NEW OUTLOOK INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- NEW OUTLOOK INC (EIN 38-2320096)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-05-13
- IRS object ID
- 202611339349306171
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T03:05:38-00:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383265986 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOWERS & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2548 HARTE DR | AddressLine1Txt |
| City | BRIGHTON | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382320096 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW OUTLOOK INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEWO | BusinessNameControlTxt |
| Phone | 7345224800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27586 SCHOOLCRAFT | AddressLine1Txt |
| City | LIVONIA | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48150 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEN KOWALSKI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7345224800 | PhoneNum |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN G BOWERS | PreparerPersonNm |
| PTIN | P00220865 | PTIN |
| Phone | 8103600859 | PhoneNum |
| Preparation | 2026-05-11 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEN KOWALSKI | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27586 SCHOOLCRAFT | AddressLine1Txt |
| City | LIVONIA | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48150 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,182,348 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 152 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $4,131,950 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,182,219 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $129 | PYInvestmentIncomeAmt |
| CY Investment Income | $129 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $4,132,079 | PYTotalRevenueAmt |
| CY Total Revenue | $4,182,348 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,442,772 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,470,500 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $759,168 | PYOtherExpensesAmt |
| CY Other Expenses | $648,370 | CYOtherExpensesAmt |
| PY Total Expenses | $4,201,940 | PYTotalExpensesAmt |
| CY Total Expenses | $4,118,870 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$69,861 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $63,478 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,527,660 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,643,049 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $284,322 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $336,233 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,243,338 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,306,816 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,698,282 | ExpenseAmt |
| Desc | 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. The Individual Plan of Service outlines the goals and dreams of each individual. It is our responsibility to assist these individuals in achieving the goals and dreams set forth in their Plan of Service. We did this by providing caring staff, transportation, accessing medical care and educational opportunities in their community, assisting with job development/job searching and finally by providing friendship and an advocate to help navigate the community mental health system. | Desc |
| Total Program Service Expenses | $3,698,282 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (true) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 152 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELLY SMITH | PersonNm |
| Phone | 7345224800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27586 SCHOOLCRAFT | AddressLine1Txt |
| City | LIVONIA | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48150 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| KELLY SMITH | ||||||
| Exec. Director | 040.00 | Yes (X) | Yes (X) | $108,949 | $0 | $51 |
| CAROL HEPFINGER | ||||||
| Director | 040.00 | Yes (X) | $60,131 | $0 | $8,655 | |
| KEN KOWALSKI | ||||||
| Pres/Treasurer | 000.10 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DIANE PORTNER | ||||||
| Secretary | 000.10 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KELLEY THOMAS | ||||||
| Director | 000.10 | Yes (X) | $0 | $0 | $0 | |
| BRIDGET MALEK | ||||||
| Director | 000.10 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $169,080 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $8,706 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $4,182,219 | GovernmentGrantsAmt |
| Total Contributions | $4,182,219 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $129 | TotalRevenueColumnAmt |
| Exclusion | $129 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,182,348 | TotalRevenueColumnAmt |
| Exclusion | $129 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,809 | TotalAmt |
| Management And General | $191,809 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,869,731 | TotalAmt |
| Program Services | $2,796,084 | ProgramServicesAmt |
| Management And General | $73,647 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,244 | TotalAmt |
| Program Services | $179,346 | ProgramServicesAmt |
| Management And General | $6,898 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $222,716 | TotalAmt |
| Program Services | $204,579 | ProgramServicesAmt |
| Management And General | $18,137 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,128 | TotalAmt |
| Management And General | $1,128 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,030 | TotalAmt |
| Management And General | $30,030 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,037 | TotalAmt |
| Management And General | $11,037 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,366 | TotalAmt |
| Management And General | $21,366 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,132 | TotalAmt |
| Program Services | $248,267 | ProgramServicesAmt |
| Management And General | $15,865 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,825 | TotalAmt |
| Management And General | $9,825 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,824 | TotalAmt |
| Program Services | $34,584 | ProgramServicesAmt |
| Management And General | $11,240 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| EQUIPMENT | $22,950 | $7,591 | $15,359 |
| MAINTENANCE | $40,720 | $40,191 | $529 |
| CONSUMABLES | $89,652 | $89,652 | |
| VEHICLE EXPENSES | $105,575 | $95,843 | $9,732 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,131 | TotalAmt |
| Program Services | $2,145 | ProgramServicesAmt |
| Management And General | $3,986 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,118,870 | TotalAmt |
| Program Services | $3,698,282 | ProgramServicesAmt |
| Management And General | $420,588 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $385,588 | BOYAmt |
| EOY | $379,771 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $617,471 | BOYAmt |
| EOY | $759,068 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $319,680 | BOYAmt |
| EOY | $325,647 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,515 | BOYAmt |
| EOY | $47,519 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $149,773 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $114,252 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $35,521 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,406 | BOYAmt |
| EOY | $95,523 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,527,660 | BOYAmt |
| EOY | $1,643,049 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,793 | BOYAmt |
| EOY | $210,147 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,843 | BOYAmt |
| EOY | $31,605 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,686 | BOYAmt |
| EOY | $94,481 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $284,322 | BOYAmt |
| EOY | $336,233 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,243,338 | BOYAmt |
| EOY | $1,306,816 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,243,338 | BOYAmt |
| EOY | $1,306,816 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,527,660 | BOYAmt |
| EOY | $1,643,049 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $63,478 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,791,498 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,348,801 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,102,998 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,131,950 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,182,219 | CurrentTaxYearAmt |
| Total | $20,557,466 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,791,498 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,348,801 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,102,998 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,131,950 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,182,219 | CurrentTaxYearAmt |
| Total | $20,557,466 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $20,557,466 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $278 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $123 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $132 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $129 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $129 | CurrentTaxYearAmt |
| Total | $791 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $490,335 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $61,380 | CurrentTaxYearMinus3YearsAmt |
| Total | $551,715 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $21,109,972 | TotalSupportAmt |
| Public Support CY170 | 0.97380 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97230 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $149,773 | OtherCostOrOtherBasisAmt |
| Depreciation | $114,252 | DepreciationAmt |
| Book Value | $35,521 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $35,521 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc |
|---|
| Financial derivatives and other financial products |
| Closely-held equity interests |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Right of use Assets | Desc |
| Book Value | $95,523 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $95,523 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal income taxes | |
| OPERATING LEASE OBLIGATION | $94,481 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $94,481 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,182,348 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $4,182,348 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $4,182,348 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,118,870 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $4,118,870 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $4,118,870 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 2 | The Corporation is a not-for-profit organization exempt from income tax under Section 501c3 of theInternal Revenue Code and is exempt from similar state and local taxes. Although the Corporation wasgranted an income tax exemption by the Internal Revenue Service, such exemption does not apply tounrelated business taxable income. The Corporation has been classified as not a private foundation. |
| 2 | The Corporation analyzes its filing positions, in the federal and state jurisdictions where it is required to fileincome tax returns, as well as, all open tax years in these jurisdictions to identify potential uncertain taxpositions. It also treats interest and penalties attributable to income taxes and reflects any charges forsuch, to the extent they arise, as a component of its management and general expenses |
| 2 | The Corporation has evaluated its income tax filing positions for the fiscal years ended 2022 through 2025,the years which remain subject to examination by major tax jurisdictions as of September 30, 2025. TheCorporation concluded that there are no significant uncertain tax positions requiring recognition in itsfinancial statements. The Corporation does not expect the total amount of unrecognized tax benefitsUTBs e.g., tax deductions, exclusions, or credits claimed or expected to be claimed to significantly changein the next 12 months. The Corporation does not have any amounts accrued for interest and penaltiesrelated to UTBs at September 30, 2025, and it is not aware of any claims for such amounts by federal orstate income tax authorities |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Kelly Smith | |||
| Sister of Ken Kowalski | $109,000 | Wages/Benefits | false |
| Kirsten Smith | |||
| Daughter of Kelly Smith | $542 | Wages | false |
| Karly Smith | |||
| Daughter of Kelly Smith | $10,190 | Wages | false |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 2 | KELLY SMITHExc Director and KEN KOWALSKI President have a family relationship. |
| Form 990, Part VI, Section B, Line 11a | 990 is provided to all Board Members for review and comment before it is filed |
| Form 990, Part VI, Section B, Line 12c | The Board reviews the conflict of interest policy annually and inquires if any disclosures need to be made. Each Board Member then signs a statement verifying no known conflicts of interest. |
| Form 990, Part VI, Section B, Line 15 | Comparative salary analysis using MALA publication. |
| Form 990, Part VI, Section C, Line 19 | Upon request the Corporation will make copies and mail. |
Comments