A NEW LEAF INC

EIN: 731042760 501(c)(3)

OWASSO, OK

Total Revenue
$19,872,913
Total Expenses
$14,862,153
Total Assets
$32,854,955
Net Assets
$29,673,079
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1979
Legal Domicile
OK
Principal Officer
MARY OGLE
Phone
9184511491
Tax Period
2023-01-01 to 2023-12-31

A NEW LEAF INC, founded in 1979, is a mid-sized nonprofit that reported $19.9M in total revenue in fiscal year 2023. Revenue surged 54% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.0M, a strong 25% operating margin.

Mission

TO PROVIDE CHILDREN AND ADULTS WITH DEVELOPMENT DISABILITIES THE LIFE SKILLS AND MARKETABLE JOB TRAINING THROUGH HORTICULTURAL THERAPY, VOCATIONAL PLACEMENT AND RESIDENTIAL SERVICES TO INCREASE THEIR INDEPENDENCE AND INDIVIDUAL CHOICES.

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Trantor Score

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

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $18,493,425
Program Service Revenue $1,141,787
Investment Income $22,577
Other Revenue $215,124
TOTAL REVENUE $19,872,913

Expense Breakdown

Grants Paid $0
Salaries & Benefits $10,643,263
Fundraising Expenses $384,606
Program Expenses $12,613,756
Other Expenses $4,218,890
TOTAL EXPENSES $14,862,153

Year-over-Year Comparison

2023 2022 Change
Revenue $19,872,913 $12,883,608 +0.5%
Expenses $14,862,153 $12,778,471 +0.2%
Net Income $5,010,760 $105,137 +46.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

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Governance

Voting Members
19
Independent Members
19
Employees
418
Volunteers
200

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
6
$156,818
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MARY OGLE CEO 40.00
Officer
$156,818 $0 $156,818
DANA BALDWIN TRUSTEE 1.00
Director
$0 $0 $0
PHILLIP BELL TRUSTEE 1.00
Director
$0 $0 $0
DAN BURNSTEIN TRUSTEE 1.00
Director
$0 $0 $0
ANGELA BYERS TRUSTEE 1.00
Director
$0 $0 $0
DR LESLIE CLARK TRUSTEE 1.00
Director
$0 $0 $0
RITA GARRISON TRUSTEE 1.00
Director
$0 $0 $0
KIMBERLY GRAYSON TRUSTEE 1.00
Director
$0 $0 $0
LISA KORNER TRUSTEE 1.00
Director
$0 $0 $0
GREG LUSARDI TRUSTEE 1.00
Director
$0 $0 $0
MARK MOORE TRUSTEE 1.00
Director
$0 $0 $0
SCOTT STERBENS TRUSTEE 1.00
Director
$0 $0 $0
LUKE STRAWN TRUSTEE 1.00
Director
$0 $0 $0
TIM SULLIVAN TRUSTEE 1.00
Director
$0 $0 $0
DAVE CLEVELAND PAST CHAIRMA 1.00
Officer
$0 $0 $0
JOSHUA COLE PAST CHAIRMA 1.00
Officer
$0 $0 $0
JAMES LANGSTER CHAIRMAN 1.00
Officer
$0 $0 $0
SARAH MOMPER SECRETARY 1.00
Officer
$0 $0 $0
BRIAN VOGT TREASURER 1.00
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 No data No data No data No data
2023 $19,872,913 $14,862,153 $32,854,955 $5,010,760
2022 $12,883,608 $12,778,471 $34,016,015 $105,137
2021 $11,036,525 $9,951,974 $30,123,597 $1,084,551
2020 $10,177,904 $8,757,764 $20,280,005 $1,420,140
2019 $7,651,213 $7,605,818 $14,969,510 $45,395
2018 $7,186,107 $6,987,698 $4,705,159 $198,409
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