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Nonprofiteer
← LEAVEN INC

Form 990 for tax year 2023

Filed by LEAVEN INC.

Totals

Total revenue
$1,376,695
Total expenses
$1,592,189
Contributions and grants received
$1,220,331
Grants paid
$810,163
Program service revenue
$28,920
Investment income
$126,824
Other revenue
$620
Total assets, end of year
$9,026,216
Total liabilities, end of year
$42,479
Net assets or fund balances, end of year
$8,983,737
Program services expenses (Part IX)
$1,271,566
Management and general expenses
$260,774
Fundraising expenses
$59,849
Program service expenses (Part III)
$1,271,566

Program services were 79.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $135,561

  • 1f · All other contributions, gifts and grants

    $1,084,770

  • 1g · Noncash contributions included above

    $7,718

  • 2a · Program service revenue: LCRC INCOME

    total $28,920 · related or exempt $28,920

  • 3 · Investment income

    total $126,824 · excluded $126,824

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $620 · related or exempt $620

  • 11e · Other revenue, total

    $620

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $810,163 · program services $810,163

  • 5 · Compensation of officers, directors and key employees

    total $84,481 · program services $63,648 · management and general $12,107 · fundraising $8,726

  • 6 · Compensation of disqualified persons

    total $30,648 · program services $23,091 · management and general $4,391 · fundraising $3,166

  • 7 · Other salaries and wages

    total $258,953 · program services $195,095 · management and general $37,108 · fundraising $26,750

  • 9 · Other employee benefits

    total $22,282 · program services $16,787 · management and general $3,193 · fundraising $2,302

  • 10 · Payroll taxes

    total $28,116 · program services $21,183 · management and general $4,029 · fundraising $2,904

  • 11c · Fees: accounting

    total $41,240 · management and general $41,240

  • 11f · Fees: investment management

    total $60,290 · management and general $60,290

  • 11g · Fees: other

    total $25,861 · program services $25,349 · management and general $512

  • 12 · Advertising and promotion

    total $191 · management and general $191

  • 13 · Office expenses

    total $28,215 · program services $10,449 · management and general $17,091 · fundraising $675

  • 14 · Information technology

    total $46,334 · management and general $46,334

  • 16 · Occupancy

    total $34,612 · program services $29,937 · management and general $2,717 · fundraising $1,958

  • 22 · Depreciation, depletion and amortization

    total $81,278 · program services $61,235 · management and general $11,647 · fundraising $8,396

  • 23 · Insurance

    total $8,332 · program services $4,092 · management and general $4,240

  • 24a · Other expenses: BOARD MEETING EXPENSE

    total $13,055 · management and general $13,055

  • 24b · Other expenses: MISCELLANEOUS EXPENSE

    total $8,361 · program services $3,273 · management and general $116 · fundraising $4,972

  • 24c · Other expenses: VOLUNTEER EXPENSE

    total $7,264 · program services $7,264

  • 24d · Other expenses: MEMBERSHIPS

    total $2,513 · management and general $2,513

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $50 · end of year $466,624

  • 2 · Savings and temporary cash investments

    beginning of year $694,004 · end of year $790

  • 3 · Pledges and grants receivable

    beginning of year $13,901

  • 4 · Accounts receivable

    beginning of year $5,697

  • 9 · Prepaid expenses and deferred charges

    beginning of year $35,001 · end of year $40,432

  • 10a · Land, buildings and equipment: cost or other basis

    $1,612,949

  • 10b · Land, buildings and equipment: accumulated depreciation

    $693,729

  • 10c · Land, buildings and equipment, net

    beginning of year $945,374 · end of year $919,220

  • 11 · Investments: publicly traded securities

    beginning of year $397,029 · end of year $186,560

  • 12 · Investments: other securities

    beginning of year $6,254,189 · end of year $7,381,216

  • 15 · Other assets

    end of year $31,374

  • 17 · Accounts payable and accrued expenses

    beginning of year $9,811 · end of year $42,479

  • 25 · Other liabilities

    beginning of year $5,856

  • 27 · Net assets without donor restrictions

    beginning of year $7,784,849 · end of year $4,993,251

  • 28 · Net assets with donor restrictions

    beginning of year $544,729 · end of year $3,990,486

Mission and programs · 2023

Mission

SERVING THE NEEDS OF PEOPLE IN THE TRI-COUNTY AREA (CALUMET, OUTAGAMIE, AND WINNEBAGO COUNTIES) BY: 1) PROVIDING EMERGENCY GOODS AND SERVICES ON A SHORT-TERM BASIS TO NEEDY PEOPLE WHO DO NOT QUALIFY FOR SERVICE BY, OR WHOSE NEEDS CANNOT BE MET ENTIRELY BY EXISTING AGENCIES. 2)PROVIDING A CENTRAL AGENCY FOR REFERRAL AND/PR DISTRIBUTION OF GOODS AND SERVICES THAT WOULD HELP ELIMINATE DUPLICATION OF EFFORTS WHILE REDUCING FRAUDULENT USE OF HELPING SERVICES THROUGH A COMPREHENSIVE INFORMATION FILE ON AGENCIES, REFERRALS, SERVICES, AND USERS. 3) PROVIDING A FLOW OF INFORMATION AMONG HELPING AGENCIES AS TO THE EVER- CHANGING MATTERS OF SERVICES AVAILABLE AND ELIGIBILITY REQUIREMENTS. 4) ANALYZING USE OF SERVICES AND POLICIES OF AGENCIES TO HELP ADVOCATE JUSTICE FOR THE NEEDY.

  • PROVIDING EMERGENCY GOODS AND SERVICES ON A SHORT-TERM BASIS TO NEEDY PEOPLE WHO DO NOT QUALIFY FOR SERVICE BY, OR WHOSE NEEDS CANNOT BE MET ENTIRELY BY EXISTING AGENCIES.

    Expenses $1,201,374 · Grants $809,438

  • THE LCRC (LEAVEN COMMUNITY RESOURCE PROGRAM) INCLUDES 14 PARTNERING AGENCIES UNDER ONE ROOF. THIS ONE-OF-A-KIND RESOURCE CENTER OFFERS A WIDE VARIETY OF SERVICES AND SUPPORT. THE FOLLOWING ARE THE PARTNERING AGENCIES: FISC, ENERGY SERVICES, INC., CHRISTINE ANN DOMESTIC ABUSE SERVICES, ST. VINCENT DE PAUL, CATHOLIC CHARITIES, FOX VALLEY TECHNICAL COLLEGE, PEER SUPPORT ADVOCATE, PARTNERSHIP COMMUNITY HEALTH CENTER, FEEDING AMERICA, RIVERVIEW GARDENS, COTS, FOX VALLEY VETERANS COUNCIL, INC., KIMBERLY-CLARK, AND A SPANISH RESOURCE ADVOCATE.

    Expenses $53,026

  • PAY IT FORWARD PROGRAM IS A NO-FEE, NO-COST LOAN PROGRAM FOR PEOPLE WHO WOULDN'T QUALIFY FOR ASSISTANCE THROUGH THE TRADITIONAL CHARITY MODEL. A CONTINGENCY TO THE LOAN IS NO-COST BUDGET COUNSELING PROVIDED BY FISC. THE GOAL OF THE PROGRAM IS TO HELP PARTICIPANTS LEARN TO MEET THEIR BASIC NEEDS AND BUILD FINANCIAL SELF-SUFFICIENCY. LOANS PAYMENTS WILL BE RECYCLED TO FUND NEW LOANS, ENSURING GREATER UTILIZATION OF THE ORGANIZATION'S REESOURCES AND ENABLING IT TO EXTEND ITS REACH TO MORE HOUSEHOLDS. DURING 2023, THE ORGANIZATION PAID OUT 725 IN LOANS AND RECEIVED 620 IN REPAYMENTS.

    Expenses $17,166 · Grants $725

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Nikki Gerhard

    EXECUTIVE DI

    Total calculated
    $84,481
    From this org
    $82,481
    From related orgs
    $0
    Other
    $2,000
    Hours/week
    40

  • Suzanne Brault

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jessica Brown

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Elliott Clare

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Jeff Esker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Pat Exarhos

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    1

  • Pastor Rebecca Henry

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Rebecca Kellner

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Tim Murphy

    PAST PRESIDE

    Total calculated
    $0
    Hours/week
    1

  • Jackie Paul

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michael Ryder

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sarah Schneider

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Oladimeji Tomori

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Chaplain Carrie Kreps Wegenast

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
5 November 2024
IRS schema version
2023v5.0
Source object
202413119349300701

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