2012-11-15T12:05:39-06:00 2012-06-30 061415579 Capossela Cohen LLC 368 Center Street Southport CT 064901432 990 2011-07-01 061468129 Horizons National Student Enrichment Program Inc HORI 2035947040 One Park Street Norwalk CT 06851 Lorna Smith 2035947040 2012-11-15 1 Nathaniel S Yordon CPA P00045695 2032547000 2012-11-14 2011 2016-02-24 21:20:13Z Lorna Smith One Park Street Norwalk CT 06851 1590198 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. 26 26 9 26 0 0 2071705 1582853 0 0 6480 7345 0 0 2078185 1590198 410756 170812 0 0 671150 899553 0 0 264931 497365 501182 1579271 1571547 498914 18651 1998778 1870229 208725 67109 1790053 1803120 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 direct 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. 0 0 463553 120812 The Leveraged Learning Initiative provides an academic framework for all Horizons programs, funding a Reading Specialist, student assessment software and training, a comprehensive database 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 in reading and math skills for Horizon students over the last four years. 695380 50000 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. 1158933 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 9 1 0 0 0 0 0 0 0 0 0 0 X 26 26 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 One Park Street Norwalk CT 06851 Amy Chan Downer 5.00 X 0 0 0 Douglas Karp 5.00 X 0 0 0 Mary Brock 5.00 X 0 0 0 Joseph Chan 5.00 X 0 0 0 Anthony Grassi 5.00 X 0 0 0 Mary-Jo Hardy Gabel 5.00 X 0 0 0 Leslie Littlejohn 5.00 X 0 0 0 Monica Lamontagne 5.00 X X 0 0 0 James Rogers 5.00 X X 0 0 0 Nicholas Thacher 5.00 X 0 0 0 Jane Williams 5.00 X X 0 0 0 Lyn Mcnaught 5.00 X 0 0 0 Eric L Cochran 5.00 X X 0 0 0 C Brandon Downs 5.00 X 0 0 0 Jill Iscol 5.00 X 0 0 0 Ned Mandel 5.00 X X 0 0 0 Duncan M O'Brien Jr 5.00 X 0 0 0 Lindsay W Ormsby 5.00 X 0 0 0 Gary Cohen 5.00 X 0 0 0 Carolyn Jeffrey 5.00 X 0 0 0 Brenda Jews 5.00 X 0 0 0 Sarah Rosen 5.00 X 0 0 0 Sally Grassi 5.00 X 0 0 0 Paul Hirschbiel 5.00 X 0 0 0 Karen Chaplin 5.00 X 0 0 0 Charity Steinruck 5.00 X 0 0 0 Lorna Smith 40.00 X 135000 0 9275 135000 0 9275 1 0 0 0 0 1582853 1582853 7345 7345 1590198 0 0 7345 170812 170812 144275 95222 15870 33183 613340 407996 65167 140177 26733 17644 2941 6148 59621 39235 6172 14214 55584 36829 6079 12676 50 50 33000 33000 146861 141898 2798 2165 45757 32693 5612 7452 51888 28730 1765 21393 44166 29340 4721 10105 61489 54248 332 6909 109049 98375 2217 8457 4985 3296 538 1151 3488 2317 373 798 Repairs and maintenance 449 298 48 103 1571547 1158933 147683 264931 1176356 1599658 732261 124374 6734 12715 43150 29050 3834 14100 76179 115968 3414 3414 1998778 1870229 23725 11092 185000 56017 208725 67109 X 670268 707421 1114110 1055024 5675 40675 1790053 1803120 1998778 1870229 X 18651 -5584 X X 0 1 1 X 0 X 588050 789100 1515226 2071705 1582853 6546934 588050 789100 1515226 2071705 1582853 6546934 3158063 3388871 21596 8968 9631 6480 7345 54020 71 71 6601025 0.51340 0.48260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5675 35000 40675 5675 5675 1.00000 0 0 43150 29050 14100 0 14100 Passthrough grant liability 56017 56017 1590198 1571547 18651 -5584 -5584 13067 1613934 -5584 29320 23736 1590198 0 1590198 1600867 29320 29320 1571547 0 1571547 Description of Intended Use of Endowment Funds: 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. Description of Uncertain Tax Positions Under FIN 48: Part X: 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. Consequently, 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 2008 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) 10000 714 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) 10000 714 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) 2000 143 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) 2000 143 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) 16164 1155 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) 12300 879 Cost Evaluation, training and technical assistance Support for summer and enrichment program Horizons - Sacred Heart University 5151 Park Ave Fairfield CT 06825 060776644 501(c)(3) 20624 1473 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) 20505 1465 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) 19614 1401 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) 1500 107 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) 30000 2143 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) 3350 239 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) 10250 732 Cost Evaluation, training and technical assistance Support for summer and enrichment program Horizons - St David's School 12 East 89th Street New York NY 10128 131655283 501(c)(3) 505 37 Cost Evaluation, training and technical assistance Support for summer and enrichment program Horizons - Monroe Community College 1000 East Henrietta Road Rochester NY 14623 161204210 501(c)(3) 610 45 Cost Evaluation, training and technical assistance Support for summer and enrichment program Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: The VP of Operations is reponsible for grantee relations. She is actively involved in reviewing grantee budgeting, contracts and financial reviews during the year and at year end. Form 990, Part VI, Section A, line 2 Board members Anthony and Sally Grassi are married. Form 990, Part VI, Section B, line 11 The Form 990 is distributed to the Board of Directors by the CEO and it is reviewed before it is filed. 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. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized losses on investments: -5,584. There has been no change to the review and oversight process.