Nonprofit · EIN 65-0872214
HORIZON FOUNDATION INC
Tax-exempt · FORT MYERS, FL 33901
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $600,423 | $668,833 | -$68,410 | $768,991 | $53,540 | $715,451 |
| December 31, 2023 | 990 | $598,513 | $698,710 | -$100,197 | $809,644 | $25,778 | $783,866 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $565,686
- of which government grants
- $34,500
- Program service revenue
- $0
- Investment income
- $14,701
- Net income from fundraising events
- $20,036
- Other revenue
- $20,036
Expenses
- Grants and similar amounts paid
- $165,582
- Compensation of officers, directors and key employees
- $93,375
- Other salaries and wages
- $7,562
- Salaries, compensation and benefits (total)
- $108,074
- Professional fundraising fees
- $0
- Depreciation
- $888
- Program services (functional)
- $562,086
- Management and general (functional)
- $38,119
- Fundraising (functional)
- $68,628
Balance sheet and other
- Total assets, start of year
- $809,644
- Total assets, end of year
- $768,991
- Total liabilities, end of year
- $53,540
- Net assets, end of year
- $715,451
- Land, buildings and equipment
- $2,628
- Net assets without donor restrictions
- $688,451
- Net assets with donor restrictions
- $27,000
- Gross receipts
- $608,622
- Employees
- 3
- Year formed
- 1998
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM JOHNSON | EXECUTIVE DI Officer | 40 | $94,375 |
| MARK STEVENS | PRES/DIRECTO Trustee or director, Officer | 0.25 | $0 |
| RYAN CARTER | VP/DIRECTOR Trustee or director, Officer | 0.25 | $0 |
| SANDY STILWELL YOUNGQUIST | TREASURER/DI Trustee or director, Officer | 0.25 | $0 |
| FRED EDMAN | SECRETARY/DI Trustee or director, Officer | 0.25 | $0 |
| HOLLY SMITH | PAST PRES/DI Trustee or director | 0.5 | $0 |
| DIANA GIRALDO | DIRECTOR Trustee or director | 0.25 | $0 |
| MATT PRICE | DIRECTOR Trustee or director | 0.25 | $0 |
| JOHN TALMAGE | DIRECTOR Trustee or director | 0.25 | $0 |
| DOUG GYURE | DIRECTOR Trustee or director | 0.25 | $0 |
| DR GUIDO MINAYA | DIRECTOR Trustee or director | 0.25 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| William Johnson | CEO Officer | 40 | $94,375 |
| Gail Markham | Director Trustee or director | 0.25 | $0 |
| John Talmag | Director Trustee or director | 0.25 | $0 |
| Diana Giraldo | Director Trustee or director | 0.25 | $0 |
| Matthew Price | Director Trustee or director | 0.25 | $0 |
| Chris Spiro | Immediate Past President Trustee or director | 0.25 | $0 |
| Ryan Carter | Vice PresidentDirector Trustee or director, Officer | 0.25 | $0 |
| Holly Smith | PresidentDirector Trustee or director, Officer | 0.5 | $0 |
| Fred Edman | SecretaryDirector Trustee or director, Officer | 0.25 | $0 |
| Sandra Stilwill | TreasurerDirector Trustee or director, Officer | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 2031 JACKSON ST STE 120, FORT MYERS, FL 33901-3627
- In care of
- % FRANK DALESSANDRO
- Principal officer (990 for 2024)
- WILLIAM JOHNSON, 2031 JACKSON STREET SUITE 120, FORT MYERS, FL 33901
- Signed the 990
- WILLIAM JOHNSON, EXECUTIVE DIRECTOR
- Phone
- (239) 338-3161
- Return prepared by
- HSCTUSCAN & COMPANY PA
Mission
SEE SCHEDULE O.
Program accomplishments
- WITH THE MISSION OF MARKETING LEE COUNTY, BUSINESS DEVELOPMENT LINE ITEMS INCLUDE EXPENSES SUCH AS THE QUARTERLY BUSINESS SURVEY ENTERPRISE FLORIDA SPONSORSHIP (EFI). BUSINESS EXPENSES INCLUDE PROSPECT VISITS, FUNDRAISING, PROMOTIONAL ITEMS AND WEBSITE MANAGEMENT TOOLS. EFI IS A PUBLIC-PRIVATE PARTNERSHIP BETWEEN FLORIDA BUSINESS AND GOVERNMENT LEADERS AND ITS PRINCIPAL GOAL TO EXPAND THE REGION'S ECONOMY THROUGH JOB CREATION AND BY PROMOTING LEE COUNTY AS A DESTINATION BUSINESS LOCATION.Expenses $288,098
- THE FOUNDATION SUPPORTS AND PARTICIPATES IN THE ACTIVITIES OF THE HORIZON COUNCIL AND THE LEE COUNTY ECONOMIC DEVELOPMENT OFFICE TO RETAIN AND PROMOTE SOUTHWEST FLORIDA AS A BUSINESS DESTINATION THROUGH SOPHISTICATED MARKETING EFFORTS TO STRATEGICALLY ATTRACT AND RETAIN COMPANIES THAT DO OR WILL DO BUSINESS IN AND WITH LEE COUNTY.Expenses $165,582 · grants $165,582
- Expenses $108,406
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 65-0872214
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2000
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $768,991
- Income (IRS master file)
- $608,622
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $600,423 | $668,833 | $768,991 | IRS |
| 990 | December 2023 | $598,513 | $698,710 | $809,644 | XML |
| 990 | December 2022 | $543,275 | $457,002 | $923,962 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 65-0872214).
Questions about HORIZON FOUNDATION INC
- What is the EIN of HORIZON FOUNDATION INC?
- The employer identification number (EIN) of HORIZON FOUNDATION INC is 65-0872214.
- Is HORIZON FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to HORIZON FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HORIZON FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HORIZON FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HORIZON FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of HORIZON FOUNDATION INC?
- The 990 for the year ended December 31, 2024 names WILLIAM JOHNSON.
- Who are the officers and directors of HORIZON FOUNDATION INC?
- The 990 for the year ended December 31, 2024 lists 11 people; 1 received compensation from the organization, the highest $94,375 (WILLIAM JOHNSON, EXECUTIVE DI).
- How much revenue does HORIZON FOUNDATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $600,423, expenses of $668,833 and total assets of $768,991 at year end.
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