Leaven INC FY2023 filing

Tax-deductible

Menasha, WI501(c)(3)Since 1986Human ServicesEIN 39-1572168Revenue $1.4M in FY2023

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.
80¢ of each $1 spent went to programs.
$82K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2023 · 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
80%
of spending
Looks good: 80% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$82K
to officers and key staff · 5% of spending
Looks good: pay to officers and key staff is 5% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
4 mo
of spending, in cash
Looks good: 3.5 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
$42K
0.5% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.4M
-15% vs prior year
Spent
$1.6M
To programs
80%
Net assets
$9.0M
By yearFY2020–FY2025
Revenue
$1.4M
FY2023▼ -15%
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
$1.6M
FY2023▲ +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
$9.0M
FY2023▲ +8%
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 FY2023 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 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

80 cents of each dollar spent went to programs.

Program services 80% · $1.3M Management & general 16% · $261K Fundraising 4% · $60K

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

14 people listed on the 990; $82K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Di
$82,481Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Vice Preside
$0Pt VII · Sec A
$0Pt VII · Sec A
$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.

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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 · $1.3M · in their own filed words · FY2023
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.

$1.2Mprogram 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.

$53Kprogram 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.

$17Kprogram 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 FY2023 990, line by line.

1The main four
Money inPt VIII
$1.4M
Ln 12
Gifts and grantsLn 1h$1.2M
Investment incomeLn 3$127K
Fees for servicesLn 2g$29K
Money outPt IX
$1.6M
Ln 25
Programscol B$1.3M
Managementcol C$261K
Fundraisingcol D$60K
Owns and owesPt X
$9.0M
net assets · Ln 32
Cash and savingsLn 1–2$467K
Total assetsLn 16$9.0M
LiabilitiesLn 26$42K
PeoplePt VI, VII
14
listed · VII A
PaidVII A1
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.2M
Government grantsLn 1e$136K
Noncash giftsLn 1g$8K
Fees for servicesLn 2g$29K
Investment incomeLn 3$127K
Other incomeLn 4–11$620
Total revenueLn 12$1.4M
Assets in detailPt X, end of year
CashLn 1$467K
SavingsLn 2$790
Cash and savings togetherLn 1–2$467K
InvestmentsLn 11–13$7.6M
Land, buildings, equipmentLn 10c$919K
Other assetsLn 15$31K
Total assetsLn 16$9.0M
LiabilitiesLn 26$42K
Net assetsLn 32$9.0M
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 FY23End FY23
Cash and savingsLn 1–2$694K$467K
InvestmentsLn 11–13$6.7M$7.6M
Land, buildings, equipmentLn 10c$945K$919K
Total assetsLn 16$8.3M$9.0M
LiabilitiesLn 26$16K$42K
Net assetsLn 32$8.3M$9.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$810K$810K
Pay of current officers, directors and key staffLn 5$84K$64K$12K$9K
Pay of disqualified personsLn 6$31K$23K$4K$3K
Other salaries and wagesLn 7$259K$195K$37K$27K
Other employee benefitsLn 9$22K$17K$3K$2K
Payroll taxesLn 10$28K$21K$4K$3K
Accounting feesLn 11c$41K$41K
Investment management feesLn 11f$60K$60K
Other fees for servicesLn 11g$26K$25K$512
Advertising and promotionLn 12$191$191
Office expensesLn 13$28K$10K$17K$675
Information technologyLn 14$46K$46K
OccupancyLn 16$35K$30K$3K$2K
Depreciation, depletion and amortizationLn 22$81K$61K$12K$8K
InsuranceLn 23$8K$4K$4K
Other expenses (24a–d)Ln 24$31K$11K$16K$5K
Total functional expensesLn 25$1.6M$1.3M$261K$60K

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 Viewing $1.4M$1.6M−$215K$9.0M 990 PDF
FY2022 $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 FY2023 990 (6 parts)
Part I · Summary $1,376,695 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,550,670$1,220,331
I-9 Program service revenuePrior year $26,920$28,920
I-10 Investment incomePrior year $41,000$126,824
I-11 Other revenue$620
I-12 Total revenuePrior year $1,618,590$1,376,695
I-13 Grants and similar amounts paidPrior year $743,341$810,163
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $335,992$424,480
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $242,704$357,546
I-18 Total expensesPrior year $1,322,037$1,592,189
I-19 Revenue less expensesPrior year $296,553−$215,494
Part VI · Governance 13 of 13 board members independent, no flags
VI-1a Voting members of the governing body13
VI-1b Independent voting members13
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 $1,376,695 across 8 lines filed
VIII-1e Government grants$135,561
VIII-1f All other contributions, gifts and grants$1,084,770
VIII-1g Noncash contributions (included above)$7,718
VIII-1h Total contributions, gifts and grants$1,220,331
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $28,920$28,920
VIII-3 Investment incomeExcluded from tax $126,824$126,824
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $620$620
VIII-12 Total revenueRelated to mission $29,540 · Excluded from tax $126,824$1,376,695
Part IX · Statement of functional expenses $1,592,189 across 16 lines filed
IX-2 Grants to domestic individualsPrograms $810,163$810,163
IX-5 Pay of current officers, directors and key staffPrograms $63,648 · Management $12,107 · Fundraising $8,726$84,481
IX-6 Pay of disqualified personsPrograms $23,091 · Management $4,391 · Fundraising $3,166$30,648
IX-7 Other salaries and wagesPrograms $195,095 · Management $37,108 · Fundraising $26,750$258,953
IX-9 Other employee benefitsPrograms $16,787 · Management $3,193 · Fundraising $2,302$22,282
IX-10 Payroll taxesPrograms $21,183 · Management $4,029 · Fundraising $2,904$28,116
IX-11c Accounting feesManagement $41,240$41,240
IX-11f Investment management feesManagement $60,290$60,290
IX-11g Other fees for servicesPrograms $25,349 · Management $512$25,861
IX-12 Advertising and promotionManagement $191$191
IX-13 Office expensesPrograms $10,449 · Management $17,091 · Fundraising $675$28,215
IX-14 Information technologyManagement $46,334$46,334
IX-16 OccupancyPrograms $29,937 · Management $2,717 · Fundraising $1,958$34,612
IX-22 Depreciation, depletion and amortizationPrograms $61,235 · Management $11,647 · Fundraising $8,396$81,278
IX-23 InsurancePrograms $4,092 · Management $4,240$8,332
IX-24 Other expenses (24a–d)Programs $10,537 · Management $15,684 · Fundraising $4,972$31,193
IX-25 Total functional expensesPrograms $1,271,566 · Management $260,774 · Fundraising $59,849$1,592,189
Part X · Balance sheet $9,026,216 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $50$466,624
X-2 Savings and temporary cash investmentsStart of year $694,004$790
X-9 Prepaid expenses and deferred chargesStart of year $35,001$40,432
X-10c Land, buildings and equipment, netStart of year $945,374$919,220
X-11 Publicly traded securitiesStart of year $397,029$186,560
X-12 Other securitiesStart of year $6,254,189$7,381,216
X-15 Other assets$31,374
X-16 Total assetsStart of year $8,345,245$9,026,216
X-17 Accounts payable and accrued expensesStart of year $9,811$42,479
X-26 Total liabilitiesStart of year $15,667$42,479
X-27 Net assets without donor restrictionsStart of year $7,784,849$4,993,251
X-28 Net assets with donor restrictionsStart of year $544,729$3,990,486
X-32 Total net assets or fund balancesStart of year $8,329,578$8,983,737
X-33 Total liabilities and net assetsStart of year $8,345,245$9,026,216
Part XI · Reconciliation of net assets $8,983,737 net assets at year end
XI-1 Total revenue$1,376,695
XI-2 Total expenses$1,592,189
XI-3 Revenue less expenses−$215,494
XI-4 Net assets at start of year$8,329,578
XI-5 Net unrealized gains (losses) on investments$802,140
XI-8 Prior period adjustments$67,513
XI-10 Net assets at end of year$8,983,737

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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