2018-04-04T20:43:43-05:00 2017-06-30 351307701 KRUGGEL LAWTON & COMPANY LLC 317 W FRANKLIN ST ELKHART IN 46516 990 2016-07-01 460803293 HORIZON EDUCATION ALLIANCE INC HORI 5749705820 124 E WASHINGTON STREET GOSHEN IN 46528 BRIAN WIEBE EXECUTIVE DIRECTOR 5749705820 2018-03-26 1 MARGENE ZINK P01222961 5742642247 2018-03-26 199.58.74.130 2018-03-26 18:34:51 ED P FF2F978DBB40762F5ADBCA74BF18E40DEAEDDE2C D0FBA37929D0EDFF25265DDB8A0581F7BD777E9F 2016 2021-01-29 14:40:06Z BRIAN WIEBE 124 E WASHINGTON STREET GOSHEN IN 46528 1299106 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 THOUGH EDUCATION. 19 19 11 252 0 0 809336 1278968 35734 16565 0 0 3086 3573 848156 1299106 0 0 0 0 278706 646655 0 0 103354 408744 643429 687450 1290084 160706 9022 337481 346503 0 0 337481 346503 X HORIZON EDUCATION ALLIANCE, INC. EXISTS TO SPUR INNOVATION, SECURE COLLABORATION, AND TO TURN HOPE INTO BELIEF THAT ELKHART COUNTY WILL BE TRANSFORMED THROUGH EDUCATION. 0 0 189040 HEA'S ADULT EDUCATION PROGRAM SERVES APPROXIMATELY 200 ADULT LEARNERS ANNUALLY. USING AN ON-LINE, DISTANCE LEARNING INSTRUCTIONAL TOOL PAIRED WITH REGULAR SUPPORT, A 15-HOUR ORIENTATION AND TARGETED FACE-TO-FACE INSTRUCTION, HEA HIGH SCHOOL EQUIVALENCY (HSE) COACHES SUPPORT STUDENTS IN REACHING THE GOAL OF ATTAINING A HIGH SCHOOL DIPLOMA. IN ADDITION, 50 TRAINED VOLUNTEER TUTOR/MENTORS ARE AVAILABLE FOR ONE-ON-ONE TUTORING SUPPORT FOR STRUGGLING ADULT LEARNERS THROUGH THE ELKHART LITERACY PROJECT. HEA ADULT EDUCATION IS SUPPORTED BY A GRANT THROUGH THE INDIANA DEPARTMENT OF WORKFORCE DEVELOPMENT (IDWD) AND AN ENDOWMENT MANAGED BY THE COMMUNITY FOUNDATION OF ELKHART COUNTY. AS A STATE-FUNDED ADULT EDUCATION PROGRAM, HEA MEETS THE PERFORMANCE REQUIREMENTS OF THE STATE AND IS PART OF THE INDIANA REGION 2 ADULT EDUCATION CONSORTIUM. THIS ENSURES HIGH QUALITY PROGRAMMING FOR ADULT LEARNERS. HEA IS CURRENTLY THE ONLY PROGRAM IN THE INDIANA REGION 2 (5-COUNTIES IN NORTHERN INDIANA) THAT OFFERS HIGH SCHOOL EQUIVALENCY PREPARATION IN SOLELY A DISTANCE LEARNING SETTING. HEA'S COMPLETION RATE IS ONE OF THE HIGHEST IN THE REGION, WITH OVER 20% SUCCESSFULLY ATTAINING THEIR HSE. THE RATE OF ENTRY, OVER 50%, OF HEA HSE GRADUATES INTO POST-SECONDARY EDUCATION OR EMPLOYMENT IS THE HIGHEST IN THE REGION. 665603 20138 HEA HAS RECEIVED STRONG SUPPORT FROM THE COMMUNITY FOUNDATION OF ELKHART COUNTY TO LAUNCH INNOVATIVE POPULATION-LEVEL AND FOCUSED EDUCATIONAL INITIATIVES IN COLLABORATION WITH MULTIPLE COMMUNITY BASED ORGANIZATIONS AND THE SEVEN ELKHART COUNTY PUBLIC SCHOOL SYSTEMS. HEA CONTINUES TO EXPAND AND DEEPEN THE IMPLEMENTATION OF EVIDENCE-BASED PROGRAMS ACROSS THE AGE SPAN. BECAUSE OF ITS SUCCESS, TOOLS OF THE MIND WAS EXPANDED TO 20 KINDERGARTEN CLASSROOMS IN TWO ELKHART COUNTY SCHOOL SYSTEMS. TWO HUNDRED TRAINED TEACHERS CONTINUE TO IMPLEMENT PAX IN TO PROVIDE SELF-REGULATION TRAINING TO YOUNG STUDENTS IN ELKHART COUNTY. THE SECOND ANNUAL PAX WEEK WAS CELEBRATED IN NOVEMBER OF 2016. THIS WEEK, SPONSORED BY HEA, FOCUSED ON FULLY IMPLEMENTING CLASSROOMS, WITH THE GOALS OF INCREASING AWARENESS OF PAX AND SUPPORTING TEACHERS IN THEIR IMPLEMENTATION STRATEGIES. A SPRING TRAINING IS SCHEDULED FOR 40 NEW PAX TEACHERS WITH SUPPORT FOR PAX PARTNERS BUILT IN. HEA CONTINUES TO SUPPORT THE IMPLEMENTATION OF EARLY COLLEGE HIGH SCHOOL IN ELKHART COUNTY. IN AUGUST OF 2016 HEA CONVENED ALL SEVEN SCHOOL SYSTEMS' BUSINESS EDUCATION ROUNDTABLES WITH OVER 100 BUSINESSES PARTICIPATING TO BRING REAL WORLD PROBLEMS INTO HIGH SCHOOL CLASSROOMS AND GIVE STUDENTS THE OPPORTUNITY TO EXPLORE THE WORLD OF WORK. HEA IS SUPPORTING BUSINESS INFUSED PROJECT BASED LEARNING (PBL) FOR ELKHART COUNTY HIGH SCHOOL TEACHERS BY PROVIDING A SYSTEM THAT PAIRS AND SUPPORTS TRAINED TEACHERS WITH LOCAL BUSINESS PARTNERS WITH THE GOAL THAT EACH PAIR WILL CREATE A MEANINGFUL WORK-RELATED PROJECT TO BE SHOWCASED IN THE SPRING OF 2018. THIS IS AN INNOVATIVE PILOT THAT MAY BECOME A MODEL FOR OTHER COUNTIES, STATES AND EVEN ACROSS THE NATION. ALL OF THIS EFFORT WILL STRENGTHEN THE EARLY COLLEGE AND POLYTECH PROGRAMS IN THE ELKHART COUNTY HIGH SCHOOLS CREATING AN ENVIRONMENT WHERE STUDENTS ARE ENGAGED AND FUTURE THINKING. FINALLY, HEA, IN COLLABORATION WITH CHILD AND PARENT SERVICES (CAPS) CONTINUES TO BUILD AND SUPPORT THE TRIPLE P POSITIVE PARENTING PROGRAM, AN EVIDENCE-BASED POPULATION-LEVEL PROGRAM THAT SUPPORTS PARENTS AND GIVES THEM TOOLS TO PROVIDE NURTURING ENVIRONMENTS FOR THEIR CHILDREN. APPROXIMATELY 70 LOCAL PRACTITIONERS HAVE BEEN TRAINED TO PROVIDE TRIPLE P TO THE PARENTS IN ELKHART COUNTY. AREA SCHOOLS AND CHURCHES ARE NOW HOSTING TRIPLE P EVENTS. IN THE 2016/17 FISCAL YEAR, TRIPLE P SERVED OVER 1000 PARENTS AND OVER 2000 CHILDREN IN ELKHART COUNTY.SINCE COLLECTIVE ACTION AND POPULATION LEVEL PROGRAMMING ARE NECESSARY STRATEGIES TO ACHIEVE HEA'S VISION THAT "ELKHART COUNTY IS A WORLD CLASS PLACE TO LEARN, LIVE, WORK AND PLAY," HEA'S IMPACT COMMITTEE CONTINUES TO PROVIDE SUSTAINED LEADERSHIP IN THE DEVELOPMENT OF METRICS THAT MEASURE OUR PROGRESS TOWARD THIS VISION. THROUGHOUT THE FIRST PART OF 2016 THE HEA STAFF WORKED WITH THE COLUMBUS INDIANA-BASED CIVICLAB, TO DEEPEN OUR KNOWLEDGE AND CONTINUED TO DEVELOP NETWORKS THAT ALIGN WITH THE LIFE SPAN AREAS WHICH HAVE BEEN HEA'S FOCUS. WHILE COLLABORATIVE EVIDENCE-BASED PROGRAMMING CAN CREATE A SIGNIFICANT IMPACT IN A COMMUNITY, IT WILL TAKE EVERYONE WORKING TOGETHER TO BRING ABOUT THE TRANSFORMATIVE CHANGE THAT HEA AND ELKHART COUNTY ARE SEEKING. AS THE HEA MISSION STATEMENT ELOQUENTLY EXPRESSED: HEA EXISTS TO CREATE COLLABORATION, INCREASE INNOVATION AND MOVE EVERYONE FROM HOPE TO BELIEF THAT ELKHART WILL BE TRANSFORMED THROUGH EDUCATION. THE ARRAY OF NETWORKS THAT ARE NOW FORMING WILL MOBILIZE MULTIPLE STAKEHOLDERS ACROSS THE COUNTY TO ADDRESS THE LEARNING NEEDS OF CHILDREN AND ADULTS ACROSS THE LIFESPAN. 854643 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 18 0 1 11 1 0 0 0 0 0 0 0 0 0 0 X 19 19 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 JANE ALLEN DIRECTOR 1.00 X 0 0 0 VICKI BECKER DIRECTOR 1.00 X 0 0 0 JIM BRENNEMAN DIRECTOR 1.00 X 0 0 0 THOMAS COLEY DIRECTOR 1.00 X 0 0 0 ROB HAWORTH DIRECTOR 1.00 X 0 0 0 WES HERSCHBERGER DIRECTOR 1.00 X 0 0 0 JOHN LEAVITT DIRECTOR 1.00 X 0 0 0 FELIPE MERINO 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 JOE SABO DIRECTOR 1.00 X 0 0 0 AMISH SHAH DIRECTOR 1.00 X 0 0 0 BRIAN SMITH DIRECTOR 1.00 X 0 0 0 KENT STUCKY DIRECTOR 1.00 X 0 0 0 STEVE THALHEIMER DIRECTOR 1.00 X 0 0 0 JOHN TROUT DIRECTOR 1.00 X 0 0 0 DIANE WOODWORTH DIRECTOR 1.00 X 0 0 0 MIKE YODER DIRECTOR 1.00 X 0 0 0 CANDY YODER SECRETARY 1.00 X X 0 0 0 RANDY CHRISTOPHEL TREASURER 1.00 X X 0 0 0 KEN JULIAN VICE-CHAIR 1.00 X X 0 0 0 JIM DUBOIS BOARD CHAIR 1.00 X X 0 0 0 BRIAN WIEBE EXECUTIVE DIRECTOR 55.00 X 77407 0 6898 77407 0 6898 0 0 0 0 0 212052 1066916 1278968 PROGRAM EVALUATION SER 611710 7650 7650 WORKSHOP FEES 611710 4700 4700 PROGRAM TRAINING 611710 4215 4215 16565 EDUCATIONAL SUPPORT SE 611710 3573 3573 3573 1299106 20138 0 0 X 88898 20500 35598 32800 462610 351233 50948 60429 53194 53194 41953 27332 7765 6856 19060 19060 237345 236423 922 68049 43499 21444 3106 21366 21366 19047 19047 25984 25984 37707 5745 31962 34056 3307 30749 7509 7509 4439 4439 EDUCATIONAL PROGRAMS AN 166604 166604 MISCELLANEOUS 2263 2100 163 1290084 854643 332087 103354 313407 327952 45015 26464 24074 18551 337481 346503 0 0 X 171021 91533 166460 254970 337481 346503 337481 346503 9022 0 X X 0 1 X 1 0 X 730394 1059402 838730 808593 1278968 4716087 730394 1059402 838730 808593 1278968 4716087 408609 4307478 1 1 553 4037 3105 3086 3573 14354 4730442 212890 0.91060 X PART II, SHORT YEAR EXPLANATION: THE PRIOR TAX YEAR COLUMN (2015) REPRESENTS A SHORT YEAR FOR THE PERIOD 1/1/16 TO 6/30/16 DUE TO A CHANGE IN ACCOUNTING PERIOD. CONSEQUENTLY, THE 2014 COLUMN REPRESENTS THE 2015 CALENDAR YEAR, 2013 REPRESENTS THE 2014 CALENDAR YEAR AND 2012 REPRESENTS THE 2013 CALENDAR YEAR. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 45015 26464 18551 18551 X 1299106 0 1299106 0 1299106 1290084 0 1290084 0 1290084 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 ORGANIZATION'S FINANCIAL STATEMENTS. ASC 740 REQUIRES AN ORGANIZATION 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 ORGANIZATION 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 2013 THROUGH 2015 (INCLUDING THE SHORT PERIOD RETURN FOR THE SIX MONTHS ENDED JUNE 30, 2016) FEDERAL AND STATE EXEMPT ORGANIZATION RETURNS REMAIN SUBJECT TO EXAMINATION BY THE IRS AND THE STATE TAXING AUTHORITY. 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 44,173. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 44,173. TRANSLATION SERVICES: PROGRAM SERVICE EXPENSES 2,247. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,247. PROGRAM COORDINATOR/NETWORK FACILITATOR: PROGRAM SERVICE EXPENSES 70,250. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 70,250. AMBASSADOR/NP & FB INIT STIPEND: PROGRAM SERVICE EXPENSES 6,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,000. MUSIC TOGETHER CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 9,100. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,100. PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 922. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 922. CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 14,922. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,922. PRE SCHOOL CONTRACT SERVICES & TRAINING: PROGRAM SERVICE EXPENSES 6,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,500. EARLY LEARNING CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 59,100. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 59,100. TRIPLE P CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 23,929. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,929. TOTM K CONTRACT SERV/TRAINING EXP: PROGRAM SERVICE EXPENSES 202. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 202. FORM 990, PART XII, LINE 1: MODIFIED CASH BASIS