2016-11-04T15:02:06-05:00 2015-12-31 351307701 KRUGGEL LAWTON & COMPANY LLC 317 W FRANKLIN ST ELKHART IN 46516 990 2015-01-01 460803293 HORIZON EDUCATIONAL ALLIANCE INC HORI 5748490492 124 E WASHINGTON STREET GOSHEN IN 46528 BRIAN WIEBE EXECUTIVE DIRECTOR 5748490492 2016-09-29 1 JAMES B CHAMPER P00956831 5742642247 2016-09-29 2015 2017-02-10 21:41:12Z BRIAN WIEBE 124 E WASHINGTON STREET GOSHEN IN 46528 972157 0 X WWW.HEAINDIANA.ORG X 2012 IN HORIZON EDUCATION ALLIANCE EXISTS TO STRENGTHEN COLLABORATION, INCREASE INNOVATION, AND MOVE EVERYONE FROM HOPE TO BELIEF THAT ELKHART COUNTY WILL BE TRANSFORMED THOUGH EDUCATION. 19 19 12 204 0 0 1059402 838730 30269 130322 0 0 4037 3105 1093708 972157 0 0 0 0 489923 482028 0 0 38407 492164 746155 982087 1228183 111621 -256026 432801 176775 0 0 432801 176775 X HORIZON EDUCATIONAL ALLIANCE, INC. EXISTS TO SPUR INNOVATION, SECURE COLLABORATION, AND TO TURN HOPE INTO BELIEF THAT ELKHART COUNTY WILL BE TRANSFORMED THROUGH EDUCATION. 0 0 160298 HEA'S ADULT EDUCATION PROGRAM SERVES APPROXIMATELY 200 ADULT LEARNERS ANNUALLY. USING AN ON-LINE, DISTANCE LEARNING INSTRUCTIONAL TOOL PAIRED WITH REGULAR SUPPORT, A 15-HOUR ORIENTATION AND TARGETED FACE-TO-FACE INSTRUCTION, HEA HIGH SCHOOL EQUIVALENCY (HSE) COACHES SUPPORT STUDENTS IN REACHING THE GOAL OF ATTAINING A HIGH SCHOOL DIPLOMA. IN ADDITION 50 TRAINED VOLUNTEER TUTOR/MENTORS ARE AVAILABLE FOR ONE-ON-ONE TUTORING SUPPORT FOR STRUGGLING ADULT LEARNERS THROUGH THE ELKHART LITERACY PROJECT, FUNDED THROUGH THE ELKHART COUNTY COMMUNITY FOUNDATION. HEA ADULT EDUCATION IS SUPPORTED BY A GRANT THROUGH THE INDIANA DEPARTMENT OF WORKFORCE DEVELOPMENT (IDWD) AND AN ENDOWMENT MANAGED BY THE ELKHART COUNTY COMMUNITY FOUNDATION. AS A STATE-FUNDED ADULT EDUCATION PROGRAM, HEA MEETS THE PERFORMANCE REQUIREMENTS OF THE STATE AND IS PART OF THE INDIANA REGION 2 ADULT EDUCATION CONSORTIUM. THIS ENSURES HIGH QUALITY PROGRAMMING FOR ADULT LEARNERS. HEA IS CURRENTLY THE ONLY PROGRAM IN THE INDIANA REGION 2 (5-COUNTIES IN NORTHERN INDIANA) THAT OFFERS HIGH SCHOOL EQUIVALENCY PREPARATION IN SOLELY A DISTANCE LEARNING SETTING. HEA'S COMPLETION RATE IS ONE OF THE HIGHEST IN THE REGION, WITH OVER 20% SUCCESSFULLY ATTAINING THEIR HSE. THE RATE OF ENTRY, OVER 50%, OF HEA HSE GRADUATES INTO POST-SECONDARY EDUCATION OR EMPLOYMENT IS THE HIGHEST IN THE REGION. 689474 133427 HEA HAS RECEIVED STRONG SUPPORT FROM THE ELKHART COUNTY COMMUNITY FOUNDATION TO LAUNCH INNOVATIVE POPULATION-LEVEL AND FOCUSED EDUCATIONAL INITIATIVES IN COLLABORATION WITH MULTIPLE COMMUNITY BASED ORGANIZATIONS AND THE SEVEN ELKHART COUNTY PUBLIC SCHOOL SYSTEMS. DURING 2015 HEA EXPANDED AND DEEPENED THE IMPLEMENTATION OF EVIDENCE-BASED PROGRAMS ACROSS THE AGE SPAN. BECAUSE OF ITS SUCCESS, TOOLS OF THE MIND WAS EXPANDED TO 20 KINDERGARTEN CLASSROOMS IN TWO ELKHART COUNTY SCHOOL SYSTEMS. THIRTY-NINE TEACHERS WERE TRAINED TO IMPLEMENT THE PAX GOOD BEHAVIOR GAME, INCREASING THE NUMBER OF FIRST GRADE TEACHERS PREPARED TO PROVIDE SELF-REGULATION TRAINING TO YOUNG STUDENTS IN ELKHART COUNTY. SIXTY CLASSROOMS REPRESENTING ALL SEVEN SCHOOL SYSTEMS IN THE COUNTY PARTICIPATED IN PAX WEEK, IN MARCH OF 2015. THIS WEEK, SPONSORED BY HEA, FOCUSED ON FULLY IMPLEMENTING CLASSROOMS, WITH THE GOALS OF INCREASING AWARENESS OF PAX AND SUPPORTING TEACHERS IN THEIR IMPLEMENTATION STRATEGIES. HEA CONTINUES TO SUPPORT THE IMPLEMENTATION OF EARLY COLLEGE HIGH SCHOOL IN ELKHART COUNTY. IN 2015 HEA CONVENED BUSINESS EDUCATION ROUNDTABLES IN SIX SCHOOL DISTRICTS WITH OVER 100 BUSINESSES PARTICIPATING TO BRING REAL WORLD PROBLEMS INTO HIGH SCHOOL CLASSROOMS AND GIVE STUDENTS THE OPPORTUNITY TO EXPLORE THE WORLD OF WORK. HEA HELPED TO FUND AND ORGANIZE PROJECT BASED LEARNING (PBL) TRAINING FOR 60 ELKHART COUNTY HIGH SCHOOL TEACHERS. ALL OF THIS EFFORT WILL STRENGTHEN THE EARLY COLLEGE AND POLYTECHNIC PROGRAMS IN THE HIGH SCHOOLS CREATING AN ENVIRONMENT WHERE STUDENTS ARE ENGAGED AND FUTURE THINKING. FINALLY, HEA, IN COLLABORATION WITH CHILD AND PARENT SERVICES (CAPS) LAUNCHED THE TRIPLE P POSITIVE PARENTING PROGRAM, AN EVIDENCE-BASED POPULATION-LEVEL PROGRAM THAT SUPPORTS PARENTS AND GIVES THEM TOOLS TO PROVIDE NURTURING ENVIRONMENTS FOR THEIR CHILDREN. FIFTY-ONE LOCAL PRACTITIONERS WERE TRAINED TO PROVIDE TRIPLE P TO THE PARENTS IN ELKHART COUNTY. SINCE COLLECTIVE ACTION AND POPULATION LEVEL PROGRAMMING ARE NECESSARY STRATEGIES TO ACHIEVE HEA'S VISION THAT "ELKHART COUNTY IS A WORLD CLASS PLACE TO LEARN, LIVE, WORK AND PLAY," IN 2015 HEA'S BOARD OF DIRECTORS ESTABLISHED A STANDING IMPACT COMMITTEE TO PROVIDE SUSTAINED LEADERSHIP IN THE DEVELOPMENT OF METRICS THAT MEASURE OUR PROGRESS TOWARD THIS VISION. DURING 2015 THE HEA STAFF WORKING WITH THE COLUMBUS INDIANA-BASED INSTITUTE FOR COALITION BUILDING, BEGAN TO DEVELOP NETWORKS THAT ALIGN WITH THE LIFE SPAN AREAS WHICH HAVE BEEN HEA'S FOCUS. WHILE COLLABORATIVE EVIDENT-BASED PROGRAMMING CAN CREATE A SIGNIFICANT IMPACT IN A COMMUNITY, IT WILL TAKE EVERYONE WORKING TOGETHER TO BRING ABOUT THE TRANSFORMATIVE CHANGE THAT HEA AND ELKHART COUNTY ARE SEEKING. AS THE HEA MISSION STATEMENT ELOQUENTLY EXPRESSED: HEA EXISTS TO CREATE COLLABORATION, INCREASE INNOVATION AND MOVE EVERYONE FROM HOPE TO BELIEF THAT ELKHART WILL BE TRANSFORMED THROUGH EDUCATION. THESE NETWORKS WILL MOBILIZE MULTIPLE STAKEHOLDERS ACROSS THE COUNTY TO ADDRESS THE LEARNING NEEDS OF CHILDREN AND ADULTS ACROSS THE LIFESPAN. 849772 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 12 1 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 IN X CINDI DIXON 5748490492 124 E WASHINGTON STREET GOSHEN IN 46528 JANE ALLEN DIRECTOR 1.00 X 0 0 0 VICKI BECKER DIRECTOR 1.00 X 0 0 0 JAMES BRENNEMAN DIRECTOR 1.00 X 0 0 0 RANDY CHRISTOPHEL DIRECTOR 1.00 X 0 0 0 THOMAS COLEY DIRECTOR 1.00 X 0 0 0 ROB HAWORTH DIRECTOR 1.00 X 0 0 0 WES HERSCHBERGER DIRECTOR 1.00 X 0 0 0 JOHN LEAVITT DIRECTOR 1.00 X 0 0 0 KEN JULIAN DIRECTOR 1.00 X 0 0 0 JOHN TROUT DIRECTOR 1.00 X 0 0 0 JOE SABO DIRECTOR 1.00 X 0 0 0 AMISH SHAH DIRECTOR 1.00 X 0 0 0 WAYNE STUBBS DIRECTOR 1.00 X 0 0 0 STEVE THALHEIMER DIRECTOR 1.00 X 0 0 0 CANDY YODER DIRECTOR 1.00 X 0 0 0 LINDA YODER DIRECTOR 1.00 X 0 0 0 JIM DUBOIS TREASURER 1.00 X X 0 0 0 DAN OAKLEY SECRETARY 1.00 X X 0 0 0 BRIAN SMITH BOARD CHAIR 1.00 X X 0 0 0 DIANE WOODWORTH VICE CHAIR 1.00 X X 0 0 0 BRIAN WIEBE EXECUTIVE DIRECTOR 55.00 X 77848 0 8939 77848 0 8939 0 0 0 0 0 221240 617490 838730 PROGRAM TRAINING 611710 116363 116363 WORKSHOP FEES 611710 10959 10959 PROGRAM DELIVERY 611710 3000 3000 130322 EDUCATIONAL SUPPORT SE 611710 3105 3105 3105 972157 133427 0 0 X 89030 20000 36940 32090 330649 218689 108960 3000 30803 30803 31546 16609 12372 2565 11000 11000 309028 307632 1396 3435 531 2152 752 21498 21498 12880 12880 24996 24996 37237 10862 26375 44816 12956 31860 7379 7379 4232 4232 EDUCATIONAL PROGRAMS AN 262493 262493 MISCELLANEOUS 7161 7161 1228183 849772 340004 38407 406245 150573 41446 15244 26556 26202 432801 176775 0 0 X 143017 56452 289784 120323 432801 176775 432801 176775 -256026 0 X X 0 1 X 0 0 X 365603 730394 1059402 838730 2994129 365603 730394 1059402 838730 2994129 99926 2894203 5 1 6 553 4037 3105 7695 3001830 160591 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 41446 15244 26202 26202 X 972157 0 972157 0 972157 1228183 0 1228183 0 1228183 PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE ORGANIZATION IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A). THE INCOME TAXES TOPIC OF FASB ASC 740 CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTERPRISE'S FINANCIAL STATEMENTS. ASC 740 REQUIRES AN ENTERPRISE TO DISCLOSE THE NATURE OF UNCERTAIN TAX POSITIONS TAKEN, IF ANY, WHEN FILING ITS INCOME TAX RETURN UTILIZING A TWO-STEP PROCESS TO RECOGNIZE AND MEASURE ANY UNCERTAIN TAX POSITIONS TAKEN. THE ENTITY RECOGNIZES A TAX BENEFIT ONLY IF IT IS MORE LIKELY THAN NOT THE POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. NO TAX BENEFIT WILL BE RECORDED ON TAX POSITIONS NOT MEETING THE MORE LIKELY THAN NOT TEST. INTEREST AND PENALTIES ACCRUED OR INCURRED, IF ANY, AS A RESULT OF APPLYING ASC 740 WILL BE RECORDED TO INTEREST EXPENSE AND OTHER EXPENSE, RESPECTIVELY. BASED ON ITS EVALUATION, THE ORGANIZATION HAS CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN ITS FINANCIAL STATEMENTS. THE ORGANIZATION'S EVALUATION WAS PERFORMED FOR ALL FEDERAL AND STATE TAX PERIODS STILL SUBJECT TO EXAMINATION. THE ORGANIZATION AND ITS ACQUIREE'S 2011 THROUGH 2013 FEDERAL AND STATE EXEMPT ORGANIZATION RETURNS REMAIN SUBJECT TO EXAMINATION BY THE IRS AND THE STATE TAXING AUTHORITY. FORM 990, PART VI, SECTION B, LINE 11 THE BOARD OF DIRECTORS RECEIVES A COPY OF THE FORM 990 FOR REVIEW AND APPROVAL PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBER OF THE BOARD OF DIRECTORS ARE TO REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 CONSULTATIONS WITH OTHER NONPROFIT ORGANIZATIONS AND DISCUSSIONS IN MEETINGS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND ANNUAL FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G CONTRACTORS: PROGRAM SERVICE EXPENSES 39,706. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 39,706. PROGRAM COORDINATOR STIPENDS: PROGRAM SERVICE EXPENSES 45,000. MANAGEMENT AND GENERAL EXPENSES 300. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 45,300. AMBASSADOR/NP & FB INIT STIPEND: PROGRAM SERVICE EXPENSES 6,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,000. MUSIC TOGETHER CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 16,120. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,120. PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,096. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,096. CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 70. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 70. HIGH QUALITY PRE SCHOOL CONTRACT SERVICES & TRAINING: PROGRAM SERVICE EXPENSES 26,940. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 26,940. EARLY LEARNING CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 47,725. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 47,725. COMMUNICATIONS CONSULTANT: PROGRAM SERVICE EXPENSES 10,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,000. TRIPLE P CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 60,104. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60,104. TOTM K CONTRACT SERV/TRAINING EXP: PROGRAM SERVICE EXPENSES 55,967. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 55,967. FORM 990, PART XII, LINE 1: MODIFIED CASH BASIS