2024-08-13T13:39:20-05:00 2023-09-30 541498950 RENNER AND COMPANY CPA PC 700 NORTH FAIRFAX STREET SUITE 400 ALEXANDRIA VA 22314 990 2022-10-01 201281715 SHARED HORIZONS INC SHAR 2024481460 4301 CONNECTICUT AVE NW 140 WASHINGTON DC 20008 YOLANDA MAZYCK EXECUTIVE DIRECTOR 2024481460 2024-08-13 1 1 ADRIEL HENRIQUEZ BAIRES P01822536 7035351200 2024-08-13 2022 2024-08-08 14:25:15Z YOLANDA MAZYCK 4301 CONNECTICUT AVE NW 140 WASHINGTON DC 20008 1575187 0 X WWW.SHARED-HORIZONS.ORG X 2004 DC SHARED HORIZONS IS A TRUSTWORTHY AND PRUDENT CUSTODIAN OF ASSETS USING POOLED AND THIRD-PARTY TRUST VEHICLES TO SUPPORT THE TRUST AND QUALITY OF LIFE NEEDS OF CITIZENS WITH DISABILITIES. 11 11 12 11 0 0 1091645 480525 815367 892367 27484 35828 0 -7923 1934496 1400797 0 0 0 0 919838 1072460 0 0 0 413179 438288 1333017 1510748 601479 -109951 2056816 2849572 43237 817075 2013579 2032497 SHARED HORIZONS IS A TRUSTWORTHY AND PRUDENT CUSTODIAN OF ASSETS USING POOLED AND THIRD-PARTY TRUST VEHICLES TO SUPPORT THE TRUST AND QUALITY OF LIFE NEEDS OF CITIZENS WITH DISABILITIES. 0 0 1116435 928667 SHARED HORIZONS, INC. WAS CREATED TO MANAGE THE WESLEY VINNER MEMORIAL TRUST IN ACCORDANCE WITH THE OBRA '93, WHICH PROVIDES AN OPPORTUNITY FOR IMPOVERISHED INDIVIDUALS WITH DISABILITIES TO USE THEIR ASSETS TO ENHANCE THEIR QUALITY OF LIFE WITHOUT JEOPARDIZING THEIR PUBLIC BENEFITS. THE TRUST PROVIDES FIDUCIARY SERVICES TO IMPOVERISHED INDIVIDUALS WITH DISABILITIES FOR THE PURPOSE OF ENHANCING THEIR QUALITY OF LIFE BY FACILITATING DISBURSEMENTS IN ACCORDANCE WITH SOCIAL SECURITY AND MEDICAID PROGRAMS AND RULES. THE TRUST SERVED MORE THAN 700 BENEFICIARIES DURING THE YEAR. 1116435 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 12 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 DC X THE ORGANIZATION 2024481460 4301 CONNECTICUT AVE NW NO 140 WASHINGTON DC 20008 MARY CASSELL PRESIDENT 3.00 X X 0 0 0 KIMBERLY EDLEY VICE PRESIDENT 3.00 X X 0 0 0 PATRICK K HALEY TREASURER 3.00 X X 0 0 0 AMY L BROOKS SECRETARY 3.00 X X 0 0 0 MICHAEL ORLEANS IMMEDIATE PAST PRESIDENT 1.50 X X 0 0 0 TINA CAMPANELLA DIRECTOR 1.50 X 0 0 0 HORACIO CHACON DIRECTOR 1.50 X 0 0 0 JENN CRANE DIRECTOR 1.50 X 0 0 0 DEBORAH FISHER DIRECTOR 1.50 X 0 0 0 ROGER HEYMANN DIRECTOR 1.50 X 0 0 0 PATRICK MALONE DIRECTOR 1.50 X 0 0 0 YOLANDA MAZYCK CHIEF EXECUTIVE OFFICER 40.00 X 143595 0 17554 TRESA WELCH CHIEF OPERATING OFFICER 40.00 X 101014 0 5122 244609 0 22676 2 0 1 0 0 36150 444375 480525 ANNUAL FEES 541900 643171 643171 TRUST ADMINISTRATIVE F 541900 161962 161962 ENROLLMENT FEES 541900 87234 87234 892367 48585 48585 117410 130167 -12757 -12757 -12757 0 36150 44223 -44223 -44223 OTHER REVENUE 541900 36300 36300 36300 1400797 928667 0 -8395 160911 120683 40228 678137 508603 169534 80435 60326 20109 79917 59938 19979 73060 54795 18265 8868 6651 2217 14950 14950 7216 7216 49328 36996 12332 7237 5428 1809 70087 51893 18194 16413 12310 4103 142416 106812 35604 17191 12893 4298 33815 25361 8454 2571 1928 643 2504 1878 626 CHARITABLE FUNDS 23736 17802 5934 OFFICE EQUIPMENT (<$500 13443 10754 2689 STAFF DEVELOPMENT 9054 6790 2264 DUES AND SUBSCRIPTIONS 7314 5485 1829 12145 9109 3036 1510748 1116435 394313 0 740187 579805 7441 1402 93934 85618 4252 8316 1312377 1454843 0 0 797765 2056816 2849572 38820 8208 4417 808867 43237 817075 X 2013579 2032497 2013579 2032497 2056816 2849572 -109951 128869 0 X X 0 1 X 1 0 X 516042 780537 482199 1091645 480525 3350948 516042 780537 482199 1091645 480525 3350948 1192214 2158734 20432 16520 9317 27484 48585 122338 3473286 3906433 0.62150 0.61030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 55338 47022 8316 38596 38596 0 8316 OPERATING RIGHT OF USE ASSET 797765 797765 OPERATING LEASE LIABILITIES 808867 808867 X 1566673 128869 44223 173092 1393581 7216 7216 1400797 1547755 44223 44223 1503532 7216 7216 1510748 PART X, LINE 2: IN ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, ACCOUNTING STANDARDS REQUIRE AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE-LIKELY-THAN-NOT THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITION AND CONCLUDED THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THE GUIDANCE. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 44,223. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 44,223. DINNER DANCE 36150 36150 17911 20000 4706 1606 36150 36150 17911 20000 4706 1606 44223 -44223 0 0 0 0 0 0 0 0 0 YOLANDA MAZYCK CHIEF EXECUTIVE OFFICER 143595 0 0 0 0 0 12432 0 5122 0 161149 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B AN ELECTRONIC COPY OF FORM 990 IS DISTRIBUTED TO EACH BOARD MEMBER PRIOR TO FILING. THE DOCUMENT IS DISCUSSED AT THE NEXT BOARD MEETING AND ALL CHANGES ARE INCORPORATED INTO THE RETURN BEFORE IT IS ELECTRONICALLY FILED. ONCE CONFIRMATION IS RECEIVED THAT THE RETURN WAS ACCEPTED BY THE IRS, A FINAL COPY IS EMAILED TO EACH BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 12C EVERY BOARD MEMBER IS REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY - AT THE FIRST REGULARLY SCHEDULED BOARD MEETING OF THE YEAR. ALL CONFLICTS ARE SHARED WITH THE EXECUTIVE COMMITTEE FOR ENFORCEMENT. BOARD MEMBERS ARE ALSO REQUIRED TO DISCLOSE ANY CHANGES IN THEIR STATUS WHEN CHANGES OCCUR. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S SALARY IS REVIEWED ANNUALLY DURING THE PERFORMANCE REVIEW PROCESS AND IS ADJUSTED BASED ON MARKET RATES AND PERFORMANCE BASED ON A RECOMMENDATION OF THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART XII, LINE 2C SHARED HORIZONS HAS NOT CHANGED ITS PROCESS REGARDING THE OVERSIGHT OF THE INDEPENDENT AUDIT AND SELECTION OF INDEPENDENT AUDITORS DURING THE FISCAL YEAR. THE WESLEY VINNER MEMORIAL TRUST 4301 CONNECTICUT AVE NW 140 WASHINGTON DC 20008 276256781 TRUSTEE DC T 0 SHARED HORIZONS 3RD PARTY COMMUNITY TRUST 4301 CONNECTICUT AVE NW 140 WASHINGTON DC 20008 456279857 TRUSTEE DC T 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 THE WESLEY VINNER MEMORIAL TRUST N THE WESLEY VINNER MEMORIAL TRUST O THE WESLEY VINNER MEMORIAL TRUST L