HORIZONS UNLIMITED OF PALO ALTO COUNTY INC (EIN 420943483) - 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

1969

Legal Domicile

Principal Officer

CARLA FIRKINS

Phone

7128522211

Tax Period

2024-07-01 to 2025-06-30

HORIZONS UNLIMITED OF PALO ALTO COUNTY INC, founded in 1969, is a community nonprofit in the Human Services sector that reported $3.3M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $543K, a strong 16% operating margin.

Mission

PROVIDE SERVICES TO ADULTS WITH DISABILITIES.

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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 $315,910

Program Service Revenue $2,976,242

Investment Income $40,242

Other Revenue $0

TOTAL REVENUE $3,332,394

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,216,020

Fundraising Expenses $3,259

Program Expenses $2,305,188

Other Expenses $573,421

TOTAL EXPENSES $2,789,441

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,332,394	$2,890,414	+0.2%
Expenses	$2,789,441	$2,531,840	+0.1%
Net Income	$542,953	$358,574	+0.5%

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

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

$162,563

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEVIN BANWART	CHAIR	0.10	Officer Director	$0	$0	$0
JIM BIRD	VICE CHAIR	0.10	Officer Director	$0	$0	$0
ROBERTA HERSOM	SECRETARY	0.10	Officer Director	$0	$0	$0
BEN MOREY	DIRECTOR	0.10	Director	$0	$0	$0
KAREN BROWN	DIRECTOR	0.10	Director	$0	$0	$0
CHRISTINE LOUSCHER	DIRECTOR	0.10	Director	$0	$0	$0
KATHY BEHRENDS	DIRECTOR	0.10	Director	$0	$0	$0
MARY MOSER	DIRECTOR	0.10	Director	$0	$0	$0
GREG STEWART	DIRECTOR	0.10	Director	$0	$0	$0
LAURIE SCHNEIDER	DIRECTOR	0.10	Director	$0	$0	$0
MATTHEW MERIDETH	DIRECTOR	0.10	Director	$0	$0	$0
CARLA FIRKINS	EXECUTIVE DIRECTOR	40.00	Officer	$68,607	$25,641	$94,248
JANELL LINDELL	FINANCE DIRECTOR	40.00	Officer	$53,208	$15,107	$68,315

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	$3,332,394	$2,789,441	$3,158,223	$542,953
2024	$2,890,414	$2,531,840	$2,771,487	$358,574
2023	$2,569,989	$2,292,445	$2,290,394	$277,544
2022	$2,533,542	$2,296,160	$1,925,341	$237,382
2021	$2,554,997	$2,117,432	$1,782,887	$437,565
2020	$2,304,044	$2,379,687	$1,638,737	$-75,643
2019	$2,427,075	$2,367,465	$1,299,709	$59,610
2018	$2,525,493	$2,479,395	$1,216,622	$46,098

HORIZONS UNLIMITED OF PALO ALTO COUNTY INC