2026-02-16T08:52:48-06:00 2025-06-30 351307701 KRUGGEL LAWTON & COMPANY LLC 210 S MICHIGAN ST SUITE 200 SOUTH BEND IN 46601 990 2024-07-01 460803293 HORIZON EDUCATION ALLIANCE INC HORI 5749705820 124 E WASHINGTON STREET GOSHEN IN 46528 SARAH METZLER PRESIDENT/CEO 5749705820 2026-02-12 1 0 MARGENE ZINK P01222961 5742894011 2026-02-12 2024 2025-03-06 01:10:19Z SARAH METZLER 124 E WASHINGTON STREET GOSHEN IN 46528 3406351 0 X WWW.HEAINDIANA.ORG X 2012 IN HORIZON EDUCATION ALLIANCE CONNECTS SCHOOLS, BUSINESSES, AND THE COMMUNITY TO INCREASE EDUCATIONAL ATTAINMENT, STRENGTHEN THE WORKFORCE, AND ENSURE EVERY INDIVIDUAL SUCCEEDS. 7 7 32 500 0 0 2535932 3087449 322674 318902 -966 -1179 0 0 2857640 3405172 20000 244279 0 0 1832781 2132099 0 0 34449 982203 863281 2834984 3239659 22656 165513 646812 812325 0 0 646812 812325 X HORIZON EDUCATION ALLIANCE CONNECTS SCHOOLS, BUSINESSES, AND THE COMMUNITY TO INCREASE EDUCATIONAL ATTAINMENT, STRENGTHEN THE WORKFORCE, AND ENSURE EVERY INDIVIDUAL SUCCEEDS. 0 0 933223 114103 ADULT PATHWAYS: THE ADULT PATHWAYS INITIATIVES PROVIDE ADULT BASIC EDUCATION AND TRAINING TO SUPPORT ELKHART COUNTY ADULTS IN ADVANCING IN THEIR EDUCATION AND CAREER PATHWAYS. HEA ADULT PATHWAYS PARTNERS WITH OTHER ORGANIZATIONS, EMPLOYERS, AND TRAINING PROVIDERS TO DELIVER HEA'S PROGRAMMING THROUGH FUNDING FROM THE DEPARTMENT OF WORKFORCE DEVELOPMENT (DWD) THAT SUPPORTS OUR ADULT BASIC EDUCATION (ABE) PROGRAMS, OUR INTEGRATED EDUCATION AND TRAINING PROGRAMS (IET) AND OUR WORKFORCE EDUCATION INITIATIVES (WEI). THE IET AND WEI FUNDING SUPPORTS HEA IN REACHING DIVERSE POPULATIONS WITH CERTIFICATION PROGRAMS. THE IET FUNDING SUPPORTS HEA'S PARTNERSHIP WITH WORKFORCE EDUCATION CONSULTANTS AND THE ELKHART COUNTY JAIL TO DELIVER THE CERTIFIED LOGISTICS ASSOCIATE (CLA) CERTIFICATION TO INCARCERATED ADULTS. HEA SERVES ADULTS IN THE HIGH SCHOOL EQUIVALENCY (HSE) PROGRAM (ENGLISH AND SPANISH), ENGLISH LANGUAGE LEARNING (ELL) PROGRAM AND LITERACY PROGRAM AS WELL, WITH A FOCUS ON TRANSITIONING ADULTS INTO CERTIFICATION PROGRAMS. HEA ALSO PROVIDES REMEDIATION SERVICES FOR ADULTS IN THE CERTIFICATION PROGRAMS, WITH EACH ADULT COMPLETING AN INTAKE PROCESS THAT INCLUDES ASSESSMENTS OF BASIC SKILLS TO ENSURE THEY ARE PREPARED FOR SUCCESS IN THE PROGRAM. HEA HAS A BILINGUAL CAREER COACH ON STAFF WHO HELPS ADULTS TO IDENTIFY THE NEXT STEPS ON THEIR CAREER PATHWAYS AND ENSURES ADULTS ARE CONNECTED WITH THE RESOURCES THEY NEED TO BE SUCCESSFUL. 1492987 206291 138212 STUDENT PATHWAYS: HEA'S CORE FOCUS HAS BEEN ON INCREASING CAREER-CONNECTED LEARNING OPPORTUNITIES FOR MIDDLE AND HIGH SCHOOL YOUTH. OUR SERVICES IN THIS AREA INCLUDE CAREER EXPLORATION PROGRAMS, CAREER COACHING, AND MODERN YOUTH APPRENTICESHIPS. CAREER QUEST WAS LAUNCHED IN APRIL 2019 TO PROVIDE ALL 7TH GRADERS WITH THE OPPORTUNITY TO EXPLORE CAREERS IN FOUR HIGH-DEMAND INDUSTRIES: ADVANCED MANUFACTURING, CONSTRUCTION, HEALTH SCIENCES AND INFORMATION TECHNOLOGY. MANUFACTURING DAY IS PROVIDED TO 8TH GRADERS EACH YEAR, WITH OPPORTUNITIES FOR STUDENTS TO TOUR LOCAL MANUFACTURING SITES AND LEARN ABOUT THE CAREERS AVAILABLE IN THE LOCAL COMMUNITY. ALL SEVEN SCHOOL DISTRICTS, IVY TECH, AND LOCAL BUSINESSES COLLABORATED TO LAUNCH CAREERWISE YOUTH APPRENTICESHIPS IN 2019. YOUTH APPRENTICESHIPS UTILIZE AN 'EARN AND LEARN' MODEL IN WHICH HIGH SCHOOL STUDENTS EARN A WAGE AS THEY DO MEANINGFUL WORK ALONGSIDE SUPPORTIVE ADULT MENTORS. YOUTH APPRENTICESHIPS PREPARE STUDENTS FOR CAREERS, DIVERSIFY THE TALENT PIPELINE AND DELIVER OUTCOMES FOR BUSINESSES. ALL OF THE CAREERWISE ELKHART COUNTY YOUTH APPRENTICESHIPS ARE REGISTERED WITH THE US DEPARTMENT OF LABOR, MEANING STUDENTS EARN A PORTABLE, NATIONALLY-RECOGNIZED CREDENTIAL UPON COMPLETION. SINCE ITS LAUNCH, YOUTH APPRENTICESHIPS HAVE ENGAGED OVER 40 EMPLOYERS AND 200 HIGH SCHOOL STUDENTS ACROSS SEVEN SCHOOL DISTRICTS, WITH STUDENTS HIRED INTO NINE DIFFERENT PATHWAYS. OUR TEAM CONTINUES TO WORK CLOSELY WITH CAREERWISE USA FOR TECHNICAL ASSISTANCE AND SUPPORT, AND HEA IS ALSO PART OF THE NATIONAL PARTNERSHIP TO ADVANCE YOUTH APPRENTICESHIP (PAYA) NETWORK AND THE STATE EFFORTS TO SUPPORT THE EXPANSION OF YOUTH APPRENTICESHIPS. 484627 37988 66587 PARENTS AND FAMILY: HEA COORDINATES TRIPLE P POSITIVE PARENTING PROGRAM ACROSS OUR COUNTY IN PARTNERSHIP WITH SOCIAL SERVICE AGENCIES, SCHOOLS, LIBRARIES, HOSPITALS AND HEALTH CENTERS, EARLY CHILDHOOD CENTERS, AND OTHER EMPLOYERS AND COMMUNITY ORGANIZATIONS. TRIPLE P IS ONE OF THE MOST EVIDENCE-BASED PARENTING PROGRAMS IN THE WORLD, DESIGNED TO OFFER PARENTING SUPPORT TO ALL PARENTS FROM BEFORE THEIR CHILD'S BIRTH THROUGH THEIR ADOLESCENCE. THIS SUPPORT IS PROVIDED AT DIFFERENT LEVELS OF INTENSITY AS NEEDED, IN PARENT-FRIENDLY SETTINGS THROUGHOUT THE COMMUNITY. TRIPLE P ENCOURAGES PARENTS TO CHOOSE STRATEGIES THAT WORK FOR THEM AND HELPS PARENTS APPLY THE SKILLS THEY LEARN IN A VARIETY OF SITUATIONS SO THAT THEY BECOME MORE SELF-SUFFICIENT, COMPETENT, AND CONFIDENT PARENTS CAPABLE OF PROVIDING A NURTURING ENVIRONMENT FOR THEIR CHILDREN. TRIPLE P HAS PROVIDED OVER 10,000 HIGH-QUALITY, EVIDENCE-BASED INTERVENTIONS TO PARENTS/CAREGIVERS SINCE ITS LAUNCH. HEA AND TRIPLE P ARE ALSO KEY PARTNERS IN THE BUILDING STRONG BRAINS COALITION, A COMMUNITYWIDE EFFORT TO IMPROVE THE EARLY CHILDHOOD SYSTEM IN ELKHART COUNTY AND SUPPORT ALL CHILDREN IN BEING READY FOR KINDERGARTEN. HEA PROVIDES SUPPORT THROUGH ACTION TEAMS AND DATA AND EVALUATION EFFORTS WITH THE COALITION. 2910837 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 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 27 0 32 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X CINDI DIXON 5749705820 124 E WASHINGTON STREET GOSHEN IN 46528 TAMI HICKS DIRECTOR 1.00 X 0 0 0 DR REBECCA STOLTZFUS DIRECTOR 1.00 X 0 0 0 KORD KOZMA DIRECTOR 1.00 X 0 0 0 DAN FUNSTON DIRECTOR 1.00 X 0 0 0 BRIAN HALL DIRECTOR 1.00 X 0 0 0 BYRON SANDERS DIRECTOR 1.00 X 0 0 0 CARRIE CANNON DIRECTOR 1.00 X 0 0 0 GENE CRUISE DIRECTOR 1.00 X 0 0 0 JIM DUBOIS DIRECTOR 1.00 X 0 0 0 LAURIE NAFZIGER DIRECTOR 1.00 X 0 0 0 LARRY HUFF DIRECTOR 1.00 X 0 0 0 LISA GUEDEA CAREENO DIRECTOR 1.00 X 0 0 0 PHIL JENKINS DIRECTOR 1.00 X 0 0 0 REBECCA SHETLER-FAST DIRECTOR 1.00 X 0 0 0 JAYSON SNYDER DIRECTOR 1.00 X 0 0 0 SUZANNE WIERICK DIRECTOR 1.00 X 0 0 0 RYAN HILL TREASURER/SECRETARY 1.00 X X 0 0 0 DR SCOT CRONER VICE CHAIR 1.00 X X 0 0 0 WILL WEED BOARD CHAIR 2.00 X X 0 0 0 SARAH METZLER PRESIDENT/CEO 55.00 X 104569 0 21696 BRIAN WIEBE PRESIDENT/CEO 57.50 X 129035 0 21948 THOMAS BRACY VP OF ADVANCEMENT 45.00 X 108457 0 6507 ALIAH CAROLAN-SILVA VP OF RESEARCH 45.00 X 114005 0 6840 456066 0 56991 4 0 1 0 GOSHEN COLLEGE 1700 S MAIN ST GOSHEN IN 46526 PROVIDER FOR ENL CLASS INSTRUCTION 161634 WORKFORCE EDUCATION CONSULTANT 7252 20B ROAD ARGOS IN 46501 INDUSTRY CERTIFICATION CLASSES 106300 2 1282551 1804898 3087449 CAREER SCHOLARSHIP ACC 611710 245856 245856 YOUTH APPRENTICESHIP P 611710 53500 53500 TRIPLE P PROGRAM SUPPO 611710 15796 15796 CONSULTING SERVICES 611710 3750 3750 318902 1179 -1179 -1179 -1179 3405172 318902 0 -1179 244279 244279 147353 117738 22103 7512 1574985 1493791 68954 12240 285661 275355 9681 625 124100 116016 6481 1603 45242 45242 112008 77211 32547 2250 18133 8630 9503 45062 27380 13635 4047 91004 69364 20750 890 37836 14719 23117 25920 21323 4333 264 26292 17939 7040 1313 27096 21781 5315 14793 14793 EDUCATIONAL PROGRAMS 404889 404234 655 MEMBERSHIP AND DUES 11382 1077 10224 81 MISCELLANEOUS FUNDRAISI 3624 3624 3239659 2910837 294373 34449 606390 792756 207933 188364 40422 19569 646812 812325 0 0 X 600621 485921 46191 326404 646812 812325 646812 812325 165513 0 X X 0 1 X 1 0 X 2305099 1888574 2008324 2535932 3087449 11825378 2305099 1888574 2008324 2535932 3087449 11825378 345492 11479886 11825378 1687770 0.97080 0.99970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 207933 188364 19569 19569 X 3405172 0 3405172 0 3405172 3239659 0 3239659 0 3239659 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 ENTITY'S FINANCIAL STATEMENTS. ASC 740 REQUIRES AN ENTITY 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'S 2021 THROUGH 2023 FEDERAL AND STATE EXEMPT ORGANIZATION RETURNS REMAIN SUBJECT TO EXAMINATION BY THE IRS AND THE STATE TAXING AUTHORITY. 1 GOSHEN COLLEGE MUSIC CENTER 1700 S MAIN STREET GOSHEN IN 46526 352158366 501(C)(3) 37988 0 MUSIC TOGETHER PROGRAM CONCORD COMMUNITY SCHOOLS 59040 MINUTEMAN WAY ELKHART IN 46517 351931429 501(C)(3) 41142 0 STUDENT APPRENTICESHIPS - CSA PROGRAM GOSHEN COMMUNITY SCHOOLS 613 E PURL STREET GOSHEN IN 46526 320075543 501(C)(3) 66783 0 STUDENT APPRENTICESHIPS - CSA PROGRAM BAUGO COMMUNITY SCHOOLS 29125 CO ROAD 22 ELKHART IN 46517 300005961 501(C)(3) 22571 0 STUDENT APPRENTICESHIPS - CSA PROGRAM GOSHEN HEALTH SYSTEM 200 HIGH PARK AVENUE GOSHEN IN 46526 351974765 501(C)(3) 6215 0 STUDENT APPRENTICESHIPS - CSA PROGRAM HOOSIER CRANE SERVICE 3500 CHARLOTTE AVENUE ELKHART IN 45617 611418504 20000 0 STUDENT APPRENTICESHIPS - CSA PROGRAM JESSEN MANUFACTURING CO 1409 BEARDSLEY AVENUE ELKHART IN 46514 350422520 5573 0 STUDENT APPRENTICESHIPS - CSA PROGRAM PATRICK INDUSTRIES 107 W FRANKLIN STREET ELKHART IN 46516 351057796 7286 0 STUDENT APPRENTICESHIPS - CSA PROGRAM TPR INTERNATIONAL 22420 CHALLENGER DRIVE ELKHART IN 45614 752510836 7358 0 STUDENT APPRENTICESHIPS - CSA PROGRAM 5 4 PART I, LINE 2: AT THE END OF THE GRANT PERIOD, THE ORGANIZATION RECEIVED A REPORT FROM THE RECIPIENT ENTITY DETAILING HOW THE FUNDS WERE SPENT AND WHAT WAS ACCOMPLISHED. X 1 0 0 0 0 0 0 0 0 BRIAN WIEBE PRESIDENT/CEO 129035 0 0 0 0 0 8100 0 13848 0 150983 0 0 0 PART I, LINE 4A TOM BRACY RECEIVED $9,688.44 IN SEVERANCE PAY, AS WELL AS EIGHT DAYS OF UNUSED VACATION ($3,576.96). TOTAL FINAL PAY WAS $13,265.40. FORM 990, PART VI, SECTION A, LINE 4 DURING THE TAX YEAR, THE ORGANIZATION REVISED ITS MISSION STATEMENT. THE NEW MISSION STATEMENT WAS ADOPTED BY THE BOARD OF DIRECTORS ON 2/25/2025. THE REVISION REFLECTS THE ORGANIZATION'S SHIFT TO EMPHASIZE INCREASED CRITICAL CAREER AND LIFE SKILLS TO STRENGTHEN THE REGIONAL WORKFORCE AND BETTER SERVE ITS EXEMPT PURPOSE. DURING THE TAX YEAR, HORIZON EDUCATION ALLIANCE, INC. ADOPTED AMENDED AND RESTATED BYLAWS, EFFECTIVE FEBRUARY 25, 2025. THE FOLLOWING SIGNIFICANT CHANGES WERE MADE TO THE ORGANIZATION'S GOVERNING DOCUMENTS: 1. PURPOSE STATEMENT REVISED: THE BYLAWS WERE AMENDED TO EXPAND THE ORGANIZATION'S MISSION, EMPHASIZING THE PROVISION OF HIGH-QUALITY, INNOVATIVE EDUCATIONAL SERVICES THROUGH COLLABORATION WITH SCHOOLS AND COMMUNITY PARTNERS, AND STRENGTHENING THE REGIONAL WORKFORCE. LANGUAGE WAS ADDED TO CLARIFY COMPLIANCE WITH INTERNAL REVENUE CODE SECTION 501(C)(3). 2. BOARD OF DIRECTORS STRUCTURE: THE SIZE OF THE BOARD WAS REDUCED FROM 24 MEMBERS TO A RANGE OF 5-13 MEMBERS. THE COMPOSITION WAS CHANGED TO ENSURE BALANCED REPRESENTATION FROM EDUCATION, BUSINESS, AND THE REGION, WITH AT LEAST TWO SEATS RESERVED FOR PUBLIC EDUCATION REPRESENTATIVES. STAGGERED TERMS AND INDEFINITE SUPERINTENDENT TERMS WERE REMOVED; ALL DIRECTORS NOW GENERALLY SERVE THREE-YEAR TERMS, WITH A LIMIT OF THREE CONSECUTIVE TERMS. 3. BOARD RESPONSIBILITIES: THE BYLAWS NOW INCLUDE EXPLICIT BOARD RESPONSIBILITIES, SUCH AS DETERMINING MISSION AND VALUES, APPROVING BUDGETS, DEVELOPING POLICIES, AND HIRING/EVALUATING THE CHIEF EXECUTIVE OFFICER. 4. OFFICER ROLES: THE ROLES OF SECRETARY AND TREASURER MAY NOW BE FILLED BY STAFF MEMBERS WHO ARE NOT DIRECTORS. 5. CONFLICTS OF INTEREST POLICY: A FORMAL CONFLICT OF INTEREST POLICY WAS ADOPTED WITHIN THE BYLAWS, REQUIRING DECLARATION AND RECUSAL OF BOARD MEMBERS WITH MATERIAL INTERESTS IN MATTERS BEFORE THE BOARD. 6. GOVERNANCE STRUCTURES: THE BOARD IS NOW AUTHORIZED TO APPOINT A CHIEF EXECUTIVE OFFICER, ADVISORY COUNCILS (SUCH AS AN EDUCATIONAL ADVISORY COUNCIL), AND TASK FORCES, WITH CLEAR CHARTERS AND DEFINED SCOPES OF RESPONSIBILITY. 7. REMOTE PARTICIPATION: DIRECTORS ARE NOW PERMITTED TO PARTICIPATE IN MEETINGS VIA COMMUNICATION TECHNOLOGY, WITH SUCH PARTICIPATION CONSTITUTING PRESENCE IN PERSON. 8. OFFICER START DATE: THE START DATE FOR DIRECTORS AND OFFICERS WAS CHANGED FROM JANUARY 1 TO JULY 1, TO CORRESPOND WITH THE ORGANIZATION'S FISCAL YEAR. 9. FINANCIAL AUTHORITY: AUTHORIZATION FOR SIGNING CHECKS AND INCURRING DEBT WAS CHANGED FROM SPECIFIC OFFICERS TO INDIVIDUALS DESIGNATED BY THE BOARD. THESE CHANGES WERE APPROVED BY THE BOARD OF DIRECTORS ON FEBRUARY 24, 2025, AND WERE EFFECTIVE BEGINNING FEBRUARY 25, 2025. COPIES OF THE AMENDED BYLAWS AND MEETING MINUTES APPROVING THESE CHANGES ARE MAINTAINED IN THE ORGANIZATION'S RECORDS. FORM 990, PART VI, SECTION B, LINE 11B 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 XII, LINE 1: MODIFIED CASH BASIS