Civic Intelligence

Leviticus 2523 Alternative Fund Inc

990 • Fiscal year 2017 • EIN 13-3154100

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 07, 2018

220 White Plains Road Suite 125Tarrytown, NY 10591

(914) 909-4498

Siviq Scores

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

Liabilities / Assets

78th percentile

0.72x

Higher debt load relative to assets than 78% of similar nonprofits.

2017 filings • NTEE P • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

98th percentile

9.58x

Higher debt load relative to revenue than 98% of similar nonprofits.

2017 filings • NTEE P • $25M-$50M nonprofits • Source year 2017

Net Margin

94th percentile

34%

Higher net margin than 94% of similar nonprofits.

2017 filings • NTEE P • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

39th percentile

$234,285

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 9.5% of source-year revenue.

2017 filings • NTEE P • $25M-$50M nonprofits • Source year 2017

Asset Growth

37th percentile

0.4%

Faster asset growth than 37% of similar nonprofits.

2017 filings • NTEE P • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

87th percentile

25%

Faster revenue growth than 87% of similar nonprofits.

2017 filings • NTEE P • $25M-$50M nonprofits • Annualized from 2016 to 2017

Assets

Up

$32,909,347

Up $126,653 (+0.4%) from 2016

Net Assets

Up

$9,343,598

Up $845,730 (+10.0%) from 2016

Liabilities

Down

$23,565,749

Down $719,077 (-3.0%) from 2016

Revenue

Up

$2,460,129

Up $486,417 (+25%) from 2016

Expenses

Down

$1,614,399

Down $303,272 (-16%) from 2016

Net Income

Up

$845,730

Up $789,689 (+1409%) from 2016

Historical Trend

Balance Sheet Trend

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

$150M$100M$50M$0Assets 2010: $15,463,773Liabilities 2010: $11,311,153Net Assets 2010: $4,152,6202010Assets 2011: $15,932,822Liabilities 2011: $11,715,194Net Assets 2011: $4,217,6282011Assets 2012: $19,182,218Liabilities 2012: $14,691,938Net Assets 2012: $4,490,2802012Assets 2013: $19,495,076Liabilities 2013: $15,044,398Net Assets 2013: $4,450,6782013Assets 2014: $25,896,978Liabilities 2014: $20,200,743Net Assets 2014: $5,696,2352014Assets 2015: $30,196,006Liabilities 2015: $21,754,179Net Assets 2015: $8,441,8272015Assets 2016: $32,782,694Liabilities 2016: $24,284,826Net Assets 2016: $8,497,8682016Assets 2017: $32,909,347Liabilities 2017: $23,565,749Net Assets 2017: $9,343,5982017Assets 2018: $38,826,344Liabilities 2018: $27,588,729Net Assets 2018: $11,237,6152018Assets 2019: $48,568,400Liabilities 2019: $35,206,712Net Assets 2019: $13,361,6882019Assets 2020: $56,805,740Liabilities 2020: $39,617,114Net Assets 2020: $17,188,6262020Assets 2021: $67,729,825Liabilities 2021: $47,681,395Net Assets 2021: $20,048,4302021Assets 2022: $78,088,191Liabilities 2022: $52,199,740Net Assets 2022: $25,888,4512022Assets 2023: $91,814,753Liabilities 2023: $57,375,040Net Assets 2023: $34,439,7132023Assets 2024: $136,483,847Liabilities 2024: $91,800,874Net Assets 2024: $44,682,9732024

Highlighted filing

2017

Assets$32,909,347
Liabilities$23,565,749
Net Assets$9,343,598

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $722,6752010Expenses 2011: $597,2892011Expenses 2012: $850,9922012Revenue 2013: $987,654Expenses 2013: $1,027,256Net Income 2013: -$39,6022013Revenue 2014: $2,463,934Expenses 2014: $1,218,377Net Income 2014: $1,245,5572014Revenue 2015: $4,651,068Expenses 2015: $1,905,476Net Income 2015: $2,745,5922015Revenue 2016: $1,973,712Expenses 2016: $1,917,671Net Income 2016: $56,0412016Revenue 2017: $2,460,129Expenses 2017: $1,614,399Net Income 2017: $845,7302017Revenue 2018: $3,870,482Expenses 2018: $1,976,465Net Income 2018: $1,894,0172018Revenue 2019: $4,774,110Expenses 2019: $2,650,037Net Income 2019: $2,124,0732019Revenue 2020: $6,626,249Expenses 2020: $2,799,311Net Income 2020: $3,826,9382020Revenue 2021: $6,314,122Expenses 2021: $3,328,511Net Income 2021: $2,985,6112021Revenue 2022: $9,522,448Expenses 2022: $3,682,427Net Income 2022: $5,840,0212022Revenue 2023: $9,907,653Expenses 2023: $4,151,054Net Income 2023: $5,756,5992023Revenue 2024: $15,772,383Expenses 2024: $5,529,123Net Income 2024: $10,243,2602024

Highlighted filing

2017

Revenue$2,460,129
Expenses$1,614,399
Net Income$845,730
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 7, 2018
Return Version
2017v2.3
Gross Receipts
$2,460,129
Mission and Program Overview

Mission

The leviticus fund is motivated by faith and founded on the biblical verse of leviticus 25:23 and its call for justice in the stewardship of economic resources. The fund supports transformative solutions that serve low-income and vulnerable people by combining flexible capital from social impact investors and contributors with knowledge-sharing to create sustainable and affordable communities.

Provide loans to organizations for the benefit of economically disadvantaged individuals, families and communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$27,367,115$26,795,515▼ $571,600
Cash and Non-Interest-Bearing Accounts$911,241$2,954,268▲ $2,043,027
Savings and Temporary Cash Investments$3,192,704$2,098,523▼ $1,094,181
Investments Other Securities$1,073,749$807,811▼ $265,938
Pledges and Grants Receivable$24,004$39,741▲ $15,737
Prepaid Expenses and Deferred Charges$299$11,325▲ $11,026
Land, Buildings, and Equipment, Net$4,900$4,105▼ $795
Intangible Assets$999$499▼ $500
Total Assets$32,782,694$32,909,347▲ $126,653
Other Assets Total$207,683$197,560▼ $10,123
Liabilities
Unsecured Notes Loans Payable$23,952,670$23,338,231▼ $614,439
Other Liabilities$249,345$158,674▼ $90,671
Accounts Payable and Accrued Expenses$44,376$47,674▲ $3,298
Deferred Revenue$38,435$21,170▼ $17,265
Total Liabilities$24,284,826$23,565,749▼ $719,077
Net Assets / Fund Balance
Unrestricted Net Assets$7,729,355$8,194,428▲ $465,073
Temporarily Rstr Net Assets$768,513$1,149,170▲ $380,657
Total Net Assets Fund Balance$8,497,868$9,343,598▲ $845,730
Total Liabilities and Net Assets / Fund Balance$32,782,694$32,909,347▲ $126,653

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,105$54,969$59,074
Other Land Buildings$0$22,142$22,142
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mr Gregory MaherExecutive DirectorFT$192,641$41,644$234,285
Mr Jose RiveraFinance DirectorFT$103,995$23,213$127,208

Board Members and Trustees

NameTitle
Ms Catherine RowanPresident
Mr Michael SenaVice President
Mr Dan LetendreBoard Member
Mr Joseph ReillyBoard Member
Ms Becky KochBoard Member
Ms Darlene RobinsonBoard Member
Ms Elaine DovasBoard Member
Ms Elizabeth TorresBoard Member
Rev Julius WallsBoard Member
Sr Ellenrita PurcaroBoard Member
Sr Peggy ScaranoBoard Member
Mr Charles JohnstonBoard Member Through April 2017
Mr Derrick a LovettBoard Member Through April 2017
Sr Geraldine KennedySecretary
Mr Justin ToweyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$803,438
Program Service Revenue
$1,507,811
Investment Income
$28,482
Other Revenue
$120,398
All Other Contributions
$803,438
Change in Net Assets
$845,730

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded500$34,288Fair Market Value (FMV)
Total Noncash Contributions500$34,288-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,460,129
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,460,129
Total Revenue per Form 990
$2,460,129
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$927,166
Salaries, Compensation, and Employee Benefits$652,945
Total Fundraising Expense$79,500
Grants and Similar Amounts Paid$34,288
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$566,203--$566,203
Other Salaries and Wages$203,702$78,810$48,201$330,713
Current Officers, Directors, Trustees, and Key Employees$214,440$11,913$11,913$238,266
Fees for Services Other$97,150$12,211-$109,361
Occupancy$29,021$9,673$4,299$42,993
Payroll Taxes$27,251$6,346$4,155$37,752
Fees for Services Accounting-$37,000-$37,000
Grants to Domestic Orgs$34,288--$34,288
Office Expenses$19,808$9,617$2,934$32,359
Pension Plan Contributions$16,466$6,810$4,136$27,412
Other Employee Benefits$7,368$11,034$400$18,802
Advertising$8,968$2,989$1,329$13,286
Other Expenses$7,517$2,506$1,114$11,137
Travel$6,900$2,297$1,019$10,216
Fees for Services Legal$6,699--$6,699
Conferences and Meetings$2,259$3,200-$5,459
Depreciation Depletion-$3,754-$3,754
Insurance-$1,137-$1,137
Total Functional Expenses$1,335,602$199,297$79,500$1,614,399

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,614,399
Total Expenses per Audited Statements$1,614,399
Total Expenses per Form 990$1,614,399
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
North Haven Sustainable HousingNorth Haven, ME501(c)(3)To Provide Financing for Affordable Eldercare Projects in the New England Region That Assist Low-income Senior Households.-
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Interest Payable$137,785
Deferred Rent$20,889
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 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, Part VI, Section A, Line 6

The members elect the organization's board of directors.

Form 990, Part VI, Section A, Line 7A

The members elect the organization's board of directors.

Form 990, Part VI, Section B, Line 11B

The form 990 is reviewed and approved by the finance committee of the board of directors prior to submission.

Form 990, Part VI, Section B, Line 12C

Annually at the first board meeting of the year, all board members complete, sign and submit a conflict of interest statement. The statement outlines the organization's conflict of interest policy and requires board members to state in writing all known conflicts of interest.

Form 990, Part VI, Section B, Line 15

The organization periodically reviews salaries for all officer and key employee positions, including the executive director position. Salaries are compared to comparable positions in other charitable organizations, including those in the organization's sector, using data from salary reviews conducted by third party organizations. The comparative findings are presented to the executive committee of the board of directors for discussion and approval.

Form 990, Part VI, Section C, Line 19

The organization's form 990's are available on guidestar.org. The organization's form 1023, governing documents, conflict of interest policies and financial statements are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Leviticus 2523 Alternative Fund Inc
EIN
13-3154100
Phone
9149094498
Address
220 WHITE PLAINS ROAD SUITE 125, TARRYTOWN, NY 10591

Signing Officer

Name
Gregory Maher
Title
Executive Director
Phone
9149094498
Signed
2018-08-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gregory Maher
Formed
1983
Legal Domicile
Ny
Voting Board Members
13
Independent Board Members
13
Employees
7
Volunteers
34

Preparer

Firm
Mbaf Cpas LLC
Address
400 COLUMBUS AVE SUITE 50S, VALHALLA, NY 10595
Preparer
Marc Taub
Phone
9147410800
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

The process has not changed since the prior year.

Financial Statement Notes

PART X, LINE 2:

The organization is organized under the not-for-profit corporation law of the state of new york. The organization has been granted exemption from federal income taxation pursuant to section 501(c)(3) of the internal revenue code. The accounting standard for uncertainty in income taxes prescribes a minimum recognition threshold and measurement methodology that a tax position taken or expected to be taken in a tax return is required to meet before being recognized in the financial statements. It also provides guidance for derecognition, classification, interest and penalties, disclosure, and transition. The organization files informational returns in the federal jurisdiction. The organization is generally no longer subject to income tax examinations by the internal revenue service for returns filed before 2014. The organization is subject to audit by tax authorities. The organization believes that it has appropriate support for the positions taken on its tax returns. Nonetheless, the amounts ultimately paid, if any, upon resolution of the issues raised by the taxing authorities may differ materially from the amounts accrued for each year. Management believes that its tax-exempt status would be sustained upon examination.

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IRS990/ActivityOrMissionDesc0PROVIDE LOANS TO ORGANIZATIONS FOR THE BENEFIT OF ECONOMICALLY DISADVANTAGED INDIVIDUALS, FAMILIES AND COMMUNITIES.
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IRS990/Desc0THE LEVITICUS FUND'S FLEXIBLE CAPITAL AND TECHNICAL ASSISTANCE SUPPORTS A RANGE OF COMMUNITY DEVELOPMENT PROJECTS SERVING LOW-INCOME COMMUNITIES AND LOW-INCOME INDIVIDUALS AND FAMILIES. IN 2017, OUR LENDING ACTIVITIES INCLUDED THE FOLLOWING CLOSED LOANS: 6 LOANS TOTALING $8,217,961 WHICH PARTIALLY FINANCED 637 UNITS OF AFFORDABLE AND SUPPORTIVE HOUSING; 2 LOANS TOTALING $1,175,000 WHICH PARTIALLY FINANCED EXPANSION OF AN EXISTING CHARTER PUBLIC SCHOOL TO SERVE 424 ADDITIONAL STUDENTS AND WORKING CAPITAL FOR ANOTHER EXISTING FACILITY; 1 LOAN TOTALING $1,000,000 WHICH PARTIALLY FINANCED CONSTRUCTION OF A GROCERY STORE-ANCHORED COMMERCIAL DEVELOPMENT; AND 1 LOAN FOR $1,900,000 THAT PARTIALLY FINANCED ACQUISITION OF AN INDUSTRIAL BUILDING FOR AN ECONOMIC DEVELOPMENT PROJECT FOR "MAKER'S SPACE" ENTREPRENEURIAL BUSINESSES.
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IRS990/Form990PartVIISectionAGrp/PersonNm0MR CHARLES JOHNSTON
IRS990/Form990PartVIISectionAGrp/PersonNm1SR GERALDINE KENNEDY
IRS990/Form990PartVIISectionAGrp/PersonNm2MR DERRICK A LOVETT
IRS990/Form990PartVIISectionAGrp/PersonNm3MR JOSEPH REILLY
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IRS990/Form990PartVIISectionAGrp/PersonNm6MR MICHAEL SENA
IRS990/Form990PartVIISectionAGrp/PersonNm7REV JULIUS WALLS
IRS990/Form990PartVIISectionAGrp/PersonNm8SR PEGGY SCARANO
IRS990/Form990PartVIISectionAGrp/PersonNm9MR DAN LETENDRE
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IRS990/Form990PartVIISectionAGrp/PersonNm11MS DARLENE ROBINSON
IRS990/Form990PartVIISectionAGrp/PersonNm12MS BECKY KOCH
IRS990/Form990PartVIISectionAGrp/PersonNm13MS ELAINE DOVAS
IRS990/Form990PartVIISectionAGrp/PersonNm14MS ELIZABETH TORRES
IRS990/Form990PartVIISectionAGrp/PersonNm15MR GREGORY MAHER
IRS990/Form990PartVIISectionAGrp/PersonNm16MR JOSE RIVERA
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15192641
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16103995
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER THROUGH APRIL 2017
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER THROUGH APRIL 2017
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16FINANCE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt034288
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt034288
IRS990/GrantsToDomesticOrgsGrp/TotalAmt034288
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02460129
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01137
IRS990/InsuranceGrp/TotalAmt01137
IRS990/IntangibleAssetsGrp/BOYAmt0999
IRS990/IntangibleAssetsGrp/EOYAmt0499
IRS990/InterestGrp/ProgramServicesAmt0566203
IRS990/InterestGrp/TotalAmt0566203
IRS990/InvestmentIncomeGrp/ExclusionAmt028482
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt028482
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01073749
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0807811
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt077111
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04900
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04105
IRS990/LandBldgEquipCostOrOtherBssAmt081216
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE LEVITICUS FUND IS MOTIVATED BY FAITH AND FOUNDED ON THE BIBLICAL VERSE OF LEVITICUS 25:23 AND ITS CALL FOR JUSTICE IN THE STEWARDSHIP OF ECONOMIC RESOURCES. THE FUND SUPPORTS TRANSFORMATIVE SOLUTIONS THAT SERVE LOW-INCOME AND VULNERABLE PEOPLE BY COMBINING FLEXIBLE CAPITAL FROM SOCIAL IMPACT INVESTORS AND CONTRIBUTORS WITH KNOWLEDGE-SHARING TO CREATE SUSTAINABLE AND AFFORDABLE COMMUNITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt08497868
IRS990/NetAssetsOrFundBalancesEOYAmt09343598
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoncashContributionsAmt034288
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt04299
IRS990/OccupancyGrp/ManagementAndGeneralAmt09673
IRS990/OccupancyGrp/ProgramServicesAmt029021
IRS990/OccupancyGrp/TotalAmt042993
IRS990/OfficeExpensesGrp/FundraisingAmt02934
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09617
IRS990/OfficeExpensesGrp/ProgramServicesAmt019808
IRS990/OfficeExpensesGrp/TotalAmt032359
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0207683
IRS990/OtherAssetsTotalGrp/EOYAmt0197560
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0400
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt011034
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt07368
IRS990/OtherEmployeeBenefitsGrp/TotalAmt018802
IRS990/OtherExpensesGrp/Desc0PROVISION FOR LOAN LOSS
IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt01114
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02506
IRS990/OtherExpensesGrp/ProgramServicesAmt087562
IRS990/OtherExpensesGrp/ProgramServicesAmt17517
IRS990/OtherExpensesGrp/TotalAmt087562
IRS990/OtherExpensesGrp/TotalAmt111137
IRS990/OtherLiabilitiesGrp/BOYAmt0249345
IRS990/OtherLiabilitiesGrp/EOYAmt0158674
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0COMMITMENT/CLOSING FEE
IRS990/OtherRevenueMiscGrp/Desc1OTHER FEES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0117434
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt12964
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0117434
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt12964
IRS990/OtherRevenueTotalAmt0120398
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt048201
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt078810
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0203702
IRS990/OtherSalariesAndWagesGrp/TotalAmt0330713
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt027367115
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt026795515
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt04155
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06346
IRS990/PayrollTaxesGrp/ProgramServicesAmt027251
IRS990/PayrollTaxesGrp/TotalAmt037752
IRS990/PensionPlanContributionsGrp/FundraisingAmt04136
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt06810
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt016466
IRS990/PensionPlanContributionsGrp/TotalAmt027412
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt024004
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt039741
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0299
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt011325
IRS990/PrincipalOfficerNm0GREGORY MAHER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST PROJECT LOANS
IRS990/ProgramServiceRevenueGrp/Desc1NMTC FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01504061
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13750
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01504061
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13750
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0390881
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0215712
IRS990/PYInvestmentIncomeAmt036011
IRS990/PYOtherExpensesAmt01218416
IRS990/PYOtherRevenueAmt0206734
IRS990/PYProgramServiceRevenueAmt01340086
IRS990/PYRevenuesLessExpensesAmt056041
IRS990/PYSalariesCompEmpBnftPaidAmt0483543
IRS990/PYTotalExpensesAmt01917671
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01973712
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0845730
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01628209
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03192704
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02098523
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0803438
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0390881
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03314603
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01383921
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0103544
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05996387
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt028482
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt036011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt030520
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt032536
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt049355
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0176904
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01628209
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01546820
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01305945
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01047477
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0834755
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt06363206
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt028482
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt036011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt030520
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt032536
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt049355
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0176904
IRS990ScheduleA/InvestmentIncomeCYPct00.01410
IRS990ScheduleA/InvestmentIncomePYPct00.01650
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98590
IRS990ScheduleA/PublicSupportPY509Pct00.98350
IRS990ScheduleA/PublicSupportTotal509Amt012359593
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02431647

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$136$91.8$44.7$15.8$5.53$10.2
2023Detailed filing. Detailed filing data is available for this year.$91.8$57.4$34.4$9.91$4.15$5.76
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$78.1$52.2$25.9$9.52$3.68$5.84
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$67.7$47.7$20.0$6.31$3.33$2.99
2020Detailed filing. Detailed filing data is available for this year.$56.8$39.6$17.2$6.63$2.80$3.83
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.6$35.2$13.4$4.77$2.65$2.12
2018Detailed filing. Detailed filing data is available for this year.$38.8$27.6$11.2$3.87$1.98$1.89
2017Detailed filing. Detailed filing data is available for this year.$32.9$23.6$9.34$2.46$1.61$0.85
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.8$24.3$8.50$1.97$1.92$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.2$21.8$8.44$4.65$1.91$2.75
2014Detailed filing. Detailed filing data is available for this year.$25.9$20.2$5.70$2.46$1.22$1.25
2013Detailed filing. Detailed filing data is available for this year.$19.5$15.0$4.45$0.99$1.03$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.2$14.7$4.49$0.85
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.9$11.7$4.22$0.60
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.5$11.3$4.15$0.72