2026-04-09T11:39:57-05:00 2025-06-30 420794029 DENMAN CPA LLP 1601 22ND STREET SUITE 400 WEST DES MOINES IA 502661453 990 2024-07-01 421135083 HORIZONS A FAMILY SERVICE ALLIANCE HORI 3193983943 819 5TH ST SE CEDAR RAPIDS IA 52401 KATIE OATSVALL CEO 3193983943 2026-04-03 1 0 JEFFEREY ROY P01951847 5152258400 2024 2025-03-06 01:10:19Z KATIE OATSVALL 819 5TH ST SE CEDAR RAPIDS IA 52401 5491243 0 X HORIZONSFAMILY.ORG X 1979 IA INSTILL HOPE AND CHANGE LIVES BY PROVIDING LIFE CHANGING SERVICES TO UNDERSERVED POPULATIONS 15 15 73 699 0 0 2838045 3096639 1417991 1087705 111780 165914 163864 107548 4531680 4457806 0 0 0 0 2432086 2453231 0 0 98987 1819057 1938874 4251143 4392105 280537 65701 6597040 6605431 520486 438542 6076554 6166889 X 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. 0 0 299157 130239 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 ONLINE. 2094779 409248 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 A HOME-DELIVERED SERVICE FOR THOSE WHO ARE HOMEBOUND. 1328867 558962 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 CITY BUSES DO NOT OPERATE IN WINTER MONTHS. 3722803 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 17 0 73 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X CATHY ONDLER 3193983943 819 5TH STREET SE CEDAR RAPIDS IA 52401 ADAM CONZEMIUS CHAIR 1.00 X X 0 0 0 KELLY EDMONDS VICE CHAIR 1.00 X X 0 0 0 MATT HEINRICY TREASURER 1.00 X X 0 0 0 TARA DUMOLIEN SECRETARY 1.00 X X 0 0 0 QUINN PETTIFER IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 JOSH MOORE DIRECTOR 1.00 X 0 0 0 CHARITY TYLER DIRECTOR 1.00 X 0 0 0 CHIRANTAN GHOSH DIRECTOR 1.00 X 0 0 0 ERIC GUTSCHMIDT DIRECTOR 1.00 X 0 0 0 TIANA MCGUIRE DIRECTOR 1.00 X 0 0 0 BRENDA CALMAN DIRECTOR 1.00 X 0 0 0 WILLIAM PROWELL DIRECTOR 1.00 X 0 0 0 APRIL GOLWITZER DIRECTOR 1.00 X 0 0 0 LUCY SCHNEEKLOTH DIRECTOR 1.00 X 0 0 0 DANIELLE SCHWIEBERT DIRECTOR 1.00 X 0 0 0 CATHY ONDLER CONTROLLER 40.00 X 105496 0 4709 KATIE OATSVALL CEO 40.00 X 131485 0 15021 236981 0 19730 2 0 0 0 0 196676 1095473 1804490 6466 3096639 PROGRAM SERVICE FEES 624100 1087705 1087705 1087705 108672 108672 55266 0 55266 55266 55266 1058493 1001251 57242 57242 57242 73725 32186 41539 41539 MISCELLANEOUS INCOME 900099 10743 10743 10743 4457806 1098448 0 262719 324310 280425 37274 6611 1715192 1486670 195620 32902 28592 24018 3585 989 202061 169734 25335 6992 183076 159923 19916 3237 912 912 38706 38706 7831 7831 116778 30425 74420 11933 225632 191896 23366 10370 546964 432080 89545 25339 171471 162271 8830 370 235491 193858 41633 PROGRAM MEALS 579472 576282 3070 120 REPAIRS & MAINTENANCE 15617 15221 272 124 4392105 3722803 570315 98987 2760300 2627936 1077808 1091301 163265 163265 368990 368166 10133 14244 4885596 2646082 2125590 2239514 90954 101005 6597040 6605431 284139 266351 236347 172191 520486 438542 X 5871994 5958008 204560 208881 6076554 6166889 6597040 6605431 65701 24634 0 X X 0 1 X 1 1 1 X 3607462 2959834 3192473 2838045 3096639 15694453 56180 56180 3663642 2959834 3192473 2838045 3096639 15750633 15750633 133867 106892 116204 190534 163938 711435 16462068 5230284 0.95680 0.96040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 212616 212616 1 X 90654 10351 101005 81413 9241 90654 76119 5294 81413 83760 -7641 76119 67124 16636 83760 0.54838 0.45162 0 0 340930 340930 2577606 1368891 1208715 947366 699892 247474 1019694 577299 442395 2239514 X 4506795 24634 32186 56820 4449975 7831 7831 4457806 4416460 32186 32186 4384274 7831 7831 4392105 PART IV, LINE 2B: HORIZONS HOLDS CUSTODIAL FUNDS ON BEHALF OF PERSONS WHO ARE DEEMED INCAPABLE OF HANDLING THEIR OWN MONEY. THE PURPOSE IS SO HORIZONS IS ABLE TO PAY THE PERSON'S BILLS, IF THERE ARE ANY EXCESS FUNDS THE PERSON IS MADE AWARE OF THE EXCESS AND PROVIDED WITH AN ALLOWANCE FOR THE AMOUNT IF THE PERSON SO CHOOSES. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) FOR AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS EVALUATED THEIR MATERIAL TAX POSITIONS AND DETERMINED THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAX AUTHORITIES; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 32,186. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 32,186. LUNCH BOX 36432 36432 8909 11359 MEALS ON HEALS 28529 28529 0 8016 1 8764 8764 1460 2442 73725 73725 10369 21817 32186 41539 X X 0 0 0 0 0 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS FIRST PREPARED BY AN INDEPENDENT ACCOUNTING FIRM, THEN REVIEWED BY THE CONTROLLER IN CONSULTATION WITH THE CHIEF EXECUTIVE OFFICER (CEO). UPON INITIAL COMPLETION, THE CEO AND CONTROLLER PROVIDE A DRAFT COPY TO THE FINANCE AND EXECUTIVE COMMITTEES OF THE BOARD AND THEN IT IS BROUGHT TO THE FULL BOARD OF DIRECTORS. THE FORM 990 IS DISCUSSED IN ITS ENTIRETY, AND ANY NECESSARY REVISIONS ARE MADE. THE FORM 990 IS THEN FILED WITH THE INTERNAL REVENUE SERVICE WITHIN THE PRESCRIBED DEADLINE. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER IS ASKED TO REVIEW AND SIGN A POLICY ACKNOWLEDGEMENT FORM ANNUALLY. BOARD MEMBERS ARE ASKED IF THEY HAVE ANY CONFLICTS OF INTEREST THAT MUST BE DISCLOSED AT EACH BOARD MEETING RELATED TO AGENDA ITEMS. THE CEO AND CFO ROUTINELY MONITOR ACTIVITIES OF THE ORGANIZATION FOR ANY EVIDENCE OF CONFLICTS OF INTEREST. AFTER DISCLOSURE OF A CONFLICT AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE MEMBER, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF A CONFLICT IS DETERMINED TO EXIST THE MEMBER IN CONFLICT SHALL LEAVE THE ROOM DURING ANY DISCUSSION OR VOTE RELATED TO THE MATTER IN CONFLICT. IN ADDITION, THE GOVERNING BOARD OR COMMITTEE SHALL EXERCISE DUE DILIGENCE IN DETERMINING ALTERNATIVE OPTIONS AS REASONABLY AS POSSIBLE. FORM 990, PART VI, SECTION B, LINE 15A THE CEO COMPENSATION IS DETERMINED BY THE BOARD ANNUALLY. THE BOARD IS POLLED BY THE HR COMMITTEE OF THE BOARD AND ASKED TO RATE THE CEO IN A NUMBER OF KEY AREAS. THIS RATING ALONG WITH A REVIEW OF COMPARABLE CEO SALARIES IS USED TO DETERMINE THE CEO PAY RATE AND COMPENSATION PACKAGE. THE BOARD GOES INTO EXECUTIVE SESSION TO DISCUSS AND DETERMINE THE COMPENSATION. ONCE DETERMINED, THE CHAIR INFORMS THE CFO IN WRITING ABOUT THE BOARD DECISION, INCLUDING A DESCRIPTION OF WHAT THE COMPENSATION WILL INCLUDE. 2024 WAS THE MOST RECENT YEAR IN WHICH THE PROCESS INCLUDED REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: NO CHANGES FROM PRIOR YEAR.