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 860820084 A NEW LEAF COTTAGES INC ANEW 4809694024 868 E UNIVERSITY DRIVE MESA AZ 85023 CATHERINE DYCIEWSKI CAO 4809694024 2025-05-12 1 0 SHARLYNN GARZA P02038329 4808394900 2025-04-30 2023 2025-03-06 01:10:19Z MICHAEL T HUGHES 868 E UNIVERSITY DRIVE MESA AZ 85023 270577 0 X WWW.TURNANEWLEAF.ORG X 1996 AZ PROVIDE HOUSING ASSISTANCE TO LOW INCOME CLIENTS AND SERVICES TO SPECIAL NEEDS CLIENTS. 26 26 0 27 0 0 0 0 225174 260172 3417 4860 3883 5545 232474 270577 0 0 0 0 32873 33265 0 0 0 200314 212024 233187 245289 -713 25288 1973121 1998722 1940048 1940361 33073 58361 PROVIDE HOUSING ASSISTANCE TO LOW INCOME CLIENTS AND SERVICES TO SPECIAL NEEDS CLIENTS. 0 0 224169 265717 A NEW LEAF COTTAGES, INC. IS THE DEVELOPER OF DESERT LEAF APARTMENTS (THE APARTMENTS). THE APARTMENTS ARE A 21-UNIT APARTMENT COMPLEX THAT INCLUDES ONSITE SUPPORTIVE SERVICES. NINETEEN OF THE UNITS WERE LEASED AND TWO UNITS WERE USED FOR COMMUNITY SERVICES AND DELIVERY SPACE. A NEW LEAF COTTAGES, INC. ALSO OWNS A HOME, CONTESSA, WHICH WAS LEASED AND IS AVAILABLE FOR SINGLE-FAMILY LIVING. 224169 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 26 26 1 1 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X X THE ORGANIZATION 4809694024 868 E UNIVERSITY DRIVE MESA AZ 85023 TYLER ABRAHAMS CHAIR 0.25 2.30 X X 0 0 0 PETER EBERLE VICE CHAIR 0.25 1.30 X X 0 0 0 CAROLYN IACOBELLI TREASURER 0.25 2.30 X X 0 0 0 KARA MCNAMARA SECRETARY 0.25 1.30 X X 0 0 0 FRANKLIN BENNETT BOARD MEMBER 0.25 1.30 X 0 0 0 ANNE BENNETT-PEREZ BOARD MEMBER 0.25 1.30 X 0 0 0 JACK BIGGS BOARD MEMBER 0.25 1.30 X 0 0 0 KIM BUTLER PERRY BOARD MEMBER 0.25 1.30 X 0 0 0 LISA CAPRIOTTI BOARD MEMBER 0.25 1.30 X 0 0 0 DAVID DUNLEVY BOARD MEMBER 0.25 1.30 X 0 0 0 MALCOLM GREEN BOARD MEMBER 0.25 1.30 X 0 0 0 RENEE HIGGS BOARD MEMBER 0.25 1.30 X 0 0 0 ELIZABETH HILL BOARD MEMBER 0.25 1.30 X 0 0 0 MICHAEL HUTCHINSON BOARD MEMBER 0.25 2.30 X 0 0 0 BETTY LYNCH BOARD MEMBER 0.25 1.30 X 0 0 0 ERIC MATTHIAS BOARD MEMBER 0.25 1.30 X 0 0 0 DEBORAH REVER BOARD MEMBER 0.25 1.30 X 0 0 0 CLARK RICHTER BOARD MEMBER 0.25 1.30 X 0 0 0 MARVIN ROBINSON BOARD MEMBER 0.25 1.30 X 0 0 0 WILLIAM SCOTT BOARD MEMBER 0.25 1.30 X 0 0 0 TODD SKINNER BOARD MEMBER 0.25 1.30 X 0 0 0 DEBORAH SMITH BOARD MEMBER (THRU APRIL 2024) 0.25 1.30 X 0 0 0 SHARON STINARD BOARD MEMBER 0.25 1.30 X 0 0 0 CHRIS TRENDLER BOARD MEMBER 0.25 1.30 X 0 0 0 DEANNA VILLANUEVA-SAUCEDO BOARD MEMBER 0.25 1.30 X 0 0 0 DAVID WOOLSTRUM BOARD MEMBER 0.25 1.30 X 0 0 0 CHRISTINA WORDEN BOARD MEMBER 0.25 1.30 X 0 0 0 MICHAEL HUGHES CEO 0.25 44.75 X 0 289011 6337 CATHERINE DYCIEWSKI CAO 0.25 44.75 X 0 155393 12869 CONSTANCE ORR COO 0.25 44.75 X 0 139289 7080 NICOLE SALTER CCO 0.25 44.75 X 0 122522 17760 0 706215 44046 0 0 1 0 0 TENANT RENTALS AND FEE 623990 260172 260172 260172 4860 4860 MISCELLANEOUS 623990 5545 5545 5545 270577 265717 0 4860 28138 28138 3281 3281 1846 1846 12000 6000 6000 747 747 15120 15120 17309 17309 53597 53597 53705 53705 2439 2439 REPAIRS AND MAINTENANCE 53861 53861 MISCELLANEOUS 3185 3185 LICENSES AND PERMITS 61 61 245289 224169 21120 0 153857 66170 342280 496197 333 2193 782 829 1947031 625723 1375013 1321308 100856 112025 1973121 1998722 5088 5151 1929025 1929025 5935 6185 1940048 1940361 X 33073 58361 33073 58361 1973121 1998722 25288 0 X X 0 1 X 1 1 1 X 1248 1466 40 2754 188049 198195 213242 225174 260172 1084832 189297 199661 213282 225174 260172 1087586 0 84820 95156 106895 137402 174200 598473 84820 95156 106895 137402 174200 598473 489113 2112 1156 1056 3417 4860 12601 2112 1156 1056 3417 4860 12601 3534 5411 5764 3883 5545 24137 194943 206228 220102 232474 270577 1124324 0.43500 0.49620 0.01120 0.00980 X 136125 136125 1810906 625723 1185183 1321308 UTILITY DEPOSITS 5549 RESERVE FOR REPLACEMENT 100479 TENANT SECURITY DEPOSIT 5997 112025 DUE TO A NEW LEAF, INC. 201 TENANT SECURITY DEPOSITS 5984 6185 X 270577 0 270577 0 270577 245289 0 245289 0 245289 PART X, LINE 2: A NEW LEAF COTTAGES, INC. RECOGNIZES UNCERTAINTY IN INCOME TAXES 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. 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 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. FORM 990, PART VI, SECTION A, LINE 2 FRANK BENNET AND ANNE PEREZ ARE FATHER/DAUGHTER. FORM 990, PART VI, SECTION A, LINE 3 A NEW LEAF COTTAGES, INC HAS NO STAFF OF THEIR OWN. THE DAY-TO-DAY OPERATIONS ARE MANAGED BY KAY-KAY REALTY CORP, A PROPERTY MANAGEMENT COMPANY. ADMINISTRATIVE OVERSIGHT IS PROVIDED BY A NEW LEAF, INC., A RELATED SEC 501(C)(3) ORGANIZATION, WHO DONATES THEIR SERVICES TO THIS ORGANIZATION SINCE THIS ORGANIZATION IS CONDUCTING ACTIVITIES THAT COMPLIMENT, ENHANCE, AND FURTHER THE TAX-EXEMPT PURPOSES OF A NEW LEAF, INC. FORM 990, PART VI, SECTION A, LINE 7A DIRECTORS SHALL BE APPOINTED BY A NEW LEAF, INC. DIRECTORS MAY BE REMOVED AT ANY TIME WITHOUT CAUSE BY THE MEMBER. FORM 990, PART VI, SECTION A, LINE 8B A NEW LEAF COTTAGES, INC. DOES NOT HAVE A COMMITTEE WITH 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 A CONFLICT OF INTEREST FORM 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 VOTES WHEN POTENTIAL CONFLICT OF INTEREST ARISE. BOARD MEMBERS COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY, WHICH IS MAINTAINED BY THE GOVERNANCE COMMITTEE AND THE CEO. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN EITHER THE OVERSIGHT PROCESS OR THE SELECTION PROCESS. 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