2023-05-15T08:46:48-05:00 2022-12-31 060903326 WHITTLESEY PC ONE HAMDEN CTR 2319 WHITNEY AVE STE 2A HAMDEN CT 06518 990 2022-01-01 061468129 HORIZONS NATIONAL STUDENT ENRICHMENT PROGRAM INC HORI 2035947040 120 POST ROAD WEST WESTPORT CT 06880 LORNA SMITH CEO 2035947040 2023-05-13 1 LORNA SMITH 999009999 0 KIMBERLY NAPP P01390521 2033972525 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LORNA SMITH 120 POST ROAD WEST WESTPORT CT 06880 3822657 0 X WWW.HORIZONSNATIONAL.ORG X 1996 CT 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. 23 22 22 0 0 0 4690104 3748123 0 0 34033 24319 0 50215 4724137 3822657 919732 776914 0 0 2588809 2527456 0 0 279395 589663 718236 4098204 4022606 625933 -199949 6013839 6129389 89108 510914 5924731 5618475 X 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. 0 0 2619798 776914 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. 805959 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. 31872 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. 3457629 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 21 0 22 1 0 0 0 0 0 0 0 0 0 0 X 23 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X HORIZONS NATIONAL STUDENT ENRICHMENT 2035947040 120 POST ROAD EAST WESTPORT CT 06880 VICKI CRAVER CHAIR 5.00 X X 0 0 0 ERIC COCHRAN VICE CHAIR 5.00 X X 0 0 0 MARK A STEFFENSEN TREASURER 5.00 X X 0 0 0 MELISSA K HUGHES SECRETARY 5.00 X X 0 0 0 RICK FRAIZER MEMBER 5.00 X 0 0 0 LINDSEY GALIN MEMBER 5.00 X 0 0 0 GITA IYER MEMBER 5.00 X 0 0 0 REBECCA OWEN MEMBER 5.00 X 0 0 0 SWATI PATEL MEMBER 5.00 X 0 0 0 JON MICHAEL REESE MEMBER 5.00 X 0 0 0 MELINDA ROLFS MEMBER 5.00 X 0 0 0 RONALD SMART MEMBER 5.00 X 0 0 0 NICHOLAS S THACHER MEMBER 5.00 X 0 0 0 WILLIAM D YOUNG III MEMBER 5.00 X 0 0 0 BARBARA CLANCY MEMBER 5.00 X 0 0 0 DOUG MICHELMAN MEMBER 5.00 X 0 0 0 GARY COHEN MEMBER 5.00 X 0 0 0 AMY CHAN DOWNER MEMBER 5.00 X 0 0 0 ERICK HONG MEMBER 5.00 X 0 0 0 LESLIE B LITTLEJOHN MEMBER 5.00 X 0 0 0 LYN F MCNAUGHT MEMBER 5.00 X 0 0 0 DENNIS WILLIAMS MEMBER 5.00 X 0 0 0 LORNA SMITH CEO 40.00 X 239886 0 32639 JOSE OROMI EXECUTIVE VICE PRESIDENT 40.00 X 210120 0 11268 KATHLEEN NAZAR SR VP, FINANCE & OPERATIONS 40.00 X 175000 0 27610 DARA ROSE SR VP, STRATEGY & PROGRAMS 40.00 X 167870 0 27298 VALERIA WELLS SR VP, MKTG & COMMUNICATIONS 40.00 X 196289 0 10532 KELLY MATTOX VP, MKTG & DIGITAL STRATEGY 40.00 X 144681 0 8411 1133846 0 117758 6 0 1 0 0 603045 3145078 3748123 24319 24319 50215 0 50215 50215 50215 3822657 50215 0 24319 776914 776914 989165 755943 103649 129573 1182089 1087152 92466 2471 103029 79728 16518 6783 100198 93026 1644 5528 152975 132316 11349 9310 176882 120316 28155 28411 182503 143533 175 38795 100773 62219 11948 26606 192020 166810 14580 10630 56041 34749 3485 17807 293 221 54 18 9314 4504 1493 3317 REPAIRS AND MAINTENANCE 410 198 66 146 4022606 3457629 285582 279395 1605508 3572165 1787408 1333095 1400620 57627 57627 293 0 1096485 994271 11801 341582 6013839 6129389 28654 74973 60454 435941 89108 510914 X 3759471 4103052 2165260 1515423 5924731 5618475 6013839 6129389 -199949 -106307 0 X X 0 1 X 1 0 X 5572987 6148781 4075519 4139146 3748123 23684556 5572987 6148781 4075519 4139146 3748123 23684556 4658271 19026285 29324 78023 69162 34033 74534 285076 23969632 0.79380 0.75210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 461787 -71125 390662 406194 8000 47593 461787 376445 29749 406194 200162 130000 46283 376445 211528 4000 -15366 200162 0.73000 0.27000 0 0 57627 57627 0 0 SECURITY DEPOSIT 14453 RIGHT OF USE ASSET - LEASE 327129 341582 DESIGNATED FUNDS PAYABLE 103905 OPERATING LEASE LIABILITY 332036 435941 X 3716350 -106307 -106307 3822657 0 3822657 4022606 0 4022606 0 4022606 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. 1 HORIZONS ALBUQUERQUE 1128 PENNSYLVANIA ST NE STE 220 ALBUQUERQUE NM 87110 741976051 501(C)(3) 5000 4499 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) 79468 71512 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) 35000 31496 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) 8696 7825 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) 12700 11428 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) 18000 16198 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) 33000 29696 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) 7000 6299 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) 11000 9899 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) 5000 4499 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) 20000 17998 COST EVALUATION, TRAINING AND TECHNICAL ASSISTANCE. SUPPORT FOR SUMMER AND ENRICHMENT PROGRAMS. 20 PART I, LINE 2: 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. X X X X 0 0 0 0 0 0 0 0 0 LORNA SMITH CEO 239886 0 0 0 0 0 12250 0 20389 0 272525 0 0 0 JOSE OROMI EXECUTIVE VICE PRESIDENT 210120 0 0 0 0 0 10506 0 762 0 221388 0 0 0 VALERIA WELLS SR VP, MKTG & COMMUNICATIONS 196289 0 0 0 0 0 9814 0 718 0 206821 0 0 0 KATHLEEN NAZAR SR VP, FINANCE & OPERATIONS 175000 0 0 0 0 0 8749 0 18861 0 202610 0 0 0 DARA ROSE SR VP, STRATEGY & PROGRAMS 167870 0 0 0 0 0 8723 0 18575 0 195168 0 0 0 KELLY MATTOX VP, MKTG & DIGITAL STRATEGY 144681 0 0 0 0 0 7250 0 1161 0 153092 0 0 0 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.