Civic Intelligence

New Horizon School

EIN 91-1673487 • 501(c)3 • Renton, WA

Profile

To provide a successful learning environment for students with learning disabilities, attention deficits, and other learning differences. It offers a wide range of academic programs and extracurricular activities with accommodations to meet the needs of its learners. The school serves students in grades 4-12 from a geographical region ranging from issaquah, to everett, to bainbridge island, to tacoma, and everywhere in between.

1111 South Carr RoadRenton, WA 98055

www.new-horizon-school.org

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.50x

Higher debt load relative to assets than 83% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

81st percentile

0.49x

Higher debt load relative to revenue than 81% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

42nd percentile

1.2%

Higher net margin than 42% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

75th percentile

$122,470

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 7.6% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

22nd percentile

-6.0%

Faster asset growth than 22% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

49th percentile

6.5%

Faster revenue growth than 49% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$1,582,251

Down $101,544 (-6.0%) from 2023

Liabilities

Down

$793,586

Down $121,465 (-13%) from 2023

Net Assets

Up

$788,665

Up $19,921 (+2.6%) from 2023

Revenue

Up

$1,615,671

Up $99,300 (+6.5%) from 2023

Expenses

Up

$1,595,750

Up $48,641 (+3.1%) from 2023

Net Income

Up

$19,921

Up $50,659 (+165%) from 2023

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,656,261Liabilities 2011: $1,055,136Net Assets 2011: $601,1252011Assets 2012: $1,658,107Liabilities 2012: $994,040Net Assets 2012: $664,0672012Assets 2013: $1,568,334Liabilities 2013: $904,693Net Assets 2013: $663,6412013Assets 2014: $1,424,128Liabilities 2014: $856,651Net Assets 2014: $567,4772014Assets 2015: $1,563,766Liabilities 2015: $781,116Net Assets 2015: $782,6502015Assets 2016: $1,724,890Liabilities 2016: $778,866Net Assets 2016: $946,0242016Assets 2017: $1,779,262Liabilities 2017: $730,421Net Assets 2017: $1,048,8412017Assets 2018: $1,801,049Liabilities 2018: $699,879Net Assets 2018: $1,101,1702018Assets 2019: $1,728,827Liabilities 2019: $731,662Net Assets 2019: $997,1652019Assets 2020: $1,787,532Liabilities 2020: $778,220Net Assets 2020: $1,009,3122020Assets 2021: $1,788,559Liabilities 2021: $809,763Net Assets 2021: $978,7962021Assets 2022: $1,666,628Liabilities 2022: $819,507Net Assets 2022: $847,1212022Assets 2023: $1,683,795Liabilities 2023: $915,051Net Assets 2023: $768,7442023Assets 2024: $1,582,251Liabilities 2024: $793,586Net Assets 2024: $788,6652024

Highlighted filing

2024

Assets$1,582,251
Liabilities$793,586
Net Assets$788,665

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,103,787Expenses 2011: $1,093,072Net Income 2011: $10,7152011Expenses 2012: $1,075,7382012Expenses 2013: $1,082,0682013Revenue 2014: $877,085Expenses 2014: $973,249Net Income 2014: -$96,1642014Revenue 2015: $1,065,795Expenses 2015: $851,225Net Income 2015: $214,5702015Revenue 2016: $1,191,167Expenses 2016: $1,027,851Net Income 2016: $163,3162016Revenue 2017: $1,185,338Expenses 2017: $1,084,349Net Income 2017: $100,9892017Revenue 2018: $1,383,611Expenses 2018: $1,337,949Net Income 2018: $45,6622018Revenue 2019: $1,323,405Expenses 2019: $1,433,755Net Income 2019: -$110,3502019Revenue 2020: $1,390,488Expenses 2020: $1,381,377Net Income 2020: $9,1112020Revenue 2021: $1,404,430Expenses 2021: $1,467,037Net Income 2021: -$62,6072021Revenue 2022: $1,540,778Expenses 2022: $1,663,490Net Income 2022: -$122,7122022Revenue 2023: $1,516,371Expenses 2023: $1,547,109Net Income 2023: -$30,7382023Revenue 2024: $1,615,671Expenses 2024: $1,595,750Net Income 2024: $19,9212024

Highlighted filing

2024

Revenue$1,615,671
Expenses$1,595,750
Net Income$19,921

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.58$0.79$0.79$1.62$1.60$0.02
2023Summary only. Only limited summary data is available for this year.$1.68$0.92$0.77$1.52$1.55$0.03
2022Summary only. Only limited summary data is available for this year.$1.67$0.82$0.85$1.54$1.66$0.12
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.79$0.81$0.98$1.40$1.47$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.79$0.78$1.01$1.39$1.38$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$0.73$1.00$1.32$1.43$0.11
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.80$0.70$1.10$1.38$1.34$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.78$0.73$1.05$1.19$1.08$0.10
2016Summary only. Only limited summary data is available for this year.$1.72$0.78$0.95$1.19$1.03$0.16
2015Summary only. Only limited summary data is available for this year.$1.56$0.78$0.78$1.07$0.85$0.21
2014Summary only. Only limited summary data is available for this year.$1.42$0.86$0.57$0.88$0.97$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.57$0.90$0.66$1.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.66$0.99$0.66$1.08
2011Summary only. Only limited summary data is available for this year.$1.66$1.06$0.60$1.10$1.09$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Jun 13, 2024
Return Version
2023v6.0
Gross Receipts
$1,620,103
Mission and Program Overview

Mission

To provide a successful learning environment for students with learning disabilities, attention deficits, and other learning differences. It offers a wide range of academic programs and extracurricular activities with accommodations to meet the needs of its learners. The school serves students in grades 4-12 from a geographical region ranging from issaquah, to everett, to bainbridge island, to tacoma, and everywhere in between.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,121,273$1,071,544▼ $49,729
Cash and Non-Interest-Bearing Accounts$186,737$208,235▲ $21,498
Pledges and Grants Receivable$267,723$196,022▼ $71,701
Accounts Receivable$61,005$63,880▲ $2,875
Savings and Temporary Cash Investments$42,066$41,723▼ $343
Prepaid Expenses and Deferred Charges$267$180▼ $87
Total Assets$1,683,795$1,582,251▼ $101,544
Other Assets Total$4,724$667▼ $4,057
Liabilities
Mortgage Notes Payable Secured by Investment Property$482,021$445,958▼ $36,063
Accounts Payable and Accrued Expenses$267,895$223,943▼ $43,952
Deferred Revenue$161,566$123,168▼ $38,398
Other Liabilities$3,569$517▼ $3,052
Total Liabilities$915,051$793,586▼ $121,465
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$768,744$788,665▲ $19,921
Total Net Assets Fund Balance$768,744$788,665▲ $19,921
Total Liabilities and Net Assets / Fund Balance$1,683,795$1,582,251▼ $101,544

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$716,169$768,240$1,484,409
Land$314,864-$314,864
Equipment$40,511$184,522$225,033
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marla VelizCEOFT$122,470-$122,470
Tim RobnettSecretaryFT$70,017$12,710$82,727
Timm HinesDirectorFT$65,981-$65,981

Board Members and Trustees

NameTitle
Patricia AndersonPresident
Anitra Shelton-quinnDirector
Cheeka HuntDirector
Christie JonesDirector
Gabe JonesDirector
Mark SullivanDirector
Sheryl LandstromDirector
Tara GordonDirector
Taryn HudgensDirector
Victoria BowersDirector
Kim-khanh VanDiector
Golam M MorshedTreasurer
Marlin ChanTreasurer
Jen PackVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$89,180
Program Service Revenue
$1,520,901
Investment Income
$338
Other Revenue
$5,252
All Other Contributions
$18,441
Change in Net Assets
$19,921
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,143,438
Other Expenses$377,466
Grants and Similar Amounts Paid$74,846
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$554,339$118,018-$672,357
Current Officers, Directors, Trustees, and Key Employees$172,151$133,257-$305,408
Payroll Taxes$65,458$22,850-$88,308
Occupancy$64,147$21,688-$85,835
Other Employee Benefits$60,610$16,755-$77,365
Grants to Domestic Individuals$74,846--$74,846
Information Technology$66,090$7,565-$73,655
Depreciation Depletion$40,250$12,279-$52,529
Office Expenses$17,761$11,375-$29,136
Interest$17,289$8,478-$25,767
Insurance$10,739$10,739-$21,478
Fees for Services Accounting-$9,500-$9,500
Advertising-$8,166-$8,166
Fees for Services Other-$2,973-$2,973
Fees for Services Legal-$1,700-$1,700
Other Expenses$811$6,660-$811
Total Functional Expenses$1,200,250$395,500$0$1,595,750
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$4,432
Fundraising Gross Income$84
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction Fundrai$60,121-$1,498-
Total Events$60,121-$1,998$-1,998
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liabilities$517
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

The organization recognizes all parent(s) or guardian(s) of student(s) enrolled at new horizon school as members of the organization. In addition, each household who contract with the school to place one or more of their children in the organization's educational program for a full school year is recognized as a member of the organization.

Form 990, Page 6, Part VI, Line 7A

Members are eligible to vote for candidates running for open board positions provided they are current in their financial obligations to the school.

Form 990, Page 6, Part VI, Line 11B

Each board member is supplied with a copy of the form 990 for review before filing.

Form 990, Page 6, Part VI, Line 12C

The governing body regularly monitors and enforces compliance by requesting each director to acknowledge the receipt of the conflict of interest policy on an annual basis. Disclosure of any material conflicts (defined as reasonably expected to exert an influence on the director's judgement) is required before any action taken by the board and prior to any communication to which the school is a party.

Form 990, Page 6, Part VI, Line 15A

The governing body determines compensation for the ceo and directors of the organization that are also employees. Comparability data and performance evaluations are used to determine the compensation. Board members do not vote on their own compensation.

Form 990, Page 6, Part VI, Line 19

Documents required to be publicly available are available upon request.

Filing and Contact Details

Filer

Filer Name
New Horizon School
EIN
91-1673487
Phone
4252263717
Address
1111 SOUTH CARR ROAD, RENTON, WA 98055

Signing Officer

Name
Marla Veliz
Title
CEO
Phone
4252263717
Signed
2024-06-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia Anderson
Formed
1995
Legal Domicile
Wa
Voting Board Members
13
Independent Board Members
10
Employees
18
Volunteers
10

Preparer

Firm
Shannon & Associates Llp
Address
1851 CENTRAL PLACE SOUTH SUITE 225, KENT, WA 98030-7507
Preparer
Julie Courtney
Phone
2538528500
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To provide a successful learning environment for students with learning disabilities, attention deficits, and other learning differences. It offers a wide range of academic programs and extracurricular activities with accommodations to meet the needs of its learners. The school serves students in grades 4-12 from a geographical region ranging from issaquah, to everett, to bainbridge island, to tacoma, and everywhere in between.

Form 990, Page 1, Part I, Line 6

Parents volunteer with school fundraising efforts including participation at events and on the fundraising committee. A parent volunteer also provided miscellaneous carpentry repairs during the year.

Form 990, Page 2, Part III, Line 4A

Faculty and staff members served students with learning differences including learning disabilities (e.g. Dyslexia, communication disorder, nonverbal language disorder), attention deficit hyperactivity disorder (adhd), brain injury, autism spectrum disorder and disorders of executive functioning and other learning differences. The nhs curriculum is reviewed on a yearly basis and changes are made to accommodate students needs based on graduation requirements and interests of students. Our school programs accommodate a wide variety of learning styles and special education needs. We strive to create activities that engage each student actively in learning. We use specialized curricular and instructional methods to deliver subject matter. Aligned common core standards enabled 70 students with learning differences to achieve academic, social, behavioral and emotional success in a supportive, accepting educational environment. Each high school student is required to develop a project that will culminated in their senior year. Nhs continued developing our transition program to help our students move on to employment, higher education or public school. 18-21 programs are available after they leave new horizon school. Nhs received continued accreditation from the advance and northwest accreditation commission. Planning is ongoing for transition to adult life, counseling, and extracurricular activities such as ski/snowboard club, archery, asb, fishing club, order of the black watch & model club. Contract services for academic testing and speech therapy are provided with speech therapy and mental health counseling available on campus.

Financial Statement Notes

Schedule D, Page 3, Part X

Accounting for income taxes guidance requires nonpublic entities to determine and evaluate uncertain tax positions. Entities are required to measure, recognize, and disclose certain tax positions. The term tax position includes, but is not limited to a decision not to file a return, the characterization of income or a decision to exclude reporting taxable income on a tax return, and the entitys tax-exempt status. Management evaluates uncertain tax positions annually and believes the school does not have uncertain positions. Should penalties and interest be paid, they are treated as a current period expense. The schools federal information returns are open to examination by the internal revenue service for the fiscal tax years ended july 31, 2022 to 2024.

Raw XML AppendixShowing 400 of 512 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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IRS990/ActivityOrMissionDesc0TO PROVIDE A SUCCESSFUL LEARNING ENVIRONMENT FOR STUDENTS WITH LEARNING DISABILITIES, ATTENTION DEFICITS, AND OTHER LEARNING DIFFERENCES. IT OFFERS A WIDE RANGE OF ACADEMIC PROGRAMS AND EXTRACURRICULAR ACTIVITIES WITH ACCOMMODATIONS TO MEET THE NEEDS OF ITS LEARNERS. THE SCHOOL SERVES STUDENTS IN GRADES 4-12 FROM A GEOGRAPHICAL REGION RANGING FROM ISSAQUAH, TO EVERETT, TO BAINBRIDGE ISLAND, TO TACOMA, AND EVERYWHERE IN BETWEEN.
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IRS990/Desc0FACULTY AND STAFF MEMBERS SERVED STUDENTS WITH LEARNING DIFFERENCES INCLUDING LEARNING DISABILITIES (E.G. DYSLEXIA, COMMUNICATION DISORDER, NONVERBAL LANGUAGE DISORDER), ATTENTION DEFICIT HYPERACTIVITY DISORDER (ADHD), BRAIN INJURY, AUTISM SPECTRUM DISORDER AND DISORDERS OF EXECUTIVE FUNCTIONING AND OTHER LEARNING DIFFERENCES. THE NHS CURRICULUM IS REVIEWED ON A YEARLY BASIS AND CHANGES ARE MADE TO ACCOMMODATE STUDENTS NEEDS BASED ON GRADUATION REQUIREMENTS AND INTERESTS OF STUDENTS. OUR SCHOOL PROGRAMS ACCOMMODATE A WIDE VARIETY OF LEARNING STYLES AND SPECIAL EDUCATION NEEDS. WE STRIVE TO CREATE ACTIVITIES THAT ENGAGE EACH STUDENT ACTIVELY IN LEARNING. WE USE SPECIALIZED CURRICULAR AND INSTRUCTIONAL METHODS TO DELIVER SUBJECT MATTER. ALIGNED COMMON CORE STANDARDS ENABLED 70 STUDENTS WITH LEARNING DIFFERENCES TO ACHIEVE ACADEMIC, SOCIAL, BEHAVIORAL AND EMOTIONAL SUCCESS IN A SUPPORTIVE, ACCEPTING EDUCATIONAL ENVIRONMENT. EACH HIGH SCHOOL STUDENT IS REQUIRED TO DEVELOP A PROJECT THAT WILL CULMINATED IN THEIR SENIOR YEAR. NHS CONTINUED DEVELOPING OUR TRANSITION PROGRAM TO HELP OUR STUDENTS MOVE ON TO EMPLOYMENT, HIGHER EDUCATION OR PUBLIC SCHOOL. 18-21 PROGRAMS ARE AVAILABLE AFTER THEY LEAVE NEW HORIZON SCHOOL. NHS RECEIVED CONTINUED ACCREDITATION FROM THE ADVANCE AND NORTHWEST ACCREDITATION COMMISSION. PLANNING IS ONGOING FOR TRANSITION TO ADULT LIFE, COUNSELING, AND EXTRACURRICULAR ACTIVITIES SUCH AS SKI/SNOWBOARD CLUB, ARCHERY, ASB, FISHING CLUB, ORDER OF THE BLACK WATCH & MODEL CLUB. CONTRACT SERVICES FOR ACADEMIC TESTING AND SPEECH THERAPY ARE PROVIDED WITH SPEECH THERAPY AND MENTAL HEALTH COUNSELING AVAILABLE ON CAMPUS.
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IRS990/MissionDesc0TO PROVIDE A SUCCESSFUL LEARNING ENVIRONMENT FOR STUDENTS WITH LEARNING DISABILITIES, ATTENTION DEFICITS, AND OTHER LEARNING DIFFERENCES. IT OFFERS A WIDE RANGE OF ACADEMIC PROGRAMS AND EXTRACURRICULAR ACTIVITIES WITH ACCOMMODATIONS TO MEET THE NEEDS OF ITS LEARNERS. THE SCHOOL SERVES STUDENTS IN GRADES 4-12 FROM A GEOGRAPHICAL REGION RANGING FROM ISSAQUAH, TO EVERETT, TO BAINBRIDGE ISLAND, TO TACOMA, AND EVERYWHERE IN BETWEEN.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING FOR INCOME TAXES GUIDANCE REQUIRES NONPUBLIC ENTITIES TO DETERMINE AND EVALUATE UNCERTAIN TAX POSITIONS. ENTITIES ARE REQUIRED TO MEASURE, RECOGNIZE, AND DISCLOSE CERTAIN TAX POSITIONS. THE TERM TAX POSITION INCLUDES, BUT IS NOT LIMITED TO A DECISION NOT TO FILE A RETURN, THE CHARACTERIZATION OF INCOME OR A DECISION TO EXCLUDE REPORTING TAXABLE INCOME ON A TAX RETURN, AND THE ENTITYS TAX-EXEMPT STATUS. MANAGEMENT EVALUATES UNCERTAIN TAX POSITIONS ANNUALLY AND BELIEVES THE SCHOOL DOES NOT HAVE UNCERTAIN POSITIONS. SHOULD PENALTIES AND INTEREST BE PAID, THEY ARE TREATED AS A CURRENT PERIOD EXPENSE. THE SCHOOLS FEDERAL INFORMATION RETURNS ARE OPEN TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR THE FISCAL TAX YEARS ENDED JULY 31, 2022 TO 2024.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleD/TotalLiabilityAmt0517
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IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
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IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
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IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE NONDISCRIMINATORY POLICY IS PUBLICIZED IN THE LOCAL NEWSPAPER AND IS AVAILABLE ON THE SCHOOL WEBSITE.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt060121
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt01998
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION FUNDRAI

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