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← HORIZONS SPECIALIZED SERVICES INC

Form 990 for tax year 2023

Filed by HORIZONS SPECIALIZED SERVICES INC.

Totals

Total revenue
$7,365,641
Total expenses
$7,234,194
Contributions and grants received
$196,467
Grants paid
$0
Program service revenue
$7,056,701
Investment income
$85,463
Other revenue
$27,010
Total assets, end of year
$7,056,951
Total liabilities, end of year
$1,213,890
Net assets or fund balances, end of year
$5,843,061
Program services expenses (Part IX)
$6,184,320
Management and general expenses
$1,049,874
Fundraising expenses
$0
Program service expenses (Part III)
$6,184,320

Program services were 85.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $17,500

  • 1e · Government grants (contributions)

    $20,864

  • 1f · All other contributions, gifts and grants

    $158,103

  • 1g · Noncash contributions included above

    $3,982

  • 2a · Program service revenue: MEDICAID PAYMENTS

    total $4,101,669 · related or exempt $4,101,669

  • 2b · Program service revenue: FEES FROM GOVERNMENT AGENCIES

    total $2,554,781 · related or exempt $2,554,781

  • 2c · Program service revenue: RESIDENTIAL FEES

    total $312,441 · related or exempt $312,441

  • 2d · Program service revenue: OTHER

    total $87,810 · related or exempt $87,810

  • 3 · Investment income

    total $84,270 · excluded $84,270

  • 6a · Gross rents

    real property $75,750

  • 6b · Less rental expenses

    real property $48,740

  • 6c · Rental income or loss

    real property $27,010

  • 6d · Net rental income or loss

    total $27,010 · excluded $27,010

  • 7a · Gross sales of assets other than inventory

    other assets $1,193

  • 7c · Gain or loss

    other assets $1,193

  • 7d · Net gain or loss

    total $1,193 · excluded $1,193

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $323,151 · program services $18,616 · management and general $304,535

  • 7 · Other salaries and wages

    total $4,578,932 · program services $4,135,786 · management and general $443,146

  • 9 · Other employee benefits

    total $465,602 · program services $421,101 · management and general $44,501

  • 10 · Payroll taxes

    total $320,523 · program services $264,956 · management and general $55,567

  • 11b · Fees: legal

    total $551 · management and general $551

  • 11c · Fees: accounting

    total $32,800 · management and general $32,800

  • 11g · Fees: other

    total $450,425 · program services $412,934 · management and general $37,491

  • 13 · Office expenses

    total $129,896 · program services $112,124 · management and general $17,772

  • 16 · Occupancy

    total $340,147 · program services $324,050 · management and general $16,097

  • 17 · Travel

    total $11,671 · program services $11,596 · management and general $75

  • 19 · Conferences, conventions and meetings

    total $36,335 · program services $30,230 · management and general $6,105

  • 22 · Depreciation, depletion and amortization

    total $161,699 · program services $130,521 · management and general $31,178

  • 23 · Insurance

    total $102,716 · program services $80,347 · management and general $22,369

  • 24a · Other expenses: VEHICLES, FUEL, MAINT

    total $65,277 · program services $61,004 · management and general $4,273

  • 24b · Other expenses: FOOD

    total $60,278 · program services $60,278

  • 24c · Other expenses: MEDICAL SUPPLIES

    total $51,021 · program services $51,021

  • 24d · Other expenses: CLIENT ASSISTANCE

    total $47,617 · program services $47,617

  • 24e · All other expenses

    total $55,553 · program services $22,139 · management and general $33,414

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $184,738 · end of year $154,330

  • 2 · Savings and temporary cash investments

    beginning of year $3,577,912 · end of year $4,172,453

  • 4 · Accounts receivable

    beginning of year $702,558 · end of year $681,324

  • 9 · Prepaid expenses and deferred charges

    beginning of year $104,446 · end of year $78,155

  • 10a · Land, buildings and equipment: cost or other basis

    $5,364,195

  • 10b · Land, buildings and equipment: accumulated depreciation

    $3,625,072

  • 10c · Land, buildings and equipment, net

    beginning of year $1,866,171 · end of year $1,739,123

  • 11 · Investments: publicly traded securities

    beginning of year $179,948 · end of year $160,191

  • 15 · Other assets

    beginning of year $107,676 · end of year $71,375

  • 17 · Accounts payable and accrued expenses

    beginning of year $539,669 · end of year $513,212

  • 19 · Deferred revenue

    beginning of year $383,524 · end of year $668,095

  • 25 · Other liabilities

    beginning of year $107,676 · end of year $32,583

  • 27 · Net assets without donor restrictions

    beginning of year $5,678,580 · end of year $5,825,061

  • 28 · Net assets with donor restrictions

    beginning of year $14,000 · end of year $18,000

Mission and programs · 2023

Mission

HORIZONS WORKS IN PARTNERSHIP WITH FAMILIES AND COMMUNITIES TO EXPAND OPPORTUNITIES FOR INDIVIDUALS WITH, OR AT RISK OF, DEVELOPMENTAL DISABILITIES.

Activities or mission (Part I)

THE CENTER WAS INCORPORATED UNDER THE LAWS OF THE STATE OF COLORADO IN 1975 FOR THE PURPOSE OF PROVIDING A COMMUNITY CENTER BOARD TO COORDINATE PROGRAMS THROUGH INTER-AGENCY COOPERATION AND LOCAL AGENCIES TO PROVIDE SERVICES TO PERSONS WITH DEVELOPMENTAL DISABILITIES IN GRAND, JACKSON, MOFFAT, RIO BLANCO, AND ROUTT COUNTIES.

  • COMPREHENSIVE SERVICES - INCLUDES RESIDENTIAL SETTINGS, ADULT DAY SERVICES OR SUPPORTS AND TRANSPORTATION ACTIVITIES AS SPECIFIED IN THE INDIVIDUALIZED PLAN. RESIDENTIAL SETTINGS PROVIDE AN ARRAY OF TRAINING, LEARNING, EXPERIENTIAL AND SUPPORT ACTIVITIES. ADULT DAY SERVICES PROVIDE OPPORTUNITIES FOR INDIVIDUALS TO EXPERIENCE AND ACTIVELY PARTICIPATE IN VALUED ROLES IN THE COMMUNITY. TRANSPORTATION ACTIVITIES PROVIDE "HOME TO PROGRAM TRANSPORTATION". SERVED 47 INDIVIDUALS.

    Expenses $4,808,770 · Revenue $5,806,745

  • CASE MANAGEMENT - DETERMINES ELIGIBILITY FOR SERVICES AND SUPPORTS, SERVICE AND SUPPORT COORDINATION, AND THE MONITORING OF ALL SERVICES AND SUPPORTS DELIVERED PURSUANT TO THE INDIVIDUALIZED PLAN, AND THE EVALUATION OF THE RESULTS. SERVED 335 INDIVIDUALS.

    Expenses $459,554 · Revenue $447,037

  • ADULT SUPPORTED LIVING SERVICES - PROVIDES INDIVIDUALIZED LIVING SERVICES FOR PERSONS WHO ARE RESPONSIBLE FOR THEIR OWN LIVING ARRANGEMENTS IN THE COMMUNITY. SERVED 21 INDIVIDUALS.

    Expenses $402,683 · Revenue $164,311

  • EARLY INTERVENTION SERVICES - ARE SUPPORTS FOR CHILDREN FROM BIRTH THROUGH AGE TWO WHICH OFFER INFANTS AND TODDLERS AND THEIR FAMILIES SERVICES AND SUPPORTS TO ENHANCE CHILD DEVELOPMENT IN THE AREAS OF COGNITION, SPEECH, COMMUNICATION, PHYSICAL, MOTOR, VISION, HEARING, SOCIAL-EMOTIONAL DEVELOPMENT, AND SELF-HELP SKILLS; PARENT- CHILD OR FAMILY INTERACTION; AND EARLY IDENTIFICATION, SCREENING AND ASSESSMENT SERVICES. SERVED 95 INDIVIDUALS. EXPENSES: 364,939 REVENUE: 521,949 FAMILY SUPPORT. SERVED 120 INDIVIDUALS. EXPENSES: 139,798 REVENUE: 115,547 CHILDRENS EXTENSIVE SUPPORT. SERVED 2 INDIVIDUALS. EXPENSES: 8,576 REVENUE: 1,112

    Expenses $513,313 · Revenue $638,608

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • TATUM HEATH

    EXECUTIVE DI

    Total calculated
    $183,837
    From this org
    $173,970
    From related orgs
    $0
    Other
    $9,867
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $152,662
    Bonus
    $21,308
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $9,867
    Filer's total
    $183,837

  • ERIK PETERSEN

    CFO

    Total calculated
    $128,358
    From this org
    $119,003
    From related orgs
    $0
    Other
    $9,355
    Hours/week
    40

  • TERRY JOST

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • DENNIS L KUNTZ

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    1

  • BETH DAVISON

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • JULIE PEARCE

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • LESLIE BJORGUM

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ANNETTE DELLACROCE

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JEFF DOCKSTADER

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • RON SCHAEFFER

    MEMBER

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PAGE 1, PART I, LINE 7
THE BOARD OF DIRECTORS APPROVED PAYMENT OF BONUSES.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
9 May 2025
IRS schema version
2023v6.0
Source object
202511329349305061

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