Civic Intelligence

New Horizons Unlimited

EIN 81-0359612 • 501(c)3 • Harlem, MT

Profile

New horizons unlimited is a non-profit organization that provides our community members with disabilities the information, tools and experiences that encourage lifelong learning and service, and enable them to become confident, contributing citizens. We believe that fulfillment can be achieved in many different ways and at every stage of life. As such, we offer a range of services to keep our community members moving forward in their lives.

PO Box 184Harlem, MT 59526

n/A

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

Higher debt load relative to assets than 40% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

93rd percentile

1.16x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

1st percentile

-947%

Higher net margin than 1% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

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 2025

Asset Growth

35th percentile

-2.3%

Faster asset growth than 35% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

1st percentile

-99%

Faster revenue growth than 1% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Down

$621,944

Down $14,356 (-2.3%) from 2024

Liabilities

Down

$1,746

Down $120 (-6.4%) from 2024

Net Assets

Down

$620,198

Down $14,236 (-2.2%) from 2024

Revenue

Down

$1,504

Down $99,366 (-99%) from 2024

Expenses

Down

$15,740

Down $40,715 (-72%) from 2024

Net Income

Down

-$14,236

Down $58,651 (-132%) from 2024

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $1,112,021Liabilities 2010: $227,331Net Assets 2010: $884,6902010Assets 2011: $1,100,339Liabilities 2011: $227,896Net Assets 2011: $872,4432011Assets 2012: $1,010,340Liabilities 2012: $229,423Net Assets 2012: $780,9172012Assets 2013: $934,273Liabilities 2013: $351,316Net Assets 2013: $582,9572013Assets 2014: $1,029,759Liabilities 2014: $445,341Net Assets 2014: $584,4182014Assets 2015: $1,012,673Liabilities 2015: $436,162Net Assets 2015: $576,5112015Assets 2016: $1,124,906Liabilities 2016: $470,455Net Assets 2016: $654,4512016Assets 2017: $1,172,961Liabilities 2017: $495,865Net Assets 2017: $677,0962017Assets 2018: $1,146,220Liabilities 2018: $479,116Net Assets 2018: $667,1042018Assets 2019: $1,180,548Liabilities 2019: $462,601Net Assets 2019: $717,9472019Assets 2020: $1,218,814Liabilities 2020: $453,992Net Assets 2020: $764,8222020Assets 2021: $1,133,206Liabilities 2021: $453,009Net Assets 2021: $680,1972021Assets 2022: $1,017,792Liabilities 2022: $449,151Net Assets 2022: $568,6412022Assets 2023: $995,040Liabilities 2023: $432,779Net Assets 2023: $562,2612023Assets 2024: $636,300Liabilities 2024: $1,866Net Assets 2024: $634,4342024Assets 2025: $621,944Liabilities 2025: $1,746Net Assets 2025: $620,1982025

Highlighted filing

2025

Assets$621,944
Liabilities$1,746
Net Assets$620,198

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $863,6222010Expenses 2011: $752,7222011Expenses 2012: $805,1502012Expenses 2013: $895,6002013Revenue 2014: $769,403Expenses 2014: $774,007Net Income 2014: -$4,6042014Revenue 2015: $813,208Expenses 2015: $821,115Net Income 2015: -$7,9072015Revenue 2016: $830,133Expenses 2016: $752,192Net Income 2016: $77,9412016Revenue 2017: $890,385Expenses 2017: $867,740Net Income 2017: $22,6452017Revenue 2018: $872,838Expenses 2018: $882,830Net Income 2018: -$9,9922018Revenue 2019: $884,935Expenses 2019: $834,092Net Income 2019: $50,8432019Revenue 2020: $810,367Expenses 2020: $763,492Net Income 2020: $46,8752020Revenue 2021: $579,284Expenses 2021: $663,909Net Income 2021: -$84,6252021Revenue 2022: $530,098Expenses 2022: $641,654Net Income 2022: -$111,5562022Revenue 2023: $198,919Expenses 2023: $209,627Net Income 2023: -$10,7082023Revenue 2024: $100,870Expenses 2024: $56,455Net Income 2024: $44,4152024Revenue 2025: $1,504Expenses 2025: $15,740Net Income 2025: -$14,2362025

Highlighted filing

2025

Revenue$1,504
Expenses$15,740
Net Income-$14,236

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.00$0.02$0.01
2024Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.63$0.10$0.06$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.00$0.43$0.56$0.20$0.21$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.02$0.45$0.57$0.53$0.64$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.13$0.45$0.68$0.58$0.66$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.22$0.45$0.76$0.81$0.76$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.18$0.46$0.72$0.88$0.83$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.15$0.48$0.67$0.87$0.88$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.17$0.50$0.68$0.89$0.87$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.12$0.47$0.65$0.83$0.75$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.01$0.44$0.58$0.81$0.82$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.03$0.45$0.58$0.77$0.77$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.35$0.58$0.90
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.23$0.78$0.81
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.23$0.87$0.75
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.23$0.88$0.86
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 24, 2026
Return Version
2024v5.5
Gross Receipts
$2,419
Mission and Program Overview

Mission

New horizons unlimited is a non-profit organization that provides our community members with disabilities the information, tools and experiences that encourage lifelong learning and service, and enable them to become confident, contributing citizens. We believe that fulfillment can be achieved in many different ways and at every stage of life. As such, we offer a range of services to keep our community members moving forward in their lives.

Provide services and care for mentally disabled individuals

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$437,083$438,841▲ $1,758
Cash and Non-Interest-Bearing Accounts$198,283$183,103▼ $15,180
Land, Buildings, and Equipment, Net$934$0▼ $934
Total Assets$636,300$621,944▼ $14,356
Liabilities
Escrow Account Liability$1,866$1,746▼ $120
Total Liabilities$1,866$1,746▼ $120
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$634,434$620,198▼ $14,236
Total Net Assets Fund Balance$634,434$620,198▼ $14,236
Total Liabilities and Net Assets / Fund Balance$636,300$621,944▼ $14,356
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dan StoutPresident
Debbie GreenDirector
Susan BillmayerDirector
Lisa BaldikSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$842
Other Revenue
$662
Change in Net Assets
$-14,236
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$11,280
Salaries, Compensation, and Employee Benefits$4,460
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$10,061-$10,061
Payroll Taxes-$4,460-$4,460
Other Expenses-$100-$100
Depreciation Depletion-$19-$19
Total Functional Expenses$0$15,740$0$15,740
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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, Part VI, Section B, Line 11B

The executive director receives the form 990 and reviews the information contained within it for accuracy. A copy is available for the board to review.

Form 990, Part VI, Section C, Line 19

All governing documents are available to the public upon request from the main office.

Filing and Contact Details

Filer

Filer Name
New Horizons Unlimited
EIN
81-0359612
Phone
4063532611
Address
PO BOX 184, HARLEM, MT 59526

Signing Officer

Name
Dan Stout
Title
President
Phone
4063532611
Signed
2026-02-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Baldik
Formed
1976
Legal Domicile
Mt
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Wipfli Advisory LLC
Address
105 E PINE ST UPPER FLOOR, MISSOULA, MT 59802
Preparer
Sam Brunson CPA
Phone
4067281800
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3

The organization is still in the process of winding down. The vehicles for the transportation program were sold during the year.

Financial Statement Notes

PART IV, LINE 2B:

The organization is the custodian for checking accounts of residents in the group home and supported living program. Cash inflows include assistance such as social security and medicaid. Cash outflows include rent and living expenses, medical bills not covered by medicare or medicaid, and spending money for the residents. When the group home and supported living program ended and clients were moved to new homes, the balance in each resident's consumer account was sent via check to their new address. However, two residents passed away before closing and no family members came forward to claim the funds.

Raw XML Appendix332 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
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IRS990/BooksInCareOfDetail/USAddress/CityNm0HARLEM
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IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
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IRS990/MoreThan5000KToIndividualsInd00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt028669
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0107640
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0530098
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0579284
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01248110
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS THE CUSTODIAN FOR CHECKING ACCOUNTS OF RESIDENTS IN THE GROUP HOME AND SUPPORTED LIVING PROGRAM. CASH INFLOWS INCLUDE ASSISTANCE SUCH AS SOCIAL SECURITY AND MEDICAID. CASH OUTFLOWS INCLUDE RENT AND LIVING EXPENSES, MEDICAL BILLS NOT COVERED BY MEDICARE OR MEDICAID, AND SPENDING MONEY FOR THE RESIDENTS. WHEN THE GROUP HOME AND SUPPORTED LIVING PROGRAM ENDED AND CLIENTS WERE MOVED TO NEW HOMES, THE BALANCE IN EACH RESIDENT'S CONSUMER ACCOUNT WAS SENT VIA CHECK TO THEIR NEW ADDRESS. HOWEVER, TWO RESIDENTS PASSED AWAY BEFORE CLOSING AND NO FAMILY MEMBERS CAME FORWARD TO CLAIM THE FUNDS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS STILL IN THE PROCESS OF WINDING DOWN. THE VEHICLES FOR THE TRANSPORTATION PROGRAM WERE SOLD DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVE DIRECTOR RECEIVES THE FORM 990 AND REVIEWS THE INFORMATION CONTAINED WITHIN IT FOR ACCURACY. A COPY IS AVAILABLE FOR THE BOARD TO REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST FROM THE MAIN OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd01
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0636300
IRS990/TotalAssetsEOYAmt0621944
IRS990/TotalAssetsGrp/BOYAmt0636300
IRS990/TotalAssetsGrp/EOYAmt0621944
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015740
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt015740
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01866
IRS990/TotalLiabilitiesEOYAmt01746
IRS990/TotalLiabilitiesGrp/BOYAmt01866
IRS990/TotalLiabilitiesGrp/EOYAmt01746
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0634434
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0620198
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01504
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01504
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0636300
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0621944
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 184
IRS990/USAddress/CityNm0HARLEM
IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059526
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAN STOUT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04063532611
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEW HORIZONS UNLIMITED
ReturnHeader/Filer/BusinessNameControlTxt0NEWH
ReturnHeader/Filer/EIN0810359612
ReturnHeader/Filer/PhoneNum04063532611
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 184
ReturnHeader/Filer/USAddress/CityNm0HARLEM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059526
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0393647910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WIPFLI ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0105 E PINE ST UPPER FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MISSOULA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059802
ReturnHeader/PreparerPersonGrp/PhoneNum04067281800
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAM BRUNSON CPA
ReturnHeader/ReturnTs02026-02-25T11:10:43-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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