HORIZONS A FAMILY SERVICE ALLIANCE

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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

1979

Legal Domicile

Principal Officer

KATIE OATSVALL

Phone

3193983943

Tax Period

2024-07-01 to 2025-06-30

HORIZONS A FAMILY SERVICE ALLIANCE, founded in 1979, is a community nonprofit in the Human Services sector that reported $4.5M in total revenue in fiscal year 2024.

Mission

OUR MISSION AT HORIZONS IS TO "INSTILL HOPE, CHANGE LIVES AND BRIGHTEN FUTURES BY PROVIDING LIFE CHANGING SERVICES TO UNDERSERVED POPULATIONS." WE DO THIS BY PROVIDING A BROAD CONTINUUM OF SERVICES TO OUR CLIENTS WHO DEAL WITH MENTAL AND BEHAVIORAL HEALTH, FINANCIAL, FOOD AND NUTRITION CHALLENGES. HORIZONS PROVIDES MENTAL HEALTH COUNSELING AND FAMILY SUPPORT SERVICES, FOOD AND NUTRITION SERVICES, AND CONSUMER CREDIT COUNSELING SERVICES TO CHILDREN, ADOLESCENTS AND ADULTS.

Program Service Accomplishments

Program 1

Expenses: $299,157 Revenue: $130,239

HORIZONS PROVIDES HOUSING COUNSELING, FINANCIAL LITERACY, BUDGETING, & BILL PAYMENT SERVICES TO INDIVIDUALS IN THE COMMUNITY. SERVICES ARE PROVIDED IN BOTH INDIVIDUAL & GROUP SETTINGS IN PERSON AND...

Program 2

Expenses: $2,094,779 Revenue: $409,248

MEALS ON WHEELS: HORIZONS PROVIDED MEALS AND NUTRITION SERVICES TO OLDER ADULTS AND PERSONS WITH DISABILITIES. SERVICES WERE PROVIDED BOTH AT CONGREGATE DINING SITES FOR THOSE ABLE TO ATTEND, AND AS...

Program 3

Expenses: $1,328,867 Revenue: $558,962

NEIGHBORHOOD TRANSPORTATION SERVICE: OPERATED A CURB TO CURB VAN SERVICE PROVIDING AFFORDABLE NIGHT AND WEEKEND TRANSPORTATION TO WORK, SCHOOL, OR LIFE SKILL CLASSES DURING TIMES WHEN THE FIXED ROUTE...

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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 $3,096,639

Program Service Revenue $1,087,705

Investment Income $165,914

Other Revenue $107,548

TOTAL REVENUE $4,457,806

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,453,231

Fundraising Expenses $98,987

Program Expenses $3,722,803

Other Expenses $1,938,874

TOTAL EXPENSES $4,392,105

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,457,806	$4,531,680	0.0%
Expenses	$4,392,105	$4,251,143	+0.0%
Net Income	$65,701	$280,537	-0.8%

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

699

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

$256,711

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ADAM CONZEMIUS	CHAIR	1.00	Officer Director	$0	$0	$0
KELLY EDMONDS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MATT HEINRICY	TREASURER	1.00	Officer Director	$0	$0	$0
TARA DUMOLIEN	SECRETARY	1.00	Officer Director	$0	$0	$0
QUINN PETTIFER	IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
JOSH MOORE	DIRECTOR	1.00	Director	$0	$0	$0
CHARITY TYLER	DIRECTOR	1.00	Director	$0	$0	$0
CHIRANTAN GHOSH	DIRECTOR	1.00	Director	$0	$0	$0
ERIC GUTSCHMIDT	DIRECTOR	1.00	Director	$0	$0	$0
TIANA MCGUIRE	DIRECTOR	1.00	Director	$0	$0	$0
BRENDA CALMAN	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM PROWELL	DIRECTOR	1.00	Director	$0	$0	$0
APRIL GOLWITZER	DIRECTOR	1.00	Director	$0	$0	$0
LUCY SCHNEEKLOTH	DIRECTOR	1.00	Director	$0	$0	$0
DANIELLE SCHWIEBERT	DIRECTOR	1.00	Director	$0	$0	$0
CATHY ONDLER	CONTROLLER	40.00	Officer	$105,496	$4,709	$110,205
KATIE OATSVALL	CEO	40.00	Officer	$131,485	$15,021	$146,506

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	$4,457,806	$4,392,105	$6,605,431	$65,701
2024	$4,531,680	$4,251,143	$6,597,040	$280,537
2023	$4,972,867	$4,285,326	$6,222,930	$687,541
2022	$3,928,911	$3,867,422	$5,452,233	$61,489
2021	$4,593,516	$3,656,815	$5,395,270	$936,701
2020	$4,927,087	$4,704,624	$4,926,151	$222,463
2019	$4,570,488	$4,871,457	$4,274,953	$-300,969
2018	$4,532,646	$4,604,074	$4,548,244	$-71,428