NORTHWEST HORIZONS INC (EIN 810420653) - 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

1984

Legal Domicile

Principal Officer

BRIGID BURKE

Phone

4067515759

Tax Period

2023-04-01 to 2023-12-31

NORTHWEST HORIZONS INC, founded in 1984, is a mid-sized nonprofit in the Health Care sector that reported $10.9M in total revenue in fiscal year 2023. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $13.2M exceeded revenue, resulting in a 21% operating deficit.

Mission

OPERATION OF LONG-TERM CARE FACILITY AND OWNERSHIP OF A LONG-TERM CARE AND AN ASSISTED LIVING FACILITY

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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 (2023)

Revenue Breakdown

Contributions & Grants $60,000

Program Service Revenue $8,334,151

Investment Income $35,487

Other Revenue $2,519,556

TOTAL REVENUE $10,949,194

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,224,960

Fundraising Expenses $0

Program Expenses $10,886,302

Other Expenses $4,004,391

TOTAL EXPENSES $13,229,351

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,949,194	$14,386,584	-0.2%
Expenses	$13,229,351	$17,406,542	-0.2%
Net Income	$-2,280,157	$-3,019,958	-0.2%

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

214

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

$2,966,549

Total Directors

$2,405,488

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CRAIG LAMBRECHT	SYSTEM CEO	3.75	Officer Director	$0	$37,517	$1,548,282
ADAM SMITH DO	TRUSTEE	0.25	Director	$0	$28,812	$443,814
STANLEY MAKMAN	TRUSTEE	0.25	Director	$0	$36,815	$413,392
RHONDA SWANEY	CHAIR	0.25	Director	$0	$0	$0
MICHAEL GOGUEN	VICE CHAIR	0.25	Director	$0	$0	$0
CAROL STEPHENS-DONALDSON	TRUSTEE	0.25	Director	$0	$0	$0
MICHELLE HARRIS	TRUSTEE	0.25	Director	$0	$0	$0
JANE KARAS	TRUSTEE	0.25	Director	$0	$0	$0
MARTHA KATZ	TRUSTEE	0.25	Director	$0	$0	$0
CHARLES LUDDEN MD	TRUSTEE	0.25	Director	$0	$0	$0
LARRY MCEVOY MD	TRUSTEE	0.25	Director	$0	$0	$0
COLE TURNER	SYSTEM CFO	3.75	Officer	$0	$29,256	$1,236,235
KELLY BILAU	ADMINISTRATOR	50.00	Officer	$155,255	$26,777	$182,032
TAMERA STITES	NURSE	50.00	Highest	$153,620	$21,859	$175,479
SHILO FRITZ	DIRECTOR OF NURSING	50.00	Highest	$144,022	$26,105	$170,127
JAMIE SCHEFTER	PHYSICIAN	50.00	Highest	$122,591	$18,678	$141,269
CRAIG HEINE	NURSE	50.00	Highest	$113,574	$23,272	$136,846
ANGEL HENDERSON	NURSE	50.00	Highest	$115,075	$18,249	$133,324

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	No data	No data	No data	No data
2023	$14,386,584	$17,406,542	$44,611,960	$-3,019,958
2023	$10,949,194	$13,229,351	$38,855,105	$-2,280,157
2022	$13,118,597	$17,742,954	$49,195,803	$-4,624,357
2021	$32,756,284	$14,888,377	$27,103,188	$17,867,907
2020	$22,176,455	$14,322,617	$78,201,337	$7,853,838
2019	$22,408,627	$14,345,492	$64,361,175	$8,063,135
2018	$17,571,687	$14,416,369	$74,988,218	$3,155,318

NORTHWEST HORIZONS INC