Civic Intelligence

New Outlook II Inc

EIN 59-3421096 • 501(c)3 • Jacksonville, FL

Profile

Rental activities to provide low income persons with disabilities rental assistance under hud sec 811.

P O Box 19249Jacksonville, FL 32245-9249

n/A

Siviq Scores

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

Liabilities / Assets

80th percentile

0.30x

Higher debt load relative to assets than 80% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

93rd percentile

1.24x

Higher debt load relative to revenue than 93% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

18th percentile

-17%

Higher net margin than 18% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

42nd percentile

0.1%

Faster asset growth than 42% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

51st percentile

7.0%

Faster revenue growth than 51% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$905,926

Up $660 (+0.1%) from 2023

Liabilities

Up

$273,947

Up $37,375 (+16%) from 2023

Net Assets

Down

$631,979

Down $36,715 (-5.5%) from 2023

Revenue

Up

$221,013

Up $14,389 (+7.0%) from 2023

Expenses

Up

$257,728

Up $57,539 (+29%) from 2023

Net Income

Down

-$36,715

Down $43,150 (-671%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $1,023,912Liabilities 2010: $86,637Net Assets 2010: $937,2752010Assets 2011: $1,012,426Liabilities 2011: $94,133Net Assets 2011: $918,2932011Assets 2012: $990,073Liabilities 2012: $102,843Net Assets 2012: $887,2302012Assets 2013: $981,547Liabilities 2013: $118,377Net Assets 2013: $863,1702013Assets 2014: $964,380Liabilities 2014: $135,504Net Assets 2014: $828,8762014Assets 2015: $938,877Liabilities 2015: $125,411Net Assets 2015: $813,4662015Assets 2016: $946,438Liabilities 2016: $147,499Net Assets 2016: $798,9392016Assets 2017: $930,307Liabilities 2017: $157,553Net Assets 2017: $772,7542017Assets 2018: $917,676Liabilities 2018: $177,274Net Assets 2018: $740,4022018Assets 2019: $928,112Liabilities 2019: $202,022Net Assets 2019: $726,0902019Assets 2020: $913,362Liabilities 2020: $226,307Net Assets 2020: $687,0552020Assets 2021: $930,668Liabilities 2021: $261,497Net Assets 2021: $669,1712021Assets 2022: $912,456Liabilities 2022: $250,197Net Assets 2022: $662,2592022Assets 2023: $905,266Liabilities 2023: $236,572Net Assets 2023: $668,6942023Assets 2024: $905,926Liabilities 2024: $273,947Net Assets 2024: $631,9792024

Highlighted filing

2024

Assets$905,926
Liabilities$273,947
Net Assets$631,979

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $139,7732010Expenses 2011: $164,0482011Expenses 2012: $184,2712012Revenue 2013: $148,248Expenses 2013: $172,308Net Income 2013: -$24,0602013Revenue 2014: $156,706Expenses 2014: $191,000Net Income 2014: -$34,2942014Revenue 2015: $175,201Expenses 2015: $190,611Net Income 2015: -$15,4102015Revenue 2016: $179,612Expenses 2016: $194,139Net Income 2016: -$14,5272016Revenue 2017: $181,676Expenses 2017: $207,861Net Income 2017: -$26,1852017Revenue 2018: $178,489Expenses 2018: $210,841Net Income 2018: -$32,3522018Revenue 2019: $186,689Expenses 2019: $201,001Net Income 2019: -$14,3122019Revenue 2020: $178,232Expenses 2020: $217,267Net Income 2020: -$39,0352020Revenue 2021: $202,176Expenses 2021: $220,060Net Income 2021: -$17,8842021Revenue 2022: $196,608Expenses 2022: $203,520Net Income 2022: -$6,9122022Revenue 2023: $206,624Expenses 2023: $200,189Net Income 2023: $6,4352023Revenue 2024: $221,013Expenses 2024: $257,728Net Income 2024: -$36,7152024

Highlighted filing

2024

Revenue$221,013
Expenses$257,728
Net Income-$36,715

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.27$0.63$0.22$0.26$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.24$0.67$0.21$0.20$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.25$0.66$0.20$0.20$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.26$0.67$0.20$0.22$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.23$0.69$0.18$0.22$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.20$0.73$0.19$0.20$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.18$0.74$0.18$0.21$0.03
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.16$0.77$0.18$0.21$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.15$0.80$0.18$0.19$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.13$0.81$0.18$0.19$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.96$0.14$0.83$0.16$0.19$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.98$0.12$0.86$0.15$0.17$0.02
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.10$0.89$0.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.09$0.92$0.16
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.09$0.94$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 30, 2025
Return Version
2024v5.0
Gross Receipts
$221,013
Mission and Program Overview

Mission

Rental activities to provide low income persons with disabilities rental assistance under hud sec 811.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$647,810$654,404▲ $6,594
Cash and Non-Interest-Bearing Accounts$36,510$51,164▲ $14,654
Accounts Receivable$6,139$9,749▲ $3,610
Total Assets$905,266$905,926▲ $660
Other Assets Total$214,807$190,609▼ $24,198
Liabilities
Accounts Payable and Accrued Expenses$229,990$267,895▲ $37,905
Other Liabilities$6,582$6,052▼ $530
Total Liabilities$236,572$273,947▲ $37,375
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$668,694$631,979▼ $36,715
Total Net Assets Fund Balance$668,694$631,979▼ $36,715
Total Liabilities and Net Assets / Fund Balance$905,266$905,926▲ $660

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$429,330$798,000$1,227,330
Land$213,605-$213,605
Equipment$11,469$91,494$102,963
Other Assets Org$6,152--
Compensation and Service Providers

Board Members and Trustees

NameTitle
George OwenChairperson
Beverly PascoeBoard
Ec GregoryBoard
Kelli CutrightBoard
Mary JarrettBoard
Richard BrewBoard
Jill SpeiserAssistant Se
Robert SommersExecutive Di
Robin BassTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$154,443
Program Service Revenue
$62,982
Investment Income
$3,588
Other Revenue
$0
Change in Net Assets
$-36,715

Audited Revenue Reconciliation

Revenue per Audited Statements
$221,013
Total Revenue per Audited Statements
$221,013
Total Revenue per Form 990
$221,013
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$211,847
Salaries, Compensation, and Employee Benefits$45,881
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$40,864--$40,864
Other Salaries and Wages$7,707$30,826-$38,533
Fees for Services Management-$29,178-$29,178
Occupancy$16,785--$16,785
Insurance$13,604--$13,604
Other Expenses$9,006$2,867-$9,006
Fees for Services Accounting$3,000$3,000-$6,000
Office Expenses-$5,036-$5,036
Other Employee Benefits$900$3,602-$4,502
Payroll Taxes$569$2,277-$2,846
All Other Expenses$1,268--$1,268
Total Functional Expenses$180,942$76,786$0$257,728

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$257,728
Total Expenses per Audited Statements$257,728
Total Expenses per Form 990$257,728
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Security Deposits$6,052
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The organization's form 990 is prepared by the organization's independent auditor. Prior to filing the return, management is afforded the opportunity to ask questions and the form is reviewed by the management agency's finance director and the officers of the organization.

Form 990, Page 6, Part VI, Line 19

The form 990 is made available for public inspection upon request.

Filing and Contact Details

Filer

Filer Name
New Outlook Ii Inc
EIN
59-3421096
Phone
9047431883
Address
P O BOX 19249, JACKSONVILLE, FL 32245-9249

Signing Officer

Name
Robert Sommers
Title
Executive Director
Phone
9047431883
Signed
2025-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Sommers
Formed
1996
Legal Domicile
Fl
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Ralston & Company Pa CPA
Address
8777 SAN JOSE BLVD BLDG E, JACKSONVILLE, FL 32217-4213
Preparer
Kevin M Fritz
Phone
9047300440
Raw XML AppendixShowing 400 of 421 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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IRS990ScheduleD/EquipmentGrp/DepreciationAmt091494
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IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0213605
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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt16152
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0REPLACEMENT RESERVE DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1SECURITY DEPOSITS
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S FORM 990 IS PREPARED BY THE ORGANIZATION'S INDEPENDENT AUDITOR. PRIOR TO FILING THE RETURN, MANAGEMENT IS AFFORDED THE OPPORTUNITY TO ASK QUESTIONS AND THE FORM IS REVIEWED BY THE MANAGEMENT AGENCY'S FINANCE DIRECTOR AND THE OFFICERS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS MADE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MENTAL HEALTH RESOURCE CENTER INC
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IRS990/WebsiteAddressTxt0N/A
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT SOMMERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09047431883
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEW OUTLOOK II INC
ReturnHeader/Filer/BusinessNameControlTxt0NEWO

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