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 860660875 HOMEWARD BOUND HOME 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 X MICHAEL HUGHES 868 E UNIVERSITY DR MESA AZ 85203 2937315 0 X WWW.TURNANEWLEAF.ORG X 1990 AZ TO MEET EVERY FAMILY'S UNIQUE NEEDS ON THEIR JOURNEY HOME. 26 26 68 46 0 0 4272980 1879123 251477 207522 82662 -327633 -26186 -3728 4580933 1755284 0 0 0 0 3072237 2838156 25200 0 324541 1579646 1380056 4677083 4218212 -96150 -2462928 4398944 2205838 1129473 955918 3269471 1249920 TO MEET EVERY FAMILY'S UNIQUE NEEDS ON THEIR JOURNEY HOME. 0 0 1385305 1734 HOMEWARD BOUND PROVIDES TRANSITIONAL AND EMERGENCY FAMILY SHELTER FOR APPROXIMATELY 400 ADULTS AND CHILDREN EXPERIENCING HOMELESSNESS EACH YEAR. FAMILIES PARTNER WITH CASE MANAGERS TO ADDRESS EMPLOYMENT, FINANCIAL STABILITY, AND OTHER GOALS TO ACHIEVE LONG-TERM HOUSING SECURITY. 1939491 206286 THE ONSITE STRONG FOUNDATIONS EARLY LEARNING CENTER OFFERS LICENSED CARE FOR CHILDREN FROM INFANCY TO AGE FIVE FOR ABOUT 65 CHILDREN ANNUALLY. ADDITIONALLY, OUT-OF-SCHOOL PROGRAMS SUPPORT OLDER CHILDREN'S ACADEMIC ACHIEVEMENT AND OVERALL WELL-BEING. 3324796 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 96 0 68 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 26 26 1 1 1 0 1 0 0 1 0 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 0.10 2.45 X X 0 0 0 PETER EBERLE VICE CHAIR 0.10 1.45 X X 0 0 0 KARA MCNAMARA SECRETARY 0.10 1.45 X X 0 0 0 CAROLYN IACOBELLI TREASURER 0.10 2.45 X X 0 0 0 FRANKLIN BENNETT BOARD MEMBER 0.10 1.45 X 0 0 0 ANNE BENNETT-PEREZ BOARD MEMBER 0.10 1.45 X 0 0 0 JACK BIGGS BOARD MEMBER 0.10 1.45 X 0 0 0 KIM BUTLER PERRY BOARD MEMBER 0.10 1.45 X 0 0 0 LISA CAPRIOTTI BOARD MEMBER 0.10 1.45 X 0 0 0 DAVID DUNLEVY BOARD MEMBER 0.10 1.45 X 0 0 0 MALCOLM GREEN BOARD MEMBER 0.10 1.45 X 0 0 0 RENEE HIGGS BOARD MEMBER 0.10 1.45 X 0 0 0 ELIZABETH HILL BOARD MEMBER 0.10 1.45 X 0 0 0 MICHAEL HUTCHINSON BOARD MEMBER 0.10 2.45 X 0 0 0 BETTY LYNCH BOARD MEMBER 0.10 1.45 X 0 0 0 ERIC MATTHIAS BOARD MEMBER 0.10 1.45 X 0 0 0 DEBORAH REVER BOARD MEMBER 0.10 1.45 X 0 0 0 CLARK RICHTER BOARD MEMBER 0.10 1.45 X 0 0 0 MARVIN ROBINSON BOARD MEMBER 0.10 1.45 X 0 0 0 WILLIAM SCOTT BOARD MEMBER 0.10 1.45 X 0 0 0 TODD SKINNER BOARD MEMBER 0.10 1.45 X 0 0 0 DEBORAH SMITH BOARD MEMBER (RESIGNED) 0.10 1.45 X 0 0 0 SHARON STINARD BOARD MEMBER 0.10 1.45 X 0 0 0 CHRIS TRENDLER BOARD MEMBER 0.10 1.45 X 0 0 0 DEANNA VILLANUEVA-SAUCEDO BOARD MEMBER 0.10 1.45 X 0 0 0 DAVID WOOLSTRUM BOARD MEMBER 0.10 1.45 X 0 0 0 CHRISTINA WORDEN BOARD MEMBER 0.10 1.45 X 0 0 0 NATHAN CABBIL CHAIR (THRU MAY 2024) 1.00 X X 0 0 0 ANNABEL WHITING VICE CHAIR (THRU MAY 2024) 1.00 X X 0 0 0 BRIAN MILLER TREASURER (THRU MAY 2024) 1.00 X X 0 0 0 MICHELE BERG BOARD MEMBER (THRU MAY 2024) 1.00 X 0 0 0 JULIE FRIEDLY BOARD MEMBER (THRU MAY 2024) 1.00 X 0 0 0 DEBORAH PEARSON BOARD MEMBER (THRU MAY 2024) 1.00 X 0 0 0 BARBARA GOULD BOARD MEMBER (THRU MAY 2024) 1.00 X 0 0 0 MICHELLE SCHECHNER BOARD MEMBER (THRU MAY 2024) 1.00 X 0 0 0 ZACK HEIM BOARD MEMBER (THRU MAY 2024) 1.00 X 0 0 0 TODD TAYLOR BOARD MEMBER (THRU MAY 2024) 1.00 X 0 0 0 GINNY HIRSCHEY BOARD MEMBER (THRU MAY 2024) 1.00 X 0 0 0 SUZANNE TREVINO BOARD MEMBER (THRU MAY 2024) 1.00 X 0 0 0 CHANELLE ISON BOARD MEMBER (THRU MAY 2024) 1.00 X 0 0 0 LAYLA VILLASENOR BOARD MEMBER (THRU MAY 2024) 1.00 X 0 0 0 ANDY MARKHAM BOARD MEMBER (THRU MAY 2024) 1.00 X 0 0 0 RYAN WEISSMUELLER BOARD MEMBER (THRU MAY 2024) 1.00 X 0 0 0 LUIS MARQUEZ BOARD MEMBER (THRU MAY 2024) 1.00 X 0 0 0 BRIAN WELLS BOARD MEMBER (THRU MAY 2024) 1.00 X 0 0 0 LARISSA PEARCE BOARD MEMBER (THRU MAY 2024) 1.00 X 0 0 0 WHITNEY SILENCE CEO (THRU SEPT 2023) 40.00 X 107220 0 192 SAMUEL FOWLER CEO (OCT 2023 THRU DEC 2023) 40.00 X 64041 0 2691 HEATHER JOSOWITZ ALLEN CAO (THRU MAY 2024) 40.00 X 104288 0 7137 MICHAEL HUGHES CEO 1.00 44.00 X 0 289011 6337 CATHERINE DYCIEWSKI CAO 1.00 44.00 X 0 155393 12869 CONSTANCE ORR COO 1.00 44.00 X 0 139289 7080 KATHLEEN DI NOLFI CHIEF PROGRAM OFFICER 1.00 44.00 X 0 144862 7250 JOSEPH DULIN CHIEF PHILANTHROPY OFFICER 1.00 44.00 X 0 125542 14857 NICOLE SALTER CCO 1.00 44.00 X 0 122522 11780 275549 976619 70193 2 0 1 0 0 156572 109650 772385 840516 93996 1879123 YOUTH SERVICES EARLY HEADSTART 624200 146884 146884 YOUTH SERVICES PROGRAM FEES 624200 59402 59402 HOUSING LIVING AND PROGRAM FEES 624200 1236 1236 207522 64641 64641 702247 1094521 -392274 -392274 -392274 81684 109650 87510 -5826 -5826 1600 0 1600 1600 MISCELLANEOUS REVENUE 624200 498 498 498 1755284 208020 0 -331859 255136 69747 149236 36153 2165880 1844571 199665 121644 234161 176931 38205 19025 182979 142599 28039 12341 7500 7500 42565 42565 6420 6420 60022 19684 23752 16586 4804 4804 30270 18739 7930 3601 13732 7370 4969 1393 194566 177764 13450 3352 1585 1517 68 163005 160720 1903 382 61534 47736 8373 5425 REPAIRS AND MAINTENANCE 347580 327267 19879 434 DIRECT CLIENT COSTS 316788 316788 SUPPLIES 90561 3516 1526 85519 TAXES, LICENSES AND DUE 24468 8150 13931 2387 14656 1697 1532 11427 4218212 3324796 568875 324541 221104 335930 1411442 22754 496647 265347 79642 1496 11165452 10176074 1120899 989378 1069210 575933 15000 4398944 2205838 276473 155918 53000 800000 800000 1129473 955918 X 2031896 633286 1237575 616634 3269471 1249920 4398944 2205838 -2462928 443377 0 X X 0 1 X 1 1 1 X 2771197 2078314 4090131 4272980 1879123 15091745 2771197 2078314 4090131 4272980 1879123 15091745 15091745 70488 22336 25363 79353 64641 262181 1600 1600 758 10366 11124 15366650 0.98210 0.98200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 323007 16962 339969 302470 22700 -2163 323007 343805 -38961 -2374 302470 289884 53921 343805 271444 18440 289884 1.00000 0 0 295629 295629 9364284 8788108 576176 1451461 1347638 103823 54078 40328 13750 989378 X 2243570 443377 7998 451375 1792195 6420 -43331 -36911 1755284 4263121 7998 43331 51329 4211792 6420 6420 4218212 PART X, LINE 2: THE ORGANIZATION RECOGNIZES UNCERTAIN TAX POSITIONS IN THE 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 FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENT EXPENSES -43,331. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES 43,331. GALA 191334 109650 81684 14769 11106 4700 56935 191334 109650 81684 14769 11106 4700 56935 87510 -5826 0 0 0 0 0 0 0 0 0 MICHAEL HUGHES CEO 0 289011 0 0 0 0 0 6110 0 227 0 295348 0 0 CATHERINE DYCIEWSKI CAO 0 155393 0 0 0 0 0 7692 0 5177 0 168262 0 0 KATHLEEN DI NOLFI CHIEF PROGRAM OFFICER 0 144862 0 0 0 0 0 7234 0 16 0 152112 0 0 PART I, LINE 3 MICHAEL HUGHES AND THE OFFICERS LISTED IN FORM 990, PART VII, ARE COMPENSATED BY THE RELATED ORGANIZATION, A NEW LEAF, INC., FOR SERVICES PROVIDED TO THE FILING ORGANIZATION AND RELATED ORGANIZATIONS. A NEW LEAF, INC. EMPLOYS THE MANAGEMENT GROUP FOR ALL RELATED AFFILIATES. THE FILING ORGANIZATION RELIED ON A NEW LEAF, INC., WHICH USED ONE OR MORE OF THE METHODS DESCRIBED IN PART I, LINE 3 TO ESTABLISH EXECUTIVE COMPENSATION. X 32681 SELLING PRICE OF GOODS X 6 13666 SELLING PRICE OF GOODS X GIFTS AND GIFT CARDS 40 31435 SELLING PRICE OF GOO X DONATED AUCTION ITEMS 1 12829 SELLING PRICE OF GOO X SCHOOL SUPPLIES 3 2185 SELLING PRICE OF GOO X HYGIENE 2 1200 SELLING PRICE OF GOO 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN B OF PART I 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 A, LINE 3 THE DAY-TO-DAY OPERATIONS ARE MANAGED BY A NEW LEAF, INC., AN ARIZONA NONPROFIT CORPORATION EXEMPT FROM TAX UNDER INTERNAL REVENUE SECTION 501(C)(3). SEE SCHEDULE R. A NEW LEAF, INC. BECAME THE SOLE MEMBER OF HOMEWARD BOUND DURING THE YEAR ENDED JUNE 30, 2024. FORM 990, PART VI, SECTION A, LINE 4 THE ARTICLES OF INCORPORATION WERE AMENDED TO STATE THAT A NEW LEAF, INC., AN ARIZONA NONPROFIT CORPORATION, SHALL BE THE SOLE MEMBER OF HOMEWARD BOUND AND SHALL HAVE THE POWER TO MANAGE AND CONTROL THE AFFAIRS AND PROPERTY OF HOMEWARD BOUND. FORM 990, PART VI, SECTION A, LINE 6 A NEW LEAF, INC., AN ARIZONA NONPROFIT CORPORATION, IS THE ORGANIZATION'S SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES THAT HAVE THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. 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 CEO OF A NEW LEAF, INC. 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 DISCUSSIONS OR VOTE WHEN POTENTIAL CONFLICTS 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 BOARD OF DIRECTORS REVIEWS THE CEO'S PERFORMANCE ON AN ANNUAL BASIS, AND USING MARKET INFORMATION, SETS COMPENSATION ACCORDINGLY. OTHER OFFICERS OR KEY EMPLOYEES ARE REVIEWED ANNUALLY BY THE CEO WHO RECOMMENDS ANY CHANGES TO COMPENSATION TO THE CHAIRPERSON OF THE BOARD OF DIRECTORS FOR APPROVAL. ALL CHANGES MADE ARE REPORTED TO THE BOARD OF DIRECTORS BY THE CEO. FORM 990, PART VI, SECTION C, LINE 18 A PUBLIC COPY OF THE FORM 990 AND THE FORM 1023 ARE AVAILABLE ON A NEW LEAF, INC.'S WEBSITE (A RELATED ORGANIZATION, SEE SCHEDULE R) AT WWW.TURNANEWLEAF.ORG. FORM 990, PART VI, SECTION C, LINE 19 A PUBLIC COPY OF THE FORM 990, FORM 1023, 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 XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. A NEW LEAF INC 868 E UNIVERSITY DR MESA AZ 85203 860256667 BEHAVIORAL HEALTH SERVICES AZ 501(C)(3) LINE 7 N/A 0 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 0 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 0 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 0 A NEW LEAF COTTAGES INC 868 E UNIVERSITY DR MESA AZ 85203 860225726 LOW INCOME HOUSING AZ 501(C)(3) LINE 10 A NEW LEAF INC 0 PROSPECT PARK I LP 868 E UNIVERSITY DR MESA AZ 85203 860899083 LOW INCOME HOUSING AZ N/A 0 0 LA MESITA APARTMENTS LP 868 E UNIVERSITY DR MESA AZ 85203 611676396 LOW INCOME HOUSING AZ N/A 0 0 LA MESITA APARTMENTS PHASE 3 LP 868 E UNIVERSITY DR MESA AZ 85203 371719843 LOW INCOME HOUSING AZ N/A 0 0 LA MESITA APARTMENTS LLC 868 E UNIVESITY DR MESA AZ 85203 352438064 LOW INCOME HOUSING AZ N/A C 0 LA MESITA APARTMENTS PHASE 3 LLC 868 E UNIVESITY DR MESA AZ 85203 371720046 LOW INCOME HOUSING AZ N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0