HORIZON HEALTH AND WELLNESS INC Charity Report

Public IRS 990 nonprofit record

HORIZON HEALTH AND WELLNESS INC

EIN 86-0554593 · Mental Health & Crisis Intervention (F31Z)

What they do

HORIZON HEALTH and WELLNESS INCS 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 (CONTD ON SCHEDULE O)

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $87.80 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2023The report may be old. Ask for a newer one.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders24 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

86.12%of revenue went to mission work87.8% of expenses · Program services

$107.30spent for every $100 of revenueSpending was higher than revenue this year.

11.99%of revenue went to management and office costs12.2% of expenses

$0.79in assets for every $1 spent this yearSome assets cannot be spent right away.

17.1%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $2,977,412 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $327,836 for ANTONIO CARR (CHIEF MEDICAL OFFICER). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2023

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$44,588,399

Mission workProgram services$38,400,05986.12% of revenue87.8% of expenses

ManagementOffice and general costs$5,347,98211.99% of revenue12.2% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$840,3581.88% of revenueShown in gray on the chart

Total expenses$43,748,04198.12% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2023CurrentExpense mix: 87.8% mission · 12.2% management · 0.0% fundraisingTotal expenses: 98.12% of revenue

2022Expense mix: 88.3% mission · 11.7% management · 0.0% fundraisingTotal expenses: 109.05% of revenue

2021Expense mix: 87.8% mission · 12.2% management · 0.0% fundraisingTotal expenses: 98.19% of revenue

2020Expense mix: 75.9% mission · 24.1% management · 0.0% fundraisingTotal expenses: 96.67% of revenue

2019Expense mix: 88.7% mission · 11.3% management · 0.0% fundraisingTotal expenses: 99.52% of revenue

2018Expense mix: 88.0% mission · 12.0% management · 0.0% fundraisingTotal expenses: 102.27% of revenue

2017Expense mix: 90.7% mission · 9.3% management · 0.0% fundraisingTotal expenses: 94.27% of revenue

2016Expense mix: 90.8% mission · 9.2% management · 0.0% fundraisingTotal expenses: 101.41% of revenue

Money in and money out

Revenue$40,770,629

Expenses$43,748,041

Annual shortfall $2,977,412 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$38,400,059 · 87.8% of expenses

Management and office costs$5,347,982 · 12.2% of expenses

See all reported dollar amounts

Revenue$40,770,629

Expenses$43,748,041

Assets$34,667,738

Income$40,888,416

Contributions$6,978,658

Mission work (program services)$38,400,059

Management and general$5,347,982

Stocks and bonds$139,099

Accounting fees$90,143

People

Leadership and board

Tax year 2023

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

ANTONIO CARRCHIEF MEDICAL OFFICER · 40 hrs/week $327,836Base $304,929 · Other $22,907

LAURA LARSEN-HUFFAKERCHIEF EXECUTIVE OFFICER · 40 hrs/week $276,550Base $258,200 · Other $18,350

LOUIS TRUNZOPEDIATRITICIAN · 40 hrs/week $257,981Base $247,382 · Other $10,599

BENJAMIN BAXTERCHIEF FINANCIAL OFFICER · 40 hrs/week $229,770Base $211,492 · Other $18,278

THOMAS NELSONPHYSICIAN ASSISTANT · 40 hrs/week $207,587Base $183,056 · Other $24,531

APURVI PATELPEDIATRICIAN · 40 hrs/week $206,939Base $184,729 · Other $22,210

JUDITH PENDLETONPEDIATRICIAN · 40 hrs/week $195,404Base $187,740 · Other $7,664

ANGELA WEBBPRIMARY CARE DIRECTOR · 40 hrs/week $190,669Base $166,828 · Other $23,841

DAWN COTTRELLCHIEF DEVELOPMENT OFFICER · 40 hrs/week $187,367Base $175,511 · Other $11,856

MARY JO SILCOXCHIEF STRATEGIC INITATIVES OFFICER · 40 hrs/week $159,672Base $143,085 · Other $16,587

JACK SAUVECHIEF ORG DEVELOPMENT OFFICER · 40 hrs/week $145,024Base $128,453 · Other $16,571

BILLIE HOLIDAYCHIEF OPERATING OFFICER · 40 hrs/week $144,221Base $133,328 · Other $10,893

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (24)

ANTONIO CARRCHIEF MEDICAL OFFICER

LAURA LARSEN-HUFFAKERCHIEF EXECUTIVE OFFICER

LOUIS TRUNZOPEDIATRITICIAN

BENJAMIN BAXTERCHIEF FINANCIAL OFFICER

THOMAS NELSONPHYSICIAN ASSISTANT

APURVI PATELPEDIATRICIAN

JUDITH PENDLETONPEDIATRICIAN

ANGELA WEBBPRIMARY CARE DIRECTOR

DAWN COTTRELLCHIEF DEVELOPMENT OFFICER

MARY JO SILCOXCHIEF STRATEGIC INITATIVES OFFICER

JACK SAUVECHIEF ORG DEVELOPMENT OFFICER

BILLIE HOLIDAYCHIEF OPERATING OFFICER

ELENA MCGROARTYCHIEF CLINICAL OFFICER

BRENT BILLINGSLEYTREASURER

JEANNE GOLDEN BURKEDIRECTOR

HIMANSHU PATELDIRECTOR

MICHAEL MORALESPRESIDENT

MICHAEL POOLEYDIRECTOR

MIGUEL ARCINIEGADIRECTOR

MIKE FARBERDIRECTOR

QUINDIA PALMERDIRECTOR

ROBERT HUDDLESTONPRESIDENT ELECT

BILL PEARLMANDIRECTOR

TIM MECHLINSKISECRETARY

About this charity

Recognized since: January 1986
Location: 625 N PLAZA DR, APACHE JUNCTION, AZ 85120-5502
County: Pinal
In care of: BENJAMIN BAXTER
Primary officer: BENJAMIN BAXTER, CFO

How to reach them

WebsiteVisit the charity’s website Phone(480) 474-5566 Officer phone(602) 930-9371

Filing and classification

Latest tax year: 2023
Tax period began: October 1, 2023
Return type: 990
NTEE classification: Mental Health & Crisis Intervention (F31Z)