New Leaf Behavioral Health
Nonprofit profile at a glance
- EIN
- 320204218
- IRS 990 coverage
- 2010–2024
- Forms available
- Form 990 2024, Form 990-N 2007
- Location
- Raleigh, NC, USA
- Phone
- 9197818370
- Rating
- 79
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Counseling, Support Groups
Reported finances
- Revenue
- $1,926,497
- Expenses
- $1,437,551
- Assets
- $2,877,151
- Liabilities
- $270,308
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
6 people listed
Executive titles in this filing
- PATRICK MALLOY (EXECUTIVE DIRECTOR)
Highest reported compensation
- PATRICK MALLOY (EXECUTIVE DIRECTOR): $101,024 total reported compensation
- DAVA MUSERALLO (CLINICAL DIRECTOR): $99,327 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
New leaf behavioral health believes quality mental health care should be accessible to all in need in our community. We strive to make this vision a reality by providing innovative access to cutting edge outpatient clinical services.
What it reported doing in 2024
Our professional counseling program offers essential mental health services to the community, specifically serving individuals with commercial insurance policies. A key aspect of our mission is to ensure equitable access to care. The program fills a critical gap in the local healthcare landscape, offering an essential alternative to the many cash-only practices that are unaffordable to most. This service ensures that individuals can utilize their insurance benefits to receive affordable and necessary mental health support. In 2024, this program provided 7,394 sessions.
Operating model
- Revenue model
- Earned-program. 91% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - The filed numbers largely add up and a large share of total spending goes to programs. A relatively small share of available resources goes toward mission work and fundraising costs are high for each dollar raised.
Rating breakdown
- Financial Efficiency: 63
- Transparency & Controls: 86
- Accountability: 100
- Sustainability: 65
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 58.4%; rating input score 58
- Program expense ratio: 82.1%; rating input score 82
- Fundraising efficiency: $7.84 raised per $1 spent on fundraising; rating input score 30; 30th percentile among comparable filings
Transparency & Controls
- Consistency checks: 93.3%; rating input score 93; 22nd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 9 of 9 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 25.4%; rating input score 81; 81st percentile among comparable filings
- Total-asset coverage ratio: 2; rating input score 65; 65th percentile among comparable filings
- Liabilities to assets ratio: 0.09; rating input score 43; 43rd percentile among comparable filings
- Officer compensation ratio: 13.9%; rating input score 25; 25th percentile among comparable filings
Growth
- Program expense growth: 9.1% per year; rating input score 100; 60th percentile among comparable filings
- Revenue growth: 10.4% per year; rating input score 100; 68th percentile among comparable filings
- Asset growth: 24% per year; rating input score 100; 86th percentile among comparable filings
Details
- Where the money goes: 58.4% of revenue deployed · 82.1% of spending went to programs
- Governance: 4 of 4 board members independent · 9 of 9 filing controls reported
- Programs: 3 filed program accomplishments · $1.2M in reported program spending
- Leadership: top reported pay $101K · 6 people listed
- Consistency: 28 of 30 current checks pass · 2 findings to review
- Schedules: 4 filed schedules · includes major donors
- Filing history: 13 filing years from 2010 to 2024
- Contacts: How to reach this organization
- Money network: 2 filed money-flow records
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Financial Efficiency: Mission deployment rate scored 58/100.
- Moderate — Financial Efficiency: Fundraising efficiency scored 30/100.
- Moderate — Transparency & Controls: Schedule D expense reconciliation did not reconcile in the filed values.
- Moderate — Transparency & Controls: Schedule D revenue reconciliation did not reconcile in the filed values.
- High — Sustainability: Officer compensation ratio scored 25/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 43/100.