HORIZON CHARTER SCHOOL: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HORIZON CHARTER SCHOOL (EIN 68-0474221)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-16
- IRS object ID
- 202241369349313949
- Schema version
- 2020v4.0
- 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) |
|---|---|---|
| Return | 2022-05-16T16:23:13-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953239468 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FEDDERSEN & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28632 ROADSIDE DR STE 265 | AddressLine1Txt |
| City | AGOURA HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 913016300 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680474221 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HORIZON CHARTER SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HORI | BusinessNameControlTxt |
| Phone | 9164085200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 NICOLAUS ROAD 100 | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95648 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAY STEWART | PersonNm |
| Person Title | CHIEF BUSINESS OFF | PersonTitleTxt |
| Phone | 9164085200 | PhoneNum |
| Signature | 2022-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAY | PersonFirstNm |
| Person Last | STEWART | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KURT FEDDERSEN | PreparerPersonNm |
| PTIN | P00038996 | PTIN |
| Phone | 8187074111 | PhoneNum |
| Preparation | 2022-05-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAY STEWART | PrincipalOfficerNm |
| Gross Receipts | $24,302,373 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HORIZONCHARTERSCHOOL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | HORIZON CHARTER SCHOOL EXISTS TO FULFILL THE EDUCATIONAL NEEDS OF ITS STUDENTS BY PROVIDING A BROAD RANGE OF LEARNING CHOICES SO THAT EACH AND EVERY STUDENT MAY HAVE THE OPPORTUNITY TO REACH HIS OR HER FULL EDUCATIONAL POTENTIAL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 229 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $22,803,106 | PYContributionsGrantsAmt |
| CY Contributions Grants | $23,880,956 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $116,916 | PYInvestmentIncomeAmt |
| CY Investment Income | $30,261 | CYInvestmentIncomeAmt |
| PY Other Revenue | $180,621 | PYOtherRevenueAmt |
| CY Other Revenue | $391,156 | CYOtherRevenueAmt |
| PY Total Revenue | $23,100,643 | PYTotalRevenueAmt |
| CY Total Revenue | $24,302,373 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $15,890,105 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $15,966,349 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,949,557 | PYOtherExpensesAmt |
| CY Other Expenses | $7,128,985 | CYOtherExpensesAmt |
| PY Total Expenses | $23,839,662 | PYTotalExpensesAmt |
| CY Total Expenses | $23,095,334 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$739,019 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,207,039 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,046,906 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,258,009 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $796,540 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $800,604 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,250,366 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,457,405 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | HORIZON CHARTER SCHOOL EXISTS TO FULFILL THE EDUCATIONAL NEEDS OF ITS STUDENTS BY PROVIDING A BROAD RANGE OF LEARNING CHOICES SO THAT EACH AND EVERY STUDENT MAY HAVE THE OPPORTUNITY TO REACH HIS OR HER FULL EDUCATIONAL POTENTIAL. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $17,590,453 | ExpenseAmt |
| Desc | HORIZON CHARTER SCHOOLS ARE USING A SYSTEM OF DATA-BASED DECISION MAKING TO IMPROVE THE ACADEMIC ACHIEVEMENT OF ALL OF OUR STUDENTS. WE DEVELOP PERSONALIZED LEARNING PLANS FOR EACH OF OUR STUDENTS USING CURRICULUM-BASED MEASUREMENT AND STANDARDIZED TESTING INFORMATION. WE ADMINISTER QUARTERLY BENCHMARK ASSESSMENTS ON MATHEMATICS AND ENGLISH-LANGUAGE ARTS AND TWICE YEARLY WRITING PROMPTS. THE RESULTS OF INDIVIDUAL STUDENT, PROGRAM, REGION, AND SCHOOL-WIDE PERFORMANCE ARE ROUTINELY ANALYZED USING A USER- FRIENDLY TOOL CALLED DATA DIRECTOR. PERFORMANCE DATA FROM THE STAR CST, CELDT, CAHSEE, CAPA AND CAT 6 ARE ALSO INCLUDED IN DATA DIRECTOR. OUR TEACHERS, PRINCIPALS, PROGRAM COORDINATORS AND DISTRICT ADMINISTRATIVE STAFF ANALYZE THESE RESULTS BY PERFORMANCE STRENGTHS AND WEAKNESSES. STUDENTS WHO PERFORMED IN THE BASIC RANGE ARE ENCOURAGED TO USE THE RECOMMENDED STRATEGIC INTERVENTION CURRICULUM AND TO ENROLL IN SMALL GROUP INSTRUCTION. STUDENTS SCORING FAR BELOW BASIC AND BELOW BASIC ARE STEERED TOWARD INTENSIVE INTERVENTION CURRICULA AND/OR DIRECT INSTRUCTION CLASSES. WE INCORPORATE A RESPONSE TO INTERVENTION SYSTEM INCLUDING THESE AND MANY OTHER INTERVENTION STRATEGIES. WE SET ANNUAL SCHOOL-WIDE ACADEMIC ACHIEVEMENT GOALS IN MATHEMATICS AND ENGLISH-LANGUAGE ARTS. A COMPREHENSIVE SCHOOL-WIDE CONTINUOUS IMPROVEMENT ACTION PLAN IS BEING IMPLEMENTED, MONITORED AND REVISED, AS NECESSARY, FOR EACH ACADEMIC ACHIEVEMENT GOAL. EACH DEPARTMENT, PROGRAM AND REGION HAS ALSO SET ACADEMIC ACHIEVEMENT GOALS IN THESE THREE AREAS AND IS IMPLEMENTING TARGETED STRATEGIES TO ACHIEVE THEM. COMPARED TO SIMILAR CHARTER SCHOOLS, HORIZON CHARTER SCHOOLS ARE PERFORMING HIGHER ACADEMICALLY. | Desc |
| Total Program Service Expenses | $17,590,453 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 256 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 229 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | Yes (true) | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HORIZON CHARTER SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9164085200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 NICOLAUS ROAD | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95648 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | OfficerOfficerInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| CYNTHIA D V WOOD | ||||||||
| PAST SUPERIN | 40.00 | Yes (X) | $247,365 | $0 | $62,880 | |||
| TERRI MCGILL | ||||||||
| ASST SUPERIN | 40.00 | Yes (X) | $137,565 | $0 | $43,537 | |||
| KELLY COLLINS | ||||||||
| CHIEF ACADEM | 40.00 | Yes (X) | $132,523 | $0 | $32,123 | |||
| CAITLIN HARTMAN | ||||||||
| DIR CURR & P | 40.00 | Yes (X) | $123,408 | $0 | $33,456 | |||
| LEZLEY HOLMES | ||||||||
| DIR SPECIAL | 40.00 | $123,408 | $0 | $33,413 | Yes (X) | |||
| ERIC D SWEIVEN | ||||||||
| DIR ONLINE L | 40.00 | Yes (X) | $123,408 | $0 | $33,108 | |||
| CATHERINE KASLAN | ||||||||
| REGIONAL ADM | 40.00 | $119,229 | $0 | $23,110 | Yes (X) | |||
| YVONNE ALLEN | ||||||||
| DIR OF BUSIN | 40.00 | Yes (X) | $106,682 | $0 | $35,119 | |||
| SHAWNA BASTIAN | ||||||||
| REGIONAL ADM | 40.00 | $109,964 | $0 | $30,932 | Yes (X) | |||
| JEREMY A OGZEWALLA | ||||||||
| REGIONAL ADM | 40.00 | $109,964 | $0 | $30,732 | Yes (X) | |||
| LIZETTE SWEIVEN | ||||||||
| VLI TEACHER | 40.00 | Yes (X) | $111,439 | $0 | $27,874 | |||
| REBECCA TABER-GIACOMINI | ||||||||
| PARENT LIASO | 40.00 | $108,348 | $0 | $30,619 | Yes (X) | |||
| JAY STEWART | ||||||||
| CHIEF BUSINE | 40.00 | $19,880 | $0 | $0 | Yes (X) | |||
| ELAINE PALMER | ||||||||
| PARENT REP | 2.50 | $5,292 | $0 | $0 | Yes (X) | |||
| JOE DUTRA | ||||||||
| PRESIDENT | 2.50 | $5,027 | $0 | $0 | Yes (X) | |||
| JIM TRIMBLE | ||||||||
| COMMUNITY RE | 2.50 | $2,381 | $0 | $0 | Yes (X) | |||
| JEFF RODZEN | ||||||||
| PARENT REP | 2.50 | $0 | $0 | $0 | Yes (X) | |||
| LISA ROMERO | ||||||||
| PARENT REP | 2.50 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,585,883 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $416,903 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 15 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NICOLAUS ROAD | |||||
| 1508 EUREKA ROAD 203 | ROSEVILLE | CA | 95678 | RENT | $339,016 |
| TALFORD BRAMMER | |||||
| 5896 MARETA LANE | LOOMIS | CA | 95650 | RENT | $205,639 |
| JOSEPH S AND JOAN W HOWARD | |||||
| 5605 SANTA MONICA BLVD SUITE 75763 | LOS ANGELES | CA | 90069 | RENT | $197,756 |
| A BRIGHTER CHILD | |||||
| 8137 GREENBACK LANE | FAIR OAKS | CA | 95628 | CURRICULUM | $146,470 |
| ALEXANDER V ANTIPOV DDS INC | |||||
| 911 RESERVE DRIVE SUITE 150 | ROSEVILLE | CA | 95678 | RENT | $139,629 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 12 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $23,880,956 | GovernmentGrantsAmt |
| Total Contributions | $23,880,956 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,261 | TotalRevenueColumnAmt |
| Exclusion | $30,261 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $391,156 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $391,156 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $391,156 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,302,373 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $391,156 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $30,261 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,427,859 | TotalAmt |
| Program Services | $9,418,317 | ProgramServicesAmt |
| Management And General | $3,009,542 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,068,907 | TotalAmt |
| Program Services | $1,473,403 | ProgramServicesAmt |
| Management And General | $595,504 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,015,028 | TotalAmt |
| Program Services | $772,691 | ProgramServicesAmt |
| Management And General | $242,337 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $454,555 | TotalAmt |
| Program Services | $346,030 | ProgramServicesAmt |
| Management And General | $108,525 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,833 | TotalAmt |
| Management And General | $268,833 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,000 | TotalAmt |
| Management And General | $30,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,477,072 | TotalAmt |
| Program Services | $2,477,072 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,950 | TotalAmt |
| Management And General | $47,950 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $254,891 | TotalAmt |
| Program Services | $183,394 | ProgramServicesAmt |
| Management And General | $71,497 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,408 | TotalAmt |
| Management And General | $18,408 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,084,392 | TotalAmt |
| Program Services | $961,927 | ProgramServicesAmt |
| Management And General | $122,465 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,787 | TotalAmt |
| Program Services | $2,787 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,948 | TotalAmt |
| Program Services | $8,948 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,658 | TotalAmt |
| Management And General | $119,658 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270,052 | TotalAmt |
| Management And General | $270,052 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| TEXTBOOKS & SUPPLIES | $1,992,109 | $1,936,515 | $55,594 |
| DISTRICT OVERSIGHT | $236,860 | $236,860 | |
| EQUIPMENT LEASES | $181,743 | $181,743 | |
| OTHER SERVICES | $114,307 | $114,307 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,975 | TotalAmt |
| Program Services | $9,369 | ProgramServicesAmt |
| Management And General | $11,606 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,095,334 | TotalAmt |
| Program Services | $17,590,453 | ProgramServicesAmt |
| Management And General | $5,504,881 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $677,961 | BOYAmt |
| EOY | $887,694 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,943,815 | BOYAmt |
| EOY | $4,569,386 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,137,668 | BOYAmt |
| EOY | $4,603,193 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $554,016 | BOYAmt |
| EOY | $600,375 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,025,155 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,481,426 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $663,387 | BOYAmt |
| EOY | $543,729 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,059 | BOYAmt |
| EOY | $53,632 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,046,906 | BOYAmt |
| EOY | $11,258,009 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $660,784 | BOYAmt |
| EOY | $545,446 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,207 | BOYAmt |
| EOY | $111,553 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,549 | BOYAmt |
| EOY | $143,605 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $796,540 | BOYAmt |
| EOY | $800,604 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,226,920 | BOYAmt |
| EOY | $5,433,959 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,023,446 | BOYAmt |
| EOY | $5,023,446 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,250,366 | BOYAmt |
| EOY | $10,457,405 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,046,906 | BOYAmt |
| EOY | $11,258,009 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,207,039 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,910,648 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,369,945 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,694,860 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,803,106 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,880,956 | CurrentTaxYearAmt |
| Total | $106,659,515 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,910,648 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,369,945 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,694,860 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,803,106 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,880,956 | CurrentTaxYearAmt |
| Total | $106,659,515 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $106,659,515 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $163,737 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $185,096 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $142,102 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $116,916 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,261 | CurrentTaxYearAmt |
| Total | $638,112 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $107,297,627 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,972,328 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99410 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99330 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $129,691 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,297 | DepreciationAmt |
| Book Value | $98,394 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,895,464 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,450,129 | DepreciationAmt |
| Book Value | $445,335 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $543,729 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED PAYROLL | Desc |
| Amt | $143,605 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $143,605 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $24,302,373 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $24,302,373 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $24,302,373 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $23,095,334 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $23,095,334 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $23,095,334 | TotalExpensesPerForm990Amt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|
| CYNTHIA D V WOOD | |||
| PAST SUPERINTENDENT | $247,365 | $62,880 | $310,245 |
| TERRI MCGILL | |||
| ASST SUPERINTENDENT | $137,565 | $43,537 | $181,102 |
| KELLY COLLINS | |||
| CHIEF ACADEMIC OFF | $132,523 | $32,123 | $164,646 |
| CAITLIN HARTMAN | |||
| DIR CURR & PROF LRNG | $123,408 | $33,456 | $156,864 |
| LEZLEY HOLMES | |||
| DIR SPECIAL EDU | $123,408 | $33,413 | $156,821 |
| ERIC D SWEIVEN | |||
| DIR ONLINE LEARNING | $123,408 | $33,108 | $156,516 |
| YVONNE ALLEN | |||
| DIR OF BUSINESS SVCS | $106,682 | $35,119 | $141,801 |
| LIZETTE SWEIVEN | |||
| VLI TEACHER | $111,439 | $27,874 | $139,313 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | HORIZON CHARTER SCHOOL EXISTS TO FULFILL THE EDUCATIONAL NEEDS OF ITS STUDENTS BY PROVIDING A BROAD RANGE OF LEARNING CHOICES SO THAT EACH AND EVERY STUDENT MAY HAVE THE OPPORTUNITY TO REACH HIS OR HER FULL EDUCATIONAL POTENTIAL. |
| FORM 990, PAGE 2, PART III, LINE 4A | HORIZON CHARTER SCHOOLS ARE USING A SYSTEM OF DATA-BASED DECISION MAKING TO IMPROVE THE ACADEMIC ACHIEVEMENT OF ALL OF OUR STUDENTS. WE DEVELOP PERSONALIZED LEARNING PLANS FOR EACH OF OUR STUDENTS USING CURRICULUM-BASED MEASUREMENT AND STANDARDIZED TESTING INFORMATION. WE ADMINISTER QUARTERLY BENCHMARK ASSESSMENTS ON MATHEMATICS AND ENGLISH-LANGUAGE ARTS AND TWICE YEARLY WRITING PROMPTS. THE RESULTS OF INDIVIDUAL STUDENT, PROGRAM, REGION, AND SCHOOL-WIDE PERFORMANCE ARE ROUTINELY ANALYZED USING A USER- FRIENDLY TOOL CALLED DATA DIRECTOR. PERFORMANCE DATA FROM THE STAR CST, CELDT, CAHSEE, CAPA AND CAT 6 ARE ALSO INCLUDED IN DATA DIRECTOR. OUR TEACHERS, PRINCIPALS, PROGRAM COORDINATORS AND DISTRICT ADMINISTRATIVE STAFF ANALYZE THESE RESULTS BY PERFORMANCE STRENGTHS AND WEAKNESSES. STUDENTS WHO PERFORMED IN THE BASIC RANGE ARE ENCOURAGED TO USE THE RECOMMENDED STRATEGIC INTERVENTION CURRICULUM AND TO ENROLL IN SMALL GROUP INSTRUCTION. STUDENTS SCORING FAR BELOW BASIC AND BELOW BASIC ARE STEERED TOWARD INTENSIVE INTERVENTION CURRICULA AND/OR DIRECT INSTRUCTION CLASSES. WE INCORPORATE A RESPONSE TO INTERVENTION SYSTEM INCLUDING THESE AND MANY OTHER INTERVENTION STRATEGIES. WE SET ANNUAL SCHOOL-WIDE ACADEMIC ACHIEVEMENT GOALS IN MATHEMATICS AND ENGLISH-LANGUAGE ARTS. A COMPREHENSIVE SCHOOL-WIDE CONTINUOUS IMPROVEMENT ACTION PLAN IS BEING IMPLEMENTED, MONITORED AND REVISED, AS NECESSARY, FOR EACH ACADEMIC ACHIEVEMENT GOAL. EACH DEPARTMENT, PROGRAM AND REGION HAS ALSO SET ACADEMIC ACHIEVEMENT GOALS IN THESE THREE AREAS AND IS IMPLEMENTING TARGETED STRATEGIES TO ACHIEVE THEM. COMPARED TO SIMILAR CHARTER SCHOOLS, HORIZON CHARTER SCHOOLS ARE PERFORMING HIGHER ACADEMICALLY. |
| FORM 990, PAGE 6, PART VI, LINE 9 | CYNTHIA D. V. WOOD |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FULL FORM 990 IS REVIEWED BY THE CEO AND IS DISTRIBUTED TO THE ENTIRE BOARD FOR REVIEW PRIOR TO FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ALL OFFICERS, DIRECTORS AND EMPLOYEES ARE REQUIRED TO SUBMIT AN ANNUAL CONFLICT OF INTEREST POLICY. HORIZON CHARTER SCHOOL ADMINISTRATION SHALL REVIEW ALL SUBMITTED INFORMATION AND DETERMINE IF A CONFLICT EXISTS. IN THE EVENT A CONFLICT OF INTEREST HAS BEEN DETERMINED, THE EMPLOYEE SHALL BE NOTIFIED AND GIVEN THE OPPORTUNITY TO RESIGN FROM THE OTHER EMPLOYER OR RESIGN FROM HORIZON CHARTER SCHOOLS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE HUMAN RESOURCES DEPARTMENT ANNUALLY REVIEWS THE TOP MANAGEMENT OFFICIAL'S COMPENSATION IN COMPARISON WITH LIKE SCHOOLS. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE HUMAN RESOURCES DEPARTMENT ANNUALLY REVIEWS COMPENSATION FOR THE ORGANIZATION'S OTHER OFFICER(S) IN COMPARISON WITH LIKE SCHOOLS IN ACCORDANCE WITH THE EMPLOYEE'S POSITION(S). |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL SERVICES 715,018 0 0 INSTRUCTIONAL VENDORS/CONSULT 1,762,054 0 0 TOTAL 2,477,072 0 0 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HORIZON LEARNING CENTER LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 NICHOLAS RD | AddressLine1Txt |
| Address Line2 | SUITE 100 | AddressLine2Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 956489660 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 901500577 | EIN |
| Primary Activities | INACTIVE | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HORIZON | BusinessNameLine1Txt |
| Business Name Line2 | CHARTER SCHOOL | BusinessNameLine2Txt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R | FormAndLineReferenceDesc |
| Explanation | THE FILING ORGANIZATION CONTROLS THE GRANTEE ORGANIZATION; THEREFORE, THE ORGANIZATION HAS THE ABILITY TO MONITOR THE USE OF FUNDS. | ExplanationTxt |