Civic Intelligence

Horizon House Developmental Services Inc

990 • Fiscal year 2019 • EIN 23-2298505

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 15, 2020

120 S 30th StreetPhiladelphia, PA 19104

(215) 368-3838

Siviq Scores

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

Liabilities / Assets

65th percentile

0.41x

Higher debt load relative to assets than 65% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

19th percentile

0.08x

Higher debt load relative to revenue than 19% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Net Margin

53rd percentile

3.9%

Higher net margin than 53% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

54th percentile

$264,281

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Asset Growth

78th percentile

15%

Faster asset growth than 78% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

68th percentile

10%

Faster revenue growth than 68% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Assets

Up

$6,091,776

Up $814,544 (+15%) from 2018

Net Assets

Up

$3,592,467

Up $1,211,162 (+51%) from 2018

Liabilities

Down

$2,499,309

Down $396,618 (-14%) from 2018

Revenue

Up

$30,696,034

Up $2,881,387 (+10%) from 2018

Expenses

Up

$29,484,872

Up $2,519,778 (+9.3%) from 2018

Net Income

Up

$1,211,162

Up $361,609 (+43%) from 2018

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $4,317,268Liabilities 2011: $1,715,131Net Assets 2011: $2,602,1372011Assets 2012: $3,010,586Liabilities 2012: $1,566,048Net Assets 2012: $1,444,5382012Assets 2013: $3,511,297Liabilities 2013: $1,955,328Net Assets 2013: $1,555,9692013Assets 2014: $3,811,607Liabilities 2014: $1,723,915Net Assets 2014: $2,087,6922014Assets 2015: $4,526,003Liabilities 2015: $3,056,273Net Assets 2015: $1,469,7302015Assets 2016: $4,128,647Liabilities 2016: $2,517,860Net Assets 2016: $1,610,7872016Assets 2017: $3,780,777Liabilities 2017: $2,249,025Net Assets 2017: $1,531,7522017Assets 2018: $5,277,232Liabilities 2018: $2,895,927Net Assets 2018: $2,381,3052018Assets 2019: $6,091,776Liabilities 2019: $2,499,309Net Assets 2019: $3,592,4672019Assets 2020: $7,351,808Liabilities 2020: $2,949,033Net Assets 2020: $4,402,7752020Assets 2021: $8,157,409Liabilities 2021: $1,771,025Net Assets 2021: $6,386,3842021Assets 2022: $8,440,554Liabilities 2022: $1,603,782Net Assets 2022: $6,836,7722022Assets 2023: $7,978,797Liabilities 2023: $1,484,308Net Assets 2023: $6,494,4892023

Highlighted filing

2019

Assets$6,091,776
Liabilities$2,499,309
Net Assets$3,592,467

Operations Trend

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

$40M$30M$20M$10M$0-$10MExpenses 2011: $23,382,5972011Expenses 2012: $22,037,4122012Expenses 2013: $22,127,0792013Revenue 2014: $23,780,518Expenses 2014: $23,248,795Net Income 2014: $531,7232014Revenue 2015: $23,729,159Expenses 2015: $24,347,121Net Income 2015: -$617,9622015Revenue 2016: $26,246,079Expenses 2016: $26,105,022Net Income 2016: $141,0572016Revenue 2017: $26,293,552Expenses 2017: $26,372,587Net Income 2017: -$79,0352017Revenue 2018: $27,814,647Expenses 2018: $26,965,094Net Income 2018: $849,5532018Revenue 2019: $30,696,034Expenses 2019: $29,484,872Net Income 2019: $1,211,1622019Revenue 2020: $30,446,328Expenses 2020: $29,638,772Net Income 2020: $807,5562020Revenue 2021: $30,701,398Expenses 2021: $29,263,232Net Income 2021: $1,438,1662021Revenue 2022: $29,037,100Expenses 2022: $28,408,954Net Income 2022: $628,1462022Revenue 2023: $28,482,881Expenses 2023: $28,700,162Net Income 2023: -$217,2812023

Highlighted filing

2019

Revenue$30,696,034
Expenses$29,484,872
Net Income$1,211,162
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 15, 2020
Return Version
2018v3.3
Gross Receipts
$30,696,034
Mission and Program Overview

Mission

Horizon house developmental services, inc. Is one of three service-delivery affiliates of horizon house, inc. This horizon house affiliate supports adults with intellectual disabilities in managing their lives and being actively involved in the community. All services provided by horizon house development services, inc. Are designed to assist individuals with 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. These services are provided in philadelphia, bucks, delaware and montgomery counties, pennsylvania.

To provide community-based rehabilitation services to help intellectually disabled adults adjust successfully to independent living in phila and surrounding counties.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$4,499,591$4,663,850▲ $164,259
Land, Buildings, and Equipment, Net$517,349$834,981▲ $317,632
Prepaid Expenses and Deferred Charges$35,828$52,399▲ $16,571
Cash and Non-Interest-Bearing Accounts$33,031$39,840▲ $6,809
Savings and Temporary Cash Investments$0$0→ $0
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
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$5,277,232$6,091,776▲ $814,544
Other Assets Total$191,433$500,706▲ $309,273
Liabilities
Accounts Payable and Accrued Expenses$2,131,379$2,226,860▲ $95,481
Deferred Revenue$236,564$155,794▼ $80,770
Other Liabilities$527,984$116,655▼ $411,329
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$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$2,895,927$2,499,309▼ $396,618
Net Assets / Fund Balance
Unrestricted Net Assets$2,381,305$3,592,467▲ $1,211,162
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$2,381,305$3,592,467▲ $1,211,162
Total Liabilities and Net Assets / Fund Balance$5,277,232$6,091,776▲ $814,544

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$712,907$381,059$1,093,966
Equipment$122,074$92,844$214,918
Other Assets Org$283,358--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Linda Washington-BrownVice President, HDSFT$133,097$8,383$141,480
Elizabeth JohnsonDirector Clinical/Behav. SrvsFT$106,589$6,930$113,519
Renee McNeillRegional DirectorFT$103,136$6,919$110,055

Board Members and Trustees

NameTitle
John F Hunt EsqBoard Chairman
Jeffrey WilushPresident and CEO
Bishop J Howard Debro DdBoard Member
Joseph MetzingerBoard Member
Joseph P 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
Todd SiitonenBoard Member
Karlyn MessingerSecretary
Thomas P SheehanTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Quality CareContract LaborPO BOX 428, Willow Grove, PA 19090$849,426
Joan BaribaultLandlordPO BOX 484, Bryn Mawr, PA 19010$151,220
Dimattia Enterprises IncAuto Repair502 South Bradford Avenue, West Chester, PA 19382$103,359
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$30,696,034
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$1,211,162
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$19,834,936
Other Expenses$9,649,936
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$16,230,635--$16,230,635
Other Employee Benefits$2,347,444--$2,347,444
Occupancy$1,875,223--$1,875,223
All Other Expenses$1,463,648--$1,463,648
Payroll Taxes$1,144,260--$1,144,260
Travel$750,608--$750,608
Other Expenses$266,968$3,465,232-$266,968
Office Expenses$256,852--$256,852
Fees for Services Other$151,667--$151,667
Pension Plan Contributions$112,597--$112,597
Depreciation Depletion$91,756--$91,756
Conferences and Meetings$19,030--$19,030
Total Functional Expenses$26,019,640$3,465,232$0$29,484,872
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
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
Deferred Compensation Plan Obl$116,655
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

POLICIES - Part VI, Section B, Question 12C:

Reviewed Annually by Board of Directors

CEO/Officers' Compensation Policy - Part VI, Section B, Question 15

Approval by Board of Directors

Disclosure - Part VI, Section C, Question 19

Available for inspection upon request at office

Review of 990 - Part VI, Section B, Question 11

Reviewed by Board of Directors' Operations Committee

Filing and Contact Details

Filer

Filer Name
Horizon House Developmental Services Inc
EIN
23-2298505
In Care Of
% THOMAS L BAILEY VP FINANC
Phone
2153683838
Address
120 S 30th Street, Philadelphia, PA 19104

Signing Officer

Name
Thomas Bailey
Title
VP, Finance
Phone
2153683838
Signed
2020-07-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey Wilush
Formed
1986
Legal Domicile
Pa
Voting Board Members
14
Independent Board Members
13
Employees
0
Volunteers
15

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

Form 990, Part IV 12A

The organization is currently in the process of having their fiscal year ended june 30, 2019 financial statements audited. Therefore, the reconciliation of this return to the financial statements was not able to be completed on schedule d.

Form 990, Part XII, Line 2B

The organization is currently in the process of having their fiscal year ended june 30, 2019 financial statements audited.

Financial Statement Notes

FIN 48 - Schedule D, Part X, Line 2

For the year ended June 30, 2019, HHDS 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 Organization has not recorded any reserves, or related accruals for interest and penalties at June 30, 2019 and 2018. HHDS believes it has not engaged in any activities for which its tax-exempt status would not be sustained under examination. HHDS is potentially subject to federal examinations for years subsequent to June 30, 2015.

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IRS990/Form990PartVIISectionAGrp/PersonNm10ROBERT B BODZIN ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm11Paul Wilkins
IRS990/Form990PartVIISectionAGrp/PersonNm12Todd Siitonen
IRS990/Form990PartVIISectionAGrp/PersonNm13Joseph Metzinger
IRS990/Form990PartVIISectionAGrp/PersonNm14Linda Washington-Brown
IRS990/Form990PartVIISectionAGrp/PersonNm15Renee McNeill
IRS990/Form990PartVIISectionAGrp/PersonNm16Elizabeth Johnson
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Board Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5President and CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt13Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt14Vice President, HDS
IRS990/Form990PartVIISectionAGrp/TitleTxt15Regional Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Dir. Clinical/Behav. Srvs
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IRS990/MembersOrStockholdersInd0false
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IRS990/MissionDesc0HORIZON HOUSE DEVELOPMENTAL SERVICES, INC. IS ONE OF THREE SERVICE-DELIVERY AFFILIATES OF HORIZON HOUSE, INC. THIS HORIZON HOUSE AFFILIATE SUPPORTS ADULTS WITH INTELLECTUAL DISABILITIES IN MANAGING THEIR LIVES AND BEING ACTIVELY INVOLVED IN THE COMMUNITY. ALL SERVICES PROVIDED BY HORIZON HOUSE DEVELOPMENT SERVICES, INC. ARE DESIGNED TO ASSIST INDIVIDUALS WITH 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. THESE SERVICES ARE PROVIDED IN PHILADELPHIA, BUCKS, DELAWARE AND MONTGOMERY COUNTIES, PENNSYLVANIA.
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IRS990/OtherExpensesGrp/Desc0ADMINISTRATION
IRS990/OtherExpensesGrp/Desc1REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc2TREATMENT SUPPLIES
IRS990/OtherExpensesGrp/Desc3COMMUNICATIONS
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IRS990/PoliticalCampaignActyInd0false
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt052399
IRS990/PrincipalOfficerNm0Jeffrey Wilush
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/BusinessCd2624100
IRS990/ProgramServiceRevenueGrp/Desc0CLIENT FEES
IRS990/ProgramServiceRevenueGrp/Desc1COMMONWEALTH OF PA-ODP REVENUE
IRS990/ProgramServiceRevenueGrp/Desc2OTHER REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0938861
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt129201340
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2555833
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0938861
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt129201340
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2555833
IRS990/ProgSrvcAccomActy2Grp/Desc0NON-RESIDENTIAL SERVICES - OTHER SUPPORTS FOR ADULTS WITH INTELLECTUAL DISABILITES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01131854
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0267952
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0140583
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IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
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IRS990/PYOtherExpensesAmt08311742
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt027674064
IRS990/PYRevenuesLessExpensesAmt0849553
IRS990/PYSalariesCompEmpBnftPaidAmt018653352
IRS990/PYTotalExpensesAmt026965094
IRS990/PYTotalProfFndrsngExpnsAmt00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$7.98$1.48$6.49$28.5$28.7$0.22
2022Detailed filing. Detailed filing data is available for this year.$8.44$1.60$6.84$29.0$28.4$0.63
2021Detailed filing. Detailed filing data is available for this year.$8.16$1.77$6.39$30.7$29.3$1.44
2020Detailed filing. Detailed filing data is available for this year.$7.35$2.95$4.40$30.4$29.6$0.81
2019Detailed filing. Detailed filing data is available for this year.$6.09$2.50$3.59$30.7$29.5$1.21
2018Detailed filing. Detailed filing data is available for this year.$5.28$2.90$2.38$27.8$27.0$0.85
2017Detailed filing. Detailed filing data is available for this year.$3.78$2.25$1.53$26.3$26.4$0.08
2016Detailed filing. Detailed filing data is available for this year.$4.13$2.52$1.61$26.2$26.1$0.14
2015Detailed filing. Detailed filing data is available for this year.$4.53$3.06$1.47$23.7$24.3$0.62
2014Detailed filing. Detailed filing data is available for this year.$3.81$1.72$2.09$23.8$23.2$0.53
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.51$1.96$1.56$22.1
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.01$1.57$1.44$22.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.32$1.72$2.60$23.4