2026-05-13T13:53:34-05:00 2025-06-30 872525370 CITRIN COOPERMAN ADVISORS LLC 28601 CHAGRIN BLVD SUITE 210 WOODMERE OH 44122 990 2024-07-01 341640416 LAKE GEAUGA EDUCATIONAL ASSISTANCE FOUNDATION LAKE 4405257095 7700 CLOCKTOWER DRIVE C-2048 KIRTLAND OH 44094 HALLIE PALLANTE TREASURER 4405257095 2026-05-13 1 0 DAVID REAPE P00068117 2168311200 2026-05-13 2024 2025-03-06 01:10:19Z HALLIE PALLANTE 7700 CLOCKTOWER DR C KIRTLAND OH 44094 652368 0 X WWW.LEAF-OHIO.ORG X 1989 OH LEAF EMPOWERS LEARNERS TO PLAN FOR THEIR FUTURE THROUGH CAREER, EDUCATION, AND FINANCIAL AID ADVISORY SERVICES. 10 10 13 10 33675 0 209454 320195 272969 310792 3270 8485 32681 3652 518374 643124 53125 55850 8174 0 227005 342634 0 0 38967 181355 110826 469659 509310 48715 133814 352227 486041 0 0 352227 486041 X LEAF EMPOWERS LEARNERS TO PLAN FOR THEIR FUTURE THROUGH CAREER, EDUCATION, AND FINANCIAL AID ADVISORY SERVICES. 0 0 320693 LEAF SERVES 24 SCHOOLS (16,000+) STUDENTS IN LAKE, GEAUGA, CUYAHOGA, AND PORTAGE COUNTIES. ADVISORY SERVICES INCLUDE: CAREER EXPLORATION; COLLEGE/CAREER TECHNICAL EDUCATION PROGRAM SEARCH; UNDERSTANDING THE COLLEGE ADMISSION PROCESS; FEE WAIVERS FOR ADMISSION APPLICATIONS AND SATS/ACTS; UNDERSTANDING THE FINANCIAL AID PROCESS; FILING THE FAFSA FORM; COMPLETION OF OTHER FINANCIAL AID DOCUMENTS, SUCH AS THE CCS PROFILE, INSTITUTIONAL FORMS, AND CHANGE OF CIRCUMSTANCE FORMS; SCHOLARSHIP SEARCH; UNDERSTANDING EDUCATION FUNDING OPTIONS, INCLUDING STUDENT LOANS; INTERPRETING FINANCIAL AID OFFERS. LEAF ALSO PUBLISHES THE RESOURCE GUIDE FOR PATHWAY SUCCESS; JUNIOR, SENIOR, AND CAREER LEAFLETS; AND 16 E-NEWSLETTERS THAT ARE GRADE SPECIFIC. PUBLICATIONS ARE DIRECTED TO CONTRACT SCHOOL CONSTITUENCIES ONLY. ADVISORS MEET INDIVIDUAL STUDENTS AND FAMILIES AT THE HIGH SCHOOL, VIRTUALLY, OR AT THE RESOURCE CENTER. THEY ALSO FACILITATE IN-SCHOOL PRESENTATIONS, A FINANCIAL AID NIGHT, AND OFTEN A FINANCIAL AID FILING NIGHT, WHICH ASSISTS IN FILING THE FAFSA FORM. 55850 55850 12842 SCHOLARSHIP MANAGEMENT:LEAF MANAGES AND ADMINISTERS SCHOLARSHIPS FOR SEVERAL THIRD- PARTY ORGANIZATIONS (KNOWN AS COMMUNITY SCHOLARSHIPS). THESE COMMUNITY SCHOLARSHIPS ARE FUNDED BY THE CLEVELAND FOUNDATION HARRIET B. STORRS FUND, THE CLEVELAND FOUNDATION WILLIS KELLY SCHOLARSHIP FUND, WILLOUGHBY SOUTH ALUMNI, WESTERN RESERVE JUNIOR LEAGUE, ABB, EASTERN LAKE COUNTY CHAMBER OF COMMERCE, ERIE AFFILIATES, AND THREE MEMORIAL FUNDS. LEAF CHARGES A NOMINAL ADMINISTRATIVE FEE TO MANAGE THESE SCHOLARSHIPS. IN ADDITION, LEAF MANAGES AND ADMINISTERS SCHOLARSHIPS THAT ARE FUNDED BY OUR OWN DONORS AND FUNDRAISING EFFORTS. 33675 THE RESOURCE CENTER, LOCATED AT THE LEAF OFFICES IN KIRTLAND, OFFERS THE SAME SERVICES IDENTIFIED ABOVE TO LEARNERS AND THEIR FAMILIES AT NO CHARGE. SERVICES ARE OFFERED BY APPOINTMENT DURINGLIMITED TIMES, BOTH IN PERSON AND VIRTUALLY. THE RESOURCE CENTER ALSO OFFERS VIRTUAL SESSIONS, TYPICALLY ON MONDAY NIGHTS DURING THE SCHOOL YEAR, ON A VARIETY OF TOPICS THAT INCLUDE CAREEROPTIONS, SUCH AS THE TRADES, MANUFACTURING, CERTIFICATE EDUCATION, AND THE MILITARY, AS WELL AS OTHER TOPICS SUCH AS SCHOLARSHIPS 101, FINANCING YOUR EDUCATION, AND HOW COLLEGES RECRUIT ATHLETES. EACH SESSION HAS A SUBJECT EXPERT, OR A PANEL OF SUBJECT EXPERTS FACILITATED BY LEAF STAFF. ATTENDANCE VARIES BY TOPIC. REGISTRATION IS REQUIRED AND THOSE WHO REGISTER CAN REQUEST A VIDEO OF THE SESSION. ALL SESSIONS ARE OPEN TO THE COMMUNITY AT LARGE. 376543 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 13 1 1 1 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 OH X PATRICIA EGAN 4405257095 7700 CLOCKTOWER DRIVE ROOM C-2048 KIRTLAND OH 44094 PATRICIA G EGAN EXECUTIVE DIRECTOR 40.00 X X 84105 0 0 KIMBERLY WALTER DIRECTOR 5.00 X 0 0 0 MEGAN KRIPPEL PRESIDENT 5.00 X X 0 0 0 HALLIE PALLANTE TREASURER 5.00 X X 0 0 0 TRISHA GUMTO SECRETARY 5.00 X X 0 0 0 AMY CAPITENA-DUFOUR DIRECTOR 2.00 X 0 0 0 AMY SEIFERT DIRECTOR 2.00 X 0 0 0 JOSEPH GLAVAN DIRECTOR 2.00 X 0 0 0 ANTHONY PODOJIL DIRECTOR 2.00 X 0 0 0 JOHN CROOKS DIRECTOR 2.00 X 0 0 0 BRANDON ROBINSON VICE PRESIDENT 5.00 X X 0 0 0 AMBREEN HASSAN DIRECTOR 2.00 X 0 0 0 84105 0 0 0 0 0 0 0 133574 186621 320195 HIGH SCHOOL ADVISORY S 611710 264275 264275 ADVERTISING 541800 33675 33675 SCHOLARSHIP ADMINISTRA 611710 12842 12842 310792 8485 8485 6847 9244 -2397 -2397 MISC REVENUE 999999 6049 700 5349 6049 643124 277817 33675 11437 55850 55850 84106 63079 11775 9252 174651 130988 24451 19212 5314 3985 744 585 3000 2250 420 330 75563 53502 14214 7847 27876 27876 571 571 2825 2119 706 42359 36944 5415 10648 8101 1512 1035 4426 4426 3224 2418 806 OTHER EXPENSES 15084 11313 3771 DUES & SUBSCRIPTION 3686 3686 MISC EXPENSES 127 1 126 509310 376543 93800 38967 24277 23666 248866 375855 79084 86520 352227 486041 0 0 X 153761 266342 198466 219699 352227 486041 352227 486041 133814 0 X X 0 1 X 1 0 X 214199 370104 204512 209454 320195 1318464 214199 370104 204512 209454 320195 1318464 1318464 298 91 182 3270 8485 12326 4068 4068 166 898 370 1279 6049 8762 1343620 1194204 0.98130 0.98480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21469 21469 21469 21469 21469 21469 21469 21469 21469 21469 1.00000 1 0 0 INVESTMENTS AT CLEVELAND FOUNDATION 86520 F 86520 X 652368 9244 9244 643124 0 643124 518554 0 518554 -9244 -9244 509310 PART V, LINE 4: LEAF ADMINISTRATION ENDOWMENT FUND IS TO BE USED FOR SCHOLARSHIPS AND RELATED ADMINISTRATION EXPENSES. PART X, LINE 2: LEAF IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AS A CHARITABLE ORGANIZATION WHERBY ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 509(A)(1) OF THE CODE, IS SUBJECT TO FEDERAL INCOME TAX. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSE PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSE FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990 PRIOR TO FILING, THE FORM 990 IS PRESENTED TO THE EXECUTIVE DIRECTOR AND FINANCE STAFF FOR REVIEW AND APPROVAL. THE FORM 990 IS THEN ELECTRONICALLY DISTRIBUTED TO THE BOARD OF DIRECTORS IN ADVANCE OF FILING. A BOARD OFFICER SIGNS THE 990 (8879-TE) AND THE 990 IS ELECTRONICALLY FILED. FORM 990, PART VI, SECTION B, LINE 12C ENFORCEMENT OF CONFLICTS POLICY EACH YEAR, THE BOARD MEMBERS ARE ASKED TO REVIEW THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. AMONG OTHER THINGS, THE POLICY MAKES CLEAR THAT ALL DECISIONS OF THE BOARD, OFFICERS, AND EMPLOYEES OF THE ORGANIZATION ARE MADE SOLELY ON THE BASIS OF DESIRE TO PROMOTE THE BEST INTEREST OF THE ORGANIZATION AND THE PUBLIC GOOD. THE CONFLICT OF INTEREST REQUIRES BOARD MEMBERS TO IDENTIFY, TO THE BEST OF THEIR KNOWLEDGE, AFFILIATIONS, AND ORGANIZATIONS THAT MAY BE POTENTIALLY RELATED TO THE FINANCIALS, OR SUBSTANTIVE OPERATIONS OF THE ORGANIZATION. THEY ARE ALO ASKED TO IDENTIFY CIRCUMSTANCES INVOLVING THEMSELVES, OR A MEMBER OF THEIR EXTENDED FAMILY, THAT MAY BE CONSIDERED AS A CONFLICT OF INTEREST. AT THE STAFF LEVEL, THE ORGANIZATION'S PERSONNEL ALSO ENSURE THAT THERE ARE NO CONFLICTS OF INTEREST WHEN CONSIDERING THE ENGAGEMENT OF A NEW VENDOR. IF A POTENTIAL CONFLICT IS IDENTIFIED, APPROPRIATE STEPS ARE TAKEN TO BOTH ASSESS THE NATURE OF TEH POTENTIAL CONFLICT OF INTEREST AND SUBSEQUENTLY, TO ENSURE THAT THE POSSIBILITY OF AN ACTUAL CONFLICT IS MITIGATED. SUCH MITIGATION IS MANAGED AND THE LETTER AND SPIRIT OF THE CONFLICTS POLICY ARE UPHELD. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION PROCESS FOR TOP OFFICIAL THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS REVIEWED AND APPROVED BY THE PRESIDENT OF THE BOARD OF DIRECTORS AFTER CONSIDERATION OF COMPARABLE DATA FROM OUTSIDE SOURCES. SALARY AND BENEFITS ARE DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION THE ORGANIZATION'S FORM 1023 AND FORM 990 ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FORM 990, WITHOUT SCHEDULE B, CAN ALSO BE FOUND ON SEVERAL PUBLICLY ACCESSIBLE WEBSITES.