NEW LEAF BEHAVIORAL HEALTH (EIN 320204218) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2007

Legal Domicile

Phone

9197818370

Tax Period

2024-01-01 to 2024-12-31

NEW LEAF BEHAVIORAL HEALTH, founded in 2007, is a community nonprofit in the Mental Health sector that reported $1.9M in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $489K, a strong 25% operating margin.

Mission

NEW LEAF BEHAVIORAL HEALTH BELIEVES QUALITY MENTAL HEALTH CARE SHOULD BE ACCESSIBLE TO ALL IN NEED IN OUR COMMUNITY. WE STRIVE TO MAKE THIS VISION A REALITY BY PROVIDING INNOVATIVE ACCESS TO CUTTING EDGE OUTPATIENT CLINICAL SERVICES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $78,577

Program Service Revenue $1,758,922

Investment Income $88,998

Other Revenue $0

TOTAL REVENUE $1,926,497

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,252,790

Fundraising Expenses $10,018

Program Expenses $1,179,520

Other Expenses $184,761

TOTAL EXPENSES $1,437,551

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,926,497	$1,615,532	+0.2%
Expenses	$1,437,551	$1,218,735	+0.2%
Net Income	$488,946	$396,797	+0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$200,351

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICK MALLOY	EXECUTIVE DIRECTOR	65.00	Officer	$101,024	$0	$101,024
DAVA MUSERALLO	CLINICAL DIRECTOR	65.00	Officer	$99,327	$0	$99,327
CAROLINE HOPE GRIFFITH	BOARD MEMBER	2.00	Director	$0	$0	$0
STEPHANIE MARTIN	BOARD CO-CHAIR	2.00	Officer	$0	$0	$0
TARUN MOHAN LAL	BOARD CO-CHAIR	2.00	Officer	$0	$0	$0
BETH WELCH	SECRETARY AND TREASURER	2.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$1,926,497	$1,437,551	$2,877,151	$488,946
2023	$1,615,532	$1,218,735	$2,046,909	$396,797
2022	$1,478,221	$1,131,223	$1,659,387	$346,998
2021	$1,478,933	$930,221	$1,322,959	$548,712
2020	$1,015,333	$803,306	$902,268	$212,027
2019	$787,619	$682,271	$548,332	$105,348
2018	$733,871	$642,308	$439,746	$91,563

NEW LEAF BEHAVIORAL HEALTH