2026-01-29T13:41:05-06:00 2025-06-30 332394145 RM ADVISORY LLC 209 13TH AVE PLACE NW SUITE 200 HICKORY NC 28601 990 2024-07-01 561052180 HORIZONS RESIDENTIAL CARE CENTER INC HORI 3367672411 103 HORIZONS LANE RURAL HALL NC 27045 RICHARD ANDERSON PRESIDENT & CEO 3367672411 2026-01-29 1 1 MATTHEW MCKINNEY P01707028 8283222070 2026-01-29 2024 2025-03-06 01:10:19Z RICHARD ANDERSON 103 HORIZONS LANE RURAL HALL NC 27045 13311532 0 X WWW.HORIZONSCENTER.ORG X 1973 NC HORIZONS RESIDENTIAL CARE CENTER PROVIDES EXTRAORDINARY OPPORTUNITIES FOR PEOPLE LIVING WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. 13 13 222 0 0 0 270535 1291705 8446959 10073657 223960 374946 0 220 8941454 11740528 0 0 0 0 6575681 6224017 0 0 41350 2328527 2657144 8904208 8881161 37246 2859367 10156855 15313019 550860 2531319 9605995 12781700 HORIZONS RESIDENTIAL CARE CENTER IS A PRIVATE ORGANIZATION WHICH PROVIDES, WITH UTMOST DIGNITY AND RESPECT, COMPASSIONATE CARE AND QUALITY SERVICES APPROPRIATE TO THE NEEDS OF INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES. 0 0 7359697 10073657 SERVICES ARE PROVIDED TO CHILDREN AND ADULTS DIAGNOSED WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES WHO NEED SPECIALIZED RESIDENTIAL TREATMENT AND YEAR-ROUND CARE. HORIZONS IS LICENSED TO OPERATE A 40 BED FACILITY FOR CHILDREN AND FOR ADULTS AND A 6 BED FACILITY FOR WEEKEND RESPITE CARE. APPROXIMATELY 14,500 PATIENT DAYS AND 700 WEEKEND RESPITE PATIENT DAYS WERE PROVIDED. OUR SUMMER RESPITE PROGRAM EXTENDED OUR CARE HOURS TO WEEKDAYS, AND WE SERVED 11 CLIENTS ON A WEEKLY BASIS. 7359697 1 1 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 222 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NC X RICHARD ANDERSON 3368160013 103 HORIZONS LANE RURAL HALL NC 27045 BRITTANY ALBERT DIRECTOR 1.00 X 0 0 0 GREG MOHLER DIRECTOR 1.00 X 0 0 0 JIM DEBAUCHE VICE CHAIR 1.00 X X 0 0 0 JIM MABRY DIRECTOR 1.00 X 0 0 0 STEVEN YARBROUGH TREASURER 1.00 X X 0 0 0 GREG ROBINS SECRETARY 1.00 X X 0 0 0 MARY BETH PALYSZESKI CHAIRPERSON 1.00 X X 0 0 0 BETH BOWMAN DIRECTOR 1.00 X 0 0 0 RICHARD ANDERSON PRESIDENT & CEO 40.00 X 112513 0 0 112513 0 0 1 0 0 0 0 11100 1280605 1291705 MEDICAID 623990 8287813 8287813 RESPITE CARE 623990 1777175 1777175 PATIENT LIABILITY 623990 4441 4441 OTHER ANCILLARY SERVICES 623990 4228 4228 10073657 405776 405776 1525174 15000 1571004 0 -45830 15000 -30830 -30830 220 0 220 220 11740528 10073657 0 375166 112513 112513 5143654 4607599 536055 555979 497754 58225 411871 360105 51766 164585 164585 380 380 208366 208366 49681 49681 41899 549 41350 46746 27709 19037 4431 1352 3079 249077 197215 51862 137232 68468 68764 MEDICAID ASSESSMENT 394071 394071 HEALTHCARE ITEMS 208827 208818 9 FOOD SUPPLIES 191920 191920 REPAIRS AND MAINTENANCE 150682 139428 11254 809247 500293 308954 8881161 7359697 1480114 41350 1401128 2021245 445844 1073990 58000 50000 6755088 5459943 1351711 1295145 6625579 6126480 274593 4746159 10156855 15313019 482984 2461625 67876 69694 550860 2531319 X 8410797 11466877 1195198 1314823 9605995 12781700 10156855 15313019 2859367 316338 0 X X 0 1 X 1 0 X 1183594 64337 206602 63218 1291925 2809676 8150801 8192153 8563728 8654276 10073657 43634615 9334395 8256490 8770330 8717494 11365582 46444291 0 0 0 46444291 209397 335502 205025 255755 405776 1411455 209397 335502 205025 255755 405776 1411455 9543792 8591992 8975355 8973249 11771358 47855746 0.97050 0.97290 0.02950 0.02710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1195195 116447 1311642 1076327 118868 1195195 985993 90334 1076327 1163152 -177159 985993 957522 205630 1163152 0 0 595037 595037 4781298 4237889 543409 1378753 1222054 156699 1295145 PUBLICLY TRADED MUTUAL FUNDS 4814838 F RAYMOND JAMES TRUST FUND 1311642 F 6126480 RESIDENT CASH 69694 CIP 4676465 4746159 RESIDENT FUNDS 69694 69694 X 11740528 0 11740528 0 11740528 8831479 0 8831479 49682 49682 8881161 PART V, LINE 4: THE ENDOWMENT FUNDS PROVIDE AID AND SUPPORT TO THE PROGRAMS OF HORIZONS. PART X, LINE 2: THE ORGANIZATION HAS IMPLEMENTED THE ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF THE END OF THE CURRENT AND PRIOR YEARS, THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AND RECOGNIZED NO SUCH INTEREST OR PENALTIES DURING THE CURRENT AND PRIOR YEARS. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE COMMITTEE OF THE BOARD SHALL REVIEW A DRAFT COPY OF THE FORM 990, INCLUDING REQUIRED SCHEDULES, PRIOR TO ITS SUBMISSION TO THE IRS. THE COMMITTEE SHALL SHARE THE FORM 990 WITH THE FULL BOARD AS DESIRED OR NEEDED. FORM 990, PART VI, SECTION B, LINE 12C HORIZONS SHALL HAVE ALL CURRENT BOARD MEMBERS AND SENIOR STAFF, (CEO AND DIRECTORS), COMPLETE AND SIGN A "CONFLICT OF INTEREST" STATEMENT WHICH SHALL BE REVIEWED BY THE CEO TO ENSURE THE "INDEPENDENCE" OF ALL BOARD MEMBERS. IF THERE IS ANY QUESTION REGARDING THE INDEPENDENCE OF ANY INDIVIDUAL COMPLETING THE CONFLICT OF INTEREST STATEMENT, IT SHALL BE REVIEWED BY THE EXECUTIVE COMMITTEE AND THE BOARD MEMBER SHALL BE DETERMINED TO BE INDEPENDENT OR IMPAIRED FOR THE CURRENT REPORTING PERIOD. DURING THE REGULAR COURSE OF BUSINESS, ANY ISSUES WHERE A CONFLICT OF INTEREST MAY BE CREATED WITH A BOARD MEMBER, THAT BOARD MEMBER WILL RECUSE THEMSELVES FROM THE RESPECTIVE VOTE. FORM 990, PART VI, SECTION B, LINE 15A THE HORIZONS BOARD PERFORMS AN ANNUAL REVIEW OF THE CEO. IT IS AT THEIR DISCRETION AND VOTE, AS TO WHAT THE CHANGE IN COMPENSATION FOR THE FOLLOWING YEAR SHOULD INCLUDE. SALARY RATE INCREASE IS BASED ON POSITIVE FINANCIAL HEALTH OF THE ORGANIZATION, AND IS SUBJECT TO MARKET STUDY AND FULL BOARD APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 HORIZONS RESIDENTIAL CARE CENTER, INC. SHALL MAKE AVAILABLE UPON WRITTEN REQUEST TO THE FRONT OFFICE AT 103 HORIZONS LANE, RURAL HALL, NC., ITS FORM 990, LETTER AFFIRMING TAX-EXEMPT STATUS, FINANCIAL STATEMENTS, TAX RETURN, BYLAWS AND CONFLICT OF INTEREST POLICY. FORM 990, PART XII, LINE 2C PROCESS HAS NOT CHANGED FROM THE PY.