HORIZONS UNLIMITED OF PALO ALTO CO… - Form 990 Financial Data

🔒

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

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

PROVIDING OPPORTUNITIES FOR OUR HORIZONS' FAMILY TO DEVELOP THEIR FULL POTENTIAL IN A POSITIVE ATMOSPHERE.

Program Service Accomplishments

Program 1

Expenses: $1,756,849 Revenue: $1,882,259

GROUP HOME LIVING - WE PROVIDE DAILY LIVING ASSISTANCE TO ADULTS WITH MENTAL DISABILITIES TO LIVE FULL PRODUCTIVE LIVES IN THE COMMUNITY. IN FY25, 7 INDIVIDUALS WERE SERVED.

Program 2

Expenses: $183,427 Revenue: $208,705

JOB COACHING - WE HELP OUR MEMBERS FIND AND KEEP JOBS IN THE COMMUNITY THAT THEY ARE PROUD TO HAVE AND FULFILL.

Program 3

Expenses: $364,912 Revenue: $885,278

SUPPORTED COMMUNITY LIVING - WE HAVE MEMBERS WHO LIVE IN THEIR OWN HOMES IN THE COMMUNITY AND WE HELP THEM WITH DAILY CHORES AROUND THEIR HOME AND TAKE THEM SHOPPING OR TO DOCTOR VISITS.

🔒

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 (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

🔒

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

$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