A NEW LEAF (EIN 860256667) - Form 990 Financial Analysis & Trantor Score

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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

1971

Legal Domicile

Principal Officer

MICHAEL HUGHES

Phone

4809694024

Tax Period

2023-07-01 to 2024-06-30

A NEW LEAF, founded in 1971, is a mid-sized nonprofit in the Mental Health sector that reported $43.3M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

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.

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $10,874,689

Program Service Revenue $32,193,796

Investment Income $151,295

Other Revenue $42,243

TOTAL REVENUE $43,262,023

Expense Breakdown

Grants Paid $9,303,806

Salaries & Benefits $27,727,556

Fundraising Expenses $1,648,440

Program Expenses $36,002,249

Other Expenses $7,990,302

TOTAL EXPENSES $45,021,664

Year-over-Year Comparison

	2023	2022	Change
Revenue	$43,262,023	$39,872,015	+0.1%
Expenses	$45,021,664	$40,027,780	+0.1%
Net Income	$-1,759,641	$-155,765	+10.3%

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

Governance

Voting Members

Independent Members

Employees

768

Volunteers

165

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

$1,036,792

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TYLER ABRAHAMS	CHAIR	1.00	Officer Director	$0	$0	$0
PETER EBERLE	VICE CHAIR	1.00	Officer Director	$0	$0	$0
KARA MCNAMARA	SECRETARY	1.00	Officer Director	$0	$0	$0
CAROLYN IACOBELLI	TREASURER	1.00	Officer Director	$0	$0	$0
FRANK BENNETT SR	BOARD MEMBER	1.00	Director	$0	$0	$0
ANNE BENNETT-PEREZ	BOARD MEMBER	1.00	Director	$0	$0	$0
JACK BIGGS	BOARD MEMBER	1.00	Director	$0	$0	$0
KIM BUTLER PERRY	BOARD MEMBER	1.00	Director	$0	$0	$0
LISA CAPRIOTTI	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID DUNLEVY	BOARD MEMBER	1.00	Director	$0	$0	$0
MALCOLM GREEN	BOARD MEMBER	1.00	Director	$0	$0	$0
RENEE HIGGS	BOARD MEMBER	1.00	Director	$0	$0	$0
ELIZABETH HILL	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL HUTCHINSON	BOARD MEMBER	1.00	Director	$0	$0	$0
BETTY LYNCH	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIC MATTHIAS	BOARD MEMBER	1.00	Director	$0	$0	$0
DEBORAH REVER	BOARD MEMBER	1.00	Director	$0	$0	$0
CLARK RICHTER	BOARD MEMBER	1.00	Director	$0	$0	$0
MARVIN ROBINSON	BOARD MEMBER	1.00	Director	$0	$0	$0
WILLIAM SCOTT	BOARD MEMBER	1.00	Director	$0	$0	$0
TODD SKINNER	BOARD MEMBER	1.00	Director	$0	$0	$0
DEBORAH SMITH	BOARD MEMBER (RESIGNED)	1.00	Director	$0	$0	$0
SHARON STINARD	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRIS TRENDLER	BOARD MEMBER	1.00	Director	$0	$0	$0
DEANNA VILLANUEVA-SAUCEDO	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID WOOLSTRUM	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTINA WORDEN	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL HUGHES	CEO	41.50	Officer	$289,011	$6,337	$295,348
CATHERINE DYCIEWSKI	CAO	41.50	Officer	$155,393	$12,869	$168,262
CONSTANCE ORR	COO	41.75	Officer	$139,289	$7,080	$146,369
KATHLEEN DI NOLFI	CHIEF PROGRAM OFFICER	41.75	Officer	$144,862	$7,250	$152,112
JOSEPH DULIN	CHIEF PHILANTHROPY OFFICER	41.75	Officer	$125,542	$14,857	$140,399
NICOLE SALTER	CHIEF COMMERCIAL OFFICER	41.75	Officer	$122,522	$11,780	$134,302
JEFFREY GEHLING	DIRECTOR OF IT	40.00	Highest	$104,821	$11,510	$116,331
WAYNE MCLNTOSH	DIRECTOR OF MEDICAL SERVIC	40.00	Highest	$195,857	$15,605	$211,462
EVALYN AKI	NURSE PRACTITIONER	40.00	Highest	$158,529	$8,154	$166,683
BRADLEY HARRIS	SENIOR DIRECTOR OF ESTATE	40.00	Highest	$106,689	$4,876	$111,565
BEAU GARDNER	NURSE PRACTITIONER	40.00	Highest	$111,770	$12,486	$124,256

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
2025	No data	No data	No data	No data
2024	$43,262,023	$45,021,664	$40,391,230	$-1,759,641
2023	$39,872,015	$40,027,780	$26,454,896	$-155,765
2022	$31,662,926	$31,499,807	$28,387,921	$163,119
2021	$34,776,018	$30,149,962	$26,910,072	$4,626,056
2020	$31,618,691	$30,905,988	$23,976,065	$712,703
2019	$27,969,607	$28,753,407	$21,149,580	$-783,800
2018	$23,152,016	$23,811,981	$18,490,545	$-659,965

A NEW LEAF