2020-11-16T12:27:37-06:00 2019-12-31 391520996 ERICKSON & ASSOCIATES SC 1000 WEST COLLEGE AVE APPLETON WI 54914 990 2019-01-01 391572168 LEAVEN INC LEAV 9207389635 1475 OPPORTUNITY WAY MENASHA WI 54952 MARY PARSONS EXECUTIVE DIRECTOR 9207389635 2020-11-11 true JOE FELION P00742390 9207334957 2020-11-16 98.103.186.102 2020-11-16 12:27:37 CS P B64583BAFCFAFCC47D4BBFEFC39E774439F2650D BB28082342264D70B619C7C164E25FF281A3BB0B 2019 2021-01-29 14:40:06Z MARY PARSONS 1475 OPPORTUNITY WAY MENASHA WI 54952 1331222 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. 13 13 6 173 0 1888084 1276858 5807 24353 9215 12091 8612 14857 1911718 1328159 702041 740509 0 288833 304209 0 31093 167659 239141 1158533 1283859 753185 44300 6165464 6896969 13055 43712 6152409 6853257 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 1035257 740509 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. 98743 24353 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. 11156 15405 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 2018, THE ORGANIZATION PAID OUT 7,982 IN LOANS AND RECEIVED 6,323 IN REPAYMENTS. 1145156 true true false false false false false false false true true true false false true false true false false false false false false false true 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 6 true false false false false false false false false false false false false false false X 13 13 false false false false false false false true true false false true true true true true true true true false WI X DEBBIE PRENTICE 9207389635 1475 OPPORTUNITY WAY MENASHA WI 54952 MARY PARSONS EXECUTIVE DI 40.00 X 67367 0 0 ELLIOTT CLARE TREASURER 0.50 X 0 0 0 MARY DOWNS DIRECTOR 0.30 X 0 0 0 PATRICIA EXARHOS PRESIDENT 1.50 X X 0 0 0 JAY GOTTLEIB DIRECTOR 0.30 X 0 0 0 MEAGAN HARDWICK DIRECTOR 0.30 X 0 0 0 TOM JANSSEN SECRETARY 0.50 X 0 0 0 GREG LINNEMANSTONS DIRECTOR 0.30 X 0 0 0 TIM MURPHY VICE PRESIDE 0.50 X 0 0 0 JOHN NYGAARD DIRECTOR 0.30 X 0 0 0 JACKIE PAUL DIRECTOR 0.30 X 0 0 0 MICHAEL RYDER DIRECTOR 0.30 X 0 0 0 RICK STACH PAST PRESIDE 0.30 X X 0 0 0 STEVE WIECKERT DIRECTOR 0.30 X 0 0 0 67367 false false false 75706 1201152 4896 1276858 LCRC INCOME 24353 24353 24353 12091 12091 17920 3063 14857 1328159 36444 740509 740509 67367 47550 13719 6098 210070 148276 42779 19015 5548 3916 1130 502 21224 14981 4322 1921 6500 6500 36965 36965 11318 7556 3063 699 30992 26334 4037 621 1837 1837 61248 48998 12250 6709 5695 879 135 EQUIPMENT MAINTENANCE 30273 25975 2578 1720 TELEPHONE 14297 10723 3289 285 MISCELLANEOUS 13943 6972 6971 PAY IT FORWARD PROGRAM 11156 11156 13903 7713 6093 97 1283859 1145156 107610 31093 50 50 580247 636565 430556 103107 56935 54970 1542783 429554 1171289 1113229 1370 35366 3925017 4953682 6165464 6896969 8280 37707 4775 6005 13055 43712 X 5574104 6289348 578305 563909 6152409 6853257 6165464 6896969 X 44300 3774 652774 X false true X true false X 1034730 1143846 1995483 1888084 1679867 7742010 1034730 1143846 1995483 1888084 1679867 7742010 518713 7223297 28126 29168 31157 9215 12091 109757 5807 24353 30160 7881927 39708 0.91640 0.90550 X PART II, LINE 10 OTHER INCOME 30,160 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3864457 525212 704034 129170 38626 4925907 3992589 265740 -250938 120048 22885 3864458 3059947 502464 577060 122144 24738 3992589 2899410 118609 179203 113281 23994 3059947 2733205 301103 -3048 109059 22791 2899410 0.97320 0.02030 0.00650 true false 361134 -361134 68420 -68420 1542783 1542783 1113229 ASSETS AT COMMUNITY FDN 4414676 F CERTIFICATES OF DEPOSIT 512043 F ASSETS AT CATHOLIC FOUNDATION 26963 F 4953682 ACCRUED PAYROLL LIABILITIES 4138 DEFERRED REVENUE 1867 6005 2415464 3774 430758 652773 1087305 1328159 1328159 1714617 430758 430758 1283859 1283859 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 FVCA DINNER 17920 17920 3063 17920 17920 3063 3063 14857 true CITY OF APPLETON 100 NORTH APPLETON ST APPLETON WI 54911 396005381 GOV 43246 UTILITY ASSISTANCE CRAFTSMANS VILLAGE 410 SCHINDLER PLACE MENASHA WI 54952 870698575 5028 RENTAL ASSISTANCE DIAMOND PROPERTY MANAGEMENT LLC 300 N CORPORATE DRIVE BROOKFIELD WI 53045 11485 RENT ASSISTANCE KAUKAUNA UTILITIES 777 ISLAND ST KAUKAUNA WI 54130 396005478 GOV 19985 UTILITY ASSISTANCE LONDON PLACE APARTMENTS 1000 LUCERNE DRIVE MENASHA WI 54952 461646547 5915 RENT ASSISTANCE MENASHA UTILITIES 321 MILWAUKEE STREET MENASHA WI 54952 396005526 GOV 14472 UTILITY ASSISTANCE NEENAH UTILITIES FINANCE DEPARTMENT 211 WALNUT STREET NEENAH WI 54957 391607673 GOV 5415 NORTHERN MANAGEMENT LLC 333 BISHOPS WAY BROOKFIELD WI 53005 271994165 5416 RENT ASSISTANCE PREMIER REAL ESTATE MGMT 19105 W CAPITOL DR SUITE 200 BROOKFIELD WI 53045 391872177 16541 RENT ASSISTANCE VIAENE PROPERTIES PO BOX 353 HORTONVILLE WI 54944 5640 RENT ASSISTANCE WE ENERGIES 231 W MICHIGAN ST MILWAUKEE WI 53203 390476280 84043 UTILITY ASSISTANCE GRISHABER SERVICE STATION 1404 E SOUTH RIVER ST APPLETON WI 54915 391564072 5438 TRANSPORTATION ASSIS NATIONAL MANAGEMENT 333 BISHOPS WAY BROOKFIELD WI 53005 472077078 7082 RENTAL ASSISTANCE PARKVIEW APARTMENTS 2820 S KERNAN ST APPLETON WI 54915 134232782 5050 RENTAL ASSISTANCE 40 957 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 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