Horizons, A Family Services Alliance
Standards For Charity Accountability
Governance
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Board Oversight
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Board Size
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Board Meetings
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Board Compensation
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Conflict of Interest
Measuring Effectiveness
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Effectiveness Policy
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Effectiveness Report
Finances
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Program Expenses
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Fundraising Expenses
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Accumulating Funds
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Audit Report
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Detailed Expense Breakdown
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Accurate Expense Reporting
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Budget Plan
Fundraising & Info
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Truthful Materials
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Annual Report
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Website Disclosures
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Donor Privacy
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Cause Marketing Disclosures
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Complaints
Horizons, A Family Services Alliance does not meet the following 1 Standards for Charity Accountability:
Standard 6 (Board Policy on Effectiveness)
Have a board policy of assessing, no less than every two years, the organization's performance and effectiveness and of determining future actions required to achieve its mission.
Horizons does not meet this Standard because:
- The board of directors does not have a written policy stating that, at least Every 2 Years, an appraisal be done assessing the organization’s performance and effectiveness and determining future actions required to achieve its mission.
Horizons, A Family Services Alliance meets the remaining 19 Standards for Charity Accountability.
Stated Purpose:
"to instill hope, strengthen communities, and brighten futures by providing life-changing services to underserved populations."
Year, State Incorporated:
1979, IA
Horizons, A Family Services Alliance (Horizons) reports that it provides comprehensive, non-residential support designed to promote independence, improve financial and physical well-being, and strengthen social support systems among underserved individuals and families in Eastern Iowa. The organization states that its Meals on Wheels program home delivers hot lunches, frozen meals, and breakfast bags for older adults and person with disabilities, as well as for pets, five days a week for populations in Cedar Rapids, Johnson, and Washington counties. Horizons' Financial Wellness Center provides individual and group counseling in budgeting, debt management, credit repair, foreclosure prevention, and homebuyer education. The Center's services also include student loan counseling and post-purchase homeowner support, delivered both in-person and online. The organization's Neighborhood Transportation Service program offers curb-to-curb van rides during evenings and weekends, when fixed-route buses are unavailable, to enable residents in Linn and Johnson counties access to safe transportation to work, education, training, and appointments.
For the year ended June 29, 2024, Horizons, A Family Services Alliance's program expenses were:
| Youth and senior meals | $2,044,732 |
| Neighborhood transportation service | $1,376,719 |
| Consumer credit counseling | $285,105 |
| Total Program Expenses | $3,706,556 |
Chief Executive
Katie Oatsvall, President and Chief Executive Officer
Chair of the Board
Kelly Edmonds
Chair's Profession / Business Affiliation
President, Merit Construction Company
Board Size
17
Paid Staff Size
53
*2025 compensation includes annual salary and, if applicable, benefit plans, expense accounts, and other allowances.
Note 1: According to the organization, Ms. Oatsvall started her role as President and Chief Executive Officer in December 2024. Her compensation information is not available yet.
Note 2: In the fiscal year ended June 30, 2024, Mike Barnhart served as President and Chief Executive Officer and received $161,059 in compensation.
Method(s) Used:
Direct mail appeals, Invitations to fund raising events, Print advertisements (newspapers, magazines, etc.), Television, Radio, Grant proposals, Internet, Planned giving arrangements, Cause-related marketing (affinity credit cards, consumer product sales, etc.), Workplace Giving
Fundraising costs were 4% of related contributions. (Related contributions, which totaled $2,949,108, are donations received as a result of fundraising activities.)
This organization is tax-exempt under section 501(c)(3) of the Internal Revenue Code. It is eligible to receive contributions deductible as charitable donations for federal income tax purposes.
The following information is based on Horizons, A Family Services Alliance's audited financial statements for the year ended June 29, 2024.
Source of Funds
| Other grants | $1,457,790 |
| Program service fees | $1,417,991 |
| County and city support | $755,005 |
| Contributions | $534,576 |
| Investment return, net | $211,288 |
| United Way | $196,929 |
| Rent | $87,254 |
| Gain on sale of assets | $8,500 |
| In-kind contributions | $4,808 |
| Miscellaneous income | $1,809 |
| Total Income | $4,675,950 |
Programs: 87% Fundraising: 3% Administrative: 10%
| Total Income | $4,675,950 |
| Total expenses: | $4,280,224 |
| Program expenses | $3,706,556 |
| Fundraising expenses | $128,472 |
| Administrative expenses | $445,196 |
| Other expenses | $0 |
| Income in Excess of Expenses | $395,726 |
| Beginning Net Assets | $5,680,828 |
| Other Changes In Net Assets | $0 |
| Ending Net Assets | $6,076,554 |
| Total Liabilities | $520,486 |
| Total Assets | $6,597,040 |
Note: According to Horizons' audited financial statements for the year ended June 30, 2024, the organization received in-kind contributions totaling $4,808, in the form of donated food and advertising services.
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This report is not to be used for fundraising or promotional purposes.
