New Outlook INC

Tax-deductible

Livonia, MI501(c)(3)Since 1980Human ServicesEIN 38-2320096Revenue $4.2M in FY2025

On file with the IRS27586 Schoolcraft Rd, 48150-2203 · Livonia, MITax-exempt since Sep 1985Publicly supported charity — 170(b)(1)(A)(vi)

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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.

501(c)(3) charity; gifts are tax-deductible.
90¢ of each $1 spent went to programs.
$169K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $122K a year · 3% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
90%
of spending
Looks good: 90% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$169K
to officers and key staff · 4% of spending
Top officer’s pay lower than 57% of similar orgs
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Looks good: 3.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$336K
20% of total assets
Looks good: liabilities are 20% of assets; 50% or less.
Pt X · Ln 26
Independent board members
4
of 6 voting members
Looks good: 4 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$4.2M
+1% vs prior year
Spent
$4.1M
To programs
90%
Net assets
$1.3M
By yearFY2020–FY2025
Revenue
$4.2M
FY2025▲ +1%
Tap a bar for its year
Revenue by fiscal year
FY2020$3.6M
FY2021$4.3M
FY2022$4.4M
FY2023$4.1M
FY2024$4.1M
FY2025$4.2M
Expenses
$4.1M
FY2025▼ -2%
Tap a bar for its year
Expenses by fiscal year
FY2020$3.6M
FY2021$3.7M
FY2022$4.1M
FY2023$4.1M
FY2024$4.2M
FY2025$4.1M
Net assets
$1.3M
FY2025▲ +5%
Tap a bar for its year
Net assets by fiscal year
FY2020$523K
FY2021$1.1M
FY2022$1.4M
FY2023$1.3M
FY2024$1.2M
FY2025$1.3M

From the FY2025 Form 990 (year ending September 2025) · figures checked against the IRS filing · see the original

Form 990 (PDF) Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Sep 1985.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

90 cents of each dollar spent went to programs.

Program services 90% · $3.7M Management & general 10% · $421K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

6 people listed on the 990; $169K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Exec. Director
$108,949Pt VII · Sec A
$60,131Pt VII · Sec A
Pres/Treasurer
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Kelly Smith’s $109K as Exec. Director is at the 43rd percentile of top reported officer pay among 3868 $1–10M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Kelly Smith$108,949$101,309$95,378$92,517$90,835$87,725
Carol Hepfinger$60,131$59,726$59,724$59,499$60,538$57,483

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Supports adults with developmental disabilities to live, work, and participate in their communities.

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Provided by the organization

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1 program · $3.7M · in their own filed words · FY2024
01

New Outlook Inc. provided personal care and community living supports to 35 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.

$3.7Mprogram expense

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$4.2M
Ln 12
Gifts and grantsLn 1h$4.2M
Investment incomeLn 3$129
Money outPt IX
$4.1M
Ln 25
Programscol B$3.7M
Managementcol C$421K
Owns and owesPt X
$1.3M
net assets · Ln 32
Cash and savingsLn 1–2$1.1M
Total assetsLn 16$1.6M
LiabilitiesLn 26$336K
PeoplePt VI, VII
6
listed · VII A
PaidVII A2
Voting boardVI 1a6
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$4.2M
Government grantsLn 1e$4.2M
Investment incomeLn 3$129
Total revenueLn 12$4.2M
Assets in detailPt X, end of year
CashLn 1$380K
SavingsLn 2$759K
Cash and savings togetherLn 1–2$1.1M
Land, buildings, equipmentLn 10c$36K
Other assetsLn 15$96K
Total assetsLn 16$1.6M
LiabilitiesLn 26$336K
Net assetsLn 32$1.3M
OperationsPt I, VI
EmployeesI 5152
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$1.0M$1.1M
Land, buildings, equipmentLn 10c$36K
Total assetsLn 16$1.5M$1.6M
LiabilitiesLn 26$284K$336K
Net assetsLn 32$1.2M$1.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$192K$192K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$2.9M$2.8M$74K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$186K$179K$7K
Payroll taxesLn 10$223K$205K$18K
Management feesLn 11a$0
Legal feesLn 11b$1K$1K
Accounting feesLn 11c$30K$30K
Lobbying feesLn 11d$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$11K$11K
Advertising and promotionLn 12$0
Office expensesLn 13$21K$21K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$264K$248K$16K
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$10K$10K
InsuranceLn 23$46K$35K$11K
Other expenses (24a–d)Ln 24$259K$233K$26K
All other expensesLn 24e$6K$2K$4K
Total functional expensesLn 25$4.1M$3.7M$421K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $4.2M$4.1M$63K$1.3M 990 PDF
FY2024 $4.1M$4.2M−$70K$1.2M 990 PDF
FY2023 $4.1M$4.1M−$42K$1.3M 990 PDF
FY2022 $4.4M$4.1M$283K$1.4M 990 PDF
FY2021 $4.3M$3.7M$549K$1.1M 990 PDF
FY2020 $3.6M$3.6M−$54K$523K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (6 parts)
Part I · Summary $4,182,348 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $4,131,950$4,182,219
I-9 Program service revenue$0
I-10 Investment incomePrior year $129$129
I-11 Other revenue$0
I-12 Total revenuePrior year $4,132,079$4,182,348
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $3,442,772$3,470,500
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $759,168$648,370
I-18 Total expensesPrior year $4,201,940$4,118,870
I-19 Revenue less expensesPrior year −$69,861$63,478
Part VI · Governance 4 of 6 board members independent, 2 to look at
VI-1a Voting members of the governing body6
VI-1b Independent voting members4
VI-2 Family or business relationship among officers or directorsYes
VI-14 Document retention and destruction policyNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $4,182,348 across 4 lines filed
VIII-1e Government grants$4,182,219
VIII-1h Total contributions, gifts and grants$4,182,219
VIII-3 Investment incomeExcluded from tax $129$129
VIII-12 Total revenueExcluded from tax $129$4,182,348
Part IX · Statement of functional expenses $4,118,870 across 30 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffManagement $191,809$191,809
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $2,796,084 · Management $73,647$2,869,731
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsPrograms $179,346 · Management $6,898$186,244
IX-10 Payroll taxesPrograms $204,579 · Management $18,137$222,716
IX-11a Management fees$0
IX-11b Legal feesManagement $1,128$1,128
IX-11c Accounting feesManagement $30,030$30,030
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesManagement $11,037$11,037
IX-12 Advertising and promotion$0
IX-13 Office expensesManagement $21,366$21,366
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyPrograms $248,267 · Management $15,865$264,132
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationManagement $9,825$9,825
IX-23 InsurancePrograms $34,584 · Management $11,240$45,824
IX-24 Other expenses (24a–d)Programs $233,277 · Management $25,620$258,897
IX-24e All other expensesPrograms $2,145 · Management $3,986$6,131
IX-25 Total functional expensesPrograms $3,698,282 · Management $420,588 · Fundraising $0$4,118,870
Part X · Balance sheet $1,643,049 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $385,588$379,771
X-2 Savings and temporary cash investmentsStart of year $617,471$759,068
X-4 Accounts receivableStart of year $319,680$325,647
X-9 Prepaid expenses and deferred chargesStart of year $72,515$47,519
X-10c Land, buildings and equipment, net$35,521
X-15 Other assetsStart of year $132,406$95,523
X-16 Total assetsStart of year $1,527,660$1,643,049
X-17 Accounts payable and accrued expensesStart of year $154,793$210,147
X-25 Other liabilitiesStart of year $99,686$94,481
X-26 Total liabilitiesStart of year $284,322$336,233
X-27 Net assets without donor restrictionsStart of year $1,243,338$1,306,816
X-32 Total net assets or fund balancesStart of year $1,243,338$1,306,816
X-33 Total liabilities and net assetsStart of year $1,527,660$1,643,049
Part XI · Reconciliation of net assets $1,306,816 net assets at year end
XI-1 Total revenue$4,182,348
XI-2 Total expenses$4,118,870
XI-3 Revenue less expenses$63,478
XI-4 Net assets at start of year$1,243,338
XI-10 Net assets at end of year$1,306,816

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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