Civic Intelligence

New Outlook Inc.

990 • Fiscal year 2015 • EIN 38-2320096

Oct 01, 2014 to Sep 30, 2015 • Filed on Feb 03, 2016

Organization Profile
27586 SchoolcraftLivonia, MI 48150

(734) 522-4800

Siviq Scores

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

Liabilities / Assets

66th percentile

0.27x

Higher debt load relative to assets than 66% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

34th percentile

0.05x

Higher debt load relative to revenue than 34% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

47th percentile

1.7%

Higher net margin than 47% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

51st percentile

$64,673

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

64th percentile

5.2%

Faster asset growth than 64% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

43rd percentile

1.0%

Faster revenue growth than 43% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$564,222

Up $27,691 (+5.2%) from 2014

Net Assets

Up

$413,818

Up $57,731 (+16%) from 2014

Liabilities

Down

$150,404

Down $30,040 (-17%) from 2014

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin47th percentile

Revenue

Up

$3,311,794

Up $32,068 (+1.0%) from 2014

Expenses

Down

$3,254,063

Down $4,928 (-0.2%) from 2014

Net Income

Up

$57,731

Up $36,996 (+178%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $331,276Liabilities 2010: $72,703Net Assets 2010: $258,5732010Assets 2011: $369,144Liabilities 2011: $142,087Net Assets 2011: $227,0572011Assets 2012: $591,841Liabilities 2012: $264,229Net Assets 2012: $327,6122012Assets 2013: $492,517Liabilities 2013: $157,165Net Assets 2013: $335,3522013Assets 2014: $536,531Liabilities 2014: $180,444Net Assets 2014: $356,0872014Assets 2015: $564,222Liabilities 2015: $150,404Net Assets 2015: $413,8182015Assets 2016: $667,272Liabilities 2016: $105,434Net Assets 2016: $561,8382016Assets 2017: $611,062Liabilities 2017: $58,919Net Assets 2017: $552,1432017Assets 2018: $560,685Liabilities 2018: $53,188Net Assets 2018: $507,4972018Assets 2019: $726,250Liabilities 2019: $148,781Net Assets 2019: $577,4692019Assets 2020: $1,139,314Liabilities 2020: $615,992Net Assets 2020: $523,3222020Assets 2021: $1,396,692Liabilities 2021: $324,139Net Assets 2021: $1,072,5532021Assets 2022: $1,818,331Liabilities 2022: $462,929Net Assets 2022: $1,355,4022022Assets 2023: $1,681,791Liabilities 2023: $368,592Net Assets 2023: $1,313,1992023Assets 2024: $1,527,660Liabilities 2024: $284,322Net Assets 2024: $1,243,3382024

Highlighted filing

2015

Assets$564,222
Liabilities$150,404
Net Assets$413,818
Open 2015 Filing

Operations Trend

Revenue Growth43rd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,085,5892010Expenses 2011: $2,404,4562011Expenses 2012: $2,834,2492012Revenue 2013: $3,208,041Expenses 2013: $3,200,301Net Income 2013: $7,7402013Revenue 2014: $3,279,726Expenses 2014: $3,258,991Net Income 2014: $20,7352014Revenue 2015: $3,311,794Expenses 2015: $3,254,063Net Income 2015: $57,7312015Revenue 2016: $3,550,034Expenses 2016: $3,402,014Net Income 2016: $148,0202016Revenue 2017: $3,526,032Expenses 2017: $3,535,727Net Income 2017: -$9,6952017Revenue 2018: $3,243,989Expenses 2018: $3,288,635Net Income 2018: -$44,6462018Revenue 2019: $3,285,368Expenses 2019: $3,215,396Net Income 2019: $69,9722019Revenue 2020: $3,553,922Expenses 2020: $3,608,069Net Income 2020: -$54,1472020Revenue 2021: $4,282,111Expenses 2021: $3,732,880Net Income 2021: $549,2312021Revenue 2022: $4,410,304Expenses 2022: $4,127,455Net Income 2022: $282,8492022Revenue 2023: $4,103,130Expenses 2023: $4,145,331Net Income 2023: -$42,2012023Revenue 2024: $4,132,079Expenses 2024: $4,201,940Net Income 2024: -$69,8612024

Highlighted filing

2015

Revenue$3,311,794
Expenses$3,254,063
Net Income$57,731
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Feb 3, 2016
Return Version
2014v6.0
Gross Receipts
$3,311,794
Mission and Program Overview

Mission

The mission of New Outlook, Inc. is to provide services and supported living in the community to adults with developmental disabilities and their families. New Outlook, Inc. is committed to assisting and supporting individuals with the opportunity to choose where they live, work and participate in their community.

Providing services and supported living in the community to adults with developmental disabilities and their families. New Outlook, Inc. is committed to assisting and supporting individuals with the opportunity to choose where they live, work and participate in their community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$310,662$249,033▼ $61,629
Cash and Non-Interest-Bearing Accounts$142,037$200,135▲ $58,098
Savings and Temporary Cash Investments$18,344$58,200▲ $39,856
Prepaid Expenses and Deferred Charges$65,488$56,854▼ $8,634
Total Assets$536,531$564,222▲ $27,691
Liabilities
Accounts Payable and Accrued Expenses$150,903$131,320▼ $19,583
Mortgage Notes Payable Secured by Investment Property$29,541$19,084▼ $10,457
Total Liabilities$180,444$150,404▼ $30,040
Net Assets / Fund Balance
Unrestricted Net Assets$356,087$413,818▲ $57,731
Total Net Assets Fund Balance$356,087$413,818▲ $57,731
Total Liabilities and Net Assets / Fund Balance$536,531$564,222▲ $27,691
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kelly SmithExec. DirectorFT$63,389$1,284$64,673
Carol HepfingerDirectorFT$47,056$4,028$51,084
Paul HuntPres/Tres-$26,000$460$26,460

Board Members and Trustees

NameTitle
Carol EdwardsDirector
Thomas LalondeDirector
Diane PortnerSecty
Ronald MillerV Pres
Revenue and Support

Revenue Composition

Contributions and Grants
$3,309,369
Program Service Revenue
$0
Investment Income
$2,425
Other Revenue
$0
Change in Net Assets
$57,731

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,311,794
Total Revenue per Audited Statements
$3,311,794
Total Revenue per Form 990
$3,311,794
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,498,884
Other Expenses$755,179
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,993,501$39,284-$2,032,785
Occupancy$264,571$12,504-$277,075
Other Expenses$147,024$18,227-$165,251
Payroll Taxes$148,412$14,079-$162,491
Other Employee Benefits$156,529--$156,529
Current Officers, Directors, Trustees, and Key Employees-$147,079-$147,079
Office Expenses$10,997$17,186-$28,183
All Other Expenses$3,631$23,288-$26,919
Fees for Services Accounting-$20,870-$20,870
Insurance$14,688$3,477-$18,165
Fees for Services Legal-$4,625-$4,625
Interest-$557-$557
Total Functional Expenses$2,946,442$307,621$0$3,254,063

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,254,063
Total Expenses per Audited Statements$3,254,063
Total Expenses per Form 990$3,254,063
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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Kelly Smith Exec DirectorFamily member ofWages/BenefitsNo$64,673
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
Yes
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 A, Line 2

“PAUL HUNTPresident and KELLY SMITHExc Director family relationship”

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

“990 is provided to all Board Members for review and comment before it is filed”

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

“The Board reviews the conflict of interest policy annually and inquires if any disclosures need to be made. Each Board Member then signs a statement verifying no known conflicts of interest.”

Form 990, Part VI, Section B, Line 15

“Comparative salary analysis using MALA publication.”

Form 990, Part VI, Section C, Line 19

“Upon request the Corporation will make copies and mail.”

Filing and Contact Details

Filer

Filer Name
New Outlook Inc
EIN
38-2320096
Phone
7345224800
Address
27586 SCHOOLCRAFT, LIVONIA, MI 48150

Signing Officer

Name
Paul Hunt
Title
President
Signed
2016-02-03
Discuss with paid preparer
No

Organization Details

Formed
1980
Legal Domicile
Mi
Voting Board Members
6
Independent Board Members
5
Employees
162

Preparer

Firm
Bowers and Co
Address
2548 Harte Dr, Brighton, MI 48114
Preparer
John Bowers
Phone
8103600859
Supplemental Narrative

Financial Statement Notes

X 2

“The Corporation has evaluated the provisions of ASC Topic 740 for the tax years ended September 30, 2011 Through 2014, the years which remain subject to examination by major tax jurisdictions as of September 30, 2015. The Corporation concluded that there are no significant uncertain tax positions requiring recognition to its financial statements. The Corporation does not expect the total amount of unrecognized tax benefits UTBs e.g., tax deductions, exclusions or credits claimed or expected to be claimed to significantly change in the next twelve months. The Corporation does not have any amounts accrued for interest and penalties related to UTBs at September 30, 2015, and it is not aware of any claims for such amounts by federal or state income tax authorities.”

Raw XML Appendix384 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0150903
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0131320
IRS990/AccountsReceivableGrp/BOYAmt0310662
IRS990/AccountsReceivableGrp/EOYAmt0249033
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Providing services and supported living in the community to adults with developmental disabilities and their families. New Outlook, Inc. is committed to assisting and supporting individuals with the opportunity to choose where they live, work and participate in their community.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt023288
IRS990/AllOtherExpensesGrp/ProgramServicesAmt03631
IRS990/AllOtherExpensesGrp/TotalAmt026919
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0KELLY SMITH
IRS990/BooksInCareOfDetail/PhoneNum07345224800
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt027586 SCHOOLCRAFT
IRS990/BooksInCareOfDetail/USAddress/CityNm0LIVONIA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd048150
IRS990/BusinessRlnWithFamMemInd0true
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0142037
IRS990/CashNonInterestBearingGrp/EOYAmt0200135
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0147079
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0147079
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt03309369
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt02425
IRS990/CYOtherExpensesAmt0755179
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt057731
IRS990/CYSalariesCompEmpBnftPaidAmt02498884
IRS990/CYTotalExpensesAmt03254063
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03311794
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0New Outlook Inc. provided personal care and community living supports to 43 individuals depending on each individuals level of need. We assisted individuals in seeking out housing, jobs, education and community integration. As an organization we measure our acievements against each individuals Plan of Service IPOS. The Individual Plan of Service outlines the goals and dreams of each individual. It is our responsibility to assist these individuals in achieving the goals and dreams set forth in their Plan of Service. We did this by providing caring staff, transportation, accessing medical care and educational opportunities in their community, assisting with job development/job searching and finally by providing friendship and an advocate to help navigate the community mental health system.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0162
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt02946442
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt020870
IRS990/FeesForServicesAccountingGrp/TotalAmt020870
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt04625
IRS990/FeesForServicesLegalGrp/TotalAmt04625
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt0004.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2000.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3000.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4000.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt5000.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt6040.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt0460
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt14028
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt61284
IRS990/Form990PartVIISectionAGrp/PersonNm0PAUL HUNT
IRS990/Form990PartVIISectionAGrp/PersonNm1CAROL HEPFINGER
IRS990/Form990PartVIISectionAGrp/PersonNm2RONALD MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm3DIANE PORTNER
IRS990/Form990PartVIISectionAGrp/PersonNm4CAROL EDWARDS
IRS990/Form990PartVIISectionAGrp/PersonNm5THOMAS LALONDE
IRS990/Form990PartVIISectionAGrp/PersonNm6KELLY SMITH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt026000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt147056
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt663389
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0Pres/Tres
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2V Pres
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secty
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Exec. Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01980
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt02400
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GovernmentGrantsAmt03309369
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt02400
IRS990/GrossReceiptsAmt03311794
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt05
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt03477
IRS990/InsuranceGrp/ProgramServicesAmt014688
IRS990/InsuranceGrp/TotalAmt018165
IRS990/InterestGrp/ManagementAndGeneralAmt0557
IRS990/InterestGrp/TotalAmt0557
IRS990/InvestmentIncomeGrp/ExclusionAmt025
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt025
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MI
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The mission of New Outlook, Inc. is to provide services and supported living in the community to adults with developmental disabilities and their families. New Outlook, Inc. is committed to assisting and supporting individuals with the opportunity to choose where they live, work and participate in their community.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt029541
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt019084
IRS990/NetAssetsOrFundBalancesBOYAmt0356087
IRS990/NetAssetsOrFundBalancesEOYAmt0413818
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02400
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02400
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt012504
IRS990/OccupancyGrp/ProgramServicesAmt0264571
IRS990/OccupancyGrp/TotalAmt0277075
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt017186
IRS990/OfficeExpensesGrp/ProgramServicesAmt010997
IRS990/OfficeExpensesGrp/TotalAmt028183
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0156529
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0156529
IRS990/OtherExpensesGrp/Desc0EQUIPMENT
IRS990/OtherExpensesGrp/Desc1MAINTENANCE
IRS990/OtherExpensesGrp/Desc2CONSUMABLES
IRS990/OtherExpensesGrp/Desc3VEHICLE EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06265
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1180
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt218227
IRS990/OtherExpensesGrp/ProgramServicesAmt012402
IRS990/OtherExpensesGrp/ProgramServicesAmt133025
IRS990/OtherExpensesGrp/ProgramServicesAmt2161662
IRS990/OtherExpensesGrp/ProgramServicesAmt3147024
IRS990/OtherExpensesGrp/TotalAmt018667
IRS990/OtherExpensesGrp/TotalAmt133205
IRS990/OtherExpensesGrp/TotalAmt2161662
IRS990/OtherExpensesGrp/TotalAmt3165251
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt039284
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01993501
IRS990/OtherSalariesAndWagesGrp/TotalAmt02032785
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt014079
IRS990/PayrollTaxesGrp/ProgramServicesAmt0148412
IRS990/PayrollTaxesGrp/TotalAmt0162491
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt065488
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt056854
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0KELLY SMITH
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt03262505
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt017221
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0708044
IRS990/PYRevenuesLessExpensesAmt020735
IRS990/PYSalariesCompEmpBnftPaidAmt02550947
IRS990/PYTotalExpensesAmt03258991
IRS990/PYTotalRevenueAmt03279726
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt057731
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt018344
IRS990/SavingsAndTempCashInvstGrp/EOYAmt058200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03309369
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03262505
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03208024
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02934785
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02372899
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt015087582
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt025
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt022
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt017
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt019
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt041
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0124
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt015087582
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03309369
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03262505
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03208024
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02934785
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02372899
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt015087582
IRS990ScheduleA/TotalSupportAmt015087706
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt03254063
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/RevenueSubtotalAmt03311794
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Corporation has evaluated the provisions of ASC Topic 740 for the tax years ended September 30, 2011 Through 2014, the years which remain subject to examination by major tax jurisdictions as of September 30, 2015. The Corporation concluded that there are no significant uncertain tax positions requiring recognition to its financial statements. The Corporation does not expect the total amount of unrecognized tax benefits UTBs e.g., tax deductions, exclusions or credits claimed or expected to be claimed to significantly change in the next twelve months. The Corporation does not have any amounts accrued for interest and penalties related to UTBs at September 30, 2015, and it is not aware of any claims for such amounts by federal or state income tax authorities.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0X 2
IRS990ScheduleD/TotalExpensesPerForm990Amt03254063
IRS990ScheduleD/TotalRevenuePerForm990Amt03311794
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03311794
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03254063
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0Kelly Smith Exec Director
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Family member of
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt064673
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Wages/Benefits
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PAUL HUNTPresident and KELLY SMITHExc Director family relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1990 is provided to all Board Members for review and comment before it is filed
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Board reviews the conflict of interest policy annually and inquires if any disclosures need to be made. Each Board Member then signs a statement verifying no known conflicts of interest.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Comparative salary analysis using MALA publication.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Upon request the Corporation will make copies and mail.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0536531
IRS990/TotalAssetsEOYAmt0564222
IRS990/TotalAssetsGrp/BOYAmt0536531
IRS990/TotalAssetsGrp/EOYAmt0564222
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt03309369
IRS990/TotalEmployeeCnt0162
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0307621
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02946442
IRS990/TotalFunctionalExpensesGrp/TotalAmt03254063
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0180444
IRS990/TotalLiabilitiesEOYAmt0150404
IRS990/TotalLiabilitiesGrp/BOYAmt0180444
IRS990/TotalLiabilitiesGrp/EOYAmt0150404
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0356087
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0413818
IRS990/TotalOtherCompensationAmt05772
IRS990/TotalProgramServiceExpensesAmt02946442
IRS990/TotalReportableCompFromOrgAmt0136445
IRS990/TotalRevenueGrp/ExclusionAmt02425
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03311794
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0536531
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0564222
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0356087
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0413818
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt027586 SCHOOLCRAFT
IRS990/USAddress/CityNm0LIVONIA
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd048150
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL HUNT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEW OUTLOOK INC
ReturnHeader/Filer/BusinessNameControlTxt0NEWO
ReturnHeader/Filer/EIN0382320096
ReturnHeader/Filer/PhoneNum07345224800
ReturnHeader/Filer/USAddress/AddressLine1Txt027586 SCHOOLCRAFT
ReturnHeader/Filer/USAddress/CityNm0LIVONIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048150
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bowers and Co
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02548 Harte Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Brighton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048114
ReturnHeader/PreparerPersonGrp/PhoneNum08103600859
ReturnHeader/PreparerPersonGrp/PreparationDt02016-01-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John Bowers
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-02-03T05:32:40-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-10-01
ReturnHeader/TaxPeriodEndDt02015-09-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$564,222
Liabilities
$150,404
Net assets
$413,818
Revenue
$3,311,794
Expenses
$3,254,063
Net income
$57,731
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.53$0.28$1.24$4.13$4.20$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$0.37$1.31$4.10$4.15$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$0.46$1.36$4.41$4.13$0.28
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.40$0.32$1.07$4.28$3.73$0.55
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.62$0.52$3.55$3.61$0.05
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.15$0.58$3.29$3.22$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.05$0.51$3.24$3.29$0.04
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.06$0.55$3.53$3.54$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.67$0.11$0.56$3.55$3.40$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.56$0.15$0.41$3.31$3.25$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.54$0.18$0.36$3.28$3.26$0.02
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.49$0.16$0.34$3.21$3.20$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.26$0.33$2.83
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.14$0.23$2.40
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.07$0.26$2.09