HORIZONS NATIONAL STUDENT ENRICHMENT PROGRAM INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HORIZONS NATIONAL STUDENT ENRICHMENT PROGRAM INC (EIN 06-1468129)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202331359349302123
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T08:46:48-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060903326 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITTLESEY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HAMDEN CTR 2319 WHITNEY AVE STE | AddressLine1Txt |
| Address Line2 | 2A | AddressLine2Txt |
| City | HAMDEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06518 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061468129 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HORIZONS NATIONAL STUDENT ENRICHMENT | BusinessNameLine1Txt |
| Business Name Line2 | PROGRAM INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HORI | BusinessNameControlTxt |
| Phone | 2035947040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 POST ROAD WEST | AddressLine1Txt |
| City | WESTPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06880 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORNA SMITH | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 2035947040 | PhoneNum |
| Signature | 2023-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LORNA | PersonFirstNm |
| Person Last | SMITH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY NAPP | PreparerPersonNm |
| PTIN | P01390521 | PTIN |
| Phone | 2033972525 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LORNA SMITH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 POST ROAD WEST | AddressLine1Txt |
| City | WESTPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06880 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,822,657 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HORIZONSNATIONAL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | HORIZONS NATIONAL STUDENT ENRICHMENT PROGRAM, INC. (HN) ADVANCES EDUCATIONAL EQUITY BY BUILDING LONG-TERM PARTNERSHIPS WITH STUDENTS, FAMILIES, COMMUNITIES, AND SCHOOLS TO CREATE EXPERIENCES OUTSIDE OF SCHOOL THAT INSPIRE THE JOY OF LEARNING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 22 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,690,104 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,748,123 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $34,033 | PYInvestmentIncomeAmt |
| CY Investment Income | $24,319 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $50,215 | CYOtherRevenueAmt |
| PY Total Revenue | $4,724,137 | PYTotalRevenueAmt |
| CY Total Revenue | $3,822,657 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $919,732 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $776,914 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,588,809 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,527,456 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $279,395 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $589,663 | PYOtherExpensesAmt |
| CY Other Expenses | $718,236 | CYOtherExpensesAmt |
| PY Total Expenses | $4,098,204 | PYTotalExpensesAmt |
| CY Total Expenses | $4,022,606 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $625,933 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$199,949 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,013,839 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,129,389 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $89,108 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $510,914 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,924,731 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,618,475 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE HORIZONS NATIONAL STUDENT ENRICHMENT PROGRAM, INC. (HN) MISSION: WE ADVANCE EDUCATIONAL EQUITY BY BUILDING LONG-TERM PARTNERSHIPS WITH STUDENTS, FAMILIES, COMMUNITIES, AND SCHOOLS TO CREATE EXPERIENCES OUTSIDE OF SCHOOL THAT INSPIRE THE JOY OF LEARNING.OUR VISION IS A FUTURE IN WHICH EVERY CHILD THRIVES. HORIZONS NATIONAL STUDENT ENRICHMENT PROGRAM, INC (HN) IS THE CENTRAL ORGANIZATION FOR AN AWARD WINNING NETWORK OF ACADEMIC ENRICHMENT PROGRAMS. HN SERVES LOW-INCOME, PUBLIC SCHOOL, K-12 STUDENTS, IN SUMMER LEARNING PROGRAMS SUPPORTED BY SCHOOL-YEAR COMPONENTS. HN PROVIDES AFFILITIATES CENTRALIZED SUPPORT SERVICES SUCH AS TRAINING,EVALUATION, COMMUNICATION, MARKETING, PR, AND CONSULTING SERVICES; PLANNING AND FUNDING FOR AFFILIATE PROGRAM INITIATIVES; OTHER DISCRETIONARY GRANTS AND EXPANSION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,619,798 | ExpenseAmt |
| Grant | $776,914 | GrantAmt |
| Desc | HN ENSURES THAT ALL EXISTING, SCALING, AND LAUNCHING HORIZONS AFFILIATES CAN SUSTAIN AND THRIVE. HN LEVERAGES ITS EXPERTISE TO BUILD, TRAIN, AND SUPPORT SITE AND REGIONAL BOARDS AS WELL AS COACH SITE AND EXECUTIVE DIRECTORS IN AREAS OF FUNDRAISING, FINANCIAL MANAGEMENT, AND PROGRAM HEALTH. HN ALSO ASSURES QUALITY, BY PROVIDING CONTINUOUS PROGRAM SUPPORT AND EVALUATION SERVICES ACROSS THE NETWORK. HN COACHES AFFILIATE STAFF AND ELEVATES EFFECTIVE PRACTICES THROUGH NETWORK-WIDE WEBINARS, RESOURCE LIBRARY, AND AN ANNUAL NATIONAL CONFERENCE. IN ADDITION TO GOVERNANCE AND FUNDRAISING SUPPORT, HN STAFF MEMBERS SUPPORT RECRUITMENT, TEACHER TRAINING, AND PROGRAM IMPLEMENTATION AND ASSESSMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $805,959 | ExpenseAmt |
| Desc | THE GOAL OF HORIZONS NATIONAL EXPANSION EFFORTS IS TO INCREASE THE NUMBER OF STUDENTS THAT CAN BENEFIT FROM THE HORIZONS EXPERIENCE. HN PROVIDES STRATEGIC PLANNING AND TRANSITIONAL SUPPORT TO EXISTING AFFILIATES WHEN PURSUING GROWTH, WHICH CAN INCLUDE ADDING ADDITIONAL SITES OR TRANSITIONING TO A REGIONAL MODEL. THE EXPANSION TEAM ALSO IDENTIFIES AND DEVELOPS NEW SITES, AND PROVIDES SEED FUNDING WHICH SERVES AS THE FUNDING BRIDGE WHILE THE NEW AFFILIATE'S BOARD ESTABLISHES ITSELF IN THE COMMUNITY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $31,872 | ExpenseAmt |
| Desc | OUR PROGRAMMATIC SUPPORT TO HORIZONS AFFILIATES INCLUDES FUNDING FOR READING SPECIALISTS, STUDENT ASSESSMENT SOFTWARE AND TRAINING, A COMPREHENSIVE DATABASE AND DATA ANALYSIS, AS WELL AS CURRICULUM DEVELOPMENT AND STEM PROGRAMMING SUPPORT. THIS INITIATIVE HAS BEEN CRITICAL TO CONSISTENT PROGRAM QUALITY AND MODEL FIDELITY ACROSS AFFILIATES, AND TO CONSISTENT ACADEMIC GAINS OF 2-3 MONTHS IMPROVEMENT EACH YEAR IN READING AND MATH SKILLS FOR HORIZONS STUDENTS OVER THE LAST TEN YEARS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,457,629 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 21 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 22 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HORIZONS NATIONAL STUDENT ENRICHMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2035947040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 POST ROAD EAST | AddressLine1Txt |
| City | WESTPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06880 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| VICKI CRAVER | ||||||||
| CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ERIC COCHRAN | ||||||||
| VICE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARK A STEFFENSEN | ||||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MELISSA K HUGHES | ||||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RICK FRAIZER | ||||||||
| MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDSEY GALIN | ||||||||
| MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| GITA IYER | ||||||||
| MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| REBECCA OWEN | ||||||||
| MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| SWATI PATEL | ||||||||
| MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JON MICHAEL REESE | ||||||||
| MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| MELINDA ROLFS | ||||||||
| MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| RONALD SMART | ||||||||
| MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| NICHOLAS S THACHER | ||||||||
| MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM D YOUNG III | ||||||||
| MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA CLANCY | ||||||||
| MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| DOUG MICHELMAN | ||||||||
| MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| GARY COHEN | ||||||||
| MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| AMY CHAN DOWNER | ||||||||
| MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ERICK HONG | ||||||||
| MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| LESLIE B LITTLEJOHN | ||||||||
| MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| LYN F MCNAUGHT | ||||||||
| MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| DENNIS WILLIAMS | ||||||||
| MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| LORNA SMITH | ||||||||
| CEO | 40.00 | Yes (X) | $239,886 | $0 | $32,639 | |||
| JOSE OROMI | ||||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | $210,120 | $0 | $11,268 | Yes (X) | |||
| KATHLEEN NAZAR | ||||||||
| SR VP, FINANCE & OPERATIONS | 40.00 | $175,000 | $0 | $27,610 | Yes (X) | |||
| DARA ROSE | ||||||||
| SR VP, STRATEGY & PROGRAMS | 40.00 | $167,870 | $0 | $27,298 | Yes (X) | |||
| VALERIA WELLS | ||||||||
| SR VP, MKTG & COMMUNICATIONS | 40.00 | $196,289 | $0 | $10,532 | Yes (X) | |||
| KELLY MATTOX | ||||||||
| VP, MKTG & DIGITAL STRATEGY | 40.00 | $144,681 | $0 | $8,411 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,133,846 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $117,758 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $603,045 | GovernmentGrantsAmt |
| All Other Contributions | $3,145,078 | AllOtherContributionsAmt |
| Total Contributions | $3,748,123 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,319 | TotalRevenueColumnAmt |
| Exclusion | $24,319 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $50,215 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $50,215 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $50,215 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $50,215 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,822,657 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $50,215 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $24,319 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $776,914 | TotalAmt |
| Program Services | $776,914 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $989,165 | TotalAmt |
| Program Services | $755,943 | ProgramServicesAmt |
| Management And General | $103,649 | ManagementAndGeneralAmt |
| Fundraising | $129,573 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,182,089 | TotalAmt |
| Program Services | $1,087,152 | ProgramServicesAmt |
| Management And General | $92,466 | ManagementAndGeneralAmt |
| Fundraising | $2,471 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,029 | TotalAmt |
| Program Services | $79,728 | ProgramServicesAmt |
| Management And General | $16,518 | ManagementAndGeneralAmt |
| Fundraising | $6,783 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,198 | TotalAmt |
| Program Services | $93,026 | ProgramServicesAmt |
| Management And General | $1,644 | ManagementAndGeneralAmt |
| Fundraising | $5,528 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,975 | TotalAmt |
| Program Services | $132,316 | ProgramServicesAmt |
| Management And General | $11,349 | ManagementAndGeneralAmt |
| Fundraising | $9,310 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,882 | TotalAmt |
| Program Services | $120,316 | ProgramServicesAmt |
| Management And General | $28,155 | ManagementAndGeneralAmt |
| Fundraising | $28,411 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,503 | TotalAmt |
| Program Services | $143,533 | ProgramServicesAmt |
| Management And General | $175 | ManagementAndGeneralAmt |
| Fundraising | $38,795 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,773 | TotalAmt |
| Program Services | $62,219 | ProgramServicesAmt |
| Management And General | $11,948 | ManagementAndGeneralAmt |
| Fundraising | $26,606 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,020 | TotalAmt |
| Program Services | $166,810 | ProgramServicesAmt |
| Management And General | $14,580 | ManagementAndGeneralAmt |
| Fundraising | $10,630 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,041 | TotalAmt |
| Program Services | $34,749 | ProgramServicesAmt |
| Management And General | $3,485 | ManagementAndGeneralAmt |
| Fundraising | $17,807 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $293 | TotalAmt |
| Program Services | $221 | ProgramServicesAmt |
| Management And General | $54 | ManagementAndGeneralAmt |
| Fundraising | $18 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,314 | TotalAmt |
| Program Services | $4,504 | ProgramServicesAmt |
| Management And General | $1,493 | ManagementAndGeneralAmt |
| Fundraising | $3,317 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REPAIRS AND MAINTENANCE | Desc |
| Total | $410 | TotalAmt |
| Program Services | $198 | ProgramServicesAmt |
| Management And General | $66 | ManagementAndGeneralAmt |
| Fundraising | $146 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,022,606 | TotalAmt |
| Program Services | $3,457,629 | ProgramServicesAmt |
| Management And General | $285,582 | ManagementAndGeneralAmt |
| Fundraising | $279,395 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,605,508 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,572,165 | BOYAmt |
| EOY | $1,787,408 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,333,095 | BOYAmt |
| EOY | $1,400,620 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $57,627 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $57,627 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $293 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,096,485 | BOYAmt |
| EOY | $994,271 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,801 | BOYAmt |
| EOY | $341,582 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,013,839 | BOYAmt |
| EOY | $6,129,389 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,654 | BOYAmt |
| EOY | $74,973 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,454 | BOYAmt |
| EOY | $435,941 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,108 | BOYAmt |
| EOY | $510,914 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,759,471 | BOYAmt |
| EOY | $4,103,052 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,165,260 | BOYAmt |
| EOY | $1,515,423 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,924,731 | BOYAmt |
| EOY | $5,618,475 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,013,839 | BOYAmt |
| EOY | $6,129,389 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$199,949 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$106,307 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,572,987 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,148,781 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,075,519 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,139,146 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,748,123 | CurrentTaxYearAmt |
| Total | $23,684,556 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,572,987 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,148,781 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,075,519 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,139,146 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,748,123 | CurrentTaxYearAmt |
| Total | $23,684,556 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,658,271 | SubstantialContributorsTotAmt |
| Public Support Total170 | $19,026,285 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,324 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $78,023 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $69,162 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,033 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $74,534 | CurrentTaxYearAmt |
| Total | $285,076 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $23,969,632 | TotalSupportAmt |
| Public Support CY170 | 0.79380 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75210 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $461,787 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$71,125 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $390,662 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $406,194 | BeginningYearBalanceAmt |
| Contributions | $8,000 | ContributionsAmt |
| Investment Earnings Or Losses | $47,593 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $461,787 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $376,445 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $29,749 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $406,194 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $200,162 | BeginningYearBalanceAmt |
| Contributions | $130,000 | ContributionsAmt |
| Investment Earnings Or Losses | $46,283 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $376,445 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $211,528 | BeginningYearBalanceAmt |
| Contributions | $4,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$15,366 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $200,162 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.73000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.27000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $57,627 | OtherCostOrOtherBasisAmt |
| Depreciation | $57,627 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| SECURITY DEPOSIT | $14,453 |
| RIGHT OF USE ASSET - LEASE | $327,129 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $341,582 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DESIGNATED FUNDS PAYABLE | $103,905 |
| OPERATING LEASE LIABILITY | $332,036 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $435,941 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,716,350 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$106,307 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$106,307 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,822,657 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,822,657 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,022,606 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,022,606 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,022,606 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | IT IS THE ORGANIZATION'S PRACTICE AND COMMITTMENT THAT EVERY DOLLAR IN ITS PERMANENT ENDOWMENT FUNDS WILL BE HELD AND MANAGED TO MEET THE DUAL GOALS OF FUND GROWTH AND CURRENT FINANCIAL SUPPORT OF THE ORGANIZATION'S OPERATIONS, IN ACCORDANCE WITH THE DONOR'S INSTRUCTIONS. |
| PART X, LINE 2: | THE ORGANIZATION FOLLOWS THE INCOME TAXES TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION, WHICH PROVIDES CLARIFICATION ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN THE ORGANIZATION'S FINANCIAL STATEMENTS. THE GUIDANCE PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, AND ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. MANAGEMENT OF THE ORGANIZATION IS OF THE OPINION THAT THE ORGANIZATION HAS NOT TAKEN ANY MATERIAL TAX POSITIONS THAT WOULD REQUIRE THE RECORDING OF ANY TAX LIABILITY BY THE ORGANIZATION. THEREFORE, AT DECEMBER 31, 2022 AND 2021, NO SIGNIFICANT INCOME TAX UNCERTAINTIES HAVE BEEN INCLUDED IN THE STATEMENT OF FINANCIAL POSITION. THE ORGANIZATION'S POLICY IS TO RECOGNIZE INTEREST AND PENALTIES ON UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND OPERATING EXPENSES, RESPECTIVELY. NO INTEREST AND PENALTIES WERE RECORDED DURING THE YEARS ENDED DECEMBER 31, 2022 AND 2021. THE TAX RETURNS FOR THE THREE YEARS ENDED DECEMBER 31, 2019 AND FORWARD ARE SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| HORIZONS ALBUQUERQUE | ||||||||||
| 1128 PENNSYLVANIA ST NE STE 220 | ALBUQUERQUE | NM | 87110 | 741976051 | 501(C)(3) | $5,000 | $4,499 | COST | EVALUATION, TRAINING AND TECHNICAL ASSISTANCE. | SUPPORT FOR SUMMER AND ENRICHMENT PROGRAM. |
| HORIZONS AT BROOKLYN FRIENDS SCHOOL | ||||||||||
| 375 PEARL ST | BROOKLYN | NY | 11201 | 111630751 | 501(C)(3) | $79,468 | $71,512 | COST | EVALUATION, TRAINING AND TECHNICAL ASSISTANCE. | SUPPORT FOR SUMMER AND ENRICHMENT PROGRAM. |
| HORIZONS AT BRUNSWICK SCHOOL | ||||||||||
| 100 MAHER AVE | GREENWICH | CT | 06830 | 060646562 | 501(C)(3) | $35,000 | $31,496 | COST | EVALUATION, TRAINING AND TECHNICAL ASSISTANCE. | SUPPORT FOR SUMMER AND ENRICHMENT PROGRAM. |
| HORIZONS AT FOOTE SCHOOL | ||||||||||
| 50 LOOMIS PLACE | NEW HAVEN | CT | 06511 | 060646647 | 501(C)(3) | $8,696 | $7,825 | COST | EVALUATION, TRAINING AND TECHNICAL ASSISTANCE. | SUPPORT FOR SUMMER AND ENRICHMENT PROGRAM. |
| HORIZONS AT GREENS FARMS ACADEMY | ||||||||||
| 35 BEACHSIDE AVE | GREEN FARMS | CT | 06436 | 060733693 | 501(C)(3) | $12,700 | $11,428 | COST | EVALUATION, TRAINING AND TECHNICAL ASSISTANCE. | SUPPORT FOR SUMMER AND ENRICHMENT PROGRAM. |
| HORIZONS AT NEW CANAAN COUNTRY SCHOOL | ||||||||||
| 545 PONUS RIDGE | NEW CANAAN | CT | 06840 | 060646765 | 501(C)(3) | $18,000 | $16,198 | COST | EVALUATION, TRAINING AND TECHNICAL ASSISTANCE. | SUPPORT FOR SUMMER AND ENRICHMENT PROGRAM. |
| HORIZONS AT NORWALK COMMUNITY COLLEGE | ||||||||||
| 188 RICHARDS AVE | NORWALK | CT | 06850 | 061425725 | 501(C)(3) | $33,000 | $29,696 | COST | EVALUATION, TRAINING AND TECHNICAL ASSISTANCE. | SUPPORT FOR SUMMER AND ENRICHMENT PROGRAM. |
| HORIZONS AT NOTRE DAME HIGH SCHOOL | ||||||||||
| 220 JEFFERSON STREET | FAIRFIELD | CT | 06825 | 061083785 | 501(C)(3) | $7,000 | $6,299 | COST | EVALUATION, TRAINING AND TECHNICAL ASSISTANCE. | SUPPORT FOR SUMMER AND ENRICHMENT PROGRAMS. |
| HORIZONS AT SACRED HEART UNIVERSITY | ||||||||||
| 5150 PARK AVE | FAIRFIELD | CT | 06825 | 060776644 | 501(C)(3) | $11,000 | $9,899 | COST | EVALUATION, TRAINING AND TECHNICAL ASSISTANCE. | SUPPORT FOR SUMMER AND ENRICHMENT PROGRAM. |
| HORIZONS BRIDGEPORT | ||||||||||
| 1057 BROAD STREET 2ND FLOOR | BRIDGEPORT | CT | 06604 | 834544991 | 501(C)(3) | $5,000 | $4,499 | COST | EVALUATION, TRAINING AND TECHNICAL ASSISTANCE. | SUPPORT FOR SUMMER AND ENRICHMENT PROGRAMS. |
| HORIZONS AT FORT PIERCE | ||||||||||
| 3209 VIRGINIA AVENUE | FORT PIERCE | FL | 34981 | 812747406 | 501(C)(3) | $20,000 | $17,998 | COST | EVALUATION, TRAINING AND TECHNICAL ASSISTANCE. | SUPPORT FOR SUMMER AND ENRICHMENT PROGRAMS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 20 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE SR VICE PRESIDENT, FINANCE & OPERATIONS IS RESPONSIBLE FOR GRANTEE RELATIONS. SHE IS ACTIVELY INVOLVED IN REVIEWING GRANTEE BUDGETING, CONTRACTS, AND FINANCIAL REVIEWS DURING THE YEAR AND AT YEAR END. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LORNA SMITH | ||||||||||||||
| CEO | $239,886 | $0 | $0 | $0 | $0 | $0 | $12,250 | $0 | $20,389 | $0 | $272,525 | $0 | $0 | $0 |
| JOSE OROMI | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $210,120 | $0 | $0 | $0 | $0 | $0 | $10,506 | $0 | $762 | $0 | $221,388 | $0 | $0 | $0 |
| VALERIA WELLS | ||||||||||||||
| SR VP, MKTG & COMMUNICATIONS | $196,289 | $0 | $0 | $0 | $0 | $0 | $9,814 | $0 | $718 | $0 | $206,821 | $0 | $0 | $0 |
| KATHLEEN NAZAR | ||||||||||||||
| SR VP, FINANCE & OPERATIONS | $175,000 | $0 | $0 | $0 | $0 | $0 | $8,749 | $0 | $18,861 | $0 | $202,610 | $0 | $0 | $0 |
| DARA ROSE | ||||||||||||||
| SR VP, STRATEGY & PROGRAMS | $167,870 | $0 | $0 | $0 | $0 | $0 | $8,723 | $0 | $18,575 | $0 | $195,168 | $0 | $0 | $0 |
| KELLY MATTOX | ||||||||||||||
| VP, MKTG & DIGITAL STRATEGY | $144,681 | $0 | $0 | $0 | $0 | $0 | $7,250 | $0 | $1,161 | $0 | $153,092 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | AFFILIATE BOARD MEMBERS WERE REQUIRED TO RECUSE THEMSELVES FROM VOTING ON EXECUTIVE COMPENSATION AND MATTERS INVOLVING THEIR AFFILIATE LOCATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE AUDIT COMMITTEE REVIEWS AND APPROVES THE FORM 990 PRIOR TO IT BEING PROVIDED TO THE FULL BOARD WHICH, IN TURN, OCCURS PRIOR TO THE FILING OF THE 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15A | COMPENSATION FOR THE CEO IS REVIEWED AND APPROVED BY THE PERSONNEL COMMITTEE AND PRESENTED TO THE BOARD OF DIRECTORS ANNUALLY. |
| FORM 990, PART VI, SECTION C, LINE 18 | COPIES OF THE ORGANIZATION'S FORM 990 ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | COPIES OF THE ORGANIZATIONS FINANCIAL DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE BOARD OF DIRECTORS MAINTAINS OVERSIGHT OF THE AUDIT, THIS PROCESS IS UNCHANGED FROM THE PRIOR YEAR. |
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