2021-05-13T16:08:45-05:00 2020-06-30 341602442 H & J CERTIFIED PUBLIC ACCOUNTANTS INC 7555 FREDLE DR STE 110 CONCORD OH 44077 990 2019-07-01 341640416 LAKEGEAUGA EDUCATIONAL ASSISTANCE FOUNDATION LAKE 4405257095 7700 CLOCKTOWER DRIVE KIRTLAND OH 44094 ROBERT MALINOWSKI PRESIDENT 4403588045 2021-03-15 true ROLLAND B STANDISH P00169705 4409512997 2021-05-10 2019 2022-09-23 18:48:47Z ROBERT MALINOWSKI 418031 false X WWW.LEAF-OHIO.ORG X 1989 OH TO DELIVER CAREER AND COLLEGE ACCESS ADVISORY PROGRAMS CONNECTING INDIVIDUALS TO THEIR BEST-FIT CAREERS. 12 12 13 35 31315 6882 42297 182507 213752 222873 597 561 1502 256646 407443 88260 100269 0 234464 259344 0 31376 38210 56194 360934 415807 -104288 -8364 143246 186131 15430 66978 127816 119153 X TO DELIVER CAREER AND COLLEGE ACCESS ADVISORY PROGRAMS CONNECTING INDIVIDUALS TO THEIR BEST-FIT CAREERS. false false 233436 181108 COLLEGE ACCESS AND FINANCIAL AID ADVISORY SERVICES: LEAF CONTRACTS DIRECTLY WITH SCHOOL DISTRICTS TO SUPPLY EXPERIENCED CAREER AND FINANCIAL AID ADVISORS TO THE HIGH SCHOOL, WHERE OUR ADVISORS WORK WITH STUDENTS AND THEIR FAMILIES. THE ADVISORS PROVIDE OBJECTIVE INFORMATION ON THE POST-SECONDARY EDUCATION PROCESS WHETHER FOR A TWO-YEAR, FOUR-YEAR OR TECHNICAL TRADE SCHOOL, INCLUDING APPLICATIONS, FAFSA FILINGS, ACT/SAT WAIVERS, FINANCIAL AID LITERACY, INTERPRETATION OF AWARD LETTERS AND SCHOLARSHIP/GRANT SEARCH OPPORTUNITIES. LEAF'S GOAL IS TO ASSIST STUDENTS IN CHOOSING WISELY, TRANSITIONING SUCCESSFULLY AND COMPLETING THEIR EDUCATION WITH A MINIMIZED DEBT LOAD. IN-SCHOOL SERVICES INCLUDE ONE-ON- ONE APPOINTMENTS, IN-CLASS GROUP SESSIONS, AND PARENT/STUDENT FINANCIAL AID NIGHTS. THIS SERVICE ALSO INCLUDES INFORMATION PAMPHLETS AND NEWSLETTERS SENT DIRECTLY TO THE PARENT/GUARDIAN FOR FRESHMAN, SOPHOMORES, JUNIORS AND SENIORS. IN ALL, LEAF IMPACTS MORE THAN 16,000 STUDENTS IN LAKE, GEAUGA, PORTAGE AND EASTERN CUYAHOGA COUNTIES, OHIO. 100269 100269 10450 B.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, LAKELAND AREA COUNSELORS ASSOCIATION , 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. 32315 RESOURCE CENTER: LEAF MANAGES A FREE RESOURCE CENTER FOR RESIDENTS OF LAKE AND GEAUGA COUNTIES(OHIO) WHERE THEY CAN SCHEDULE ONE-ON-ONE APPOINTMENTS OR ATTEND A FREE RESOURCE CENTER SEMINAR ON A TOPIC RELATED TO COLLEGE AND CAREER ACCESS OR FINANCIAL AID LITERACY. TYPICALLY, LEAF WILL ADVISE MORE THAN 450 INDIVIDUALS IN OUR RESOURCE CENTER ANNUALLY. SINCE 2016, LEAF HAS PUBLISHED A 24-PAGE RESOURCE CENTER INFORMATION GUIDE, WHICH IS AN INFORMATION INTENSIVE RESOURCE FOR PARENTS OF HIGH SCHOOL JUNIORS AND SENIORS. TO OFFSET PROGRAM EXPENSES, REVENUES WERE OBTAINED THROUGH SPONSORSHIPS AND PLACEMENTS IN THE GUIDE. 333705 true true false false false false false false false true false true false false true true true false false false false false false false true false false false true false false false false false false false false false false false false false false false false false false true 0 0 13 true true true false false false false true true false false false false false false X 12 12 false false false false false false false true true false false true true true true true true true false false OH X DAVID MUNSON 4405257095 7700 CLOCKTOWER DRIVE KIRTLAND OH 44077 DAVID MUNSON EXECUTIVE DI 40.00 X 52417 0 5160 ROBERT MALINOWSKI PRESIDENT 5.00 X X 0 0 0 KEITH HOHMAN VICE PRESIDE 5.00 X X 0 0 0 HALLIE PALLANTE TREASURER 5.00 X X 0 0 0 NICKI BURR DIRECTOR 2.00 X 0 0 0 AMY CAPITENA-DUFOUR DIRECTOR 2.00 X 0 0 0 MEGAN KRIPPEL DIRECTOR 2.00 X 0 0 0 LINDA MANGOSH DIRECTOR 2.00 X 0 0 0 PAM MCCLELLAND DIRECTOR 2.00 X 0 0 0 ANTHONY PODOJIL DIRECTOR 2.00 X 0 0 0 MARGARET STEHLIK DIRECTOR 2.00 X 0 0 0 TAMEE TUCKER DIRECTOR 2.00 X 0 0 0 52417 5160 false false false 22512 10000 149995 182507 HIGH SCHOOL ADVISORY SERVICES 611710 181108 181108 ADVERTISING 541800 31315 31315 SCHOLARSHIP ADMINISTRATION 611710 10450 10450 222873 561 561 10588 22512 10588 MISCELLANEOUS 1502 1502 1502 407443 191558 31315 2063 100269 100269 54667 18040 18587 18040 172193 151307 14360 6526 14401 10749 2092 1560 18083 13499 2626 1958 8400 8400 1775 1775 1857 1857 23582 21068 1440 1074 10388 7754 1509 1125 1898 1898 2117 2117 2710 998 1712 DUES & SUBSCRIPTIONS 2374 2374 EVENT EXPENSES 1093 1093 415807 333705 50726 31376 6607 17263 71465 103445 3450 6325 57459 57160 4265 1938 143246 186131 8161 7256 7269 21822 37900 15430 66978 X 11932 -1462 115884 120615 127816 119153 143246 186131 -8364 -299 X false true X true false X 206129 144024 213596 42297 182507 788553 206129 144024 213596 42297 182507 788553 3621 784932 -1973 9197 347 597 561 8729 9828 6882 16710 3222 238 1502 4962 818954 602191 0.95850 0.97110 X PART II, LINE 10 OTHER INCOME 3,460 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21469 21469 18308 3161 21469 38226 3082 23000 18308 35878 4548 2200 38226 32085 4275 424 35936 1.00000 true false INVESTMENTS AT CLEVELAND FOUNDATION 57160 F 57160 REFUNDABLE ADVANCE - PPP 37900 37900 X 415144 -299 8000 7701 407443 407443 423807 8000 8000 415807 415807 SCHEDULE D, PAGE 2, PART V, LINE 4 LEAF ADINISTRATION ENDOWMENT FUND IS TO BE USED FOR SCHOLARSHIPS AND RELATED ADMINISTRATION EXPENSES. SCHEDULE D, PAGE 3, PART X LEAF IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AS A CHARITABLE ORGANIZATION WHEREBY ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 509(A)(1) OF THE CODE, IS SUBJECT TO FEDERAL INCOME TAX. SPECIAL EVENTS 33100 22512 10588 450 10138 33100 22512 10588 450 10138 10588 true SCHOLARSHIP AWARD 45 100269 SCHEDULE I, PAGE 1, PART I, LINE 2 LEAF HOLDS AND ADMINISTERS FUNDS WHOSE PURPOSE IS TO PROVIDE SCHOLARSHIPS/GRANTS TO INDIVIUDAL 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 BY 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). IF LEAF OBTAINS ANY INFORMATION INDICATING THAT ALL OR ANY PORTION OF THE SCHOLARSHIP IS NOT BEING USED IN THE PROPER MANNER, LEAF WILL INVESTIGATE THE RECIPIENT'S USE OF THE FUNDS. DURING THE INVESTIGATION PERIOD, FUNDS WILL BE WITHELD. IF IT IS DETERMINED THE SCHOLARSHIP, IN PART OR WHOLE, HAS BEEN USED FOR IMPROPER PURPOSES, LEAF WILL TAKE ALL REASONABLE AND APPROPRIATE STEPS TO RECOVER FUNDS. LEAF WILL WITHHOLD ANY FUTURE FUNDS UNTIL THE RECIPIENT HAS MADE ASSURANCES THAT FUTURE FUNDS WILL NOT BE DIVERTED, AND LEAF WILL NOT RELEASE ANY FUTURE FUNDS UNTIL DIVERTED FUNDS ARE RECOVERED OR RESTORED. LEAF RETAINS RECORDS IN CONNECTION WITH ALL SCHOLARSHIPS/GRANTS 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, INLCLUDING 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. FORM 990, PAGE 2, PART III, LINE 4A COLLEGE ACCESS AND FINANCIAL AID ADVISORY SERVICES: LEAF CONTRACTS DIRECTLY WITH SCHOOL DISTRICTS TO SUPPLY EXPERIENCED CAREER AND FINANCIAL AID ADVISORS TO THE HIGH SCHOOL, WHERE OUR ADVISORS WORK WITH STUDENTS AND THEIR FAMILIES. THE ADVISORS PROVIDE OBJECTIVE INFORMATION ON THE POST-SECONDARY EDUCATION PROCESS WHETHER FOR A TWO-YEAR, FOUR-YEAR OR TECHNICAL TRADE SCHOOL, INCLUDING APPLICATIONS, FAFSA FILINGS, ACT/SAT WAIVERS, FINANCIAL AID LITERACY, INTERPRETATION OF AWARD LETTERS AND SCHOLARSHIP/GRANT SEARCH OPPORTUNITIES. LEAF'S GOAL IS TO ASSIST STUDENTS IN CHOOSING WISELY, TRANSITIONING SUCCESSFULLY AND COMPLETING THEIR EDUCATION WITH A MINIMIZED DEBT LOAD. IN-SCHOOL SERVICES INCLUDE ONE-ON- ONE APPOINTMENTS, IN-CLASS GROUP SESSIONS, AND PARENT/STUDENT FINANCIAL AID NIGHTS. THIS SERVICE ALSO INCLUDES INFORMATION PAMPHLETS AND NEWSLETTERS SENT DIRECTLY TO THE PARENT/GUARDIAN FOR FRESHMAN, SOPHOMORES, JUNIORS AND SENIORS. IN ALL, LEAF IMPACTS MORE THAN 16,000 STUDENTS IN LAKE, GEAUGA, PORTAGE AND EASTERN CUYAHOGA COUNTIES, OHIO. FORM 990, PAGE 6, PART VI, LINE 11B 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-EO) AND THE 990 IS ELECTRONICALLY FILED. FORM 990, PAGE 6, PART VI, LINE 12C 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 REQUESTS 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 ALSO ASKED TO IDENTIFY CIRCUMSTANCES INVOLVING THEMSLEVES, 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 ENGAGEMNET OF A NEW VENDOR. IF A POTENTIAL CONFLICT IS IDENTIFIED, APPROPRIATE STEPS ARE TAKEN TO BOTH ASSESS THE NATURE OF THE 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, PAGE 6, PART VI, LINE 15A 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, PAGE 6, PART VI, LINE 19 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.