Nonprofit · EIN 83-0614420
NEW LEAF NATIONAL TRUST INC
Tax-exempt · INDIANAPOLIS, IN 46250
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $339,439 | $651,199 | -$311,760 | $16,137,118 | $17,913,836 | -$1,776,718 |
| December 31, 2024 | 990 | $391,654 | $697,235 | -$305,581 | $16,709,185 | $18,174,142 | -$1,464,957 |
| December 31, 2023 | 990 | $371,685 | $616,437 | -$244,752 | $17,201,640 | $18,361,016 | -$1,159,376 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $339,439
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- -$60
- Accounting fees
- $5,056
- Occupancy
- -$6,000
- Program services (functional)
- $651,199
Balance sheet and other
- Total assets, start of year
- $16,709,185
- Total assets, end of year
- $16,137,118
- Total liabilities, end of year
- $17,913,836
- Net assets, end of year
- -$1,776,718
- Net assets without donor restrictions
- -$1,776,718
- Gross receipts
- $339,439
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2019
- State of legal domicile
- IN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATT RAYMOND | DIRECTOR Trustee or director | 1 | $0 |
| JEFFREY L BINKLEY | DIRECTOR Trustee or director | 1 | $0 |
| KENN BARBEE | DIRECTOR Trustee or director | 40 | $0 |
| MICHAEL SCOTT | DIRECTOR Trustee or director | 1 | $0 |
| LARRY CAGLE | PRESIDENT Officer | 1 | $0 |
| KIRK LEBLANC | VICE PRESIDENT Officer | 1 | $0 |
| SUSAN HARGROVE | SECRETARY Officer | 1 | $0 |
| GARY NEAD | TREASURER Officer | 2 | $0 |
990 for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATT RAYMOND | DIRECTOR Trustee or director | 1 | $0 |
| JEFFREY L BINKLEY | DIRECTOR Trustee or director | 1 | $0 |
| KENN BARBEE | DIRECTOR Trustee or director | 40 | $0 |
| MICHAEL SCOTT | DIRECTOR Trustee or director | 1 | $0 |
| LARRY CAGLE | PRESIDENT Officer | 1 | $0 |
| KIRK LEBLANC | VICE PRESIDENT Officer | 1 | $0 |
| SUSAN HARGROVE | SECRETARY Officer | 1 | $0 |
| GARY NEAD | TREASURER Officer | 2 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KENN BARBEE | DIRECTOR Trustee or director | 40 | $86,000 |
| WES COSGRIFF | DIRECTOR Trustee or director | 40 | $55,191 |
| MATT RAYMOND | DIRECTOR Trustee or director | 1 | $0 |
| JEFFREY L BINKLEY | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL SCOTT | DIRECTOR Trustee or director | 1 | $0 |
| LARRY CAGLE | PRESIDENT Officer | 1 | $0 |
| KIRK LEBLANC | VICE PRESIDENT Officer | 1 | $0 |
| SUSAN HARGROVE | SECRETARY Officer | 1 | $0 |
| GARY NEAD | TREASURER Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 501877, INDIANAPOLIS, IN 46250-6877
- In care of
- % LARRY D CAGLE
- Principal officer (990 for 2025)
- GARY NEAD, PO BOX 501877, INDIANAPOLIS, IN 462506877
- Signed the 990
- GARY NEAD, TREASURER
- Phone
- (317) 841-8795
- Website
- WWW.NEWLEAFSNT.ORG
- Return prepared by
- CBIZ ADVISORS LLC
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.
Program accomplishments
- PROVIDED POOLED TRUST SERVICES TO DISABLED INDIVIDUALS WHO RECEIVE MEANS-TESTED BENEFITS.Expenses $651,199 · revenue $339,439
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 83-0614420
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2019
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E60)
- Assets (IRS master file)
- $16,137,118
- Income (IRS master file)
- $339,439
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $339,439 | $651,199 | $16,137,118 | XML |
| 990 | December 2024 | $391,654 | $697,235 | $16,709,185 | XML |
| 990 | December 2023 | $371,685 | $616,437 | $17,201,640 | XML |
| 990 | December 2022 | $169,838 | $564,682 | $14,326,152 | IRS |
| 990 | December 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 83-0614420).
Questions about NEW LEAF NATIONAL TRUST INC
- What is the EIN of NEW LEAF NATIONAL TRUST INC?
- The employer identification number (EIN) of NEW LEAF NATIONAL TRUST INC is 83-0614420.
- Is NEW LEAF NATIONAL TRUST INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to NEW LEAF NATIONAL TRUST INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NEW LEAF NATIONAL TRUST INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NEW LEAF NATIONAL TRUST INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NEW LEAF NATIONAL TRUST INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of NEW LEAF NATIONAL TRUST INC?
- The 990 for the year ended December 31, 2025 names GARY NEAD.
- Who are the officers and directors of NEW LEAF NATIONAL TRUST INC?
- The 990 for the year ended December 31, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does NEW LEAF NATIONAL TRUST INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $339,439, expenses of $651,199 and total assets of $16,137,118 at year end.
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