Return of Organization Exempt From Income Tax

Transcription

1 Form Part I 1 22 Part II Sign Here 990 Department of the Treasury Internal Revenue Service Paid Preparer Use Only Return of Organization Exempt From Income Tax Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except lack lung enefit trust or private foundation) Summary Briefly descrie the organization's mission or most significant activities: Total assets (Part, line 16)... Total liailities (Part, line 26)... Net assets or fund alances. Sutract line 21 from line Signature Block 2012 Open to Pulic Inspection A For the 2012 calendar year, or tax year eginning 09-01, 2012, and ending 08-31, 2013 B Check if applicale: C Name of organizationnew Horizons of Southwest Florida D Employer identification no. Activities & Governance Revenue Expenses 2 Check this ox if the organization discontinued its operations or disposed of more than 25% of its net assets. 3 Numer of voting memers of the governing ody (Part VI, line 1a) Numer of independent voting memers of the governing ody (Part VI, line 1) Total numer of individuals employed in calendar year 2012 (Part V, line 2a) Total numer of volunteers (estimate if necessary) a Total unrelated usiness revenue from Part VIII, column (C), line a Net unrelated usiness taxale income from Form 990-T, line a For Paperwork Reduction Act tice, see the separate instructions. The organization may have to use a copy of this return to satisfy state reporting requirements. Name change Numer and street (or P.O. ox if mail is not delivered to street address) Room/suite E Telephone numer Amended return Naples, FL G Gross receipts $ F I Tax-exempt status: 501(c)(3) 501(c) ( ) (insert no.) 4947(a)(1) or 527 H() Are all affiliates included? Yes If "," attach a list. (see instructions) J Wesite: N/A H(c) Group exemption numer K Form of organization: Corporation Trust Association Other L Year of formation: 2002 M State of legal domicile: FL Fund Blances Net Assets or Address change Initial return Terminated Application pending Doing Business As City, town or post office, state, and ZIP code Name and address of principal officer: Contriutions and grants (Part VIII, line 1h) Program service revenue (Part VIII, line 2g) Investment income (Part VIII, column (A), lines 3, 4, and 7d)... Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)... Total revenue - add lines 8 through 11 (must equal Part VIII, column (A), line 12)... Grants and similar amounts paid (Part I, column (A), lines 1-3) Benefits paid to or for memers (Part I, column (A), line 4) Salaries, other compensation, employee enefits (Part I, column (A), lines 5-10)... Professional fundraising fees (Part I, column (A), line 11e) Total fundraising expenses (Part I, column (D), line 25) Other expenses (Part I, column (A), lines 11a-11d, 11f-24e) Total expenses. Add lines (must equal Part I, column (A), line 25)... Revenue less expenses. Sutract line 18 from line May the IRS discuss this return with the preparer shown aove? (see instructions) H(a) Is this a group return for affiliates? Prior Year Beginning of Current Year Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the est of my knowledge and elief, it is true, correct, and complete. Declaration of preparer (other than officer) is ased on all information of which preparer has any knowledge. ELLEN NICHOLS Signature of officer Type or print name and title Date Print/Type preparer's name Preparer's signature Check if PTIN Date OMB Yes Yes Current Year End of Year Jeffrey P. Goldstein, CP self-employed P Firm's name Firm's address Firm's EIN Phone no PO Box (239) ELLEN NICHOLS, OFFICER Ragain Financial Bonita Grande Drive, Ste 103 Bonita Springs FL UNDERPRIVLEGED CHILDREN EDUCATION 642, , ,639 (357) 1,646 74,835 87, , , , , , , , ,421 67, , , , , , ,107 Form 990 (2012)

2 Form 990 (2012) New Horizons of Southwest Florida Page 2 Part III Statement of Program Service Accomplishments Check if Schedule O contains a response to any question in this Part III... 1 Briefly descrie the organization's mission: UNDERPRIVLEGED CHILDREN EDUCATION Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ?... If "Yes," descrie these new services on Schedule O. Did the organization cease conducting, or make significant changes in how it conducts, any program services?... If "Yes," descrie these changes on Schedule O. Descrie the organization's program service accomplishments for each of its three largest program services, as measured y expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported. Yes Yes 4a (Code: ) (Expenses $ 403,159 including grants of $ ) (Revenue $ ) EMPOWERING AT-RISK YOUTH TO REACH THEIR FULL POTENTIAL THROUGH TUTORING, MENTORING AND FAITH. 4 (Code: ) (Expenses $ including grants of $ ) (Revenue $ ) 4c (Code: ) (Expenses $ including grants of $ ) (Revenue $ ) 4d 4e Other program services. (Descrie in Schedule O.) (Expenses $ including grants of $ ) (Revenue $ ) Total program service expenses 403,159 Form 990 (2012)

3 Form 990 (2012) New Horizons of Southwest Florida Page 3 Part IV Checklist of Required Schedules 1 Is the organization descried in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A Is the organization required to complete Schedule B, Schedule of Contriutors (see instructions)? Did the organization engage in direct or indirect political campaign activities on ehalf of or in opposition to candidates for pulic office? If "Yes," complete Schedule C, Part I Section 501(c)(3) organizations. Did the organization engage in loying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives memership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III... Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distriution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I... Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II... Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III... Did the organization report an amount in Part, line 21, for escrow or custodial account liaility; serve as a custodian for amounts not listed in Part ; or provide credit counseling, det management, credit repair, or det negotiation services? If "Yes," complete Schedule D, Part IV... Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part V... If the organization's answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, I, or as applicale. a Did the organization report an amount for land, uildings, and equipment in Part, line 10? If "Yes," complete Schedule D, Part VI... 11a Did the organization report an amount for investments - other securities in Part, line 12 that is 5% or more of its total assets reported in Part, line 16? If "Yes," complete Schedule D, Part VII c Did the organization report an amount for investments - program related in Part, line 13 that is 5% or more of its total assets reported in Part, line 16? If "Yes," complete Schedule D, Part VIII... 11c d Did the organization report an amount for other assets in Part, line 15 that is 5% or more of its total assets reported in Part, line 16? If "Yes," complete Schedule D, Part I... 11d e Did the organization report an amount for other liailities in Part, line 25? If "Yes," complete Schedule D, Part... 11e f Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liaility for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part... 11f 12a Did the organization otain separate, independent audited financial statements for the tax year? If "Yes," complete Schedule D, Parts I and II... 12a Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "" to line 12a, then completing Schedule D, Parts I and II is optional Is the organization a school descried in section 170()(1)(A)(ii)? If "Yes," complete Schedule E a Did the organization maintain an office, employees, or agents outside of the United States?... 14a Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, usiness, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV Did the organization report on Part I, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the United States? If "Yes," complete Schedule F, Parts II and IV Did the organization report on Part I, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the United States? If "Yes," complete Schedule F, Parts III and IV Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part I, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions) Did the organization report more than $15,000 total of fundraising event gross income and contriutions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III a Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H... 20a If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Form 990 (2012) Yes

4 Form 990 (2012) New Horizons of Southwest Florida Page 4 Part IV Checklist of Required Schedules (continued) a c d 25a Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part I, column (A), line 1? If "Yes," complete Schedule I, Parts I and II... Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part I, column (A), line 2? If "Yes," complete Schedule I, Parts I and III... Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 aout compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J... Did the organization have a tax-exempt ond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after Decemer 31, 2002? If "Yes," answer lines 24 through 24d and complete Schedule K. If "," go to line Did the organization invest any proceeds of tax-exempt onds eyond a temporary period exception?... Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt onds?... Did the organization act as an "on ehalf of" issuer for onds outstanding at any time during the year?... Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess enefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I... Is the organization aware that it engaged in an excess enefit transaction with a disqualified person in a prior year, and that the transaction has not een reported on any of the organization's prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I... Was a loan to or y a current or former officer, director, trustee, key employee, highest compensated employee, or disqualified person outstanding as of the end of the organization's tax year? If "Yes," complete Schedule L, Part II... Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, sustantial contriutor or employee thereof, a grant selection committee memer, or to a 35% controlled entity or family memer of any of these persons? If "Yes," complete Schedule L, Part III... Was the organization a party to a usiness transaction with one of the following parties (see Schedule L, Part IV instructions for applicale filing thresholds, conditions, and exceptions): a A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV... 28a A family memer of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV c An entity of which a current or former officer, director, trustee, or key employee (or a family memer thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV... 28c 29 Did the organization receive more than $25,000 in non-cash contriutions? If "Yes," complete Schedule M Did the organization receive contriutions of art, historical treasures, or other similar assets, or qualified conservation contriutions? If "Yes," complete Schedule M Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections and ? If "Yes," complete Schedule R, Part I Was the organization related to any tax-exempt or taxale entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line a Did the organization have a controlled entity within the meaning of section 512()(13)?... 35a If "Yes" to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512()(13)? If "Yes," complete Schedule R, Part V, line Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitale related organization? If "Yes," complete Schedule R, Part V, line Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? te. All Form 990 filers are required to complete Schedule O Form 990 (2012) a 24 24c 24d 25a Yes

5 Form 990 (2012) New Horizons of Southwest Florida Page 5 Part V Statements Regarding Other IRS Filings and Tax Compliance Check if Schedule O contains a response to any question in this Part V... 1a c 2a 3a 4a 5a c 6a 7 Enter the numer reported in Box 3 of Form Enter -0- if not applicale... 1a 0 Enter the numer of Forms W-2G included in line 1a. Enter -0- if not applicale Did the organization comply with ackup withholding rules for reportale payments to vendors and reportale gaming (gamling) winnings to prize winners?... Enter the numer of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered y this return... 2a 0 If at least one is reported on line 2a, did the organization file all required federal employment tax returns?... te. If the sum of lines 1a and 2a is greater than 250, you may e required to e-file (see instructions) Did the organization have unrelated usiness gross income of $1,000 or more during the year?... If "Yes," has it filed a Form 990-T for this year? If "," provide an explanation in Schedule O... At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a ank account, securities account, or other financial account)?... If "Yes," enter the name of the foreign country: See instructions for filing requirements for Form TD F , Report of Foreign Bank and Financial Accounts. Was the organization a party to a prohiited tax shelter transaction at any time during the tax year?... Did any taxale party notify the organization that it was or is a party to a prohiited tax shelter transaction?... If "Yes" to line 5a or 5, did the organization file Form 8886-T?... Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contriutions that were not tax deductile as charitale contriutions?... If "Yes," did the organization include with every solicitation an express statement that such contriutions or gifts were not tax deductile?... Organizations that may receive deductile contriutions under section 170(c). a Did the organization receive a payment in excess of $75 made partly as a contriution and partly for goods and services provided to the payor?... If "Yes," did the organization notify the donor of the value of the goods or services provided?... c Did the organization sell, exchange, or otherwise dispose of tangile personal property for which it was required to file Form 8282?... d If "Yes," indicate the numer of Forms 8282 filed during the year... 7d e Did the organization receive any funds, directly or indirectly, to pay premiums on a personal enefit contract?... f Did the organization, during the year, pay premiums, directly or indirectly, on a personal enefit contract?... g If the organization received a contriution of qualified intellectual property, did the organization file Form 8899 as required?.. h If the organization received a contriution of cars, oats, airplanes, or other vehicles, did the organization file a Form 1098-C?... 8 Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained y a sponsoring organization, have excess usiness holdings at any time during the year? Sponsoring organizations maintaining donor advised funds. a Did the organization make any taxale distriutions under section 4966?... 9a Did the organization make a distriution to a donor, donor advisor, or related person? Section 501(c)(7) organizations. Enter: a Initiation fees and capital contriutions included on Part VIII, line a Gross receipts, included on Form 990, Part VIII, line 12, for pulic use of clu facilities Section 501(c)(12) organizations. Enter: a Gross income from memers or shareholders... 11a Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) a Section 4947(a)(1) non-exempt charitale trusts. Is the organization filing Form 990 in lieu of Form 1041?... 12a If "Yes," enter the amount of tax-exempt interest received or accrued during the year Section 501(c)(29) qualified nonprofit health insurance issuers. a Is the organization licensed to issue qualified health plans in more than one state?... 13a te. See the instructions for additional information the organization must report on Schedule O. Enter the amount of reserves the organization is required to maintain y the states in which the organization is licensed to issue qualified health plans c Enter the amount of reserves on hand... 13c 14a Did the organization receive any payments for indoor tanning services during the tax year?... 14a If "Yes," has it filed a Form 720 to report these payments? If "," provide an explanation in Schedule O Form 990 (2012) 1c 2 3a 3 4a 5a 5 5c 6a 6 7a 7 7c 7e 7f 7g 7h Yes

6 Form 990 (2012) New Horizons of Southwest Florida Page 6 Part VI Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7 elow, and for a "" response to line 8a, 8, or 10 elow, descrie the circumstances, processes, or changes in Schedule O. See instructions. Check if Schedule O contains a response to any question in this Part VI... Section A. Governing Body and Management 1a committee, explain in Schedule O. Enter the numer of voting memers included in line 1a, aove, who are independent Did any officer, director, trustee, or key employee have a family relationship or a usiness relationship with any other officer, director, trustee, or key employee? Did the organization delegate control over management duties customarily performed y or under the direct supervision of officers, directors, or trustees, or key employees to a management company or other person? Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? Did the organization ecome aware during the year of a significant diversion of the organization's assets? Did the organization have memers or stockholders? a Did the organization have memers, stockholders, or other persons who had the power to elect or appoint one or more memers of the governing ody?... 7a Are any governance decisions of the organization reserved to (or suject to approval y) memers, stockholders, or persons other than the governing ody? Did the organization contemporaneously document the meetings held or written actions undertaken during the year y the following: a The governing ody?... Each committee with authority to act on ehalf of the governing ody?... 9 Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot e reached at the organization's mailing address? If "Yes," provide the names and addresses in Schedule O... Section B. Policies (This Section B requests information aout policies not required y the Internal Revenue Code.) 10a 11a 12a c Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," descrie in Schedule O how this was done... 12c 13 Did the organization have a written whistlelower policy? Did the organization have a written document retention and destruction policy? Did the process for determining compensation of the following persons include a review and approval y a 16a participation in joint venture arrangements under applicale federal tax law, and take steps to safeguard the organization's exempt status with respect to such arrangements?... Section C. Disclosure 17 List the states with which a copy of this Form 990 is required to e filed Enter the numer of voting memers of the governing ody at the end of the tax year If there are material differences in voting rights among memers of the governing ody, or If the governing ody delegated road authority to an executive committee or similar Did the organization have local chapters, ranches, or affiliates?... If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and ranches to ensure their operations are consistent with the organization's exempt purposes?... Has the organization provided a complete copy of this Form 990 to all memers of its governing ody efore filing the form?.. Descrie in Schedule O the process, if any, used y the organization to review this Form 990. Did the organization have a written conflict of interest policy? If "," go to line Were officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? independent persons, comparaility data, and contemporaneous sustantiation of the delieration and decision? The organization's CEO, Executive Director, or top management official... Other officers or key employees of the organization... If "Yes" to line 15a or 15, descrie the process in Schedule O (see instructions.) Did the organization invest in, contriute assets to, or participate in a joint venture or similar arrangement with a taxale entity during the year?... If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicale), 990, and 990-T (Section 501(c)(3)s only) availale for pulic inspection. Indicate how you made these availale. Check all that apply. Own wesite Another's wesite Upon request Other (explain in Schedule O) Descrie in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements availale to the pulic during the tax year.... State the name, physical address, and telephone numer of the person who possesses the ooks and records of the organization: Ellen Nichols (239) PO Box Naples, FL a 8 8a a 10 11a 12a 12 15a 15 16a 16 Yes Yes Form 990 (2012)

7 Form 990 (2012) New Horizons of Southwest Florida Page 7 Part VII Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Check if Schedule O contains a response to any question in this Part VII... Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 1a Complete this tale for all persons required to e listed. Report compensation for the calendar year ending with or within the organization's tax year. List all of the organization's current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid. (1) (2) (3) (4) (5) (6) (7) (8) (9) ROBERT NICHOLS DIRECTOR (10) List all of the organization's current key employees, if any. See instructions for definition of "key employee." List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee) who received reportale compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations. List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000 of reportale compensation from the organization and any related organizations. List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportale compensation from the organization and any related organizations. List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest compensated employees; and former such persons. Check this ox if neither the organization nor any related organization compensated any current officer, director, or trustee. CLARE WARD (A) (B) (C) (D) (E) (F) Name and Title Average Position Reportale Reportale Estimated hours per compensation compensation from amount of (do not check more than one week (list any from related other hours for ox, unless person is oth an the organizations compensation related officer and a director/trustee) organization (W-2/1099-MISC) from the organizations (W-2/1099-MISC) organization elow dotted I t d I t O K H c e F and related n r i n r f e i o m o line) d u r s u f y g m p r organizations i s e t s i h p l m v t c i t c e e e o e i e t t e e m s n y r d e o u e r p t s e u r t l a e a o i o t l r o y e n e d a e l DIRECTOR DAVID AMES SECRETARY DAVID SHELLENBARGER CHAIRMAN DEBRA HALEY VICE CHAIRMAN DR JAMES WISMAR DIRECTOR ELLEN NICHOLS TREASURER , JOHN JAZWA DIRECTOR ROBERT LANCASTER DIRECTOR (11) (12) (13) (14) Form 990 (2012)

8 Form 990 (2012) New Horizons of Southwest Florida Page 8 Part VII Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) (15) (A) (B) (C) (D) (E) (F) Name and title Average Position Reportale Reportale Estimated hours per (do not check more than one compensation compensation from amount of week (list any ox, unless person is oth an from related other hours for officer and director/trustee) the organizations compensation related I t d I t O K H c e F organization (W-2/1099-MISC) from the organizations n r i n r f e i o m o (W-2/1099-MISC) organization d u r s u f y g mp r elow dotted and related i s e t s i h p l m line) v t c i t c e e e o e organizations i e t t e e m s n y r d e o u e r p t s e iu r t l a e a o i o t r o y l e n e d a e l (16) (17) (18) (19) (20) (21) (22) (23) (24) (25) 1 Su-total... c Total from continuation sheets to Part VII, Section A... d Total (add lines 1 and 1c)... 33, Total numer of individuals (including ut not limited to those listed aove) who received more than $100,000 of reportale compensation from the organization 0 Yes 3 Did the organization list any former officer, director, or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual For any individual listed on line 1a, is the sum of reportale compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person... 5 Section B. Independent Contractors 1 Complete this tale for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization's tax year. (A) (B) (C) Name and usiness address Description of services Compensation 2 Total numer of independent contractors (including ut not limited to those listed aove) who received more than $100,000 of compensation from the organization Form 990 (2012)

9 Form 990 (2012) New Horizons of Southwest Florida Page 9 Part VIII Statement of Revenue Check if Schedule O contains a response to any question in this Part VIII... Contriutions, Gifts, Grants and Other Similar Amounts Program Service Revenue Other Revenue 1a c d e f g h 2a c d (i) Real (ii) Personal 6a Gross rents... c Less: rental expenses Rental income or (loss) d Net rental income or (loss)... 7a Less: cost or other asis and sales expenses... c Gain or (loss)... d Net gain or (loss)... 8a Gross income from fundraising of contriutions reported on line 1c). See Part IV, line a 104,203 Less: direct expenses... 16,606 c Net income or (loss) from fundraising events... 9a Gross income from gaming activities. See Part IV, line a Less: direct expenses... c Net income or (loss) from gaming activities... 10a Gross sales of inventory, less returns and allowances... a Less: cost of goods sold... c Net income or (loss) from sales of inventory... 11a Federated campaigns... Memership dues Fundraising events Related organizations... Government grants (contriutions).. All other contriutions, gifts, grants, and similar amounts not included aove ncash contriutions included in lines 1a-1f: $ Total. Add lines 1a-1f... e f All other program service revenue... g Total. Add lines 2a-2f... Investment income (including dividends, interest, and other similar amounts)... Income from investment of tax-exempt ond proceeds... Royalties... Gross amount from sales of assets other than inventory events (not including $ Miscellaneous Revenue (i) Securities c d All other revenue... e Total. Add lines 11a-11d Total revenue. See instructions... 1a 1 1c 1d 1e 1f 536,639 Business Code (ii) Other Business Code (A) (B) (C) (D) Total revenue Related or Unrelated Revenue exempt usiness excluded from tax function revenue under sections revenue 512, 513, or ,639 1,646 1,646 87,597 87, ,882 1, ,597 Form 990 (2012)

10 Form 990 (2012) New Horizons of Southwest Florida Page 10 Part I Statement of Functional Expenses Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A). Check if Schedule O contains a response to any question in this Part I... Do not include amounts reported on lines 6, 7, 8, 9, and 10 of Part VIII a c d e f g a c d e Grants and other assistance to governments and organizations in the United States. See Part IV, line 21. Grants and other assistance to individuals in the United States. See Part IV, line Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and Benefits paid to or for memers... Compensation of current officers, directors, trustees, and key employees... Compensation not included aove, to disqualified persons (as defined under section 4958(f)(1)) and persons descried in section 4958(c)(3)(B)... Other salaries and wages... Pension plan accruals and contriutions (include section 401(k) and 403() employer contriutions).. Other employee enefits... taxes... Fees for services (non-employees): Management... Legal... Accounting... Loying... Professional fundraising services. See Part IV, line 17. Investment management fees... Other. (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O.).. Advertising and promotion... Office expenses... Information technology... Royalties... Occupancy... Travel... Payments of travel or entertainment expenses for any federal, state, or local pulic officials... Conferences, conventions, and meetings... Interest... Payments to affiliates... Depreciation, depletion, and amortization... Insurance... Other expenses. Itemize expenses not covered aove (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.) All other expenses Total functional expenses. Add lines 1 through 24e. Joint costs. Complete this line only if the organization reported in column (B) joint costs from a comined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC )... (A) (B) (C) (D) Total expenses Program service Management and Fundraising expenses general expenses expenses 33,614 33, , ,876 14,719 23,296 21,933 1,363 9,529 9,529 6,133 1,588 4, ,102 6,750 2,352 7,678 7,678 22,070 22,070 7,579 7, ,114 94,588 14, , ,159 47,262 0 Form 990 (2012)

11 Form 990 (2012) New Horizons of Southwest Florida Page 11 Part Balance Sheet Check if Schedule O contains a response to any question in this Part... (A) (B) Beginning of year End of year 1 Cash - non-interest-earing , ,994 2 Savings and temporary cash investments Pledges and grants receivale, net Accounts receivale, net Loans and other receivales from current and former officers, directors trustees, key employees, and highest compensated employees. Net Assets of Fund Balances Liailities Assets Complete Part II of Schedule L 5 6 Loans and other receivales from other disqualified persons (as defined under section 4985(f)(1)), persons descried in section 4958(c)(3)(B), and contriuting employers and sponsoring organizations of section 501(c)(9) voluntary employees' eneficiary organizations (see instructions). Complete Part II of Schedule... L 6 7 tes and loans receivale, net Inventories for sale or use Prepaid expenses and deferred charges a Land, uildings, and equipment: cost or other asis. Complete Part VI of Schedule D... 10a 221,977 Less: accumulated depreciation ,852 37,949 10c 48, Investments - pulicly traded securities Investments - other securities. See Part IV, line Investments - program-related. See Part IV, line Intangile assets Other assets. See Part IV, line , , Total assets. Add lines 1 through 15 (must equal line 34) , , Accounts payale and accrued expenses , Grants payale Deferred revenue Tax-exempt ond liailities Escrow or custodial account liaility. Complete Part IV of Schedule D Loans and other payales to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons. Complete Part II of Schedule L Secured mortgages and notes payale to unrelated third parties Unsecured notes and loans payale to unrelated third parties Other liailities (including federal income tax, payales to related third parties, and other liailities not included on lines 17-24). Complete Part of Schedule D Total liailities. Add lines 17 through ,187 Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and Unrestricted net assets , , Temporarily restricted net assets Permanently restricted net assets... 10, ,000 Organizations that do not follow SFAS 117 (ASC 958), check here and complete lines 30 through Capital stock or trust principal, or current funds Paid-in or capital surplus, or land, uilding, or equipment fund Retained earnings, endowment, accumulated income, or other funds Total net assets or fund alances , , Total liailities and net assets/fund alances , ,294 Form 990 (2012)

12 SCHEDULE A (Form 990 or 990-EZ) Department of the Treasury Internal Revenue Service Name of the organization Pulic Charity Status and Pulic Support Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitale trust. Attach to Form 990 or Form 990-EZ. See separate instructions. New Horizons of Southwest Florida Part I Reason for Pulic Charity Status (All organizations must complete this part.) See instructions. The organization is not a private foundation ecause it is: (For lines 1 through 11, check only one ox.) e f g h (A) A church, convention of churches, or association of churches descried in section 170()(1)(A)(i). A school descried in section 170()(1)(A)(ii). (Attach Schedule E.) A hospital or a cooperative hospital service organization descried in section 170()(1)(A)(iii). A medical research organization operated in conjunction with a hospital descried in section 170()(1)(A)(iii). Enter the hospital's name, city, and state: An organization operated for the enefit of a college or university owned or operated y a governmental unit descried in section 170()(1)(A)(iv). (Complete Part II.) A federal, state, or local government or governmental unit descried in section 170()(1)(A)(v). An organization that normally receives a sustantial part of its support from a governmental unit or from the general pulic descried in section 170()(1)(A)(vi). (Complete Part II.) A community trust descried in section 170()(1)(A)(vi). (Complete Part II.) An organization that normally receives: (1) more than 33 1/3% of its support from contriutions, memership fees, and gross receipts from activities related to its exempt functions - suject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated usiness taxale income (less section 511 tax) from usinesses acquired y the organization after June 30, See section 509(a)(2). (Complete Part III.) An organization organized and operated exclusively to test for pulic safety. See section 509(a)(4). An organization organized and operated exclusively for the enefit of, to perform the functions of, or to carry out the purposes of one or more pulicly supported organizations descried in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the ox that descries the type of supporting organization and complete lines 11e through 11h Open to Pulic Inspection a Type I Type II c Type III-Functionally integrated d Type III-n-funtionally integrated By checking this ox, I certify that the organization is not controlled directly or indirectly y one or more disqualified persons other than foundation managers and other than one or more pulicly supported organizations descried in section 509(a)(1) or section 509(a)(2). If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, check this ox... Since August 17, 2006, has the organization accepted any gift or contriution from any of the following persons? Employer identification numer (i) A person who directly or indirectly controls, either alone or together with persons descried in (ii) and (iii) elow, the governing ody of the supported organization?... (ii) A family memer of a person descried in (i) aove?... (iii) A 35% controlled entity of a person descried in (i) or (ii) aove?... Provide the following information aout the supported organization(s). Yes Yes Yes OMB (i) Name of supported (ii) EIN (iii) Type of organization (iv) Is the organization (v) Did you notify (vi) Is the (vii) Amount of monetary organization (descried on lines 1-9 in col. (i) listed in your the organization in organization in col. support aove or IRC section governing document? col. (i) of your (i) organized in the (see instructions)) support? U.S.? 11g(i) 11g(ii) 11g(iii) Yes (B) (C) (D) (E) Total For Paperwork Reduction Act tice, see the Instructions for Form 990 or 990-EZ. Schedule A (Form 990 or 990-EZ) 2012

13 Schedule A (Form 990 or 990-EZ) 2012 New Horizons of Southwest Florida Page 2 Part II Support Schedule for Organizations Descried in Sections 170()(1)(A)(iv) and 170()(1)(A)(vi) (Complete only if you checked the ox on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed elow, please complete Part III.) Section A. Pulic Support Calendar year (or fiscal year eginning in) (a) 2008 () 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total 1 2 Gifts, grants, contriutions, and memership fees received. (Do not include any "unusual grants.")... Tax revenues levied for the organization's enefit and either paid to or expended on its ehalf The value of services or facilities furnished y a governmental unit to the organization without charge... Total. Add lines 1 through 3... The portion of total contriutions y each person (other than a governmental unit or pulicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)... 6 Pulic support. Sutract line 5 from line 4.. Section B. Total Support Calendar year (or fiscal year eginning in) 7 Amounts from line Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... (a) 2008 () 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total 9 Net income from unrelated usiness activities, whether or not the usiness is regularly carried on Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) Total support. Add lines 7 through Gross receipts from related activities, etc. (see instructions) First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this ox and stop here... Section C. Computation of Pulic Support Percentage 14 Pulic support percentage for 2012 (line 6, column (f) divided y line 11, column (f)) % 15 Pulic support percentage from 2011 Schedule A, Part II, line % 16a 33 1/3% support test If the organization did not check the ox on line 13, and line 14 is 33 1/3% or more, check this ox and stop here. The organization qualifies as a pulicly supported organization /3% support test If the organization did not check a ox on line 13 or 16a, and line 15 is 33 1/3% or more, check this ox and stop here. The organization qualifies as a pulicly supported organization... 17a 10%-facts-and-circumstances test If the organization did not check a ox on line 13, 16a, or 16, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this ox and stop here. Explain in 18 Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a pulicly supported organization... 10%-facts-and-circumstances test If the organization did not check a ox on line 13, 16a, 16, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this ox and stop here. Explain in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a pulicly supported organization... Private foundation. If the organization did not check a ox on line 13, 16a, 16, 17a, or 17, check this ox and see instructions... Schedule A (Form 990 or 990-EZ) 2012

14 Schedule A (Form 990 or 990-EZ) 2012 New Horizons of Southwest Florida Page 3 Part III Support Schedule for Organizations Descried in Section 509(a)(2) (Complete only if you checked the ox on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed elow, please complete Part II.) Section A. Pulic Support Calendar year (or fiscal year eginning in) (a) 2008 () 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total a Gifts, grants, contriutions, and memership fees received. (Do not include any "unusual grants.") Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose Gross receipts from activities that are not an unrelated trade or us. under sec 513 Tax revenues levied for the organization's enefit and either paid to or expended on its ehalf The value of services or facilities furnished y a governmental unit to the organization without charge Total. Add lines 1 through 5 Amounts included on lines 1, 2, and 3 received from disqualified persons , , , , ,014 2,135, , , , , ,014 2,135,234 c Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year Add lines 7a and 7 8 Pulic support (Sutract line 7c from line 6.)... Section B. Total Support Calendar year (or fiscal year eginning in) 9 Amounts from line a..... Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 2,135,234 (a) 2008 () 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total 328, , , , ,014 2,135, (357) 173 1,179 c Unrelated usiness taxale income (less section 511 taxes) from usinesses acquired after June 30, 1975 Add lines 10a and (357) 173 1, Net income from unrelated usiness activities not included in line 10, whether or not the usiness is regularly carried on Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) Total support. (Add lines 9, 10c, 11, and 12.) , , , , ,187 2,136, First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this ox and stop here... Section C. Computation of Pulic Support Percentage 15 Pulic support percentage for 2012 (line 8, column (f) divided y line 13, column (f)) % 16 Pulic support percentage from 2011 Schedule A, Part III, line % Section D. Computation of Investment Income Percentage 17 Investment income percentage for 2012 (line 10c, column (f) divided y line 13, column (f)) % 18 Investment income percentage from 2011 Schedule A, Part III, line % 19a 33 1/3% support tests If the organization did not check the ox on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this ox and stop here. The organization qualifies as a pulicly supported organization /3% support tests If the organization did not check a ox on line 14 or line 19a, and line 16 is more than 33 1/3%, and line 18 is not more than 33 1/3%, check this ox and stop here. The organization qualifies as a pulicly supported organization Private foundation. If the organization did not check a ox on line 14, 19a, or 19, check this ox and see instructions... Schedule A (Form 990 or 990-EZ) 2012