2021-11-10T13:42:20-06:00 2020-12-31 420714325 RSM US LLP 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2020-01-01 522119011 THE HORIZON FOUNDATION OF HOWARD COUNTY INC HORI 4107150311 10221 WINCOPIN CIRCLE NO 200 COLUMBIA MD 21044 NICOLETTE H VERNICK PRESIDENT AND CEO 4107150311 2021-11-10 1 NICOLETTE VERNICK 999009999 SARA SMITH P01332734 2022932200 2021-11-10 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z NICOLETTE H VERNICK 10221 WINCOPIN CIRCLE NO 200 COLUMBIA MD 21044 40065896 0 X WWW.THEHORIZONFOUNDATION.ORG X 1998 MD OUR MISSION IS TO IMPROVE THE HEALTH AND WELLNESS OF PEOPLE WHO LIVE OR WORK IN HOWARD COUNTY, MD. 19 18 11 23 -10602 0 1502 550 0 100000 5831172 2745765 38560 59947 5871234 2906262 1668589 2677759 0 0 1534024 1526025 0 0 4836 2265361 2331443 5467974 6535227 403260 -3628965 91697108 95051877 3342332 2531901 88354776 92519976 THE HORIZON FOUNDATION'S MISSION IS TO IMPROVE THE HEALTH AND WELLNESS OF PEOPLE WHO LIVE OR WORK IN HOWARD COUNTY. 0 0 2855233 2677759 0 GRANT MAKING-SINCE 1998, HORIZON FOUNDATION HAS INVESTED MORE THAN $64 MILLION IN COMMUNITY PROGRAMS, INCLUDING GRANTS TO OVER 370 ORGANIZATIONS SERVING THE COUNTY, FROM AFTER-SCHOOL PROGRAMS TO FAITH-BASED ORGANIZATIONS TO HEALTH CARE PROVIDERS. HORIZON FOUNDATION HAS LAUNCHED SEVERAL NEW TRANSFORMATIVE PROGRAMS TO DEMONSTRABLY IMPROVE COMMUNITY OUTCOMES, INCLUDING COVID-19 RESPONSE INITIATIVES, EXPANDING ACCESS TO MENTAL HEALTH SERVICES, PROMOTING STREETS FOR ALL, INCREASING THE NUMBER OF RESIDENTS WHO HAVE AN IDENTIFIED HEALTH CARE AGENT, DRAMATICALLY REDUCING THE CONSUMPTION OF SUGARY DRINKS, REDUCING HEALTH DISPARITIES AND WORKING TOWARD RACIAL EQUITY IN HEALTH. 2476137 0 100000 COMMUNITY BUILDING-HORIZON FOUNDATION COLLABORATES WITH DIVERSE PARTNERS TO IDENTIFY PRESSING, UNMET HEALTH AND WELLNESS NEEDS IN THE COMMUNITY AND TO CREATE CATALYTIC CHANGE THAT IS TANGIBLE, MEASURABLE AND SUSTAINABLE. HORIZON FOUNDATION CARES PASSIONATELY ABOUT THE COMMUNITY AND STRIVES TO BRING INNOVATIVE SOLUTIONS FROM AROUND THE REGION, COUNTRY AND WORLD TO IMPROVE HEALTH AND WELLNESS LOCALLY. FROM STRENGTHENING EFFECTIVE POLICIES TO EXPANDING CRITICAL SERVICES AND EDUCATING THE COMMUNITY THROUGH THE ANNUAL MEETING, HORIZON FOUNDATION FOCUSES ON MAKING HOWARD COUNTY A MORE VIBRANT AND HEALTHY PLACE TO LIVE, LEARN, WORK, AND PLAY. 5331370 1 0 0 1 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 28 0 1 11 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 19 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X ANNE BRINKER 4107150311 10221 WINCOPIN CIRCLE NO 200 COLUMBIA MD 21044 NIKKI HIGHSMITH VERNICK PRESIDENT & CEO 39.82 0.18 X X 332986 0 79933 GLENN SCHNEIDER CHIEF PROGRAM OFFICER 40.00 0.00 X 157866 0 43738 ANNE BRINKER CHIEF OPERATING OFFICER 40.00 0.00 X 138826 0 13922 TIFFANY GRANT-CALLENDER PROGRAM DIRECTOR 40.00 0.00 X 107662 0 20041 GREG OLANIRAN CHAIR 0.36 0.15 X X 0 0 0 JEANNE KENNEDY VICE CHAIR 0.45 0.09 X X 0 0 0 JANET CURRIE TREASURER 0.28 0.06 X X 0 0 0 ROBIN STEELE SECRETARY 0.42 0.10 X X 0 0 0 JONATHAN AHN TRUSTEE 0.37 0.06 X 0 0 0 LARRY APPEL TRUSTEE 0.33 0.15 X 0 0 0 CELIAN VALERO-COLON TRUSTEE 0.28 0.06 X 0 0 0 MARK CISSELL TRUSTEE 0.33 0.06 X 0 0 0 CATHY HAMEL TRUSTEE 0.36 0.09 X 0 0 0 BRIAN HEPBURN TRUSTEE 0.31 0.12 X 0 0 0 SHARON HOOVER TRUSTEE 0.25 0.12 X 0 0 0 STACIE HUNT TRUSTEE 0.28 0.13 X 0 0 0 TRACY MILLER TRUSTEE 0.20 0.04 X 0 0 0 YVETTE OQUENDO TRUSTEE 0.28 0.12 X 0 0 0 LISA PEARSON TRUSTEE 0.31 0.18 X 0 0 0 GOPI SURI TRUSTEE 0.24 0.08 X 0 0 0 NED TILLMAN TRUSTEE 0.20 0.07 X 0 0 0 DAVID WOLF TRUSTEE 0.31 0.13 X 0 0 0 737340 0 157634 4 0 1 0 SEI 1 FREEDOM VALLEY DRIVE OAKS PA 19456 INVESTMENT MANAGER 498339 MARKETING FOR CHANGE 110 SOUTH COLUMBUS STREET ALEXANDRIA VA 22314 MARKETING CAMPAIGN 426865 PRR INC 1501 FOURTH AVENUE STE 550 SEATTLE WA 98101 MARKETING CAMPAIGN 248757 3 550 550 HEALTH SURVEYS & PROGRAMMING 900099 100000 100000 100000 1295694 -10602 1306296 38609555 150 37159634 0 1449921 150 1450071 1450071 MISCELLANEOUS INCOME 900099 59947 59947 59947 2906262 100000 -10602 2816314 X 2677759 2677759 776646 583690 190872 2084 577282 433858 141875 1549 22291 16753 5478 60 71390 53653 17545 192 78416 58934 19272 210 3246 2845 401 6154 5393 761 74625 65398 9227 45000 45000 498339 498339 1211044 1061302 149742 120034 57892 62142 89488 66368 22885 235 7625 5731 1874 20 125206 92852 32018 336 13521 1939 11582 14066 8847 5219 43284 32530 10638 116 12661 9515 3112 34 COMMUNITY ENGAGEMENT 38168 29937 8231 MEMBERSHIP DUES 27732 21174 6558 MISCELLANEOUS 1250 1250 6535227 5331370 1199021 4836 199242 71389 1123391 653200 58343 104985 87140 90234 480156 241708 253441 238448 69712680 71461944 20262871 22431677 91697108 95051877 455928 433182 2605614 1845071 280790 253648 3342332 2531901 X 88327289 92447976 27487 72000 88354776 92519976 91697108 95051877 -3628965 7794165 0 X X 0 1 X 1 0 X X 1 HOWARD COMMUNITY HEALTH FOUNDATION INC 522119018 7 1 0 5331370 1 0 5331370 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 PART I, LINE 12G THE HORIZON FOUNDATION OF HOWARD COUNTY, INC. DOES NOT PROVIDE DIRECT SUPPORT TO HCHF, ITS SUPPORTED ORGANIZATION. RATHER, IT PURSUES CHARITABLE PURPOSES THAT FURTHER THE EDUCATIONAL PURPOSES OF THE ORGANIZATION IT SUPPORTS. THE AMOUNT SHOWN IN LINE 12G OF PART I IS THE PROGRAM SERVICE EXPENSE FOR THE CURRENT YEAR, SPENT IN PURSUING THESE PURPOSES. IN ADDITION, THE HORIZON FOUNDATION CONTRIBUTED SERVICES TO HCHF IN THE AMOUNT OF $41,886. 12754 7979 20733 6016156 6036889 451844 112961 0 0 355870 391883 399348 451844 1598945 2398418 22485 17630 49976 20733 110824 88968 97971 99837 112961 399737 599606 17970 7324 33423 12754 71471 372501 131532 240969 107655 110176 -2521 238448 SEI CORE PROPERTY FD, LP 4696907 F GPA IV PRIVATE EQUITY FUND 2607610 F LANDMARK REAL ESTATE ASSETS FUND 375487 F TUCKERBROOK S/B DISTRESSED FUND 223990 F SEI GLOBAL PRIVATE ASSETS V LP 217476 F GLOUSTON PRIVATE EQUITY OPPORTUNITIES III, LLP 198366 F PENN SQUARE GLOBAL REAL ESTATE FUND II, LP 97424 F GLOUSTON PRIVATE EQUITY HOLDINGS IV, LLP 560 F SEI STRUCTURED CREDIT FUND 6221236 F SEI SPECIAL SITUATIONS FUND LTD 4586003 F SEI ENERGY DEBT LP 3147055 F COLLINS CAPITAL LOW VOLATILITY PERFORMANCE II, LTD 59563 F 22431677 DEFERRED RENT 74394 DEFERRED LEASE INCENTIVE 179254 253648 10202088 7794165 7794165 2407923 498339 498339 2906262 6036888 0 6036888 498339 498339 6535227 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 2137 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 175741 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 54588 0 0 0 0 0 0 232466 0 232466 0 0 1 1 1 0 PART III ACCOUNTING METHOD: 1 ASSOCIATION OF COMMUNITY SERVICES 9770 PATUXENT WOODS DRIVE SUITE 301 301 COLUMBIA MD 21046 521320048 501(C)(3) 93934 RACIAL EQUITY COLLABORATIVE/POLICY CAMPAIGN BEHAVIORAL HEALTH SYSTEM BALTIMORE 100 S CHARLES ST TOWER II 8TH FL BALTIMORE MD 21201 521519025 501(C)(3) 60000 GREATER BALTIMORE REGIONAL INTEGRATED CRISIS SYSTEM (GBRICS) REGIONAL PARTNERSHIP CASA 8151 15TH AVENUE LANGLEY PARK MD 20783 521372972 501(C)(3) 75000 ORGANIZING AND ADVOCACY IN HOWARD COUNTY CHASE BREXTON HEALTH CARE 5500 KNOLL NORTH DR STE 370/400 COLUMBIA MD 21045 521638592 501(C)(3) 50000 COVID-19 COMMUNITY RESPONSE COLUMBIA FESTIVAL OF THE ARTS 10475 LITTLE PATUXENT PKWY FARMHOUSE AT MERRIWEATHER COLUMBIA MD 21044 521599803 501(C)(3) 20000 VIRTUAL MENTAL HEALTH FILM FESTIVAL COMMUNITY ACTION COUNCIL OF HOWARD COUNTY 9820 PATUXENT WOODS DRIVE COLUMBIA MD 21046 520823083 501(C)(3) 20000 EMERGENCY GRANT TO PURCHASE FOOD FOR HEAD START FAMILIES COMMUNITY FOUNDATION OF HOWARD COUNTY 10630 LITTLE PATUXENT PARKWAY STE 315 COLUMBIA MD 21044 520937644 501(C)(3) 60000 COVID-19 RESPONSE FUND-HOCO RESPOND COMMUNITY FOUNDATION OF HOWARD COUNTY - WOMEN'S GIVING CIRCLE 10630 LITTLE PATUXENT PARKWAY STE 315 COLUMBIA MD 21044 520937644 501(C)(3) 15000 COVID-19 RESPONSE FUND-HOCORESPOND EQUITY4HC 9770 PATUXENT WOODS DRIVE STE 332 COLUMBIA MD 21046 832225495 501(C)(3) 85000 RACIAL EQUITY COLLABORATIVE/POLICY CAMPAIGN FRIENDS OF HOWARD COUNTY LIBRARY 9411 FREDERICK ROAD ELLICOTT CITY MD 21042 521226011 501(C)(3) 30000 RACIAL EQUITY WORK AT THE HC LIBRARY GILCHRIST HOSPICE CARE 11311 MCCORMICK RD STE 350 HUNT VALLEY MD 21031 521851251 501(C)(3) 50000 COVID-19 COMMUNITY RESPONSE GRASSROOTS CRISIS INTERVENTION CENTER INC 6700 FREETOWN ROAD COLUMBIA MD 21044 520909351 501(C)(3) 50000 COVID-19 COMMUNITY RESPONSE HFAM FOUNDATION FOR EDUCATION & RESEARCH INC 601 GLOBAL WAY STE 100-103 LINTHICUM MD 21090 202330145 501(C)(3) 125000 COVID-19 COMMUNITY RESPONSE HOSPICE & PALLIATIVE CARE NETWORK OF MARYLAND 201 INTERNATIONAL CIRCLE SUITE 230 HUNT VALLEY MD 21030 521364551 501(C)(3) 25000 HPCNM WORKS WITH HOWARD COUNTY COMMUNITY TO INCREASE HOSPICE UTILIZATION AMONG MINORITIES HOWARD COUNTY CHINESE SCHOOL POBOX 1547 ELLICOTT CITY MD 21041 522136227 501(C)(3) 79310 RACIAL EQUITY COLLABORATIVE/POLICY CAMPAIGN HOWARD COUNTY GENERAL HOSPITAL 5755 CEDAR LANE COLUMBIA MD 21042 522093120 501(C)(3) 500000 COVID-19 COMMUNITY RESPONSE HOWARD COUNTY PUBLIC SCHOOL SYSTEM 10910 CLARKSVILLE PIKE ELLICOTT CITY MD 21042 526000968 GOVT 250000 SCHOOL BASED MENTAL HEALTH SERVICES EXPANSION HOWARD COUNTY PUBLIC SCHOOL SYSTEM 10910 CLARKSVILLE PIKE ELLICOTT CITY MD 21042 526000968 GOVT 150000 RENEWED BMI SCREENING OF KINDERGARTENERS AND 8TH GRADERS HOWARD COUNTY SPONSORING COMMITTEEPEOPLE ACTING TOGETHER IN HOWARD (PATH) 5885 ROBERT OLIVER PL COLUMBIA MD 21045 204527107 501(C)(3) 50000 PARTNERSHIP WITH HORIZON ON EQUITY HUMANIM INC 6355 WOODSIDE COURT COLUMBIA MD 21046 520962588 501(C)(3) 75000 COVID-19 COMMUNITY RESPONSE JOHNS HOPKINS BLOOMBERG SCHOOL OF PUBLIC HEALTH 615 N WOLFE ST RM W1100 BALTIMORE MD 21205 520595110 501(C)(3) 58800 VACCINE DECISION-MAKING RESEARCH STUDY MARYLAND CHAPTER- AAP 1211 CATHERAL STREET BALTIMORE MD 21201 521630552 501(C)(6) 80000 HOWARD COUNTY PEDIATRIC BEHAVIORAL HEALTH INTEGRATION MARYLAND MATTERS PO BOX 11121 TAKOMA PARK MD 20913 830949175 501(C)(6) 20000 SPOTLIGHT ON MARYLAND HEALTH POLICY-ARTICLES MARYLAND NONPROFITS 1500 UNION AVENUE 2500 BALTIMORE MD 21211 521749231 501(C)(3) 5250 CAPACITY BUILDING SUPPORT MARYLAND PHILANTHROPY NETWORK 2 EAST READ STREET 2ND FL BALTIMORE MD 21202 521326863 501(C)(3) 10000 FUNDING TO ADVANCE IMPACT MEDCHI THE MARYLAND STATE MEDICAL SOCIETY 1211 CATHERDAL STREET BALTIMORE MD 21201 520410730 501(C)(6) 200000 DIABETES PREVENTION THROUGH SUGARY DRINK POLICIES MENTAL HEALTH ASSOCIATION OF MARYLAND 1301 YORK RD SUITE 505 LUTHERVILLE MD 21093 520591666 501(C)(3) 15000 BEHAVIORAL HEALTH COALITION CAMPAIGN THE ARC OF HOWARD COUNTY 11735 HOMEWOOD ROAD ELLICOTT CITY MD 21042 520884366 501(C)(3) 50000 COVID-19 COMMUNITY RESPONSE THE COMMUNITY ECOLOGY INSTITUTE 5429 ENDICOTT LANE COLUMBIA MD 21044 810954815 501(C)(3) 20000 ADVANCING HOCO COMMUNITY ADVOCACY UNITED WAY OF CENTRAL MARYLAND 1800 WASHINGTON BLVD STE 340 BALTIMORE MD 21230 520591543 501(C)(3) 65000 COVID-19 RESPONSE FUND-HOCO RESPOND WENDT CENTER FOR LOSS AND HEALING 4201 CONNECTICUT AVENUE NW STE 300 WASHINGTON DC 20008 521095105 501(C)(3) 8500 GRIEF PROGRAMING FOR COVID FIRST RESPONDERS ZETA ALPHA SIGMA CHAPTER-PHI BETA SIGMA FRATERNITY INC PO BOX 6928 COLUMBIA MD 21044 521979030 501(C)(3) 103924 RACIAL EQUITY COLLABORATIVE/POLICY CAMPAIGN 29 3 PART I, LINE 2: AS PART OF A GRANT AGREEMENT, ANY CHANGES OR MODIFICATIONS TO THE GRANT REQUIRE APPROVAL BY THE FOUNDATION PRESIDENT PRIOR TO INITIATING THE CHANGE. THE PRESIDENT, STAFF, OR TRUSTEES OF THE FOUNDATION MAY MAKE ONE OR MORE SITE VISITS (IN NON-COVID RESTRICTED TIMES) TO OBSERVE THE PROJECT DURING THE GRANT PERIOD. THE GRANT RECIPIENT'S FINANCIAL AND PERFORMANCE RECORDS CAN BE AUDITED BY THE FOUNDATION AT ANY POINT THROUGHOUT THE GRANT PERIOD. GRANTEES ARE EXPECTED TO PROVIDE A MID-YEAR REPORT WITH FINANCIAL STATEMENT AND A FINAL WRITTEN REPORT AND FINANCIAL STATEMENT TO THE FOUNDATION 30 DAYS AFTER THE CONCLUSION OF THE GRANT PERIOD. THE FINANCIAL STATEMENT MUST CLEARLY INDICATE HOW THE FUNDS WERE USED. X X X X X 0 0 0 0 0 0 0 0 0 NIKKI HIGHSMITH VERNICK PRESIDENT & CEO 289867 0 42750 0 369 0 52100 0 29292 0 414378 0 0 0 GLENN SCHNEIDER CHIEF PROGRAM OFFICER 152243 0 3000 0 2623 0 15905 0 29291 0 203062 0 0 0 ANNE BRINKER CHIEF OPERATING OFFICER 134691 0 3000 0 1135 0 13922 0 6459 0 159207 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER INFORMS THE FULL BOARD WHEN THE 990 FORMS ARE READY FOR REVIEW. THE 990 FORM IS POSTED ON THE BOARD'S GROUP WEBSITE FOR REVIEW BY THE TRUSTEES PRIOR TO FILING. NOTIFICATION OF THE 990 POSTING IS SENT TO ALL TRUSTEES VIA EMAIL AND A TIMELINE FOR SENDING COMMENTS IS PROVIDED. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION HAS A CONFLICT OF INTEREST POLICY THAT IS COMPLETED BY THE TRUSTEES ON AN ANNUAL BASIS. THE COMPLETED FORMS ARE RETURNED TO THE SECRETARY WHO REVIEWS THEM ALL AND FOLLOWS UP WITH THE INDIVIDUAL ON ANY POSSIBLE CONFLICTS. IN ADDITION, TRUSTEES DISCLOSE ANY CONFLICTS OF INTEREST AT THE BEGINNING OF EACH BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF THE FOUNDATION, WHICH IS COMPOSED OF DISINTERESTED BOARD MEMBERS, IS CHARGED WITH DETERMINING THE COMPENSATION OF THE FOUNDATION'S PRESIDENT AND CEO. THE COMMITTEE REVIEWS THE PERFORMANCE OF THE PRESIDENT AND CEO, AFTER HAVING RECEIVED INPUT FROM ALL BOARD MEMBERS VIA SURVEY. IN TERMS OF SETTING AN APPROPRIATE LEVEL OF COMPENSATION, THE COMMITTEE UTILIZES THE SERVICES OF NATIONAL LEVEL OUTSIDE CONSULTANTS THAT SPECIALIZE IN NON-PROFIT AND FOUNDATION EXECUTIVE COMPENSATION. THE CONSULTANTS IDENTIFY THE APPROPRIATE LABOR MARKETS TO REVIEW AND MAY USE PUBLISHED COMPENSATION SURVEYS, IRS FORMS 990 OF SELECT FOUNDATIONS, OR A COMBINATION OF SURVEYS AND FORMS 990. THE CONSULTANTS PRESENT FINDINGS TO THE COMPENSATION COMMITTEE WHICH MAKES THE FINAL DETERMINATION OF COMPENSATION AND INFORMS THE FULL BOARD. FOR OTHER EMPLOYEES, THE FOUNDATION PERIODICALLY OBTAINS THE SERVICES OF A NATIONAL LEVEL COMPENSATION, BENEFITS AND HUMAN RESOURCES CONSULTING FIRM TO CONDUCT A COMPETITIVE COMPENSATION ASSESSMENT AND PROVIDE AN OPINION REGARDING THE REASONABLENESS OF THE COMPENSATION LEVELS. IN ADDITION, THE FOUNDATION PARTICIPATES IN THE COUNCIL ON FOUNDATIONS ANNUAL SALARY SURVEY AND REVIEWS THE SALARY TABLES WHEN SETTING COMPENSATION LEVELS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING EXPENSE: PROGRAM SERVICE EXPENSES 704,824. MANAGEMENT AND GENERAL EXPENSES 99,445. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 804,269. MEDIA CAMPAIGN CONSULTING: PROGRAM SERVICE EXPENSES 351,073. MANAGEMENT AND GENERAL EXPENSES 49,534. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 400,607. PAYROLL FEES: PROGRAM SERVICE EXPENSES 3,379. MANAGEMENT AND GENERAL EXPENSES 477. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,856. COMMUNITY ADVOCACY: PROGRAM SERVICE EXPENSES 2,026. MANAGEMENT AND GENERAL EXPENSES 286. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,312. FORM 990, PART XII, LINE 2C: THE AUDIT OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. HOWARD COMMUNITY HEALTH FOUNDATION 10221 WINCOPIN CIRCLE 200 COLUMBIA MD 21044 522119018 SUPPORT, PROMOTE & ENHANCE COMMUNITY HEALTH & WELLNESS IN HOWARD COUNTY MD MD 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0