2022-11-14T15:53:34-05:00 2021-12-31 391520996 ERICKSON & ASSOCIATES SC 1000 WEST COLLEGE AVE APPLETON WI 54914 990 2021-01-01 391572168 LEAVEN INC LEAV 9207389635 1475 OPPORTUNITY WAY MENASHA WI 54952 MARY PARSONS EXECUTIVE DIRECTOR 9206590344 2022-11-14 true MARY PARSONS XXX-XX-XXXX JOE FELION P00742390 9207334957 2022-11-14 2021 2022-09-23 18:48:47Z MARY PARSONS 1475 OPPORTUNITY WAY MENASHA WI 54952 1446687 false X WWW.LEAVENFOXCITIES.ORG X 1986 WI 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. 12 13 7 325 0 2046196 1415201 25250 24720 13455 6766 16811 0 2101712 1446687 719520 545668 0 339400 317680 0 34346 260041 239313 1318961 1102661 782751 344026 8095711 9287765 33545 41727 8062166 9246038 X 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. false false 869268 545668 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. 58048 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. 14270 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. 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 2020, THE ORGANIZATION PAID OUT 6,205 IN LOANS AND RECEIVED 3,890 IN REPAYMENTS. 941586 true true false false false false false false false true true true false false true false true false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 0 0 true 7 true false false false false false false false false false false false false false false X 12 13 false false false false false false false true true false false true true true true true true true true false WI X NONPROFIT BOOKKEEPING 9206590344 4052 N TRAILWAY LN APPLETON WI 54913 MARY PARSONS EXECUTIVE DI 40.00 X 86709 0 0 JESSICA BROWN DIRECTOR X 0 0 0 ELLIOTT CLARE TREASURER X 0 0 0 MARY DOWNS SECRETARY X 0 0 0 PATRICIA EXARHOS PAST PRESIDE X X 0 0 0 JAY GOTTLEIB DIRECTOR X 0 0 0 REVEREND REBECCA HENRY DIRECTOR X 0 0 0 REBECCA KELLNER DIRECTOR X 0 0 0 TIM MURPHY PRESIDENT X X 0 0 0 JACKIE PAUL VICE PRESIDE X 0 0 0 MICHAEL RYDER DIRECTOR X 0 0 0 SARAH SCHNEIDER DIRECTOR X 0 0 0 OLADIMEJI TOMORI DIRECTOR X 0 0 0 CARRIE KREPS WEGENAST DIRECTOR X 0 0 0 86709 false false false 190394 1224807 12845 1415201 LCRC INCOME 24720 24720 24720 6766 6766 1446687 31486 545668 545668 86709 43355 21677 21677 202834 162221 36232 4381 5768 4384 808 576 22369 15882 4474 2013 34080 34080 24965 24965 10055 5354 4256 445 16155 13891 1939 325 38934 31167 5061 2706 61825 49460 12365 7816 6557 1091 168 PAY IT FORWARD PROGRAM 14270 14270 MISCELLANEOUS 14129 11021 1554 1554 TELEPHONE 12063 8943 2679 441 VOLUNTEER EXPENSES 2413 2413 2608 2035 513 60 1102661 941586 126729 34346 50 50 892231 692969 30488 1012 1197 44339 8707 1555952 552136 1053938 1003816 69069 5316 6005596 7574698 8095711 9287765 6062 5261 16940 27483 19526 33545 41727 X 7483799 8575749 578367 670289 8062166 9246038 8095711 9287765 X 344026 -6505 846351 X false true X true false X 1995483 1888084 1679867 2046196 1415201 9024831 1995483 1888084 1679867 2046196 1415201 9024831 673773 8351058 31157 9215 12091 13761 6766 72990 5807 24353 25250 24720 80130 9177951 60508 0.90990 0.92250 X PART II, LINE 10 OTHER INCOME 80,130 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6005417 882108 900749 157632 55944 7574698 4925907 795065 474917 10000 141935 38536 6005416 3864457 525212 704034 129170 38626 4925907 3992589 265740 -250938 120048 22885 3864458 3059947 502464 577060 122144 24738 3992589 0.91340 0.05980 0.02680 true false 1555952 552136 1003816 1003816 ASSETS AT COMMUNITY FDN 7049207 F CERTIFICATES OF DEPOSIT 491326 F ASSETS AT CATHOLIC FOUNDATION 34165 F 7574698 ACCRUED PAYROLL LIABILITIES 19526 19526 3427086 839846 353975 786578 1980399 1446687 1446687 1456636 353975 353975 1102661 1102661 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 783,048 GAIN ON CATHOLIC FOUNDATION ASSETS 3,530 true NEENAH UTILITIES FINANCE DEPARTMENT 211 WALNUT STREET NEENAH WI 54957 391607673 GOV 5137 X 30 600 SCHEDULE I, PAGE 1, PART I, LINE 2 GRANTING AGENCIES THAT PROVIDE FUNDS TO LEAVEN MAY STIPULATE THAT THE FUNDS THEY PROVIDE MUST BENEFIT A CERTAIN CLASS OF INDIVIDUALS, SUCH AS CHILDREN AS AN EXAMPLE. LEAVEN, INC. MAINTAINS A JOB LEDGER WHICH TRACKS THE USAGE OF THESE RESTRICTED FUNDS IN ACCORDANCE WITH THE WISHES OF ITS DONORS. ELIGIBILITY FOR ASSISTANCE IS DETERMINED AFTER EXTENSIVE REVIEW AND VERIFICATION OF THE INDIVIDUAL'S INCOME, LIVING ARRANGEMENTS (THROUGH A LANDLORD, FOR EXAMPLE), AND OTHER RELEVANT INFORMATION. ONCE THE INDIVIDUAL HAS PROVIDED THE NECESSARY PROOF OF NEED, AND OTHER REQUIRED DOCUMENTATION, ASSISTANCE CHECKS ARE ISSUED DIRECTLY TO THE SERVICE PROVIDER (FOR EXAMPLE, LANDLORD OR UTILITY COMPANY). SINCE ASSISTANCE FROM LEAVEN IS PROVIDED FOR THOSE IN NEED ON A SHORT-TERM BASIS, INDIVIDUALS THAT COME TO LEAVEN, INC. WHO REQUIRE ASSISTANCE ON A LONG-TERM BASIS ARE REFERRED TO AN APPROPRIATE AGENCY BY LEAVEN, INC. 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, 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. FORM 990, PART XI, LINE 9 GAINS ON ASSETS HELD AT COMMUNITY FOUNDATION 842,821 GAIN ON ASSETS HELD AT CATHOLIC FOUNDATION 3,530 LOSS ON ASSETS HELD AT COMMUNITY FDN 0 LOSS ON ASSETS AT CATHOLIC FOUNDATION 0 TOTAL 846,351