Liabilities / Assets
53rd percentile
Tied with the lowest-debt nonprofits in its peer group.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
53rd percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
69th percentile
Higher net margin than 69% of similar nonprofits.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
Up$71,512
Up $21,511 (+43%) from 2013
Net Assets
$71,512
No earlier filing loaded for comparison.
Liabilities
Flat$0
Flat from 2013
Revenue And Expenses
Revenue
Up$163,603
Up $113,602 (+227%) from 2013
Expenses
Up$142,092
Up $142,092 from 2013
Net Income
Down$21,511
Down $28,490 (-57%) from 2013
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2014 to Dec 31, 2014
- Signed
- Aug 16, 2015
- Return Version
- 2014v5.0
- Gross Receipts
- $163,603
Mission and Program Overview
Mission
Expand educational opportunities. We will support schools and organizations that have demonstrated the ability to improve the odds of students completing their education and moving out of poverty.improve job prospects. We will partner with area organizations and businesses to make sure we are providing the right skills and that they are of professional quality in order to increase placements in career-oriented, well-paying jobs.remove barriers. We will invest in community groups of all kinds that most efficiently deliver the medical, legal, and financial resources necessary to get ahead.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| EXPAND EDUCATIONAL OPPORTUNITIES, IMPROVE JOB PROSPECTS. AND REMOVE BARRIERS | $0 | $141,858 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| NATHANIEL PEARLMAN | President | PT | $0 | - | - |
| GARY JONAS | Treasurer | PT | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Lever Fund
- EIN
- 46-4371412
- Phone
- 3015292020
- Address
- 5440 NEVADA AVE NW, WASHINGTON, DC 20015
Signing Officer
- Name
- Nathaniel Pearlman
- Title
- President
- Phone
- 3015292020
- Signed
- 2015-08-16
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Rose Financial Services LLC
- Address
- 2 RESEARCH PLACE SUITE 300, ROCKVILLE, MD 20850
- Preparer
- Timothy Fargo
- Phone
- 2408131713
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 4 - Other Investment Income
“Description: interest. Amount: 135.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: direct program materials. Amount: 21009. Description: bank fees. Amount: 154. Description: internet/website fees. Amount: 250. Description: travel. Amount: 1039. Total to form 990-ez, line 16: 22452.”
Raw XML Appendix138 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | LEVER FUND CO NATHANIEL PEARLMAN |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 3015292020 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 5440 NEVADA AVE NW |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | WASHINGTON |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | DC |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 20015 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 50001 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 71512 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 163468 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 21511 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 119640 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 50001 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 71512 |
| IRS990EZ/GrossReceiptsAmt | 0 | 163603 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 135 |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 50001 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 71512 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 50001 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 71512 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 20.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 20.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | NATHANIEL PEARLMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | GARY JONAS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 22452 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | EXPAND EDUCATIONAL OPPORTUNITIES. WE WILL SUPPORT SCHOOLS AND ORGANIZATIONS THAT HAVE DEMONSTRATED THE ABILITY TO IMPROVE THE ODDS OF STUDENTS COMPLETING THEIR EDUCATION AND MOVING OUT OF POVERTY.IMPROVE JOB PROSPECTS. WE WILL PARTNER WITH AREA ORGANIZATIONS AND BUSINESSES TO MAKE SURE WE ARE PROVIDING THE RIGHT SKILLS AND THAT THEY ARE OF PROFESSIONAL QUALITY IN ORDER TO INCREASE PLACEMENTS IN CAREER-ORIENTED, WELL-PAYING JOBS.REMOVE BARRIERS. WE WILL INVEST IN COMMUNITY GROUPS OF ALL KINDS THAT MOST EFFICIENTLY DELIVER THE MEDICAL, LEGAL, AND FINANCIAL RESOURCES NECESSARY TO GET AHEAD. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | EXPAND EDUCATIONAL OPPORTUNITIES, IMPROVE JOB PROSPECTS. AND REMOVE BARRIERS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 141858 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | DC |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 142092 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 141858 |
| IRS990EZ/TotalRevenueAmt | 0 | 163603 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.LEVERFUND.ORG |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 163468 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 50000 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 213468 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 1 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 1 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 1 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 1 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 213468 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 163468 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 50000 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 213468 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 163468 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 50001 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 213469 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST. AMOUNT: 135. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: DIRECT PROGRAM MATERIALS. AMOUNT: 21009. DESCRIPTION: BANK FEES. AMOUNT: 154. DESCRIPTION: INTERNET/WEBSITE FEES. AMOUNT: 250. DESCRIPTION: TRAVEL. AMOUNT: 1039. TOTAL TO FORM 990-EZ, LINE 16: 22452. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/BuildTS | 0 | 2016-03-07 17:11:31Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | NATHANIEL PEARLMAN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 3015292020 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-08-16 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | LEVER FUND |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | LEVE |
| ReturnHeader/Filer/EIN | 0 | 464371412 |
| ReturnHeader/Filer/PhoneNum | 0 | 3015292020 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 5440 NEVADA AVE NW |
| ReturnHeader/Filer/USAddress/CityNm | 0 | WASHINGTON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | DC |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 20015 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 521957206 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | ROSE FINANCIAL SERVICES LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 2 RESEARCH PLACE SUITE 300 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | ROCKVILLE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 20850 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2408131713 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | TIMOTHY FARGO |
| ReturnHeader/ReturnTs | 0 | 2015-08-16T17:53:29-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2014-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2014-12-31 |
| ReturnHeader/TaxYr | 0 | 2014 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $71,512
- Liabilities
- $0
- Net assets
- $71,512
- Revenue
- $163,603
- Expenses
- $142,092
- Net income
- $21,511