Form 990 for tax year 2023
Filed by NEW HORIZONS SERVING INDIVIDUALS WITH SPECIAL NEEDS.
Totals
- Total revenue
- $19,130,050
- Total expenses
- $18,117,337
- Contributions and grants received
- $17,832,377
- Grants paid
- $0
- Program service revenue
- $525,973
- Investment income
- $483,366
- Other revenue
- $288,334
- Total assets, end of year
- $23,036,263
- Total liabilities, end of year
- $2,875,600
- Net assets or fund balances, end of year
- $20,160,663
- Program services expenses (Part IX)
- $16,521,725
- Management and general expenses
- $1,153,610
- Fundraising expenses
- $442,002
- Program service expenses (Part III)
- $16,521,725
Program services were 91.2% 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.
-
1c · Fundraising events
$323,883
-
1e · Government grants (contributions)
$16,424,400
-
1f · All other contributions, gifts and grants
$1,084,094
-
1g · Noncash contributions included above
$57,546
-
2a · Program service revenue: DPS TRAINING REVENUE
total $353,400 · related or exempt $353,400
-
2b · Program service revenue: LOW-INCOME CONSUMER RENT
total $92,789 · related or exempt $92,789
-
2c · Program service revenue: TUITION AND FEES
total $71,229 · related or exempt $71,229
-
2d · Program service revenue: PRIVATE REVENUE
total $8,555 · related or exempt $8,555
-
3 · Investment income
total $177,201 · excluded $177,201
-
6a · Gross rents
real property $234,418
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $234,418
-
6d · Net rental income or loss
total $234,418 · excluded $234,418
-
7a · Gross sales of assets other than inventory
securities $1,096,136
-
7b · Less cost or other basis and sales expenses
securities $789,971
-
7c · Gain or loss
securities $306,165
-
7d · Net gain or loss
total $306,165 · excluded $306,165
-
8a · Fundraising events: gross income
$99,630
-
8a · Fundraising events: contributions included on line 1c
$323,883
-
8b · Fundraising events: direct expenses
$200,843
-
8c · Net income from fundraising events
total -$101,213 · excluded -$101,213
-
11a · Other revenue: INSURANCE PROCEEDS
total $6,658 · related or exempt $6,658
-
11d · All other revenue
total $148,471 · related or exempt $148,471
-
11e · Other revenue, total
$155,129
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $806,088 · program services $768,662 · management and general $22,026 · fundraising $15,400
-
6 · Compensation of disqualified persons
total $15,958 · program services $15,283 · management and general $388 · fundraising $287
-
7 · Other salaries and wages
total $10,941,855 · program services $10,479,150 · management and general $266,116 · fundraising $196,589
-
8 · Pension plan contributions
total $106,715 · program services $93,603 · management and general $8,831 · fundraising $4,281
-
9 · Other employee benefits
total $587,042 · program services $514,913 · management and general $48,580 · fundraising $23,549
-
10 · Payroll taxes
total $909,696 · program services $810,149 · management and general $68,646 · fundraising $30,901
-
11a · Fees: management
total $11,139 · program services $7,988 · management and general $3,010 · fundraising $141
-
11b · Fees: legal
total $42,602 · program services $32,268 · management and general $7,766 · fundraising $2,568
-
11c · Fees: accounting
total $60,940 · program services $46,158 · management and general $11,108 · fundraising $3,674
-
11f · Fees: investment management
total $34,204 · management and general $34,204
-
11g · Fees: other
total $217,806 · program services $159,590 · management and general $51,454 · fundraising $6,762
-
13 · Office expenses
total $564,639 · program services $431,920 · management and general $80,213 · fundraising $52,506
-
16 · Occupancy
total $817,592 · program services $652,875 · management and general $159,902 · fundraising $4,815
-
20 · Interest
total $28,445 · program services $28,445
-
22 · Depreciation, depletion and amortization
total $339,031 · program services $312,636 · management and general $19,919 · fundraising $6,476
-
23 · Insurance
total $786,856 · program services $725,393 · management and general $53,327 · fundraising $8,136
-
24a · Other expenses: STAFF DEVELOP/RECRUIT.
total $662,500 · program services $634,417 · management and general $25,290 · fundraising $2,793
-
24b · Other expenses: RESIDENTIAL PROGRAMS
total $563,546 · program services $563,546
-
24c · Other expenses: AFFILIATE RESERVE
total $224,778 · management and general $224,778
-
24d · Other expenses: CONTRACTUAL ALLOWANCE
total $187,069 · program services $187,069
-
24e · All other expenses
total $208,836 · program services $57,660 · management and general $68,052 · fundraising $83,124
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,321,217 · end of year $1,482,191
-
2 · Savings and temporary cash investments
beginning of year $611,597 · end of year $550,670
-
3 · Pledges and grants receivable
beginning of year $160,975 · end of year $102,500
-
4 · Accounts receivable
beginning of year $2,330,730 · end of year $2,936,303
-
9 · Prepaid expenses and deferred charges
beginning of year $167,291 · end of year $233,401
-
10a · Land, buildings and equipment: cost or other basis
$11,458,014
-
10b · Land, buildings and equipment: accumulated depreciation
$7,644,655
-
10c · Land, buildings and equipment, net
beginning of year $2,966,597 · end of year $3,813,359
-
11 · Investments: publicly traded securities
beginning of year $10,969,709 · end of year $11,419,504
-
14 · Intangible assets
beginning of year $245,751 · end of year $334,951
-
15 · Other assets
beginning of year $2,871,889 · end of year $2,163,384
-
17 · Accounts payable and accrued expenses
beginning of year $1,804,426 · end of year $1,588,720
-
19 · Deferred revenue
beginning of year $98,350 · end of year $62,807
-
21 · Escrow or custodial account liability
beginning of year $26,085 · end of year $16,574
-
23 · Secured mortgages and notes payable
beginning of year $6,180
-
24 · Unsecured notes and loans payable
end of year $907,076
-
25 · Other liabilities
beginning of year $1,048,570 · end of year $300,423
-
27 · Net assets without donor restrictions
beginning of year $13,975,934 · end of year $14,752,328
-
28 · Net assets with donor restrictions
beginning of year $4,686,211 · end of year $5,408,335
Mission and programs · 2023
Mission
NEW HORIZONS IS A NONPROFIT ORGANIZATION DEDICATED TO EMPOWERING INDIVIDUALS WITH SPECIAL NEEDS (AGE 16 AND OLDER) TO REACH THEIR FULL POTENTIAL AND FULFILL THEIR DREAMS. FOUNDED IN 1954 BY EIGHT PARENTS WHOSE CHILDREN HAD SPECIAL NEEDS, (SEE SCHEDULE O)THE AGENCY HAS EVOLVED TO PROVIDE SERVICES AND SUPPORT EACH YEAR TO MORE THAN 1,100 INDIVIDUALS THROUGHOUT THE GREATER SAN FERNANDO AND SANTA CLARITA VALLEYS OF LOS ANGELES. NEW HORIZONS OFFERS JOB TRAINING AND PLACEMENT, EDUCATION, COUNSELING, RESIDENTIAL SERVICES, SOCIAL PROGRAMS AND PERSON-CENTERED PLANNING WITH A FOCUS ON COMMUNITY INTEGRATION, HELPING EACH INDIVIDUAL GAIN THE CONFIDENCE, SKILLS, DIGNITY AND INDEPENDENCE AT THEIR HIGHEST LEVEL.
Activities or mission (Part I)
SERVING INDIVIDUALS WITH SPECIAL NEEDS EMPOWERS INDIVIDUALS TO REACH THEIR FULL POTENTIAL.
-
NEW HORIZONS OPERATES THE FOLLOWING SERVICES:1. NEW HORIZONS OPERATES 13 RESIDENTIAL HOMES LOCATED THROUGHOUT THE SAN FERNANDO VALLEY AREA OF LOS ANGELES. HOMES VARY IN TERMS OF THE STRUCTURE, DESIGN AND LEVEL OF CARE, BUT EACH IS DEDICATED TO ASSISTING OUR MEMBERS LIVE FULL AND FULFILLING LIVES.2. NEW HORIZONS (NH) ALSO PROVIDES COMMUNITY LIVING SUPPORT SERVICES, FOCUSING ON ASSISTING INDIVIDUALS TO LIVE THEIR BEST LIVES AS ACTIVE PARTICIPANTS IN THEIR COMMUNITIES. NH ALSO OFFERS A SPECIALTY SERVICE TO INDIVIDUALS WHO ARE HOUSE-BOUND TO ENRICH THEIR LIFE EXPERIENCES.3. NEW HORIZONS PROVIDES A FULL ARRAY OF EMPLOYMENT TRAINING AND PLACEMENT SERVICES, FROM VOLUNTEERING, TO PAID INTERNSHIPS, TO SUPPORTED EMPLOYMENT (GROUP AND INDIVIDUAL) TO DIRECT (SEE SCHEDULE O)PLACEMENT SERVICES. ANNUALLY, NEW HORIZONS SERVES OVER 400 MEMBERS IN ONE OR MORE OF THESE SERVICES.4. NH OFFERS A ROBUST COMMUNITY LEARNING CENTER WITH IN-PERSON AND VIRTUAL LEARNING OPTIONS. THIS INCLUDES COMMUNITY-BASED ACTIVITIES AND SPECIALTY CURRICULUM IN TECHNOLOGY, MEDIA ARTS, AND OTHER AREAS OF INTEREST TO THE MEMBERS.5. IN ADDITION, NH HAS A NUMBER OF SPECIALTY PROGRAMS, DESIGNED TO SUPPORT GROWTH, TRAINING AND INDEPENDENCE. THESE PROGRAMS INCLUDE OUR GO4GROCERY PROGRAM, A COLLEGE TO CAREER & MORE ENDEAVOR, AND OUR YOUTH NAVIGATION PROGRAM.
Expenses $16,521,725 · Revenue $681,102
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Glenn BakerGLENN BAKER
CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Ron BurkhardtRON BURKHARDT
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
John D EisseleJOHN D EISSELE
TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
Gregory BuesingGREGORY BUESING
SECRETARY
- Total calculated
- $0
- Hours/week
- 5
-
Ken MilesKEN MILES
DIRECTOR/IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
Hayley AntonianHAYLEY ANTONIAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Lisa Westfield AventLISA WESTFIELD AVENT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Rafael De La RosaRAFAEL DE LA ROSA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
E Mark FishmanE MARK FISHMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Jerry F HilecherJERRY F HILECHER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Stuart L JaffeSTUART L JAFFE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Charles W JenkinsCHARLES W JENKINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Kristen MaysKRISTEN MAYS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Angela ReeseANGELA REESE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
George G Stevens IIIGEORGE G STEVENS III
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Gail C WattsGAIL C WATTS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
John C BrauerJOHN C BRAUER
PRESIDENT & CEO
- Total calculated
- $382,160
- From this org
- $367,172
- From related orgs
- $0
- Other
- $14,988
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $347,155
- Bonus
- $20,000
- Other
- $17
- Deferred
- $6,500
- Nontaxable benefits
- $8,488
- Filer's total
- $382,160
-
Diane ThorsellDIANE THORSELL
CHIEF FIN. AND ADMIN. OFFICER
- Total calculated
- $256,694
- From this org
- $241,557
- From related orgs
- $0
- Other
- $15,137
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $231,540
- Bonus
- $10,000
- Other
- $17
- Deferred
- $4,478
- Nontaxable benefits
- $10,659
- Filer's total
- $256,694
-
David YaegerDAVID YAEGER
VP OF PROP/ASSET MGMT (OUTGOING)
- Total calculated
- $176,244
- From this org
- $172,865
- From related orgs
- $0
- Other
- $3,379
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $164,983
- Bonus
- $7,865
- Other
- $17
- Deferred
- $3,379
- Nontaxable benefits
- $0
- Filer's total
- $176,244
-
Anthony PennayANTHONY PENNAY
SENIOR VP OF STRATEGIC GROWTH
- Total calculated
- $210,408
- From this org
- $200,668
- From related orgs
- $0
- Other
- $9,740
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $192,776
- Bonus
- $7,875
- Other
- $17
- Deferred
- $0
- Nontaxable benefits
- $9,740
- Filer's total
- $210,408
-
Jesse FunesJESSE FUNES
VP OF FIN. PLANNING & ANALYSIS
- Total calculated
- $186,300
- From this org
- $176,278
- From related orgs
- $0
- Other
- $10,022
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $168,473
- Bonus
- $7,788
- Other
- $17
- Deferred
- $2,209
- Nontaxable benefits
- $7,813
- Filer's total
- $186,300
-
Sridhara RaoSRIDHARA RAO
CONTROLLER
- Total calculated
- $128,733
- From this org
- $123,900
- From related orgs
- $0
- Other
- $4,833
- Hours/week
- 40
-
Jennifer LeyretanaJENNIFER LEYRETANA
SR. DIR. OF HUMAN RESOURCES
- Total calculated
- $133,880
- From this org
- $122,043
- From related orgs
- $0
- Other
- $11,837
- Hours/week
- 40
-
Tetyana WynterTETYANA WYNTER
VP OF MEMBER SERVICES
- Total calculated
- $128,190
- From this org
- $120,501
- From related orgs
- $0
- Other
- $7,689
- Hours/week
- 40
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 · Compensation committee
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 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
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
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · HOUSING FOR THE DEVELOPMENTALLY DISABLED · CA · controlled entity
Directly controlled by NEW HORIZONS - SERVING INDIVIDUALS WITH SPECIAL NEEDS
-
501(C)(3) · HOUSING FOR THE DEVELOPMENTALLY DISABLED · CA · controlled entity
Directly controlled by NEW HORIZONS - SERVING INDIVIDUALS WITH SPECIAL NEEDS
-
501(C)(3) · HOUSING FOR THE DEVELOPMENTALLY DISABLED · CA · controlled entity
Directly controlled by NEW HORIZONS - SERVING INDIVIDUALS WITH SPECIAL NEEDS
-
501(C)(3) · HOUSING FOR THE DEVELOPMENTALLY DISABLED · CA · controlled entity
Directly controlled by NEW HORIZONS - SERVING INDIVIDUALS WITH SPECIAL NEEDS
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202511359349301511
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