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Nonprofiteer
← A NEW LEAF INC

Form 990 for tax year 2022

Filed by A NEW LEAF INC.

Totals

Total revenue
$39,872,015
Total expenses
$40,027,780
Contributions and grants received
$10,011,667
Grants paid
$6,014,405
Program service revenue
$29,443,658
Investment income
$367,904
Other revenue
$48,786
Total assets, end of year
$26,454,896
Total liabilities, end of year
$4,037,945
Net assets or fund balances, end of year
$22,416,951
Program services expenses (Part IX)
$32,613,156
Management and general expenses
$5,678,953
Fundraising expenses
$1,735,671
Program service expenses (Part III)
$32,613,156

Program services were 81.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $462,652

  • 1c · Fundraising events

    $20,509

  • 1d · Related organizations

    $1,771,900

  • 1f · All other contributions, gifts and grants

    $7,756,606

  • 1g · Noncash contributions included above

    $2,361,786

  • 2a · Program service revenue: GOVERNMENT CONTRACTS

    total $23,535,533 · related or exempt $23,535,533

  • 2b · Program service revenue: BEHAVIORAL HEALTH REVENUE

    total $5,333,327 · related or exempt $5,333,327

  • 2c · Program service revenue: CLIENT FEES

    total $415,779 · related or exempt $415,779

  • 2d · Program service revenue: OTHER PROGRAM REVENUE

    total $159,019 · related or exempt $159,019

  • 3 · Investment income

    total $315,776 · excluded $315,776

  • 6a · Gross rents

    real property $228,287

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $228,287

  • 6d · Net rental income or loss

    total $228,287 · excluded $228,287

  • 7a · Gross sales of assets other than inventory

    securities $58,928

  • 7b · Less cost or other basis and sales expenses

    securities $6,800

  • 7c · Gain or loss

    securities $52,128

  • 7d · Net gain or loss

    total $52,128 · excluded $52,128

  • 8a · Fundraising events: gross income

    $84,345

  • 8a · Fundraising events: contributions included on line 1c

    $20,509

  • 8b · Fundraising events: direct expenses

    $275,686

  • 8c · Net income from fundraising events

    total -$191,341 · excluded -$191,341

  • 9a · Gaming: gross income

    $11,840

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $11,840 · excluded $11,840

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $6,014,405 · program services $6,014,405

  • 5 · Compensation of officers, directors and key employees

    total $1,048,098 · program services $125,462 · management and general $773,199 · fundraising $149,437

  • 7 · Other salaries and wages

    total $19,070,110 · program services $15,179,006 · management and general $2,988,770 · fundraising $902,334

  • 8 · Pension plan contributions

    total $547,213 · program services $403,847 · management and general $118,294 · fundraising $25,072

  • 9 · Other employee benefits

    total $1,631,416 · program services $1,153,943 · management and general $398,924 · fundraising $78,549

  • 10 · Payroll taxes

    total $1,671,774 · program services $1,259,527 · management and general $334,400 · fundraising $77,847

  • 11b · Fees: legal

    total $73,528 · management and general $73,528

  • 11c · Fees: accounting

    total $142,874 · management and general $142,874

  • 11f · Fees: investment management

    total $84,564 · management and general $84,564

  • 11g · Fees: other

    total $2,319,659 · program services $2,257,585 · fundraising $62,074

  • 12 · Advertising and promotion

    total $239,882 · program services $6,110 · management and general $6,953 · fundraising $226,819

  • 13 · Office expenses

    total $522,149 · program services $433,131 · management and general $38,522 · fundraising $50,496

  • 14 · Information technology

    total $650,524 · program services $650,524

  • 16 · Occupancy

    total $2,014,960 · program services $1,715,632 · management and general $272,372 · fundraising $26,956

  • 17 · Travel

    total $614,190 · program services $541,715 · management and general $58,037 · fundraising $14,438

  • 19 · Conferences, conventions and meetings

    total $67,129 · program services $31,647 · management and general $18,553 · fundraising $16,929

  • 20 · Interest

    total $197,192 · program services $28,914 · management and general $129,905 · fundraising $38,373

  • 22 · Depreciation, depletion and amortization

    total $326,368 · program services $301,141 · management and general $24,156 · fundraising $1,071

  • 23 · Insurance

    total $672,387 · program services $553,468 · management and general $97,431 · fundraising $21,488

  • 24a · Other expenses: CONSTRUCTION COSTS

    total $1,564,919 · program services $1,564,919

  • 24b · Other expenses: EQUIPMENT LEASE, REPAIR

    total $438,560 · program services $358,531 · management and general $69,826 · fundraising $10,203

  • 24c · Other expenses: MISCELLANEOUS EXPENSES

    total $65,789 · management and general $48,256 · fundraising $17,533

  • 24d · Other expenses: BAD DEBT

    total $33,649 · program services $33,649

  • 24e · All other expenses

    total $16,441 · management and general $389 · fundraising $16,052

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $545,305 · end of year $855,964

  • 2 · Savings and temporary cash investments

    beginning of year $65,219 · end of year $951,909

  • 3 · Pledges and grants receivable

    beginning of year $6,041,022 · end of year $2,451,856

  • 4 · Accounts receivable

    beginning of year $2,834,500 · end of year $3,181,816

  • 7 · Other notes and loans receivable

    beginning of year $1,019,128 · end of year $1,032,668

  • 9 · Prepaid expenses and deferred charges

    beginning of year $261,514 · end of year $342,556

  • 10a · Land, buildings and equipment: cost or other basis

    $12,500,426

  • 10b · Land, buildings and equipment: accumulated depreciation

    $4,171,989

  • 10c · Land, buildings and equipment, net

    beginning of year $8,192,776 · end of year $8,328,437

  • 11 · Investments: publicly traded securities

    beginning of year $4,796,354 · end of year $4,954,227

  • 12 · Investments: other securities

    beginning of year $211,972 · end of year $266,810

  • 13 · Investments: program-related

    beginning of year $2,114,144 · end of year $1,842,588

  • 15 · Other assets

    beginning of year $2,305,987 · end of year $2,246,065

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,229,814 · end of year $2,341,869

  • 19 · Deferred revenue

    beginning of year $1,544,712 · end of year $894,201

  • 23 · Secured mortgages and notes payable

    beginning of year $192,930 · end of year $281,619

  • 24 · Unsecured notes and loans payable

    beginning of year $1,301,433

  • 25 · Other liabilities

    beginning of year $289,821 · end of year $520,256

  • 27 · Net assets without donor restrictions

    beginning of year $18,704,171 · end of year $15,725,401

  • 28 · Net assets with donor restrictions

    beginning of year $4,125,040 · end of year $6,691,550

Mission and programs · 2022

Mission

A NEW LEAF ADVANCES ITS MISSION OF "HELPING FAMILIES CHANGING LIVES" BY PROVIDING MEANINGFUL OPPORTUNITIES TO EMPOWER DISADVANTAGED INDIVIDUALS AND FAMILIES, AND TO CREATE A STRONGER AND HEALTHIER COMMUNITY. A NEW LEAF'S 37 PROGRAMS (CONTINUED ON SCHEDULE O)IN THE PHOENIX METRO AREA ADDRESS HOUSEHOLDS' IMMEDIATE AND LONGER-TERM NEEDS THROUGH A CONTINUUM OF CARE THAT PROMOTES SOCIAL AND ECONOMIC HEALTH AND STABILITY. SERVICES INCLUDE EMERGENCY SHELTER, SUPPORTIVE HOUSING, DOMESTIC AND SEXUAL VIOLENCE SUPPORT, FINANCIAL EMPOWERMENT, BEHAVIORAL AND PRIMARY HEALTH CARE, FOSTER CARE, EARLY CHILDHOOD EDUCATION, AND FAMILY SUPPORT. WITH 52 YEARS OF EXPERIENCE PROVIDING SOCIAL SERVICES TO LOCAL COMMUNITIES, A NEW LEAF ANTICIPATES IMPROVING MORE THAN 25,000 LIVES THIS YEAR THROUGH CULTURALLY RESPONSIVE PROGRAMMING THAT CULTIVATES EQUITY IN THE COMMUNITY.

Activities or mission (Part I)

A NEW LEAF ADVANCES ITS MISSION OF "HELPING FAMILIES...CHANGING LIVES" (CONTINUED ON SCH O).BY PROVIDING MEANING OPPORTUNITIES TO EMPOWER DISADVANTAGED INDIVIDUALS AND FAMILIES, AND TO CREATE A STRONGER AND HEALTHIER COMMUNITY. A NEW LEAF'S 37 PROGRAMS IN THE PHOENIX METRO AREA ADDRESS HOUSEHOLDS' IMMEDIATE AND LONGER-TERM NEEDS THROUGH A CONTINUUM OF CARE THAT PROMOTES SOCIAL AND ECONOMIC HEALTH AND STABILITY. SERVICES INCLUDE EMERGENCY SHELTER, SUPPORTIVE HOUSING, DOMESTIC AND SEXUAL VIOLENCE SUPPORT, FINANCIAL EMPOWERMENT, BEAHVIORAL AND PRIMARY HEALTH CARE, FOSTER CARE, EARLY CHILDHOOD EDUCATION, AND FAMILY SUPPORT. WITH 52 YEARS OF EXPERIENCE PROVIDING SOCIAL SERVICES TO LOCAL COMMUNITIES, A NEW LEAF ANTICIPATES IMPROVING MORE THAN 25,000 LIVES THIS YEAR THROUGH CULTURALLY RESPONSIVE PROGRAMMING THAT CULTIVATES EQUITY IN THE COMMUNITY.

  • YOUTH SERVICES - A NEW LEAF PROVIDES INTENSIVE SERVICES FOR VULNERABLE AND AT-RISK CHILDREN/YOUTH AND THEIR FAMILIES, TARGETING LOW-INCOME FAMILIES AND THOSE REFERRED BY THE DEPARTMENT OF CHILD SAFETY (DCS), AHCCCS, AND U.S. IMMIGRATION & CUSTOMS ENFORCEMENT, SERVING APPROXIMATELY 1,700 INDIVIDUALS ANNUALLY. PROGRAMS INCLUDE, FAMILY CONNECTIONS, NURTURING PARENTING, SUPERVISED VISITATION PROGRAM, TRADITIONAL, THERAPEUTIC, KINSHIP FOSTER CARE LICENSING, AND YOUTH REFUGEE SHELTER & FOSTER CARE.

    Expenses $9,406,974 · Grants $722,017 · Revenue $10,182,908

  • BEHAVIORAL HEALTH SERVICES - A NEW LEAF PROVIDES OUTPATIENT MENTAL HEALTH COUNSELING, THERAPEUTIC AFTER SCHOOL PROGRAMMING, IN-HOME/SCHOOL REHABILITATIVE BEHAVIORAL COACHING, CASE MANAGEMENT, AND MEDICATION MANAGEMENT FOR APPROXIMATELY 4,500 ADULTS, YOUTH, AND CHILDREN ANNUALLY, TARGETING LOW-INCOME HOUSEHOLDS IN THE PHOENIX METRO AREA. SERVICES ASSIST CLIENTS EXPERIENCING CHALLENGES, SUCH AS ADHD, DEPRESSION, ANXIETY DISORDERS, ADJUSTMENT DISORDERS, RELATIONSHIP ISSUES, AND TRAUMA-RELATED ISSUES, INCLUDING ABUSE, NEGLECT, AND DOMESTIC VIOLENCE. OUTPATIENT MENTAL HEALTH COUNSELING FOR ADULTS, YOUTH, CHILDREN, AND FAMILIES AT THREE INTEGRATED PRIMARY AND BEHAVIORAL HEALTH CLINICS, THROUGH TELEHEALTH, AND ONSITE AT PUBLIC SCHOOLS, SERVING APPROXIMATELY 3,425 INDIVIDUALS EACH YEAR. TREATMENT SPECIALTIES INCLUDE COGNITIVE BEHAVIORAL THERAPY (CBT), DIALECTICAL BEHAVIOR THERAPY (DBT), SOLUTION-FOCUSED THERAPY, PLAY THERAPY, AND TRAUMA-INFORMED APPROACHES TO CARE. THERAPEUTIC AFTER SCHOOL PROGRAMMING FOR CHILDREN AND YOUTH AT THE EAST VALLEY AFTER SCHOOL PROGRAM SITE IN MESA ALONG WITH THREE MESA ELEMENTARY SCHOOLS AND VIRTUALLY FOR CHILDREN WHO HAVE TRANSPORTATION CHALLENGES, SERVING APPROXIMATELY 500 CHILDREN ANNUALLY. BEHAVIORAL COACHING FOR CHILDREN AND YOUTH IN FAMILIES' HOMES, CLASSROOMS, OR COMMUNITY-BASED SETTINGS THROUGH THE PARENTS & CHILDREN TEAMING TOGETHER (PACCT) PROGRAM, SERVING APPROXIMATELY 125 CHILDREN ANNUALLY AND THEIR PARENTS/CAREGIVERS.

    Expenses $6,301,045 · Grants $14,233 · Revenue $5,569,804

  • SHELTER & HOUSING SERVICES - A NEW LEAF OFFERS EMERGENCY SHELTER AND HOUSING SUPPORT SERVICES TO ADDRESS HOMELESSNESS AND HOUSING INSTABILITY IN MARICOPA AND PINAL COUNTIES, TARGETING FAMILIES, SINGLE MEN, WOMEN (SINGLE AND WITH CHILDREN), DOMESTIC VIOLENCE SURVIVORS, AND INDIVIDUALS WHO HAVE EXPERIENCED CHRONIC HOMELESSNESS AND WITH SPECIAL ON-GOING NEEDS, SERVING APPROXIMATELY 3,030 INDIVIDUALS ANNUALLY. PROGRAMS INCLUDE SIX EMERGENCY SHELTERS, A BRIDGE-HOUSING PROGRAM FOR MEN IN TRANSITION FROM SHELTER TO STABLE HOUSING, TEMPORARY EMERGENCY SHELTER FOR ADULTS AND CHILDREN EXPERIENCING HOMELESSNESS DUE TO DOMESTIC VIOLENCE OR HUMAN TRAFFICKING, SUPPORTIVE HOUSING SERVICES PROVIDED AT THREE AFFORDABLE AND SUPPORTIVE HOUSING SITES, RAPID RE-HOUSING SERVICES, AND TENANT BASED RENTAL ASSISTANCE SUPPORT SERVICES. WRAP-AROUND SUPPORT SERVICES ARE PROVIDED FOR ALL SHELTER AND HOUSING CLIENTS TO ADDRESS SOCIAL DETERMINANTS OF HEALTH. SERVICES INCLUDE THE PROVISION OF BASIC NEEDS, INDIVIDUALIZED ASSESSMENTS, CASE MANAGEMENT, EMPLOYMENT ASSISTANCE, FINANCIAL COACHING, LIFE SKILLS DEVELOPMENT, TRANSPORTATION ASSISTANCE, CHILDREN'S PROGRAMMING, ACCESS TO BEHAVIORAL, PHYSICAL, AND DENTAL HEALTHCARE, PUBLIC BENEFITS ENROLLMENT, HOUSING NAVIGATION, ACCESS TO COMPUTERS, AND RESOURCES AND REFERRALS TO COMMUNITY SERVICE PARTNERS.

    Expenses $13,378,793 · Grants $5,190,426 · Revenue $6,634,236

  • SEXUAL & DOMESTIC VIOLENCE PROGRAMS - A NEW LEAF OFFERS A CONTINUUM OF SERVICES TO RESPOND TO DOMESTIC VIOLENCE, SEXUAL ASSAULT, AND HUMAN TRAFFICKING, FROM IMMEDIATE CRISIS STABILIZATION TO THE SUPPORT NEEDED TO ULTIMATELY BREAK FREE FROM AN ABUSIVE RELATIONSHIP, IMPACTING APPROXIMATELY 8,600 INDIVIDUALS ANNUALLY. SERVICES INCLUDE THREE SHELTER PROGRAMS PROVIDING UP TO 120 DAYS OF SAFETY AND SUPPORT, AN OVERFLOW SHELTER PROGRAM PROVIDING SAFETY INHOTELS WHEN ALL SHELTERS ARE FULL, COURT ADVOCACY SERVICES, ADVOCACY FOR VICTIMS OF SEXUAL ASSAULT FOR FORENSIC EXAMS AND REPORTING TO LAW ENFORCEMENT, TRAUMA INFORMED ART THERAPY WORKSHOPS, PARENTING WORKSHOPS, AND RAPID RE-HOUSING SERVICES.PHOENIX DAY EARLY CHILDHOOD EDUCATION CENTER - PHOENIX DAY IS A NATIONALLY ACCREDITED, 4-STAR QUALITY FIRST!, EARLY CHILDHOOD EDUCATION PROGRAM IN SOUTH-CENTRAL PHOENIX. PHOENIX DAY HELPS CLOSE THE OPPORTUNITY GAP, ENSURING 120 LOW-INCOME CHILDREN ANNUALLY DEVELOP THE COGNITIVE, LANGUAGE, SOCIAL, PHYSICAL, SELF-HELP, AND BEHAVIORAL SKILLS NEEDED TO SUCCEED IN SCHOOL AND LIFE. CHILDREN, AGES 6 WEEKS TO 5 YEARS OLD, PARTICIPATE IN EVIDENCE-BASED DAILY CURRICULUM WHICH ALIGNS WITH AZ DEPARTMENT OF EDUCATION EARLY LEARNING STANDARDS AND INFANT AND TODDLER DEVELOPMENTAL GUIDELINES. CLASSROOMS ARE BILINGUAL, EXPOSING CHILDREN TO SPANISH AND ENGLISH IN THEIR FORMATIVE YEARS OF LANGUAGE DEVELOPMENT, AND ENSURING ENGLISH LANGUAGE LEARNERS ARE PROFICIENT PRIOR TO ENTERING KINDERGARTEN. CHILDREN RECEIVE A HEALTHY BREAKFAST, LUNCH, AND SNACKS DAILY. PARENTS RECEIVE RESOURCES TO PROMOTE POSITIVE AND SUPPORTIVE PARENTING. PHOENIX DAY MAINTAINS A FOOD PANTRY AND A BACKPACK FOOD PROGRAM, PROVIDING PROVISIONS FOR FOOD-INSECURE HOUSEHOLDS. FAMILIES ARE ALSO REFERRED TO WORKFORCE DEVELOPMENT SERVICES, FINANCIAL LITERACY WORKSHOPS, BEHAVIORAL HEALTH COUNSELING, AND OTHER SERVICES PROVIDED BY A NEW LEAF.

    Expenses $3,526,344 · Grants $87,729 · Revenue $7,056,710

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • William Scott

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1.45 related

  • Tyler Abrahams

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 0.45 related

  • Rebecca Lindgren

    SECRETARY (RESIGNED)

    Total calculated
    $0
    Hours/week
    1 + 0.45 related

  • Carolyn Iacobelli

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1.45 related

  • Frank Bennett Sr

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 0.1 related

  • Anne Bennett-Perez

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 0.1 related

  • David Dunlevy

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 0.1 related

  • Peter Eberle

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 0.1 related

  • Renee Higgs

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 0.45 related

  • Elizabeth Ann Hill

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 0.1 related

  • Mike Hutchinson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1.1 related

  • Kara Johnson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 0.1 related

  • Betty Lynch

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 0.1 related

  • Eric Matthias

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 0.1 related

  • Deborah Rever

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 0.1 related

  • Clark Richter

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 0.1 related

  • Marvin Robinson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 0.1 related

  • Todd Skinner

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 0.1 related

  • Deborah Smith

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 0.45 related

  • Sharon Stinard

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 0.1 related

  • Deanna Villanueva-Saucedo

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 0.45 related

  • Dave Woolstrum

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 0.1 related

  • Christina Worden

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 0.45 related

  • Philip McLaughlin

    BOARD MEMBER (RESIGNED)

    Total calculated
    $0
    Hours/week
    1 + 0.1 related

  • Thewodros Asfaw

    BOARD MEMBER (RESIGNED)

    Total calculated
    $0
    Hours/week
    1 + 0.1 related

  • Michael Hughes

    CEO

    Total calculated
    $295,348
    From this org
    $289,011
    From related orgs
    $0
    Other
    $6,337
    Hours/week
    41.5 + 3.5 related

    Schedule J breakdown matched by us

    Base
    $289,011
    Bonus
    $0
    Other
    $0
    Deferred
    $6,110
    Nontaxable benefits
    $227
    Filer's total
    $295,348

  • Catherine Dyciewski

    CAO

    Total calculated
    $168,262
    From this org
    $155,393
    From related orgs
    $0
    Other
    $12,869
    Hours/week
    41.5 + 3.5 related

    Schedule J breakdown matched by us

    Base
    $155,393
    Bonus
    $0
    Other
    $0
    Deferred
    $7,692
    Nontaxable benefits
    $5,177
    Filer's total
    $168,262

  • Constance Orr

    COO

    Total calculated
    $146,369
    From this org
    $139,289
    From related orgs
    $0
    Other
    $7,080
    Hours/week
    41.75 + 3.5 related

  • Kathleen Di Nolfi

    CHIEF PROGRAM OFFICER

    Total calculated
    $152,112
    From this org
    $144,862
    From related orgs
    $0
    Other
    $7,250
    Hours/week
    41.75 + 3.25 related

    Schedule J breakdown matched by us

    Base
    $144,862
    Bonus
    $0
    Other
    $0
    Deferred
    $7,234
    Nontaxable benefits
    $16
    Filer's total
    $152,112

  • Joseph Dulin

    CHIEF PHILANTHROPY OFFICER

    Total calculated
    $140,399
    From this org
    $125,542
    From related orgs
    $0
    Other
    $14,857
    Hours/week
    41.75 + 3.25 related

  • Nicole Salter

    CHIEF COMMERCIAL OFFICER

    Total calculated
    $134,302
    From this org
    $122,522
    From related orgs
    $0
    Other
    $11,780
    Hours/week
    41.75 + 3.25 related

  • Jeffrey Gehling

    DIRECTOR OF IT

    Total calculated
    $116,331
    From this org
    $104,821
    From related orgs
    $0
    Other
    $11,510
    Hours/week
    40

  • Wayne McLntosh

    DIRECTOR OF MEDICAL SERVIC

    Total calculated
    $211,462
    From this org
    $195,857
    From related orgs
    $0
    Other
    $15,605
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $195,857
    Bonus
    $0
    Other
    $0
    Deferred
    $10,070
    Nontaxable benefits
    $5,535
    Filer's total
    $211,462

  • Evalyn Aki

    NURSE PRACTITIONER

    Total calculated
    $171,954
    From this org
    $158,529
    From related orgs
    $0
    Other
    $13,425
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $158,529
    Bonus
    $0
    Other
    $0
    Deferred
    $8,154
    Nontaxable benefits
    $5,271
    Filer's total
    $171,954

  • Bradley Harris

    SENIOR DIRECTOR OF ESTATE AND GIFT PLANNING

    Total calculated
    $111,581
    From this org
    $106,689
    From related orgs
    $0
    Other
    $4,892
    Hours/week
    40

  • Beau Gardner

    NURSE PRACTITIONER

    Total calculated
    $124,256
    From this org
    $111,770
    From related orgs
    $0
    Other
    $12,486
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • PROSPECT PARK I LP

    EXCLUDED · LOW-INCOME HOUSING · AZ · 0.1% owned · share of income $22 · share of assets $1,151

    Directly controlled by PROSPECT PARK LLC

  • LA MESITA APARTMENTS LP

    EXCLUDED · LOW-INCOME HOUSING · AZ · 0.1% owned · share of income -$16 · share of assets $1,355

    Directly controlled by LA MESITA APARTMENTS LLC

  • LA MESITA APARTMENTS PHASE 3

    EXCLUDED · LOW-INCOME HOUSING · AZ · 0.1% owned · share of income -$29 · share of assets $733

    Directly controlled by A NEW LEAF INC

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • LA MESITA APARTMENTS LLC

    C · LOW-INCOME HOUSING · AZ · 100% owned · share of income $12,668 · share of assets $12,312

    Directly controlled by A NEW LEAF INC

  • LA MESITA APARTMENTS PHASE 3 LLC

    C · LOW-INCOME HOUSING · AZ · 100% owned · share of income $11,593 · share of assets $11,520

    Directly controlled by A NEW LEAF INC

Provenance

Return type
form_990
Tax year
2022
Filed
9 May 2024
IRS schema version
2022v5.0
Source object
202431349349307118

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