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LAKE GEAUGA EDUCATIONAL ASSISTANCE FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
LAKE GEAUGA EDUCATIONAL ASSISTANCE FOUNDATION (EIN 34-1640416)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-15
IRS object ID
202541359349304054
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-15T09:12:12-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN872525370PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CITRIN COOPERMAN ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line128601 CHAGRIN BLVD SUITE 210AddressLine1Txt
CityWOODMERECityNm
State AbbreviationOHStateAbbreviationCd
ZIP44122ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN341640416EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LAKE GEAUGA EDUCATIONAL ASSISTANCEBusinessNameLine1Txt
Business Name Line2MS PATRICIA EGANBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLAKEBusinessNameControlTxt
Phone4405257095PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17700 CLOCKTOWER DRIVE C-2048AddressLine1Txt
CityKIRTLANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44094ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPATRICIA EGANPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone4405257095PhoneNum
Signature2025-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID M REAPEPreparerPersonNm
PTINP00068117PTIN
Phone2168311200PhoneNum
Preparation2025-05-14PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerPATRICIA EGANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line17700 CLOCKTOWER DRAddressLine1Txt
CityC KIRTLANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44094ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$518,374GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.LEAF-OHIO.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1989FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionLEAF EMPOWERS LEARNERS TO PLAN FOR THEIR FUTURE THROUGH CAREER, EDUCATION, AND FINANCIAL AID ADVISORY SERVICES.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee14TotalEmployeeCnt
Total Volunteers10TotalVolunteersCnt
Total Gross UBI$31,450TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$204,512PYContributionsGrantsAmt
CY Contributions Grants$209,454CYContributionsGrantsAmt
PY Program Service Revenue$268,398PYProgramServiceRevenueAmt
CY Program Service Revenue$304,371CYProgramServiceRevenueAmt
PY Investment Income$182PYInvestmentIncomeAmt
CY Investment Income$3,270CYInvestmentIncomeAmt
PY Other Revenue$7,064PYOtherRevenueAmt
CY Other Revenue$1,279CYOtherRevenueAmt
PY Total Revenue$480,156PYTotalRevenueAmt
CY Total Revenue$518,374CYTotalRevenueAmt
PY Grants And Similar Paid$62,250PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$53,125CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$288,701PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$311,916CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$39,351CYTotalFundraisingExpenseAmt
PY Other Expenses$81,327PYOtherExpensesAmt
CY Other Expenses$104,618CYOtherExpensesAmt
PY Total Expenses$432,278PYTotalExpensesAmt
CY Total Expenses$469,659CYTotalExpensesAmt
PY Revenues Less Expenses$47,878PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$48,715CYRevenuesLessExpensesAmt
Total Assets BOY$365,512TotalAssetsBOYAmt
Total Assets EOY$352,227TotalAssetsEOYAmt
Total Liabilities BOY$51,602TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$313,910NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$352,227NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionLEAF EMPOWERS LEARNERS TO PLAN FOR THEIR FUTURE THROUGH CAREER, EDUCATION, AND FINANCIAL AID ADVISORY SERVICES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$303,695ExpenseAmt
Revenue$226,133RevenueAmt
DescLEAF SERVES 22 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.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$53,125ExpenseAmt
Grant$53,125GrantAmt
Revenue$15,341RevenueAmt
DescSCHOLARSHIP 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.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Revenue$31,450RevenueAmt
DescTHE 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.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$356,820TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee14EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PATRICIA EGANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4405257095PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17700 CLOCKTOWER DRIVE ROOM C-2048AddressLine1Txt
CityKIRTLANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44094ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
KEITH HOHMAN
PRESIDENT5.00Yes (X)Yes (X)$0$0$0
MEGAN KRIPPEL
VICE PRESIDENT5.00Yes (X)Yes (X)$0$0$0
HALLIE PALLANTE
TREASURER5.00Yes (X)Yes (X)$0$0$0
JACQUELINE SHERRY
SECRETARY5.00Yes (X)Yes (X)$0$0$0
AMY CAPITENA-DUFOUR
DIRECTOR2.00Yes (X)$0$0$0
LINDA MANGOSH
DIRECTOR2.00Yes (X)$0$0$0
ROBERT MALINOWSKI
DIRECTOR2.00Yes (X)$0$0$0
ANTHONY PODOJIL
DIRECTOR2.00Yes (X)$0$0$0
TAMEE TUCKER
DIRECTOR2.00Yes (X)$0$0$0
BRANDON ROBINSON
DIRECTOR2.00Yes (X)$0$0$0
PATRICIA G EGAN
EXECUTIVE DIRECTOR40.00Yes (X)$90,669$0$0
DR TRISTA WARREN
EXECUTIVE DIRECTOR40.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$90,669TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$209,454AllOtherContributionsAmt
Total Contributions$209,454TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
HIGH SCHOOL ADVISORY S611710$257,580$257,580
ADVERTISING541800$31,450$31,450
SCHOLARSHIP ADMINISTRA611710$15,341$15,341
FieldValueIRS element (for citing)
Total Program Service Revenue$304,371TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,270TotalRevenueColumnAmt
Exclusion$3,270ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Business999999BusinessCd
Total Revenue Column$1,279TotalRevenueColumnAmt
Related Or Exempt Func Income$48RelatedOrExemptFuncIncomeAmt
Exclusion$1,231ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,279OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$518,374TotalRevenueColumnAmt
Related Or Exempt Func Income$272,969RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$31,450UnrelatedBusinessRevenueAmt
Exclusion$4,501ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$53,125TotalAmt
Program Services$53,125ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$90,669TotalAmt
Program Services$68,003ProgramServicesAmt
Management And General$12,692ManagementAndGeneralAmt
Fundraising$9,974FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$136,336TotalAmt
Program Services$102,251ProgramServicesAmt
Management And General$19,088ManagementAndGeneralAmt
Fundraising$14,997FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$5,174TotalAmt
Program Services$3,881ProgramServicesAmt
Management And General$724ManagementAndGeneralAmt
Fundraising$569FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$3,000TotalAmt
Program Services$2,250ProgramServicesAmt
Management And General$420ManagementAndGeneralAmt
Fundraising$330FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$76,737TotalAmt
Program Services$54,588ProgramServicesAmt
Management And General$14,143ManagementAndGeneralAmt
Fundraising$8,006FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$15,670TotalAmt
Management And General$15,670ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$675TotalAmt
Management And General$675ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,860TotalAmt
Program Services$2,145ProgramServicesAmt
Fundraising$715FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$47,243TotalAmt
Program Services$38,437ProgramServicesAmt
Management And General$4,932ManagementAndGeneralAmt
Fundraising$3,874FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$7,952TotalAmt
Program Services$5,964ProgramServicesAmt
Management And General$1,113ManagementAndGeneralAmt
Fundraising$875FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,401TotalAmt
Program Services$1,401ProgramServicesAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$12,316TotalAmt
Program Services$12,316ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,052TotalAmt
Program Services$2,289ProgramServicesAmt
Management And General$763ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
RESOURCE CENTER$12,385$9,289$3,096
DUES & SUBSCRIPTIONS$806$806
MISCELLANEOUS EXPENSES$258$75$172$11

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$469,659TotalAmt
Program Services$356,820ProgramServicesAmt
Management And General$73,488ManagementAndGeneralAmt
Fundraising$39,351FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$25,207BOYAmt
EOY$24,277EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$208,388BOYAmt
EOY$248,866EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$62,000BOYAmt
EOY$0EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$69,917BOYAmt
EOY$79,084EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$365,512BOYAmt
EOY$352,227EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$5,498BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$46,104BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$51,602BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$131,876BOYAmt
EOY$153,761EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$182,034BOYAmt
EOY$198,466EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$313,910BOYAmt
EOY$352,227EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$365,512BOYAmt
EOY$352,227EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$48,715ReconcilationRevenueExpnssAmt
Prior Period Adjustments-$10,398PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$182,507CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$214,199CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$370,104CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$204,512CurrentTaxYearMinus1YearAmt
Current Tax Year$209,454CurrentTaxYearAmt
Total$1,180,776TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$182,507CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$214,199CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$370,104CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$204,512CurrentTaxYearMinus1YearAmt
Current Tax Year$209,454CurrentTaxYearAmt
Total$1,180,776TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$1,180,776PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$561CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$298CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$91CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$182CurrentTaxYearMinus1YearAmt
Current Tax Year$3,270CurrentTaxYearAmt
Total$4,402TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,882CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus2 Years$4,068CurrentTaxYearMinus2YearsAmt
Total$10,950TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,502CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$166CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$898CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$370CurrentTaxYearMinus1YearAmt
Current Tax Year$1,279CurrentTaxYearAmt
Total$4,215TotalAmt
FieldValueIRS element (for citing)
Total Support$1,200,343TotalSupportAmt
Gross Receipts Rltd Activities$1,190,765GrossReceiptsRltdActivitiesAmt
Public Support CY1700.98370PublicSupportCY170Pct
Public Support PY1700.97550PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$21,469BeginningYearBalanceAmt
End Year Balance$21,469EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$21,469BeginningYearBalanceAmt
End Year Balance$21,469EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$21,469BeginningYearBalanceAmt
End Year Balance$21,469EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$21,469BeginningYearBalanceAmt
End Year Balance$21,469EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$21,469BeginningYearBalanceAmt
End Year Balance$21,469EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescINVESTMENTS AT CLEVELAND FOUNDDesc
Book Value$79,084BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$79,084TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$518,374TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$518,374RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$518,374TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$469,659TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$469,659ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$469,659TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOL AWARD DIR TO UNIVGrantTypeTxt
Recipient44RecipientCnt
Non Cash Assistance$53,125NonCashAssistanceAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationPROCEDURES FOR MONITORING THE USE OF GRANT FUNDS LEAF HOLDS AND ADMINISTERS FUNDS WHOSE PURPOSE IS TO PROVIDE SCHOLARSHIPS/GRANTS TO INDIVIDUAL STUDENTS SO THEY MAY ATTEND POST-SECONDARY EDUCATIONAL INSTITUTIONS. THESE FUNDS MAY BE USED FOR TUITION, FEES, ROOM AND BOARD, OR BOOKS AT ACCREDITED SCHOOLS WITHIN THE UNITED STATES. THE FUNDS WILL BE PUBLICIZED WITHOUT DISCRIMINATION. IT IS THE RESPONSIBILITY OF LEAF TO MAINTAIN RECORDS OF THE APPLICANTS, BOTH RECIPIENTS AND NON-RECIPIENTS, AND THE SELECTION PROCESS. WHEN APPLICABLE, LEAF WILL MONITOR THE ACADEMIC PERFORMANCE OF RECIPIENTS. THE TERMS REGARDING THE ACCEPTANCE OF AN AWARD ARE SET FORTH IN A WRITTEN AGREEMENT AND SIGNED BY THE RECIPIENT. TERMS INCLUDE, BUT ARE NOT LIMITED TO, THE AMOUNTS AND DURATION OF THE AWARD, THE INSTITUTION TO WHICH IT WILL BE PAID, REQUIREMENTS WHICH WILL BE MET BY THE RECIPIENT FOR THE DURATION OF THE AWARD, AND THE PURPOSE OF THE AWARD (FOR EXAMPLE: TUITION, FEES, ROOM AND BOARD, BOOKS). ALL SCHOLARSHIP AWARDS ARE DISBURSED ONLY TO EDUCATIONAL INSTITUTIONS UNDER THE TERMS INDICATED (FOR EXAMPLE, THE ACADEMIC TERM AND PURPOSE OF THE AWARD). APPLICANTS INCLUDING THE QUALIFICATIONS FOR EVALUATION, THE IDENTIFICATION OF APPLICANTS (INCLUDING ANY RELATIONSHIP OF ANY APPLICANT OR RECIPIENT TO LEAF STAFF AND BOARD OF DIRECTORS), THE PURPOSE AND AMOUNT OF EACH AWARD AND ANY ADDITIONAL INFORMATION OBTAINED IN COMPLYING WITH ITS ADMINISTRATION PROCEDURES. THIS PERTAINS TO ALL APPLICANTS, INCLUDING THOSE WHO ARE NON-RECIPIENTS. THESE RECORDS ARE KEPT FOR NO LESS THAN THREE YEARS AFTER FILING LEAF'S ANNUAL TAX RETURN FOR THE PERIOD IN WHICH THE LAST INSTALLMENT OF THE SCHOLARSHIP/GRANT WAS PAID.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BORGANIZATION'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 12CENFORCEMENT 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 15ACOMPENSATION 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 19GOVERNING 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.

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