Civic Intelligence

Horizon Charter School Education Foundation

EIN 74-3120671 • 501(c)3 • Lincoln, CA

Profile

To support the students, parents, teachers and staff of horizon charter school, expanding education opportunities and assisting in furthering and achieving educational goals.

2800 Nicolaus Road 100Lincoln, CA 95648

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

20th percentile

-26%

Higher net margin than 20% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

44th percentile

-6.3%

Faster asset growth than 44% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

24th percentile

-36%

Faster revenue growth than 24% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$45,232

Down $3,016 (-6.3%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$45,232

Down $3,016 (-6.3%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin20th percentile

Revenue

Down

$14,059

Down $7,830 (-36%) from 2024

Expenses

Up

$17,751

Up $11,189 (+171%) from 2024

Net Income

Down

-$3,692

Down $19,019 (-124%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2011: $17,411Liabilities 2011: $02011Assets 2012: $30,994Liabilities 2012: $02012Assets 2013: $34,411Liabilities 2013: $0Net Assets 2013: $34,4112013Assets 2014: $30,014Net Assets 2014: $30,0142014Assets 2015: $32,183Net Assets 2015: $32,1832015Assets 2016: $63,760Net Assets 2016: $63,7602016Assets 2017: $60,656Net Assets 2017: $60,6562017Assets 2018: $53,887Net Assets 2018: $53,8872018Assets 2019: $44,780Net Assets 2019: $44,7802019Assets 2020: $41,970Net Assets 2020: $41,9702020Assets 2021: $37,336Net Assets 2021: $37,3362021Assets 2022: $45,735Net Assets 2022: $45,7352022Assets 2023: $32,921Net Assets 2023: $32,9212023Assets 2024: $48,248Net Assets 2024: $48,2482024Assets 2025: $45,232Net Assets 2025: $45,2322025

Highlighted filing

2025

Assets$45,232
Liabilities-
Net Assets$45,232
Open 2025 Filing

Operations Trend

Revenue Growth24th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $26,091Expenses 2011: $26,840Net Income 2011: -$7492011Revenue 2012: $96,614Expenses 2012: $83,031Net Income 2012: $13,5832012Revenue 2013: $56,944Expenses 2013: $53,527Net Income 2013: $3,4172013Revenue 2014: $33,263Expenses 2014: $37,660Net Income 2014: -$4,3972014Revenue 2015: $28,207Expenses 2015: $26,037Net Income 2015: $2,1702015Revenue 2016: $48,411Expenses 2016: $16,834Net Income 2016: $31,5772016Revenue 2017: $18,085Expenses 2017: $21,189Net Income 2017: -$3,1042017Revenue 2018: $17,224Expenses 2018: $23,994Net Income 2018: -$6,7702018Revenue 2019: $19,372Expenses 2019: $28,478Net Income 2019: -$9,1062019Revenue 2020: $18,655Expenses 2020: $21,466Net Income 2020: -$2,8112020Revenue 2021: $8,532Expenses 2021: $13,166Net Income 2021: -$4,6342021Revenue 2022: $12,780Expenses 2022: $4,381Net Income 2022: $8,3992022Revenue 2023: $12,228Expenses 2023: $25,130Net Income 2023: -$12,9022023Revenue 2024: $21,889Expenses 2024: $6,562Net Income 2024: $15,3272024Revenue 2025: $14,059Expenses 2025: $17,751Net Income 2025: -$3,6922025

Highlighted filing

2025

Revenue$14,059
Expenses$17,751
Net Income-$3,692
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,232
Liabilities
-
Net assets
$45,232
Revenue
$14,059
Expenses
$17,751
Net income
-$3,692
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$45.2$45.2$14.1$17.8$3.69
2024Detailed filing. Detailed filing data is available for this year.$48.2$48.2$21.9$6.56$15.3
2023Detailed filing. Detailed filing data is available for this year.$32.9$32.9$12.2$25.1$12.9
2022Detailed filing. Detailed filing data is available for this year.$45.7$45.7$12.8$4.38$8.40
2021Detailed filing. Detailed filing data is available for this year.$37.3$37.3$8.53$13.2$4.63
2020Detailed filing. Detailed filing data is available for this year.$42.0$42.0$18.7$21.5$2.81
2019Detailed filing. Detailed filing data is available for this year.$44.8$44.8$19.4$28.5$9.11
2018Detailed filing. Detailed filing data is available for this year.$53.9$53.9$17.2$24.0$6.77
2017Detailed filing. Detailed filing data is available for this year.$60.7$60.7$18.1$21.2$3.10
2016Detailed filing. Detailed filing data is available for this year.$63.8$63.8$48.4$16.8$31.6
2015Detailed filing. Detailed filing data is available for this year.$32.2$32.2$28.2$26.0$2.17
2014Detailed filing. Detailed filing data is available for this year.$30.0$30.0$33.3$37.7$4.40
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.4$0.00$34.4$56.9$53.5$3.42
2012Summary only. Only limited summary data is available for this year.$31.0$0.00$96.6$83.0$13.6
2011Summary only. Only limited summary data is available for this year.$17.4$0.00$26.1$26.8$0.75
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 10, 2026
Return Version
2024v5.2
Gross Receipts
$14,059
Mission and Program Overview

Mission

To support the students, parents, teachers and staff of Horizon Charter School, expanding educational opportunities and assisting in furthering and achieving educational goals.

Program Services

DescriptionGrantsExpenses
Horizon Charter School Eduction Foundation supported fieldtrips, advanced placement examinations and activities that support education-$11,416
The Horizon Charter School Education Foundation awarded college scholarships to outstnading graduating students-$6,000
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John GarradCEO-$0--
Jennifer NunesHcsca Rep-$0--
Kevin MillerSecretary-$0--
Alison GarciaCFO-$0--
Jasvindar Kuar SinghTreasurer-$0--
Jay StewartBus. Ser Conslt-$0--
Filing and Contact Details

Filer

Filer Name
Horizon Instructional Systems
EIN
74-3120671
Phone
9164085200
Address
2800 Nicolaus Road 100, Lincoln, CA 95648

Signing Officer

Name
Jay Stewart
Title
Business Srv Consult
Signed
2026-02-10
Discuss with paid preparer
Yes

Preparer

Firm
James Marta & Co Llp
Address
701 HOWE AVE STE E3, SACRAMENTO, CA 95825
Preparer
James Marta
Phone
9169994180
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Scholarships $6000”

Other Expenses.2

“Field Trips $4350”

Other Expenses.3

“Stem club expenses $3463”

Other Expenses.4

“Stem awards $1400”

Other Expenses.5

“Prom expenses $1151”

Other Expenses.6

“Winter Ball $1052”

Other Expenses.7

“Business Registration $70”

Other Expenses.8

“Bank Charges $35”

Raw XML Appendix164 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lincoln
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095648
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0John Garrad
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CEO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CFO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Bus. Ser Conslt
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0676
IRS990EZ/OtherExpensesTotalAmt017521
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To support the students, parents, teachers and staff of Horizon Charter School, expanding educational opportunities and assisting in furthering and achieving educational goals.
IRS990EZ/ProgramServiceRevenueAmt010734
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt111416
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt017751
IRS990EZ/TotalProgramServiceExpensesAmt017416
IRS990EZ/TotalRevenueAmt014059
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0680474221
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Horizon Charter School
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Scholarships $6000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Field Trips $4350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Stem club expenses $3463
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Prom expenses $1151
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Winter Ball $1052
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jay Stewart
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Business Srv Consult
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Horizon Instructional Systems
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Education Foundation
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ReturnHeader/Filer/EIN0743120671
ReturnHeader/Filer/PhoneNum09164085200
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ReturnHeader/PreparerPersonGrp/PhoneNum09169994180
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James Marta
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ReturnHeader/ReturnTs02026-02-10T13:16:24-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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