HORIZONS K-8 SCHOOL INC (EIN 464083631) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1991

Legal Domicile

Principal Officer

KRISTIN HAUGER

Phone

7205613600

Tax Period

2024-07-01 to 2025-06-30

HORIZONS K-8 SCHOOL INC, founded in 1991, is a community nonprofit in the Education sector that reported $6.2M in total revenue in fiscal year 2024. Expenses of $6.0M left a modest 3% surplus.

Mission

TO GUIDE K-8 STUDENTS TO BECOME SELF-DIRECTED LEARNERS AND COMMUNITY CONTRIBUTORS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $6,101,506

Program Service Revenue $67,243

Investment Income $46,067

Other Revenue $-1,071

TOTAL REVENUE $6,213,745

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,167,829

Fundraising Expenses $0

Program Expenses $4,186,750

Other Expenses $1,849,799

TOTAL EXPENSES $6,017,628

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,213,745	$5,897,996	+0.1%
Expenses	$6,017,628	$5,653,498	+0.1%
Net Income	$196,117	$244,498	-0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$315,221

Total Directors

$599,239

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM FREUND	TEACHER / DIRECTOR	40.00	Director	$94,036	$34,655	$128,691
FRAN COHEN	TEACHER / DIRECTOR	40.00	Director	$92,832	$33,689	$126,521
JULIE COHEN	TEACHER / DIRECTOR	40.00	Director	$88,581	$34,399	$122,980
ADAM BRINK	TEACHER / DIRECTOR	40.00	Director	$82,871	$29,973	$112,844
EMILY KURTZ	TEACHER / DIRECTOR	40.00	Director	$80,550	$27,653	$108,203
MIKE ASHMORE	CO-CHAIR	2.00	Officer Director	$0	$0	$0
ELIZABETH PARADY	TREASURER	2.00	Officer Director	$0	$0	$0
MICHELLE BARGO	DIRECTOR	2.00	Director	$0	$0	$0
JOHN BOGOSIAN	DIRECTOR	2.00	Director	$0	$0	$0
RACHEL CLIONSKY	DIRECTOR	2.00	Director	$0	$0	$0
RON HORANSKY	DIRECTOR	2.00	Director	$0	$0	$0
TRAVIS LOCKHART	DIRECTOR	2.00	Director	$0	$0	$0
JASMINE GRAVES BLACK-CLEMONS	PRINCIPAL/CO-CHAIR	40.00	Officer	$128,866	$56,107	$184,973
KRISTIN HAUGER	ASSISTANT PRINCIPAL	40.00	Officer	$94,847	$35,401	$130,248
LYNN PENCE	TEACHER / DIRECTOR	40.00	Highest	$106,302	$36,581	$142,883

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$6,213,745	$6,017,628	$4,102,718	$196,117
2024	$5,897,996	$5,653,498	$4,558,927	$244,498
2023	$5,206,733	$5,334,388	$3,750,120	$-127,655
2022	$5,468,089	$5,109,003	$3,760,477	$359,086
2022	$5,468,089	$5,109,003	$3,760,477	$359,086
2021	$4,563,619	$4,793,589	$5,052,052	$-229,970
2020	$4,564,647	$4,562,017	$3,286,656	$2,630
2019	$4,439,864	$4,328,655	$4,640,812	$111,209
2018	$4,042,326	$3,819,857	$5,831,190	$222,469

HORIZONS K-8 SCHOOL INC