2022-03-17T17:00:46-05:00 2021-06-30 351307701 KRUGGEL LAWTON & COMPANY LLC 317 W FRANKLIN ST ELKHART IN 46516 990 2020-07-01 460803293 HORIZON EDUCATION ALLIANCE INC HORI 5749705820 124 E WASHINGTON STREET GOSHEN IN 46528 BRIAN WIEBE PRESIDENT/CEO 5749705820 2022-03-07 1 BRIAN WIEBE XXX-XX-XXXX MARGENE ZINK P01222961 5742642247 2022-03-07 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z BRIAN WIEBE 124 E WASHINGTON STREET GOSHEN IN 46528 2666576 0 X WWW.HEAINDIANA.ORG X 2012 IN HORIZON EDUCATION ALLIANCE EXISTS TO STRENGTHEN COLLABORATION, INCREASE INNOVATION, AND MOVE EVERYONE FROM HOPE TO BELIEF THAT ELKHART COUNTY WILL BE TRANSFORMED THROUGH EDUCATION. 21 21 27 564 0 0 2647574 2305099 309257 361023 -1424 -214 3522 0 2958929 2665908 0 169671 0 0 1379298 1097246 0 0 30782 1874535 826007 3253833 2092924 -294904 572984 308540 930752 54754 103982 253786 826770 X HORIZON EDUCATION ALLIANCE EXISTS TO STRENGTHEN COLLABORATION, INCREASE INNOVATION, AND MOVE EVERYONE FROM HOPE TO BELIEF THAT ELKHART COUNTY WILL BE TRANSFORMED THROUGH EDUCATION. 0 0 838886 118013 THE ADULT PATHWAYS SYSTEM IS FOCUSED ON EXPANDING THE COMPETENCY-BASED APPRENTICESHIP MODEL, WHILE CONTINUING TO MAINTAIN AND STRENGTHEN THE SUPPORT PROGRAMS THAT ALLOW ADULTS FROM DIVERSE BACKGROUNDS TO PARTICIPATE IN CERTIFICATION AND APPRENTICESHIP PROGRAMS. HEA HAS DEVELOPED STRONG PARTNERSHIPS WITH IVY TECH, GOSHEN COLLEGE AND INDUSTRY PARTNERS TO DELIVER THE INDUSTRIAL MANUFACTURING TECHNICIAN (IMT) APPRENTICESHIP, WITH TRACKS IN PRODUCTION AND LOGISTICS. IN ADDITION, APPRENTICESHIP PROGRAMS IN I.T. AND HEALTHCARE FOR ADULTS ARE READY TO LAUNCH. FIVE HIGH SCHOOLS HAVE BEEN SET UP TO SERVE AS SATELLITE SITES THAT CAN SERVE ADULTS (AS WELL AS STUDENTS) IN THE IMT PROGRAM WITH UNLIMITED USER LICENSES, CREATING EFFICIENCIES AND REDUCING COSTS THAT WILL HELP SUPPORT SUSTAINABILITY. THE INVESTMENT OF TIME AND RESOURCES IN DEVELOPING AND DOCUMENTING THE IMT PROCESS IS FACILITATING REPLICATION IN OTHER MANUFACTURING PROGRAMS, AS WELL AS PROGRAMS IN ADDITIONAL SECTORS. ADDITIONALLY, THROUGH HEA'S PARTNERSHIPS, WE ARE ABLE TO REACH DIVERSE POPULATIONS: HEA IS PARTNERING WITH LABOR INSTITUTE FOR TRAINING (LIFT) AND GOSHEN COLLEGE TO DELIVER THE CERTIFIED PRODUCTION TECHNICIAN (CPT) TRAINING (WHICH IS THE FIRST COMPONENT OF THE IMT APPRENTICESHIP) IN SPANISH. HEA'S FUNDING FROM THE DEPARTMENT OF WORKFORCE DEVELOPMENT (DWD) 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 PRE-APPRENTICESHIP CERTIFICATION PROGRAMS AND APPRENTICESHIP PROGRAMS. THE IET FUNDING SUPPORTS HEA'S PARTNERSHIP WITH GRACE COLLEGE AND THE ELKHART COUNTY JAIL TO DELIVER THE CERTIFIED LOGISTICS ASSOCIATE (CLA) CERTIFICATION TO INCARCERATED ADULTS. HEA CONTINUES TO SERVE ADULTS IN THE HIGH SCHOOL EQUIVALENCY (HSE) PROGRAM, ENGLISH LANGUAGE LEARNING (ELL) PROGRAM AND LITERACY PROGRAM AS WELL, WITH A FOCUS ON TRANSITIONING ADULTS FROM THESE PROGRAMS INTO THE PRE-APPRENTICESHIP OR APPRENTICESHIP PROGRAMS. HEA ALSO PROVIDES REMEDIATION SERVICES FOR ADULTS IN THE APPRENTICESHIP PROGRAMS, WITH EACH ADULT COMPLETING AN INTAKE PROCESS THAT INCLUDES ASSESSMENTS OF BASIC SKILLS TO ENSURE THEY ARE PREPARED FOR SUCCESS IN THE PROGRAM. 561039 164671 40000 THE STUDENT PATHWAYS SYSTEM IS FOCUSED ON TWO PRIORITIES: 1) CAREER AWARENESS AND EXPLORATION INITIATIVES AND 2) YOUTH APPRENTICESHIPS, WITH THE GOAL THAT ALL ELKHART COUNTY STUDENTS GRADUATE FROM HIGH SCHOOL WITH AN IDENTIFIED CAREER PATHWAY THAT INTEGRATES RELEVANT HANDS-ON EXPERIENCE AND POSTSECONDARY EDUCATION OPPORTUNITIES. CAREER QUEST, MANUFACTURING DAY AND AN INTRODUCTION TO APPRENTICESHIPS ARE ALL INTEGRATED AS PART OF THIS CORE CURRICULUM. 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 NOW REACHES ALL 8TH GRADERS EACH YEAR. INDUSTRY-INFUSED PROJECT-BASED LEARNING HAS INCLUDED ABOUT FIFTY TEACHERS EACH YEAR, WHO ARE PAIRED WITH BUSINESS PARTNERS TO DEVELOP AND IMPLEMENT AUTHENTIC PROJECTS WITH STUDENTS. INDUSTRY-INFUSED PBL CAN BE IMPLEMENTED IN CLASSROOMS ACROSS K-12, BUT THERE HAS BEEN A PARTICULAR FOCUS ON LATE MIDDLE SCHOOL AND EARLY HIGH SCHOOL.ELKHART COUNTY HAS MADE SIGNIFICANT PROGRESS IN THE DESIGN AND IMPLEMENTATION OF A YOUTH APPRENTICESHIP MODEL. ALL SEVEN SCHOOL DISTRICTS, IVY TECH, AND LOCAL BUSINESSES COLLABORATED TO LAUNCH YOUTH APPRENTICESHIPS ACROSS 7 PATHWAYS: ADVANCED MANUFACTURING, BUSINESS, EDUCATION, FINANCIAL SERVICES, HEALTHCARE, INFORMATION TECHNOLOGY, PARALEGAL, WITH 17 APPRENTICES IN THE 2020-2021 SCHOOL YEAR. THE STRUCTURES ARE BEING PUT INTO PLACE TO EXPAND TO A MUCH HIGHER NUMBER OF APPRENTICES IN UPCOMING YEARS. ALL 17 APPRENTICESHIPS ARE REGISTERED WITH THE UNITED STATES DEPARTMENT OF LABOR WITH EACH BUSINESS PARTNER SERVING AS THE SPONSOR. THE YOUTH APPRENTICESHIP TEAM ALSO WORKS WITH BUSINESSES TO BECOME SITES FOR APPRENTICES AND TO UPLOAD JOB POSTINGS TO OUR APPRENTICESHIP PORTAL IN TIME TO MATCH WITH INTERESTED STUDENTS EACH SPRING. OUR TEAM HAS CONTINUED TO WORK CLOSELY WITH CAREERWISE COLORADO FOR TECHNICAL ASSISTANCE AND SUPPORT, AND WE ARE ALSO PART OF THE NATIONAL PARTNERSHIP TO ADVANCE YOUTH APPRENTICESHIP (PAYA) NETWORK AND THE STATE DESIGN TEAM FOR YOUTH APPRENTICESHIPS. 313687 5000 184310 THE TRIPLE P POSITIVE PARENTING PROGRAM FOCUSES ON STRONG FOUNDATIONS FOR LEARNING CENTERS ON THE GOAL THAT ALL CHILDREN AND YOUTH IN ELKHART COUNTY THRIVE IN ALL ASPECTS OF THEIR DEVELOPMENT THROUGH EXPERIENCING NURTURING ENVIRONMENTS - ENVIRONMENTS THAT SUPPORT PRO-SOCIAL DEVELOPMENT, ARE RESPONSIVE TO THEIR NEEDS, AND LIMIT EXPOSURE TO TOXIC STRESS - IN THEIR HOMES, SCHOOLS AND COMMUNITIES. HEA COORDINATES THE TRIPLE P POSITIVE PARENTING PROGRAM, WHICH IS BEING IMPLEMENTED IN PARTNERSHIP WITH CHILD AND PARENT SERVICES (CAPS), SOCIAL SERVICE AGENCIES, SCHOOLS, LIBRARIES, HOSPITALS AND HEALTH CENTERS, EARLY CHILDHOOD CENTERS AND OTHER COMMUNITY ORGANIZATIONS. TRIPLE P IS THE MOST EVIDENCE-BASED PARENTING PROGRAM IN THE WORLD, AND THE ONLY PARENTING SUPPORT SYSTEM DESIGNED TO SERVE ALL PARENTS THROUGH OFFERING PARENTING SUPPORT AT DIFFERENT LEVELS OF INTENSITY AT SETTINGS THROUGHOUT THE COMMUNITY. TRIPLE P ENCOURAGES PARENTS TO CHOOSE STRATEGIES THAT WORK FOR THEM AND HELPS PARENTS APPLY THE SKILLS THEY LEARN TO MULTIPLE PARENTING STRUGGLES, SO THAT THEY BECOME SELF-SUFFICIENT, CONFIDENT PARENTS. 70360 18700 EARLY LEARNING: KINDERGARTEN READINESS CONTINUES TO SURFACE AS A KEY INDICATOR FOR SUCCESS IN THE LATER YEARS. AS PART OF THE ONGOING ATTENTION TO A LIFESPAN APPROACH, HEA RECOGNIZES THAT EARLY LEARNING AND CHILD DEVELOPMENT HAPPENS IN MANY DIFFERENT CONTEXTS FROM BIRTH THROUGH THE EARLY YEARS WHICH MAKE IT CRITICAL TO ENSURE THAT CHILDREN AND YOUTH IN ELKHART COUNTY: 1) THRIVE IN ALL ASPECTS OF THEIR DEVELOPMENT THROUGH EXPERIENCING NURTURING ENVIRONMENTS - ENVIRONMENTS THAT SUPPORT PRO-SOCIAL DEVELOPMENT, ARE RESPONSIVE TO THEIR NEEDS, AND LIMIT EXPOSURE TO TOXIC STRESS - IN THEIR HOMES, SCHOOLS AND COMMUNITIES AND 2) EXPERIENCE EDUCATIONAL OPPORTUNITIES OR SETTINGS IN THE HOME, DAYCARE OR PRESCHOOL THAT SUPPORT THE INTEGRATION OF THE FOUNDATIONAL, SOCIAL-EMOTIONAL, DEVELOPMENTAL AND ACADEMIC SKILLS FOR SUCCESS IN SCHOOL AND LIFE. TO THIS END, HEA HAS ENGAGED IN RESEARCH, COLLABORATION AND STRATEGIC COMMUNITY ENGAGEMENT TO CONSIDER THE EXPANSION OF HIGH-QUALITY LEARNING OPPORTUNITIES AND FAMILY ENGAGEMENT STRATEGIES FOR CHILDREN AGES 0-5 TO ENSURE READINESS FOR KINDERGARTEN. THESE EFFORTS HAVE INVOLVED EARLY INVESTMENTS OF TIME AND RESOURCES FROM LOCAL PARTNERSHIPS BEYOND HEA STAFF THAT INCLUDED MEMBERS OF THE HEA BOARD OF DIRECTORS, LOCAL EMPLOYERS, COMMUNITY MEMBERS, THE COMMUNITY FOUNDATION OF ELKHART COUNTY, AND THE SOURCE (HOSTED BY OAKLAWN). HEA HAS ALSO INVESTED IN FACILITATION SUPPORT FROM TAMARACK INSTITUTE, WHO WILL CONTINUE TO GUIDE OUR LEARNING ABOUT SYSTEMS-LEVEL SUPPORT AND PLANNING FOR EARLY LEARNING AS WELL AS BUILD OUR CAPACITY FOR LEADING FUTURE WORK AT THE SYSTEMS LEVEL. 70360 18700 1783972 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 21 0 27 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 IN X CINDI DIXON 5749705820 124 E WASHINGTON STREET GOSHEN IN 46528 DR DAVID BALKIN DIRECTOR 1.00 X 0 0 0 VICKI BECKER DIRECTOR 1.00 X 0 0 0 DR SCOT CRONER DIRECTOR 1.00 X 0 0 0 GENE CRUSIE DIRECTOR 1.00 X 0 0 0 DR BOB EVANS DIRECTOR 1.00 X 0 0 0 DAN FUNSTON DIRECTOR 1.00 X 0 0 0 LISA GUEDEA-CARRENO DIRECTOR 1.00 X 0 0 0 BRIAN HALL DIRECTOR 1.00 X 0 0 0 DR STEVE HOPE DIRECTOR 1.00 X 0 0 0 PHIL JENKINS DIRECTOR 1.00 X 0 0 0 LAURIE NAFZIGER DIRECTOR 1.00 X 0 0 0 DAN OAKLEY DIRECTOR 1.00 X 0 0 0 BYRON SANDERS DIRECTOR 1.00 X 0 0 0 BRIAN SMITH DIRECTOR 1.00 X 0 0 0 TIM TAHARA DIRECTOR 1.00 X 0 0 0 DR STEVE THALHEIMER DIRECTOR 1.00 X 0 0 0 SUZANNE WEIRICK DIRECTOR 1.00 X 0 0 0 KEN JULIAN DIRECTOR 1.00 X 0 0 0 DR REBECCA STOLTZFUS SECRETARY 1.00 X X 0 0 0 RANDY CHRISTOPHEL TREASURER 1.00 X X 0 0 0 WILL WEED VICE CHAIR 1.00 X X 0 0 0 JANE ALLEN CHAIR 1.00 X X 0 0 0 BRIAN WIEBE PRESIDENT/CEO 50.00 X 109343 0 17014 109343 0 17014 1 0 0 0 GOSHEN COLLEGE 1700 S MAIN ST GOSHEN IN 46526 ENL INSTRUCTION AND COACHING 176500 1 1119360 1185739 2305099 PROGRAM DELIVERY 611710 118013 118013 CONSULTING SERVICES 611710 110680 110680 CCCEC SUPPORT SERVICES 611710 93630 93630 YOUTH APPRENTICESHIP P 611710 20000 20000 PROGRAM EVALUATION SER 611710 18700 18700 361023 454 668 -214 -214 -214 2665908 361023 0 -214 X 169671 169671 130646 89469 23790 17387 780710 698433 82277 116501 106111 8122 2268 69389 61008 7058 1323 13923 13923 427256 388972 30216 8068 18374 15520 1243 1611 36238 26098 10115 25 41729 29324 12405 29990 3000 26990 8996 1810 7186 6743 3956 2787 27556 21781 5775 10324 10324 EDUCATIONAL PROGRAMS AN 191676 167629 23947 100 MEMBERSHIPS AND DUES 13202 1190 12012 2092924 1783972 278170 30782 183743 810667 199272 79187 124797 120085 308540 930752 54754 103982 54754 103982 X 49944 557824 203842 268946 253786 826770 308540 930752 572984 0 X X 0 1 X 1 0 X 1278968 1387636 2002065 2647574 2305099 9621342 1278968 1387636 2002065 2647574 2305099 9621342 132684 9488658 3573 14001 15466 3522 36562 9657904 933922 0.98250 0.97660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 199272 79187 120085 120085 X 2665908 0 2665908 0 2665908 2092924 0 2092924 0 2092924 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 2017 THROUGH 2019 FEDERAL AND STATE EXEMPT ORGANIZATION RETURNS REMAIN SUBJECT TO EXAMINATION BY THE IRS AND THE STATE TAXING AUTHORITY. 1 FIVE STAR LIFE 2204 CALIFORNIA ROAD ELKHART IN 46514 463463430 501(C)(3) 85753 SUPPORT FOR YOUTH PROGRAMS AFFECTED BY COVID ULEAD INC 212 S MAIN STREET STE 2 GOSHEN IN 46526 352049624 501(C)(3) 17429 SUPPORT FOR YOUTH PROGRAMS AFFECTED BY COVID U-TURN MINISTRIES OF GOSHEN INC (DBA THE POST) 301 E LINCOLN AVE GOSHEN IN 46518 371416520 501(C)(3) 48091 SUPPORT FOR YOUTH PROGRAMS AFFECTED BY COVID GOSHEN COLLEGE INC 1700 S MAIN ST GOSHEN IN 46526 352158366 501(C)(3) 18398 SUPPORT FOR STUDENT AND PARENTING PROGRAMS 4 PART I, LINE 2: AT THE END OF THE GRANT PERIOD, THE ORGANIZATION RECEIVED A REPORT FROM EACH ORGANIZATION DETAILING HOW THE FUNDS WERE SPENT AND WHAT WAS ACCOMPLISHED. 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 IX, LINE 11G CONTRACTORS: PROGRAM SERVICE EXPENSES 132,027. MANAGEMENT AND GENERAL EXPENSES 412. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 132,439. COMMUNICATION/MARKETING CONSULTING: PROGRAM SERVICE EXPENSES 1,083. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 1,667. TOTAL EXPENSES 2,750. PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,394. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,394. CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 27,779. MANAGEMENT AND GENERAL EXPENSES 16,170. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 43,949. TRIPLE P CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 6,400. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,400. CONTRACTED SERVICES (NON-AGENCY): PROGRAM SERVICE EXPENSES 216,907. MANAGEMENT AND GENERAL EXPENSES 5,284. FUNDRAISING EXPENSES 6,401. TOTAL EXPENSES 228,592. PROF DEV PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 3,910. MANAGEMENT AND GENERAL EXPENSES 3,956. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,866. TRANSLATION SERVICES: PROGRAM SERVICE EXPENSES 866. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 866. FORM 990, PART XII, LINE 1: MODIFIED CASH BASIS