HORIZONS NATIONAL STUDENT ENRICHMENT PROGRAM INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HORIZONS NATIONAL STUDENT ENRICHMENT PROGRAM INC (EIN 06-1468129)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-11-14
- IRS object ID
- 201323189349302872
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-11-14T11:03:50-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061415579 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Capossela Cohen LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 368 Center Street | AddressLine1 |
| City | Southport | City |
| State | CT | State |
| ZIP Code | 064901432 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061468129 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Horizons National Student Enrichment Program Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HORI | NameControl |
| Phone | 2035947040 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 Post Road East | AddressLine1 |
| City | Westport | City |
| State | CT | State |
| ZIP Code | 06880 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Lorna Smith | Name |
| Title | CEO | Title |
| Phone | 2035947040 | Phone |
| Date Signed | 2013-11-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Nathaniel S Yordon CPA | Name |
| PTIN | P00045695 | PTIN |
| Phone | 2032547000 | Phone |
| Date Prepared | 2013-11-04 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | Lorna Smith | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Park Street | AddressLine1 |
| City | Norwalk | City |
| State | CT | State |
| ZIP Code | 06851 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1974686 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.horizonsnational.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1996 | YearFormation |
| State Legal Domicile | CT | StateLegalDomicile |
| Activity Or Mission Description | Horizons National Student Enrichment Program, Inc. administers the establishment of full scholarship summer programs for low income youths. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 29 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 29 | NbrIndependentVotingMembers |
| Total Nbr Employees | 11 | TotalNbrEmployees |
| Total Nbr Volunteers | 26 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1582853 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1966932 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 7345 | InvestmentIncomePriorYear |
| Investment Income Current Year | 7754 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1590198 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1974686 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 170812 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 388320 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 899553 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1094950 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 2085 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 389082 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 501182 | OtherExpensePriorYear |
| Other Expenses Current Year | 435830 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1571547 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1921185 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 18651 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 53501 | RevenuesLessExpensesCY |
| Total Assets BOY | 1870229 | TotalAssetsBOY |
| Total Assets EOY | 2453395 | TotalAssetsEOY |
| Total Liabilities BOY | 67109 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 595493 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1803120 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1857902 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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 assessment, evaluation, communication, marketing, PR,and consulting services; planning and funding for affiliate program initiatives; other discretionary grants and expansion. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 266155 | Expense |
| Grants | 265285 | Grants |
| Description | 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 accross affiliates, and to consistent academic gains of 2-3 months improvement in reading and math skills for Horizon students over the last four years. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1091046 | Expense |
| Grants | 123035 | Grants |
| Description | HN identifies and develops new sites, and provides seed funding which serves as the funding bridge while the new affiliates board establishes itself in its community. Affiliates quickly achieve financial self sufficiency and contribute to a perpetual stream of income to the organization as a whole. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 1357201 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 11 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 11 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 29 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 29 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Horizons National Student Enrichment | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2035947040 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 Post Road East | AddressLine1 |
| City | Westport | City |
| State | CT | State |
| ZIP Code | 06880 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (30 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| Lynn Gatto | ||||||
| Member | 5.00 | X | 0 | 0 | 0 | |
| 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 | |
| Andrew McLaren | ||||||
| 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 | 0 | 0 | 0 | X |
| James Rogers | ||||||
| Vice-Chair | 5.00 | X | 0 | 0 | 0 | X |
| Nicholas Thacher | ||||||
| Member | 5.00 | X | 0 | 0 | 0 | |
| Jane Williams | ||||||
| Chair | 5.00 | X | 0 | 0 | 0 | X |
| Lyn Mcnaught | ||||||
| Member | 5.00 | X | 0 | 0 | 0 | |
| Eric L Cochran | ||||||
| Secretary | 5.00 | X | 0 | 0 | 0 | X |
| C Brandon Downs | ||||||
| Member | 5.00 | X | 0 | 0 | 0 | |
| Jill Iscol | ||||||
| Member | 5.00 | X | 0 | 0 | 0 | |
| Ned Mandel | ||||||
| Treasurer | 5.00 | X | 0 | 0 | 0 | X |
| Duncan M O'Brien Jr | ||||||
| Member | 5.00 | X | 0 | 0 | 0 | |
| Lindsay W Ormsby | ||||||
| Secretary | 5.00 | X | 0 | 0 | 0 | X |
| Gary Cohen | ||||||
| Member | 5.00 | X | 0 | 0 | 0 | |
| Brenda Jews | ||||||
| Member | 5.00 | X | 0 | 0 | 0 | |
| Carolyn Jeffrey | ||||||
| Member | 5.00 | X | 0 | 0 | 0 | |
| Sarah Rosen | ||||||
| Member | 5.00 | X | 0 | 0 | 0 | |
| Joseph F Chan | ||||||
| Member | 5.00 | X | 0 | 0 | 0 | |
| Christy Edwards | ||||||
| Member | 5.00 | X | 0 | 0 | 0 | |
| Karen Chaplin | ||||||
| Member | 5.00 | X | 0 | 0 | 0 | |
| Lindsay Reimers | ||||||
| Member | 5.00 | X | 0 | 0 | 0 | |
| Robin J Scheman | ||||||
| Member | 5.00 | X | 0 | 0 | 0 | |
| Katharine H Welling | ||||||
| Member | 5.00 | X | 0 | 0 | 0 | |
| Lorna Smith | ||||||
| CEO | 40.00 | 157415 | 0 | 10743 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 157415 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 10743 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 1966932 | AllOtherContributions |
| Total Contributions | 1966932 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7754 | TotalRevenueColumn |
| Exclusion | $7,754 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1974686 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $7,754 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 388320 | Total |
| Program Services | 388320 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 168158 | Total |
| Program Services | 119392 | ProgramServices |
| Management And General | 14630 | ManagementAndGeneral |
| Fundraising | 34136 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 736199 | Total |
| Program Services | 375166 | ProgramServices |
| Management And General | 110651 | ManagementAndGeneral |
| Fundraising | 250382 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43689 | Total |
| Program Services | 31019 | ProgramServices |
| Management And General | 3801 | ManagementAndGeneral |
| Fundraising | 8869 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80760 | Total |
| Program Services | 51547 | ProgramServices |
| Management And General | 9325 | ManagementAndGeneral |
| Fundraising | 19888 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66144 | Total |
| Program Services | 36364 | ProgramServices |
| Management And General | 9188 | ManagementAndGeneral |
| Fundraising | 20592 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50 | Total |
| Management And General | 50 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8750 | Total |
| Management And General | 8750 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2085 | Total |
| Fundraising | 2085 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 141557 | Total |
| Program Services | 127269 | ProgramServices |
| Management And General | 4543 | ManagementAndGeneral |
| Fundraising | 9745 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25473 | Total |
| Program Services | 25105 | ProgramServices |
| Management And General | 117 | ManagementAndGeneral |
| Fundraising | 251 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47812 | Total |
| Program Services | 31869 | ProgramServices |
| Management And General | 3213 | ManagementAndGeneral |
| Fundraising | 12730 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46046 | Total |
| Program Services | 30590 | ProgramServices |
| Management And General | 4920 | ManagementAndGeneral |
| Fundraising | 10536 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62422 | Total |
| Program Services | 49364 | ProgramServices |
| Management And General | 268 | ManagementAndGeneral |
| Fundraising | 12790 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92303 | Total |
| Program Services | 83086 | ProgramServices |
| Management And General | 4390 | ManagementAndGeneral |
| Fundraising | 4827 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4476 | Total |
| Program Services | 2868 | ProgramServices |
| Management And General | 512 | ManagementAndGeneral |
| Fundraising | 1096 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5050 | Total |
| Program Services | 3355 | ProgramServices |
| Management And General | 540 | ManagementAndGeneral |
| Fundraising | 1155 | Fundraising |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Repairs and maintenance | Description |
| Total | 1891 | Total |
| Program Services | 1887 | ProgramServices |
| Management And General | 4 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1921185 | Total |
| Program Services | 1357201 | ProgramServices |
| Management And General | 174902 | ManagementAndGeneral |
| Fundraising | 389082 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1599658 | BOY |
| EOY | 1831664 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 124374 | BOY |
| EOY | 433374 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12715 | BOY |
| EOY | 3828 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 46368 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 33574 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14100 | BOY |
| EOY | 12794 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 115968 | BOY |
| EOY | 168321 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3414 | BOY |
| EOY | 3414 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1870229 | BOY |
| EOY | 2453395 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11092 | BOY |
| EOY | 8328 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 489565 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56017 | BOY |
| EOY | 97600 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67109 | BOY |
| EOY | 595493 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 707421 | BOY |
| EOY | 813503 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1055024 | BOY |
| EOY | 962729 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40675 | BOY |
| EOY | 81670 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1803120 | BOY |
| EOY | 1857902 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1870229 | BOY |
| EOY | 2453395 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 53501 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1281 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 789100 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1515226 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2071705 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1582853 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1916932 | CurrentTaxYear |
| Total | 7875816 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 789100 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1515226 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2071705 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1582853 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1916932 | CurrentTaxYear |
| Total | 7875816 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 4048312 | AmountsSubstContributorsTotal |
| Public Support Total170 | 3827504 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8968 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9631 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6480 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7345 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9035 | CurrentTaxYear |
| Total | 41459 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 7917275 | TotalSupport |
| Public Support Pertcentage170 | 0.48340 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.51340 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 40675 | BeginningOfYearBalance |
| Contributions | 40994 | Contributions |
| Investment Earnings Or Losses | 5899 | InvestmentEarningsOrLosses |
| End Of Year Balance | 87568 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5675 | BeginningOfYearBalance |
| Contributions | 35000 | Contributions |
| End Of Year Balance | 40675 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | 5675 | Contributions |
| End Of Year Balance | 5675 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.07000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.93000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 46368 | OtherCostOrOtherBasis |
| Depreciation | 33574 | Depreciation |
| Book Value | 12794 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 12794 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Passthrough grant liability | Description |
| Amount | $97,600 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 97600 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 1983417 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1281 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 7450 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 8731 | RevenueNotRptdF990 |
| Revenue Subtotal | 1974686 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1974686 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1928635 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 7450 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 7450 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1921185 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1921185 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Intended Use of Endowment Funds: | 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. |
| Description of Uncertain Tax Positions Under FIN 48: | 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 2009 remain open to examination by federal and state authorities. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (22 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|---|
| Horizons - Savannah Country Day School | ||||||||||
| 824 Stillwood Drive | Savannah | GA | 31419 | 580655290 | 501(c)(3) | 9050 | 796 | Cost | Evaluation, training and technical assistance | Support for summer and enrichment program |
| Horizons - Warner University of Rochester | ||||||||||
| PO BOX 270425 | Rochester | NY | 14627 | 160743209 | 501(c)(3) | 11850 | 1043 | 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) | 17520 | 1542 | Cost | Evaluation, training and technical assistance | Support for summer and enrichment program |
| Horizons - St Philip's Academy | ||||||||||
| 342 Central Avenue | Newark | NJ | 071032808 | 222894088 | 501(c)(3) | 4284 | 4637 | 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) | 9250 | 814 | Cost | Evaluation, training and technical assistance | Support for summer and enrichment program |
| Horizon - Green Farms Academy | ||||||||||
| 35 Beachside Ave | Green Farms | CT | 064360127 | 060733693 | 501(c)(3) | 9380 | 825 | Cost | Evaluation, training and technical assistance | Support for summer and enrichment program |
| Horizons - The University of Mississippi | ||||||||||
| 307 Howry Hall | University | MS | 38677 | 646001159 | 501(c)(3) | 20610 | 1814 | 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) | 14800 | 1302 | Cost | Evaluation, training and technical assistance | Support for summer and enrichment program |
| Horizons - Georgia Tech | ||||||||||
| North Avenue | Atlanta | GA | 30332 | 586043294 | 501(c)(3) | 4765 | 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) | 12750 | 1122 | 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) | 37923 | 3337 | 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) | 20300 | 1786 | Cost | Evaluation, training and technical assistance | Support for summer and enrichment program |
| Horizon - Brooklyn Friends School | ||||||||||
| 375 Pearl Street | Brooklyn | NY | 11201 | 111630751 | 501(c)(3) | 8750 | 770 | Cost | Evaluation, training and technical assistance | Support for summer and enrichment program |
| Horizons- St Davids School | ||||||||||
| 12 East 89th St | New York | NY | 10128 | 131655283 | 501(c)(3) | 3450 | 304 | 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) | 20000 | 6020 | 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) | 16400 | 1443 | Cost | Evaluation, training and technical assistance | Support for summer and enrichment program |
| The Episcopal Academy | ||||||||||
| 1785 Bishop White Dt | Newtown Sq | PA | 19073 | 231370500 | 501(c)(3) | 20000 | 2370 | Cost | Evaluation, training and technical assistance | Support for summer and enrichment program |
| Horizons Greater Washington | ||||||||||
| 3000 Cathedral Ave Nw | Washington | DC | 20008 | 520211355 | 501(c)(3) | 33880 | 2981 | 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) | 15375 | 1353 | 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) | 24510 | 2157 | 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) | 23035 | 2637 | 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) | 10000 | 1385 | Cost | Evaluation, training and technical assistance | Support for summer and enrichment program |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Lorna Smith | NamePerson |
| Title | CEO | Title |
| Base Compensation Filing Org | 157415 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 10743 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 168158 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| 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. |
| There has been no change to the review and oversight process. |
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