Civic Intelligence

New Leaf Society

990 • Fiscal year 2017 • EIN 26-1560297

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 10, 2017

PO Box 4083Burlington, NC 27215

(336) 227-6211

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2017 filings • NTEE C • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

94th percentile

73%

Higher net margin than 94% of similar nonprofits.

2017 filings • NTEE C • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

95th percentile

108%

Faster asset growth than 95% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

96th percentile

204%

Faster revenue growth than 96% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$957,792

Up $497,207 (+108%) from 2016

Net Assets

Up

$955,842

Up $499,928 (+110%) from 2016

Liabilities

Down

$1,950

Down $2,721 (-58%) from 2016

Revenue

Up

$689,443

Up $462,999 (+204%) from 2016

Expenses

Down

$189,515

Down $54,896 (-22%) from 2016

Net Income

Up

$499,928

Up $517,895 (+2882%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $328,226Liabilities 2011: $775Net Assets 2011: $327,4512011Assets 2012: $420,858Liabilities 2012: $2,660Net Assets 2012: $418,1982012Assets 2013: $467,460Liabilities 2013: $4,190Net Assets 2013: $463,2702013Assets 2014: $496,147Liabilities 2014: $4,077Net Assets 2014: $492,0702014Assets 2015: $482,183Liabilities 2015: $8,302Net Assets 2015: $473,8812015Assets 2016: $460,585Liabilities 2016: $4,671Net Assets 2016: $455,9142016Assets 2017: $957,792Liabilities 2017: $1,950Net Assets 2017: $955,8422017Assets 2019: $1,367,050Liabilities 2019: $0Net Assets 2019: $1,367,0502019Assets 2020: $1,167,934Liabilities 2020: $0Net Assets 2020: $1,167,9342020Assets 2021: $719,001Liabilities 2021: $0Net Assets 2021: $719,0012021Assets 2022: $689,493Liabilities 2022: $0Net Assets 2022: $689,4932022Assets 2023: $339,596Liabilities 2023: $0Net Assets 2023: $339,5962023Assets 2025: $459,353Liabilities 2025: $0Net Assets 2025: $459,3532025

Highlighted filing

2017

Assets$957,792
Liabilities$1,950
Net Assets$955,842

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2011: $90,5422011Expenses 2012: $95,8662012Expenses 2013: $161,3352013Revenue 2014: $168,715Expenses 2014: $139,915Net Income 2014: $28,8002014Revenue 2015: $129,124Expenses 2015: $147,313Net Income 2015: -$18,1892015Revenue 2016: $226,444Expenses 2016: $244,411Net Income 2016: -$17,9672016Revenue 2017: $689,443Expenses 2017: $189,515Net Income 2017: $499,9282017Revenue 2019: $414,154Expenses 2019: $278,744Net Income 2019: $135,4102019Revenue 2020: $359,225Expenses 2020: $558,341Net Income 2020: -$199,1162020Revenue 2021: $341,939Expenses 2021: $790,872Net Income 2021: -$448,9332021Revenue 2022: $352,103Expenses 2022: $381,611Net Income 2022: -$29,5082022Revenue 2023: $171,181Expenses 2023: $521,078Net Income 2023: -$349,8972023Revenue 2025: $219,743Expenses 2025: $211,464Net Income 2025: $8,2792025

Highlighted filing

2017

Revenue$689,443
Expenses$189,515
Net Income$499,928
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 10, 2017
Return Version
2016v3.0
Gross Receipts
$689,443
Mission and Program Overview

Mission

The society is organized to bring resources together to plant, landscape, and beautify the public areas of our community through public and private co-operation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$413,575$877,566▲ $463,991
Cash and Non-Interest-Bearing Accounts$47,010$80,226▲ $33,216
Total Assets$460,585$957,792▲ $497,207
Liabilities
Other Liabilities$4,671$1,950▼ $2,721
Total Liabilities$4,671$1,950▼ $2,721
Net Assets / Fund Balance
Temporarily Rstr Net Assets-$539,284-
Unrestricted Net Assets$455,914$416,558▼ $39,356
Total Net Assets Fund Balance$455,914$955,842▲ $499,928
Total Liabilities and Net Assets / Fund Balance$460,585$957,792▲ $497,207
Compensation and Service Providers

Board Members and Trustees

NameTitle
Allen Gant JrBoard Chair
Rett DavisPresident
Alan NortonBoard Member
Anne PowellBoard Member
Bill CobleBoard Member
Bill SmithBoard Member
Charles CanadayBoard Member
Charles HarrisBoard Member
David SellersBoard Member
Davis MontgomeryBoard Member
Denise GantBoard Member
Gerry FrancisBoard Member
Harold OwenBoard Member
Jerry BaileyBoard Member
Jim BarnwellBoard Member
Jim CrouchBoard Member
Katie BoonBoard Member
Kelly MayBoard Member
Laine FrancisBoard Member
Lisa PenningtonBoard Member
Mac WilliamsBoard Member
Pam FoxBoard Member
Robert LewisBoard Member
Sharon DentBoard Member
Tami KouryBoard Member
Tracey GrayzerBoard Member
Janice BurgessSecretary
Tom McgowenTreasurer
Bruce KowalskiVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$686,743
Program Service Revenue
$0
Investment Income
$991
Other Revenue
$1,709
All Other Contributions
$686,743
Change in Net Assets
$499,928
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$139,430
Total Fundraising Expense$82,461
Professional Fundraising Fees$50,085
Grants and Similar Amounts Paid$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$104,527--$104,527
Fees for Services Professional Fundraising--$50,085$50,085
Advertising--$32,376$32,376
Office Expenses-$2,527-$2,527
Total Functional Expenses$104,527$2,527$82,461$189,515
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$50,085
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Retainage$1,950
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

Allen gant denise gant board chair board member married gerry francis laine francis board member board member married

Form 990, Page 6, Part VI, Line 11B

A copy of this return was made available to the society's board of directors at their meeting of october 9, 2017, prior to the filing of this return.

Form 990, Page 6, Part VI, Line 12C

The organization monitors the relationships reported in a conflict of interest questionaire provided and updated each year.

Form 990, Page 6, Part VI, Line 18

The society's 990 is available for public inspection at www.guidestar.com or upon request from the organization's secretary.

Form 990, Page 6, Part VI, Line 19

These documents are available upon request from the organization's secretary.

Filing and Contact Details

Filer

Filer Name
New Leaf Society
EIN
26-1560297
Phone
3362276211
Address
PO BOX 4083, BURLINGTON, NC 27215

Signing Officer

Name
Rett Davis
Title
President
Phone
3362276211
Signed
2017-10-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rett Davis
Formed
2007
Legal Domicile
Nc
Voting Board Members
29
Independent Board Members
29
Employees
0

Preparer

Firm
Stout Stuart Mcgowen & King Llp
Address
PO BOX 1440, BURLINGTON, NC 27216-1440
Preparer
Thomas D Mcgowen Jr
Phone
3362267343
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IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0689443
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt029
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0991
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0991
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE SOCIETY IS ORGANIZED TO BRING RESOURCES TOGETHER TO PLANT, LANDSCAPE, AND BEAUTIFY THE PUBLIC AREAS OF OUR COMMUNITY THROUGH PUBLIC AND PRIVATE CO-OPERATION.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0455914
IRS990/NetAssetsOrFundBalancesEOYAmt0955842
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02527
IRS990/OfficeExpensesGrp/TotalAmt02527
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0PUBLIC LANDSCAPING PROJEC
IRS990/OtherExpensesGrp/ProgramServicesAmt0104527
IRS990/OtherExpensesGrp/TotalAmt0104527
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/BOYAmt04671
IRS990/OtherLiabilitiesGrp/EOYAmt01950
IRS990/OtherRevenueMiscGrp/Desc0SALES TAX REFUND
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01709
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01709
IRS990/OtherRevenueTotalAmt01709
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0RETT DAVIS
IRS990/ProfessionalFundraisingInd0true
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0223734
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0410
IRS990/PYOtherExpensesAmt0244411
IRS990/PYOtherRevenueAmt02300
IRS990/PYRevenuesLessExpensesAmt0-17967
IRS990/PYTotalExpensesAmt0244411
IRS990/PYTotalRevenueAmt0226444
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0499928
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0413575
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0877566
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SALES TAX REFUNDS 8,382
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0686743
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0223734
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0126959
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0165944
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0205539
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01408919
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0991
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0410
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0433
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0424
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0574
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02832
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt02700
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt01709
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt02300
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt01732
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt02347
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0294
IRS990ScheduleA/OtherIncome170Grp/TotalAmt08382
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.48560
IRS990ScheduleA/PublicSupportPY170Pct00.67740
IRS990ScheduleA/PublicSupportTotal170Amt0689648
IRS990ScheduleA/SubstantialContributorsTotAmt0719271
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0686743
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0223734
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0126959
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0165944
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0205539
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01408919
IRS990ScheduleA/TotalSupportAmt01420133
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01950
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RETAINAGE
IRS990ScheduleD/TotalLiabilityAmt01950
IRS990ScheduleG/AgrmtProfFundraisingActyInd0true
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd0false
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt050085
IRS990ScheduleG/FundraiserActivityInfoGrp/PersonNm0THE WINSLOW GROUP INC
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt050085
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt01538 OVERBROOK AVE
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0WINSTONSALEM
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd0NC
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd027104
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0NC
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SolicitationOfGovtGrantsInd0X
IRS990ScheduleG/SolicitationOfNonGovtGrantsInd0X
IRS990ScheduleG/TotalGrossReceiptsAmt050085
IRS990ScheduleG/TotalRetainedByContractorsAmt050085
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALLEN GANT DENISE GANT BOARD CHAIR BOARD MEMBER MARRIED GERRY FRANCIS LAINE FRANCIS BOARD MEMBER BOARD MEMBER MARRIED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THIS RETURN WAS MADE AVAILABLE TO THE SOCIETY'S BOARD OF DIRECTORS AT THEIR MEETING OF OCTOBER 9, 2017, PRIOR TO THE FILING OF THIS RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MONITORS THE RELATIONSHIPS REPORTED IN A CONFLICT OF INTEREST QUESTIONAIRE PROVIDED AND UPDATED EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE SOCIETY'S 990 IS AVAILABLE FOR PUBLIC INSPECTION AT WWW.GUIDESTAR.COM OR UPON REQUEST FROM THE ORGANIZATION'S SECRETARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THESE DOCUMENTS ARE AVAILABLE UPON REQUEST FROM THE ORGANIZATION'S SECRETARY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.00$0.46$0.22$0.21$0.01
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.00$0.34$0.17$0.52$0.35
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.69$0.00$0.69$0.35$0.38$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.00$0.72$0.34$0.79$0.45
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$0.00$1.17$0.36$0.56$0.20
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.00$1.37$0.41$0.28$0.14
2017Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.69$0.19$0.50
2016Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.23$0.24$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.48$0.01$0.47$0.13$0.15$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.49$0.17$0.14$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.00$0.46$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.00$0.42$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.00$0.33$0.09