Civic Intelligence

New Leaf Center

990 • Fiscal year 2013 • EIN 45-5347271

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 13, 2014

PO Box 33644659

(330) 359-9888

Siviq Scores

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

Liabilities / Assets

67th percentile

0.03x

Higher debt load relative to assets than 67% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

71st percentile

0.03x

Higher debt load relative to revenue than 71% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

52nd percentile

3.8%

Higher net margin than 52% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

60th percentile

7.7%

Faster asset growth than 60% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

70th percentile

18%

Faster revenue growth than 70% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Up

$183,843

Up $13,145 (+7.7%) from 2012

Net Assets

$178,533

No earlier filing loaded for comparison.

Liabilities

Up

$5,310

Up $5,310 from 2012

Revenue

Up

$203,636

Up $30,343 (+18%) from 2012

Expenses

Up

$195,801

Up $193,206 (+7445%) from 2012

Net Income

Down

$7,835

Down $162,863 (-95%) from 2012

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2012: $170,698Liabilities 2012: $02012Assets 2013: $183,843Liabilities 2013: $5,310Net Assets 2013: $178,5332013Assets 2014: $243,666Liabilities 2014: $3,919Net Assets 2014: $239,7472014Assets 2015: $267,353Liabilities 2015: $5,303Net Assets 2015: $262,0502015Assets 2016: $738,141Liabilities 2016: $36,649Net Assets 2016: $701,4922016Assets 2017: $1,054,812Liabilities 2017: $14,230Net Assets 2017: $1,040,5822017Assets 2018: $1,331,142Liabilities 2018: $9,628Net Assets 2018: $1,321,5142018Assets 2019: $1,875,395Liabilities 2019: $32,018Net Assets 2019: $1,843,3772019Assets 2020: $2,070,141Liabilities 2020: $58,251Net Assets 2020: $2,011,8902020Assets 2021: $2,185,160Liabilities 2021: $102,110Net Assets 2021: $2,083,0502021Assets 2022: $2,267,641Liabilities 2022: $79,487Net Assets 2022: $2,188,1542022Assets 2023: $2,178,844Liabilities 2023: $18,760Net Assets 2023: $2,160,0842023Assets 2024: $2,245,624Liabilities 2024: $52,307Net Assets 2024: $2,193,3172024

Highlighted filing

2013

Assets$183,843
Liabilities$5,310
Net Assets$178,533

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2012: $173,293Expenses 2012: $2,595Net Income 2012: $170,6982012Revenue 2013: $203,636Expenses 2013: $195,801Net Income 2013: $7,8352013Revenue 2014: $367,317Expenses 2014: $306,103Net Income 2014: $61,2142014Revenue 2015: $352,779Expenses 2015: $330,476Net Income 2015: $22,3032015Revenue 2016: $918,483Expenses 2016: $479,041Net Income 2016: $439,4422016Revenue 2017: $870,682Expenses 2017: $531,592Net Income 2017: $339,0902017Revenue 2018: $912,960Expenses 2018: $632,028Net Income 2018: $280,9322018Revenue 2019: $1,220,497Expenses 2019: $698,634Net Income 2019: $521,8632019Revenue 2020: $1,058,088Expenses 2020: $889,575Net Income 2020: $168,5132020Revenue 2021: $955,823Expenses 2021: $884,663Net Income 2021: $71,1602021Revenue 2022: $1,090,481Expenses 2022: $985,377Net Income 2022: $105,1042022Revenue 2023: $1,077,872Expenses 2023: $1,105,943Net Income 2023: -$28,0712023Revenue 2024: $1,172,516Expenses 2024: $1,139,283Net Income 2024: $33,2332024

Highlighted filing

2013

Revenue$203,636
Expenses$195,801
Net Income$7,835
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 13, 2014
Return Version
2013v3.0
Gross Receipts
$203,823
Mission and Program Overview

Mission

New leaf center's mission is to provide a cost-effective, culturally appropriate, and cutting edge medical home to anabaptist children with inherited disorders in the holmes county area.

The organization provides access to population specific diagnostic evaluation and consultation for urgent medical issues, family-centered guidance regarding treatment options, including coordination of subspecialty and palliative care, participatory research that focuses on immediate needs, facilitation of productive discussion across cultures, disciplines, specialties, and institutions about the needs of special children, and also provides for the development of long-term sustainability through networking, fundraising, and recruitment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$66,690$94,424▲ $27,734
Cash and Non-Interest-Bearing Accounts$104,008$65,159▼ $38,849
Land, Buildings, and Equipment, Net$0$22,747▲ $22,747
Accounts Receivable$0$1,513▲ $1,513
Total Assets$170,698$183,843▲ $13,145
Liabilities
Accounts Payable and Accrued Expenses$0$5,310▲ $5,310
Total Liabilities$0$5,310▲ $5,310
Net Assets / Fund Balance
Unrestricted Net Assets$170,698$178,533▲ $7,835
Total Net Assets Fund Balance$170,698$178,533▲ $7,835
Total Liabilities and Net Assets / Fund Balance$170,698$183,843▲ $13,145

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$17,408$3,952$21,360
Leasehold Improvements$5,339$184$5,523
Compensation and Service Providers

Board Members and Trustees

NameTitle
Stephen SteinerBoard Chairman
Atlee RaberBoard Member
Dan MillerBoard Member
Dannie TroyerBoard Member
James TroyerBoard Member
Jason MillerBoard Member
Scott BraceSecretary
Brian KempfTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$193,010
Program Service Revenue
$10,417
Investment Income
$104
Other Revenue
$105
All Other Contributions
$193,010
Change in Net Assets
$7,835
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$115,680
Salaries, Compensation, and Employee Benefits$80,071
Grants and Similar Amounts Paid$50
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$60,741$14,248-$74,989
Other Salaries and Wages$55,090$12,922-$68,012
Office Expenses$7,639$1,792-$9,431
Other Employee Benefits$5,756$1,350-$7,106
Payroll Taxes$4,012$941-$4,953
Occupancy$3,538$830-$4,368
Depreciation Depletion$3,350$786-$4,136
Advertising-$3,063-$3,063
All Other Expenses$1,841$433-$2,274
Insurance-$1,216-$1,216
Information Technology$800$188-$988
Other Expenses$754$177-$931
Travel$151$35-$186
Grants to Domestic Individuals$50--$50
Total Functional Expenses$155,140$40,661$0$195,801
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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, Part VI, Section A, Line 6

The memberhip of the organization consists of (1) the members of the board of trustees and (2) other persons to whom the board of trustees may extend membership privileges.

Form 990, Part VI, Section A, Line 7A

The board of trustees/ directors shall nominate and elect officers of the governing body according to the guidelines and provisions in the organization's written code of regulations.

Form 990, Part VI, Section B, Line 10B

The organization currently has two affiliates that were established before formation of the filing organization. New leaf recognizes that the affiliated not-for-profit organizations share its exempt purpose and have similar activities and policies.

Form 990, Part VI, Section B, Line 11

A preliminary copy of the tax return is prepared by an accounting firm and is provided to one of the board members for review. Once no changes are needed, the return will be signed and submitted to appropriate taxing authorities. The remaining board members may request and receive a copy of the filed return at any time.

Form 990, Part VI, Section B, Line 12C

Each director, principal officer, and member of a committee with the governing board delegated powers signs annually a statement which affirms they have received a copy of the policy, read and understand it, and has agreed to comply. The organization also uses periodic reviews and may utilize outside experts to monitor its activities on an on-going basis to ensure compliance with the policy.

Form 990, Part VI, Section C, Line 19

The organization makes a copy of it's form 1023 and tax return available to the public by request as required by the internal revenue service. The organization's 990 is also generally accessible on-line through the following web page <www.guidestar.org>.

Filing and Contact Details

Filer

EIN
45-5347271
Phone
3303599888

Signing Officer

Name
Brian Kempf
Title
Treasurer
Phone
3303599888
Signed
2014-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen R Steiner
Formed
2012
Legal Domicile
Oh
Voting Board Members
8
Independent Board Members
8
Employees
5
Volunteers
12

Preparer

Preparer
Chris Roush CPA
Phone
3306746055
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Contracted medical professionals: program service expenses 60,244. Management and general expenses 14,131. Fundraising expenses 0. Total expenses 74,375. General professional fees: program service expenses 497. Management and general expenses 117. Fundraising expenses 0. Total expenses 614.

Raw XML Appendix398 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0173283
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt010
IRS990/PYOtherExpensesAmt02595
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0170698
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02595
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0173293
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt07835
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt010522
IRS990/SavingsAndTempCashInvstGrp/BOYAmt066690
IRS990/SavingsAndTempCashInvstGrp/EOYAmt094424
IRS990ScheduleA/HospitalInd0X
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/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt017408
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03952
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt021360
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt05339
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0184
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt05523
IRS990ScheduleD/TotalBookValueLandBuildingsAmt022747
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MEMBERHIP OF THE ORGANIZATION CONSISTS OF (1) THE MEMBERS OF THE BOARD OF TRUSTEES AND (2) OTHER PERSONS TO WHOM THE BOARD OF TRUSTEES MAY EXTEND MEMBERSHIP PRIVILEGES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF TRUSTEES/ DIRECTORS SHALL NOMINATE AND ELECT OFFICERS OF THE GOVERNING BODY ACCORDING TO THE GUIDELINES AND PROVISIONS IN THE ORGANIZATION'S WRITTEN CODE OF REGULATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION CURRENTLY HAS TWO AFFILIATES THAT WERE ESTABLISHED BEFORE FORMATION OF THE FILING ORGANIZATION. NEW LEAF RECOGNIZES THAT THE AFFILIATED NOT-FOR-PROFIT ORGANIZATIONS SHARE ITS EXEMPT PURPOSE AND HAVE SIMILAR ACTIVITIES AND POLICIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A PRELIMINARY COPY OF THE TAX RETURN IS PREPARED BY AN ACCOUNTING FIRM AND IS PROVIDED TO ONE OF THE BOARD MEMBERS FOR REVIEW. ONCE NO CHANGES ARE NEEDED, THE RETURN WILL BE SIGNED AND SUBMITTED TO APPROPRIATE TAXING AUTHORITIES. THE REMAINING BOARD MEMBERS MAY REQUEST AND RECEIVE A COPY OF THE FILED RETURN AT ANY TIME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBER OF A COMMITTEE WITH THE GOVERNING BOARD DELEGATED POWERS SIGNS ANNUALLY A STATEMENT WHICH AFFIRMS THEY HAVE RECEIVED A COPY OF THE POLICY, READ AND UNDERSTAND IT, AND HAS AGREED TO COMPLY. THE ORGANIZATION ALSO USES PERIODIC REVIEWS AND MAY UTILIZE OUTSIDE EXPERTS TO MONITOR ITS ACTIVITIES ON AN ON-GOING BASIS TO ENSURE COMPLIANCE WITH THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES A COPY OF IT'S FORM 1023 AND TAX RETURN AVAILABLE TO THE PUBLIC BY REQUEST AS REQUIRED BY THE INTERNAL REVENUE SERVICE. THE ORGANIZATION'S 990 IS ALSO GENERALLY ACCESSIBLE ON-LINE THROUGH THE FOLLOWING WEB PAGE <WWW.GUIDESTAR.ORG>.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CONTRACTED MEDICAL PROFESSIONALS: PROGRAM SERVICE EXPENSES 60,244. MANAGEMENT AND GENERAL EXPENSES 14,131. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 74,375. GENERAL PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 497. MANAGEMENT AND GENERAL EXPENSES 117. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 614.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 10B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0170698
IRS990/TotalAssetsEOYAmt0183843
IRS990/TotalAssetsGrp/BOYAmt0170698
IRS990/TotalAssetsGrp/EOYAmt0183843
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0193010
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt040661
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0155140
IRS990/TotalFunctionalExpensesGrp/TotalAmt0195801
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt05310
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt05310
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0170698
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0178533
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0155140
IRS990/TotalProgramServiceRevenueAmt010417
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0104
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt010522
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0203636
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0170698
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0183843
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt035
IRS990/TravelGrp/ProgramServicesAmt0151
IRS990/TravelGrp/TotalAmt0186
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0170698
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0178533
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10PO BOX 336
IRS990/USAddress/City0MT EATON
IRS990/USAddress/State0OH
IRS990/USAddress/ZIPCode044659
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN KEMPF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03303599888
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10NEW LEAF CENTER
ReturnHeader/Filer/BusinessNameControlTxt0NEWL
ReturnHeader/Filer/EIN0455347271
ReturnHeader/Filer/PhoneNum03303599888
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 336
ReturnHeader/Filer/USAddress/City0MT EATON
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode044659
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341310124
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10REA & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10212 N WASHINGTON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MILLERSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode044654
ReturnHeader/PreparerPersonGrp/PhoneNum03306746055
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRIS ROUSH CPA
ReturnHeader/ReturnTs02014-11-13T08:38:11-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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