3)Unrestricted$10,000
GOLDEN GATE PERFORMING ARTSSAN FRANCISCO GAY MEN'S CHORUSWashington, DC501 C(3)Unrestricted$10,000
Glbt Historical SocietyRedwood City, CA501 C(3)Unrestricted$10,000
Jewish Family & Community Services East BaySan Francisco, CA501 C(3)Lgbti Refugee/asylee Services$10,000
LyricLos Angeles, CA501 C(3)Unrestricted$10,000
Movimiento De Arte Y Cultura Latino AmericanaStanford, CA501 C(3)We Can Be Heroes Production$10,000
National Center for Lesbian RightsPalo Alto, CA501 C(3)Unrestricted$10,000
Oasis Legal ServicesSan Francisco, CA501 C(3)Legal Program Support$10,000
On the MoveOakland, CA501 C(3)Lgbtq Youth Programs$10,000
Pacific Center for Human GrowthWashington, DC501 C(3)Unrestricted$10,000
Peacock RebellionWashington, DC501 C(3)Unrestricted$10,000
Positive Resource CenterSan Francisco, CA501 C(3)Unrestricted$10,000
Queer Cultural CenterOrange, CA501 C(3)Unrestricted$10,000
Richmond-ermet FoundationNew York, NY501 C(3)Unrestricted$10,000
RyseOakland, CA501 C(3)SUPPORT FOR RYSE'S TO PROVIDE EXPLICIT LGBTQQ SAFE SPACE$10,000
San Francisco Aids FoundationOakland, CA501 C(3)Unrestricted$10,000
San Francisco Art InstituteSan Francisco, CA501 C(3)Unrestricted$10,000
San Francisco OperaEugene, OR501 C(3)Unrestricted$10,000
San Francisco Trans MarchOakland, CA501 C(3)Unrestricted$10,000
Slow Food USA IncOakland, CA501 C(3)Unrestricted$10,000
Sojourn ChaplaincyPhiladelphia, PA501 C(3)Curriculum Development$10,000
Somos FamiliaBurlingame, CA501 C(3)Unrestricted$10,000
Sonoma Land TrustSan Francisco, CA501 C(3)Unrestricted$10,000
Southerners on New GroundPacific Palisades, CA501 C(3)Unrestricted$10,000
Stanford University Financial AidSan Francisco, CA501 C(3)Scholarship$10,000
Sunny Hills ServicesNyack, NY501 C(3)Our Space Support$10,000
The Center (nyc)San Diego, CA501 C(3)Cycle for the Cause$10,000
Tides FoundationBurlingame, CA501 C(3)All Out Action Fund$10,000
Together for Transformation ProjectCleveland, OH501 C(3)Meeting at Un$10,000
Trans LifelineSan Francisco, CA501 C(3)Unrestricted$10,000
University of California Berkeley - Financial AidSan Francisco, CA501 C(3)Scholarship$10,000
Uptown Tenderloin Inc (dba Tenderloin Museum)San Francisco, CA501 C(3)COMPTON'S CAFETERIA RIOT PRODUCTION$10,000
WOMEN'S AUDIO MISSIONSan Francisco, CA501 C(3)Lgbtq Women of Color Artist Residency Program$10,000
YOUNG WOMEN'S FREEDOM CENTERSan Francisco, CA501 C(3)Unrestricted$10,000
Adolescent Counseling ServicesSan Francisco, CA501 C(3)Leadeship Programs$9,630
Caminar (family & Children Services of Silicon Valley Division)Oakland, CA501 C(3)The Lgbtq Youth Space$9,000
KeshetBerkeley, CA501 C(3)Unrestricted$9,000
Yale UniversityNew York, NY501 C(3)Unrestricted$9,000
Asian & Pacific Islander Wellness CenterSan Francisco, CA501 C(3)Unrestricted$8,738
Disability Rights Education & Defense FundSanta Rosa, CA501 C(3)Unrestricted$8,738
Friendship House Association of American Indians Inc of San FranciscoNew York, NY501 C(3)Unrestricted$8,738
Jewish Community Center of San FranciscoBerkeley, CA501 C(3)Unrestricted$8,738
La Raza Centro Legal - San FranciscoNew York, NY501 C(3)Unrestricted$8,738
Muslim AdvocatesSan Francisco, CA501 C(3)Unrestricted$8,738
National Association for the Advancement of Colored PeopleSan Francisco, CA501 C(3)Unrestricted$8,738
National Center for Lesbian RightsLee Vining, CA501 C(3)Unrestricted$8,738
National Immigration Law CenterSan Francisco, CA501 C(3)Unrestricted$8,738
Planned Parenthood Federation of America IncSan Francisco, CA501 C(3)Unrestricted$8,738
San Francisco Lgbt Community CenterMountain View, CA501 C(3)Unrestricted$8,738
Southern Poverty Law CenterRockville, MD501 C(3)Unrestricted$8,738
Transgender Law CenterNew York, NY501 C(3)Unrestricted$8,738
Topsy Turvy Queer CircusOakland, CA501 C(3)Unrestricted$8,500
Z Space StudioSan Francisco, CA501 C(3)The Brother(s) Production$8,500
Pkd FoundationOakland, CA501 C(3)Gratitude Sponsorship$7,600
Community Foundation of Sonoma CountyStanford, CA501 C(3)Resilience Fund$7,500
From Baghdad to the Bay ( Documentary)Seattle, WA501 C(3)Film Documentary$7,000
HomobilesHonolulu, HI501 C(3)Unrestricted$7,000
Pacific Center for Human GrowthOakland, CA501 C(3)Unrestricted$7,000
Theatre RhinocerosSan Francisco, CA501 C(3)Priscilla Queen of the Desert Play Production$7,000
Wisconsin Preservation Fund IncSan Mateo, CA501 C(3)Unrestricted$7,000
Board of Trustees of the Glide FoundationNew Haven, CT501 C(3)United Methodist Church Filming Support$6,100
Child Advocates of Silicon ValleySan Francisco, CA501 C(3)Casa Project$6,000
David Geffen School of Medicine at UclaSan Francisco, CA501 C(3)Scholarship$6,000
Desert Aids ProjectSan Francisco, CA501 C(3)Unrestricted$6,000
Impact FundSan Francisco, CA501 C(3)Unrestricted$6,000
Lgbtq Black Immigrant JusticeSan Francisco, CA501 C(3)Unrestricted$6,000
Old First Presbyterian ChurchMontgomery, AL501 C(3)Unrestricted$6,000
Pace UniversityStanford, CA501 C(3)Scholarship$6,000
Queer Rebels ProductionsOakland, CA501 C(3)Unrestricted$6,000
Sarah Lawrence CollegeSanta Rosa, CA501 C(3)Scholarship$6,000
Uc DavisPalatine, IL501 C(3)Scholarship$6,000
UclaWashington, DC501 C(3)Scholarship$6,000
University of California Berkeley - Financial AidOxnard, CA501 C(3)Scholarship$6,000
University of California Berkeley - Financial AidSan Francisco, CA501 C(3)Scholarship$6,000
University of California Berkeley - Financial AidNew York, NY501 C(3)Scholarship$6,000
University of California San FranciscoWashington, DC501 C(3)Scholarship$6,000
University of Illinois at ChicagoNew Haven, CT501 C(3)Scholarship$6,000
WOMAN VISION - WOMEN'S MUSIC PROJECTStateline, NV501 C(3)Unrestricted$6,000
Theatre RhinocerosRedwood City, CA501 C(3)Unrestricted$5,500
CONGREGATION SHA'AR ZAHAVSan Francisco, CA501 C(3)Unrestricted$5,400
Kehillat IsraelPiedmont, CA501 C(3)Unrestricted$5,180
Alameda County Community Food Bank IncSan Francisco, CA501 C(3)Unrestricted$5,000
Alameda Family ServicesSanta Rosa, CA501 C(3)Dreamcatcher Youth Services$5,000
American Civil Liberties Union FoundationSan Francisco, CA501 C(3)Unrestricted$5,000
American Civil Liberties Union FoundationPleasantville, NY501 C(3)Lgbt and Aids Project$5,000
Api Equality - Northern CaliforniaSan Francisco, CA501 C(3)Unrestricted$5,000
Bay Area Old Lesbians Organizing for Change (oloc)Watsonville, CA501 C(3)Unrestricted$5,000
California Pacific Medical Center FoundationChicago, IL501 C(3)Unrestricted$5,000
Call of the SeaEl Granada, CA501 C(3)Unrestricted$5,000
Campus PridePalm Springs, CA501 C(3)Unrestricted$5,000
Center for Sex and CultureNew York, NY501 C(3)Unrestricted$5,000
DigicomBerkeley, CA501 C(3)Unrestricted$5,000
Engenderbay Area Rainbow Day CampSan Francisco, CA501 C(3)Unrestricted$5,000
Equality California InstituteLos Angeles, CA501 C(3)Unrestricted$5,000
Equality North Carolina FoundationSan Francisco, CA501 C(3)Unrestricted$5,000
Equality VirginiaChesterbrook, PA501 C(3)Unrestricted$5,000
Fractured Atlas Productions IncBronxville, NY501 C(3)Garden Dayze Short Film Project$5,000
GOLDEN GATE PERFORMING ARTSSAN FRANCISCO GAY MEN'S CHORUSSan Francisco, CA501 C(3)Lavender Pen Tour Support$5,000
Genders & Sexualities Alliance NetworkSan Francisco, CA501 C(3)Unrestricted$5,000
Generation Citizen IncSan Francisco, CA501 C(3)Bay Area Generation Citizen$5,000
Glbt Historical SocietyWashington, DC501 C(3)Unrestricted$5,000
Golden Gate National Parks ConservancySanta Rosa, CA501 C(3)Unrestricted$5,000
Grantmakers Concerned With Immigrants and RefugeesSan Francisco, CA501 C(3)Undocufund$5,000
Harriet Hancock Center FoundationNew York, NY501 C(3)Unrestricted$5,000
Lambda Legal Defense & Education FundSan Francisco, CA501 C(3)Unrestricted$5,000
Lambda Legal Defense & Education FundSan Francisco, CA501 C(3)Unrestricted$5,000
Larkin Street Youth ServicesNapa, CA501 C(3)Unrestricted$5,000
Madonna Rehabilitation HospitalSan Francisco, CA501 C(3)Madonna Omaha Capital Campaign$5,000
National Center for Lesbian RightsNew York, NY501 C(3)Unrestricted$5,000
National Center for Lesbian RightsSan Francisco, CA501 C(3)Unrestricted$5,000
National Center for Lesbian RightsWashington, DC501 C(3)Unrestricted$5,000
National Center for Lesbian RightsBoston, MA501 C(3)Social Justice Fund$5,000
National Center for Lesbian RightsNew York, NY501 C(3)Unrestricted$5,000
National Center for Lesbian RightsSan Francisco, CA501 C(3)Unrestricted$5,000
North Carolina Outward Bound SchoolSan Francisco, CA501 C(3)Unrestricted$5,000
Oakland Lgbtq Community CenterSan Francisco, CA501 C(3)Unrestricted$5,000
Oakland Peace CenterNapa, CA501 C(3)Unrestricted$5,000
Oakland Public Education FundSan Francisco, CA501 C(3)Unrestricted$5,000
Outright Action InternationalOakland, CA501 C(3)Unrestricted$5,000
Planned Parenthood of the Pacific SouthwestOakland, CA501 C(3)Unrestricted$5,000
Project Open HandNew York, NY501 C(3)Unrestricted$5,000
Q Foundation- Dba Aids Housing AllianceCambridge, MA501 C(3)Unrestricted$5,000
San Francisco Aids FoundationNew York, NY501 C(3)Campaign for Health & Wellness$5,000
San Francisco Jewish Film FestivalSan Francisco, CA501 C(3)Unrestricted$5,000
San Francisco Lgbt Community CenterSan Francisco, CA501 C(3)Unrestricted$5,000
San Francisco Lgbt Community CenterWilton Manors, FL501 C(3)Unrestricted$5,000
Segundo Ruiz Belvis Cultural CenterBerkeley, CA501 C(3)Hurricane Relief Fund for Puerto Rico$5,000
Seminary of the StreetWashington, DC501 C(3)Unrestricted$5,000
Shoga Films FoundationSeattle, WA501 C(3)Unrestricted$5,000
Social Good FundLindenwold, NJ501 C(3)Unrestricted$5,000
Somos FamiliaStudio City, CA501 C(3)Unrestricted$5,000
Special Olympics Kansas IncBerkeley, CA501 C(3)Unrestricted$5,000
St James InfirmaryWashington, DC501 C(3)TAJA'S COALITION'S WORK$5,000
The Nature Conservancy of HawaiiSan Francisco, CA501 C(3)Unrestricted$5,000
The Source Lgbt CenterSan Francisco, CA501 C(3)Unrestricted$5,000
The Spahr CenterBerkeley, CA501 C(3)Unrestricted$5,000
The Trevor ProjectSan Francisco, CA501 C(3)Unrestricted$5,000
Theatre RhinocerosSan Francisco, CA501 C(3)Unrestricted$5,000
Tides FoundationSan Francisco, CA501 C(3)All Out Action Fund$5,000
U M Army - NortheastOakland, CA501 C(3)Unrestricted$5,000
University of California San Francisco FoundationPort Chester, NY501 C(3)Unrestricted$5,000
Women in Medicine IncSan Diego, CA501 C(3)The Mosbacher/gartrell Women in Medicine Leadership Scholarship$5,000
Women of the WorldBoston, MA501 C(3)Unrestricted$5,000
YeahSan Leandro, CA501 C(3)Unrestricted$5,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$207,924
Fundraising Gross Income$71,295
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner Gala$269,879$48,375$20,431$27,944
Scholarship Awards Dinner$11,391$10,920$50$10,870
Total Events$331,195$71,295$207,924$-136,629
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency Funds$644,185
Deferred Rent$294
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The board approved a policy that delegates the pre-filing review and approval to the executive committee of the board. The executive committee meets with the finance director and president to review and approve the 990 prior to filing. An electronic version of the 990 is distributed to the full board prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Board members and staff are required to sign an annual affirmation and disclosure statement.”

Form 990, Part VI, Section B, Line 15

“Board chair reviews president and finance director compensation, considering compensation analysis as well as performance in the process. The board discusses and approves president and finance director compensation in executive session. Salary adjustments are submitted in writing by the chair.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Horizons Foundation
EIN
94-2686530
Phone
4153982333
Address
550 MONTGOMERY STREET NO 700, SAN FRANCISCO, CA 94111

Signing Officer

Name
Roger Doughty
Title
President
Phone
4153982333
Signed
2018-08-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roger Doughty
Formed
1980
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
16
Volunteers
75

Preparer

Firm
Rina Accountancy Corporation
Address
150 POST STREET SUITE 200, SAN FRANCISCO, CA 94108
Preparer
Edward Fahey
Phone
4157774488
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Professional services: program service expenses 756,309. Management and general expenses 61,702. Fundraising expenses 23,956. Total expenses 841,967.”

990, Part XII, Line 2C

“The process has not changed from the prior year.”

Raw XML AppendixShowing 400 of 2,313 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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IRS990/PrincipalOfficerNm0ROGER DOUGHTY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0INCREASED LGBT COMMUNITY RESOURCES: A) HORIZONS PROMOTED GIVING BY LGBTQ PEOPLE FOR LGBT CAUSES BY OFFERING EXPERT SEMINARS TO EDUCATE HUNDREDS OF DONORS AND FINANCIAL AND LEGAL ADVISORS SERVING THE LGBT COMMUNITY AND BY WORKING WITH INDIVIDUAL DONORS TO DEFINE THEIR PHILANTHROPIC GOALS AND DEVELOP GIVING STRATEGIES FOR BOTH LIFE-TIME AND LEGACY GIFTS; B) HORIZONS LED NATIONAL GIVE OUT DAY, A ONE-DAY SOCIAL MEDIA-DRIVEN EVENT THAT RAISED OVER $750,000 FOR LGBTQ ORGANIZATIONS ACROSS THE COUNTRY; C) THE FOUNDATION LED INNOVATIVE RESEARCH AND TESTING EFFORTS TO STRENGTHEN THE FUNDRAISING CAPABILITIES OF LGBT NONPROFITS IN THE BAY AREA AND BEYOND; D) HORIZONS CONTINUED TO BUILD THE LGBT COMMUNITY ENDOWMENT FUND TO PROVIDE PERMANENT RESOURCES FOR PROMOTING RIGHTS AND WELL-BEING OF LGBT PEOPLE. THE ENDOWMENT IS BEING BUILT PRINCIPALLY THROUGH ESTATE GIFTS. MORE THAN 340 PEOPLE HAVE INFORMED HORIZONS THAT THEY HAVE INCLUDED THE FOUNDATION IN THEIR ESTATES; E) THE FOUNDATION ADVOCATED FOR LGBT CAUSES AND NONPROFITS WITHIN THE FOUNDATION WORLD, ENCOURAGING MORE FOUNDATIONS TO DEVOTE GRANT RESOURCES TO ADDRESS LGBTQ PEOPLE'S NEEDS AND ISSUES.
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IRS990/ProgSrvcAccomActy2Grp/GrantAmt092500
IRS990/ProgSrvcAccomActy3Grp/Desc0LEADERSHIP DEVELOPMENT: RECOGNIZING THAT STRONG LEADERSHIP IS CRUCIAL TO THE LGBQT COMMUNITY, HORIZONS HAS LONG BEEN COMMITTED TO DEVELOPING COMMUNITY LEADERSHIP. IN 2017, THE FOUNDATION HELD A UNIQUE FULL-DAY "BOOT CAMP" FOR LEADERS ON BOARDS OF DIRECTORS OF LGBTQ ORGANIZATIONS AND CONTINUED TO CONVENE THE EXECUTIVE DIRECTORS OF LGBT ORGANIZATIONS THROUGHOUT THE LGBTQ COMMUNITY TO DISCUSS AND ACT ON ISSUES FACING THE COMMUNITY.
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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,727,062
Liabilities
$889,734
Net assets
$33,837,328
Revenue
$11,484,844
Expenses
$5,326,676
Net income
$6,158,168
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$66.8$2.41$64.4$25.1$9.83$15.2
2023Summary only. Only limited summary data is available for this year.$48.9$1.83$47.1$12.0$10.0$2.02
2022Summary only. Only limited summary data is available for this year.$46.3$1.81$44.4$19.2$9.65$9.60
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.5$0.91$40.6$8.47$7.07$1.40
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.9$0.91$34.9$8.23$8.34$0.11
2019Summary only. Only limited summary data is available for this year.$36.2$0.69$35.5$1.80$2.59$0.79
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.2$0.62$33.6$8.70$7.18$1.52
2017Detailed filing. Detailed filing data is available for this year.$34.7$0.89$33.8$11.5$5.33$6.16
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.0$1.08$25.9$8.69$4.89$3.80
2015Detailed filing. Detailed filing data is available for this year.$22.2$0.82$21.4$5.46$5.43$0.03
2014Detailed filing. Detailed filing data is available for this year.$23.3$0.81$22.5$4.89$3.45$1.44
2013Detailed filing. Detailed filing data is available for this year.$21.4$0.74$20.7$4.05$3.28$0.77
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.5$3.46$18.0$5.62
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.59$0.49$7.10$2.72