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)

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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.

Program Service Accomplishments

Program 1
Expenses: $12,613,756

EMPLOYMENT SERVICES PROVIDES A WORK SKILL PROGRAM THAT OFFERS LEARNING ENVIRONMENTS GEARED TO ENHANCE DAILY SKILLS BY MEANS OF BOTH HORTICULTURAL SKILLS TRAINING (IN A GREENHOUSE) AND CLASSROOM...

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EMPLOYMENT SERVICES PROVIDES A WORK SKILL PROGRAM THAT OFFERS LEARNING ENVIRONMENTS GEARED TO ENHANCE DAILY SKILLS BY MEANS OF BOTH HORTICULTURAL SKILLS TRAINING (IN A GREENHOUSE) AND CLASSROOM ACTIVITIES. IN THE GREENHOUSE, INDIVIDUALS LEARN HOW TO PERFORM GREENHOUSE RELATED TASKS: TRANSPLANTING SEEDLINGS, WATERING PLANTS, TENDING ADULT PLANTS AND CREATING FINISHED FLORAL PRODUCTS WHICH CLIENTS THEN HELP TO SELL TO CUSTOMERS IN THE GARDEN CENTER. IN THE CLASSROOM, THROUGH OUR FOR LIFE SKILLS PROGRAM, INDIVIDUALS PARTICIPATE IN A CLASSROOM CURRICULUM. THIS FUN, INTERACTIVE CLASSROOM TEACHES SOCIALIZATION, TEAMWORK, FOLLOWING DIRECTIONS, TIME MANAGEMENT, MOTOR SKILLS, HAND EYE COORDINATION, SHORT AND LONG-TERM MEMORY DEVELOPMENT, IN ADDITION TO MUCH NEEDED LIFE SKILLS THAT ARE MODIFIED AND ADAPTED TO SUIT THEIR INDIVIDUAL ABILITIES. A NEW LEAF, INC PROVIDES JOB TRAINING, PLACEMENT AND SUPERVISION ON COMMUNITY-BASED JOBS FOR A VARIETY OF EMPLOYEES THROUGHOUT THE METRO AREA. THESE PARTNERS CREATE A SPACE FOR ADULTS WITH DEVELOPMENT DISABILITIES TO LEARN WORK SKILLS, HAVE A SAFE WORK ENVIRONMENT, TO DEVELOP THEIR ON PEER GROUP AND BE A PRODUCTIVE MEMBER OF WORKING SOCIETY. WE SERVED 151 IN OUR VOCATIONAL TRAINING PROGRAM.

Program 2

RESIDENTIAL SERVICES A NEW LEAF, INC. RESIDENTIAL PROGRAM OPERATES 2 GROUP HOMES, 43 ADDITIONAL HOUSES FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES LIVING IN TULSA METROPOLITAL STATISTICAL AREA...

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RESIDENTIAL SERVICES A NEW LEAF, INC. RESIDENTIAL PROGRAM OPERATES 2 GROUP HOMES, 43 ADDITIONAL HOUSES FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES LIVING IN TULSA METROPOLITAL STATISTICAL AREA. IN ADDITION, IT ALSO OFFERS 24HR/7 DAY ASSISTANCE TO INDIVIDUALS LIVING IN THE COMMUNITY INDEPENDENTLY. ALL CLIENTS ENGAGE IN PROGRAMMING THAT DEVELOPS AND ENCOURAGES THEIR INDEPENDENCE AND INDIVIDUAL CHOICES, SUCH AS HOUSEKEEPING, GROCERY SHOPPING, AND MEAL PREPARATION. SERVICES (I.E. ASSISTANCE WITH ACTIVITIES OF DAILY LIVING SUCH AS HYGIENE, MEDICATION ADMINISTRATION, AND TRANSPORTATION) ARE CATERED TO THE SPECIFIC NEEDS OF THE INDIVIDUALS TO ENSURE THAT THEY ARE SUCCESSFULLY INTEGRATED INTO THE COMMUNITY. THE OVERALL GOAL IS TO PROMOTE INDEPENDENCE AMONG THOSE WE SERVE. A NEW LEAF PROVIDED RESPITE CARE TO 107 INDIVIDUALS AND THEIR FAMILIES. POSTIVE BEHAVIOR SUPPORT SERVICES THE COEXISTENCE OF DEVELOPMENTAL DISABILITIES AND MENTAL HEALTH DISORDERS CAN HAVE SERIOUS EFFECTS ON A PERSON'S DAILY FUNCTIONING BY INTERFERING WITHVOCATIONAL AND RECREATIONAL ACTIVITIES, JEOPARDIZING RESIDENTIAL PLACEMENT,AND DISRUPTING FAMILY AND PEER RELATIONSHIPS. OUR BEHAVIOR SUPPORT PROGRAMPROVIDES DIRECT CARE STAFF, JOB COACHES, AND CLIENTS WITH COMORBIDITIES TOOLSAND COPING TECHNIQUES TO PREVENT BEHAVIOR CHALLENGES BEFORE THEY OCCUR.WE SERVED 64 IN OUR BEHAVIOR SUPPORT PROGRAM.

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Trantor Score

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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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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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