NEW OUTLOOK II INC (EIN 593421096) - 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

1996

Legal Domicile

Principal Officer

ROBERT SOMMERS

Phone

9047431883

Tax Period

2023-01-01 to 2023-12-31

NEW OUTLOOK II INC, founded in 1996, is a small nonprofit in the Mental Health sector that reported $207K in total revenue in fiscal year 2023. Expenses of $200K left a modest 3% surplus.

Mission

RENTAL ACTIVITIES TO PROVIDE LOW INCOME PERSONS WITH DISABILITIES RENTAL ASSISTANCE UNDER HUD SEC 811.

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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 (2023)

Revenue Breakdown

Contributions & Grants $147,348

Program Service Revenue $55,723

Investment Income $3,553

Other Revenue $0

TOTAL REVENUE $206,624

Expense Breakdown

Grants Paid $0

Salaries & Benefits $45,381

Fundraising Expenses $0

Program Expenses $128,269

Other Expenses $154,808

TOTAL EXPENSES $200,189

Year-over-Year Comparison

	2023	2022	Change
Revenue	$206,624	$196,608	+0.1%
Expenses	$200,189	$203,520	0.0%
Net Income	$6,435	$-6,912	-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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBIN BASS	TREASURER	0.02	Officer Director	$0	$0	$0
RICHARD BREW	BOARD	0.02	Director	$0	$0	$0
KELLI CUTRIGHT	BOARD	0.02	Director	$0	$0	$0
EC GREGORY	BOARD	0.02	Director	$0	$0	$0
MARY JARRETT	BOARD	0.02	Director	$0	$0	$0
HENRY JOHNSON	BOARD	0.02	Director	$0	$0	$0
GEORGE OWEN	CHAIRPERSON	0.02	Officer Director	$0	$0	$0
BEVERLY PASCOE	BOARD	0.02	Director	$0	$0	$0
ROBERT SOMMERS	EXECUTIVE DI	0.50	Officer	$0	$0	$0
JILL SPEISER	ASSISTANT SE	0.05	Officer	$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
2024	No data	No data	No data	No data
2023	$206,624	$200,189	$905,266	$6,435
2022	$196,608	$203,520	$912,456	$-6,912
2021	$202,176	$220,060	$930,668	$-17,884
2020	$178,232	$217,267	$913,362	$-39,035
2019	$186,689	$201,001	$928,112	$-14,312
2018	$178,489	$210,841	$917,676	$-32,352

NEW OUTLOOK II INC