SHARED HORIZONS INC

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

Yolanda Mazyck

Phone

2024481460

Tax Period

2023-10-01 to 2024-09-30

SHARED HORIZONS INC, founded in 2004, is a community nonprofit in the Human Services sector that reported $2.0M in total revenue in fiscal year 2023. Revenue surged 40% from the prior year, signaling strong growth momentum. The organization ran a surplus of $297K, a strong 15% operating margin.

Mission

SHARED HORIZONS IS A TRUSTWORTHY AND PRUDENT CUSTODIAN OF ASSETS USING POOLED AND THIRD-PARTY TRUST VEHICLES TO SUPPORT THE TRUST AND QUALITY OF LIFE NEEDS OF CITIZENS WITH DISABILITIES.

Program Service Accomplishments

Program 1

Expenses: $1,215,702 Revenue: $1,024,356

SHARED HORIZONS, INC. WAS CREATED TO MANAGE THE WESLEY VINNER MEMORIAL TRUST IN ACCORDANCE WITH THE OBRA '93, WHICH PROVIDES AN OPPORTUNITY FOR IMPOVERISHED INDIVIDUALS WITH DISABILITIES TO USE THEIR ASSETS TO ENHANCE THEIR QUALITY OF LIFE WITHOUT JEOPARDIZING THEIR PUBLIC BENEFITS. THE TRUST PROVIDES FIDUCIARY SERVICES TO IMPOVERISHED INDIVIDUALS WITH DISABILITIES FOR THE PURPOSE OF ENHANCING THEIR QUALITY OF LIFE BY FACILITATING DISBURSEMENTS IN ACCORDANCE WITH SOCIAL SECURITY AND MEDICAID PROGRAMS AND RULES. THE TRUST SERVED MORE THAN 750 BENEFICIARIES DURING THE YEAR.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $570,441

Program Service Revenue $1,024,355

Investment Income $332,029

Other Revenue $29,747

TOTAL REVENUE $1,956,572

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,128,255

Fundraising Expenses $0

Program Expenses $1,215,702

Other Expenses $531,207

TOTAL EXPENSES $1,659,462

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,956,572	$1,400,797	+0.4%
Expenses	$1,659,462	$1,510,748	+0.1%
Net Income	$297,110	$-109,951	-3.7%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

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

Total Directors

$242,972

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Yolanda Mazyck	CEO	Director	$0	$0	$137,926
Tresa Welch	COO	Director	$0	$0	$105,046
Mary Cassell	President	Officer Director	$0	$0	$0
Kimberly Edley Esq	Vice President	Officer Director	$0	$0	$0
Horacio Chacon	Treasurer	Officer Director	$0	$0	$0
Amy L Brooks	Secretary	Officer Director	$0	$0	$0
Michael Orleans	Director	Director	$0	$0	$0
Tina Campanella	Director	Director	$0	$0	$0
Deborah Fisher	Director	Director	$0	$0	$0
Patrick Malone Esq	Director	Director	$0	$0	$0
Jenn Crane Esq	Director	Director	$0	$0	$0

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
2024	$1,956,572	$1,659,462	$3,068,471	$297,110
2023	$1,400,797	$1,510,748	$2,849,572	$-109,951
2022	$1,934,496	$1,333,017	$2,056,816	$601,479
2021	$1,240,065	$1,234,330	$1,675,099	$5,735
2020	$1,562,763	$1,009,969	$1,653,450	$552,794
2019	$1,225,255	$951,132	$1,174,922	$274,123
2018	$864,471	$832,206	$887,444	$32,265
2018	$864,471	$832,206	$887,444	$32,265