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← GREATER HORIZONS

Form 990 for tax year 2023

Filed by GREATER HORIZONS.

Totals

Total revenue
$890,380,325
Total expenses
$937,843,889
Contributions and grants received
$810,976,441
Grants paid
$919,031,848
Program service revenue
$0
Investment income
$79,465,963
Other revenue
-$62,079
Total assets, end of year
$2,065,376,955
Total liabilities, end of year
$263,194,231
Net assets or fund balances, end of year
$1,802,182,724
Program services expenses (Part IX)
$929,425,456
Management and general expenses
$7,977,292
Fundraising expenses
$441,141
Program service expenses (Part III)
$929,425,456

Program services were 99.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $3,154,618

  • 1f · All other contributions, gifts and grants

    $807,821,823

  • 1g · Noncash contributions included above

    $493,904,794

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $48,100,096 · excluded $48,100,096

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $1,199,082,513

  • 7b · Less cost or other basis and sales expenses

    securities $1,167,716,646

  • 7c · Gain or loss

    securities $31,365,867 · other assets $0

  • 7d · Net gain or loss

    total $31,365,867 · excluded $31,365,867

  • 11a · Other revenue: INCOME FROM S-CORP INVESTMENTS

    total $231,034 · related or exempt $0 · unrelated business $231,034 · excluded $0

  • 11b · Other revenue: INCOME FROM PARTNERSHIP INVESTMENTS

    total -$296,578 · related or exempt $0 · unrelated business -$296,578 · excluded $0

  • 11c · Other revenue: _

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11d · All other revenue

    total $3,465 · related or exempt $0 · unrelated business $0 · excluded $3,465

  • 11e · Other revenue, total

    -$62,079

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $917,402,603 · program services $917,402,603

  • 2 · Grants to domestic individuals

    total $1,485,395 · program services $1,485,395

  • 3 · Grants to foreign organizations and individuals

    total $143,850 · program services $143,850

  • 11b · Fees: legal

    total $6,000 · program services $0 · management and general $6,000 · fundraising $0

  • 11c · Fees: accounting

    total $513 · management and general $513

  • 11f · Fees: investment management

    total $6,647,358 · program services $0 · management and general $6,647,358 · fundraising $0

  • 11g · Fees: other

    total $4,411,404 · program services $2,646,842 · management and general $1,323,421 · fundraising $441,141

  • 13 · Office expenses

    total $56,510 · program services $56,510 · management and general $0 · fundraising $0

  • 24a · Other expenses: PROJECT EXPENSES

    total $7,690,256 · program services $7,690,256 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,975,861 · end of year $43,299

  • 2 · Savings and temporary cash investments

    beginning of year $207,972,965 · end of year $121,692,967

  • 3 · Pledges and grants receivable

    beginning of year $3,180,509 · end of year $3,269,986

  • 4 · Accounts receivable

    beginning of year $323,461 · end of year $598,905

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $7,319,158

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $1,663,444,231 · end of year $1,625,945,455

  • 12 · Investments: other securities

    beginning of year $121,129,323 · end of year $306,507,185

  • 13 · Investments: program-related

    beginning of year $75,000

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,751 · end of year $9,597

  • 18 · Grants payable

    beginning of year $113,117,782 · end of year $19,846,780

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $765,841,544 · end of year $243,337,854

  • 27 · Net assets without donor restrictions

    beginning of year $1,119,139,273 · end of year $1,802,182,724

Mission and programs · 2023

Mission

GREATER HORIZONS IS A LEADING PROVIDER OF CHARITABLE GIVING SERVICES, OFFERING CUSTOM SOLUTIONS TO A WIDE RANGE OF PHILANTHROPISTS, INCLUDING FAMILIES AND COMPANIES. GREATER HORIZONS IS POWERED BY THE GREATER KANSAS CITY COMMUNITY FOUNDATION (GKCCF). THE GKCCF CREATED GREATER HORIZONS IN 2004 TO SERVE THOSE WHO WISH TO GIVE UNDER A NATIONAL ENTITY.

Activities or mission (Part I)

Greater Horizons provides a comprehensive platform of charitable tools and philanthropic giving vehicles, specializing in donor-advised funds, accepting complex asset gifts and assisting donors with strategic giving.

  • 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 2023, DONORS GRANTED $919 MILLION TO NONPROFIT ORGANIZATIONS ACROSS THE COUNTRY. GREATER HORIZONS WORKS DONOR BY DONOR TO PROVIDE RESEARCH AND RESOURCES TO ASSIST WITH THEIR GIVING, INCLUDING PERSONAL AND FAMILY DISCUSSIONS ABOUT LEGACY AND VALUES, COMPETITIVE GRANT PROGRAMS, AND GUIDANCE ON CHARITABLE LANDSCAPES.

    Expenses $929,425,456 · Grants $919,031,848

As filed on the 2023 return.

Listed in Part VII

  • Ann F Konecny

    DIRECTOR/TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Deborah Wilkerson

    DIRECTOR/PRESIDENT

    Total calculated
    $524,154
    From this org
    $0
    From related orgs
    $468,928
    Other
    $55,226
    Hours/week
    20 + 20.6 related

    Schedule J breakdown matched by us

    Base
    $0 + $375,770 related
    Bonus
    $0 + $92,642 related
    Other
    $0 + $516 related
    Deferred
    $0 + $33,000 related
    Nontaxable benefits
    $0 + $22,226 related
    Filer's total
    $0 + $524,154 related

  • Jeff Hargroves

    DIRECTOR/VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Patrick McCown

    DIRECTOR/SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • William Lyons

    DIRECTOR/CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • William C Gauteraux

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Corey Ziegler

    ASSISTANT SECRETARY

    Total calculated
    $267,053
    From this org
    $0
    From related orgs
    $245,431
    Other
    $21,622
    Hours/week
    20 + 21.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $206,091 related
    Bonus
    $0 + $39,064 related
    Other
    $0 + $276 related
    Deferred
    $0 + $20,635 related
    Nontaxable benefits
    $0 + $987 related
    Filer's total
    $0 + $267,053 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part II & FORM 990, PART VII
THE COMPENSATION BEING REPORTED FOR DEBORAH WILKERSON AND COREY ZIEGLER IS FROM THE GREATER KANSAS CITY COMMUNITY FOUNDATION, A RELATED TAX EXEMPT ORGANIZATION. THE GREATER KANSAS CITY COMMUNITY FOUNDATION USES A COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, A COMPENSATION SURVEY OR STUDY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH COMPENSATION.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

  • SEE ATTACHMENT

    $845,855,528

    VARIOUS

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • LGZ Properties LLC

    N/A · Rental · KS

    Directly controlled by NA

  • Blocktower Credit Partners Offshore LP

    N/A · Institutional Investment Firm · FL

    Directly controlled by NA

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CHARITABLE REMAINDER TRUSTS(26)

    CHARITABLE TRUSTS · MO · controlled entity

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202433209349305733

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