New Leaf Organization FY2023 filing

Tax-deductible

Port Clinton, OH501(c)(3)Since 2013EducationEIN 47-1338107

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The mission of the New Leaf Organization is to provide a quality education that will allow students to successfully compete in a global marketplace, by fostering healthy relationships, developing the whole child, and providing tailored plans based on individual needs.

501(c)(3) charity; gifts are tax-deductible.
93¢ of each $1 spent went to programs.
$674K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $1.9M a year · 16% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
93%
of spending
Looks good: 93% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$674K
to officers and key staff · 5% of spending
Looks good: pay to officers and key staff is 5% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Concern: 0.0 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $25K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$882K
23% of total assets
Looks good: liabilities are 23% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 4 voting members
Concern: none of 4 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$15.3M
+84% vs prior year
Spent
$13.1M
To programs
93%
Net assets
$2.9M
By yearFY2020–FY2024
Revenue
$15.3M
FY2023▲ +84%
Revenue by fiscal year
FY2020$1.3M
FY2021$2.5M
FY2022$8.3M
FY2023$15.3M
FY2024$32.2M
Expenses
$13.1M
FY2023▲ +67%
Expenses by fiscal year
FY2020$1.2M
FY2021$2.5M
FY2022$7.8M
FY2023$13.1M
FY2024$25.6M
Net assets
$2.9M
FY2023▲ +355%
Net assets by fiscal year
FY2020$96K
FY2021$127K
FY2022$634K
FY2023$2.9M
FY2024$22.8M

From the FY2023 Form 990 · figures checked against the IRS filing · see the original

You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Exemption reinstated (2017-05-15). Per the IRS revocation list. Latest filing on record: FY2024. IRS ruling in Jun 2018.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

93 cents of each dollar spent went to programs.

Program services 93% · $12.1M Management & general 7% · $976K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

4 people listed on the 990; $674K paid to officers and key staff.

Part VII, Section A · reportable compensation
$207,441Pt VII · Sec A
$166,518Pt VII · Sec A
President
$163,468Pt VII · Sec A
Vice President
$136,236Pt VII · Sec A

Sasho Dojcinovski’s $280K as Treasurer is at the 61st percentile of top reported officer pay among 3683 $10–100M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Sasho Dojcinovski$280,008$166,518—$130,208$57,291
Pete Bartkowiak$249,250$207,441———
Mary Snell$230,109$163,468———
Pete Bartowiak——$156,434——
Steve Ladd—$136,236$155,205$130,208$57,291
Sash Dojcinovski——$150,551——
Mary Rumpz——$147,850$132,926$57,291
Pete Bartiwiak———$132,926$57,291

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See New Leaf Organization executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Educates students for global competition by fostering relationships and tailoring plans to individual needs.

Provided by the organization

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1 program service account for $12.1M of program spending, described in the organization's own filed words · FY2023.
01

The mission of the new leaf organization is to provide a quality education that will allow students to successfully compete in a global marketplace, by fostering healthy relationships, developing the whole child, and providing tailored plans based on individual needs.

$12.1Mprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2023
Total grants receivedfrom 1 funder$25K
Grants paid · 1 grant · $30K · 2024–2024
Unitemized GrantFY2024$29,813

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$15.3M
Ln 12
Fees for servicesLn 2g$15.3M
Gifts and grantsLn 1h$25K
Money outPt IX
$13.1M
Ln 25
Programscol B$12.1M
Managementcol C$976K
Owns and owesPt X
$2.9M
net assets · Ln 32
Cash and savingsLn 1–2$18K
Total assetsLn 16$3.8M
LiabilitiesLn 26$882K
PeoplePt VI, VII
4
listed · VII A
PaidVII A4
Voting boardVI 1a4
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$25K
Fees for servicesLn 2g$15.3M
Total revenueLn 12$15.3M
Assets in detailPt X, end of year
CashLn 1$18K
Cash and savings togetherLn 1–2$18K
Land, buildings, equipmentLn 10c$975K
Other assetsLn 15$752K
Total assetsLn 16$3.8M
LiabilitiesLn 26$882K
Net assetsLn 32$2.9M
OperationsPt I, VI
EmployeesI 5206
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$366K$18K
Land, buildings, equipmentLn 10c$680K$975K
Total assetsLn 16$1.1M$3.8M
LiabilitiesLn 26$424K$882K
Net assetsLn 32$634K$2.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$3K$3K
Pay of current officers, directors and key staffLn 5$674K$661K$12K
Other salaries and wagesLn 7$5.3M$5.2M$98K
Other employee benefitsLn 9$2.4M$2.4M$45K
Payroll taxesLn 10$111K$109K$2K
Other fees for servicesLn 11g$1.1M$780K$308K
Advertising and promotionLn 12$67K$6K$60K
Office expensesLn 13$558K$450K$108K
OccupancyLn 16$412K$242K$171K
Conferences, conventions and meetingsLn 19$325K$220K$105K
Depreciation, depletion and amortizationLn 22$72K$72K
InsuranceLn 23$21K$20K$782
Other expenses (24a–d)Ln 24$1.8M$1.7M$45K
All other expensesLn 24e$194K$172K$22K
Total functional expensesLn 25$13.1M$12.1M$976K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $32.2M$25.6M$6.6M$22.8M 990 PDF
FY2023 Viewing $15.3M$13.1M$2.2M$2.9M 990 PDF
FY2022 $8.3M$7.8M$499K$634K 990 PDF
FY2021 $2.5M$2.5M$22K$127K 990 PDF
FY2020 $1.3M$1.2M$96K$96K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (4 parts)
Part VIII · Statement of revenue $15,302,175 across 4 lines filed
VIII-1f All other contributions, gifts and grants$25,000
VIII-1h Total contributions, gifts and grants$25,000
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $15,277,175$15,277,175
VIII-12 Total revenueRelated to mission $15,277,175 · Unrelated business $0 · Excluded from tax $0$15,302,175
Part IX · Statement of functional expenses $13,055,035 across 14 lines filed
IX-2 Grants to domestic individualsPrograms $2,655$2,655
IX-5 Pay of current officers, directors and key staffPrograms $661,274 · Management $12,389$673,663
IX-7 Other salaries and wagesPrograms $5,204,450 · Management $97,506$5,301,956
IX-9 Other employee benefitsPrograms $2,392,892 · Management $44,826$2,437,718
IX-10 Payroll taxesPrograms $109,173 · Management $2,044$111,217
IX-11g Other fees for servicesPrograms $780,072 · Management $307,757$1,087,829
IX-12 Advertising and promotionPrograms $6,439 · Management $60,155$66,594
IX-13 Office expensesPrograms $449,638 · Management $107,904$557,542
IX-16 OccupancyPrograms $241,627 · Management $170,534$412,161
IX-19 Conferences, conventions and meetingsPrograms $219,739 · Management $105,214$324,953
IX-22 Depreciation, depletion and amortizationPrograms $71,602$71,602
IX-23 InsurancePrograms $19,913 · Management $782$20,695
IX-24 Other expenses (24a–d)Programs $1,747,214 · Management $44,967$1,792,181
IX-24e All other expensesPrograms $172,377 · Management $21,892$194,269
IX-25 Total functional expensesPrograms $12,079,065 · Management $975,970 · Fundraising $0$13,055,035
Part X · Balance sheet $3,762,887 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $366,464$18,230
X-3 Pledges and grants receivable$99,007
X-4 Accounts receivable$1,877,065
X-9 Prepaid expenses and deferred chargesStart of year $12,036$42,225
X-10c Land, buildings and equipment, netStart of year $679,502$974,514
X-15 Other assetsStart of year $0$751,846
X-16 Total assetsStart of year $1,058,002$3,762,887
X-17 Accounts payable and accrued expensesStart of year $424,338$442,840
X-25 Other liabilitiesStart of year $0$439,243
X-26 Total liabilitiesStart of year $424,338$882,083
X-27 Net assets without donor restrictionsStart of year $633,664$2,880,804
X-32 Total net assets or fund balancesStart of year $633,664$2,880,804
X-33 Total liabilities and net assetsStart of year $1,058,002$3,762,887
Part XI · Reconciliation of net assets $2,880,804 net assets at year end
XI-1 Total revenue$15,302,175
XI-2 Total expenses$13,055,035
XI-3 Revenue less expenses$2,247,140
XI-4 Net assets at start of year$633,664
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,880,804

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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