2026-05-13T18:54:59-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 2055 E WARNER RD STE 101 TEMPE AZ 85284 990 2024-07-01 860820084 A NEW LEAF COTTAGES INC ANEW 4809694024 868 E UNIVERSITY DRIVE MESA AZ 85023 CASSANDRA IRBY CFO 4809694024 2026-05-12 1 0 SHARLYNN GARZA P02038329 4808394900 2026-05-05 2024 2025-03-06 01:10:19Z MICHAEL T HUGHES 868 E UNIVERSITY DRIVE MESA AZ 85023 250113 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 260172 247622 4860 2491 5545 0 270577 250113 0 0 0 0 33265 67816 0 0 0 212024 238688 245289 306504 25288 -56391 1998722 1553909 1940361 1951939 58361 -398030 PROVIDE HOUSING ASSISTANCE TO LOW INCOME CLIENTS AND SERVICES TO SPECIAL NEEDS CLIENTS. 0 0 287104 247622 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. 287104 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 CASSANDRA IRBY 4809694024 868 E UNIVERSITY DRIVE MESA AZ 85023 TYLER ABRAHAMAS 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 ANNE 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 ALLEN 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 (THROUGH 4/2025) 0.25 1.30 X 0 0 0 SHARON KAY 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 CHIEF EXECUTIVE OFFICER 0.25 44.00 X 0 308665 5886 CATHERINE DYCIEWSKI CHIEF ADMINISTRATIVE OFFIC 0.25 44.00 X 0 154496 16722 NICOLE SALTER CHIEF COMPLIANCE OFFICER 0.25 44.00 X 0 129472 11629 DAWN NOONAN CHIEF OPERATING OFFICER 0.25 44.00 X 0 120568 11885 0 713201 46122 0 0 1 0 0 TENANT RENTALS AND FEE 623990 247622 247622 247622 2491 2491 250113 247622 0 2491 54572 54572 9153 9153 4091 4091 12000 6000 6000 1142 1142 13400 13400 34 34 20721 20721 51167 51167 1677 1677 53704 53704 829 829 REPAIRS AND MAINTENANCE 64485 64485 BAD DEBT 16613 16613 MISCELLANEOUS 2916 2916 306504 287104 19400 0 66170 42328 496197 79563 2193 13 829 1947031 679427 1321308 1267604 112025 164401 1998722 1553909 5151 16529 1929025 1929025 6185 6385 1940361 1951939 X 58361 -398030 58361 -398030 1998722 1553909 X -56391 -400000 X X 0 1 X 1 1 1 X 1466 40 1506 198195 213242 225174 260172 247622 1144405 199661 213282 225174 260172 247622 1145911 0 95156 106895 137402 174200 144272 657925 95156 106895 137402 174200 144272 657925 487986 1156 1056 3417 4860 2491 12980 1156 1056 3417 4860 2491 12980 5411 5764 3883 5545 20603 206228 220102 232474 270577 250113 1179494 0.41370 0.43500 0.01100 0.01120 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 5,411. 2021 AMOUNT: $ 5,764. 2022 AMOUNT: $ 3,883. 2023 AMOUNT: $ 5,545. 2024 AMOUNT: $ 0. 136125 136125 1810906 679427 1131479 1267604 UTILITY DEPOSITS 5549 RESERVE FOR REPLACEMENT 152668 TENANT SECURITY DEPOSIT 6184 164401 DUE TO A NEW LEAF, INC. 201 TENANT SECURITY DEPOSITS 6184 6385 X 250113 0 250113 0 250113 306504 0 306504 0 306504 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, 2025, 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 CHIEF EXECUTIVE OFFICER 0 308665 0 0 0 0 0 5659 0 227 0 314551 0 0 CATHERINE DYCIEWSKI CHIEF ADMINISTRATIVE OFFIC 0 154496 0 0 0 0 0 7805 0 8917 0 171218 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 CFO AND CEO OF A NEW LEAF, INC. FOR THEIR REVIEW AND DISCUSSION. ONCE APPROVED BY THE CFO 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 XI, LINE 9: TRANSFER TO AFFILIATE -400,000. FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN EITHER THE OVERSIGHT PROCESS OR THE SELECTION PROCESS. 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 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 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 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 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 UNIVERSITY DR MESA AZ 85203 352438064 LOW INCOME HOUSING AZ N/A C 0 LA MESITA APARTMENTS PHASE 3 LLC 868 E UNIVERSITY 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 0 1 1 1 0 1 0