Civic Intelligence

Lever Fund

990 • Fiscal year 2016 • EIN 46-4371412

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization ProfileWWW.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.

Liabilities / Assets

75th percentile

0.08x

Higher debt load relative to assets than 75% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

70th percentile

0.02x

Higher debt load relative to revenue than 70% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

64th percentile

10%

Higher net margin than 64% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

99th percentile

$122,944

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 50.7% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

30th percentile

-8.9%

Faster asset growth than 30% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

96th percentile

206%

Faster revenue growth than 96% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$70,969

Down $6,895 (-8.9%) from 2015

Net Assets

Down

$65,537

Down $12,327 (-16%) from 2015

Liabilities

Up

$5,432

Up $5,432 from 2015

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin64th percentile

Revenue

Up

$242,400

Up $163,248 (+206%) from 2015

Expenses

Up

$217,486

Up $118,701 (+120%) from 2015

Net Income

Up

$24,914

Up $44,547 (+227%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$150K$100K$50K$0-$50K-$100KAssets 2013: $50,001Liabilities 2013: $02013Assets 2014: $71,512Liabilities 2014: $0Net Assets 2014: $71,5122014Assets 2015: $77,864Liabilities 2015: $0Net Assets 2015: $77,8642015Assets 2016: $70,969Liabilities 2016: $5,432Net Assets 2016: $65,5372016Assets 2017: $115,812Liabilities 2017: $23,976Net Assets 2017: $91,8362017Assets 2018: $21,958Liabilities 2018: $90,979Net Assets 2018: -$69,0212018Assets 2019: $29,130Liabilities 2019: $0Net Assets 2019: $29,1302019Assets 2020: $38,005Liabilities 2020: $0Net Assets 2020: $38,0052020Assets 2021: $26,612Liabilities 2021: $0Net Assets 2021: $26,6122021Assets 2022: $48,363Liabilities 2022: $0Net Assets 2022: $48,3632022Assets 2023: $26,103Liabilities 2023: $0Net Assets 2023: $26,1032023

Highlighted filing

2016

Assets$70,969
Liabilities$5,432
Net Assets$65,537
Open 2016 Filing

Operations Trend

Revenue Growth96th percentile

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

$300K$200K$100K$0-$100KRevenue 2013: $50,001Expenses 2013: $0Net Income 2013: $50,0012013Revenue 2014: $163,603Expenses 2014: $142,092Net Income 2014: $21,5112014Revenue 2015: $79,152Expenses 2015: $98,785Net Income 2015: -$19,6332015Revenue 2016: $242,400Expenses 2016: $217,486Net Income 2016: $24,9142016Revenue 2017: $111,394Expenses 2017: $85,095Net Income 2017: $26,2992017Revenue 2018: $21,037Expenses 2018: $105,794Net Income 2018: -$84,7572018Revenue 2019: $32,724Expenses 2019: $25,552Net Income 2019: $7,1722019Revenue 2020: $64,342Expenses 2020: $55,470Net Income 2020: $8,8722020Revenue 2021: $60,613Expenses 2021: $71,664Net Income 2021: -$11,0512021Revenue 2022: $107,593Expenses 2022: $80,916Net Income 2022: $26,6772022Revenue 2023: $67,430Expenses 2023: $79,563Net Income 2023: -$12,1332023

Highlighted filing

2016

Revenue$242,400
Expenses$217,486
Net Income$24,914
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$251,042
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.

The lever fund was formed with the mission to raise more local poverty-fighting dollars and to spend them in a smarter, data-driven way.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$40,623$65,537▲ $24,914
Cash and Non-Interest-Bearing Accounts$5,165$35,817▲ $30,652
Investments in Publicly Traded Securities-$35,090-
Savings and Temporary Cash Investments$47,741$62▼ $47,679
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$52,906$70,969▲ $18,063
Liabilities
Accounts Payable and Accrued Expenses$12,283$5,432▼ $6,851
Total Liabilities$12,283$5,432▼ $6,851
Net Assets / Fund Balance
Total Net Assets Fund Balance$40,623$65,537▲ $24,914
Total Liabilities and Net Assets / Fund Balance$52,906$70,969▲ $18,063
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Gregory CorkEmployeeFT$122,944$122,944

Board Members and Trustees

NameTitle
Nathaniel PearlmanPresident/director
JEANNETTE O'CONNORDirector
Mark SwartzDirector
Ann Marie HabershawTreasurer/director
Revenue and Support

Revenue Composition

Contributions and Grants
$251,007
Program Service Revenue
$0
Investment Income
$35
Other Revenue
$-8,642
All Other Contributions
$227,892
Change in Net Assets
$24,914

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 Traded1$34,758Market Price on the Day
Total Noncash Contributions1$34,758-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$122,944
Total Fundraising Expense$101,799
Grants and Similar Amounts Paid$80,000
Other Expenses$14,542
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$12,294$12,294$98,356$122,944
Grants to Domestic Orgs$80,000--$80,000
Information Technology-$3,300$1,077$4,377
Insurance-$3,611-$3,611
Other Expenses$43$43$343$429
All Other Expenses-$400-$400
Total Functional Expenses$94,740$20,947$101,799$217,486
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Genysis WorksVienna, VA-Towards the Program Run by Lvf.$30,000
Family Services IncGaithersburg, MD-Towards the Program Run by Lvf.$25,000
Washington Parks and PeopleWashington, DC-Towards the Program Run by Lvf.$25,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$8,642
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraiser May 10, 2016$20,765---
Total Events$20,765-$8,642$-8,642
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Nathaniel PearlmanBoard MemberHe Is on the Board of Ngp Van. Ngp Maintained the Donor Database for Lvf.No$1,500
Nathaniel PearlmanFounder MemberGraphicacy Designed the Website for Lvf.No-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Other officer compensation reviewed
No
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 B, Line 11B

“The organization has a written conflict of interest policy.”

Form 990, Part VI, Section C, Line 19

“The organization's documents, conflict of interest policy and financial statements are available to the public upon request.”

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
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ann-marie Habershaw
Formed
2013
Legal Domicile
Dc
Voting Board Members
4
Independent Board Members
4
Employees
1
Volunteers
0

Preparer

Firm
Rose Financial Services LLC
Address
2 RESEARCH PLACE SUITE 300, ROCKVILLE, MD 20850
Preparer
Timothy Fargo
Phone
2408131713
Raw XML AppendixShowing 400 of 412 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.

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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt020765
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08642
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISER MAY 10, 2016
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt05137
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt05137
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020765
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt020765
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-8642
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03505
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03505
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt025000
IRS990ScheduleI/RecipientTable/CashGrantAmt130000
IRS990ScheduleI/RecipientTable/CashGrantAmt225000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TOWARDS THE PROGRAM RUN BY LVF.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TOWARDS THE PROGRAM RUN BY LVF.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2TOWARDS THE PROGRAM RUN BY LVF.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WASHINGTON PARKS AND PEOPLE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1GENYSIS WORKS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2FAMILY SERVICES INC
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02437 15TH STREET NW
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt18229 BOONE BLVD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2610 EAST DIAMOND AVENUE SUITE 100
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WASHINGTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1VIENNA
IRS990ScheduleI/RecipientTable/USAddress/CityNm2GAITHERSBURG
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0DC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1VA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2MD
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd020009
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd122182
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd220877
IRS990ScheduleI/TotalOtherOrgCnt03
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0NATHANIEL PEARLMAN
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1NATHANIEL PEARLMAN
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0BOARD MEMBER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1FOUNDER MEMBER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd10
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt01500
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0HE IS ON THE BOARD OF NGP VAN. NGP MAINTAINED THE DONOR DATABASE FOR LVF.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1GRAPHICACY DESIGNED THE WEBSITE FOR LVF.
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt01
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0MARKET PRICE ON THE DAY
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt034758
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0ONE CONTRIBUTION OF 600 SHARES OF DISH NETWORK RECEIVED ON DECEMBER 28, 2016 VALUED AT $57.93 PER SHARE.
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, COLUMN (B):
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0DC
IRS990/StatesWhereCopyOfReturnIsFldCd1VA
IRS990/StatesWhereCopyOfReturnIsFldCd2MD
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt052906
IRS990/TotalAssetsEOYAmt070969
IRS990/TotalAssetsGrp/BOYAmt052906
IRS990/TotalAssetsGrp/EOYAmt070969
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0251007
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0101799
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt020947
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt094740
IRS990/TotalFunctionalExpensesGrp/TotalAmt0217486
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt012283
IRS990/TotalLiabilitiesEOYAmt05432
IRS990/TotalLiabilitiesGrp/BOYAmt012283
IRS990/TotalLiabilitiesGrp/EOYAmt05432
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt040623
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt065537
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt094740
IRS990/TotalReportableCompFromOrgAmt0122944
IRS990/TotalRevenueGrp/ExclusionAmt0-8642
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt035
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0242400
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt052906
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt070969
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05440 NEVADA AVE NW
IRS990/USAddress/CityNm0WASHINGTON
IRS990/USAddress/StateAbbreviationCd0DC
IRS990/USAddress/ZIPCd020015
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.LEVERFUND.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN MARIE HABERSHAW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03015292020
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEVER FUND
ReturnHeader/Filer/BusinessNameControlTxt0LEVE
ReturnHeader/Filer/EIN0464371412
ReturnHeader/Filer/PhoneNum03015292020
ReturnHeader/Filer/USAddress/AddressLine1Txt05440 NEVADA AVE NW
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020015
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D2434B5EFEE867257D65478A72CDCA0CA4DF8E77
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CBD8B31C079DEE263C6C04DACF14E299BCC990B9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.8.23.221
ReturnHeader/FilingSecurityInformation/IPDt02017-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm014:21:00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521957206

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$70,969
Liabilities
$5,432
Net assets
$65,537
Revenue
$242,400
Expenses
$217,486
Net income
$24,914
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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