2026-05-15T11:22:05-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 2055 E WARNER RD STE 101 TEMPE AZ 85284 990 2024-07-01 860256667 A NEW LEAF ANEW 4809694024 868 E UNIVERSITY DR MESA AZ 85203 CASSANDRA IRBY CFO 4809694024 2026-05-14 1 0 COLETTE KAMPS P00367616 4808394900 2026-05-14 2024 2025-03-06 01:10:19Z MICHAEL HUGHES 868 E UNIVERSITY DR MESA AZ 85203 59337879 0 X WWW.TURNANEWLEAF.ORG X 1971 AZ A NEW LEAF ADVANCES ITS MISSION OF "HELPING FAMILIES, CHANGING LIVES" (CONTINUED ON SCHEDULE O) BY FOSTERING SOCIAL AND ECONOMIC STABILITY ACROSS THE PHOENIX METRO AREA. 27 27 759 171 0 0 10874689 27056411 32193796 30734865 151295 176873 42243 -140085 43262023 57828064 9303806 8353972 0 0 27727556 27616424 0 0 3286205 7990302 10456058 45021664 46426454 -1759641 11401610 40391230 52930543 5009180 8007551 35382050 44922992 X A NEW LEAF ADVANCES ITS MISSION OF "HELPING FAMILIES, CHANGING LIVES" BY FOSTERING SOCIAL AND ECONOMIC STABILITY ACROSS THE PHOENIX METRO AREA. 0 1 17134395 6434626 12331813 SHELTER & HOUSING SERVICES -A NEW LEAF SERVES OVER 4,000 INDIVIDUALS ANNUALLY THROUGH A VARIETY OF HOUSING STABILITY PROGRAMS SUCH AS EMERGENCY SHELTER, SUPPORTIVE HOUSING, AND RAPID RE-HOUSING. ASSISTANCE INCLUDES BASIC NEEDS, CASE MANAGEMENT, AND SUPPORTIVE SERVICES THAT EMPOWER HOUSEHOLDS TO GAIN SELF-SUFFICIENCY. 11630569 1612345 13848163 YOUTH SERVICES -A NEW LEAF SERVES APPROXIMATELY 1,300 CHILDREN AND CAREGIVERS ANNUALLY THROUGH FAMILY-STRENGTHENING PROGRAMS, SUPERVISED VISITATION, YOUTH SHELTER, AND FOSTER CARE LICENSING. THESE INITIATIVES PROMOTE CHILD SAFETY, POSITIVE PARENTING, AND LONG-TERM STABILITY FOR FAMILIES FACING COMPLEX CHALLENGES AND ECONOMIC DISADVANTAGES. 2639298 240610 2048834 COMMUNITY SERVICES AND EDUCATION: PHOENIX DAY EQUIPS ROUGHLY 130 ECONOMICALLY DISADVANTAGED CHILDREN (AGES 6 WEEKS TO 5 YEARS) WITH THE COGNITIVE, SOCIAL, AND LANGUAGE SKILLS NEEDED FOR SUCCESS IN SCHOOL. THIS PROGRAM OFFERS BILINGUAL INSTRUCTION, NUTRITIOUS MEALS, AND COMPREHENSIVE FAMILY RESOURCES TO PROMOTE HEALTHY DEVELOPMENT AND ECONOMIC STABILITY. 3534003 66391 2506055 BEHAVIORAL HEALTH SERVICES-A NEW LEAF OFFERS COUNSELING, BEHAVIOR COACHING, AND MEDICATION MANAGEMENT FOR ABOUT 1,700 INDIVIDUALS ANNUALLY. THESE SERVICES ADDRESS CONDITIONS SUCH AS ADHD, ANXIETY, DEPRESSION, AND TRAUMA THROUGH EVIDENCE-BASED INTERVENTIONS AND INTEGRATED CARE APPROACHES.REAL ESTATE: A NEW LEAF PROVIDES CRISIS INTERVENTION, SHELTER, AND ONGOING SUPPORT TO ABOUT 2,600 SURVIVORS OF DOMESTIC AND SEXUAL VIOLENCE YEARLY. SERVICES FOR SURVIVORS ALSO INCLUDE COURT ADVOCACY, HOTEL-BASED OVERFLOW SHELTER, RAPID RE-HOUSING, AND TRAUMA-INFORMED WORKSHOPS TO FOSTER HEALING AND SAFETY. 3534003 66391 2506055 34938265 1 1 0 0 0 0 0 0 0 1 1 0 0 0 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 84 0 1 759 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 27 27 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X CASSANDRA IRBY 4809694024 868 E UNIVERSITY DR MESA AZ 85203 CAROLYN IACOBELLI TREASURER 1.00 0.55 X X 0 0 0 KARA MCNAMARA SECRETARY 1.00 0.55 X X 0 0 0 TYLER ABRAHAMAS CHAIR 1.00 0.55 X X 0 0 0 PETER EBERLE VICE CHAIR 1.00 0.55 X X 0 0 0 ANNE BENNETT-PEREZ BOARD MEMBER 1.00 0.55 X 0 0 0 BETTY LYNCH BOARD MEMBER 1.00 0.55 X 0 0 0 BRIAN MILLER BOARD MEMBER 1.00 0.30 X 0 0 0 CHRIS TRENDLER BOARD MEMBER 1.00 0.55 X 0 0 0 CHRISTINA WORDEN BOARD MEMBER 1.00 0.55 X 0 0 0 CLARK RICHTER BOARD MEMBER 1.00 0.55 X 0 0 0 DAVID WOOLSTRUM BOARD MEMBER 1.00 0.55 X 0 0 0 DAVID DUNLEVY BOARD MEMBER 1.00 0.55 X 0 0 0 ELIZABETH ANNE HILL BOARD MEMBER 1.00 0.55 X 0 0 0 ERIC MATTHIAS BOARD MEMBER 1.00 0.55 X 0 0 0 FRANKLIN BENNETT BOARD MEMBER 1.00 0.55 X 0 0 0 JACK BIGGS BOARD MEMBER 1.00 0.55 X 0 0 0 JOHN HERNANDEZ BOARD MEMBER 1.00 0.30 X 0 0 0 KIM BUTLER PERRY BOARD MEMBER 1.00 0.55 X 0 0 0 LISA CAPRIOTTI BOARD MEMBER 1.00 0.55 X 0 0 0 MALCOLM GREEN BOARD MEMBER 1.00 0.55 X 0 0 0 MARIBETH ALL BOARD MEMBER 1.00 0.30 X 0 0 0 MICHAEL HUTCHINSON BOARD MEMBER 1.00 1.55 X 0 0 0 RENEE HIGGS BOARD MEMBER 1.00 0.55 X 0 0 0 RYAN WEISSMUELLER BOARD MEMBER 1.00 0.30 X 0 0 0 SHARON KAY STINARD BOARD MEMBER 1.00 0.55 X 0 0 0 TODD SKINNER BOARD MEMBER 1.00 0.55 X 0 0 0 WILLIAM ALLEN SCOTT BOARD MEMBER 1.00 0.55 X 0 0 0 MICHAEL HUGHES CEO 40.50 4.50 X 308665 0 5886 CATHERINE DYCIEWSKI CHIEF ADMINISTRATIVE OFFICER 40.50 4.50 X 154496 0 16722 KATHLEEN DI NOLFI CHIEF PROGRAM OFFICER 40.00 X 152695 0 7644 JOSEPH DULIN CHIEF PHILANTHROPY OFFICER 40.00 X 130777 0 16369 NICOLE SALTER CHIEF COMPLIANCE OFFICER 40.00 X 129472 0 11629 DAWN NOONAN CHIEF OPERATING OFFICER 40.50 4.50 X 120568 0 6118 CONSTANCE ORR CHIEF REAL ESTATE OFFICER 40.00 X 116408 0 5737 WAYNE MCINTOSH DIRECTOR OF MEDICAL SERVICES 40.00 X 192771 0 14595 EVELYN AKI NURSE PRACTITIONER 40.00 X 120456 0 11082 JEFFREY GEHLING DIRECTOR OF IT 40.00 X 108022 0 0 LAURA BODE VICE PRESIDENT OF PHILANTHROPY 40.00 X 111750 0 5585 JENNIFER RUIZ DIRECTOR OF PROCUREMENT 40.00 X 101305 0 0 1747385 0 101367 12 0 1 0 MARIA CASTRO DBA VINCENTS LANDSCAPING 5115 W GRENADINE ROAD LAVEEN AZ 85339 LANDSCAPING SERVICES 177900 M'PIRE JANITORIAL SERVICE LLC 3013 JANITORIAL SERVICES LLS PHOENIX AZ 85041 JANITORIAL SERVICES LLC 174469 PAR BUSINESS SOLUTIONS LLC 481 EMERALD VALLEY DRIVE SHALLOTTE NC 28470 ACCOUNTING SERVICES 161663 BOYJIN DEVELOPMENT LLC PO BOX 1496 GLENDALE AZ 85311 CONSTRUCTION SERVICES 137660 BAKER TILLY US LLP PO BIX 511563 LOS ANGELES CA 90051 ACCOUNTING SERVICES 118611 5 352523 1249093 763115 24691680 19517678 27056411 GOVERNMENT CONTRACTS 624100 28568592 28568592 BEHAVIORAL HEALTH REVENUE 624100 1483964 1483964 CLIENT FEES 624100 419739 419739 OTHER PROGRAM REVENUE 624100 262570 262570 30734865 93243 93243 371146 0 371146 371146 371146 1001814 918184 83630 83630 83630 68000 1249093 591631 -523631 -523631 12400 0 12400 12400 57828064 30734865 0 36788 8353972 8353972 1140851 131023 824693 185135 22117903 17015263 3994159 1108481 642667 477506 134625 30536 1860363 1318491 441974 99898 1854640 1386423 369989 98228 124452 124452 283029 283029 765416 671182 19178 75056 686270 4615 422542 259113 296288 107731 27764 160793 835200 501120 334080 2315839 1758957 527930 28952 908074 832555 56033 19486 52766 25450 18073 9243 227658 17026 154947 55685 886801 763535 105883 17383 1000832 795015 172493 33324 CLIENT EXPENSES 888323 228 888095 BAD DEBT 472911 289780 28845 154286 EQUIPMENT LEASE, REPAIR 361184 332249 15275 13660 MISCELLANEOUS EXPENSES 351015 156372 145792 48851 46426454 34938265 8201984 3286205 1746234 731385 205394 1391558 2507452 962721 4111434 2507296 1046356 1060196 588921 451031 46583166 5791136 22042008 40792030 2293498 2179997 338151 381486 3629350 239586 1882432 2233257 40391230 52930543 3558854 2921369 663984 1092060 268579 251838 3005811 517763 736473 5009180 8007551 X 26464494 38922161 8917556 6000831 35382050 44922992 40391230 52930543 X 11401610 117392 -1978060 X X 0 1 X 1 1 1 X 12639137 9034089 10011667 10874689 27056411 69615993 78870 78868 639485 797223 12718007 9112957 10651152 10874689 27056411 70413216 22759307 47653909 497687 309940 544063 348690 464389 2164769 7050 11840 25634 12400 56924 72634909 0.65610 0.84810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1902035 222053 2124088 1696315 205720 1902035 1637852 58463 1696315 1735643 -97791 1637852 1580542 3275 151826 1735643 1.00000 0 0 9042498 9042498 35434626 4042705 31391921 1328003 1057460 270543 778039 690971 87068 40792030 DUE TO AFFILIATES 261226 TENANT SECURITY DEPOSITS 1513 ACCRUED DEFERRED COMPENSATION 381486 OPERATING LEASE LIABILITIES 92248 736473 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, 2025, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. GALA 1138875 1070875 68000 67802 188620 8100 281661 WITH ONE VOICE 178218 178218 9565 21266 10000 4617 1317093 1249093 68000 67802 198185 21266 18100 286278 591631 -523631 1 CLIENT ASSISTANCE FOR RENT AND UTILITY VOUCHERS, CLOTHING, FOOD, HOTEL, TRANSPORTATION INCLUDING BUS TICKETS AND OTHER TYPES 10724 8353972 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 0 0 0 0 0 0 0 0 0 MICHAEL HUGHES CEO 308665 0 0 0 0 0 5659 0 227 0 314551 0 0 0 WAYNE MCINTOSH DIRECTOR OF MEDICAL SERVICES 192771 0 0 0 0 0 9568 0 5027 0 207366 0 0 0 CATHERINE DYCIEWSKI CHIEF ADMINISTRATIVE OFFICER 154496 0 0 0 0 0 7805 0 8917 0 171218 0 0 0 KATHLEEN DI NOLFI CHIEF PROGRAM OFFICER 152695 0 0 0 0 0 7627 0 17 0 160339 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 713863 SELLING PRICE OF GOODS X 11 17701238 OPINIONS OF EXPERTS X 1295 591297 SELLING PRICE OF GOODS X SUPPLIES 554 443478 SELLING PRICE OF GOO X DONATED AUCTION ITEMS (TICKETS, GIFTCARDS) 45 67802 SELLING PRICE OF GOO 0 1 0 PART I, COLUMN (B): COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART III, LINE 3 A NEW LEAF CLOSED ITS BEHAVIORAL HEALTH PROGRAM IN FEBRUARY 2025. 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 CFO AND THE CEO OF A NEW LEAF FOR THEIR REVIEW AND DISCUSSION. ONCE APPROVED BY THE CFO 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 18 THE FORM 990 AND FORM 1023 ARE MADE AVAILABLE UPON REQUEST. 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: CHANGE IN FAIR VALUE OF PERPETUAL TRUST 9,812. LOSS ON INVESTMENT IN SUBSIDIARIES -1,987,872. 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 HOMEWARD BOUND 868 E UNIVERSITY DR MESA AZ 85203 860660875 EMERGENCY AND TRANSITIONAL HOUSING AND COMMUNITY OUTREACH SERVICES AZ 501(C)(3) LINE 7 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 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 -17 1296 0 0 0.00100 LA MESITA APARTMENTS PHASE 3 LP 868 E UNIVERSITY DR MESA AZ 85203 371719843 LOW-INCOME HOUSING AZ A NEW LEAF INC EXCLUDED -21 733 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 13440 13046 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 12299 12176 1.00000 0 0 0 1 0 0 0 0 0 0 1 0 1 0 1 1 0 1 0 1 MESA COMMUNITY ACTION NETWORK INC C 331636 CASH MESA COMMUNITY ACTION NETWORK INC J 115348 CASH MESA COMMUNITY ACTION NETWORK INC O 1533000 CASH A NEW LEAF COTTAGES INC S 400000 CASH