Civic Intelligence

Leaven Inc.

990 • Fiscal year 2019 • EIN 39-1572168

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 11, 2020

1475 Opportunity WayMenasha, WI 54952

(920) 738-9635

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

16th percentile

0.01x

Higher debt load relative to assets than 16% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

19th percentile

0.03x

Higher debt load relative to revenue than 19% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

52nd percentile

3.3%

Higher net margin than 52% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

28th percentile

$67,367

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

72nd percentile

12%

Faster asset growth than 72% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

10th percentile

-31%

Faster revenue growth than 10% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Assets

Up

$6,896,969

Up $731,505 (+12%) from 2018

Net Assets

Up

$6,853,257

Up $700,848 (+11%) from 2018

Liabilities

Up

$43,712

Up $30,657 (+235%) from 2018

Revenue

Down

$1,328,159

Down $583,559 (-31%) from 2018

Expenses

Up

$1,283,859

Up $125,326 (+11%) from 2018

Net Income

Down

$44,300

Down $708,885 (-94%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2010: $2,695,968Liabilities 2010: $13,981Net Assets 2010: $2,681,9872010Assets 2011: $3,062,838Liabilities 2011: $7,362Net Assets 2011: $3,055,4762011Assets 2012: $3,369,520Liabilities 2012: $7,170Net Assets 2012: $3,362,3502012Assets 2013: $3,749,982Liabilities 2013: $10,090Net Assets 2013: $3,739,8922013Assets 2014: $3,890,798Liabilities 2014: $8,944Net Assets 2014: $3,881,8542014Assets 2015: $4,095,624Liabilities 2015: $9,624Net Assets 2015: $4,086,0002015Assets 2016: $4,312,925Liabilities 2016: $4,470Net Assets 2016: $4,308,4552016Assets 2017: $5,684,783Liabilities 2017: $5,827Net Assets 2017: $5,678,9562017Assets 2018: $6,165,464Liabilities 2018: $13,055Net Assets 2018: $6,152,4092018Assets 2019: $6,896,969Liabilities 2019: $43,712Net Assets 2019: $6,853,2572019Assets 2020: $8,095,711Liabilities 2020: $33,545Net Assets 2020: $8,062,1662020Assets 2021: $9,287,765Liabilities 2021: $41,727Net Assets 2021: $9,246,0382021Assets 2022: $8,345,245Liabilities 2022: $15,667Net Assets 2022: $8,329,5782022Assets 2023: $9,026,216Liabilities 2023: $42,479Net Assets 2023: $8,983,7372023Assets 2024: $10,197,708Liabilities 2024: $40,050Net Assets 2024: $10,157,6582024

Highlighted filing

2019

Assets$6,896,969
Liabilities$43,712
Net Assets$6,853,257

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,226,3362010Revenue 2011: $1,590,478Expenses 2011: $1,088,900Net Income 2011: $501,5782011Expenses 2012: $1,017,0852012Revenue 2013: $1,037,901Expenses 2013: $989,402Net Income 2013: $48,4992013Revenue 2014: $1,270,045Expenses 2014: $1,156,813Net Income 2014: $113,2322014Revenue 2015: $1,280,688Expenses 2015: $1,050,141Net Income 2015: $230,5472015Revenue 2016: $1,188,325Expenses 2016: $1,120,532Net Income 2016: $67,7932016Revenue 2017: $2,028,998Expenses 2017: $1,206,416Net Income 2017: $822,5822017Revenue 2018: $1,911,718Expenses 2018: $1,158,533Net Income 2018: $753,1852018Revenue 2019: $1,328,159Expenses 2019: $1,283,859Net Income 2019: $44,3002019Revenue 2020: $2,101,712Expenses 2020: $1,318,961Net Income 2020: $782,7512020Revenue 2021: $1,446,687Expenses 2021: $1,102,661Net Income 2021: $344,0262021Revenue 2022: $1,618,590Expenses 2022: $1,322,037Net Income 2022: $296,5532022Revenue 2023: $1,376,695Expenses 2023: $1,592,189Net Income 2023: -$215,4942023Revenue 2024: $2,006,176Expenses 2024: $1,587,365Net Income 2024: $418,8112024

Highlighted filing

2019

Revenue$1,328,159
Expenses$1,283,859
Net Income$44,300
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 11, 2020
Return Version
2019v5.0
Gross Receipts
$1,331,222
Mission and Program Overview

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/or 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. Analyzing use of services and policies of agencies to help advocate justice for the needy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$3,925,017$4,953,682▲ $1,028,665
Land, Buildings, and Equipment, Net$1,171,289$1,113,229▼ $58,060
Savings and Temporary Cash Investments$580,247$636,565▲ $56,318
Pledges and Grants Receivable$430,556$103,107▼ $327,449
Prepaid Expenses and Deferred Charges$56,935$54,970▼ $1,965
Investments in Publicly Traded Securities$1,370$35,366▲ $33,996
Cash and Non-Interest-Bearing Accounts$50$50→ $0
Total Assets$6,165,464$6,896,969▲ $731,505
Liabilities
Accounts Payable and Accrued Expenses$8,280$37,707▲ $29,427
Other Liabilities$4,775$6,005▲ $1,230
Total Liabilities$13,055$43,712▲ $30,657
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,574,104$6,289,348▲ $715,244
Net Assets With Donor Restrictions$578,305$563,909▼ $14,396
Total Net Assets Fund Balance$6,152,409$6,853,257▲ $700,848
Total Liabilities and Net Assets / Fund Balance$6,165,464$6,896,969▲ $731,505

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,542,783-$1,542,783
Buildings$-361,134$361,134-
Equipment$-68,420$68,420-
Other Securities$26,963--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$3,864,457$525,212▲ $704,034$129,170$4,925,907
2018$3,992,589$265,740▼ $250,938$120,048$3,864,458
2017$3,059,947$502,464▲ $577,060$122,144$3,992,589
2016$2,899,410$118,609▲ $179,203$113,281$3,059,947
2015$2,733,205$301,103▼ $3,048$109,059$2,899,410
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Mary ParsonsExecutive DiFT$67,367$67,367

Board Members and Trustees

NameTitle
Patricia ExarhosPresident
Greg LinnemanstonsDirector
Jackie PaulDirector
Jay GottleibDirector
John NygaardDirector
Mary DownsDirector
Meagan HardwickDirector
Michael RyderDirector
Steve WieckertDirector
Rick StachPast Preside
Tom JanssenSecretary
Elliott ClareTreasurer
Tim MurphyVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$1,276,858
Program Service Revenue
$24,353
Investment Income
$12,091
Other Revenue
$14,857
All Other Contributions
$1,201,152
Change in Net Assets
$44,300

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,328,159
Revenue Not Reported on Form 990
$1,087,305
Total Revenue per Audited Statements
$2,415,464
Total Revenue per Form 990
$1,328,159
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$740,509
Salaries, Compensation, and Employee Benefits$304,209
Other Expenses$239,141
Total Fundraising Expense$31,093
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$740,509--$740,509
Other Salaries and Wages$148,276$42,779$19,015$210,070
Current Officers, Directors, Trustees, and Key Employees$47,550$13,719$6,098$67,367
Depreciation Depletion$48,998$12,250-$61,248
Fees for Services Other$36,965--$36,965
Occupancy$26,334$4,037$621$30,992
Payroll Taxes$14,981$4,322$1,921$21,224
All Other Expenses$7,713$6,093$97$13,903
Office Expenses$7,556$3,063$699$11,318
Other Expenses$11,156$6,971$285$11,156
Insurance$5,695$879$135$6,709
Fees for Services Accounting-$6,500-$6,500
Pension Plan Contributions$3,916$1,130$502$5,548
Conferences and Meetings$1,837--$1,837
Total Functional Expenses$1,145,156$107,610$31,093$1,283,859

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,714,617
Expenses per Audited Statements$1,283,859
Total Expenses per Form 990$1,283,859
Expenses Not Reported on Form 990$430,758
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
We EnergiesMilwaukee, WI-Transportation Assis$84,043
City of AppletonAppleton, WIGovUtility Assistance$43,246
Kaukauna UtilitiesKaukauna, WIGovUtility Assistance$19,985
Premier Real Estate MgmtBrookfield, WI-Rent Assistance$16,541
Menasha UtilitiesMenasha, WI-Utility Assistance$14,472
Diamond Property Management LLCBrookfield, WIGovRent Assistance$11,485
National ManagementBrookfield, WI-Rental Assistance$7,082
London Place ApartmentsMenasha, WI-Rent Assistance$5,915
Viaene PropertiesHortonville, WI-Utility Assistance$5,640
Grishaber Service StationAppleton, WI-Rental Assistance$5,438
Northern Management LLCBrookfield, WI-Rent Assistance$5,416
Neenah Utilities Finance DepartmentNeenah, WI-Rent Assistance$5,415
Parkview ApartmentsAppleton, WI--$5,050
Craftsmans VillageMenasha, WIGovRental Assistance$5,028
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$17,920
Fundraising Direct Expenses$3,063
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fvca Dinner$17,920$17,920$3,063$14,857
Total Events$17,920$17,920$3,063$14,857
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Payroll Liabilities$4,138
Deferred Revenue$1,867
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Draft copy of the 990 and supporting schedules was provided to management and the board of directors for review and approval before the form was completed, signed and dated.

Form 990, Page 6, Part VI, Line 12C

Conflict of interest forms are filled out periodically by board members and employees and reviewed and retained by management.

Form 990, Page 6, Part VI, Line 15A

The human resource committee meets and makes a recommendation for the upcoming year for overall percentage increases in salaries for the organization's staff. Individual salary increases approved by the committee are based on job performance, cost of living, and other related factors.

Form 990, Page 6, Part VI, Line 15B

The human resource committee meets and makes a recommendation for the upcoming year for overall percentage increases in salaries for the organization's staff. Individual salary increases approved by the committee are based on job performance, cost of living, and other related factors.

Form 990, Page 6, Part VI, Line 19

These documents are made available upon request.

Filing and Contact Details

Filer

Filer Name
Leaven Inc
EIN
39-1572168
Phone
9207389635
Address
1475 OPPORTUNITY WAY, MENASHA, WI 54952

Signing Officer

Name
Mary Parsons
Title
Executive Director
Phone
9207389635
Signed
2020-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Parsons
Formed
1986
Legal Domicile
Wi
Voting Board Members
13
Independent Board Members
13
Employees
6
Volunteers
173

Preparer

Firm
Erickson & Associates Sc
Address
1000 WEST COLLEGE AVE, APPLETON, WI 54914
Preparer
Joe Felion
Phone
9207334957
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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/or 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. Analyzing use of services and policies of agencies to help advocate justice for the needy.

Form 990, Part XI, Line 9

Gains on assets held at community foundation 648,632 gain on assets held at catholic foundation 4,142 loss on assets held at community fdn 0 loss on assets at catholic foundation 0 total 652,774

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

The organization's intended use of its endowment funds is to generate income to support the needs of the organization and to enable it to provide assistance to more qualified applicants.

Schedule D, Page 4, Part XI, Line 2D

Gain on community foundation assets 648,631 gain on catholic foundation assets 4,142

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IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
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IRS990/MissionDesc0SERVING 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/OR 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. ANALYZING USE OF SERVICES AND POLICIES OF AGENCIES TO HELP ADVOCATE JUSTICE FOR THE NEEDY.
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IRS990/PrincipalOfficerNm0MARY PARSONS
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IRS990/ProgramServiceRevenueGrp/ExclusionAmt024353
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt024353
IRS990/ProgSrvcAccomActy2Grp/Desc0THE 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.
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IRS990/ProgSrvcAccomActy2Grp/RevenueAmt024353
IRS990/ProgSrvcAccomActy3Grp/Desc0PAY 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. LOAN PAYMENTS WILL BE RECYCLED TO FUND NEW LOANS, ENSURING GREATER UTILIZATION OF THE ORGANIZATION'S RESOURCES AND ENABLING IT TO EXTEND ITS REACH TO MORE HOUSEHOLDS. DURING 2018, THE ORGANIZATION PAID OUT 7,982 IN LOANS AND RECEIVED 6,323 IN REPAYMENTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt011156
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt015405
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IRS990/RelatedEntityInd0false
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 30,160
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.2$0.04$10.2$2.01$1.59$0.42
2023Detailed filing. Detailed filing data is available for this year.$9.03$0.04$8.98$1.38$1.59$0.22
2022Detailed filing. Detailed filing data is available for this year.$8.35$0.02$8.33$1.62$1.32$0.30
2021Detailed filing. Detailed filing data is available for this year.$9.29$0.04$9.25$1.45$1.10$0.34
2020Detailed filing. Detailed filing data is available for this year.$8.10$0.03$8.06$2.10$1.32$0.78
2019Detailed filing. Detailed filing data is available for this year.$6.90$0.04$6.85$1.33$1.28$0.04
2018Detailed filing. Detailed filing data is available for this year.$6.17$0.01$6.15$1.91$1.16$0.75
2017Detailed filing. Detailed filing data is available for this year.$5.68$0.01$5.68$2.03$1.21$0.82
2016Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$1.19$1.12$0.07
2015Detailed filing. Detailed filing data is available for this year.$4.10$0.01$4.09$1.28$1.05$0.23
2014Detailed filing. Detailed filing data is available for this year.$3.89$0.01$3.88$1.27$1.16$0.11
2013Detailed filing. Detailed filing data is available for this year.$3.75$0.01$3.74$1.04$0.99$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.37$0.01$3.36$1.02
2011Summary only. Only limited summary data is available for this year.$3.06$0.01$3.06$1.59$1.09$0.50
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.70$0.01$2.68$1.23