2025-05-13T10:03:47-05:00 2024-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 2055 E WARNER RD STE 101 TEMPE AZ 85284 990 2023-07-01 860256667 A NEW LEAF ANEW 4809694024 868 E UNIVERSITY DR MESA AZ 85203 CATHERINE DYCIEWSKI CAO 4809694024 2025-05-12 1 0 COLETTE KAMPS CPA P00367616 4808394900 2025-05-10 2023 2025-03-06 01:10:19Z MICHAEL HUGHES 868 E UNIVERSITY DR MESA AZ 85203 46680670 0 X WWW.TURNANEWLEAF.ORG X 1971 AZ A NEW LEAF ADVANCES ITS MISSION OF "HELPING FAMILIES, CHANGING LIVES" (CONTINUED ON SCHEDULE O) BY FOSTERING SOCIAL AND ECONOMIC STABILITY ACROSS THE PHOENIX METRO AREA. 26 26 768 165 0 0 10011667 10874689 29443658 32193796 367904 151295 48786 42243 39872015 43262023 6014405 9303806 0 0 23968611 27727556 0 0 1648440 10044764 7990302 40027780 45021664 -155765 -1759641 26454896 40391230 4037945 5009180 22416951 35382050 X A NEW LEAF ADVANCES ITS MISSION OF "HELPING FAMILIES, CHANGING LIVES" BY FOSTERING SOCIAL AND ECONOMIC STABILITY ACROSS THE PHOENIX METRO AREA. 0 0 10870935 1795589 11746137 YOUTH SERVICES - A NEW LEAF SERVES APPROXIMATELY 1,100 CHILDREN AND CAREGIVERS ANNUALLY THROUGH FAMILY-STRENGTHENING PROGRAMS, SUPERVISED VISITATION, YOUTH SHELTER, AND FOSTER CARE LICENSING. THESE INITIATIVES PROMOTE CHILD SAFETY, POSITIVE PARENTING, AND LONG-TERM STABILITY FOR FAMILIES FACING COMPLEX CHALLENGES AND ECONOMIC DISADVANTAGES. 5664626 122832 4723676 BEHAVIORAL HEALTH SERVICES - A NEW LEAF OFFERS COUNSELING, BEHAVIOR COACHING, MEDICATION MANAGEMENT, AND AFTER-SCHOOL THERAPEUTIC PROGRAMS FOR ABOUT 4,200 INDIVIDUALS ANNUALLY. THESE SERVICES ADDRESS CONDITIONS SUCH AS ADHD, ANXIETY, DEPRESSION, AND TRAUMA THROUGH EVIDENCE-BASED INTERVENTIONS AND INTEGRATED CARE APPROACHES. 16827018 6598095 12128559 SHELTER & HOUSING SERVICES - A NEW LEAF SERVES OVER 3,500 INDIVIDUALS ANNUALLY THROUGH A VARIETY OF HOUSING STABILITY PROGRAMS SUCH AS EMERGENCY SHELTER, SUPPORTIVE HOUSING, AND RAPID RE-HOUSING. ASSISTANCE INCLUDES BASIC NEEDS, CASE MANAGEMENT, AND SUPPORTIVE SERVICES THAT EMPOWER HOUSEHOLDS TO GAIN SELF-SUFFICIENCY. 2639670 787290 3595424 A NEW LEAF PROVIDES CRISIS INTERVENTION, SHELTER, AND ONGOING SUPPORT TO ABOUT 5,900 SURVIVORS OF DOMESTIC AND SEXUAL VIOLENCE YEARLY. SERVICES FOR SURVIVORS ALSO INCLUDE COURT ADVOCACY, HOTEL-BASED OVERFLOW SHELTER, RAPID RE-HOUSING, AND TRAUMA-INFORMED WORKSHOPS TO FOSTER HEALING AND SAFETY.PHOENIX DAY EQUIPS ROUGHLY 80 ECONOMICALLY DISADVANTAGED CHILDREN (AGES 6 WEEKS TO 5 YEARS) WITH THE COGNITIVE, SOCIAL, AND LANGUAGE SKILLS NEEDED FOR SUCCESS IN SCHOOL. THIS PROGRAM OFFERS BILINGUAL INSTRUCTION, NUTRITIOUS MEALS, AND COMPREHENSIVE FAMILY RESOURCES TO PROMOTE HEALTHY DEVELOPMENT AND ECONOMIC STABILITY. 2639670 787290 3595424 36002249 1 1 0 0 0 0 0 0 0 1 1 0 1 0 1 1 0 1 0 0 0 0 0 0 1 1 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 69 0 768 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 26 26 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X THE ORGANIZATION 4809694024 868 E UNIVERSITY DR MESA AZ 85203 TYLER ABRAHAMS CHAIR 1.00 1.55 X X 0 0 0 PETER EBERLE VICE CHAIR 1.00 0.55 X X 0 0 0 KARA MCNAMARA SECRETARY 1.00 0.55 X X 0 0 0 CAROLYN IACOBELLI TREASURER 1.00 1.55 X X 0 0 0 FRANK BENNETT SR BOARD MEMBER 1.00 0.55 X 0 0 0 ANNE BENNETT-PEREZ BOARD MEMBER 1.00 0.55 X 0 0 0 JACK BIGGS BOARD MEMBER 1.00 0.55 X 0 0 0 KIM BUTLER PERRY BOARD MEMBER 1.00 0.55 X 0 0 0 LISA CAPRIOTTI BOARD MEMBER 1.00 0.55 X 0 0 0 DAVID DUNLEVY BOARD MEMBER 1.00 0.55 X 0 0 0 MALCOLM GREEN BOARD MEMBER 1.00 0.55 X 0 0 0 RENEE HIGGS BOARD MEMBER 1.00 0.55 X 0 0 0 ELIZABETH HILL BOARD MEMBER 1.00 0.55 X 0 0 0 MICHAEL HUTCHINSON BOARD MEMBER 1.00 1.55 X 0 0 0 BETTY LYNCH BOARD MEMBER 1.00 0.55 X 0 0 0 ERIC MATTHIAS BOARD MEMBER 1.00 0.55 X 0 0 0 DEBORAH REVER BOARD MEMBER 1.00 0.55 X 0 0 0 CLARK RICHTER BOARD MEMBER 1.00 0.55 X 0 0 0 MARVIN ROBINSON BOARD MEMBER 1.00 0.55 X 0 0 0 WILLIAM SCOTT BOARD MEMBER 1.00 0.55 X 0 0 0 TODD SKINNER BOARD MEMBER 1.00 0.55 X 0 0 0 DEBORAH SMITH BOARD MEMBER (RESIGNED) 1.00 0.55 X 0 0 0 SHARON STINARD BOARD MEMBER 1.00 0.55 X 0 0 0 CHRIS TRENDLER BOARD MEMBER 1.00 0.55 X 0 0 0 DEANNA VILLANUEVA-SAUCEDO BOARD MEMBER 1.00 0.55 X 0 0 0 DAVID WOOLSTRUM BOARD MEMBER 1.00 0.55 X 0 0 0 CHRISTINA WORDEN BOARD MEMBER 1.00 0.55 X 0 0 0 MICHAEL HUGHES CEO 41.50 3.50 X 289011 0 6337 CATHERINE DYCIEWSKI CAO 41.50 3.50 X 155393 0 12869 CONSTANCE ORR COO 41.75 3.50 X 139289 0 7080 KATHLEEN DI NOLFI CHIEF PROGRAM OFFICER 41.75 3.25 X 144862 0 7250 JOSEPH DULIN CHIEF PHILANTHROPY OFFICER 41.75 3.25 X 125542 0 14857 NICOLE SALTER CHIEF COMMERCIAL OFFICER 41.75 3.25 X 122522 0 11780 JEFFREY GEHLING DIRECTOR OF IT 40.00 X 104821 0 11510 WAYNE MCLNTOSH DIRECTOR OF MEDICAL SERVIC 40.00 X 195857 0 15605 EVALYN AKI NURSE PRACTITIONER 40.00 X 158529 0 8154 BRADLEY HARRIS SENIOR DIRECTOR OF ESTATE 40.00 X 106689 0 4876 BEAU GARDNER NURSE PRACTITIONER 40.00 X 111770 0 12486 1654285 0 112804 11 0 1 0 EASE WEST BUILDING SOLUTIONS INC 4144-A AVENIDA DE LA PLATA OCEANSIDE CA 92056 CONSTRUCTION SERVICES 1509838 ARIZONA PROTECTION AGENCY 8436 E SHEA BLVD 100 SCOTTSDALE AZ 85260 SECURITY SERVICES 404539 MARIA CASTRO DBA VINCENTS LANDSCAPING 5115 W GRENADINE ROAD LAVEEN AZ 85339 LANDSCAPING SERVICES 248247 CERIDIAN PO BOX 772830 CHICAGO IL 60677 HUMAN RESOURCE AND PAYROLL SERVICES 246841 DELTA-T GROUP PHOENIX PO BOX 884 BRYN MAWR PA 19010 TEMPORARY STAFFING 197502 10 830967 54694 1009538 8979490 1199175 10874689 GOVERNMENT CONTRACTS 624100 26786971 26786971 BEHAVIORAL HEALTH REVENUE 624100 4753942 4753942 CLIENT FEES 624100 392369 392369 OTHER PROGRAM REVENUE 624100 260514 260514 32193796 125086 125086 223604 0 223604 223604 223604 3137476 3111267 26209 26209 26209 100385 54694 307380 -206995 -206995 25634 0 25634 25634 43262023 32193796 0 193538 500838 500838 8802968 8802968 1211933 131445 921496 158992 22245719 17631472 3728334 885913 610577 469946 114741 25890 1763251 1287590 394155 81506 1896076 1513968 301834 80274 116649 116649 230853 230853 43338 43338 703465 654833 22362 26270 311918 29394 70552 211972 183065 139233 33623 10209 858302 429151 429151 2557922 1975792 559759 22371 797502 725441 50883 21178 77629 27372 37083 13174 130582 17394 56261 56927 405690 288203 115956 1531 859434 717457 117512 24465 EQUIPMENT LEASE, REPAIR 567083 527300 19091 20692 MISCELLANEOUS EXPENSES 96045 96045 BAD DEBT 36407 36407 CLIENT EXPENSES 14418 7342 7076 45021664 36002249 7370975 1648440 855964 1746234 951909 205394 2451856 2507452 3181816 4111434 1032668 1046356 342556 588921 26544764 4502756 8328437 22042008 4954227 2293498 266810 338151 1842588 3629350 2246065 1882432 26454896 40391230 2341869 3558854 894201 663984 281619 268579 520256 517763 4037945 5009180 X 15725401 26464494 6691550 8917556 22416951 35382050 26454896 40391230 X -1759641 309262 14415478 X X 0 1 X 1 1 1 X 9435123 12639137 9034089 10011667 10874689 51994705 77249 78870 78868 639485 874472 9512372 12718007 9112957 10651152 10874689 52869177 6271697 46597480 309571 497687 309940 544063 348690 2009951 17795 7050 11840 25634 62319 54941447 0.84810 0.86080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1696315 205720 1902035 1637852 58463 1696315 1735643 -97791 1637852 1580542 3275 151826 1735643 1475430 2631 102481 1580542 1.00000 0 0 1940764 1940764 22959136 3246227 19712909 1036359 768121 268238 608505 488408 120097 22042008 INVESTMENT IN AFFILIATE 1401892 F INVESTMENT IN SUBSIDIARIES 2227458 F 3629350 DUE TO AFFILIATES 13751 TENANT SECURITY DEPOSITS 3940 ACCRUED DEFERRED COMPENSATION 338151 FINANCE LEASES 9285 OPERATING LEASE LIABILITIES 152636 517763 X PART V, LINE 4: THE ENDOWMENT CONSISTS OF A FUND ESTABLISHED BY DONORS TO PROVIDE ANNUAL FUNDING FOR SPECIFIC ACTIVITIES AND GENERAL OPERATIONS OF LA MESITA SHELTER. PART X, LINE 2: THE ORGANIZATION RECOGNIZES UNCERTAINTY IN INCOME TAXES IN THE CONSOLIDATED FINANCIAL STATEMENTS WHEN IT IS MORE LIKELY-THAN-NOT THAT THE POSITIONS WILL NOT BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. AS OF JUNE 30, 2024, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. GALA 155079 54694 100385 167612 6665 3050 130053 155079 54694 100385 167612 6665 3050 130053 307380 -206995 25634 0 25634 25634 AZ 1 IN THE STATE OF ARIZONA, A LICENSE IS NOT REQUIRED FOR NONPROFIT ORGANIZATIONS THAT HAVE BEEN TAX-EXEMPT FOR AT LEAST ONE YEAR. 0 1 0 1.00000 CATHERINE DYCIEWSKI 868 E UNIVERSITY DR MESA AZ 85203 0 CATHERINE DYCIEWSKI 0 THE CFO MANAGED THE ACTIVITIES OF THE RAFFLE. X 0 1 MESA COMMUNITY ACTION NETWORK INCORPORATED 868 E UNIVERSITY DRIVE MESA AZ 85203 860558407 501(C)(3) 500838 0 GENERAL SUPPORT TO ASSIST IN MEETING THE HUMAN SERVICE NEEDS IN THE CITY OF MESA AND SURROUNDING AREAS. 1 0 CLIENT ASSISTANCE FOR RENT AND UTILITY VOUCHERS, CLOTHING, FOOD, HOTEL, TRANSPORTATION INCLUDING BUS TICKETS AND OTHER TYPES 15013 8802968 PART I, LINE 2: THE MAJORITY OF THE FUNDS FOR THE SPECIFIC ASSISTANCE TO INDIVIDUALS IS PAID DIRECTLY TO THE VENDORS OR RESOURCE PROVIDERS TO ENSURE THE GRANT IS USED AS INTENDED. X X X X X 0 0 0 0 0 0 0 0 0 MICHAEL HUGHES CEO 289011 0 0 0 0 0 6110 0 227 0 295348 0 0 0 WAYNE MCLNTOSH DIRECTOR OF MEDICAL SERVIC 195857 0 0 0 0 0 10070 0 5535 0 211462 0 0 0 CATHERINE DYCIEWSKI CAO 155393 0 0 0 0 0 7692 0 5177 0 168262 0 0 0 EVALYN AKI NURSE PRACTITIONER 158529 0 0 0 0 0 8154 0 0 0 166683 0 0 0 KATHLEEN DI NOLFI CHIEF PROGRAM OFFICER 144862 0 0 0 0 0 7234 0 16 0 152112 0 0 0 PART I, LINE 3 THE CEO AND OTHER EXECUTIVES ARE COMPENSATED FOR SERVICES PROVIDED TO A NEW LEAF, INC. AND ITS RELATED AFFILIATES. THE COMPENSATION IS APPROVED BY THE GOVERNING BOARD OF A NEW LEAF, INC. ON AN ANNUAL BASIS. THE BOARD REVIEWS COMPARABILITY DATA AND COMPENSATION STUDIES INCLUDING A REVIEW OF 990'S FROM OTHER ORGANIZATIONS TO DETERMINE THE COMPENSATION DEFINED IN THE WRITTEN EMPLOYMENT CONTRACT. X 882246 SELLING PRICE OF GOODS X 646 176861 SELLING PRICE OF GOODS X SUPPLIES 173 140068 SELLING PRICE OF GOO 0 1 0 PART I, COLUMN (B): COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS FRANK BENNETT AND ANNE BENNET-PEREZ HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM WHO CONDUCTED THE FINANCIAL STATEMENT AUDIT AND IS THEN PRESENTED TO THE CAO AND THE CEO OF A NEW LEAF FOR THEIR REVIEW AND DISCUSSION. ONCE APPROVED BY THE CAO AND CEO, THE FORM 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE BOARD OF DIRECTORS AND KEY LEADERSHIP STAFF COMPLETE CONFLICT OF INTEREST FORMS AS REQUIRED UNDER A NEW LEAF, INC.'S CONFLICT OF INTEREST POLICY. THE ORGANIZATION'S MANAGEMENT TEAM MONITORS COMPLIANCE WITH POLICIES AND USE OF VENDORS, AGENCIES, PROFESSIONALS OR OTHER OUTSIDE ORGANIZATIONS TO ENSURE COMPLIANCE WITH POLICIES. BOARD MEMBERS RECUSE THEMSELVES FROM DISCUSSION OR VOTES WHEN POTENTIAL CONFLICT OF INTEREST ARISE. BOARD MEMBERS ANNUALLY COMPLETE A DISCLOSURE OF CONFLICT OF INTEREST STATEMENT WHICH IS MAINTAINED BY THE GOVERNANCE COMMITTEE AND THE CEO AND FORWARDED TO ANY GOVERNMENT AGENCIES WHICH REQUIRE SUCH DISCLOSURE. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S SALARY IS DETERMINED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IN CONJUNCTION WITH AN ANNUAL PERFORMANCE REVIEW. THE EXECUTIVE COMMITTEE CONSIDERS COMPARATIVE MARKET DATA FOR SIMILAR POSITIONS IN COMPARABLE ORGANIZATIONS IN SETTING THE ANNUAL SALARY FOR THE CEO. THE CEO FOLLOWS A SIMILAR PROCESS IN SETTING THE SALARIES OF KEY EMPLOYEES AND OFFICERS OF THE ORGANIZATION WITH ANNUAL PERFORMANCE REVIEWS AND ANALYSIS OF MARKET DATA FOR SIMILAR POSITIONS IN COMPARABLE ORGANIZATIONS. THE BOARD OF DIRECTORS APPROVES THE SALARIES OF KEY EMPLOYEES AND OTHER OFFICERS IN THE BUDGET APPROVAL PROCESS FOR THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 A NEW LEAF, INC.'S FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE. A PUBLIC COPY OF THE FORM 990, THE CONFLICT OF INTEREST POLICY, AND OTHER GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S ADMINISTRATION OFFICE DURING REGULAR BUSINESS HOURS. FORM 990, PART XI, LINE 9: GAIN ON INVESTMENT IN SUBSIDIARIES 791,303. CHANGE IN FAIR VALUE OF PERPETUAL TRUST 7,889. EXCESS OF ASSETS ACQUIRED OVER LIABILITIES ASSUMED OF AFFILIATE 13,616,286. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART XI, LINE 9 ON MAY 31, 2024, LEAF BECAME THE SOLE MEMBER OF HOMEWARD BOUND, AN ARIZONA NONPROFIT CORPORATION. HOMEWARD BOUND PROVIDES EMERGENCY AND TRANSITIONAL HOUSING AND COMMUNITY OUTREACH SERVICES WHICH ARE SIMILAR TO THE PROGRAM ACTIVITIES OF LEAF. THERE WAS NO CONSIDERATION TRANSFERRED IN THE ACQUISITION TRANSACTION. THE AMOUNTS RECONGIZED AT FAIR VALUE AT THE TIME OF ACQUISITION FOR THE ASSETS ACQUIRED AND LIABILITIES ASSUMED ARE RECORDED AS EXCESS OF ASSETS ACQUIRED OVER LIABILITIES ASSUMED IN THE AMOUNT OF 13,616,286 AND ARE RECORDED AS OTHER CHANGES IN NET ASSETS. MESA COMMUNITY ACTION NETWORK INC 868 E UNIVERSITY DR MESA AZ 85203 860558407 AIDING LOW INCOME FAMILIES/INDIVIDUALS AZ 501(C)(3) LINE 7 A NEW LEAF INC 1 NEIGHBORHOOD ECONOMIC DEVELOPMENT CORPORATION 868 E UNIVERSITY DR MESA AZ 85203 860888028 LOW-INCOME FINANCING AZ 501(C)(3) LINE 7 A NEW LEAF INC 1 COMMUNITY ALLIANCE AGAINST FAMILY ABUSE 868 E UNIVERSITY DR MESA AZ 85203 860912044 DOMESTIC AND SEXUAL VIOLENCE SUPPORT AZ 501(C)(3) LINE 7 A NEW LEAF INC 1 A NEW LEAF COTTAGES INC 868 E UNIVERSITY DR MESA AZ 85203 860820084 LOW-INCOME HOUSING AZ 501(C)(3) LINE 10 A NEW LEAF INC 1 HOMEWARD BOUND 868 E UNIVERSITY DR MESA AZ 85203 860660875 EMERGENCY AND TRANSITIONAL HOUSING AND COMMUNITY OUTREACH SERVICES AZ 501(C)(3) LINE 7 A NEW LEAF INC 1 PROSPECT PARK I LP 868 E UNIVERSITY DR MESA AZ 85203 860899083 LOW-INCOME HOUSING AZ PROSPECT PARK LLC EXCLUDED 261 1093 0 0 0.00100 LA MESITA APARTMENTS LP 868 E UNIVERSITY DR MESA AZ 85203 611676396 LOW-INCOME HOUSING AZ LA MESITA APARTMENTS LLC EXCLUDED -8 1299 0 0 0.00100 LA MESITA APARTMENTS PHASE 3 LP 868 E UNIVERSITY DR MESA AZ 85203 371719843 LOW-INCOME HOUSING AZ A NEW LEAF INC EXCLUDED -29 733 0 0 0.00100 LA MESITA APARTMENTS LLC 868 E UNIVERSITY DR MESA AZ 85203 352438064 LOW-INCOME HOUSING AZ A NEW LEAF INC C 13049 12678 1.00000 0 LA MESITA APARTMENTS PHASE 3 LLC 868 E UNIVERSITY DR MESA AZ 85203 371720046 LOW-INCOME HOUSING AZ A NEW LEAF INC C 11941 11839 1.00000 0 0 1 1 0 0 0 0 0 0 1 0 1 0 1 1 0 1 1 0