Civic Intelligence

New Leaf National Trust

EIN 83-0614420 • 501(c)3 • Indianapolis, IN

Profile

To provide medicaid, ssi and other means-tested benefits recipients who have been injured in a personal injury, medical malpractice, class action, or other lawsuits with the finest, most compassionate and fastest service available from a pooled special needs trust-and to do so with the utmost of competence, legal expertise, and understanding.

PO Box 501877Indianapolis, IN 46250-6877

www.newleafsnt.org

Siviq Scores

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

Liabilities / Assets

95th percentile

1.09x

Higher debt load relative to assets than 95% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

99th percentile

46.40x

Higher debt load relative to revenue than 99% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

4th percentile

-78%

Higher net margin than 4% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

23rd percentile

-2.9%

Faster asset growth than 23% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

46th percentile

5.4%

Faster revenue growth than 46% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$16,709,185

Down $492,455 (-2.9%) from 2023

Liabilities

Down

$18,174,142

Down $186,874 (-1.0%) from 2023

Net Assets

Down

-$1,464,957

Down $305,581 (-26%) from 2023

Operations
Liabilities / Revenue99th percentileNet Margin4th percentile

Revenue

Up

$391,654

Up $19,969 (+5.4%) from 2023

Expenses

Up

$697,235

Up $80,798 (+13%) from 2023

Net Income

Down

-$305,581

Down $60,829 (-25%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

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

$20M$10M$0-$10MAssets 2020: $11,246,897Liabilities 2020: $11,401,487Net Assets 2020: -$154,5902020Assets 2021: $18,253,406Liabilities 2021: $18,773,186Net Assets 2021: -$519,7802021Assets 2022: $14,326,152Liabilities 2022: $15,240,776Net Assets 2022: -$914,6242022Assets 2023: $17,201,640Liabilities 2023: $18,361,016Net Assets 2023: -$1,159,3762023Assets 2024: $16,709,185Liabilities 2024: $18,174,142Net Assets 2024: -$1,464,9572024

Highlighted filing

2024

Assets$16,709,185
Liabilities$18,174,142
Net Assets-$1,464,957
Open 2024 Filing

Operations Trend

Revenue Growth46th percentile

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

$1.0M$500K$0-$500KRevenue 2020: $204,158Expenses 2020: $374,647Net Income 2020: -$170,4892020Revenue 2021: $276,399Expenses 2021: $582,001Net Income 2021: -$305,6022021Revenue 2022: $169,838Expenses 2022: $564,682Net Income 2022: -$394,8442022Revenue 2023: $371,685Expenses 2023: $616,437Net Income 2023: -$244,7522023Revenue 2024: $391,654Expenses 2024: $697,235Net Income 2024: -$305,5812024

Highlighted filing

2024

Revenue$391,654
Expenses$697,235
Net Income-$305,581
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$16,709,185
Liabilities
$18,174,142
Net assets
-$1,464,957
Revenue
$391,654
Expenses
$697,235
Net income
-$305,581
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.7$18.2$1.46$0.39$0.70$0.31
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.2$18.4$1.16$0.37$0.62$0.24
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.3$15.2$0.91$0.17$0.56$0.39
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.3$18.8$0.52$0.28$0.58$0.31
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.2$11.4$0.15$0.20$0.37$0.17
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 27, 2023
Return Version
2022v5.0
Gross Receipts
$169,838
Mission and Program Overview

Mission

To provide medicaid, ssi and other means-tested benefits recipients who have been injured in a personal injury, medical malpractice, class action, or other lawsuits with the finest, most compassionate and fastest service available from a pooled special needs trust-and to do so with the utmost of competence, legal expertise, and understanding.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$57,077$4,075▼ $53,002
Total Assets$18,253,406$14,326,152▼ $3,927,254
Other Assets Total$18,196,329$14,322,077▼ $3,874,252
Liabilities
Escrow Account Liability$18,183,299$14,309,639▼ $3,873,660
Other Liabilities$589,887$931,137▲ $341,250
Accounts Payable and Accrued Expenses-$0-
Total Liabilities$18,773,186$15,240,776▼ $3,532,410
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-519,780$-914,624▼ $394,844
Total Net Assets Fund Balance$-519,780$-914,624▼ $394,844
Total Liabilities and Net Assets / Fund Balance$18,253,406$14,326,152▼ $3,927,254

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$14,322,077--
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Wes CosgriffDirectorFT$100,000$100,000
Kenn BarbeeDirectorFT$83,462$83,462

Board Members and Trustees

NameTitle
Larry CaglePresident
Kirk LeblancVice President
Jeffrey L BinkleyDirector
Kevin ClasenDirector
Matt RaymondDirector
Susan HargroveSecretary
Gary NeadTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$169,838
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-394,844
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$309,743
Other Expenses$254,939
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$284,359--$284,359
Fees for Services Management$180,999--$180,999
Payroll Taxes$25,384--$25,384
Office Expenses$12,880--$12,880
Fees for Services Accounting$10,280--$10,280
Fees for Services Legal$7,703--$7,703
Information Technology$7,461--$7,461
Insurance$6,811--$6,811
Travel$4,243--$4,243
Fees for Services Other$3,881--$3,881
Interest$641--$641
Other Expenses$340$3,637-$340
All Other Expenses$215--$215
Total Functional Expenses$561,045$3,637$0$564,682
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
Loan From the National Foundation for Special Needs Integrity$781,137
Sba Eidl Loan$150,000
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 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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“New leaf national trust used professional business services of indiana, llc (pbs) to perform some contract, management consulting and marketing services (26-3803191). Pbs billed new leaf national trust $51,723.40 for services and $160.90 for expense reimbursements in 2022. $36,818.46 was paid for the twelve months ended 12/31/2022. Gary nead is a 100% owner employee of pbs. Gary nead is the treasurer of the board of new leaf national trust inc.”

Form 990, Part VI, Section B, Line 11B

“The return is submitted to the board of directors for their review and approval prior to filing.”

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

“Key officers are required to disclose annual interest that could give rise to conflicts. The taxpayer did regularly and consistently monitor and enforce compliance.”

Form 990, Part VI, Section B, Line 15A

“To determine the top executive salary, new leaf national trust followed a written executive compensation policy which included review and approval by independent persons, comparability data and contemporaneous substantiation of the deliberation and decision.”

Form 990, Part VI, Section C, Line 18

“The documents are available to the public upon request.”

Form 990, Part VI, Section C, Line 19

“THE PRESIDENT PROVIDES.”

Filing and Contact Details

Filer

Filer Name
New Leaf National Trust
EIN
83-0614420
Phone
3178418795
Address
PO BOX 501877, INDIANAPOLIS, IN 46250-6877

Signing Officer

Name
Larry Cagle
Title
President
Phone
3178418795
Signed
2023-10-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Larry Cagle
Formed
2019
Legal Domicile
In
Voting Board Members
7
Independent Board Members
7
Employees
6
Volunteers
0

Preparer

Firm
Cbiz Somerset
Address
3925 RIVER CROSSING PKWY STE 100, INDIANAPOLIS, IN 46240
Preparer
Matthew W Utterback CPA
Phone
3174722200
Supplemental Narrative

Financial Statement Notes

PART IV, LINE 2B:

“The assets are for beneficiaries only. The new leaf national trust acts as a trustee and provides pooled trust services to disable individuals. The organization holds funds in custodial accounts. A trust escrow asset and associated escrow liability are presented on the balance sheet.”

Raw XML Appendix383 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE MEDICAID, SSI AND OTHER MEANS-TESTED BENEFITS RECIPIENTS WHO HAVE BEEN INJURED IN A PERSONAL INJURY, MEDICAL MALPRACTICE, CLASS ACTION, OR OTHER LAWSUITS WITH THE FINEST, MOST COMPASSIONATE AND FASTEST SERVICE AVAILABLE FROM A POOLED SPECIAL NEEDS TRUST-AND TO DO SO WITH THE UTMOST OF COMPETENCE, LEGAL EXPERTISE, AND UNDERSTANDING.
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0215
IRS990/AllOtherExpensesGrp/TotalAmt0215
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum03178418795
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 501877
IRS990/BooksInCareOfDetail/USAddress/CityNm0INDIANAPOLIS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd046250
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt057077
IRS990/CashNonInterestBearingGrp/EOYAmt04075
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd01
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0254939
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0169838
IRS990/CYRevenuesLessExpensesAmt0-394844
IRS990/CYSalariesCompEmpBnftPaidAmt0309743
IRS990/CYTotalExpensesAmt0564682
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0169838
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0PROVIDED POOLED TRUST SERVICES TO DISABLED INDIVIDUALS WHO RECEIVE MEANS-TESTED BENEFITS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt06
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountLiabilityGrp/BOYAmt018183299
IRS990/EscrowAccountLiabilityGrp/EOYAmt014309639
IRS990/ExpenseAmt0561045
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt010280
IRS990/FeesForServicesAccountingGrp/TotalAmt010280
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt07703
IRS990/FeesForServicesLegalGrp/TotalAmt07703
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt0180999
IRS990/FeesForServicesManagementGrp/TotalAmt0180999
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt03881
IRS990/FeesForServicesOtherGrp/TotalAmt03881
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0MATT RAYMOND
IRS990/Form990PartVIISectionAGrp/PersonNm1JEFFREY L BINKLEY
IRS990/Form990PartVIISectionAGrp/PersonNm2KEVIN CLASEN
IRS990/Form990PartVIISectionAGrp/PersonNm3WES COSGRIFF
IRS990/Form990PartVIISectionAGrp/PersonNm4KENN BARBEE
IRS990/Form990PartVIISectionAGrp/PersonNm5LARRY CAGLE
IRS990/Form990PartVIISectionAGrp/PersonNm6KIRK LEBLANC
IRS990/Form990PartVIISectionAGrp/PersonNm7SUSAN HARGROVE
IRS990/Form990PartVIISectionAGrp/PersonNm8GARY NEAD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3100000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt483462
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt8TREASURER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02019
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0169838
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt07461
IRS990/InformationTechnologyGrp/TotalAmt07461
IRS990/InsuranceGrp/ProgramServicesAmt06811
IRS990/InsuranceGrp/TotalAmt06811
IRS990/InterestGrp/ProgramServicesAmt0641
IRS990/InterestGrp/TotalAmt0641
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IN
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE MEDICAID, SSI AND OTHER MEANS-TESTED BENEFITS RECIPIENTS WHO HAVE BEEN INJURED IN A PERSONAL INJURY, MEDICAL MALPRACTICE, CLASS ACTION, OR OTHER LAWSUITS WITH THE FINEST, MOST COMPASSIONATE AND FASTEST SERVICE AVAILABLE FROM A POOLED SPECIAL NEEDS TRUST-AND TO DO SO WITH THE UTMOST OF COMPETENCE, LEGAL EXPERTISE, AND UNDERSTANDING.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0-519780
IRS990/NetAssetsOrFundBalancesEOYAmt0-914624
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-519780
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-914624
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt012880
IRS990/OfficeExpensesGrp/TotalAmt012880
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt018196329
IRS990/OtherAssetsTotalGrp/EOYAmt014322077
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ADVOCACY FEES PAID
IRS990/OtherExpensesGrp/Desc1TELEPHONE
IRS990/OtherExpensesGrp/Desc2BANK CHARGES
IRS990/OtherExpensesGrp/Desc3MEMBERSHIP AND DUES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03637
IRS990/OtherExpensesGrp/ProgramServicesAmt08116
IRS990/OtherExpensesGrp/ProgramServicesAmt17732
IRS990/OtherExpensesGrp/ProgramServicesAmt2340
IRS990/OtherExpensesGrp/TotalAmt08116
IRS990/OtherExpensesGrp/TotalAmt17732
IRS990/OtherExpensesGrp/TotalAmt23637
IRS990/OtherExpensesGrp/TotalAmt3340
IRS990/OtherLiabilitiesGrp/BOYAmt0589887
IRS990/OtherLiabilitiesGrp/EOYAmt0931137
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0284359
IRS990/OtherSalariesAndWagesGrp/TotalAmt0284359
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt025384
IRS990/PayrollTaxesGrp/TotalAmt025384
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LARRY CAGLE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0169838
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0169838
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0133
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0166082
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0276266
IRS990/PYRevenuesLessExpensesAmt0-305602
IRS990/PYSalariesCompEmpBnftPaidAmt0415919
IRS990/PYTotalExpensesAmt0582001
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0276399
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-394844
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0169838
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0133
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt084750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt084883
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0169838
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0276266
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0123344
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0199078
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0768526
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0853409
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0169838
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0276399
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0208094
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0199078
IRS990ScheduleA/Total509Grp/TotalAmt0853409
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0169838
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0276399
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0208094
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0199078
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0853409
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt014322077
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0TRUST ESCROW DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0150000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1781137
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SBA EIDL LOAN
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1LOAN FROM THE NATIONAL FOUNDATION FOR SPECIAL NEEDS INTEGRITY
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ASSETS ARE FOR BENEFICIARIES ONLY. THE NEW LEAF NATIONAL TRUST ACTS AS A TRUSTEE AND PROVIDES POOLED TRUST SERVICES TO DISABLE INDIVIDUALS. THE ORGANIZATION HOLDS FUNDS IN CUSTODIAL ACCOUNTS. A TRUST ESCROW ASSET AND ASSOCIATED ESCROW LIABILITY ARE PRESENTED ON THE BALANCE SHEET.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt014322077
IRS990ScheduleD/TotalLiabilityAmt0931137
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NEW LEAF NATIONAL TRUST USED PROFESSIONAL BUSINESS SERVICES OF INDIANA, LLC (PBS) TO PERFORM SOME CONTRACT, MANAGEMENT CONSULTING AND MARKETING SERVICES (26-3803191). PBS BILLED NEW LEAF NATIONAL TRUST $51,723.40 FOR SERVICES AND $160.90 FOR EXPENSE REIMBURSEMENTS IN 2022. $36,818.46 WAS PAID FOR THE TWELVE MONTHS ENDED 12/31/2022. GARY NEAD IS A 100% OWNER EMPLOYEE OF PBS. GARY NEAD IS THE TREASURER OF THE BOARD OF NEW LEAF NATIONAL TRUST INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE RETURN IS SUBMITTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2KEY OFFICERS ARE REQUIRED TO DISCLOSE ANNUAL INTEREST THAT COULD GIVE RISE TO CONFLICTS. THE TAXPAYER DID REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO DETERMINE THE TOP EXECUTIVE SALARY, NEW LEAF NATIONAL TRUST FOLLOWED A WRITTEN EXECUTIVE COMPENSATION POLICY WHICH INCLUDED REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PRESIDENT PROVIDES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt018253406
IRS990/TotalAssetsEOYAmt014326152
IRS990/TotalAssetsGrp/BOYAmt018253406
IRS990/TotalAssetsGrp/EOYAmt014326152
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03637
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0561045
IRS990/TotalFunctionalExpensesGrp/TotalAmt0564682
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt018773186
IRS990/TotalLiabilitiesEOYAmt015240776
IRS990/TotalLiabilitiesGrp/BOYAmt018773186
IRS990/TotalLiabilitiesGrp/EOYAmt015240776
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-519780
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-914624
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0561045
IRS990/TotalProgramServiceRevenueAmt0169838
IRS990/TotalReportableCompFromOrgAmt0183462
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0169838
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0169838
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt018253406
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt014326152
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt04243
IRS990/TravelGrp/TotalAmt04243
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 501877
IRS990/USAddress/CityNm0INDIANAPOLIS
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd0462506877
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.NEWLEAFSNT.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LARRY CAGLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03178418795
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEW LEAF NATIONAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0NEWL
ReturnHeader/Filer/EIN0830614420
ReturnHeader/Filer/PhoneNum03178418795
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 501877
ReturnHeader/Filer/USAddress/CityNm0INDIANAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd0462506877
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0921420131
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ SOMERSET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03925 RIVER CROSSING PKWY STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046240
ReturnHeader/PreparerPersonGrp/PhoneNum03174722200
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW W UTTERBACK CPA
ReturnHeader/ReturnTs02023-10-31T13:05:55-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LARRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CAGLE
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.