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Nonprofiteer
← HORIZON EDUCATION ALLIANCE INC

Form 990 for tax year 2024

Filed by HORIZON EDUCATION ALLIANCE INC.

Totals

Total revenue
$3,405,172
Total expenses
$3,239,659
Contributions and grants received
$3,087,449
Grants paid
$244,279
Program service revenue
$318,902
Investment income
-$1,179
Other revenue
$0
Total assets, end of year
$812,325
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$812,325
Program services expenses (Part IX)
$2,910,837
Management and general expenses
$294,373
Fundraising expenses
$34,449
Program service expenses (Part III)
$2,910,837

Program services were 89.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $1,282,551

  • 1f · All other contributions, gifts and grants

    $1,804,898

  • 2a · Program service revenue: CAREER SCHOLARSHIP ACC

    total $245,856 · related or exempt $245,856

  • 2b · Program service revenue: YOUTH APPRENTICESHIP P

    total $53,500 · related or exempt $53,500

  • 2c · Program service revenue: TRIPLE P PROGRAM SUPPO

    total $15,796 · related or exempt $15,796

  • 2d · Program service revenue: CONSULTING SERVICES

    total $3,750 · related or exempt $3,750

  • 7b · Less cost or other basis and sales expenses

    other assets $1,179

  • 7c · Gain or loss

    other assets -$1,179

  • 7d · Net gain or loss

    total -$1,179 · excluded -$1,179

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $244,279 · program services $244,279

  • 5 · Compensation of officers, directors and key employees

    total $147,353 · program services $117,738 · management and general $22,103 · fundraising $7,512

  • 7 · Other salaries and wages

    total $1,574,985 · program services $1,493,791 · management and general $68,954 · fundraising $12,240

  • 9 · Other employee benefits

    total $285,661 · program services $275,355 · management and general $9,681 · fundraising $625

  • 10 · Payroll taxes

    total $124,100 · program services $116,016 · management and general $6,481 · fundraising $1,603

  • 11c · Fees: accounting

    total $45,242 · management and general $45,242

  • 11g · Fees: other

    total $112,008 · program services $77,211 · management and general $32,547 · fundraising $2,250

  • 12 · Advertising and promotion

    total $18,133 · program services $8,630 · management and general $9,503

  • 13 · Office expenses

    total $45,062 · program services $27,380 · management and general $13,635 · fundraising $4,047

  • 14 · Information technology

    total $91,004 · program services $69,364 · management and general $20,750 · fundraising $890

  • 16 · Occupancy

    total $37,836 · program services $14,719 · management and general $23,117

  • 17 · Travel

    total $25,920 · program services $21,323 · management and general $4,333 · fundraising $264

  • 19 · Conferences, conventions and meetings

    total $26,292 · program services $17,939 · management and general $7,040 · fundraising $1,313

  • 22 · Depreciation, depletion and amortization

    total $27,096 · program services $21,781 · management and general $5,315

  • 23 · Insurance

    total $14,793 · management and general $14,793

  • 24a · Other expenses: EDUCATIONAL PROGRAMS

    total $404,889 · program services $404,234 · management and general $655

  • 24b · Other expenses: MEMBERSHIP AND DUES

    total $11,382 · program services $1,077 · management and general $10,224 · fundraising $81

  • 24c · Other expenses: MISCELLANEOUS FUNDRAISI

    total $3,624 · fundraising $3,624

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $606,390 · end of year $792,756

  • 10a · Land, buildings and equipment: cost or other basis

    $207,933

  • 10b · Land, buildings and equipment: accumulated depreciation

    $188,364

  • 10c · Land, buildings and equipment, net

    beginning of year $40,422 · end of year $19,569

  • 27 · Net assets without donor restrictions

    beginning of year $600,621 · end of year $485,921

  • 28 · Net assets with donor restrictions

    beginning of year $46,191 · end of year $326,404

Mission and programs · 2024

Mission

HORIZON EDUCATION ALLIANCE CONNECTS SCHOOLS, BUSINESSES, AND THE COMMUNITY TO INCREASE EDUCATIONAL ATTAINMENT, STRENGTHEN THE WORKFORCE, AND ENSURE EVERY INDIVIDUAL SUCCEEDS.

  • ADULT PATHWAYS: THE ADULT PATHWAYS INITIATIVES PROVIDE ADULT BASIC EDUCATION AND TRAINING TO SUPPORT ELKHART COUNTY ADULTS IN ADVANCING IN THEIR EDUCATION AND CAREER PATHWAYS. HEA ADULT PATHWAYS PARTNERS WITH OTHER ORGANIZATIONS, EMPLOYERS, AND TRAINING PROVIDERS TO DELIVER HEA'S PROGRAMMING THROUGH FUNDING FROM THE DEPARTMENT OF WORKFORCE DEVELOPMENT (DWD) THAT 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 CERTIFICATION PROGRAMS. THE IET FUNDING SUPPORTS HEA'S PARTNERSHIP WITH WORKFORCE EDUCATION CONSULTANTS AND THE ELKHART COUNTY JAIL TO DELIVER THE CERTIFIED LOGISTICS ASSOCIATE (CLA) CERTIFICATION TO INCARCERATED ADULTS. HEA SERVES ADULTS IN THE HIGH SCHOOL EQUIVALENCY (HSE) PROGRAM (ENGLISH AND SPANISH), ENGLISH LANGUAGE LEARNING (ELL) PROGRAM AND LITERACY PROGRAM AS WELL, WITH A FOCUS ON TRANSITIONING ADULTS INTO CERTIFICATION PROGRAMS. HEA ALSO PROVIDES REMEDIATION SERVICES FOR ADULTS IN THE CERTIFICATION PROGRAMS, WITH EACH ADULT COMPLETING AN INTAKE PROCESS THAT INCLUDES ASSESSMENTS OF BASIC SKILLS TO ENSURE THEY ARE PREPARED FOR SUCCESS IN THE PROGRAM. HEA HAS A BILINGUAL CAREER COACH ON STAFF WHO HELPS ADULTS TO IDENTIFY THE NEXT STEPS ON THEIR CAREER PATHWAYS AND ENSURES ADULTS ARE CONNECTED WITH THE RESOURCES THEY NEED TO BE SUCCESSFUL.

    Expenses $933,223 · Revenue $114,103

  • STUDENT PATHWAYS: HEA'S CORE FOCUS HAS BEEN ON INCREASING CAREER-CONNECTED LEARNING OPPORTUNITIES FOR MIDDLE AND HIGH SCHOOL YOUTH. OUR SERVICES IN THIS AREA INCLUDE CAREER EXPLORATION PROGRAMS, CAREER COACHING, AND MODERN YOUTH APPRENTICESHIPS. 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 IS PROVIDED TO 8TH GRADERS EACH YEAR, WITH OPPORTUNITIES FOR STUDENTS TO TOUR LOCAL MANUFACTURING SITES AND LEARN ABOUT THE CAREERS AVAILABLE IN THE LOCAL COMMUNITY. ALL SEVEN SCHOOL DISTRICTS, IVY TECH, AND LOCAL BUSINESSES COLLABORATED TO LAUNCH CAREERWISE YOUTH APPRENTICESHIPS IN 2019. YOUTH APPRENTICESHIPS UTILIZE AN 'EARN AND LEARN' MODEL IN WHICH HIGH SCHOOL STUDENTS EARN A WAGE AS THEY DO MEANINGFUL WORK ALONGSIDE SUPPORTIVE ADULT MENTORS. YOUTH APPRENTICESHIPS PREPARE STUDENTS FOR CAREERS, DIVERSIFY THE TALENT PIPELINE AND DELIVER OUTCOMES FOR BUSINESSES. ALL OF THE CAREERWISE ELKHART COUNTY YOUTH APPRENTICESHIPS ARE REGISTERED WITH THE US DEPARTMENT OF LABOR, MEANING STUDENTS EARN A PORTABLE, NATIONALLY-RECOGNIZED CREDENTIAL UPON COMPLETION. SINCE ITS LAUNCH, YOUTH APPRENTICESHIPS HAVE ENGAGED OVER 40 EMPLOYERS AND 200 HIGH SCHOOL STUDENTS ACROSS SEVEN SCHOOL DISTRICTS, WITH STUDENTS HIRED INTO NINE DIFFERENT PATHWAYS. OUR TEAM CONTINUES TO WORK CLOSELY WITH CAREERWISE USA FOR TECHNICAL ASSISTANCE AND SUPPORT, AND HEA IS ALSO PART OF THE NATIONAL PARTNERSHIP TO ADVANCE YOUTH APPRENTICESHIP (PAYA) NETWORK AND THE STATE EFFORTS TO SUPPORT THE EXPANSION OF YOUTH APPRENTICESHIPS.

    Expenses $1,492,987 · Grants $206,291 · Revenue $138,212

  • PARENTS AND FAMILY: HEA COORDINATES TRIPLE P POSITIVE PARENTING PROGRAM ACROSS OUR COUNTY IN PARTNERSHIP WITH SOCIAL SERVICE AGENCIES, SCHOOLS, LIBRARIES, HOSPITALS AND HEALTH CENTERS, EARLY CHILDHOOD CENTERS, AND OTHER EMPLOYERS AND COMMUNITY ORGANIZATIONS. TRIPLE P IS ONE OF THE MOST EVIDENCE-BASED PARENTING PROGRAMS IN THE WORLD, DESIGNED TO OFFER PARENTING SUPPORT TO ALL PARENTS FROM BEFORE THEIR CHILD'S BIRTH THROUGH THEIR ADOLESCENCE. THIS SUPPORT IS PROVIDED AT DIFFERENT LEVELS OF INTENSITY AS NEEDED, IN PARENT-FRIENDLY SETTINGS THROUGHOUT THE COMMUNITY. TRIPLE P ENCOURAGES PARENTS TO CHOOSE STRATEGIES THAT WORK FOR THEM AND HELPS PARENTS APPLY THE SKILLS THEY LEARN IN A VARIETY OF SITUATIONS SO THAT THEY BECOME MORE SELF-SUFFICIENT, COMPETENT, AND CONFIDENT PARENTS CAPABLE OF PROVIDING A NURTURING ENVIRONMENT FOR THEIR CHILDREN. TRIPLE P HAS PROVIDED OVER 10,000 HIGH-QUALITY, EVIDENCE-BASED INTERVENTIONS TO PARENTS/CAREGIVERS SINCE ITS LAUNCH. HEA AND TRIPLE P ARE ALSO KEY PARTNERS IN THE BUILDING STRONG BRAINS COALITION, A COMMUNITYWIDE EFFORT TO IMPROVE THE EARLY CHILDHOOD SYSTEM IN ELKHART COUNTY AND SUPPORT ALL CHILDREN IN BEING READY FOR KINDERGARTEN. HEA PROVIDES SUPPORT THROUGH ACTION TEAMS AND DATA AND EVALUATION EFFORTS WITH THE COALITION.

    Expenses $484,627 · Grants $37,988 · Revenue $66,587

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • TAMI HICKS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DR REBECCA STOLTZFUS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KORD KOZMA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAN FUNSTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BRIAN HALL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BYRON SANDERS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CARRIE CANNON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GENE CRUISE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JIM DUBOIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LAURIE NAFZIGER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LARRY HUFF

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LISA GUEDEA CAREENO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PHIL JENKINS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • REBECCA SHETLER-FAST

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JAYSON SNYDER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SUZANNE WIERICK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RYAN HILL

    TREASURER/SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • DR SCOT CRONER

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • WILL WEED

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    2

  • SARAH METZLER

    PRESIDENT/CEO

    Total calculated
    $126,265
    From this org
    $104,569
    From related orgs
    $0
    Other
    $21,696
    Hours/week
    55

  • BRIAN WIEBE

    PRESIDENT/CEO

    Total calculated
    $150,983
    From this org
    $129,035
    From related orgs
    $0
    Other
    $21,948
    Hours/week
    57.5

    Schedule J breakdown matched by us

    Base
    $129,035
    Bonus
    $0
    Other
    $0
    Deferred
    $8,100
    Nontaxable benefits
    $13,848
    Filer's total
    $150,983

  • THOMAS BRACY

    VP OF ADVANCEMENT

    Total calculated
    $114,964
    From this org
    $108,457
    From related orgs
    $0
    Other
    $6,507
    Hours/week
    45

  • ALIAH CAROLAN-SILVA

    VP OF RESEARCH

    Total calculated
    $120,845
    From this org
    $114,005
    From related orgs
    $0
    Other
    $6,840
    Hours/week
    45

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4A
TOM BRACY RECEIVED $9,688.44 IN SEVERANCE PAY, AS WELL AS EIGHT DAYS OF UNUSED VACATION ($3,576.96). TOTAL FINAL PAY WAS $13,265.40.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Provenance

Return type
form_990
Tax year
2024
Filed
12 February 2026
IRS schema version
2024v5.5
Source object
202610479349300871

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