LAKE GEAUGA EDUCATIONAL ASSISTANCE FOUNDATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LAKE GEAUGA EDUCATIONAL ASSISTANCE FOUNDATION (EIN 34-1640416)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-06-26
- IRS object ID
- 202021789349300127
- Schema version
- 2018v3.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-26T10:25:33-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341602442 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H & J CERTIFIED PUBLIC ACCOUNTANTS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7555 FREDLE DR STE 110 | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44077 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341640416 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKEGEAUGA EDUCATIONAL ASSISTANCE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAKE | BusinessNameControlTxt |
| Phone | 4405257095 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7700 CLOCKTOWER DRIVE | AddressLine1Txt |
| City | KIRTLAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44094 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID MUNSON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4403588045 | PhoneNum |
| Signature | 2020-02-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROLLAND B STANDISH | PreparerPersonNm |
| PTIN | P00169705 | PTIN |
| Phone | 4409512997 | PhoneNum |
| Preparation | 2020-06-26 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.16.49 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-26 | IPDt |
| IP Tm | 10:25:33 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2BB43AEE8ECB028342196DB202AC42AC85FDA7E3 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 31B790AA375F2D2E18DF29AB54BFF46998C28841 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID MUNSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7700 CLOCKTOWER DRIVE | AddressLine1Txt |
| City | KIRTLAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44094 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $278,583 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LEAF-OHIO.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1989 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | TO DELIVER CAREER AND COLLEGE ACCESS ADVISORY PROGRAMS CONNECTING INDIVIDUALS TO THEIR BEST-FIT CAREERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 15 | TotalEmployeeCnt |
| Total Volunteers | 35 | TotalVolunteersCnt |
| Total Gross UBI | $31,750 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $835 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $213,596 | PYContributionsGrantsAmt |
| CY Contributions Grants | $42,297 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $205,245 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $213,752 | CYProgramServiceRevenueAmt |
| PY Investment Income | $347 | PYInvestmentIncomeAmt |
| CY Investment Income | $597 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $419,188 | PYTotalRevenueAmt |
| CY Total Revenue | $256,646 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $77,067 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $88,260 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $242,475 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $234,464 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $27,316 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $60,126 | PYOtherExpensesAmt |
| CY Other Expenses | $38,210 | CYOtherExpensesAmt |
| PY Total Expenses | $379,668 | PYTotalExpensesAmt |
| CY Total Expenses | $360,934 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $39,520 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$104,288 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $249,332 | TotalAssetsBOYAmt |
| Total Assets EOY | $143,246 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $19,059 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,430 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $230,273 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $127,816 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO DELIVER CAREER AND COLLEGE ACCESS ADVISORY PROGRAMS CONNECTING INDIVIDUALS TO THEIR BEST-FIT CAREERS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $197,882 | ExpenseAmt |
| Revenue | $175,896 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $88,260 | ExpenseAmt |
| Grant | $88,260 | GrantAmt |
| Revenue | $6,106 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $31,750 | RevenueAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $286,142 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 15 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID MUNSON | PersonNm |
| Phone | 4405257095 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7700 CLOCKTOWER DRIVE | AddressLine1Txt |
| City | KIRTLAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44094 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per WeekAverageHoursPerWeekRt |
|---|---|---|---|---|---|---|
| CRAIG GHIDOTTI | ||||||
| PRESIDENT | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROBERT MALINOWSKI | ||||||
| VICE PRESIDE | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| HALLIE PALLANTE | ||||||
| TREASURER | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KEITH HOHMAN | ||||||
| SECRETARY | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARGARET STEHLIK | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| NICKI BURR | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| AMY CAPITENA-DUFOUR | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| JACQUELINE HOYNES | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| BENJAMIN HUCK | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| LINDA MANGOSH | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| ANTHONY PODOJIL | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| CINDY ROBINSON | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| DAVID MUNSON | ||||||
| EXECUTIVE DI | Yes (X) | $53,120 | $0 | $0 | 40.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $53,120 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $19,990 | FundraisingAmt |
| All Other Contributions | $22,307 | AllOtherContributionsAmt |
| Total Contributions | $42,297 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| HIGH SCHOOL ADVISORY SERVICES | 611710 | $175,896 | $175,896 | |
| ADVERTISING | 541800 | $31,750 | $31,750 | |
| SCHOLARSHIP ADMINISTRATION | 611710 | $6,106 | $6,106 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $213,752 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $597 | TotalRevenueColumnAmt |
| Exclusion | $597 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $21,937 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $19,990 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $21,937 | FundraisingDirectExpensesAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $256,646 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $182,002 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $31,750 | UnrelatedBusinessRevenueAmt |
| Exclusion | $597 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,260 | TotalAmt |
| Program Services | $88,260 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,200 | TotalAmt |
| Program Services | $16,566 | ProgramServicesAmt |
| Management And General | $17,068 | ManagementAndGeneralAmt |
| Fundraising | $16,566 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,384 | TotalAmt |
| Program Services | $142,286 | ProgramServicesAmt |
| Management And General | $13,616 | ManagementAndGeneralAmt |
| Fundraising | $6,482 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,815 | TotalAmt |
| Program Services | $3,611 | ProgramServicesAmt |
| Management And General | $674 | ManagementAndGeneralAmt |
| Fundraising | $530 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,065 | TotalAmt |
| Program Services | $12,799 | ProgramServicesAmt |
| Management And General | $2,389 | ManagementAndGeneralAmt |
| Fundraising | $1,877 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,464 | TotalAmt |
| Management And General | $9,464 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $638 | TotalAmt |
| Program Services | $638 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,237 | TotalAmt |
| Program Services | $2,237 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,404 | TotalAmt |
| Program Services | $6,458 | ProgramServicesAmt |
| Management And General | $1,089 | ManagementAndGeneralAmt |
| Fundraising | $857 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,795 | TotalAmt |
| Program Services | $5,096 | ProgramServicesAmt |
| Management And General | $951 | ManagementAndGeneralAmt |
| Fundraising | $748 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,490 | TotalAmt |
| Program Services | $1,490 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,996 | TotalAmt |
| Program Services | $1,996 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,986 | TotalAmt |
| Program Services | $1,087 | ProgramServicesAmt |
| Management And General | $1,899 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| WEBSITE AMORT | $2,327 | $1,745 | $326 | $256 |
| DUES & SUBSCRIPTIONS | $1,873 | $1,873 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $360,934 | TotalAmt |
| Program Services | $286,142 | ProgramServicesAmt |
| Management And General | $47,476 | ManagementAndGeneralAmt |
| Fundraising | $27,316 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,677 | BOYAmt |
| EOY | $6,607 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,616 | BOYAmt |
| EOY | $71,465 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,319 | BOYAmt |
| EOY | $3,450 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,500 | BOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,628 | BOYAmt |
| EOY | $57,459 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,592 | BOYAmt |
| EOY | $4,265 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $249,332 | BOYAmt |
| EOY | $143,246 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,101 | BOYAmt |
| EOY | $8,161 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,958 | BOYAmt |
| EOY | $7,269 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,059 | BOYAmt |
| EOY | $15,430 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,400 | BOYAmt |
| EOY | $11,932 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $210,565 | BOYAmt |
| EOY | $94,857 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,308 | BOYAmt |
| EOY | $21,027 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,273 | BOYAmt |
| EOY | $127,816 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $249,332 | BOYAmt |
| EOY | $143,246 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$104,288 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,831 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $218,837 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $206,129 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $144,024 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $213,596 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $42,297 | CurrentTaxYearAmt |
| Total | $824,883 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $218,837 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $206,129 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $144,024 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $213,596 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $42,297 | CurrentTaxYearAmt |
| Total | $824,883 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $824,883 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,052 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$1,973 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,197 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $347 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $597 | CurrentTaxYearAmt |
| Total | $11,220 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $9,828 | CurrentTaxYearAmt |
| Total | $9,828 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $3,222 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $238 | CurrentTaxYearMinus1YearAmt |
| Total | $3,460 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $849,391 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $400,045 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.97110 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98200 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME 3,460 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,308 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,161 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $21,469 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,226 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,082 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $23,000 | OtherExpendituresAmt |
| End Year Balance | $18,308 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,878 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,548 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $2,200 | AdministrativeExpensesAmt |
| End Year Balance | $38,226 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,085 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,275 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $424 | AdministrativeExpensesAmt |
| End Year Balance | $35,936 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,753 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,738 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $406 | AdministrativeExpensesAmt |
| End Year Balance | $32,085 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS AT CLEVELAND FOUNDATION | Desc |
| Book Value | $57,459 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $57,459 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $273,537 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,831 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $15,060 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $16,891 | RevenueNotReportedAmt |
| Revenue Subtotal | $256,646 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $256,646 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $375,994 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $15,060 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $15,060 | ExpensesNotReportedAmt |
| Expenses Subtotal | $360,934 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $360,934 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER 501(A) OF THE INTERNAL REVENUE CODE (THE "CODE") WHEREBY ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 509(A)(1) OF THE CODE, IS SUBJECT TO FEDERAL INCOME TAX. LEAF FILES AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS TO REPORT ITS UNRELATED BUSINESS TAXABLE INCOME. NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED AS MANAGEMENT HAS ESTIMATED POTENTIAL LIABILITY TO UNRELATED BUSINESS INCOME TAX TO BE ZERO OR NOMINAL. LEAF'S POLICY IS TO RECORD A LIABILITY FOR ANY TAX POSITION TAKEN THAT IS BENEFICIAL TO THE LEAF, INCLUDING PENALTIES AND INTEREST, WHEN IT IS MORE LIKELY THAN NOT THE POSITION TAKEN WILL BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION. MANAGEMENT BELIEVES THERE ARE NO SUCH POSITIONS AS OF JUNE 30, 2019, ACCORDINGLY, NO LIABILITY HAS BEEN ACCRUED. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPECIAL EVENTS | Event1Nm |
| Gross Receipts Event1 | $41,927 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $19,990 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $21,937 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $5,203 | CashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $8,420 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $8,314 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $41,927 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $19,990 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $21,937 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $5,203 | CashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $8,420 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $8,314 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $21,937 | DirectExpenseSummaryEventsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIP AWARD | GrantTypeTxt |
| Recipient | 55 | RecipientCnt |
| Cash Grant | $88,260 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
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