Greater Horizons: Nonprofit Profile, Financials & Form 990 (EIN 20-0849590)

Revenue by fiscal year
FY2020	$502.7M
FY2021	$676.0M
FY2022	$608.7M
FY2023	$890.4M
FY2024	$754.1M

Expenses by fiscal year
FY2020	$303.6M
FY2021	$444.0M
FY2022	$406.6M
FY2023	$937.8M
FY2024	$239.4M

Net assets by fiscal year
FY2020	$657.9M
FY2021	$968.2M
FY2022	$1.1B
FY2023	$1.8B
FY2024	$2.5B

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jun 2009.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

96 cents of each dollar spent went to programs.

96%

Program services 96% · $230.2M Management & general 4% · $8.8M Fundraising 0% · $432K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

6 people listed on the 990.

Part VII, Section A · reportable compensation

Ann F Konecny

Director/Vice Chair

$0Pt VII · Sec A

Deborah Wilkerson

Director/President

$0Pt VII · Sec A

Gayle Packer

Director/Secretary

$0Pt VII · Sec A

Jeff Hargroves

Director/Chair

$0Pt VII · Sec A

Ken Williams

Director/Treasurer

$0Pt VII · Sec A

Corey Ziegler

Assistant Secretary

$0Pt VII · Sec A

See Greater Horizons executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2Yes
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Facilitates charitable giving by managing donor-advised funds and providing resources for strategic philanthropic investments.

Provided by the organization

This section is blank until Greater Horizons claims this page.

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1 program service account for $230.2M of program spending, described in the organization's own filed words · FY2024.

01

Greater horizons helps donors give to charity through donor-advised funds and other charitable investment accounts. Donors use their funds to grant to their favorite causes. In 2024, donors granted $227 million to nonprofit organizations across the country.

$230.2Mprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid

Grants received · FY2025

America's CharitiesFY2025$5K

A Keith Brodkin FoundationFY2025$100

Total grants receivedfrom 2 funders$5K

Grants paid · 3,293 grants · $2.2B · 2020–2024

Unitemized GrantFY2024$212,187,406

University of Southern CaliforniaCA · FY2024$10,073,050

Donor Advised Charitable Giving INCCO · FY2024$8,234,972

Red Raiders Facilities Foundation INCTX · FY2024$6,500,000

University ImpactUT · FY2024$5,231,549

Yale UniversityCT · FY2024$5,006,000

Child Saving Institute INCNE · FY2024$3,564,000

The Kansas University Endowment AssociationKS · FY2024$3,126,021

Bank of America Charitable Gift FundMA · FY2024$2,081,433

The Brooklyn College Foundation INCNY · FY2024$2,000,000

St Johns College in Santa FeNM · FY2024$1,800,000

The Church of Jesus Christ of Latter-Day SaintsUT · FY2024$1,777,355

Morgan Stanley Global Impact Funding Trust INCNY · FY2024$1,764,413

Capstone Classical AcademyND · FY2024$1,700,000

Case Western Reserve UniversityOH · FY2024$1,525,050

St Patrick's Catholic Church of ElkhornFY2024$1,514,450

New Tech Network INCCA · FY2024$1,500,000

The Child Advocacy Center of Greater RochesterNY · FY2024$1,500,000

See all 3,293 grants →

By the numbers

The FY2024 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$754.1M

Ln 12

Gifts and grantsLn 1h$647.5M

Investment incomeLn 3$106.5M

Other incomeLn 4–11$150K

Money outPt IX

$239.4M

Ln 25

Programscol B$230.2M

Managementcol C$8.8M

Fundraisingcol D$432K

Owns and owesPt X

$2.5B

net assets · Ln 32

Cash and savingsLn 1–2$179.3M

Total assetsLn 16$2.8B

LiabilitiesLn 26$289.9M

PeoplePt VI, VII

6

listed · VII A

PaidVII A0

Voting boardVI 1a5

IndependentVI 1b4

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$647.5M

Noncash giftsLn 1g$453.2M

Investment incomeLn 3$106.5M

Other incomeLn 4–11$150K

Gains on assetsLn 7$59.3M

Total revenueLn 12$754.1M

Assets in detailPt X, end of year

CashLn 1$0

SavingsLn 2$179.3M

Cash and savings togetherLn 1–2$179.3M

InvestmentsLn 11–13$2.59B

Land, buildings, equipmentLn 10c$24K

Other assetsLn 15$0

Total assetsLn 16$2.8B

LiabilitiesLn 26$289.9M

Net assetsLn 32$2.5B

OperationsPt I, VI

EmployeesI 50

VolunteersI 64

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14Yes

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY24	End FY24
Cash and savingsLn 1–2	$121.7M	$179.3M
InvestmentsLn 11–13	$1.93B	$2.59B
Land, buildings, equipmentLn 10c	$0	$24K
Total assetsLn 16	$2.07B	$2.78B
LiabilitiesLn 26	$263.2M	$289.9M
Net assetsLn 32	$1.80B	$2.49B

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$224.2M	$224.2M
Grants to domestic individualsLn 2	$1.4M	$1.4M
Grants and assistance to foreign recipientsLn 3	$1.6M	$1.6M
Accounting feesLn 11c	$3K		$3K
Investment management feesLn 11f	$7.5M		$7.5M
Other fees for servicesLn 11g	$4.3M	$2.6M	$1.3M	$432K
Office expensesLn 13	$55K	$55K
Other expenses (24a–d)Ln 24	$405K	$405K
All other expensesLn 24e	$0	$0	$0	$0
Total functional expensesLn 25	$239.4M	$230.2M	$8.8M	$432K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024 Latest Viewing	$754.1M	$239.4M	$514.7M	$2.5B	990 PDF
FY2023	$890.4M	$937.8M	−$47.5M	$1.8B	990 PDF
FY2022	$608.7M	$406.6M	$202.1M	$1.1B	990 PDF
FY2021	$676.0M	$444.0M	$232.0M	$968.2M	990 PDF
FY2020	$502.7M	$303.6M	$199.0M	$657.9M	990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

See the full FY2024 990 (4 parts)

Part VIII · Statement of revenue $754,144,636 across 8 lines filed

Lines not itemized here account for $9,788 of total revenue; see the IRS return.

VIII-1d Related organizations$7,102,901

VIII-1f All other contributions, gifts and grants$640,394,182

VIII-1g Noncash contributions (included above)$453,178,181

VIII-1h Total contributions, gifts and grants$647,497,083

VIII-3 Investment incomeExcluded from tax $47,232,783$47,232,783

VIII-7 Net gain or loss on sales of assetsExcluded from tax $59,264,467$59,264,467

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Unrelated business $140,515$140,515

VIII-12 Total revenueRelated to mission $0 · Unrelated business $140,515 · Excluded from tax $106,507,038$754,144,636

Part IX · Statement of functional expenses $239,432,860 across 9 lines filed

IX-1 Grants to domestic organizationsPrograms $224,183,118$224,183,118

IX-2 Grants to domestic individualsPrograms $1,413,260$1,413,260

IX-3 Grants and assistance to foreign recipientsPrograms $1,579,291$1,579,291

IX-11c Accounting feesManagement $2,564$2,564

IX-11f Investment management feesManagement $7,471,326$7,471,326

IX-11g Other fees for servicesPrograms $2,593,524 · Management $1,296,761 · Fundraising $432,254$4,322,539

IX-13 Office expensesPrograms $55,410$55,410

IX-24 Other expenses (24a–d)Programs $405,352$405,352

IX-24e All other expensesPrograms $0 · Management $0 · Fundraising $0$0

IX-25 Total functional expensesPrograms $230,229,955 · Management $8,770,651 · Fundraising $432,254$239,432,860

Part X · Balance sheet $2,782,672,021 assets, 16 lines filed

Asset lines not itemized here account for $7,893,828; see the IRS return.

X-1 Cash, non-interest-bearingStart of year $43,299$0

X-2 Savings and temporary cash investmentsStart of year $121,692,967$179,327,984

X-3 Pledges and grants receivableStart of year $3,269,986$3,365,925

X-4 Accounts receivableStart of year $598,905$710,757

X-10c Land, buildings and equipment, netStart of year $0$24,244

X-11 Publicly traded securitiesStart of year $1,625,945,455$2,145,262,308

X-12 Other securitiesStart of year $306,507,185$446,086,975

X-15 Other assetsStart of year $0$0

X-16 Total assetsStart of year $2,065,376,955$2,782,672,021

X-17 Accounts payable and accrued expensesStart of year $9,597$1,251,939

X-18 Grants payableStart of year $19,846,780$56,692,614

X-25 Other liabilitiesStart of year $243,337,854$232,003,901

X-26 Total liabilitiesStart of year $263,194,231$289,948,454

X-27 Net assets without donor restrictionsStart of year $1,802,182,724$2,492,723,567

X-32 Total net assets or fund balancesStart of year $1,802,182,724$2,492,723,567

X-33 Total liabilities and net assetsStart of year $2,065,376,955$2,782,672,021

Part XI · Reconciliation of net assets $2,492,723,567 net assets at year end

XI-1 Total revenue$754,144,636

XI-2 Total expenses$239,432,860

XI-3 Revenue less expenses$514,711,776

XI-4 Net assets at start of year$1,802,182,724

XI-5 Net unrealized gains (losses) on investments$175,726,281

XI-9 Other changes in net assets$102,786

XI-10 Net assets at end of year$2,492,723,567

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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Greater Horizons

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV