HORIZONS NATIONAL STUDENT ENRICHMENT PROGRAM INC: Form 990, tax year 2009
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- Organization
- HORIZONS NATIONAL STUDENT ENRICHMENT PROGRAM INC (EIN 06-1468129)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-03-31
- IRS object ID
- 201120909349300007
- Schema version
- 2009v1.7
- 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 | 2011-03-31T10:47:01-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2009-07-01 | 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 | One Park Street | AddressLine1 |
| City | Norwalk | City |
| State | CT | State |
| ZIP Code | 06851 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Lorna Smith | Name |
| Title | CEO | Title |
| Phone | 2035947040 | Phone |
| Date Signed | 2011-03-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Nathaniel S Yordon CPA | Name |
| Phone | 2032547000 | Phone |
| Date Prepared | 2011-03-10 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 1524857 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.horizonskids.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 | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 6 | TotalNbrEmployees |
| Total Nbr Volunteers | 24 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 789100 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1515226 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 8968 | InvestmentIncomePriorYear |
| Investment Income Current Year | 9631 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 798068 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1524857 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 179570 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 214574 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 338984 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 425531 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 13350 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 188255 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 211002 | OtherExpensePriorYear |
| Other Expenses Current Year | 191012 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 742906 | TotalExpensesPriorYear |
| Total Expenses Current Year | 831117 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 55162 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 693740 | RevenuesLessExpensesCY |
| Total Assets BOY | 594707 | TotalAssetsBOY |
| Total Assets EOY | 1527980 | TotalAssetsEOY |
| Total Liabilities BOY | 22802 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 258250 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 571905 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1269730 | NetAssetsOrFundBalancesEOY |
| 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 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 | 119134 | Expense |
| Grants | 124574 | Grants |
| Revenue | 0 | Revenue |
| Description | Initiative and Discretionary Grants. The Literacy Initiative, begun in the summer of 2009,paid for each Horizon reading specialist and trained them to implement assessments, analyze data, work with faculty to structure curriculum and lesson plans, and provide individualized instruction. This initiative yielded improved student outcomes in reading (gains of three months) and increased the program consistency among all Horizons affiliates. HN began a STEM initiative (Science, Technology, Engineering and Math) in the summer of 2010. Five participating affiliates received funding for planning, project, supplies, and a pre/post student assessment of math skills. Students in this initiative showed math gains of over three months. All Horizons affiliates will receive STEM funding for the summer of 2011. HN also maintains a discretionary fund available to affiliates by application for local initiatives and temporary bridge funding. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 426836 | Expense |
| Grants | 90000 | Grants |
| Description | New affiliate seed funding. HN has driven succesful replication of the Horizon model since 1995. HN identifies and develops new sites, and provides seed funding to support new affiliate's first two years of operations. The seed funding serves as a funding bridge while the new affiliate's board establishes itself in its community. By the third year, an affiliate achieves financial self-sufficiency and contributes to a perpetual stream of income to the organization as a whole. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 545970 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| 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 | 0 | 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 | 5 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 6 | 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 |
| Nbr Voting Governing Body Members | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | 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 | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | 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 Enrichmen | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2035947040 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Park Street | AddressLine1 |
| City | Norwalk | City |
| State | CT | State |
| ZIP Code | 06851 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (28 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| Sally S Grassi | ||||||
| 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 | |
| Katharine Welling | ||||||
| Vice-Chair | 5.00 | X | 0 | 0 | 0 | |
| Mary Brock | ||||||
| Member | 5.00 | X | 0 | 0 | 0 | |
| Joseph Chan | ||||||
| Member | 5.00 | X | 0 | 0 | 0 | |
| Anthony Grassi | ||||||
| Member | 5.00 | X | 0 | 0 | 0 | |
| Howard Greene | ||||||
| Member | 5.00 | X | 0 | 0 | 0 | |
| Leah Kimmet | ||||||
| Member | 5.00 | X | 0 | 0 | 0 | |
| Mary-Jo Hardy Gabel | ||||||
| Treasurer | 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 | |
| Evelyn Moore | ||||||
| Member | 5.00 | X | 0 | 0 | 0 | |
| James Rogers | ||||||
| Member | 5.00 | X | 0 | 0 | 0 | |
| Nicholas Thacher | ||||||
| Member | 5.00 | X | 0 | 0 | 0 | |
| Jane Williams | ||||||
| Chair | 5.00 | X | 0 | 0 | 0 | |
| Lyn Mcnaught | ||||||
| Member | 5.00 | X | 0 | 0 | 0 | |
| Marie Dalbey Tabah | ||||||
| Member | 5.00 | X | 0 | 0 | 0 | |
| Karen L Chaplin | ||||||
| Member | 5.00 | X | 0 | 0 | 0 | |
| Eric L Cochran | ||||||
| Member | 5.00 | X | 0 | 0 | 0 | |
| C Brandon Downs | ||||||
| Member | 5.00 | X | 0 | 0 | 0 | |
| Paul O Hirschbiel | ||||||
| Member | 5.00 | X | 0 | 0 | 0 | |
| Jill Iscol | ||||||
| Member | 5.00 | X | 0 | 0 | 0 | |
| Jenny B Leger | ||||||
| Member | 5.00 | X | 0 | 0 | 0 | |
| Ned Mandel | ||||||
| Member | 5.00 | X | 0 | 0 | 0 | |
| Duncan M O'Brien Jr | ||||||
| Member | 5.00 | X | 0 | 0 | 0 | |
| Lindsay W Ormsby | ||||||
| Secretary | 5.00 | X | 0 | 0 | 0 | |
| Lorna Smith | ||||||
| CEO | 40.00 | 98924 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 98924 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 1515226 | AllOtherContributions |
| Noncash Contributions | 1845 | NoncashContributions |
| Total Contributions | 1515226 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9631 | TotalRevenueColumn |
| Exclusion | $9,631 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1524857 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $9,631 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 214574 | Total |
| Program Services | 214574 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98924 | Total |
| Program Services | 50451 | ProgramServices |
| Management And General | 13849 | ManagementAndGeneral |
| Fundraising | 34624 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 261326 | Total |
| Program Services | 134345 | ProgramServices |
| Management And General | 37973 | ManagementAndGeneral |
| Fundraising | 89008 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7276 | Total |
| Program Services | 3711 | ProgramServices |
| Management And General | 1019 | ManagementAndGeneral |
| Fundraising | 2546 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30893 | Total |
| Program Services | 15750 | ProgramServices |
| Management And General | 4495 | ManagementAndGeneral |
| Fundraising | 10648 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27112 | Total |
| Program Services | 12917 | ProgramServices |
| Management And General | 2489 | ManagementAndGeneral |
| Fundraising | 11706 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15327 | Total |
| Management And General | 15147 | ManagementAndGeneral |
| Fundraising | 180 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8250 | Total |
| Program Services | 8250 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27894 | Total |
| Program Services | 8894 | ProgramServices |
| Management And General | 900 | ManagementAndGeneral |
| Fundraising | 18100 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12052 | Total |
| Program Services | 9844 | ProgramServices |
| Management And General | 391 | ManagementAndGeneral |
| Fundraising | 1817 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21368 | Total |
| Program Services | 7713 | ProgramServices |
| Management And General | 8872 | ManagementAndGeneral |
| Fundraising | 4783 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32172 | Total |
| Program Services | 16404 | ProgramServices |
| Management And General | 4630 | ManagementAndGeneral |
| Fundraising | 11138 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24169 | Total |
| Program Services | 21586 | ProgramServices |
| Management And General | 1282 | ManagementAndGeneral |
| Fundraising | 1301 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44477 | Total |
| Program Services | 40850 | ProgramServices |
| Management And General | 1686 | ManagementAndGeneral |
| Fundraising | 1941 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3466 | Total |
| Management And General | 3466 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Repairs and maintenance | 1337 | 681 | 193 | 463 |
| Insurance | 500 | 0 | 500 | 0 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 831117 | Total |
| Program Services | 545970 | ProgramServices |
| Management And General | 96892 | ManagementAndGeneral |
| Fundraising | 188255 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 482222 | BOY |
| EOY | 1157380 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50000 | BOY |
| EOY | 297195 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2614 | BOY |
| EOY | 5447 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 25612 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 21863 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5136 | BOY |
| EOY | 3749 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52121 | BOY |
| EOY | 61595 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2614 | BOY |
| EOY | 2614 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 594707 | BOY |
| EOY | 1527980 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22802 | BOY |
| EOY | 8250 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 250000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22802 | BOY |
| EOY | 258250 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 521905 | BOY |
| EOY | 594821 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50000 | BOY |
| EOY | 674909 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 571905 | BOY |
| EOY | 1269730 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 594707 | BOY |
| EOY | 1527980 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | 171308 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 473866 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 588050 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 789100 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1515226 | CurrentTaxYear |
| Total | 3537550 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 171308 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 473866 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 588050 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 789100 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1515226 | CurrentTaxYear |
| Total | 3537550 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1557448 | AmountsSubstContributorsTotal |
| Public Support Total170 | 1980102 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8438 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13725 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21596 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8968 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9631 | CurrentTaxYear |
| Total | 62358 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3635 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7783 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | -16656 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | -21805 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4085 | CurrentTaxYear |
| Total | -22958 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 3576950 | TotalSupport |
| Public Support Pertcentage170 | 0.55360 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.70410 | 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
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 25612 | OtherCostOrOtherBasis |
| Depreciation | 21863 | Depreciation |
| Book Value | 3749 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3749 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Passthrough grant liability | Description |
| Amount | $250,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 250000 | TotalOfAmounts |
| Total Revenue | 1524857 | TotalRevenue |
| Total Expenses | 831117 | TotalExpenses |
| Excess Or Deficit For Year | 693740 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 4085 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 4085 | TotalAdjustments |
| Excess Or Deficit Per FS | 697825 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1566810 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 4086 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 37867 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 41953 | RevenueNotRptdF990 |
| Revenue Subtotal | 1524857 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1524857 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 868984 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 37867 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 37867 | ExpensesNotRptdF990 |
| Expenses Subtotal | 831117 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 831117 | TotalExpensesPerForm990 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (14 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 - Maret School | ||||||||||
| 3000 Cathedral Ave | NW | DC | 20008 | 530211355 | 501(c)(3) | 3500 | 2104 | Cost | Evaluation, training and technical assistance | Support for summer and enrichment program |
| Horizons - Savannah Country Day School | ||||||||||
| 824 Stillwood Drive | Savannah | GA | 31419 | 580655290 | 501(c)(3) | 4500 | 2104 | Cost | Evaluation, training and technical assistance | Support for summer and enrichment program |
| Horizons - New Canaan Country School | ||||||||||
| PO Box 997 | New Canaan | CT | 06840 | 060646765 | 501(c)(3) | 6635 | 882 | Cost | Evaluation, training and technical assistance | Support for summer and enrichment program |
| Horizons - Greater Washington | ||||||||||
| 3000 Cathedral Ave | NW | DC | 20008 | 520211355 | 501(c)(3) | 52900 | 2104 | 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) | 10000 | 2104 | 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) | 20000 | 1222 | 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) | 22660 | 1222 | 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) | 8000 | 2104 | Cost | Evaluation, training and technical assistance | Support for summer and enrichment program |
| Horizons - Harley School | ||||||||||
| 1981 Clover Street | Rochester | NY | 14618 | 160755783 | 501(c)(3) | 7225 | 2104 | Cost | Evaluation, training and technical assistance | Support for summer and enrichment program |
| Horizons - Holy Innocents | ||||||||||
| 805 Mount Vernon Highway | Atlanta | GA | 30327 | 581120296 | 501(c)(3) | 10085 | 2104 | 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) | 11900 | 2104 | Cost | Evaluation, training and technical assistance | Support for summer and enrichment program |
| Horizons - Colorado Academy | ||||||||||
| 3800 S Pierce St | Denver | CO | 80235 | 840421874 | 501(c)(3) | 7973 | 2104 | 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) | 7500 | 2104 | 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) | 13832 | 2104 | Cost | Evaluation, training and technical assistance | Support for summer and enrichment program |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 16 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 16 | TotalNbrOfOtherOrganizations |
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 VP of Operations 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 O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 2 | Director Sally Grassi is married to director Anthony Grassi. |
| 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. The audit committee holds a detailed meeting to review and discuss the Form 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. |
| The Organization has a comittee designated to oversee the audit process and financial statements. This process remains the same as in prior years. |
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