Civic Intelligence

Horizon House Inc.

990 • Fiscal year 2017 • EIN 23-1413304

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

120 South 30th StreetPhiladelphia, PA 19104-3403

(215) 386-3838

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

85th percentile

0.77x

Higher debt load relative to assets than 85% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

83rd percentile

1.34x

Higher debt load relative to revenue than 83% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

64th percentile

8.0%

Higher net margin than 64% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

67th percentile

$233,480

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

64th percentile

8.6%

Faster asset growth than 64% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

56th percentile

6.7%

Faster revenue growth than 56% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Assets

Up

$22,538,757

Up $1,783,297 (+8.6%) from 2016

Net Assets

Up

$5,132,146

Up $1,084,724 (+27%) from 2016

Liabilities

Up

$17,406,611

Up $698,573 (+4.2%) from 2016

Revenue

Up

$13,031,673

Up $821,761 (+6.7%) from 2016

Expenses

Down

$11,994,421

Down $68,729 (-0.6%) from 2016

Net Income

Up

$1,037,252

Up $890,490 (+607%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2011: $8,269,768Liabilities 2011: $5,685,401Net Assets 2011: $2,584,3672011Assets 2012: $8,995,223Liabilities 2012: $6,073,724Net Assets 2012: $2,921,4992012Assets 2013: $20,380,400Liabilities 2013: $16,577,652Net Assets 2013: $3,802,7482013Assets 2014: $20,796,043Liabilities 2014: $16,897,928Net Assets 2014: $3,898,1152014Assets 2015: $21,170,312Liabilities 2015: $17,248,780Net Assets 2015: $3,921,5322015Assets 2016: $20,755,460Liabilities 2016: $16,708,038Net Assets 2016: $4,047,4222016Assets 2017: $22,538,757Liabilities 2017: $17,406,611Net Assets 2017: $5,132,1462017Assets 2018: $36,739,076Liabilities 2018: $29,297,962Net Assets 2018: $7,441,1142018Assets 2019: $40,254,758Liabilities 2019: $29,039,126Net Assets 2019: $11,215,6322019Assets 2020: $38,190,284Liabilities 2020: $27,497,519Net Assets 2020: $10,692,7652020Assets 2021: $38,584,419Liabilities 2021: $16,207,015Net Assets 2021: $22,377,4042021Assets 2022: $36,413,209Liabilities 2022: $13,760,343Net Assets 2022: $22,652,8662022Assets 2023: $35,225,995Liabilities 2023: $13,301,958Net Assets 2023: $21,924,0372023

Highlighted filing

2017

Assets$22,538,757
Liabilities$17,406,611
Net Assets$5,132,146

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MExpenses 2011: $10,889,7712011Expenses 2012: $10,754,2602012Expenses 2013: $11,510,9252013Revenue 2014: $11,767,398Expenses 2014: $11,694,435Net Income 2014: $72,9632014Revenue 2015: $11,801,517Expenses 2015: $11,776,487Net Income 2015: $25,0302015Revenue 2016: $12,209,912Expenses 2016: $12,063,150Net Income 2016: $146,7622016Revenue 2017: $13,031,673Expenses 2017: $11,994,421Net Income 2017: $1,037,2522017Revenue 2018: $12,793,109Expenses 2018: $12,630,440Net Income 2018: $162,6692018Revenue 2019: $13,549,378Expenses 2019: $13,216,669Net Income 2019: $332,7092019Revenue 2020: $13,115,472Expenses 2020: $12,966,906Net Income 2020: $148,5662020Revenue 2021: $28,628,800Expenses 2021: $14,627,308Net Income 2021: $14,001,4922021Revenue 2022: $15,071,381Expenses 2022: $14,837,945Net Income 2022: $233,4362022Revenue 2023: $14,740,579Expenses 2023: $15,341,699Net Income 2023: -$601,1202023

Highlighted filing

2017

Revenue$13,031,673
Expenses$11,994,421
Net Income$1,037,252
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.1
Gross Receipts
$13,090,899
Mission and Program Overview

Mission

Horizon house inc. Provides administrative support, staff supervision and training to its service-delivery affiliates: horizon house rehabilitation services, inc. - psychiatric disabilities, drug and alcohol and homeless services; horizon house developmental services, inc. - intellectual disabilities services; horizon house/delaware, inc. - psychiatric disabilities services. The affiliates provide a continuum of community-based services that include residential, homeless, behavioral health and rehabilitation to assist individuals with psychiatric diabilities, histories of substance abuse, homelessness, or intellectual disabilities to learn skills to perform daily living tasks, build social and vocational competencies, manage their resources and reach their highest potential for independent living in the community. Each year, horizon house, inc affiliates provide services to more than 4,500 individuals with special needs in philadelphia, berks, bucks, chester, delaware, lehigh and montg

To provide training and supervision for residential, vocational and rehabilitation programs serving clients in philadelphia and surrounding counties and delaware.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,052,286$6,605,120▼ $447,166
Cash and Non-Interest-Bearing Accounts$915,809$1,226,225▲ $310,416
Inventories for Sale or Use$750,786$1,031,538▲ $280,752
Accounts Receivable$52,589$333,420▲ $280,831
Prepaid Expenses and Deferred Charges$237,415$158,157▼ $79,258
Savings and Temporary Cash Investments$92,480$108,395▲ $15,915
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$20,755,460$22,538,757▲ $1,783,297
Other Assets Total$11,654,095$13,075,902▲ $1,421,807
Liabilities
Accounts Payable and Accrued Expenses$8,665,987$9,279,007▲ $613,020
Mortgage Notes Payable Secured by Investment Property$7,439,829$7,655,529▲ $215,700
Deferred Revenue$571,645$428,734▼ $142,911
Other Liabilities$30,577$43,341▲ $12,764
Grants Payable$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$16,708,038$17,406,611▲ $698,573
Net Assets / Fund Balance
Unrestricted Net Assets$4,047,422$5,132,146▲ $1,084,724
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$4,047,422$5,132,146▲ $1,084,724
Total Liabilities and Net Assets / Fund Balance$20,755,460$22,538,757▲ $1,783,297

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,900,691$6,568,190$11,468,881
Land$1,644,408-$1,644,408
Equipment$60,021$510,192$570,213
Other Assets Org$159,228--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeffrey WilushPresident and CEOFT$202,619$30,861$233,480
Kariemah White-MackVP, Information System & TechFT$156,872$10,965$167,837
Yusef J JoynerVP, Human ResourcesFT$142,090$6,615$148,705
Thomas BaileyVP, FinanceFT$116,704$6,615$123,319
Rita Anne KucsanDirector of Org Quality/ComplianceFT$108,892$12,600$121,492
Patrick WolodzkoReal Estate DirectorFT$103,114$16,500$119,614

Board Members and Trustees

NameTitle
John Hunt EsqBoard Chairman
Bishop J Howard Debro DdBoard Member
Gloria F Donnelly PhDBoard Member
Gregory BruceBoard Member
Joseph LyonsBoard Member
Lawrence B Fine EsqBoard Member
Mary Joy Kaiser-ReinertzBoard Member
Paul WilkinsBoard Member
Richard BaronBoard Member
Robert B Bodzin ESQBoard Member
Samuel HirschBoard Member
Karlyn MessingerSecretary
Thomas P SheehanTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Bdo USA LLPAudit1801 MARKET STREET SUITE 1700, Philadelphia, PA 19103$302,433
Revenue and Support

Revenue Composition

Contributions and Grants
$282,992
Program Service Revenue
$12,127,207
Investment Income
$590,538
Other Revenue
$30,936
All Other Contributions
$43,845
Change in Net Assets
$1,037,252
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,269,438
Other Expenses$4,724,983
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,702,109--$5,702,109
Occupancy$913,244--$913,244
Other Employee Benefits$825,768--$825,768
Interest$609,674--$609,674
Depreciation Depletion$502,358--$502,358
Office Expenses$468,979--$468,979
Payroll Taxes$443,751--$443,751
Other Expenses$381,806--$381,806
Fees for Services Accounting$297,580--$297,580
Current Officers, Directors, Trustees, and Key Employees$254,278$0$0$254,278
Fees for Services Other$219,629--$219,629
Fees for Services Legal$215,545--$215,545
Travel$87,076--$87,076
Pension Plan Contributions$43,532--$43,532
Conferences and Meetings$34,548--$34,548
Total Functional Expenses$11,994,421$0$0$11,994,421
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$59,226
Fundraising Gross Income$47,400
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$143,636$47,400$8,062$39,338
Total Events$143,636$47,400$59,226$-11,826
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deffered Compensation Plan Obl$43,341
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Question 19 (disclosure) - 990 Part VI-section C

Available for inspection upon request at office

Question 11 - 990 Part VI-section B

Reviewed by board of directors' operations committee

Question 12C (policies) - 990 Part VI-section B

Reviewed annually by board of directors

Question 15A and 15B(policies) - 990 Part VI-section B

Approval by board of directors

Nature of Program Service Revenue - Form 990, Part VIII, Line 2

Administrative Fees to Affiliates Administrative Fees to Affiliates represents the portion of the Agency's total administrative services costs including Executive, Fiscal, IST, Human Resources, and Real Estate departments which are allocated amongst all Affiliates as per the Agency's approved administrative cost allocation plan. Rental Fees to Affiliates Rental Fees to Affiliates represents portion of the total operating costs including Mortgage Principle and Interest of owned properties allocated to Affiliates occupying the respective property. Maintenace Fees to Affiliates Maintenance Fees to Affiliates represents the portion of the total personnel costs of maintenance department staff providing maintenance services at facilities owned and/or leased which are occupied by the respective Affiliate. Training Fees to Affiliates Training Fees to Affiliates represents the portion of the total personnel costs of training department staff providing training services to staff assigned to the respective Affiliate.

Filing and Contact Details

Filer

Filer Name
Horizon House Inc
EIN
23-1413304
In Care Of
% THOMAS L BAILEY VP FINANC
Phone
2153863838
Address
120 South 30th Street, Philadelphia, PA 19104-3403

Signing Officer

Name
Thomas Bailey
Title
VP, Finance
Phone
2153683838
Signed
2018-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey Wilush
Formed
1952
Legal Domicile
Pa
Voting Board Members
14
Independent Board Members
13
Employees
1,608
Volunteers
21

Preparer

Firm
Bdo USA Llp
Address
1801 MARKET STREET SUITE 1700, PHILADELPHIA, PA 19103
Preparer
Marc R Berger CPA
Phone
2155641900
Supplemental Narrative

Additional Explanations

Reconciliation of Net Assets - Form 990 Part XI

Unrealized gain on investment $47,472

Financial Statement Notes

Fin 48

Schedule d, part x, line 2 for the year ended june 30, 2017, the agency did not identify any uncertain tax positions taken or expected to be taken in an information return which would require adjustment to or disclosure in its financial statements. Accordingly, the agency has not recorded any reserves or related accruals for interest and penalties at june 30, 2017 and 2016. The agency believes it has not engaged in any activities for which its tax exempt-status would not be sustained under examination. The agency is potentially subject to federal examinations for years subsequent to june 30, 2013.

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IRS990/Form990PartVIISectionAGrp/PersonNm5Thomas P Sheehan
IRS990/Form990PartVIISectionAGrp/PersonNm6BISHOP J HOWARD DEBRO DD
IRS990/Form990PartVIISectionAGrp/PersonNm7Lawrence B Fine Esq
IRS990/Form990PartVIISectionAGrp/PersonNm8Richard Baron
IRS990/Form990PartVIISectionAGrp/PersonNm9Robert B Bodzin ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm10Mary Joy Kaiser-Reinertz
IRS990/Form990PartVIISectionAGrp/PersonNm11Samuel Hirsch
IRS990/Form990PartVIISectionAGrp/PersonNm12Jeffrey Wilush
IRS990/Form990PartVIISectionAGrp/PersonNm13Paul Wilkins
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IRS990/Form990PartVIISectionAGrp/PersonNm15Rita Anne Kucsan
IRS990/Form990PartVIISectionAGrp/PersonNm16Thomas Bailey
IRS990/Form990PartVIISectionAGrp/PersonNm17Yusef J Joyner
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IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt13Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP, Information System & Tech
IRS990/Form990PartVIISectionAGrp/TitleTxt15Dir of Org Quality/Compliance
IRS990/Form990PartVIISectionAGrp/TitleTxt16VP, Finance
IRS990/Form990PartVIISectionAGrp/TitleTxt17VP, Human Resources
IRS990/Form990PartVIISectionAGrp/TitleTxt18Real Estate Director
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IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0HORIZON HOUSE INC. PROVIDES ADMINISTRATIVE SUPPORT, STAFF SUPERVISION AND TRAINING TO ITS SERVICE-DELIVERY AFFILIATES: HORIZON HOUSE REHABILITATION SERVICES, INC. - PSYCHIATRIC DISABILITIES, DRUG AND ALCOHOL AND HOMELESS SERVICES; HORIZON HOUSE DEVELOPMENTAL SERVICES, INC. - INTELLECTUAL DISABILITIES SERVICES; HORIZON HOUSE/DELAWARE, INC. - PSYCHIATRIC DISABILITIES SERVICES. THE AFFILIATES PROVIDE A CONTINUUM OF COMMUNITY-BASED SERVICES THAT INCLUDE RESIDENTIAL, HOMELESS, BEHAVIORAL HEALTH AND REHABILITATION TO ASSIST INDIVIDUALS WITH PSYCHIATRIC DIABILITIES, HISTORIES OF SUBSTANCE ABUSE, HOMELESSNESS, OR INTELLECTUAL DISABILITIES TO LEARN SKILLS TO PERFORM DAILY LIVING TASKS, BUILD SOCIAL AND VOCATIONAL COMPETENCIES, MANAGE THEIR RESOURCES AND REACH THEIR HIGHEST POTENTIAL FOR INDEPENDENT LIVING IN THE COMMUNITY. EACH YEAR, HORIZON HOUSE, INC AFFILIATES PROVIDE SERVICES TO MORE THAN 4,500 INDIVIDUALS WITH SPECIAL NEEDS IN PHILADELPHIA, BERKS, BUCKS, CHESTER, DELAWARE, LEHIGH AND MONTG
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IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS PERSONNEL
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IRS990/OtherExpensesGrp/ProgramServicesAmt2497351
IRS990/OtherExpensesGrp/ProgramServicesAmt3381806
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IRS990/OtherExpensesGrp/TotalAmt1320412
IRS990/OtherExpensesGrp/TotalAmt2497351
IRS990/OtherExpensesGrp/TotalAmt3381806
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IRS990/OtherSalariesAndWagesGrp/TotalAmt05702109
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0158157
IRS990/PrincipalOfficerNm0JEFFREY WILUSH
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/BusinessCd1561000
IRS990/ProgramServiceRevenueGrp/BusinessCd2561000
IRS990/ProgramServiceRevenueGrp/BusinessCd3561000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.2$13.3$21.9$14.7$15.3$0.60
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.4$13.8$22.7$15.1$14.8$0.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.6$16.2$22.4$28.6$14.6$14.0
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.2$27.5$10.7$13.1$13.0$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.3$29.0$11.2$13.5$13.2$0.33
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.7$29.3$7.44$12.8$12.6$0.16
2017Detailed filing. Detailed filing data is available for this year.$22.5$17.4$5.13$13.0$12.0$1.04
2016Detailed filing. Detailed filing data is available for this year.$20.8$16.7$4.05$12.2$12.1$0.15
2015Detailed filing. Detailed filing data is available for this year.$21.2$17.2$3.92$11.8$11.8$0.03
2014Detailed filing. Detailed filing data is available for this year.$20.8$16.9$3.90$11.8$11.7$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.4$16.6$3.80$11.5
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.00$6.07$2.92$10.8
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.27$5.69$2.58$10.9