HORIZON COUNSELING (EIN 460948283) - 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

2017

Legal Domicile

Principal Officer

JONATHAN CARTER

Phone

8883154326

Tax Period

2025-01-01 to 2025-12-31

HORIZON COUNSELING, founded in 2017, is a community nonprofit in the Human Services sector that reported $1.3M in total revenue in fiscal year 2025. Revenue surged 31% from the prior year, signaling strong growth momentum.

Mission

A NATIONAL HUD APPROVED AGENCY PROVIDING HOME EQUITY CONVERSION COUNSELING.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,257,650

Investment Income $10,933

Other Revenue $0

TOTAL REVENUE $1,268,583

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,173,810

Fundraising Expenses $33,208

Program Expenses $1,083,955

Other Expenses $125,094

TOTAL EXPENSES $1,298,904

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,268,583	$969,680	+0.3%
Expenses	$1,298,904	$967,003	+0.3%
Net Income	$-30,321	$2,677	-12.3%

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

N/A

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

$539,503

Total Directors

$539,503

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JONATHAN SUTTON	VICE CHAIR	45.00	Officer Director	$271,470	$0	$271,470
JONATHAN CARTER	CHAIR	45.00	Officer Director	$260,370	$7,663	$268,033
NIKKE LEAR	SECRETARY	1.00	Officer Director	$0	$0	$0
BRAD BRAMLETT	TREASURER	1.00	Officer 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
2025	$1,268,583	$1,298,904	$521,374	$-30,321
2024	$969,680	$967,003	$552,609	$2,677
2023	$940,205	$941,847	$559,908	$-1,642
2022	$1,097,528	$1,119,856	$350,373	$-22,328
2021	$1,271,654	$1,160,617	$374,569	$111,037
2020	$1,136,045	$1,079,897	$261,416	$56,148
2019	$1,044,627	$976,923	$226,206	$67,704

HORIZON COUNSELING