Civic Intelligence

A New Leaf Inc

EIN 73-1042760 • 501(c)3 • Owasso, OK

Profile

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 incividual choices.

PO Box 2370Owasso, OK 74055

www.anewleaf.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

39th percentile

0.12x

Higher debt load relative to assets than 39% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

47th percentile

0.25x

Higher debt load relative to revenue than 47% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

26th percentile

-3.4%

Higher net margin than 26% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

32nd percentile

0.7%

Faster asset growth than 32% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

11th percentile

-20%

Faster revenue growth than 11% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$33,078,280

Up $223,325 (+0.7%) from 2023

Liabilities

Up

$3,955,864

Up $773,988 (+24%) from 2023

Net Assets

Down

$29,122,416

Down $550,663 (-1.9%) from 2023

Revenue

Down

$15,881,304

Down $3,991,609 (-20%) from 2023

Expenses

Up

$16,421,971

Up $1,559,818 (+10%) from 2023

Net Income

Down

-$540,667

Down $5,551,427 (-111%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2010: $461,387Liabilities 2010: $55,640Net Assets 2010: $405,7472010Assets 2011: $481,734Liabilities 2011: $52,655Net Assets 2011: $429,0792011Assets 2012: $651,025Liabilities 2012: $52,312Net Assets 2012: $598,7132012Assets 2013: $2,402,959Liabilities 2013: $266,117Net Assets 2013: $2,136,8422013Assets 2014: $2,343,798Liabilities 2014: $208,269Net Assets 2014: $2,135,5292014Assets 2015: $2,328,808Liabilities 2015: $253,891Net Assets 2015: $2,074,9172015Assets 2016: $2,433,717Liabilities 2016: $361,814Net Assets 2016: $2,071,9032016Assets 2017: $2,505,696Liabilities 2017: $426,026Net Assets 2017: $2,079,6702017Assets 2018: $4,705,159Liabilities 2018: $425,369Net Assets 2018: $4,279,7902018Assets 2019: $14,969,510Liabilities 2019: $575,822Net Assets 2019: $14,393,6882019Assets 2020: $20,280,005Liabilities 2020: $1,342,416Net Assets 2020: $18,937,5892020Assets 2021: $30,123,597Liabilities 2021: $8,470,511Net Assets 2021: $21,653,0862021Assets 2022: $34,016,015Liabilities 2022: $9,977,344Net Assets 2022: $24,038,6712022Assets 2023: $32,854,955Liabilities 2023: $3,181,876Net Assets 2023: $29,673,0792023Assets 2024: $33,078,280Liabilities 2024: $3,955,864Net Assets 2024: $29,122,4162024

Highlighted filing

2024

Assets$33,078,280
Liabilities$3,955,864
Net Assets$29,122,416

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$10M$0-$10MExpenses 2010: $1,060,6162010Expenses 2011: $980,7422011Expenses 2012: $1,160,3822012Revenue 2013: $2,971,741Expenses 2013: $1,577,252Net Income 2013: $1,394,4892013Revenue 2014: $4,574,638Expenses 2014: $4,387,349Net Income 2014: $187,2892014Revenue 2015: $4,685,125Expenses 2015: $4,980,337Net Income 2015: -$295,2122015Revenue 2016: $5,828,954Expenses 2016: $5,960,594Net Income 2016: -$131,6402016Revenue 2017: $6,734,465Expenses 2017: $6,607,934Net Income 2017: $126,5312017Revenue 2018: $7,186,107Expenses 2018: $6,987,698Net Income 2018: $198,4092018Revenue 2019: $7,651,213Expenses 2019: $7,605,818Net Income 2019: $45,3952019Revenue 2020: $10,177,904Expenses 2020: $8,757,764Net Income 2020: $1,420,1402020Revenue 2021: $11,036,525Expenses 2021: $9,951,974Net Income 2021: $1,084,5512021Revenue 2022: $12,883,608Expenses 2022: $12,778,471Net Income 2022: $105,1372022Revenue 2023: $19,872,913Expenses 2023: $14,862,153Net Income 2023: $5,010,7602023Revenue 2024: $15,881,304Expenses 2024: $16,421,971Net Income 2024: -$540,6672024

Highlighted filing

2024

Revenue$15,881,304
Expenses$16,421,971
Net Income-$540,667

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.1$3.96$29.1$15.9$16.4$0.54
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.9$3.18$29.7$19.9$14.9$5.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.0$9.98$24.0$12.9$12.8$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.1$8.47$21.7$11.0$9.95$1.08
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.3$1.34$18.9$10.2$8.76$1.42
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.0$0.58$14.4$7.65$7.61$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.71$0.43$4.28$7.19$6.99$0.20
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.51$0.43$2.08$6.73$6.61$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.43$0.36$2.07$5.83$5.96$0.13
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.33$0.25$2.07$4.69$4.98$0.30
2014Detailed filing. Detailed filing data is available for this year.$2.34$0.21$2.14$4.57$4.39$0.19
2013Detailed filing. Detailed filing data is available for this year.$2.40$0.27$2.14$2.97$1.58$1.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.05$0.60$1.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.05$0.43$0.98
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.06$0.41$1.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.0
Gross Receipts
$16,273,917
Mission and Program Overview

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$20,919,426$21,032,979▲ $113,553
Cash and Non-Interest-Bearing Accounts$4,526,894$5,639,469▲ $1,112,575
Pledges and Grants Receivable$3,723,791$3,445,295▼ $278,496
Accounts Receivable$575,576$920,765▲ $345,189
Savings and Temporary Cash Investments$507,237$565,931▲ $58,694
Intangible Assets$346,694$298,027▼ $48,667
Prepaid Expenses and Deferred Charges$228,350$253,543▲ $25,193
Total Assets$32,854,955$33,078,280▲ $223,325
Other Assets Total$2,026,987$922,271▼ $1,104,716
Liabilities
Other Liabilities$2,437,778$3,029,598▲ $591,820
Accounts Payable and Accrued Expenses$744,098$926,266▲ $182,168
Total Liabilities$3,181,876$3,955,864▲ $773,988
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$20,976,184$20,002,809▼ $973,375
Net Assets With Donor Restrictions$8,696,895$9,119,607▲ $422,712
Total Net Assets Fund Balance$29,673,079$29,122,416▼ $550,663
Total Liabilities and Net Assets / Fund Balance$32,854,955$33,078,280▲ $223,325

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$18,614,270$1,249,615$19,863,885
Equipment$484,526$1,785,235$2,269,761
Land$1,934,183-$1,934,183
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Mary OgleCEOFT$166,608$166,608

Board Members and Trustees

NameTitle
Brian VogtChairman
James LangsterPast Chairma
Dan BurnsteinTrustee
Dana BaldwinTrustee
Dave ClevelandTrustee
Dr Leslie ClarkTrustee
Greg LusardiTrustee
Joshua ColeTrustee
Lisa KornerTrustee
Mark MooreTrustee
Rita GarrisonTrustee
Scott SterbensTrustee
Tim SullivanTrustee
Sarah MomperSecretary
Phillip BellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$14,003,028
Program Service Revenue
$1,565,823
Investment Income
$19,078
Other Revenue
$293,375
All Other Contributions
$14,003,028
Change in Net Assets
$-540,667

Audited Revenue Reconciliation

Revenue per Audited Statements
$15,881,304
Total Revenue per Audited Statements
$15,881,304
Total Revenue per Form 990
$15,881,304
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$11,874,142
Other Expenses$4,547,829
Total Fundraising Expense$493,641
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$10,336,850$1,149,059$388,233$11,874,142
Fees for Services Other$851,742$442,421-$1,294,163
Depreciation Depletion$955,511$44,779-$1,000,290
All Other Expenses$161,805$141,355$89,347$392,507
Insurance$251,304$15,172-$266,476
Office Expenses$204,944$19,759$15,981$240,684
Other Expenses$161,500$4,435$80$166,015
Advertising$58,861$4,328-$63,189
Occupancy$15,000--$15,000
Total Functional Expenses$14,086,152$1,842,178$493,641$16,421,971

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$16,421,971
Total Expenses per Audited Statements$16,421,971
Total Expenses per Form 990$16,421,971
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Bonds and Notes Payable$1,905,500
Refundable Grant Advance$750,000
Operating Lease Liabilities$91,255
Current Operating Lease$89,894
Current Notes Payable$66,000
Other Liabilities$63,074
Current Finance Lease$35,400
Finance Lease Liabilities$25,570
Deferred Revenue$2,905
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
Yes
Other officer compensation reviewed
Yes
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 11B

The tax return will be reviewed by the governing board before it is signed and sent to the irs.

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

The conflict of interest policy is reviewed and administrated by the board of directors.

Form 990, Page 6, Part VI, Line 15A

The finance committee makes an anual review of a biennial tulsa county salary survey of non-profit organizations. Recommendations and adjustments to compensation levels are then given to the board of trustees for final approval.

Form 990, Page 6, Part VI, Line 15B

The finance committee makes an anual review of a biennial tulsa county salary survey of non-profit organizations. Recommendations and adjustments to compensation levels are then given to the board of trustees for final approval.

Form 990, Page 6, Part VI, Line 19

A new leaf's governing documets e.t.c are available to review by requesting, in person at our admin office in broken arrow.

Filing and Contact Details

Filer

Filer Name
A New Leaf Inc
EIN
73-1042760
Phone
9184511491
Address
PO BOX 2370, OWASSO, OK 74055

Signing Officer

Name
Polly Agarwal
Title
Books in Care of
Phone
9184511491
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Vogt
Formed
1979
Legal Domicile
Ok
Voting Board Members
15
Independent Board Members
9
Employees
476
Volunteers
222

Preparer

Firm
Minert & Associates
Address
2488 E 81ST ST STE 145, TULSA, OK 74137
Preparer
Tony R Minert
Phone
9187421616
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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.

Form 990, Page 2, Part III, Line 4A

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 159 in our vocational training program.

Form 990, Page 2, Part III, Line 4B

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 112 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 79 in our behavior support program.

Form 990, Part XI, Line 9

Change in temporary restricted net assets 422,712 subsidiary capital contributions 0 controling interest 18,349 change in temporarily restricted net assets 0 controlling interest 0 subsidiary capital contributions -451,057 total -9,996

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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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