Leaven INC FY2022 filing

Tax-deductible

Menasha, WI501(c)(3)Since 1986Human ServicesEIN 39-1572168Revenue $1.6M in FY2022

On file with the IRSleavenfoxcities.org1475 Opportunity Way, 54952-1293 · Menasha, WITax-exempt since May 1987Publicly supported charity — 170(b)(1)(A)(vi)

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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.

501(c)(3) charity; gifts are tax-deductible.
88¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $275K a year · 16% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
88%
of spending
Looks good: 88% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
6 mo
of spending, in cash
Looks good: 6.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
13
named funders · $467K
Looks good: 13 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$16K
0.2% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
12
of 12 voting members
Looks good: 12 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.6M
+12% vs prior year
Spent
$1.3M
To programs
88%
Net assets
$8.3M
By yearFY2020–FY2025
Revenue
$1.6M
FY2022▲ +12%
Tap a bar for its year
Revenue by fiscal year
FY2020$2.1M
FY2021$1.4M
FY2022$1.6M
FY2023$1.4M
FY2024$2.0M
FY2025$2.0M
Expenses
$1.3M
FY2022▲ +20%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.3M
FY2021$1.1M
FY2022$1.3M
FY2023$1.6M
FY2024$1.6M
FY2025$2.0M
Net assets
$8.3M
FY2022▼ -10%
Tap a bar for its year
Net assets by fiscal year
FY2020$8.1M
FY2021$9.2M
FY2022$8.3M
FY2023$9.0M
FY2024$10.2M
FY2025$11.3M

From the FY2022 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in May 1987.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

88 cents of each dollar spent went to programs.

Program services 88% · $1.2M Management & general 9% · $114K Fundraising 4% · $48K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

12 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Past Preside
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
President
$0Pt VII · Sec A
Vice Preside
$0Pt VII · Sec A

Nikki Gerhard’s $91K as Executive Di is at the 26th percentile of top reported officer pay among 3868 $1–10M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2025FY2024FY2023FY2021FY2020
Nikki Gerhard$91,229$87,714$82,481——
Mary Parsons———$86,709$75,931

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Leaven INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides emergency goods and services, coordinating help to avoid duplication and fraud.

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Provided by the organization

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3 programs · $1.2M · in their own filed words · FY2022
01

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.

$1.1Mprogram expense
02

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.

$60Kprogram expense
03

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.

$16Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 13 funders →
Grants paid · 30 grants · $2.9M · 2020–2025
Unitemized GrantFY2025$1,037,711
Unitemized GrantFY2024$786,525
Unitemized GrantFY2024$528
Unitemized GrantFY2023$809,438
Unitemized GrantFY2023$725
Northern Management LLCFY2022$9,017
Individual RecipientFY2022$7,677
Craftsmans VillageFY2022$6,041
Individual RecipientFY2022$5,659
Grishaber Service StationFY2022$5,657
Neenah Utilities Finance DepartmentFY2021$5,137
Menasha UtilitiesFY2020$24,262
Premier Real Estate MgmtFY2020$19,686
We EnergiesFY2020$18,963
City of AppletonFY2020$13,751
Diamond Property Management LLCFY2020$11,444
Individual RecipientFY2020$11,286
See all 30 grants →

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$1.6M
Ln 12
Gifts and grantsLn 1h$1.6M
Investment incomeLn 3$41K
Fees for servicesLn 2g$27K
Money outPt IX
$1.3M
Ln 25
Programscol B$1.2M
Managementcol C$114K
Fundraisingcol D$48K
Owns and owesPt X
$8.3M
net assets · Ln 32
Cash and savingsLn 1–2$694K
Total assetsLn 16$8.3M
LiabilitiesLn 26$16K
PeoplePt VI, VII
12
listed · VII A
PaidVII A0
Voting boardVI 1a12
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.6M
Government grantsLn 1e$284K
Noncash giftsLn 1g$10K
Fees for servicesLn 2g$27K
Investment incomeLn 3$41K
Total revenueLn 12$1.6M
Assets in detailPt X, end of year
CashLn 1$50
SavingsLn 2$694K
Cash and savings togetherLn 1–2$694K
InvestmentsLn 11–13$6.7M
Land, buildings, equipmentLn 10c$945K
Total assetsLn 16$8.3M
LiabilitiesLn 26$16K
Net assetsLn 32$8.3M
OperationsPt I, VI
EmployeesI 510
VolunteersI 6128
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$693K$694K
InvestmentsLn 11–13$7.6M$6.7M
Land, buildings, equipmentLn 10c$1.0M$945K
Total assetsLn 16$9.3M$8.3M
LiabilitiesLn 26$42K$16K
Net assetsLn 32$9.2M$8.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$743K$743K
Pay of disqualified personsLn 6$96K$48K$24K$24K
Other salaries and wagesLn 7$209K$182K$20K$8K
Pension plan contributionsLn 8$7K$5K$967$750
Payroll taxesLn 10$23K$18K$3K$2K
Accounting feesLn 11c$38K$38K
Other fees for servicesLn 11g$21K$21K
Office expensesLn 13$10K$6K$4K$500
Information technologyLn 14$27K$14K$3K$10K
OccupancyLn 16$35K$30K$5K$542
Conferences, conventions and meetingsLn 19$2K$2K
Depreciation, depletion and amortizationLn 22$64K$50K$13K$1K
InsuranceLn 23$8K$7K$1K$170
Other expenses (24a–d)Ln 24$35K$31K$3K$738
All other expensesLn 24e$4K$3K$542$67
Total functional expensesLn 25$1.3M$1.2M$114K$48K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $2.0M$2.0M$25K$11.3M 990 PDF
FY2024 $2.0M$1.6M$419K$10.2M 990 PDF
FY2023 $1.4M$1.6M−$215K$9.0M 990 PDF
FY2022 Viewing $1.6M$1.3M$297K$8.3M 990 PDF
FY2021 $1.4M$1.1M$344K$9.2M 990 PDF
FY2020 $2.1M$1.3M$783K$8.1M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2022 990 (6 parts)
Part I · Summary $1,618,590 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,415,201$1,550,670
I-9 Program service revenuePrior year $24,720$26,920
I-10 Investment incomePrior year $6,766$41,000
I-11 Other revenue$0
I-12 Total revenuePrior year $1,446,687$1,618,590
I-13 Grants and similar amounts paidPrior year $545,668$743,341
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $317,680$335,992
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $239,313$242,704
I-18 Total expensesPrior year $1,102,661$1,322,037
I-19 Revenue less expensesPrior year $344,026$296,553
Part VI · Governance 12 of 12 board members independent, no flags
VI-1a Voting members of the governing body12
VI-1b Independent voting members12
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,618,590 across 7 lines filed
VIII-1e Government grants$284,430
VIII-1f All other contributions, gifts and grants$1,266,240
VIII-1g Noncash contributions (included above)$9,834
VIII-1h Total contributions, gifts and grants$1,550,670
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Excluded from tax $26,920$26,920
VIII-3 Investment incomeExcluded from tax $41,000$41,000
VIII-12 Total revenueExcluded from tax $67,920$1,618,590
Part IX · Statement of functional expenses $1,322,037 across 15 lines filed
IX-1 Grants to domestic organizationsPrograms $743,341$743,341
IX-6 Pay of disqualified personsPrograms $48,197 · Management $24,099 · Fundraising $24,098$96,394
IX-7 Other salaries and wagesPrograms $181,884 · Management $19,503 · Fundraising $7,670$209,057
IX-8 Pension plan contributionsPrograms $5,456 · Management $967 · Fundraising $750$7,173
IX-10 Payroll taxesPrograms $17,602 · Management $3,336 · Fundraising $2,430$23,368
IX-11c Accounting feesManagement $37,529$37,529
IX-11g Other fees for servicesPrograms $20,912$20,912
IX-13 Office expensesPrograms $5,712 · Management $3,540 · Fundraising $500$9,752
IX-14 Information technologyPrograms $13,891 · Management $3,218 · Fundraising $9,708$26,817
IX-16 OccupancyPrograms $29,711 · Management $4,520 · Fundraising $542$34,773
IX-19 Conferences, conventions and meetingsPrograms $2,266$2,266
IX-22 Depreciation, depletion and amortizationPrograms $49,692 · Management $12,741 · Fundraising $1,275$63,708
IX-23 InsurancePrograms $6,596 · Management $1,106 · Fundraising $170$7,872
IX-24 Other expenses (24a–d)Programs $31,338 · Management $2,977 · Fundraising $738$35,053
IX-24e All other expensesPrograms $3,413 · Management $542 · Fundraising $67$4,022
IX-25 Total functional expensesPrograms $1,160,011 · Management $114,078 · Fundraising $47,948$1,322,037
Part X · Balance sheet $8,345,245 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $50$50
X-2 Savings and temporary cash investmentsStart of year $692,969$694,004
X-3 Pledges and grants receivableStart of year $1,012$13,901
X-4 Accounts receivableStart of year $1,197$5,697
X-9 Prepaid expenses and deferred chargesStart of year $8,707$35,001
X-10c Land, buildings and equipment, netStart of year $1,003,816$945,374
X-11 Publicly traded securitiesStart of year $5,316$5,477
X-12 Other securitiesStart of year $7,574,698$6,645,741
X-16 Total assetsStart of year $9,287,765$8,345,245
X-17 Accounts payable and accrued expensesStart of year $5,261$9,811
X-25 Other liabilitiesStart of year $19,526$5,856
X-26 Total liabilitiesStart of year $41,727$15,667
X-27 Net assets without donor restrictionsStart of year $8,575,749$7,784,849
X-28 Net assets with donor restrictionsStart of year $670,289$544,729
X-32 Total net assets or fund balancesStart of year $9,246,038$8,329,578
X-33 Total liabilities and net assetsStart of year $9,287,765$8,345,245
Part XI · Reconciliation of net assets $8,329,578 net assets at year end
XI-1 Total revenue$1,618,590
XI-2 Total expenses$1,322,037
XI-3 Revenue less expenses$296,553
XI-4 Net assets at start of year$9,246,038
XI-5 Net unrealized gains (losses) on investments−$15,722
XI-9 Other changes in net assets−$1,197,291
XI-10 Net assets at end of year$8,329,578

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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