2015-07-09T14:04:17-05:00 2014-12-31 061415579 Capossela Cohen LLC 368 Center Street Southport CT 064901432 990 2014-01-01 061468129 Horizons National Student Enrichment Program Inc HORI 2035947040 120 Post Road West Westport CT 06880 Lorna Smith CEO 2035947040 2015-07-09 1 Nathaniel S Yordon CPA P00045695 2032547000 2015-07-01 2014 2016-02-25 16:41:14Z Lorna Smith 120 Post Road East Westport CT 06880 3441166 0 X www.horizonsnational.org X 1996 CT Horizons National Student Enrichment Program, Inc. administers the establishment of full scholarship summer programs for low income youths. 28 28 17 29 0 0 1293236 3429671 0 0 7814 11495 0 0 1301050 3441166 381530 1137868 0 0 641781 1524541 142 1895 385403 177199 730300 1200652 3394604 100398 46562 2524591 2279828 555511 264894 1969080 2014934 X Horizons National Student Enrichment Program Inc (HN) is the central organization for an award-winning network of six-week summer academic enrichment programs. Since 1964, Horizons has served low-income, public-school, K-8 students, supported by school-year components. HN supports affiliates through centralized support services such as evaluation, communication, marketing, PR,and consulting services; planning and funding for affiliate program initiatives; other discretionary grants and expansion. 0 0 181245 The Leveraged Learning Initiative provides an academic framework for all Horizon's programs, funding a reading specialist, student assessment software and training, a comprehensive data base and data analysis, as well as support for curriculum development and STEM programming. 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 six years. 2573511 1137868 HN identifies and develops new sites, and provides seed funding which serves as the funding bridge while the new affiliate's board establishes itself in its community. Affiliates quickly achieve financial self sufficiency. 2754756 1 1 0 0 0 0 0 0 0 1 1 0 0 0 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 8 0 1 17 1 0 0 0 0 0 0 0 0 0 0 X 28 28 1 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 Amy Chan Downer Member 5.00 X 0 0 0 Douglas Karp Member 5.00 X 0 0 0 Mary Brock Member 5.00 X 0 0 0 Anthony Grassi Member 5.00 X 0 0 0 Mary-Jo Hardy Gabel Member 5.00 X 0 0 0 Leslie Littlejohn Member 5.00 X 0 0 0 Monica Lamontagne Vice-Chair 5.00 X X 0 0 0 James Rogers Vice-Chair 5.00 X X 0 0 0 Nicholas Thacher Member 5.00 X 0 0 0 Jane Williams Chair 5.00 X X 0 0 0 Lyn Mcnaught Member 5.00 X 0 0 0 Eric L Cochran Secretary 5.00 X X 0 0 0 Dick Trowbridge Member 5.00 X 0 0 0 Ned Mandel Treasurer 5.00 X X 0 0 0 Duncan M O'Brien Jr Member 5.00 X 0 0 0 Lindsay W Ormsby Member 5.00 X X 0 0 0 Gary Cohen Member 5.00 X 0 0 0 John Christie Member 5.00 X 0 0 0 Rehema Ellis Member 5.00 X 0 0 0 Fabio Freyre Member 5.00 X 0 0 0 Joseph F Chan Member 5.00 X 0 0 0 Lindsay Reimers Member 5.00 X 0 0 0 Lisa Schultz Member 5.00 X 0 0 0 Katharine H Welling Member 5.00 X 0 0 0 Andrew McLaren Member 5.00 X 0 0 0 Stephen Monroe Member 5.00 X 0 0 0 Jill Iscol Member 5.00 X 0 0 0 Bette-Anne Gwathmey Member 5.00 X 0 0 0 Lorna Smith CEO 40.00 X 193168 0 22946 193168 0 22946 1 0 1 0 0 3429671 3429671 11495 11495 3441166 0 0 11495 1137868 1137868 216114 146957 30256 38901 1098493 746555 145497 206441 46012 31288 6442 8282 71823 48573 3701 19549 92099 55801 15824 20474 2735 1586 492 657 49150 27867 9361 11922 1895 1895 189644 175495 6063 8086 231938 214939 6700 10299 100553 62896 8442 29215 97879 66604 13042 18233 50754 33133 7602 10019 4599 3124 615 860 2598 1764 348 486 Repairs and maintenance 450 306 60 84 3394604 2754756 254445 385403 1819562 1926762 500326 131750 1749 16328 47583 40362 11820 7221 183994 190627 7140 7140 2524591 2279828 9839 31911 539565 228012 6107 4971 555511 264894 X 1159852 963540 727559 969725 81669 81669 1969080 2014934 2524591 2279828 46562 -708 0 X X 0 1 X 1 0 X 2071705 1582853 1966932 1293236 3429671 10344397 2071705 1582853 1966932 1293236 3429671 10344397 4127846 6216551 6480 7345 9035 18595 10787 52242 10396639 0.59790 0.49510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 97640 3786 101426 87563 10077 97640 40675 40994 5899 87563 5675 35000 40675 5675 5675 0.80530 0.19470 0 0 47583 40362 7221 0 7221 Passthrough grant liability 4971 4971 X 3458258 -708 17800 17092 3441166 0 3441166 3412404 17800 17800 3394604 0 3394604 Part V, Line 4: It is the Organization's practice and commitment 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 is a Connecticut non-stock corporation that is exempt from taxes under Section 501 (a) of the Internal Revenue Code as an organization described under Section 501(c)(3) of the code. A ruling from the Internal Revenue Service has determined that the Organization will be treated as a publicly supported organization, and not a private foundation. This qualifies the Organization for the 50% charitable contribution deduction for individual donors. The accompanying financial statements do not include any provision for income taxes. The Organization recognizes the effect of tax positions only when they are more likely than not of being sustained. Management has determined that the Organization had no uncertain tax positions that would require financial statement recognition. Tax years dating back to 2011 remain open to examination by federal and state authorities. 1 Horizons - Savannah Country Day School 824 Stillwood Drive Savannah GA 31419 580655290 501(c)(3) 35100 7267 Cost Evaluation, training and technical assistance Support for summer and enrichment program Horizons - Radcliffe Creek School 201 Talbot Blvd Chestertown MD 21620 521970233 501(c)(3) 19000 4434 Cost Evaluation, training and technical assistance Support for summer and enrichment program Horizons - Dedham Country School 90 Sandy Valley Road Dedham MA 02026 042106704 501(c)(3) 11000 5663 Cost Evaluation, training and technical assistance Support for summer and enrichment program Horizons - Green Farms Academy 35 Beachside Ave Green Farms CT 064360127 060733693 501(c)(3) 15000 1914 Cost Evaluation, training and technical assistance Support for summer and enrichment program Horizons - Woodward Academy 1662 Rugby Ave College Park GA 30337 580625584 501(c)(3) 4354 Cost Evaluation, training and technical assistance Support for summer and enrichment program Horizons - Salisbury School 6279 Hobbs Road Salisbury MD 218022295 520904771 501(c)(3) 20000 3275 Cost Evaluation, training and technical assistance Support for summer and enrichment program Horizons - New Canaan Country School 545 Ponus Ridge New Canaan CT 06840 060646765 501(c)(3) 18000 2296 Cost Evaluation, training and technical assistance Support for summer and enrichment program Horizons - St Richard's 33 East 33rd Street Indianapolis IN 46205 611503962 501(c)(3) 13500 6163 Cost Evaluation, training and technical assistance Support for summer and enrichment program Horizons - Hampton Roads 821 Baker Road Virginia Beach VA 23462 541946180 501(c)(3) 30400 5255 Cost Evaluation, training and technical assistance Support for summer and enrichment program Horizons - Rumson Country Day School 35 Bellevue Avenue Rumson NJ 07760 210639372 501(c)(3) 20000 2860 Cost Evaluation, training and technical assistance Support for summer and enrichment program Horizons - Brooklyn Friends School 375 Pearl Street Brooklyn NY 11201 111630751 501(c)(3) 15800 2490 Cost Evaluation, training and technical assistance Support for summer and enrichment program Horizons- St David's School 12 East 89th St New York NY 10128 131655283 501(c)(3) 107397 14087 cost evaluation, training and technical assistance Support for summer and enrichment program Horizons- Monroe Community College 100 East Henrietta Rd Rochester NY 14623 161204210 501(c)(3) 15000 2939 cost evaluation, training and technical assistance Support for summer and enrichment program Horizons - Colorado Academy 3800 South Pierce St Denver CO 80235 840241874 501(c)(3) 15000 2253 Cost Evaluation, training and technical assistance Support for summer and enrichment program The Episcopal Academy 1785 Bishop White St Newtown Sq PA 19073 231370500 501(c)(3) 34250 5640 Cost Evaluation, training and technical assistance Support for summer and enrichment program Horizons Greater Washington Maret School 3000 Cathedral Ave NW Washington DC 20008 530211355 501(c)(3) 39700 8177 Cost Evaluation, training and technical assistance Support for summer and enrichment program The Harley School 1981 Clover St Rochester NY 14618 160755783 501(c)(3) 10000 3127 Cost Evaluation, training and technical assistance Support for summer and enrichment program Horizons Nazareth College 4245 East Avenue Rochester NY 14618 160743088 501(c)(3) 5319 Cost Evaluation, training and technical assistance Support for summer and enrichment program Holy Innnocents School 805 Mt Vernon Hwy Atlanta GA 30327 581120296 501(c)(3) 17655 7070 Cost Evaluation, training and technical assistance Support for summer and enrichment program Atlanta Technical College Foundation 1560 Metropolitan Pkwy Sw Atlanta GA 30310 582582973 501(c)(3) 4354 Cost Evaluation, training and technical assistance Support for summer and enrichment program Clark Atlanta University 223 James P Brawley Dr Sw Atlanta GA 30310 581825259 501(c)(3) 25000 7544 Cost Evaluation, training and technical assistance Support for summer and enrichment program Georgia Institute of Technology PO Box 93686 Atlanta GA 30377 586002023 501(c)(3) 26541 7740 Cost Evaluation, training and technical assistance Support for summer and enrichment program Horizons Atlanta Inc 805 Mt Vernon Hwy Atlanta GA 30327 581120296 501(c)(3) 290560 41424 Cost Evaluation, training and technical assistance Support for summer and enrichment program Norwalk Community College 188 Richards Ave Norwalk CT 06850 061425725 501(c)(3) 23000 2934 Cost Evaluation, training and technical assistance Support for summer and enrichment program Sacred Heart University 5150 Park Ave Fairfield CT 06825 060776644 501(c)(3) 5100 5716 Cost Evaluation, training and technical assistance Support for summer and enrichment program Horizons San Francisco Friends 250 Valancis St San Francisco CA 94103 943397589 501(c)(3) 24000 7708 Cost Evaluation, training and technical assistance Support for summer and enrichment program Horizons Philips Academy 342 Central Ave Newark NJ 07103 222894088 501(c)(3) 7100 1683 Cost Evaluation, training and technical assistance Support for summer and enrichment program Horizons The Bosque School 4000 Learning Road Albuquerque NM 87120 850420092 501(c)(3) 23500 8692 Cost Evaluation, training and technical assistance Support for summer and enrichment program Horizons The University of Mississippi Ventras Hall University MS 38677 646001159 501(c)(3) 19250 4959 Cost Evaluation, training and technical assistance Support for summer and enrichment program Horizons University School Nashville 2000 Edge Hill Ave Nashville TN 37212 237424429 501(c)(3) 23000 4715 Cost Evaluation, training and technical assistance Support for summer and enrichment program Warner University of Rochester P O Box 270425 Rochester NY 14627 160743209 501(c)(3) 10000 2302 Cost Evaluation, training and technical assistance Support for summer and enrichment program Horizons The Gunston School 911 Gunston Road Centreville MD 21617 520614282 501(c)(3) 503 Cost Evaluation, training and technical assistance Support for summer and enrichment program Horizons Brunswick School 100 Maher Ave Greenwich CT 06830 060646562 501(c)(3) 25500 3298 Cost Evaluation, training and technical assistance Support for summer and enrichment program Horizons The Ethel Walker School 230 Bushy Hill Road Simsbury CT 06070 060689699 501(c)(3) 236 Cost Evaluation, training and technical assistance Support for summer and enrichment program Horizons Foote School 50 Loomis Place New Haven CT 06511 060646647 501(c)(3) 121 Cost Evaluation, training and technical assistance Support for summer and enrichment program Part I, Line 2: The Chief Program Officer is reponsible for grantee relations. He is actively involved in reviewing grantee budgeting, contracts and financial reviews during the year and at year end. X 0 0 0 0 0 0 0 0 0 Lorna Smith CEO 193168 0 0 0 0 0 0 0 22946 0 216114 0 0 0 Form 990, Part VI, Section A, line 2 Board member Andrew McLaren's spouse, Frances Irvine, works for the Organization. Form 990, Part VI, Section B, line 11 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 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 Organization's financial documents are available upon request. Form 990, Part XII, Line 2c: There has been no change to the review and oversight process.