Horizon Initiative

Tax-deductible

Lancaster, PA501(c)(3)ReligionEIN 20-1072627Revenue $3.2M in FY2023

On file with the IRSempowertheorphaned.org308 W Grant St, 17603-0000 · Lancaster, PATax-exempt since Jan 2006Publicly supported charity — 170(b)(1)(A)(vi)

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To provide resources to empower the poor to self sustainability through micro communities.

501(c)(3) charity; gifts are tax-deductible.
35¢ of each $1 spent went to programs.
Run by 12 volunteers and 8 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2023
latest Form 990
Fine: the latest return is for FY2023, 3 tax years back; within 3 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $152K a year · 4% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
35%
of spending
Concern: 35% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$382K
to officers and key staff · 4% of spending
Top officer’s pay higher than 95% of similar orgs
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Concern: 0.3 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $496K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$2.4M
129% of total assets
Concern: liabilities are 129% of assets; over 80%.
Pt X · Ln 26
Independent board members
6
of 7 voting members
Looks good: 6 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$3.2M
+62% vs prior year
Spent
$10.6M
To programs
35%
Net assets
−$535K
By yearFY2019–FY2023
Revenue
$3.2M
FY2023▲ +62%
Tap a bar for its year
Revenue by fiscal year
FY2019$3.9M
FY2020$9.0M
FY2021$2.7M
FY2022$2.0M
FY2023$3.2M
Expenses
$10.6M
FY2023▲ +213%
Tap a bar for its year
Expenses by fiscal year
FY2019$2.0M
FY2020$2.7M
FY2021$2.9M
FY2022$3.4M
FY2023$10.6M
Net assets
−$535K
FY2023▼ -108%
Tap a bar for its year
Net assets by fiscal year
FY2019$2.1M
FY2020$8.4M
FY2021$8.3M
FY2022$6.9M
FY2023−$535K

From the FY2023 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2023. IRS ruling in Jan 2006.

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

Where the money goes

35 cents of each dollar spent went to programs.

Program services 35% · $3.7M Management & general 61% · $6.4M Fundraising 4% · $412K

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

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Who runs it and what they're paid

12 people listed on the 990; $382K paid to officers and key staff.

Part VII, Section A · reportable compensation
$255,262Pt VII · Sec A
Global Strat
$127,104Pt VII · Sec A
Board Chair
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Gretchen Villegas’s $255K as CEO is at the 95th percentile of top reported officer pay among 1636 $1–10M religion nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 5 named individuals · Part VII

NameFY2023FY2022FY2021FY2020FY2019
Gretchen Villegas$255,262$193,836———
Jack Eans—$116,824$139,407$130,005$133,448
Jacob Keeler$127,104$119,903$103,093$102,762—
Karen Roman Started July 2019————$26,258
Aaron Fogleman Ended January 2019————$5,370

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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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

Empowers the poor to self-sustain through micro-community resources.

Questions for Horizon Initiative

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Provided by the organization

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1 program · $3.7M · in their own filed words · FY2023
01

Horizon provided support to over 500 children and youth in honduras, guatemala and kenya. This included rescuing children out of abuse and neglect into our temporary residential care within our micro communities, restoring their holistic health and when possible back into their own communities as well as providing a pathway toward…

$3.7Mprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 3 funders$496K
See all 3 funders →

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$3.2M
Ln 12
Gifts and grantsLn 1h$2.3M
Other incomeLn 4–11$703K
Fees for servicesLn 2g$155K
Money outPt IX
$10.6M
Ln 25
Programscol B$3.7M
Managementcol C$6.4M
Fundraisingcol D$412K
Owns and owesPt X
−$535K
net assets · Ln 32
Cash and savingsLn 1–2$298K
Total assetsLn 16$1.8M
LiabilitiesLn 26$2.4M
PeoplePt VI, VII
12
listed · VII A
PaidVII A2
Voting boardVI 1a7
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.3M
Noncash giftsLn 1g$4K
Fundraising eventsLn 1c$156K
Fees for servicesLn 2g$155K
Other incomeLn 4–11$703K
Total revenueLn 12$3.2M
Assets in detailPt X, end of year
CashLn 1$298K
SavingsLn 2$80
Cash and savings togetherLn 1–2$298K
Land, buildings, equipmentLn 10c$250K
Other assetsLn 15$1.1M
Total assetsLn 16$1.8M
LiabilitiesLn 26$2.4M
Net assetsLn 32−$535K
OperationsPt I, VI
EmployeesI 58
VolunteersI 612
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$525K$298K
Land, buildings, equipmentLn 10c$251K$250K
Total assetsLn 16$9.0M$1.8M
LiabilitiesLn 26$2.1M$2.4M
Net assetsLn 32$6.9M−$535K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants and assistance to foreign recipientsLn 3$2.9M$2.9M
Pay of current officers, directors and key staffLn 5$382K$148K$127K$107K
Other salaries and wagesLn 7$584K$225K$194K$164K
Other employee benefitsLn 9$68K$26K$23K$19K
Payroll taxesLn 10$62K$24K$21K$18K
Legal feesLn 11b$75K$75K
Accounting feesLn 11c$244K$61K$171K$12K
Other fees for servicesLn 11g$236K$78K$142K$16K
Advertising and promotionLn 12$91K$91K
Office expensesLn 13$186K$72K$62K$52K
OccupancyLn 16$28K$11K$11K$6K
TravelLn 17$37K$14K$12K$10K
Conferences, conventions and meetingsLn 19$30K$24K$3K$3K
InterestLn 20$125K$125K
Depreciation, depletion and amortizationLn 22$725$725
InsuranceLn 23$12K$12K
Other expenses (24a–d)Ln 24$5.5M$6K$5.5M$4K
All other expensesLn 24e$887$887
Total functional expensesLn 25$10.6M$3.7M$6.4M$412K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2023 Latest Viewing $3.2M$10.6M−$7.4M−$535K 990 PDF
FY2022 $2.0M$3.4M−$1.4M$6.9M 990 PDF
FY2021 $2.7M$2.9M−$146K$8.3M 990 PDF
FY2020 $9.0M$2.7M$6.3M$8.4M 990 PDF
FY2019 $3.9M$2.0M$1.9M$2.1M 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 FY2023 990 (6 parts)
Part I · Summary $3,155,768 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,298,857$2,297,684
I-9 Program service revenuePrior year $268,982$154,890
I-10 Investment incomePrior year −$5,198$0
I-11 Other revenuePrior year $390,356$703,194
I-12 Total revenuePrior year $1,952,997$3,155,768
I-13 Grants and similar amounts paidPrior year $1,818,386$2,919,125
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $821,579$1,097,234
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $731,511$6,545,338
I-18 Total expensesPrior year $3,371,476$10,561,697
I-19 Revenue less expensesPrior year −$1,418,479−$7,405,929
Part VI · Governance 6 of 7 board members independent, 5 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members6
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
Part VIII · Statement of revenue $3,155,768 across 7 lines filed
VIII-1c Fundraising events$155,764
VIII-1f All other contributions, gifts and grants$2,141,920
VIII-1g Noncash contributions (included above)$4,186
VIII-1h Total contributions, gifts and grants$2,297,684
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $154,890$154,890
VIII-8 Net income from fundraising eventsExcluded from tax $703,194$703,194
VIII-12 Total revenueRelated to mission $154,890 · Excluded from tax $703,194$3,155,768
Part IX · Statement of functional expenses $10,561,697 across 18 lines filed
IX-3 Grants and assistance to foreign recipientsPrograms $2,919,125$2,919,125
IX-5 Pay of current officers, directors and key staffPrograms $147,593 · Management $127,328 · Fundraising $107,445$382,366
IX-7 Other salaries and wagesPrograms $225,449 · Management $194,493 · Fundraising $164,122$584,064
IX-9 Other employee benefitsPrograms $26,373 · Management $22,752 · Fundraising $19,199$68,324
IX-10 Payroll taxesPrograms $24,117 · Management $20,806 · Fundraising $17,557$62,480
IX-11b Legal feesManagement $75,221$75,221
IX-11c Accounting feesPrograms $61,000 · Management $170,799 · Fundraising $12,200$243,999
IX-11g Other fees for servicesPrograms $77,680 · Management $142,284 · Fundraising $15,536$235,500
IX-12 Advertising and promotionManagement $91,294$91,294
IX-13 Office expensesPrograms $71,913 · Management $62,039 · Fundraising $52,351$186,303
IX-16 OccupancyPrograms $11,269 · Management $11,269 · Fundraising $5,635$28,173
IX-17 TravelPrograms $14,374 · Management $12,400 · Fundraising $10,464$37,238
IX-19 Conferences, conventions and meetingsPrograms $24,357 · Management $3,045 · Fundraising $3,045$30,447
IX-20 InterestPrograms $125,348$125,348
IX-22 Depreciation, depletion and amortizationManagement $725$725
IX-23 InsuranceManagement $12,239$12,239
IX-24 Other expenses (24a–d)Programs $5,700 · Management $5,468,115 · Fundraising $4,149$5,477,964
IX-24e All other expensesManagement $887$887
IX-25 Total functional expensesPrograms $3,734,298 · Management $6,415,696 · Fundraising $411,703$10,561,697
Part X · Balance sheet $1,834,423 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $524,921$298,233
X-2 Savings and temporary cash investmentsStart of year $479$80
X-4 Accounts receivableStart of year $206,136$39,576
X-9 Prepaid expenses and deferred chargesStart of year $10,439$146,199
X-10c Land, buildings and equipment, netStart of year $251,060$250,335
X-15 Other assetsStart of year $1,100,000$1,100,000
X-16 Total assetsStart of year $8,973,939$1,834,423
X-17 Accounts payable and accrued expensesStart of year $137,959$124,834
X-25 Other liabilitiesStart of year $350,000$2,244,775
X-26 Total liabilitiesStart of year $2,107,382$2,369,609
X-27 Net assets without donor restrictionsStart of year $6,866,557−$535,186
X-32 Total net assets or fund balancesStart of year $6,866,557−$535,186
X-33 Total liabilities and net assetsStart of year $8,973,939$1,834,423
Part XI · Reconciliation of net assets −$535,186 net assets at year end
XI-1 Total revenue$3,155,768
XI-2 Total expenses$10,561,697
XI-3 Revenue less expenses−$7,405,929
XI-4 Net assets at start of year$6,866,557
XI-6 Donated services and use of facilities$4,186
XI-10 Net assets at end of year−$535,186

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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