NEW OUTLOOK INC (EIN 382320096) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1980

Legal Domicile

Phone

7345224800

Tax Period

2024-10-01 to 2025-09-30

NEW OUTLOOK INC, founded in 1980, is a community nonprofit in the Human Services sector that reported $4.2M in total revenue in fiscal year 2024.

Mission

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,182,219

Program Service Revenue $0

Investment Income $129

Other Revenue $0

TOTAL REVENUE $4,182,348

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,470,500

Fundraising Expenses $0

Program Expenses $3,698,282

Other Expenses $648,370

TOTAL EXPENSES $4,118,870

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,182,348	$4,132,079	+0.0%
Expenses	$4,118,870	$4,201,940	0.0%
Net Income	$63,478	$-69,861	-1.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

152

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$109,000

Total Directors

$177,786

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KELLY SMITH	Exec. Director	040.00	Officer Director	$108,949	$51	$109,000
CAROL HEPFINGER	Director	040.00	Director	$60,131	$8,655	$68,786
KEN KOWALSKI	Pres/Treasurer	000.10	Officer Director	$0	$0	$0
DIANE PORTNER	Secretary	000.10	Officer Director	$0	$0	$0
KELLEY THOMAS	Director	000.10	Director	$0	$0	$0
BRIDGET MALEK	Director	000.10	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$4,182,348	$4,118,870	$1,643,049	$63,478
2024	$4,132,079	$4,201,940	$1,527,660	$-69,861
2023	$4,103,130	$4,145,331	$1,681,791	$-42,201
2022	$4,410,304	$4,127,455	$1,818,331	$282,849
2021	$4,282,111	$3,732,880	$1,396,692	$549,231
2020	$3,553,922	$3,608,069	$1,139,314	$-54,147
2019	$3,285,368	$3,215,396	$726,250	$69,972
2018	$3,243,989	$3,288,635	$560,685	$-44,646

NEW OUTLOOK INC