LEAVEN INC (EIN 391572168) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1986

Legal Domicile

Principal Officer

NIKKI GERHARD

Phone

9207389635

Tax Period

2024-01-01 to 2024-12-31

LEAVEN INC, founded in 1986, is a community nonprofit in the Human Services sector that reported $2.0M in total revenue in fiscal year 2024. Revenue surged 46% from the prior year, signaling strong growth momentum. The organization ran a surplus of $419K, a strong 21% operating margin.

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/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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,739,808

Program Service Revenue $32,856

Investment Income $176,200

Other Revenue $57,312

TOTAL REVENUE $2,006,176

Expense Breakdown

Grants Paid $787,053

Salaries & Benefits $403,988

Fundraising Expenses $55,725

Program Expenses $1,163,885

Other Expenses $396,324

TOTAL EXPENSES $1,587,365

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,006,176	$1,376,695	+0.5%
Expenses	$1,587,365	$1,592,189	0.0%
Net Income	$418,811	$-215,494	-2.9%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

152

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$93,068

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NIKKI GERHARD	EXECUTIVE DI	40.00	Officer	$87,714	$5,354	$93,068
JESSICA BARNES	DIRECTOR	1.00	Director	$0	$0	$0
CHAD BOSTICK	DIRECTOR	1.00	Director	$0	$0	$0
SUZANNE BRAULT	DIRECTOR	1.00	Director	$0	$0	$0
JASON DEDERING	DIRECTOR	1.00	Director	$0	$0	$0
TRACY DOERING	DIRECTOR	1.00	Director	$0	$0	$0
JEFF ESKER	DIRECTOR	1.00	Director	$0	$0	$0
PAT EXARHOS	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
ERNESTO GONZALEZ	DIRECTOR	1.00	Director	$0	$0	$0
PASTOR REBECCA HENRY	SECRETARY	1.00	Officer Director	$0	$0	$0
REBECCA KELLNER	PRESIDENT	1.00	Officer Director	$0	$0	$0
CHAD KOPITZKE	DIRECTOR	1.00	Director	$0	$0	$0
TIM MURPHY	PAST PRESIDE	1.00	Officer Director	$0	$0	$0
JACKIE PAUL	DIRECTOR	1.00	Director	$0	$0	$0
SARAH SCHNEIDER	DIRECTOR	1.00	Director	$0	$0	$0
OLADIMEJI TOMORI	DIRECTOR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$2,006,176	$1,587,365	$10,197,708	$418,811
2023	$1,376,695	$1,592,189	$9,026,216	$-215,494
2022	$1,618,590	$1,322,037	$8,345,245	$296,553
2021	$1,446,687	$1,102,661	$9,287,765	$344,026
2020	$2,101,712	$1,318,961	$8,095,711	$782,751
2019	$1,328,159	$1,283,859	$6,896,969	$44,300
2018	$1,911,718	$1,158,533	$6,165,464	$753,185

LEAVEN INC