Civic Intelligence

Lever Fund

990 • Fiscal year 2017 • EIN 46-4371412

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

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

83rd percentile

0.21x

Higher debt load relative to assets than 83% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

88th percentile

0.22x

Higher debt load relative to revenue than 88% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

79th percentile

24%

Higher net margin than 79% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

87th percentile

63%

Faster asset growth than 87% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

8th percentile

-54%

Faster revenue growth than 8% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$115,812

Up $44,843 (+63%) from 2016

Net Assets

Up

$91,836

Up $26,299 (+40%) from 2016

Liabilities

Up

$23,976

Up $18,544 (+341%) from 2016

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin79th percentile

Revenue

Down

$111,394

Down $131,006 (-54%) from 2016

Expenses

Down

$85,095

Down $132,391 (-61%) from 2016

Net Income

Up

$26,299

Up $1,385 (+5.6%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth87th 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

2017

Assets$115,812
Liabilities$23,976
Net Assets$91,836
Open 2017 Filing

Operations Trend

Revenue Growth8th 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

2017

Revenue$111,394
Expenses$85,095
Net Income$26,299
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$111,394
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$65,537$91,836▲ $26,299
Cash and Non-Interest-Bearing Accounts$35,817$80,637▲ $44,820
Investments in Publicly Traded Securities$35,090$35,090→ $0
Savings and Temporary Cash Investments$62$85▲ $23
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$70,969$115,812▲ $44,843
Liabilities
Accounts Payable and Accrued Expenses$5,432$23,976▲ $18,544
Total Liabilities$5,432$23,976▲ $18,544
Net Assets / Fund Balance
Total Net Assets Fund Balance$65,537$91,836▲ $26,299
Total Liabilities and Net Assets / Fund Balance$70,969$115,812▲ $44,843
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Nathaniel PearlmanPresident/director
JEANNETTE O'CONNORDirector
Mark SwartzTreasurer/director
Revenue and Support

Revenue Composition

Contributions and Grants
$111,394
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$22,279
Change in Net Assets
$26,299
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$85,095
Total Fundraising Expense$68,075
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses$4,148$4,148$33,183$41,479
Fees for Services Other$2,563$2,563$20,503$25,629
Insurance$239$239$1,908$2,386
Other Expenses$90$90$721$901
Total Functional Expenses$8,510$8,510$68,075$85,095
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
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
2018-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Swartz
Formed
2013
Legal Domicile
Dc
Voting Board Members
3
Independent Board Members
3
Employees
1
Volunteers
0

Preparer

Firm
Rose Financial Solutions LLC
Address
2 RESEARCH PLACE SUITE 300, ROCKVILLE, MD 20850
Preparer
Timothy Fargo
Phone
2408131713
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Internet website fees: program service expenses 347. Management and general expenses 347. Fundraising expenses 2774. Total expenses 3468. Database mgt fee: program service expenses 450. Management and general expenses 450. Fundraising expenses 3599. Total expenses 4499. Payroll processing fees: program service expenses 128. Management and general expenses 128. Fundraising expenses 1026. Total expenses 1282. Consulting: program service expenses 1638. Management and general expenses 1638. Fundraising expenses 13104. Total expenses 16380.”

Raw XML Appendix335 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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IRS990/MissionDesc0THE LEVER FUND WAS FORMED WITH THE MISSION TO RAISE MORE LOCAL POVERTY-FIGHTING DOLLARS AND TO SPEND THEM IN A SMARTER, DATA-DRIVEN WAY.THE LEVER FUND MODEL IS INSPIRED BY SUCCESSFUL ORGANIZATIONS SUCH AS THE ROBIN HOOD FOUNDATION (NEW YORK CITY, NY), A BETTER CHICAGO (CHICAGO, IL), AND TIPPING POINT (SAN FRANCISCO, CA). LIKE THESE INNOVATIVE NONPROFIT FUNDERS, THE LEVER FUND APPLIES SOUND METRICS, EMPHASIZES GENUINE IMPACT, AND IS COMMITTED TO PRODUCING SOLID RETURNS ON INVESTMENT WITH THE GOAL OF MOVING PEOPLE FROM POVERTY TO OPPORTUNITY--WHILE KEEPING INVESTORS INFORMED EVERY STEP OF THE WAY.
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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/ExplanationTxt2INTERNET WEBSITE FEES: PROGRAM SERVICE EXPENSES 347. MANAGEMENT AND GENERAL EXPENSES 347. FUNDRAISING EXPENSES 2774. TOTAL EXPENSES 3468. DATABASE MGT FEE: PROGRAM SERVICE EXPENSES 450. MANAGEMENT AND GENERAL EXPENSES 450. FUNDRAISING EXPENSES 3599. TOTAL EXPENSES 4499. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 128. MANAGEMENT AND GENERAL EXPENSES 128. FUNDRAISING EXPENSES 1026. TOTAL EXPENSES 1282. CONSULTING: PROGRAM SERVICE EXPENSES 1638. MANAGEMENT AND GENERAL EXPENSES 1638. FUNDRAISING EXPENSES 13104. TOTAL EXPENSES 16380.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 11G
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt091836
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt08510
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0111394
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt070969
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0115812
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/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.LEVERFUND.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN MARIE HABERSHAW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03015292020
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
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/AtSubmissionCreationDeviceId0AB8BD5A88D4BA927D2DA994192B6818756100B67
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DC0456A352FA9E307B2AB963C1AA5BCE91C5D552
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.87.83.2
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm009:47:16
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521957206
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROSE FINANCIAL SOLUTIONS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02 RESEARCH PLACE SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020850
ReturnHeader/PreparerPersonGrp/PhoneNum02408131713
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY FARGO
ReturnHeader/ReturnTs02018-11-15T09:57:11-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$115,812
Liabilities
$23,976
Net assets
$91,836
Revenue
$111,394
Expenses
$85,095
Net income
$26,299
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