Civic Intelligence

Horizon Health and Wellness Inc

EIN 86-0554593 • 501(c)3 • Apache Junction, AZ

Profile

Smmhc, inc. Dba mountain health and wellness's (mhw)mission is to provide strength-based, culturally sensitive integrated health services by partnering with families and individuals to manage challenges and support their recovery. Mhw developed an innovative proactive model that embodies our philosophy of whole person care while promoting wellness. This approach to health care addresss the whole person by integrating behavioral health with primary care while promoting wellness and prevention.

625 N Plaza DrApache Junction, AZ 85120

www.mhwaz.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

82nd percentile

0.67x

Higher debt load relative to assets than 82% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

68th percentile

0.58x

Higher debt load relative to revenue than 68% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

43rd percentile

1.9%

Higher net margin than 43% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

64th percentile

$327,836

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

54th percentile

6.3%

Faster asset growth than 54% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

54th percentile

9.3%

Faster revenue growth than 54% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$38,304,977

Up $2,265,883 (+6.3%) from 2023

Liabilities

Up

$25,648,434

Up $1,869,837 (+7.9%) from 2023

Net Assets

Up

$12,656,543

Up $396,046 (+3.2%) from 2023

Revenue

Up

$44,588,399

Up $3,793,649 (+9.3%) from 2023

Expenses

Down

$43,748,041

Down $737,578 (-1.7%) from 2023

Net Income

Up

$840,358

Up $4,531,227 (+123%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2010: $8,408,193Liabilities 2010: $2,252,406Net Assets 2010: $6,155,7872010Assets 2011: $13,984,273Liabilities 2011: $7,438,326Net Assets 2011: $6,545,9472011Assets 2012: $15,840,799Liabilities 2012: $9,766,752Net Assets 2012: $6,074,0472012Assets 2013: $15,205,127Liabilities 2013: $11,305,637Net Assets 2013: $3,899,4902013Assets 2014: $12,252,428Liabilities 2014: $10,440,476Net Assets 2014: $1,811,9522014Assets 2015: $31,594,634Liabilities 2015: $18,573,377Net Assets 2015: $13,021,2572015Assets 2016: $32,068,803Liabilities 2016: $17,661,773Net Assets 2016: $14,407,0302016Assets 2017: $29,899,108Liabilities 2017: $17,186,360Net Assets 2017: $12,712,7482017Assets 2018: $31,314,697Liabilities 2018: $16,195,952Net Assets 2018: $15,118,7452018Assets 2019: $33,707,849Liabilities 2019: $19,393,802Net Assets 2019: $14,314,0472019Assets 2020: $34,748,014Liabilities 2020: $19,869,884Net Assets 2020: $14,878,1302020Assets 2021: $31,689,682Liabilities 2021: $15,293,398Net Assets 2021: $16,396,2842021Assets 2022: $34,132,707Liabilities 2022: $17,252,647Net Assets 2022: $16,880,0602022Assets 2023: $36,039,094Liabilities 2023: $23,778,597Net Assets 2023: $12,260,4972023Assets 2024: $38,304,977Liabilities 2024: $25,648,434Net Assets 2024: $12,656,5432024

Highlighted filing

2024

Assets$38,304,977
Liabilities$25,648,434
Net Assets$12,656,543

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60M$40M$20M$0-$20MExpenses 2010: $15,506,5192010Expenses 2011: $18,110,8252011Expenses 2012: $19,263,3422012Expenses 2013: $18,635,3222013Revenue 2014: $15,890,675Expenses 2014: $17,312,856Net Income 2014: -$1,422,1812014Revenue 2015: $19,282,511Expenses 2015: $19,016,619Net Income 2015: $265,8922015Revenue 2016: $40,864,944Expenses 2016: $40,976,808Net Income 2016: -$111,8642016Revenue 2017: $37,147,779Expenses 2017: $37,671,543Net Income 2017: -$523,7642017Revenue 2018: $40,197,033Expenses 2018: $37,893,377Net Income 2018: $2,303,6562018Revenue 2019: $35,371,728Expenses 2019: $36,176,077Net Income 2019: -$804,3492019Revenue 2020: $38,513,464Expenses 2020: $38,329,663Net Income 2020: $183,8012020Revenue 2021: $37,902,190Expenses 2021: $36,640,245Net Income 2021: $1,261,9452021Revenue 2022: $41,486,241Expenses 2022: $40,735,654Net Income 2022: $750,5872022Revenue 2023: $40,794,750Expenses 2023: $44,485,619Net Income 2023: -$3,690,8692023Revenue 2024: $44,588,399Expenses 2024: $43,748,041Net Income 2024: $840,3582024

Highlighted filing

2024

Revenue$44,588,399
Expenses$43,748,041
Net Income$840,358

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.3$25.6$12.7$44.6$43.7$0.84
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.0$23.8$12.3$40.8$44.5$3.69
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.1$17.3$16.9$41.5$40.7$0.75
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.7$15.3$16.4$37.9$36.6$1.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.7$19.9$14.9$38.5$38.3$0.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.7$19.4$14.3$35.4$36.2$0.80
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.3$16.2$15.1$40.2$37.9$2.30
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.9$17.2$12.7$37.1$37.7$0.52
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.1$17.7$14.4$40.9$41.0$0.11
2015Summary only. Only limited summary data is available for this year.$31.6$18.6$13.0$19.3$19.0$0.27
2014Detailed filing. Detailed filing data is available for this year.$12.3$10.4$1.81$15.9$17.3$1.42
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.2$11.3$3.90$18.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.8$9.77$6.07$19.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.0$7.44$6.55$18.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.41$2.25$6.16$15.5
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 14, 2025
Return Version
2023v6.0
Gross Receipts
$45,389,018
Mission and Program Overview

Mission

Horizon health and wellness inc's mission is to provide strength-based, culturally sensitive integrated health services by partnering with families and individuals to manage challenges and support their recovery. Hhw developed an (cont'd on schedule o) innovative proactive model that embodies our philosophy of whole person care while promoting wellness. This approach to health care addresses the whole person by integrating behavioral health with primary care while promoting wellness and prevention.

Applying innovative & best practice techniques to enhance the quality of (continued on schedule o)

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$15,134,695$15,376,505▲ $241,810
Accounts Receivable$7,182,425$8,540,264▲ $1,357,839
Pledges and Grants Receivable$950,121$1,493,043▲ $542,922
Intangible Assets$693,250$570,450▼ $122,800
Cash and Non-Interest-Bearing Accounts$346,149$450,116▲ $103,967
Prepaid Expenses and Deferred Charges$484,791$299,581▼ $185,210
Inventories for Sale or Use$168,415$152,894▼ $15,521
Investments in Publicly Traded Securities$142,432$139,099▼ $3,333
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$36,039,094$38,304,977▲ $2,265,883
Other Assets Total$10,936,816$11,283,025▲ $346,209
Liabilities
Mortgage Notes Payable Secured by Investment Property$9,677,101$10,932,823▲ $1,255,722
Other Liabilities$10,644,389$10,675,861▲ $31,472
Accounts Payable and Accrued Expenses$3,457,107$4,039,750▲ $582,643
Grants Payable$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$23,778,597$25,648,434▲ $1,869,837
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$11,609,105$12,062,983▲ $453,878
Net Assets With Donor Restrictions$651,392$593,560▼ $57,832
Total Net Assets Fund Balance$12,260,497$12,656,543▲ $396,046
Total Liabilities and Net Assets / Fund Balance$36,039,094$38,304,977▲ $2,265,883

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,112,845$11,017,655$20,130,500
Equipment$1,189,939$3,155,704$4,345,643
Land$3,645,557-$3,645,557
Other Land Buildings$1,375,152$1,746,479$3,121,631
Leasehold Improvements$53,012$36,547$89,559
Other Assets Org$1,026,289--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Antonio CarrChief Medical OfficerFT$304,929$22,907$327,836
Laura Larsen-huffakerChief Executive OfficerFT$258,200$18,350$276,550
Louis TrunzoPediatriticianFT$247,382$10,599$257,981
Benjamin BaxterChief Financial OfficerFT$211,492$18,278$229,770
Thomas NelsonPhysician AssistantFT$183,056$24,531$207,587
Apurvi PatelPediatricianFT$184,729$22,210$206,939
Judith PendletonPediatricianFT$187,740$7,664$195,404
Angela WebbPrimary Care DirectorFT$166,828$23,841$190,669
Dawn CottrellChief Development OfficerFT$175,511$11,856$187,367
Mary Jo SilcoxChief Strategic Initatives OfficerFT$143,085$16,587$159,672
Jack SauveChief Org Development OfficerFT$128,453$16,571$145,024
Billie HolidayChief Operating OfficerFT$133,328$10,893$144,221
Elena McgroartyChief Clinical OfficerFT$110,779$4,738$115,517

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Office KeepersJanitorial Services2324 E UNIVERSITY DR, Mesa, AZ 85213$385,854
FaspsychMedical Professional Services9742 W BURNET RD, Peoria, AZ 85382$281,445
Emily CorreaMedical Professional Services3244 E WASHINGTON AVE, Gilbert, AZ 85234$230,376
-Medical Professional Services22960 S 194TH ST, Queen Creek, AZ 85142$183,577
-Medical Professional Services8687 E VIA DE VENTURA, Scottsdale, AZ 85258$183,503
Revenue and Support

Revenue Composition

Contributions and Grants
$6,978,658
Program Service Revenue
$36,633,032
Investment Income
$970,651
Other Revenue
$6,058
All Other Contributions
$33,144
Change in Net Assets
$840,358

Audited Revenue Reconciliation

Revenue per Audited Statements
$44,588,399
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$198,554
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$44,786,953
Total Revenue per Form 990
$44,588,399
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$31,639,385
Other Expenses$12,027,582
Grants and Similar Amounts Paid$81,074
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$22,359,410$1,100,267-$23,459,677
Fees for Services Other$2,752,888$771,021-$3,523,909
Other Employee Benefits$2,363,872$493,660-$2,857,532
Current Officers, Directors, Trustees, and Key Employees$1,689,300$955,237-$2,644,537
Occupancy$2,231,736$119,934-$2,351,670
Payroll Taxes$1,744,306$260,407-$2,004,713
Depreciation Depletion$1,324,202$230,904-$1,555,106
Travel$753,956$51,143-$805,099
Pension Plan Contributions$632,521$40,405-$672,926
Interest$222,564$408,220-$630,784
Insurance$260,198$59,415-$319,613
Fees for Services Accounting-$90,143-$90,143
Grants to Domestic Individuals$81,074--$81,074
Other Expenses$0$74,994-$74,994
Fees for Services Legal$824$61,580-$62,404
Advertising$5,000$32,732-$37,732
Total Functional Expenses$38,400,059$5,347,982$0$43,748,041

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$44,390,907
Expenses per Audited Statements$43,748,041
Total Expenses per Form 990$43,748,041
Expenses Not Reported on Form 990$642,866
Expenses Not Reported on Financial Statements$0
Other Expense Adjustments$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

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

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$9,387,130
Finance Lease Liability$1,048,023
Refundable Advance$240,708
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The 990 is reviewed by the chief financial officer before filing.

Form 990, Part VI, Section B, Line 12C

No director shall participate in any decision for or on behalf of the corporation involving his/her own self-interest or the interest of a family member. This prohibition shall further require that such director refrain from any pertinent discussion. The voting record shall accurately reflect adherence to the requirement of non-participation. Anytime a board member believes an agenda item poses a conflict of interest not previously noted by the member, that member must declare the conflict of interest in open session and abstain from any discussion or vote regarding that agenda item. Following a declaration of a conflict of interest, the board will determine by secret ballot whether the conflict of interest can be resolved. The board may find that a conflict of interest situation may be resolved simply by the director not participating in board discussions and votes when the conflict area is an issue.

Form 990, Part VI, Section B, Line 15

The compensation of the ceo is reviewed by the independent board of directors. Compensation of the other officers and key employees is approved by the ceo.

Form 990, Part VI, Section C, Line 19

The governing documents, conflict of interest policy, and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Horizon Health and Wellness Inc
EIN
86-0554593
Phone
4804745566
Address
625 N PLAZA DR, APACHE JUNCTION, AZ 85120

Signing Officer

Name
Benjamin Baxter
Title
CFO
Phone
6029309371
Signed
2025-08-14

Organization Details

Principal Officer
Laura Larson-huffaker
Formed
1986
Legal Domicile
Az
Voting Board Members
10
Independent Board Members
10
Employees
713
Volunteers
0
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1

Description of organization mission: life of the members of the communities we serve through programs which treat the whole person with culturally responsive, patient-centered, integrated behavioral health, primary care and wellness education.

Form 990, Part III, Line 1

Description of organization mission: innovative proactive model that embodies our philosophy of whole person care while promoting wellness. This approach to health care addresses the whole person by integrating behavioral health with primary care while promoting wellness and prevention.

Form 990, Part III, Line 4A

Program service accomplishments: behavioral health services - children's services: we work in collaboration with the child and family so the child may achieve success in school, live with their family, improve overall wellness, and become a stable and productive individual. We collaborate with system partners to handle complex situations, through the use of best practices, in the least restrictive settings. Horizon's crisis services include assessing emergency behavioral health needs and providing referrals to resources such as level one inpatient, detox, emergency room, outpatient treatment, and other community resources. We also provide crisis observation/stabilization programs designed to provide and promote transitional care. Domestic violence services: horizon provides domestic violence offender services for people who, due to a domestic violence misdemeanor conviction, have been ordered by the court to participate in an approved domestic violence program. Through education on domestic violence and cessation of violence in intimate relationships participants will emphasize personal responsibility. Participants will learn to identify domestic violence as a means of asserting power and control over another individual. Participants will learn about domestic violence management techniques, thoughts that trigger impulsive behaviors, and examine the positive of the individual use in controlling partners through the cycle of violence. Outpatient behavioral health programs: horizon provides comprehensive outpatient behavioral health services to meet the needs of individuals and their families. We offer specialized assessments, individualized service planning, brief therapy, counseling, court-ordered services, referral for specialized medical or psychiatric evaluations, substance abuse services, and a variety of groups and post-release service coordination to facilitate service continuity through community resources. Psychiatric services: our experienced psychiatrists and medical professionals address mental health and emotional concerns our participants may be having. Medical and behavioral health professionals work collaboratively to discuss treatment options that are the best fit for each individual. Services include comprehensive psychiatric evaluation and diagnosis, medication and treatment option consultation, annual evaluations, medication monitoring and planning, and assistance with medication subsidies. Residential program: horizon's residential program provides substance abuse and/or mental health residential treatment for both women and men ages 18 and above. The program helps people in identifying triggers to use, learning coping skills to reduce the urge to use and assists in developing a clean and sober circle of support through active community 12 step meetings and social functions. Programming may last 30 days; additional time can be requested if deemed necessary. The program goes beyond residential treatment. Daily living skills that include self-administration of medication, cooking class, home management and budgeting skills are also learned while in the program. Family support is encouraged. Supported employment program: through our supported employment program we work directly with individuals on securing and maintaining employment. These pre-employment services include application for benefits, resume-writing guidance, interviewing skills development, situation assessment, and personal/social adjustment trainings.

Form 990, Part III, Line 4B

Program service accomplishments: intricate interplay of biological, social, and environmental factors that influence a child's growth and well-being. Our dedicated team of pediatricians, including primary care pediatricians and pediatric medical subspecialists, is committed to addressing the unique needs of each child under our care.

Form 990, Part XI, Line 9

Bad debt provision: -642,866

Financial Statement Notes

Schedule D, Part X, Line 2

The organization believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements.

Schedule D, Part XII, Line 2D

BAD DEBT EXPENSE 642,866

Raw XML AppendixShowing 400 of 999 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0HORIZON HEALTH AND WELLNESS IS A NON-PROFIT 501(C)(3) INTEGRATED HEALTH CARE AGENCY LICENSED BY THE STATE OF ARIZONA TO PROVIDE AN EXTENSIVE ARRAY OF HABILITATION, PRIMARY CARE, AND BEHAVIORAL HEALTH SERVICES IN PINAL, GILA, MARICOPA, AND YUMA COUNTIES AS WELL AS HABILITATION SERVICES IN THE COUNTIES OF COCHISE, MARICOPA, AND SANTA CRUZ. OUR MISSION IS TO PROVIDE INTEGRATED HEALTH CARE THAT ADDRESSES THE WHOLE PERSON AND PROMOTES WELLNESS. WE SERVE ALL PATIENTS REGARDLESS OF ABILITY TO PAY. HORIZON HEALTH AND WELLNESS OFFERS A FULL RANGE OF PRIMARY CARE, MENTAL HEALTH, AND PREVENTATIVE HEALTH SERVICES FOR ALL AGES AND STAGES OF LIFE. THESE SERVICES INCLUDE: (CONT'D ON SCHEDULE O)
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