HORIZON HEALTH AND WELLNESS INC

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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

1986

Legal Domicile

Principal Officer

LAURA LARSON-HUFFAKER

Phone

4804745566

Tax Period

2023-10-01 to 2024-09-30

HORIZON HEALTH AND WELLNESS INC, founded in 1986, is a mid-sized nonprofit in the Mental Health sector that reported $44.6M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

HORIZON HEALTH AND WELLNESS INC'S MISSION IS TO PROVIDE STRENGTH-BASED, CULTURALLY SENSITIVE INTEGRATED HEALTH SERVICES BY PARTNERING WITH FAMILIES AND INDIVIDUALS TO MANAGE CHALLENGES AND SUPPORT THEIR RECOVERY. HHW DEVELOPED AN (CONT'D ON SCHEDULE O)

Program Service Accomplishments

Program 1

Expenses: $28,111,527 Revenue: $28,289,603

HORIZON HEALTH AND WELLNESS IS A NON-PROFIT 501(C)(3) INTEGRATED HEALTH CARE AGENCY LICENSED BY THE STATE OF ARIZONA TO PROVIDE AN EXTENSIVE ARRAY OF HABILITATION, PRIMARY CARE, AND BEHAVIORAL HEALTH SERVICES IN PINAL, GILA, MARICOPA, AND YUMA COUNTIES AS WELL AS HABILITATION SERVICES IN THE COUNTIES OF COCHISE, MARICOPA, AND SANTA CRUZ. OUR MISSION IS TO PROVIDE INTEGRATED HEALTH CARE THAT ADDRESSES THE WHOLE PERSON AND PROMOTES WELLNESS. WE SERVE ALL PATIENTS REGARDLESS OF ABILITY TO PAY. HORIZON HEALTH AND WELLNESS OFFERS A FULL RANGE OF PRIMARY CARE, MENTAL HEALTH, AND PREVENTATIVE HEALTH SERVICES FOR ALL AGES AND STAGES OF LIFE. THESE SERVICES INCLUDE: (CONT'D ON SCHEDULE O)

Program 2

Expenses: $6,319,083 Revenue: $4,646,741

FAMILY MEDICINE AND PRIMARY CARE: HORIZON'S FAMILY MEDICINE AND PRIMARY CARE SERVICES OFFERS A LONG-TERM RELATIONSHIP WITH A PROVIDER WHO CARES FOR THE INDIVIDUAL AS A WHOLE PERSON AND PROVIDES A...

FAMILY MEDICINE AND PRIMARY CARE: HORIZON'S FAMILY MEDICINE AND PRIMARY CARE SERVICES OFFERS A LONG-TERM RELATIONSHIP WITH A PROVIDER WHO CARES FOR THE INDIVIDUAL AS A WHOLE PERSON AND PROVIDES A CONSISTENCY OF CARE. THIS INCLUDES ANNUAL EXAMS, VACCINATIONS, SICK VISITS, WORK AND SPORTS PHYSICALS, HEALTH AND NUTRITION COUNSELING, AND MEDICATION SERVICES. CARE IS PROVIDED TO ALL AGES AND GENDERS. PEDIATRIC SERVICES: IN OUR PEDIATRIC CLINIC, WE UNDERSTAND THE (CONT'D ON SCHEDULE O)

Program 3

Expenses: $3,969,449 Revenue: $3,641,276

HABILITATION SERVICES- HORIZON OFFERS HABILITATION ASSISTANCE TO PERSONS WITH DEVELOPMENTAL DISABILITIES THROUGH A CONTRACTUAL PARTNERSHIP WITH ARIZONA'S DIVISION OF DEVELOPMENTAL DISABILITIES. THESE SERVICES EMBRACE A PERSON-CENTERED PHILOSOPHY WHICH EMPHASIZES INDIVIDUALITY, PERSONAL CHOICE, INCLUSION AND INTEGRATION.

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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 $6,978,658

Program Service Revenue $36,633,032

Investment Income $970,651

Other Revenue $6,058

TOTAL REVENUE $44,588,399

Expense Breakdown

Grants Paid $81,074

Salaries & Benefits $31,639,385

Fundraising Expenses $0

Program Expenses $38,400,059

Other Expenses $12,027,582

TOTAL EXPENSES $43,748,041

Year-over-Year Comparison

	2023	2022	Change
Revenue	$44,588,399	$40,794,750	+0.1%
Expenses	$43,748,041	$44,485,619	0.0%
Net Income	$840,358	$-3,690,869	-1.2%

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

713

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

$1,585,957

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANTONIO CARR	CHIEF MEDICAL OFFICER	40	Officer	$304,929	$22,907	$327,836
LAURA LARSEN-HUFFAKER	CHIEF EXECUTIVE OFFICER	40	Officer	$258,200	$18,350	$276,550
LOUIS TRUNZO	PEDIATRITICIAN	40	Highest	$247,382	$10,599	$257,981
BENJAMIN BAXTER	CHIEF FINANCIAL OFFICER	40	Officer	$211,492	$18,278	$229,770
THOMAS NELSON	PHYSICIAN ASSISTANT	40	Highest	$183,056	$24,531	$207,587
APURVI PATEL	PEDIATRICIAN	40	Highest	$184,729	$22,210	$206,939
JUDITH PENDLETON	PEDIATRICIAN	40	Highest	$187,740	$7,664	$195,404
ANGELA WEBB	PRIMARY CARE DIRECTOR	40	Highest	$166,828	$23,841	$190,669
DAWN COTTRELL	CHIEF DEVELOPMENT OFFICER	40	Officer	$175,511	$11,856	$187,367
MARY JO SILCOX	CHIEF STRATEGIC INITATIVES OFFICER	40	Officer	$143,085	$16,587	$159,672
JACK SAUVE	CHIEF ORG DEVELOPMENT OFFICER	40	Officer	$128,453	$16,571	$145,024
BILLIE HOLIDAY	CHIEF OPERATING OFFICER	40	Officer	$133,328	$10,893	$144,221
ELENA MCGROARTY	CHIEF CLINICAL OFFICER	40	Officer	$110,779	$4,738	$115,517
MICHAEL MORALES	PRESIDENT	30	Director	$0	$0	$0
ROBERT HUDDLESTON	PRESIDENT ELECT	30	Director	$0	$0	$0
TIM MECHLINSKI	SECRETARY	30	Director	$0	$0	$0
BRENT BILLINGSLEY	TREASURER	30	Director	$0	$0	$0
MIKE FARBER	DIRECTOR	2		$0	$0	$0
BILL PEARLMAN	DIRECTOR	2		$0	$0	$0
HIMANSHU PATEL	DIRECTOR	2		$0	$0	$0
MIGUEL ARCINIEGA	DIRECTOR	2		$0	$0	$0
QUINDIA PALMER	DIRECTOR	2		$0	$0	$0
MICHAEL POOLEY	DIRECTOR	2		$0	$0	$0
JEANNE GOLDEN BURKE	DIRECTOR	2		$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
2024	$44,588,399	$43,748,041	$38,304,977	$840,358
2023	$40,794,750	$44,485,619	$36,039,094	$-3,690,869
2022	$41,486,241	$40,735,654	$34,132,707	$750,587
2021	$37,902,190	$36,640,245	$31,689,682	$1,261,945
2020	$38,513,464	$38,329,663	$34,748,014	$183,801
2019	$35,371,728	$36,176,077	$33,707,849	$-804,349
2018	$40,197,033	$37,893,377	$31,314,697	$2,303,656