2024-05-13T14:58:29-05:00 2023-06-30 390859910 BAKER TILLY US LLP 2055 E WARNER RD STE 101 TEMPE AZ 85284 990 2022-07-01 860256667 A NEW LEAF ANEW 4809694024 868 E UNIVERSITY DR MESA AZ 85203 CATHERINE DYCIEWSKI CAO 4809694024 2024-05-09 1 CATHERINE DYCIEWSKI 999009999 0 COLETTE KAMPS CPA P00367616 4808394900 2024-05-09 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z MICHAEL HUGHES 868 E UNIVERSITY DR MESA AZ 85203 40154501 0 X WWW.TURNANEWLEAF.ORG X 1971 AZ 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. 22 22 697 150 0 0 9034089 10011667 22393412 29443658 176623 367904 58802 48786 31662926 39872015 3480293 6014405 0 0 20337817 23968611 0 0 1735671 7681697 10044764 31499807 40027780 163119 -155765 28387921 26454896 5558710 4037945 22829211 22416951 X 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. 0 0 9406974 722017 10182908 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. 6301045 14233 5569804 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. 13378793 5190426 6634236 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. 3526344 87729 7056710 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. 3526344 87729 7056710 32613156 1 1 0 0 0 0 0 0 0 1 1 0 1 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 51 0 697 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X THE ORGANIZATION 4809694024 868 E UNIVERSITY DR MESA AZ 85203 WILLIAM SCOTT CHAIR 1.00 1.45 X X 0 0 0 TYLER ABRAHAMS VICE CHAIR 1.00 0.45 X X 0 0 0 REBECCA LINDGREN SECRETARY (RESIGNED) 1.00 0.45 X X 0 0 0 CAROLYN IACOBELLI TREASURER 1.00 1.45 X X 0 0 0 FRANK BENNETT SR BOARD MEMBER 1.00 0.10 X 0 0 0 ANNE BENNETT-PEREZ BOARD MEMBER 1.00 0.10 X 0 0 0 DAVID DUNLEVY BOARD MEMBER 1.00 0.10 X 0 0 0 PETER EBERLE BOARD MEMBER 1.00 0.10 X 0 0 0 RENEE HIGGS BOARD MEMBER 1.00 0.45 X 0 0 0 ELIZABETH ANN HILL BOARD MEMBER 1.00 0.10 X 0 0 0 MIKE HUTCHINSON BOARD MEMBER 1.00 1.10 X 0 0 0 KARA JOHNSON BOARD MEMBER 1.00 0.10 X 0 0 0 BETTY LYNCH BOARD MEMBER 1.00 0.10 X 0 0 0 ERIC MATTHIAS BOARD MEMBER 1.00 0.10 X 0 0 0 DEBORAH REVER BOARD MEMBER 1.00 0.10 X 0 0 0 CLARK RICHTER BOARD MEMBER 1.00 0.10 X 0 0 0 MARVIN ROBINSON BOARD MEMBER 1.00 0.10 X 0 0 0 TODD SKINNER BOARD MEMBER 1.00 0.10 X 0 0 0 DEBORAH SMITH BOARD MEMBER 1.00 0.45 X 0 0 0 SHARON STINARD BOARD MEMBER 1.00 0.10 X 0 0 0 DEANNA VILLANUEVA-SAUCEDO BOARD MEMBER 1.00 0.45 X 0 0 0 DAVE WOOLSTRUM BOARD MEMBER 1.00 0.10 X 0 0 0 CHRISTINA WORDEN BOARD MEMBER 1.00 0.45 X 0 0 0 PHILIP MCLAUGHLIN BOARD MEMBER (RESIGNED) 1.00 0.10 X 0 0 0 THEWODROS ASFAW BOARD MEMBER (RESIGNED) 1.00 0.10 X 0 0 0 MICHAEL HUGHES CEO 41.50 3.50 X 289011 0 6337 CATHERINE DYCIEWSKI CAO 41.50 3.50 X 155393 0 12869 CONSTANCE ORR COO 41.75 3.50 X 139289 0 7080 KATHLEEN DI NOLFI CHIEF PROGRAM OFFICER 41.75 3.25 X 144862 0 7250 JOSEPH DULIN CHIEF PHILANTHROPY OFFICER 41.75 3.25 X 125542 0 14857 NICOLE SALTER CHIEF COMMERCIAL OFFICER 41.75 3.25 X 122522 0 11780 JEFFREY GEHLING DIRECTOR OF IT 40.00 0.00 X 104821 0 11510 WAYNE MCLNTOSH DIRECTOR OF MEDICAL SERVIC 40.00 0.00 X 195857 0 15605 EVALYN AKI NURSE PRACTITIONER 40.00 0.00 X 158529 0 13425 BRADLEY HARRIS SENIOR DIRECTOR OF ESTATE AND GIFT PLANNING 40.00 0.00 X 106689 0 4892 BEAU GARDNER NURSE PRACTITIONER 40.00 0.00 X 111770 0 12486 1654285 0 118091 11 0 1 0 CHASSE BUILDING TEAM 230 S SIESTA LANE TEMPE AZ 85281 CONSTRUCTION SERVICES 233302 DAYFORCE INC 3311 E OLD SHAKOPEE ROAD MINNEAPOLIS MN 55425 HUMAN RESOURCE AND PAYROLL SERVICES 192138 MARIA CASTRO DBA VINCENTS LANDSCAPING 5115 W GRENADINE ROAD LAVEEN AZ 85339 LANDSCAPING SERVICES 183607 ARIZONA PROTECTION AGENCY 8436 E SHEA BLVD 100 SCOTTSDALE AZ 85260 SECURITY SERVICES 176095 LYFT INC PO BOX 734714 CHICAGO IL 60673 RIDE SHARE SERVICE 161690 9 462652 20509 1771900 7756606 2361786 10011667 GOVERNMENT CONTRACTS 624100 23535533 23535533 BEHAVIORAL HEALTH REVENUE 624100 5333327 5333327 CLIENT FEES 624100 415779 415779 OTHER PROGRAM REVENUE 624100 159019 159019 29443658 315776 315776 228287 0 228287 228287 228287 58928 6800 52128 52128 52128 84345 20509 275686 -191341 -191341 11840 0 11840 11840 39872015 29443658 0 416690 6014405 6014405 1048098 125462 773199 149437 19070110 15179006 2988770 902334 547213 403847 118294 25072 1631416 1153943 398924 78549 1671774 1259527 334400 77847 73528 73528 142874 142874 84564 84564 2319659 2257585 62074 239882 6110 6953 226819 522149 433131 38522 50496 650524 650524 2014960 1715632 272372 26956 614190 541715 58037 14438 67129 31647 18553 16929 197192 28914 129905 38373 326368 301141 24156 1071 672387 553468 97431 21488 CONSTRUCTION COSTS 1564919 1564919 EQUIPMENT LEASE, REPAIR 438560 358531 69826 10203 MISCELLANEOUS EXPENSES 65789 48256 17533 BAD DEBT 33649 33649 16441 389 16052 40027780 32613156 5678953 1735671 545305 855964 65219 951909 6041022 2451856 2834500 3181816 1019128 1032668 261514 342556 12500426 4171989 8192776 8328437 4796354 4954227 211972 266810 2114144 1842588 2305987 2246065 28387921 26454896 2229814 2341869 1544712 894201 192930 281619 1301433 289821 520256 5558710 4037945 X 18704171 15725401 4125040 6691550 22829211 22416951 28387921 26454896 X -155765 10412 -266907 X X 0 1 X 1 1 1 X 8132565 9435123 12639137 9034089 10011667 49252581 84002 77249 78870 78868 639485 958474 8216567 9512372 12718007 9112957 10651152 50211055 5253737 44957318 30148 309571 497687 309940 544063 1691409 285808 17795 7050 11840 322493 52224957 0.86080 0.89410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1637852 58463 1696315 1735643 -97791 1637852 1580542 3275 151826 1735643 1475430 2631 102481 1580542 1428365 16193 30872 1475430 1.00000 0 0 1823243 1823243 9341908 2978864 6363044 813683 731892 81791 521592 461233 60359 8328437 INVESTMENT IN AFFILIATE 1401892 F INVESTMENT IN SUBSIDIARIES 440696 F 1842588 DUE FROM AFFILIATES 1006129 RESERVE REPLACEMENTS 160876 DEPOSITS 641181 BENEFICIAL INTEREST IN PERPETUAL TRUST 186472 OPERATING LEASE RIGHT-OF-USE ASSETS 225972 FINANCE LEASE RIGHT-OF-USE ASSETS 25435 2246065 DUE TO AFFILIATES 765 TENANT SECURITY DEPOSITS 3940 ACCRUED DEFERRED COMPENSATION 266810 FINANCE LEASES 22769 OPERATING LEASE LIABILITIES 225972 520256 X PART V, LINE 4: THE ENDOWMENT CONSISTS OF A FUND ESTABLISHED BY DONORS TO PROVIDE ANNUAL FUNDING FOR SPECIFIC ACTIVITIES AND GENERAL OPERATIONS OF LA MESITA SHELTER. PART X, LINE 2: THE ORGANIZATION RECOGNIZES UNCERTAINTY IN INCOME TAXES IN THE CONSOLIDATED 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, 2023, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. GALA 104854 20509 84345 97616 9556 168514 104854 20509 84345 97616 9556 168514 275686 -191341 1 CLIENT ASSISTANCE FOR RENT AND UTILITY VOUCHERS, CLOTHING, FOOD, HOTEL, TRANSPORTATION INCLUDING BUS TICKETS AND OTHER TYPES 16972 6014405 PART I, LINE 2: THE MAJORITY OF THE FUNDS FOR THE SPECIFIC ASSISTANCE TO INDIVIDUALS IS PAID DIRECTLY TO THE VENDORS OR RESOURCE PROVIDERS TO ENSURE THE GRANT IS USED AS INTENDED. X X X X X 0 0 0 0 0 0 0 0 0 MICHAEL HUGHES CEO 289011 0 0 0 0 0 6110 0 227 0 295348 0 0 0 WAYNE MCLNTOSH DIRECTOR OF MEDICAL SERVIC 195857 0 0 0 0 0 10070 0 5535 0 211462 0 0 0 EVALYN AKI NURSE PRACTITIONER 158529 0 0 0 0 0 8154 0 5271 0 171954 0 0 0 CATHERINE DYCIEWSKI CAO 155393 0 0 0 0 0 7692 0 5177 0 168262 0 0 0 KATHLEEN DI NOLFI CHIEF PROGRAM OFFICER 144862 0 0 0 0 0 7234 0 16 0 152112 0 0 0 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. X 789940 SELLING PRICE OF GOODS X 2 940704 SALE OF COMPARABLE PROP X 948 464742 SELLING PRICE OF GOODS X SUPPLIES 130 166400 SELLING PRICE OF GOO 0 1 0 PART I, COLUMN (B): COLMN B 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 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 THE CEO OF A NEW LEAF 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 DISCUSSION OR VOTES WHEN POTENTIAL CONFLICT 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 CEO'S SALARY IS DETERMINED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IN CONJUNCTION WITH AN ANNUAL PERFORMANCE REVIEW. THE EXECUTIVE COMMITTEE CONSIDERS COMPARATIVE MARKET DATA FOR SIMILAR POSITIONS IN COMPARABLE ORGANIZATIONS IN SETTING THE ANNUAL SALARY FOR THE CEO. THE CEO FOLLOWS A SIMILAR PROCESS IN SETTING THE SALARIES OF KEY EMPLOYEES AND OFFICERS OF THE ORGANIZATION WITH ANNUAL PERFORMANCE REVIEWS AND ANALYSIS OF MARKET DATA FOR SIMILAR POSITIONS IN COMPARABLE ORGANIZATIONS. THE BOARD OF DIRECTORS APPROVES THE SALARIES OF KEY EMPLOYEES AND OTHER OFFICERS IN THE BUDGET APPROVAL PROCESS FOR THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 A NEW LEAF, INC.'S FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE. A PUBLIC COPY OF THE FORM 990, 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 XI, LINE 9: LOSS ON INVESTMENT IN SUBSIDIARIES -271,556. CHANGE IN FAIR VALUE OF PERPETUAL TRUST 4,649. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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 1 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 1 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 1 A NEW LEAF COTTAGES INC 868 E UNIVERSITY DR MESA AZ 85203 860820084 LOW-INCOME HOUSING AZ 501(C)(3) LINE 10 A NEW LEAF INC 1 PROSPECT PARK I LP 868 E UNIVERSITY DR MESA AZ 85203 860899083 LOW-INCOME HOUSING AZ PROSPECT PARK LLC EXCLUDED 22 1151 0 0 0.00100 LA MESITA APARTMENTS LP 868 E UNIVERSITY DR MESA AZ 85203 611676396 LOW-INCOME HOUSING AZ LA MESITA APARTMENTS LLC EXCLUDED -16 1355 0 0 0.00100 LA MESITA APARTMENTS PHASE 3 868 E UNIVERSITY DR MESA AZ 85203 371719843 LOW-INCOME HOUSING AZ A NEW LEAF INC EXCLUDED -29 733 0 0 0.00100 LA MESITA APARTMENTS LLC 868 E UNIVERSITY DR MESA AZ 85203 352438064 LOW-INCOME HOUSING AZ A NEW LEAF INC C 12668 12312 1.00000 0 LA MESITA APARTMENTS PHASE 3 LLC 868 E UNIVERSITY DR MESA AZ 85203 371720046 LOW-INCOME HOUSING AZ A NEW LEAF INC C 11593 11520 1.00000 0 0 1 1 0 0 0 0 0 0 1 0 1 0 1 1 0 1 1 0