2014-08-26T09:08:30-05:00 2013-12-31 351307701 KRUGGEL LAWTON & COMPANY LLC 317 W FRANKLIN ST ELKHART IN 46516 990 2013-01-01 460803293 HORIZON EDUCATIONAL ALLIANCE INC HORI 8668983908 124 E WASHINGTON STREET GOSHEN IN 46528 BRIAN WIEBE EXECUTIVE DIRECTOR 8668983908 2014-08-18 1 MARGENE ZINK P01222961 5742642247 2013 2015-11-30 17:44:51Z X BRIAN WIEBE 124 E WASHINGTON STREET GOSHEN IN 46528 730948 0 X WWW.HEAINDIANA.ORG X 2012 IN HORIZON EDUCATIONAL ALLIANCE, INC. EXISTS TO SPUR INNOVATION, SECURE COLLABORATION, AND TO TURN HOPE INTO BELIEF THAT ELKHART COUNTY WILL BE TRANSFORMED THROUGH EDUCATION. 20 20 10 160 0 0 365603 730394 0 0 5 1 0 553 365608 730948 0 0 0 0 35953 400661 0 35000 151288 47428 326598 83381 762259 282227 -31311 282227 321180 0 0 282227 321180 X HORIZON EDUCATIONAL ALLIANCE, INC. EXISTS TO SPUR INNOVATION, SECURE COLLABORATION, AND TO TURN HOPE INTO BELIEF THAT ELKHART COUNTY WILL BE TRANSFORMED THROUGH EDUCATION. 0 0 154584 THE ORGANIZATION'S ADULT EDUCATION PROGRAM SERVES APPROXIMATELY 250 ADULT LEARNERS ANNUALLY. USING AN ON-LINE, DISTANCE LEARNING INSTRUCTIONAL TOOL PAIRED WITH REGULAR SUPPORT, A 12-HOUR ORIENTATION, AND TARGETED FACE-TO-FACE INSTRUCTION, THE ORGANIZATION'S HIGH SCHOOL EQUIVALENCY COACHES SUPPORT STUDENTS IN REACHING THE GOAL OF ATTAINING A HIGH SCHOOL DIPLOMA. IN ADDITION, 60 TRAINED VOLUNTEER TUTORS AND MENTORS ARE AVAILABLE FOR ONE-ON-ONE TUTORING SUPPORT FOR STRUGGLING ADULT LEARNERS THROUGH THE ELKHART LITERACY PROJECT, FUNDED THROUGH THE ELKHART COUNTY COMMUNITY FOUNDATION. THE ORGANIZATION'S ADULT EDUCATION PROGRAM IS SUPPORTED BY A GRANT THROUGH THE INDIANA DEPARTMENT OF WORKFORCE DEVELOPMENT (IDWD) AND AN ENDOWMENT MANAGED BY THE ELKHART COUNTY COMMUNITY FOUNDATION. AS A STATE-FUNDED ADULT EDUCATION PROGRAM, THE ORGANIZATION 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. THE ORGANIZATION IS CURRENTLY THE ONLY PROGRAM IN THE INDIANA REGION 2 (5 COUNTIES IN NORTHERN INDIANA) THAT OFFERS HIGH SCHOOL EQUIVALENCY PREPARATION IN A DISTANCE LEARNING SETTING. THE ORGANIZATION'S COMPLETION RATE IS ONE OF THE HIGHEST IN THE REGION. 135324 553 THE ORGANIZATION HAS RECEIVED STRONG SUPPORT FROM THE ELKHART COUNTY COMMUNITY FOUNDATION TO LAUNCH INNOVATIVE POPULATION LEVEL AND FOCUSED EDUCATIONAL INITIATIVES IN COLLABORATION WITH MULTIPLE COMMUNITY BASED ORGANIZATIONS AND THE SEVEN ELKHART COUNTY PUBLIC SCHOOL SYSTEMS. DURING 2013, THE ORGANIZATION RESEARCHED BEST PRACTICES FOR DELIVERING EDUCATIONAL SERVICES TO ALL AGES FROM NEWBORNS TO EARLY CHILDHOOD, MIDDLE EDUCATION, HIGH SCHOOL AND POST-SECONDARY EDUCATION THROUGH ADULT EDUCATION. COLLABORATIVE PILOT PROJECTS WERE DEVELOPED UNDER THE DIRECTION AND WITH THE SUPPORT OF THE ORGANIZATION'S ADMINISTRATIVE TEAM IN CONSULTATION WITH HANOVER RESEARCH AND GRANTS. SINCE COLLECTIVE ACTION AND POPULATION LEVEL PROGRAMMING ARE NECESSARY STRATEGIES TO ACHIEVE THE ORGANIZATION'S VISION THAT ELKHART COUNTY IS A WORLD CLASS PLACE TO LIVE, LEARN, WORK AND PLAY, IN 2013 THE ORGANIZATION, UNDER THE DIRECTION OF ITS DIRECTOR OF RESEARCH, BEGAN TO DEVELOP METRICS THAT WOULD MARK PROGRESS AS THE ORGANIZATION MOVES TOWARD REACHING ITS VISION. BY THE END OF 2013, ELEVEN INNOVATIVE EDUCATIONAL INITIATIVES WERE IDENTIFIED BY FIVE STEERING TEAMS WITH 7 - 12 MEMBERS (APPROXIMATELY 100 EXPERT VOLUNTEERS) TO BEGIN TO REACH THE ORGANIZATION'S MISSION TO SPUR INNOVATION, SECURE COLLABORATION, AND TO TURN HOPE INTO BELIEF THAT ELKHART WILL BE TRANSFORMED THROUGH EDUCATION. 289908 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 1 10 1 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 IN X CINDI DIXON 8668983908 124 E WASHINGTON STREET GOSHEN IN 46528 JANE ALLEN DIRECTOR 1.00 X 0 0 0 BOB DEPUTY DIRECTOR 1.00 X 0 0 0 LARRY BROOKS DIRECTOR 1.00 X 0 0 0 RON FENECH DIRECTOR 1.00 X 0 0 0 LILIANA QUINTERO DIRECTOR 1.00 X 0 0 0 TONDA HINES 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 MARK MOW 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 WAYNE STUBBS DIRECTOR 1.00 X 0 0 0 STEVE THALHEIMER DIRECTOR 1.00 X 0 0 0 LINDA YODER DIRECTOR 1.00 X 0 0 0 MIKE YODER DIRECTOR 1.00 X 0 0 0 JIM DUBOIS TREASURER 1.00 X X 0 0 0 DAN OAKLEY SECRETARY 1.00 X X 0 0 0 BRIAN SMITH BOARD CHAIR 1.00 X X 0 0 0 DIANE WOODWORTH VICE CHAIR 1.00 X X 0 0 0 BRIAN WIEBE EXECUTIVE DIRECTOR 55.00 X 77754 0 7402 77754 0 7402 0 0 0 0 0 222992 507402 730394 1 1 EXAM FEES 611710 553 553 553 730948 553 0 1 X 85156 19438 34616 31102 262993 126157 103824 33012 11567 11567 40945 14269 20393 6283 2195 2195 35000 35000 91144 88548 2596 45891 45891 25552 25552 15583 15583 17296 17296 33230 33230 45317 45317 3807 3807 2956 2956 EDUCATIONAL PROGRAMS AN 41496 41496 MISCELLANEOUS 2131 2131 762259 289908 321063 151288 282227 304551 28105 11476 0 16629 282227 321180 0 0 X 282227 275494 45686 282227 321180 282227 321180 X -31311 70264 X X 0 1 X 0 0 X 365603 730394 1095997 365603 730394 1095997 1095997 5 1 6 553 553 1096556 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28105 11476 16629 16629 X 730948 0 730948 0 730948 762259 0 762259 0 762259 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 ENTERPRISE'S FINANCIAL STATEMENTS. ASC 740 REQUIRES AN ENTERPRISE 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 AND ITS ACQUIREE'S 2010 THROUGH 2012 FEDERAL AND STATE EXEMPT ORGANIZATION RETURNS REMAIN SUBJECT TO EXAMINATION BY THE IRS AND THE STATE TAXING AUTHORITY. X X X 1 HANOVER RESEARCH 1700 K STREET NW SUITE 810 WASHINGTON DC 20006 PROGRAM RESEARCH, GRANT PROSPECTING, AND CONSULTING 0 0 35000 -35000 35000 -35000 IN FORM 990, PART VI, SECTION B, LINE 11 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 10,856. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,856. PROGRAM COORDINATOR STIPENDS: PROGRAM SERVICE EXPENSES 44,500. MANAGEMENT AND GENERAL EXPENSES 1,580. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 46,080. AMBASSADOR/NP & FB INIT STIPEND: PROGRAM SERVICE EXPENSES 18,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,000. MUSIC TOGETHER CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 15,192. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,192. PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,016. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,016. FORM 990, PART XI, LINE 9: ACQUISITION OF LEARNING GENERATION INITIATIVE, INC. EFFECTIVE DECEMBER 31,2012 70,264. FORM 990, PART XII, LINE 1: MODIFIED CASH BASIS