2024-03-19T10:38:21-05:00 2023-06-30 HW&CO 28601 Chagrin Blvd 210 Woodmere OH 44122 990 2022-07-01 341640416 Lake Geauga Educational Assistance Foundation % PATRICIA EGAN LAKE 4405257095 7700 Clocktower Drive Suite C-2048 Kirtland OH 44094 Hallie Pallante Treasurer 4405257095 2024-02-13 true Hallie Pallante 999009999 David M Reape CPA P00068117 2168311200 2 2022 2023-04-26 12:10:37Z Patricia Egan 7700 Clocktower Dr C-2048 Kirtland OH 44094 487766 false X www.leaf-ohio.org X 1989 OH LEAF empowers learners to plan for their future through career, education, and financial aid advisory services. 10 10 14 10 19700 0 370104 204512 215883 268398 91 182 898 7064 586976 480156 71250 62250 0 0 312426 288701 0 0 36875 98043 81327 481719 432278 105257 47878 301055 365512 35023 51602 266032 313910 X LEAF empowers learners to plan for their future through career, education, and financial aid advisory services. true false 269138 220268 LEAF serves 22 schools (16,000+) students in Lake, Geauga, Cuyahoga, and Portage Counties. Advisory services include: career exploration; college/career technical education program search; understanding the college admission process; fee waivers for admission applications and SATs/ACTs; understanding the financial aid process; filing the FAFSA form; completion of other financial aid documents, such as the CCS Profile, institutional forms, and change of circumstance forms; scholarship search; understanding education funding options, including student loans; interpreting financial aid offers. LEAF also publishes the Resource Guide for Pathway Success; Junior, Senior, and Career Leaflets; and 16 e-newsletters that are grade specific. Publications are directed to contract school constituencies only. Advisors meet individual students and families at the high school, virtually, or at the Resource Center. They also facilitate in-school presentations, a Financial Aid Night, and often a Financial Aid Filing Night, which assists in filing the FAFSA form. 62250 62250 9100 SCHOLARSHIP MANAGEMENT: LEAF MANAGES AND ADMINISTERS SCHOLARSHIPS FOR SEVERAL THIRD-PARTY ORGANIZATIONS (KNOWN AS COMMUNITY SCHOLARSHIPS). THESE COMMUNITY SCHOLARSHIPS ARE FUNDED BY THE CLEVELAND FOUNDATION HARRIET B. STORRS FUND, THE CLEVELAND FOUNDATION WILLIS KELLY SCHOLARSHIP FUND, WILLOUGHBY SOUTH ALUMNI, WESTERN RESERVE JUNIOR LEAGUE, ABB, EASTERN LAKE COUNTY CHAMBER OF COMMERCE, ERIE AFFILIATES, AND THREE MEMORIAL FUNDS. LEAF CHARGES A NOMINAL ADMINISTRATIVE FEE TO MANAGE THESE SCHOLARSHIPS. IN ADDITION, LEAF MANAGES AND ADMINISTERS SCHOLARSHIPS THAT ARE FUNDED BY OUR OWN DONORS AND FUNDRAISING EFFORTS. 19700 The Resource Center, located at the LEAF offices in Kirtland, offers the same services identified above to learners and their families at no charge. Services are offered by appointment during limited times, both in person and virtually. The Resource Center also offers virtual sessions, typically on Monday nights during the school year, on a variety of topics that include career options, such as the trades, manufacturing, certificate education, and the military, as well as other topics such as Scholarships 101, Financing your Education, and how colleges recruit athletes. Each session has a subject expert, or a panel of subject experts facilitated by LEAF staff. Attendance varies by topic. Registration is required and those who register can request a video of the session. All sessions are open to the community at large. 331388 true true false false false false false false false true false true false false false true true false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false true X 0 0 14 true true true false false false false false false false false false false false 0 0 false false false X 10 10 false false false false false false false true true false false false true true true true true true false false OH X PATRICIA EGAN 4405257095 7700 CLOCKTOWER DRIVE ROOM C-2048 Kirtland OH 44094 Patricia G Eagen Executive Director 40.0 0.0 X 80348 0 0 Dr Trista Warren Executive Director 40.0 0.0 X 3594 0 108 Keith Hohman President 5.0 0.0 X X 0 0 0 Megan Krippel Vice President 5.0 0.0 X X 0 0 0 Hallie Pallante Treasurer 5.0 0.0 X X 0 0 0 Jacqueline Sherry Secretary 5.0 0.0 X X 0 0 0 Amy Capitena-DuFour Director 2.0 0.0 X 0 0 0 Linda Mangosh Director 2.0 0.0 X 0 0 0 Robert Malinowski Director 2.0 0.0 X 0 0 0 Anthony Podojil Director 2.0 0.0 X 0 0 0 Tamee Tucker Director 2.0 0.0 X 0 0 0 Brandon Robinson Director 2.0 0.0 X 0 0 0 83942 0 108 0 false false false 0 500 204012 204512 HIGH SCHOOL ADVISORY SERVICES 611710 239598 239598 ADVERTISING 541800 19700 19700 SCHOLARSHIP ADMINISTRATION 611710 9100 9100 268398 182 182 0 0 0 0 0 0 14304 500 7610 6694 6694 0 0 0 0 0 0 MISCELLANEOUS INCOME 999999 370 370 370 480156 249068 19700 6876 0 62250 62250 0 0 84409 63308 11816 9285 0 172986 129742 24215 19029 4174 3131 584 459 2979 2234 417 328 24153 18115 3381 2657 0 0 15200 15200 0 0 0 750 750 0 45379 36241 5117 4021 8492 6369 1189 934 0 0 440 440 5919 5919 0 0 0 0 996 747 249 MISCELLANEOUS EXPENSE 2366 1107 1097 162 DUES & SUBSCRIPTIONS 1785 1785 432278 331388 64015 36875 57840 25207 101799 208388 0 0 76883 62000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 64533 69917 0 0 0 0 0 0 301055 365512 12950 5498 0 0 22073 46104 0 0 0 0 0 0 0 0 0 0 0 0 35023 51602 X -58065 131876 324097 182034 266032 313910 301055 365512 47878 X false true X true false X 42297 182507 214199 370104 204512 1013619 0 0 42297 182507 214199 370104 204512 1013619 0 1013619 597 561 298 91 182 1729 9828 6882 4068 20778 1502 166 898 370 2936 1039062 1100146 0.97551 0.97569 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21469 21469 21469 21469 21469 21469 21469 21469 18308 3161 21469 1.00000 true false INVESTMENTS AT CLEVELAND FOUND 69917 F 69917 0 0 X 483266 483266 -3110 -3110 480156 435388 3110 3110 432278 432278 Part V, Line 4 - Intended Uses for Endowment Funds LEAF ADMINISTRATION ENDOWMENT FUND IS TO BE USED FOR SCHOLARSHIPS AND RELATED ADMINISTRATION EXPENSES. PART X - FIN 48 FOOTNOTE LEAF IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(c)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AS A CHARITABLE ORGANIZATION WHERBY ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 509(A)(1) OF THE CODE, IS SUBJECT TO FEDERAL INCOME TAX. PART XI, Line 4b - Other Fundraising Event Expense -$3,110 Part XII, Line 2D - Other Fundraising Event Expense $3,110 true Schol Award Dir to Univ 44 62250 Part I, Line 2 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS LEAF HOLDS AND ADMINISTERS FUNDS WHOSE PURPOSE IS TO PROVIDE SCHOLARSHIPS/GRANTS TO INDIVIDUAL STUDENTS SO THEY MAY ATTEND POST-SECONDARY EDUCATIONAL INSTITUTIONS. THESE FUNDS MAY BE USED FOR TUITION, FEES, ROOM AND BOARD, OR BOOKS AT ACCREDITED SCHOOLS WITHIN THE UNITED STATES. THE FUNDS WILL BE PUBLICIZED WITHOUT DISCRIMINATION. IT IS THE RESPONSIBILITY OF LEAF TO MAINTAIN RECORDS OF THE APPLICANTS, BOTH RECIPIENTS AND NON-RECIPIENTS, AND THE SELECTION PROCESS. WHEN APPLICABLE, LEAF WILL MONITOR THE ACADEMIC PERFORMANCE OF RECIPIENTS. THE TERMS REGARDING THE ACCEPTANCE OF AN AWARD ARE SET FORTH IN A WRITTEN AGREEMENT AND SIGNED BY THE RECIPIENT. TERMS INCLUDE, BUT ARE NOT LIMITED TO, THE AMOUNTS AND DURATION OF THE AWARD, THE INSTITUTION TO WHICH IT WILL BE PAID, REQIREMENTS WHICH WILL BE MET BY THE RECIPIENT FOR THE DURATION OF THE AWARD, AND THE PURPOSE OF THE AWARD (FOR EXAMPLE: TUITION, FEES, ROOM AND BOARD, BOOKS). ALL SCHOLARSHIP AWARDS ARE DISBURSED ONLY TO EDUCATIONAL INSTITUTIONS UNDER THE TERMS INDICATED (FOR EXAMPLE, THE ACADEMIC TERM AND PURPOSE OF THE AWARD). IF LEAF OBTAINS ANY INFORMATION INDICATING THAT ALL OR ANY PORTION OF THE SCHOLARSHIP IS NOT BEING USED IN THE PROPER MANNER, LEAF WILL INVESTIGATE THE RECIPIENT'S USE OF THE FUNDS. DURING THE INVESTIGATION PERIOD, FUNDS WILL BE WITHHELD. IF IT IS DETERMINED THE SCHOLARSHIP, IN PART OR WHOLE, HAS BEEN USED FOR IMPROPER PURPOSES, LEAF WILL TAKE ALL REASONABLE AND APPROPRIATE STEPS TO RECOVER FUNDS. LEAF WILL WITHHOLD ANY FUTURE FUNDS UNTIL THE RECIPIENT HAS MADE ASSURANCES THAT FUTURE FUNDS WILL NOT BE DIVERTED, AND LEAF WILL NOT RELEASE ANY FUTURE FUNDS UNTIL DIVERTED FUNDS ARE RECOVERED OR RESTORED. LEAF RETAINS RECORDS IN CONNECTION WITH ALL SCHOLARSHIPS/GRANTS APPLICANTS INCLUDING THE QUALIFICATIONS FOR EVALUATION, THE IDENTIFICATION OF APPLICANTS (INCLUDING ANY RELATIONSHIP OF ANY APPLICANT OR RECIPIENT TO LEAF STAFF AND BOARD OF DIRECTORS), THE PURPOSE AND AMOUNT OF EACH AWARD AND ANY ADDITIONAL INFORMATION OBTAINED IN COMPLYING WITH ITS ADMINISTRATION PROCEDURES. THIS PERTAINS TO ALL APPLICANTS, INCLUDING THOSE WHO ARE NON-RECIPIENTS. THESE RECORDS ARE KEPT FOR NO LESS THAN THREE YEARS AFTER FILING LEAF'S ANNUAL TAX RETURN FOR THE PERIOD IN WHICH THE LAST INSTALLMENT OF THE SCHOLARSHIP/GRANT WAS PAID. FORM 990, PART VI, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990 PRIOR TO FILING, THE FORM 990 IS PRESENTED TO THE EXECUTIVE DIRECTO AND FINANCE STAFF FOR REVIEW AND APPROVAL. THE FORM 990 IS THEN ELECTRONICALLY DISTRIBUTED TO THE BOARD OF DIRECTORS IN ADVANCE OF FILING. A BOARD OFFICER SIGNS THE 990 (8879-TE) AND THE 990 IS ELECTRONICALLY FILED. FORM 990, PART VI, LINE 12C ENFORCEMENT OF CONFLICTS POLICY EACH YEAR, THE BOARD MEMBERS ARE ASKED TO REVIEW THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. AMONG OTHER THINGS, THE POLICY MAKES CLEAR THAT ALL DECISIONS OF THE BOARD, OFFICERS, AND EMPLOYEES OF THE ORGANIZATION ARE MADE SOLELY ON THE BASIS OF DESIRE TO PROMOTE THE BEST INTEREST OF THE ORGANIZATION AND THE PUBLIC GOOD. THE CONFLICT OF INTEREST REQUIRES BOARD MEMBERS TO IDENTIFY, TO THE BEST OF THEIR KNOWLEDGE, AFFILIATIONS, AND ORGANIZATIONS THAT MAY BE POTENTIALLY RELATED TO THE FINANCIALS, OR SUBSTANTIVE OPERATIONS OF THE ORGANIZATION. THEY ARE ALO ASKED TO IDENTIFY CIRCUMSTANCES INVOLVING THEMSELVES, OR A MEMBER OF THEIR EXTENDED FAMILY, THAT MAY BE CONSIDERED AS A CONFLICT OF INTEREST. AT THE STAFF LEVEL, THE ORGANIZATION'S PERSONNEL ALSO ENSURE THAT THERE ARE NO CONFLICTS OF INTEREST WHEN CONSIDERING THE ENGAGEMENT OF A NEW VENDOR. IF A POTENTIAL CONFLICT IS IDENTIFIED, APPROPRIATE STEPS ARE TAKEN TO BOTH ASSESS THE NATURE OF TEH POTENTIAL CONFLICT OF INTEREST AND SUBSEQUENTLY, TO ENSURE THAT THE POSSIBILITY OF AN ACTUAL CONFLICT IS MITIGATED. SUCH MITIGATION IS MANAGED AND THE LETTER AND SPIRIT OF THE CONFLICTS POLICY ARE UPHELD. FORM 990, PART VI, LINE 15A COMPENSATION PROCESS FOR TOP OFFICIAL THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS REVIEWED AND APPROVED BY THE PRESIDENT OF THE BOARD OF DIRECTORS AFTER CONSIDERATION OF COMPARABLE DATA FROM OUTSIDE SOURCES. SALARY AND BENEFITS ARE DOCUMENTED. FORM 990, PART VI, LINE 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION THE ORGANIZATION'S FORM 1023 AND FORM 990 ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FORM 990, WITHOUT SCHEDULE B, CAN ALSO BE FOUND ON SEVERAL PUBLICLY ACCESSIBLE WEBSITES.