Lever Fund

990EZ • Fiscal year 2015 • EIN 46-4371412

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 15, 2016

Organization Profile WWW.LEVERFUND.ORG

5440 Nevada Ave NWWashington, DC 20015

(301) 529-2020

Siviq Scores

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

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

-25%

Higher net margin than 14% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

8.9%

Faster asset growth than 61% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

-52%

Faster revenue growth than 9% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet

Liabilities / Assets55th percentile

Assets

$77,864

Up $6,352 (+8.9%) from 2014

Net Assets

$77,864

Up $6,352 (+8.9%) from 2014

Liabilities

Flat

Flat from 2014

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin14th percentile

Revenue

Down

$79,152

Down $84,451 (-52%) from 2014

Expenses

Down

$98,785

Down $43,307 (-30%) from 2014

Net Income

Down

-$19,633

Down $41,144 (-191%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

Highlighted filing

2015

Assets$77,864

Liabilities$0

Net Assets$77,864

Open 2015 Filing

Operations Trend

Revenue Growth9th percentile

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

Highlighted filing

2015

Revenue$79,152

Expenses$98,785

Net Income-$19,633

Open 2015 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2015 to Dec 31, 2015
Signed: Aug 15, 2016
Return Version: 2015v2.1
Gross Receipts: $79,152

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	$80,199

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
390	President	-	$0	-	-
ANN MARIE HABERSHAW - AS OF OCT 21	Treasurer	PT	$0	-	-
MARK SWARTZ	Board Member	PT	$0	-	-
JEANETTE O'CONNOR	Board Member	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: Ann Marie Habershaw
Title: Treasurer
Phone: 3015292020
Signed: 2016-08-15
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: 107.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: bank fees. Amount: 210. Description: bank services. Amount: 1140. Description: internet/website fees. Amount: 9538. Description: video production. Amount: 3250. Description: filing fees. Amount: 1774. Description: expense reimbursments. Amount: 390. Description: events. Amount: 2760. Total to form 990-ez, line 16: 19062.”

Raw XML Appendix157 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	97497
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	77864
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	0
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	79045
IRS990EZ/DirectIndirectPltclExpendAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	0
IRS990EZ/EngagedInExcessBenefitTransInd	0	0
IRS990EZ/ExcessOrDeficitForYearAmt	0	-19633
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	51390
IRS990EZ/FiledScheduleAInd	0	1
IRS990EZ/ForeignFinancialAccountInd	0	0
IRS990EZ/ForeignOfficeInd	0	0
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	97497
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	77864
IRS990EZ/GrossReceiptsAmt	0	79152
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	107
IRS990EZ/LobbyingActivitiesInd	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	0
IRS990EZ/MethodOfAccountingAccrualInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	97497
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	77864
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	97497
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	77864
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	4.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	5.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	5.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	5.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	390
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	ANN MARIE HABERSHAW - AS OF OCT 21
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	MARK SWARTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	JEANETTE O'CONNOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	BOARD MEMBER
IRS990EZ/OperateHospitalInd	0	0
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherChangesInNetAssetsAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	19062
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	80199
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/SalariesOtherCompEmplBnftAmt	0	28333
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	98785
IRS990EZ/TotalProgramServiceExpensesAmt	0	80199
IRS990EZ/TotalRevenueAmt	0	79152
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	0
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	WWW.LEVERFUND.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt	0	0
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	75320
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	163468
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	50000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	288788
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt	0	107
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt	0	1
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt	0	108
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt	0	107
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt	0	1
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt	0	108
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00040
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	0.99960
IRS990ScheduleA/PublicSupportPY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportTotal509Amt	0	288788
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt	0	0
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt	0	0
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	75320
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	163468
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	50000
IRS990ScheduleA/Total509Grp/TotalAmt	0	288788
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	75427
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	163468
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	50001
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	288896
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: 107.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	DESCRIPTION: BANK FEES. AMOUNT: 210. DESCRIPTION: BANK SERVICES. AMOUNT: 1140. DESCRIPTION: INTERNET/WEBSITE FEES. AMOUNT: 9538. DESCRIPTION: VIDEO PRODUCTION. AMOUNT: 3250. DESCRIPTION: FILING FEES. AMOUNT: 1774. DESCRIPTION: EXPENSE REIMBURSMENTS. AMOUNT: 390. DESCRIPTION: EVENTS. AMOUNT: 2760. TOTAL TO FORM 990-EZ, LINE 16: 19062.
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	2016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	ANN MARIE HABERSHAW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	3015292020
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2016-08-15
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	2016-08-15T16:42:13-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2015-01-01
ReturnHeader/TaxPeriodEndDt	0	2015-12-31
ReturnHeader/TaxYr	0	2015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $77,864
Liabilities: $0
Net assets: $77,864
Revenue: $79,152
Expenses: $98,785
Net income: -$19,633

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2023Detailed filing. Detailed filing data is available for this year.	$0.26	$0.00	$0.26	$0.67	$0.80	$0.12
2022Detailed filing. Detailed filing data is available for this year.	$0.48	$0.00	$0.48	$1.08	$0.81	$0.27
2021Detailed filing. Detailed filing data is available for this year.	$0.27	$0.00	$0.27	$0.61	$0.72	$0.11
2020Detailed filing. Detailed filing data is available for this year.	$0.38	$0.00	$0.38	$0.64	$0.55	$0.09
2019Detailed filing. Detailed filing data is available for this year.	$0.29	$0.00	$0.29	$0.33	$0.26	$0.07
2018Detailed filing. Detailed filing data is available for this year.	$0.22	$0.91	$0.69	$0.21	$1.06	$0.85
2017Detailed filing. Detailed filing data is available for this year.	$1.16	$0.24	$0.92	$1.11	$0.85	$0.26
2016Detailed filing. Detailed filing data is available for this year.	$0.71	$0.05	$0.66	$2.42	$2.17	$0.25
2015Detailed filing. Detailed filing data is available for this year.	$0.78	$0.00	$0.78	$0.79	$0.99	$0.20
2014Detailed filing. Detailed filing data is available for this year.	$0.72	$0.00	$0.72	$1.64	$1.42	$0.22
2013Summary only. Only limited summary data is available for this year.	$0.50	$0.00		$0.50	$0.00	$0.50