2024-10-03T14:01:45-05:00 2023-12-31 160929175 DOPKINS & COMPANY LLP 200 INTERNATIONAL DR BUFFALO NY 142215794 990 2023-01-01 166198498 HORIZON HEALTH SERVICES INC HORI 7168312700 55 DODGE ROAD GETZVILLE NY 14068 ERIN DIGIROLAMO CEO 7168312700 2024-09-27 1 0 MICHAEL ORLOWSKI P00956557 7166348800 2024-09-27 2023 2024-10-15 13:58:12Z ERIN DIGIROLAMO 55 DODGE ROAD GETZVILLE NY 14068 58810623 0 X WWW.HORIZON-HEALTH.ORG X 1975 NY HORIZON HEALTH SERVICES IS A NOT-FOR-PROFIT ORGANIZATION THAT PROVIDES AN ARRAY OF COMPREHENSIVE SERVICES TO ASSIST INDIVIDUALS WITH MENTAL HEALTH PROBLEMS AND/OR ADDICTIONS TO MAKE CHOICES THAT IMPROVE THEIR QUALITY OF LIFE AND ACHIEVE THEIR PERSONAL RECOVERY GOALS.WE EMPOWER CONSUMERS AND SUPPORT THEIR PURSUIT OF THEIR HOPES AND DREAMS THROUGH AN INTEGRATED SERVICE DELIVERY SYSTEM. CONSUMERS ARE PARTNERS IN SELECTING AND IMPLEMENTING THEIR CARE FROM AMONG HIGH-QUALITY SERVICES THAT ARE ACCESSIBLE AND RESPONSIVE TO THEIR NEEDS AND DESIRES. HORIZON'S SERVICES ARE DELIVERED OUT OF 17 FACILITIES LOCATED IN ERIE, NIAGARA AND GENESEE COUNTIES, WITH A CONCENTRATION OF SERVICES IN THE CITIES OF BUFFALO AND NIAGARA FALLS. THE VARIOUS CLINICAL PROGRAMS ARE CO-LOCATED WITHIN FACILITIES TO ENSURE THE INTEGRATION OF ALL NEEDED CARE FOR PERSONS WITH MULTIPLE DISORDERS. SERVICE PLANS ARE BASED ON INDIVIDUALIZED NEEDS AND CHOICES RATHER THAN FIXED PROGRAM DESIGNS. 21 21 593 0 0 0 9691870 8000849 31033760 35138454 43240 256039 7079794 2367543 47848664 45762885 0 0 0 0 31213078 32326852 0 0 0 12839581 13044918 44052659 45371770 3796005 391115 34828460 34250602 9367535 8181300 25460925 26069302 X HORIZON HEALTH SERVICES IS COMMITTED TO HELPING INDIVIDUALS AND THEIR FAMILIES ACHIEVE HEALTH AND RECOVERY FOR A BETTER TOMORROW. 0 0 33064342 32893553 OUTPATIENT BEHAVIORAL HEALTH SERVICES:HORIZON HEALTH SERVICES PROVIDES BOTH MENTAL HEALTH AND OUTPATIENT COUNSELING, AS WELL AS TREATMENT SERVICES FOR INDIVIDUALS WITH ALCOHOL AND SUBSTANCE ABUSE DEPENDENCE, FAMILIES AND CO-DEPENDENCE, YOUNG ADULTS AND ADOLESCENTS. HORIZON ALSO PROVIDES INTEGRATED TREATMENT FOR CO-RECURRING DISORDERS. HORIZON SERVICED 18,008 INDIVIDUAL PATIENTS THROUGH OUR ADDICTION SERVICES OUTPATIENT CLINICS. 291,837 UNITS OF ADDICTION SERVICES WERE PERFORMED DURING 2023. THE AVERAGE LENGTH OF STAY FOR AN ADDICTION PATIENT IS 10 MONTHS. 4061235 9717 CARE COORDINATION:HORIZON HEALTH SERVICES OFFERS COORDINATED CARE TO INDIVIDUALS WITH MULTIPLE CHRONIC HEALTH CONDITIONS, INCLUDING MENTAL HEALTH AND SUBSTANCE USE DISORDERS. HEALTH HOME SERVICES INCLUDE COMPREHENSIVE CARE MANAGEMENT, CARE COORDINATION, HEALTH PROMOTION, COMPREHENSIVE TRANSITIONAL CARE/FOLLOW-UP, PATIENT & FAMILY SUPPORT, AND REFERRAL TO COMMUNITY & SOCIAL SUPPORT SERVICES. THE ORGANIZATION'S HEALTH HOME CARE COORDINATION CONTRACT REVENUE WITH HEALTH HOMES OF UPSTATE NEW YORK IN 2023 AMOUNTED TO $4,225,480 WHICH IS INCLUDED IN FORM 990 PART VIII LINE 1E. 1112664 1318279 PRIVATE PRACTICE :HORIZON THERAPY ASSOCIATES PROVIDES MENTAL HEALTH CARE TO A SUBSET OF PATIENTS WHO MAY NOT REQUIRE AS INTENSIFIED SERVICES AS MIGHT TYPICALLY BE SEEN IN COMMUNITY MENTAL HEALTH TREATMENT. PRIVATE PRACTICE PATIENTS LARGELY PRESENT WITH ADJUSTMENT DISORDERS, LIFE TRANSITIONS AND MILD MENTAL HEALTH CONDITIONS. THE ACUITY OF THE PRIVATE PRACTICE PATIENT IS TYPICALLY LOW. 3089910 916905 OTHER PROGRAMS INCLUDE WELLNESS GYM AND OTHER MISCELLANEOUS SERVICES. 3089910 916905 41328151 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 41 0 593 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X JOHN RUFFOLO 7168312700 55 DODGE ROAD GETZVILLE NY 14068 X LAUREN BAYNES BOARD MEMBER 1.00 1.00 X 0 0 0 KEVIN D ROBINSON BOARD MEMBER 1.00 1.00 X 0 0 0 MELINDA DUBOIS BOARD MEMBER 1.00 1.00 X 0 0 0 MICHAEL MAXWELL ESQ BOARD MEMBER 1.00 1.00 X 0 0 0 MUNNI VISCO SECRETARY 1.00 1.00 X 0 0 0 PATRICK C KEATING BOARD MEMBER 1.00 1.00 X 0 0 0 RANDYLL P BOWEN BOARD MEMBER 1.00 1.00 X 0 0 0 BOB MADDEN CHAIR 1.00 1.00 X X 0 0 0 RYAN LUCINSKI BOARD MEMBER 1.00 1.00 X 0 0 0 BHAKTI SHARMA BOARD MEMBER 1.00 1.00 X 0 0 0 AMY CONMY BOARD MEMBER 1.00 1.00 X 0 0 0 JENNIFER JOHENGEN-VOGEL SECRETARY 1.00 1.00 X 0 0 0 REBECCA WAITE BOARD MEMBER 1.00 1.00 X 0 0 0 HORACE GIOIA BOARD MEMBER 1.00 1.00 X 0 0 0 PARETTE WALKER BOARD MEMBER 1.00 1.00 X 0 0 0 ROBERT BAXTER BOARD MEMBER 1.00 1.00 X 0 0 0 KATHLEEN CONNOLLY VICE CHAIR 1.00 1.00 X 0 0 0 LISA CATANESE BOARD MEMBER 1.00 1.00 X 0 0 0 SISTER MARY MCCARRICK BOARD MEMBER 1.00 1.00 X 0 0 0 SCOTT M WEBER BOARD MEMBER 1.00 1.00 X 0 0 0 LISA CEGLIA BOARD MEMBER 1.00 1.00 X 0 0 0 ERIN DIGIROLAMO CEO 10.00 30.00 X 0 346130 32847 JOHN RUFFOLO CFO 10.00 30.00 X 0 182445 10624 JOSHUA MORRA MEDICAL DIRECTOR HHS 40.00 X 269922 0 36329 BRANDY VANDERMARK-MURRAY PRESIDENT 10.00 30.00 X 0 241642 15880 ANGELA ROCHE NURSE PRACTITIONER-PSYCH 40.00 X 191808 0 15530 JACOB HAACKER CHIEF INFORMATION OFFICER 10.00 30.00 X 0 188468 15233 MICHELLE CURTO VP OF ADMIN OPERATIONS 10.00 30.00 X 0 171932 23590 461730 1130617 150033 2 0 1 0 DELL MARKETING LP PO BOX 643561 PITTSBURGH PA 15264 TECHNOLOGY 150424 1 6050028 1950821 8000849 OUTPATIENT BEHAVIORAL 621990 32893553 32893553 PRIVATE PRACTICE 621990 1318279 1318279 CARE COORDINATION 621990 9717 9717 916905 916905 35138454 37882 37882 13265895 13047738 218157 218157 218157 RELATED PARTY SERVICES 900099 1825725 1825725 OTHER REVENUE 900099 541818 541818 2367543 45762885 35138454 0 2623582 27195653 27195653 1289426 1289426 1829736 1829736 2012037 2012037 519471 519471 153737 153737 261866 261866 686089 686089 1820123 1820123 161952 161952 38712 38712 685228 685228 224036 224036 MANAGEMENT CONTRACT 6414566 2370947 4043619 MISCELLANOUS EXPENSES 701874 701874 BAD DEBT EXPENSE 486614 486614 SUPPLIES 368522 368522 522128 522128 45371770 41328151 4043619 0 2235694 2804409 173915 2160563 2108603 3555011 3543579 2454507 185990 488631 12452701 6128054 6046088 6324647 8054167 6926708 147823 250059 12332601 9286067 34828460 34250602 3960505 4352496 1107998 0 2191583 1970583 2107449 1858221 9367535 8181300 X 25460925 25917255 152047 25460925 26069302 34828460 34250602 X 391115 251335 -34073 X X 0 0 0 X 9616001 12909684 9082683 9691870 8000849 49301087 26778183 30335739 29781678 31033760 35138454 153067814 36394184 43245423 38864361 40725630 43139303 202368901 0 0 0 202368901 90750 33874 43240 37882 205746 90750 33874 43240 37882 205746 1744747 2563245 2510190 1745484 541818 9105484 38229681 45842542 41374551 42514354 43719003 211680131 0.95600 0.94970 0.00100 0.00110 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: RELATED PARTY SERVICE - 2019 AMOUNT: $ 1,573,896. 2020 AMOUNT: $ 1,325,498. 2021 AMOUNT: $ 1,352,824. 2022 AMOUNT: $ 1,467,063. OTHER REVENUE - 2019 AMOUNT: $ 170,851. 2020 AMOUNT: $ 702,210. 2021 AMOUNT: $ 822,375. 2022 AMOUNT: $ 278,421. 2023 AMOUNT: $ 541,818. PROVIDER RELIEF FUND - 2020 AMOUNT: $ 535,537. 2021 AMOUNT: $ 334,991. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4590732 252717 4338015 3150338 2347585 802753 4708644 3527752 1180892 2987 2987 6324647 INVESTMENTS 6926708 F 6926708 DUE FROM (TO) RELATED ENTITIES 7362299 SWAP LIABILITY/ASSET 96519 RIGHT-OF-USE ASSETS-OPERATING LEASES 1827249 9286067 LEASE LIABILITIES 1858221 1858221 X 45980147 251335 -34073 217262 45762885 0 45762885 45371770 0 45371770 0 45371770 PART X, LINE 2: THE COMPANIES ARE EXEMPT FROM TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IT IS HIGHLY CERTAIN THAT SOME POSITIONS TAKEN FOR INCOME TAX PURPOSES WOULD BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, WHILE OTHERS ARE SUBJECT TO UNCERTAINTY ABOUT THE MERITS OF THE POSITION TAKEN OR THE AMOUNT OF THE POSITION THAT WOULD BE ULTIMATELY SUSTAINED. THE COMPANIES ARE NOT AWARE OF ANY UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2023 OR 2022. THE TAX RETURNS FOR THE TAX YEARS 2020 THROUGH 2023 REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR U.S. FEDERAL TAX PURPOSES AND ALSO BY NEW YORK STATE FOR STATE TAX PURPOSES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN FAIR VALUE OF INTEREST RATE SWAP -34,073. X X X X X 0 0 0 0 0 0 0 0 0 ERIN DIGIROLAMO CEO 0 295078 0 50020 0 1032 0 24347 0 8500 0 378977 0 0 JOSHUA MORRA MEDICAL DIRECTOR HHS 269682 0 0 0 240 0 23652 0 12677 0 306251 0 0 0 BRANDY VANDERMARK-MURRAY PRESIDENT 0 213904 0 27600 0 138 0 15880 0 0 0 257522 0 0 ANGELA ROCHE NURSE PRACTITIONER-PSYCH 191156 0 0 0 652 0 15530 0 0 0 207338 0 0 0 JACOB HAACKER CHIEF INFORMATION OFFICER 0 171108 0 17000 0 360 0 15233 0 0 0 203701 0 0 MICHELLE CURTO VP OF ADMIN OPERATIONS 0 160624 0 9724 0 1584 0 15090 0 8500 0 195522 0 0 JOHN RUFFOLO CFO 0 166776 0 15120 0 549 0 10624 0 0 0 193069 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PRESENTED IN DRAFT FORM TO THE MEMBERS OF THE GOVERNING BODY OF HORIZON HEALTH SERVICES, INC. AFTER IT HAS BEEN REVIEWED BY AGENCY FISCAL PERSONNEL. EACH MEMBER OF THE BOARD HAS THE OPPORTUNITY TO REVIEW THE RETURN AND SUGGEST ANY CHANGES PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C IN ACCORDANCE WITH HORIZON HEALTH SERVICES, INC.'S CONFLICT OF INTEREST POLICY, EACH "OFFICER" INCLUDES ANY NON-DIRECTOR SERVING ON ANY COMMITTEE OF THE BOARD OF DIRECTORS AND DIRECTORS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON: A. HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, B. HAS READ AND UNDERSTANDS THE POLICY, C. HAS AGREED TO COMPLY WITH THE POLICY, AND D. UNDERSTANDS THE CORPORATION IS A CHARITABLE ORGANIZATION AND THAT IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES, E. IS NOT AWARE THAT HE OR SHE HAS ANY FINANCIAL INTEREST OR, IF HE OR SHE IS AWARE OF ANY FINANCIAL INTEREST, A DESCRIPTION OF ALL MATERIAL FACT CONCERNING IT. THE ORGANIZATION UPDATED ITS CONFLICT OF INTEREST POLICY (COI) IN 2014 TO CONFORM WITH THE REQUIREMENTS OF THE NYS NON-PROFIT REVITALIZATION ACT OF 2013. IN ACCORDANCE WITH THE PROCEDURES STATED IN THE COI POLICY, BOARD MEMBERS AND OFFICERS: 1. OBTAINED A COPY OF THE POLICY; 2. REVIEWED POTENTIAL CONFLICTS (AS DEFINED) 3. DISCLOSED POTENTIAL CONFLICTS OR CONFIRMED NO CONFLICT EXISTS 4. RECUSED THEMSELVES FROM DISCUSSION AND VOTING (IF CONFLICT EXISTS) THE BOARD OF DIRECTORS MONITORED AND ENFORCED COMPLIANCE WITH THE COI POLICY AND DOCUMENTED THIS IN MINUTES TO MEETINGS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE IS CHARGED BY THE BOARD OF DIRECTORS WITH THE RESPONSIBILITY TO DETERMINE THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER, AND APPROVAL OF THE AMOUNTS AND TYPES OF COMPENSATION OF THE SENIOR LEADERSHIP TEAM. THE PURPOSE OF THIS COMMITTEE IS TO: APPROVE THE ANNUAL PERFORMANCE STANDARDS OF THE CHIEF EXECUTIVE OFFICER. DETERMINE APPROPRIATE PERFORMANCE MEASURES AND ESTABLISH CRITERIA FOR ANY INCENTIVE BASED COMPENSATION. CONDUCT THE ANNUAL PERFORMANCE APPRAISAL FOR THE CHIEF EXECUTIVE OFFICER. DETERMINE THE TOTAL COMPENSATION PACKAGE FOR THE CHIEF EXECUTIVE OFFICER. ANNUALLY REVIEW, AND APPROVE ANY CHANGE TO THE TOTAL COMPENSATION OF THE CHIEF EXECUTIVE OFFICER AND SENIOR LEADERSHIP TEAM. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, PAGE 7, COLUMN B HMG BY-LAWS STATE ONE OR MORE INDIVIDUALS REQUIRED TO SERVE ON HHS AND HV BOARDS. THE FOLLOWING IS A LIST OF HHS BOD MEMBERS ON HHA BOARD: KEVIN D. ROBINSON, ESQ. SCOTT WEBER MICHAEL MAXWELL, ESQ. PATRICK C. KEATING THE FOLLOWING IS A LIST OF HHS BOD MEMBERS ON HV BOARD: BOB MADDEN KATHLEEN CONNOLLY JENNIFER JOHENGEN-VOGEL AMY CONMY RANDYLL P. BOWEN KEVIN D. ROBINSON, ESQ. SCOTT M. WEBER MICHAEL MAXWELL, ESQ. REBECCA WAITE PARETTE WALKER SISTER MARY MCCARRICK ROBERT BAXTER MUNNI VISCO MELINDA DUBOIS PATRICK C. KEATING LAUREN BAYNES RYAN LUCINSKI BHAKTI SHARMA HORACE GIOIA LISA CATANESE LISA CEGLIA FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF INTEREST RATE SWAP -34,073. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. HORIZON VILLAGE INC 6301 INDUCON DRIVE EAST SANBORDN NY 14130 161406204 RESIDENTIAL TREATMENT NY 501(C)(3) 170(B)(1)(A)(VI) 1 HORIZON HEALTH ALLIANCE LTD 55 DODGE ROAD GETZVILLE NY 14068 161396939 MANAGEMENT AND ADMINISTRATIVE SERVICES NY 501(C)(3) 170(B)(1)(A)(VI) 0 VALUE NETWORK IPA LLC 55 DODGE ROAD GETZVILLE NY 14068 822034565 CONTRACT NEGOTIATIONS AND QUALITY/COMPLIANCE FOR MEMBERS NY N/A RELATED 102236 250059 0 0 0.25000 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 HORIZON VILLAGE INC J 893038 CONTRACTED AMOUNT HORIZON VILLAGE INC L 682896 CONTRACTED AMOUNT HORIZON HEALTH ALLIANCE J 94233 CONTRACTED AMOUNT HORIZON HEALTH ALLIANCE L 114017 CONTRACTED AMOUNT HORIZON HEALTH ALLIANCE L 6766083 CONTRACTED AMOUNT