2024-05-13T14:39:58-05:00 2023-06-30 390859910 BAKER TILLY US LLP 2055 E WARNER RD STE 101 TEMPE AZ 85284 990 2022-07-01 860558407 MESA COMMUNITY ACTION NETWORK INCORPORATED MESA 4809694024 868 E UNIVERSITY DR MESA AZ 85203 CATHERINE DYCIEWSKI CAO 4809694024 2024-05-09 1 CATHERINE DYCIEWSKI 999009999 0 SHARLYNN GARZA P02038329 4808394900 2024-05-09 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z MICHAEL T HUGHES 868 E UNIVERSITY DR MESA AZ 85203 5163807 0 X WWW.TURNANEWLEAF.ORG X 1986 AZ MESA COMMUNITY ACTION NETWORK (MESACAN) HAS A MISSION OF "ADDRESSING (CONTINUED ON SCHEDULE O) POVERTY NEEDS TO IMPROVE THE LIVES OF INDIVIDUALS AND FAMILIES IN THE MESA COMMUNITY," WHICH IS IN LINE WITH A NEW LEAF'S MISSION OF HELPING FAMILIES...CHANGING LIVES BY OFFERING LOW-INCOME MESA RESIDENTS' UTILITY/RENT/MORTGAGE ASSISTANCE, FINANCIAL EDUCATION AND COACHING, EMPLOYMENT DEVELOPMENT AND ASSET BUILDING IN A ONE-STOP-SHOP ENVIRONMENT THROUGH FEDERAL, STATE, AND CITY-FUNDED PROGRAMS. 7 7 21 112 -21789 0 4498941 3777658 0 0 13 257 570267 582260 5069221 4360175 3523917 2911190 0 0 1098206 1001896 0 0 289634 720685 675002 5342808 4588088 -273587 -227913 2144553 1136833 1527837 748030 616716 388803 X MESA COMMUNITY ACTION NETWORK (MESACAN) HAS A MISSION OF "ADDRESSING POVERTY NEEDS TO IMPROVE THE LIVES OF INDIVIDUALS AND FAMILIES IN THE MESA COMMUNITY," WHICH IS IN LINE WITH A NEW LEAF'S MISSION OF HELPING FAMILIES...CHANGING LIVES BY OFFERING LOW-INCOME MESA RESIDENTS' UTILITY/RENT/MORTGAGE ASSISTANCE, FINANCIAL EDUCATION AND COACHING, EMPLOYMENT DEVELOPMENT AND ASSET BUILDING IN A ONE-STOP-SHOP ENVIRONMENT THROUGH FEDERAL, STATE, AND CITY-FUNDED PROGRAMS. 0 0 2284921 1480709 MESA COMMUNITY ACTION NETWORK (MESACAN) IS A COMMUNITY ACTION PROGRAM SUBSIDIARY OF A NEW LEAF, SERVING MORE THAN 8,000 LOW-INCOME INDIVIDUALS AND FAMILIES IN MESA ANNUALLY. MESACAN IS BOTH COMMITTED AND RESPONSIVE TO MEETING THE NEEDS OF ECONOMICALLY-DISADVANTAGED INDIVIDUALS AND FAMILIES THROUGH A COMPREHENSIVE ARRAY OF CLIENT-CENTERED PROGRAMS AND SERVICES. (CONTINUED ON SCHEDULE O).SERVICES INCLUDE EMERGENCY RENT, MORTGAGE AND UTILITY FINANCIAL ASSISTANCE, HOME WEATHERIZATION ASSISTANCE, BROADBAND RESOURCES, CASE MANAGEMENT, BENEFITS ENROLLMENT, INFORMATION AND REFERRAL, WORKFORCE DEVELOPMENT, FINANCIAL COACHING, ECONOMIC DEVELOPMENT FOR SMALL BUSINESS, VOLUNTEER INCOME TAX ASSISTANCE (VITA), POST-SECONDARY MATCH SAVINGS PROGRAM, AND ONSITE COMMUNITY RESOURCES SUCH AS WIC AND SNAP OFFICES. MESACAN PARTNERS WITH PUBLIC, PRIVATE AND OTHER SOCIAL SECTOR ORGANIZATIONS, AND RELEVANT SERVICES ARE CO-LOCATED. THIS COLLABORATIVE APPROACH EFFECTIVELY MOBILIZES SOLUTIONS FOR EASY ACCESS TO MEET THE NEEDS OF HOUSEHOLDS IN CRISIS.FINANCIAL ASSISTANCE IS AVAILABLE TO LOW-INCOME HOUSEHOLDS THROUGH MULTIPLE SERVICES, INCLUDING RENT AND UTILITY ASSISTANCE TO THOSE FACING EVICTION AND UTILITY ASSISTANCE TO HOUSEHOLDS FACING UTILITY SHUT-OFF. CASE MANAGERS ASSIST WITH APPLYING FOR PUBLIC BENEFITS, SUCH AS SSI/SSDI. AN ONSITE BASIC NEEDS PANTRY PROVIDES LOW-INCOME HOUSEHOLDS WITH DIAPER DISTRIBUTION, FOOD BOXES, HYGIENE BAGS, AND OTHER BASIC NEEDS. FINANCIAL COACHING SERVICES TO SUPPORT HOUSEHOLDS TO ESTABLISH A BUDGET, LEARN HOW TO SAVE AND PAY OFF DEBT, AND LEARN HOW TO IMPROVE CREDIT WEATHERIZATION SERVICES OFFER LOW-INCOME HOMEOWNERS IN MESA ASSISTANCE WITH HOME IMPROVEMENTS DESIGNED TO MAKE THEIR HOME MORE ENERGY EFFICIENT AND REDUCE THE COST OF UTILITIES. THE PROGRAM PROVIDES LONG-TERM RESULTS BY IDENTIFYING THE CAUSE OF THE HIGH UTILITY BILLS AND REPAIRING THOSE PROBLEM AREAS. WORKFORCE SERVICES HELPS ALL JOB SEEKERS, INCLUDING THOSE RECOVERING FROM A CRISIS SITUATION, SECURE EMPLOYMENT OR CREATE A PLAN FOR MORE STABLE EMPLOYMENT. 1038389 874667 WEATHERIZATION SERVICES OFFERS LOW-INCOME HOME OWNERS IN MESA, ASSISTANCE WITH HOME IMPROVEMENTS DESIGNED TO MAKE THEIR HOME MORE ENERGY EFFICIENT AND REDUCE THE COST OF UTILITIES. THE PROGRAM PROVIDES LONG-TERM RESULTS BY IDENTIFYING THE CAUSE OF THE HIGH UTILITY BILLS AND REPAIRING THOSE PROBLEM AREAS. 63143 39451 ASSETS TO OPPORTUNITY DIRECTLY SERVES APPROXIMATELY 60 LOW-INCOME INDIVIDUALS EACH YEAR, ASSISTING THEM WITH OVERCOMING BARRIERS TO ECONOMIC MOBILITY, OBTAINING THE RESOURCES AND SKILLS NECESSARY TO NAVIGATE HIGHER EDUCATION OR SMALL BUSINESS DEVELOPMENT, AND IDENTIFYING AND UTILIZING OTHER RESOURCES FOR BUILDING LONG-TERM FINANCIAL HEALTH. ASSET BUILDING PROGRAMS HAVE BEEN SHOWN TO MOVE PEOPLE OUT OF POVERTY BY DEVELOPING SOUND MONEY MANAGEMENT PRACTICES AND BY PLANNING FOR LONG-TERM SUCCESS. 677613 516363 3 MESACAN DONATED $293,650 IN BINGO PROCEEDS TO A NEW LEAF, INC. FOR THE BENEFIT OF THE EAST VALLEY MEN'S CENTER, A HOMELESS SHELTER FOR MEN.VOLUNTEER INCOME TAX ASSISTANCE (VITA) PROGRAM IS A POWERFUL ANTI-POVERTY AND COMMUNITY ASSET DEVELOPMENT PROGRAM, OFFERING FREE TAX PREPARATION SERVICES FOR LOW- TO MODERATE-INCOME HOUSEHOLDS (THOSE GENERALLY MAKING $60,000 OR LESS), PERSONS WITH DISABILITIES, SENIORS, AND LIMITED ENGLISH-SPEAKING TAXPAYERS WHO NEED ASSISTANCE IN PREPARING THEIR OWN TAX RETURNS. HOUSEHOLDS ARE ASSISTED IN ACCESSING THE FULL AMOUNT OF TAX CREDITS FOR WHICH THEY ARE ELIGIBLE, WITHOUT LOSING HUNDREDS OF DOLLARS IN PAID PREPARER FEES. THIS VALUABLE SERVICE ALLOWS HOUSEHOLDS TO OFFSET DEBT, INCREASE SAVINGS, ACQUIRE NEEDED ASSETS, AND BUILD ECONOMIC STABILITY. VITA SERVICES MAKE A POSITIVE IMPACT IN THE LIVES OF APPROXIMATELY 3,500 LOW-INCOME HOUSEHOLDS EACH YEAR AND RETURN MORE THAN $4,500,000 IN TAX REFUNDS TO LOCAL COMMUNITIES. 677613 516363 3 4064066 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 194 0 21 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 1 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 X X THE ORGANIZATION 4809694024 868 E UNIVERSITY DR MESA AZ 85203 BRYAN RAINES CHAIR 1.00 0.00 X X 0 0 0 MIKE HUTCHINSON TREASURER/SECRETARY 1.00 1.10 X X 0 0 0 BRAD ROERIG BOARD MEMBER 1.00 0.00 X 0 0 0 ERON SCHOOLCRAFT BOARD MEMBER 1.00 0.00 X 0 0 0 MARIA DAWES BOARD MEMBER 1.00 0.00 X 0 0 0 MONICA MARGAILLAN BOARD MEMBER 1.00 0.00 X 0 0 0 SHAWNTA SHANE BOARD MEMBER 1.00 0.00 X 0 0 0 MICHAEL HUGHES CEO 1.00 44.00 X 0 289011 6387 CATHERINE DYCIEWSKI CAO 1.00 44.00 X 0 155393 12869 CONSTANCE ORR COO 1.00 44.00 X 0 139289 7080 KATHLEEN DI NOLFI CHIEF PROGRAM OFFICER 1.00 44.00 X 0 144862 7250 JOSEPH DULIN CHIEF PHILANTHROPY OFFICER 1.00 44.00 X 0 125542 14857 NICOLE SALTER CCO 1.00 44.00 X 0 122522 11780 0 976619 60223 0 0 1 0 FSL HOME IMPROVEMENTS 1201 E THOMAS AVE PHOENIX AZ 85014 WEATHERIZATION CONTRACTOR 968111 1 3542009 235649 280 3777658 257 257 1385889 803632 582257 -21789 604046 OTHER INCOME 624200 3 3 3 4360175 3 -21789 604303 293650 293650 2617540 2617540 829489 597673 134169 97647 28321 22738 5010 573 77610 62310 13728 1572 66476 48189 10145 8142 5530 5530 31780 31780 173964 173964 7317 4563 204 2550 19558 17602 1322 634 230106 115380 16540 98186 30219 28235 1984 18544 17997 547 36797 153 5169 31475 24667 20708 3959 EQUIPMENT LEASE, REPAIR 56919 31759 2702 22458 BINGO TAXES 25591 25591 MISCELLANEOUS EXPENSES 14010 11605 1599 806 4588088 4064066 234388 289634 901584 235006 218799 544519 16000 1002402 347956 5768 9352 2144553 1136833 478462 101628 267859 79273 781516 567129 1527837 748030 X -190792 -284479 807508 673282 616716 388803 2144553 1136833 -227913 0 X X 0 1 X 1 1 1 X 2449963 2695580 5926554 4498941 3777658 19348696 2449963 2695580 5926554 4498941 3777658 19348696 19348696 233 158 26 13 257 687 212 5543 10694 2376 3 18828 19368211 0.99900 0.98610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO AFFILIATE 567129 567129 X 4648185 288010 288010 4360175 0 4360175 4876098 288010 288010 4588088 0 4588088 PART X, LINE 2: THE ORGANIZATION RECOGNIZES UNCERTAIN TAX POSITIONS IN THE FINANCIAL STATEMENTS WHEN IT IS MORE LIKELY-THAN-NOT THAT THE POSITIONS WILL NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. AS OF JUNE 30, 2023, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1370596 766550 0 15293 37082 0 1385889 766550 37082 803632 582257 AZ 1 0 1 0 1.00000 CATHERINE DYCIEWSKI 868 E UNIVERSITY DR MESA AZ 85203 0 DOUGLAS ROWLAND 23249 OVERSIGHT OF ALL BINGO OPERATIONS X 0 1 A NEW LEAF INC 868 E UNIVERSITY DR MESA AZ 85203 860256667 501(C)(3) 293650 0 SERVICE TO THE HOMELESS 1 0 CLIENT ASSISTANCE, EDUCATION ASSISTANCE, WEATHERIZATION VOUCHERS, UTILITY VOUCHERS, RENT VOUCHERS 6271 2617540 PART I, LINE 2: THE ORGANIZATION MAKES AN ANNUAL GRANT TO A RELATED ORGANIZATION (SEE SCHEDULE R) FOR USE IN THEIR HOMELESS PROGRAM. THE TWO ORGANIZATIONS SHARE A COMMON MANAGEMENT TEAM THAT ASSURES THAT MESACAN IS AWARE OF HOW THE MONEY IS SPENT. THE MAJORITY OF THE FUNDS FOR THE SPECIFIC ASSISTANCE TO INDIVIDUALS IS PAID DIRECTLY TO THE VENDORS OR RESOURCE PROVIDERS TO ENSURE THE GRANT IS USED AS INTENDED. SMALL CASH AMOUNTS MAY BE PROVIDED TO GRANTEES IN LIMITED SITUATIONS WHERE RISK OF DIVERSION IS SMALL AND THE NEED HAS BEEN FULLY EVALUATED. 0 0 0 0 0 0 0 0 0 MICHAEL HUGHES CEO 0 289011 0 0 0 0 0 6110 0 277 0 295398 0 0 CATHERINE DYCIEWSKI CAO 0 155393 0 0 0 0 0 7692 0 5177 0 168262 0 0 KATHLEEN DI NOLFI CHIEF PROGRAM OFFICER 0 144862 0 0 0 0 0 7234 0 16 0 152112 0 0 PART I, LINE 3 MICHAEL HUGHES AND THE OFFICERS LISTED IN FORM 990, PART VII, ARE COMPENSATED BY THE RELATED ORGANIZATION, A NEW LEAF, INC., FOR SERVICES PROVIDED TO THE FILING ORGANIZATION AND RELATED ORGANIZATIONS. A NEW LEAF, INC. EMPLOYS THE MANAGEMENT GROUP FOR ALL RELATED AFFILIATES. THE FILING ORGANIZATION RELIED ON A NEW LEAF, INC., WHICH USED ONE OR MORE OF THE METHODS DESCRIBED IN PART I, LINE 3 TO ESTABLISH EXECUTIVE COMPENSATION. FORM 990, PART VI, SECTION A, LINE 3 THE DAY-TO-DAY OPERATIONS ARE MANAGED BY A NEW LEAF, INC., AN ARIZONA NON-PROFIT CORPORATION EXEMPT FROM TAX UNDER INTERNAL REVENUE CODE SECTION MESA COMMUNITY ACTION NETWORK, INC. 86-0558407 501(C)(3). (SEE SCHEDULE R) FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER IS A NEW LEAF, INC., AN ARIZONA NON-PROFIT CORPORATION EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). (SEE SCHEDULE R) FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER HAS APPROVAL RIGHTS OVER THE APPOINTMENT OR REMOVAL OF A DIRECTOR, OR THE FILLING OF VACANCIES ON THE BOARD OF DIRECTORS, SUBJECT TO ONE RESTRICTION MORE FULLY EXPLAINED IN THE LINE 7B EXPLANATION. SUBJECT TO THIS MEMBER APPROVAL RIGHT, THE CURRENT BOARD ELECTS DIRECTORS TO REPLACE THE DIRECTORS WHOSE TERMS ARE DUE TO EXPIRE. IN ADDITION, THE BYLAWS SET THE FOLLOWING BOARD COMPOSITION AS NEARLY AS IS PRACTICABLE: - ONE THIRD OF THE DIRECTORS SHALL BE ELECTED FROM INDIVIDUALS IN THE CIVIC AND BUSINESS COMMUNITIES IN THE GENERAL AREA SERVED BY THE CORPORATION. - ONE THIRD OF THE DIRECTORS SHALL BE ELECTED FROM INDIVIDUALS SERVING AS ELECTED OFFICIALS (OR THEIR DESIGNEES) ON VARIOUS POLITICAL BODIES AS DEFINED AND THAT ENCOMPASS ALL OF PART OF THE GENERAL AREA SERVED BY THE CORPORATION. - AT LEAST ONE-THIRD OF THE DIRECTORS MUST BE CHOSEN USING DEMOCRATIC SELECTION PROCEDURES ADMINISTERED BY THE CORPORATION THAT ARE ADEQUATE TO ASSURE THAT THE MEMBERS ARE REPRESENTATIVE OF LOW INCOME INDIVIDUALS AND FAMILIES IN THE NEIGHBORHOOD SERVED AND, IF THEY REPRESENT A SPECIFIC NEIGHBORHOOD, THAT THEY LIVE IN THAT NEIGHBORHOOD. FORM 990, PART VI, SECTION A, LINE 7B THE FOLLOWING ACTIONS REQUIRE PRIOR APPOVAL OF THE MEMBER: - THE APPOINTMENT OR REMOVAL OF A DIRECTOR OR THE FILLING OF VACANCIES ON THE BOARD OF DIRECTORS, WITH THE LIMITATION THAT THEY CANNOT USE THIS RIGHT TO LIMIT THE REPRESENTATION OF THE ONE-THIRD BOARD MEMBERSHIP THAT ARE REPRESENTATIVE OF THE LOW INCOME INDIVIDUALS OR FAMILIES IN THE NEIGHBORHOODS SERVED. - THE AMENDMENT OR REPEAL OF THE CORPORATION'S ARTICLES OF INCORPORATION OR BYLAWS OR THE ADOPTION OF NEW ARTICLES OF INCORPORATION OR BYLAWS. - THE FIXING OF COMPENSATION OF DIRECTORS FOR SERVING ON THE BOARD OF DIRECTORS OR ON ANY COMMITTEE OF THE BOARD OF DIRECTORS. - THE EXECUTION OF ANY CONTRACT FOR GOODS, SERVICES OR FACILITIES. - THE BORROWING OR LENDING OF MONEY. - THE LIQUIDATION OR DISSOLUTION OF THE CORPORATION, OR THE TRANSFER, DISPOSITION, OR ENCUMBRANCE OF THE PROPERTIES OR ASSETS OF THE CORPORATION OTHER THAN IN THE ORDINARY COURSE OF THE CORPORATION'S BUSINESS FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES THAT CAN ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM WHO CONDUCTED THE FINANCIAL STATEMENT AUDIT AND IS THEN PRESENTED TO THE CAO AND THE CEO OF A NEW LEAF FOR THEIR REVIEW AND DISCUSSION. ONCE APPROVED BY THEM, THE FORM 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE BOARD OF DIRECTORS AND KEY LEADERSHIP STAFF COMPLETE CONFLICT OF INTEREST FORMS AS REQUIRED UNDER A NEW LEAF, INC.'S CONFLICT OF INTEREST POLICY. THE ORGANIZATION'S MANAGEMENT TEAM MONITORS COMPLIANCE WITH POLICIES AND USE OF VENDORS, AGENCIES, PROFESSIONALS OR OTHER OUTSIDE ORGANIZATIONS TO ENSURE COMPLIANCE WITH POLICIES. BOARD MEMBERS RECUSE THEMSELVES FROM DISCUSSIONS OR VOTES WHEN POTENTIAL CONFLICT OF INTEREST ARISE. BOARD MEMBERS ANNUALLY COMPLETE A DISCLOSURE OF CONFLICT OF INTEREST STATEMENT WHICH IS MAINTAINED BY THE GOVERNANCE COMMITTEE AND THE CEO AND FORWARDED TO ANY GOVERNMENT AGENCIES WHICH REQUIRE SUCH DISCLOSURE. FORM 990, PART VI, SECTION C, LINE 18 A PUBLIC COPY OF THE FORM 990 AND THE FORM 1023 ARE AVAILABLE ON A NEW LEAF INC.'S WEBSITE (A RELATED ORGANIZATION, SEE SCHEDULE R) AT WWW.TURNANEWLEAF.ORG. FORM 990, PART VI, SECTION C, LINE 19 A PUBLIC COPY OF THE FORM 990, FORM 1023, THE CONFLICT OF INTEREST POLICY AND OTHER GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S ADMINISTRATION OFFICE DURING REGULAR BUSINESS HOURS. FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN EITHER THE OVERSIGHT PROCESS OR THE SELECTION PROCESS DURING THE TAX YEAR. A NEW LEAF INC 868 E UNIVERSITY DR MESA AZ 85203 860256667 BEHAVIORAL HEALTH SERVICES AZ 501(C)(3) LINE 7 N/A 0 NEIGHBORHOOD ECONOMIC DEVELOPMENT CORPORATION 868 E UNIVERSITY DR MESA AZ 85203 860888028 LOW INCOME FINANCING AZ 501(C)(3) LINE 7 A NEW LEAF INC 0 COMMUNITY ALLIANCE AGAINST FAMILY ABUSE 868 E UNIVERSITY DR MESA AZ 85203 860912044 DOMESTIC AND SEXUAL VIOLENCE SUPPORT AZ 501(C)(3) LINE 7 A NEW LEAF INC 0 NEW LEAF COTTAGES 868 E UNIVERSITY DR MESA AZ 85203 860225726 LOW INCOME HOUSING AZ 501(C)(3) LINE 10 A NEW LEAF INC 0 PROSPECT PARK I LP 868 E UNIVERSITY DR MESA AZ 85203 860899083 LOW INCOME HOUSING AZ N/A 0 0 LA MESITA APARTMENTS LP 868 E UNIVERSITY DR MESA AZ 85203 611676396 LOW INCOME HOUSING AZ N/A 0 0 LA MESITA APARTMENTS PHASE 3 LP 868 E UNIVERSITY DR MESA AZ 85203 371719843 LOW INCOME HOUSING AZ N/A 0 0 LA MESITA APARTMENTS LLC 868 E UNIVERSITY DR MESA AZ 85203 352438064 LOW INCOME HOUSING AZ N/A C 0 LA MESITA APARTMENTS PHASE 3 LLC 868 E UNIVERSITY DR MESA AZ 85203 371720046 LOW INCOME HOUSING AZ N/A C 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0