Horizon Institute

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2007

Legal Domicile

Principal Officer

Barbara Maynard

Phone

3233519321

Tax Period

2023-01-01 to 2023-12-31

Mission

The Horizon Institute is a California-based think tank and public interest research organization, dedicated to building an economy that puts people first. The Institute works to foster informed discussion and promote ideas

Program Service Accomplishments

Program 1

Expenses: $0 Revenue: $0

In August 2014, Horizon Institute sponsored three projects in El Salvador. A delegation of American children and adults traveled to El Salvador. In partnership with CIS - Centro de Intercambio y...

In August 2014, Horizon Institute sponsored three projects in El Salvador. A delegation of American children and adults traveled to El Salvador. In partnership with CIS - Centro de Intercambio y Solidaridad. The projects were done by sixteen volunteers from California who paid for their own travel expenses and raised funds for most of these projects. These projects were: 1) Established a women's co-op business to sustain their community consisting of an indigo dying business. 2) Established a 4 laptop computer lab, which was painted, equipped with color printers, ink cartridges, realms of paper and 2 years wifi. The computer lab is now benefiting the women's co-op and their children in Isla La Tasajera, La Paz. 3) Built a shelter and vegetable garden in a child care center in La Libertad, in partnership with SALEF and Cooperative and Communal development of El Salvador (CORDES).

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2023	2022	Change
Revenue	N/A	N/A	N/A
Expenses	N/A	N/A	N/A
Net Income	N/A	$0	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Barbara Maynard	CEO Executive Dir	5.00	Officer Key Emp Highest	$0	$0	$0
Danny Feingold	CFO	0.00	Director	$0	$0	$0
Kent Wong	Secretary	0.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	No data	No data	No data	No data
2022	No data	No data	No data	No data
2021	No data	$2,273	No data	No data
2020	No data	$1,619	No data	No data
2019	$2,390	$3,085	$1,710	$-695
2018	No data	$9	$1,251	No data
2017	$10,537	$13,561	$1,242	$-3,024