Civic Intelligence

Lever Fund

990 • Fiscal year 2018 • EIN 46-4371412

Jan 01, 2018 to Dec 31, 2018 • Filed on Feb 29, 2020

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

98th percentile

4.14x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

99th percentile

4.32x

Higher debt load relative to revenue than 99% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

2nd percentile

-403%

Higher net margin than 2% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

84th percentile

$22,000

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 104.6% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

4th percentile

-81%

Faster asset growth than 4% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

4th percentile

-81%

Faster revenue growth than 4% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$21,958

Down $93,854 (-81%) from 2017

Net Assets

Down

-$69,021

Down $160,857 (-175%) from 2017

Liabilities

Up

$90,979

Up $67,003 (+279%) from 2017

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin2nd percentile

Revenue

Down

$21,037

Down $90,357 (-81%) from 2017

Expenses

Up

$105,794

Up $20,699 (+24%) from 2017

Net Income

Down

-$84,757

Down $111,056 (-422%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth4th 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

2018

Assets$21,958
Liabilities$90,979
Net Assets-$69,021
Open 2018 Filing

Operations Trend

Revenue Growth4th 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

2018

Revenue$21,037
Expenses$105,794
Net Income-$84,757
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Feb 29, 2020
Return Version
2018v3.1
Gross Receipts
$24,189
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
Cash and Non-Interest-Bearing Accounts$80,637$21,083▼ $59,554
Investments in Publicly Traded Securities$35,090$875▼ $34,215
Savings and Temporary Cash Investments$85--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$91,836$-69,021▼ $160,857
Total Assets$115,812$21,958▼ $93,854
Liabilities
Accounts Payable and Accrued Expenses$23,976$90,979▲ $67,003
Total Liabilities$23,976$90,979▲ $67,003
Net Assets / Fund Balance
Total Net Assets Fund Balance$91,836$-69,021▼ $160,857
Total Liabilities and Net Assets / Fund Balance$115,812$21,958▼ $93,854
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Mark SwartzTreasurer/directorPT$22,000$22,000

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$24,065
Program Service Revenue
$0
Investment Income
$124
Other Revenue
$-3,152
All Other Contributions
$670
Change in Net Assets
$-84,757
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$65,000
Other Expenses$40,794
Total Fundraising Expense$32,634
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$65,000--$65,000
Fees for Services Other$2,375$2,375$18,995$23,745
Fees for Services Accounting$768$768$6,145$7,681
Insurance$243$243$1,940$2,426
Office Expenses$91$91$724$906
Other Expenses$63$63$507$633
Total Functional Expenses$69,080$4,080$32,634$105,794
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Per ScholasSilver Spring, MD-Towards the Program Run by Lever Fund$25,000
BuildWashington, DC-Towards the Program Run by Lever Fund$20,000
Genesis WorksVienna, VA-Towards the Program Run by Lever Fund$20,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$3,152
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Event$23,395-$3,152-
Total Events$23,395-$3,152$-3,152
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
Mark Swartz
Title
Treasurer
Phone
3015292020
Signed
2020-02-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Swartz
Formed
2013
Legal Domicile
Dc
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Rose Financial Solutions LLC
Address
2 RESEARCH PLACE SUITE 300, ROCKVILLE, MD 20850
Preparer
Peter Stratos
Phone
3015271130
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Database mgt fee: program service expenses 120. Management and general expenses 120. Fundraising expenses 960. Total expenses 1,200. Payroll processing fees: program service expenses 55. Management and general expenses 55. Fundraising expenses 435. Total expenses 545. Consulting: program service expenses 2,200. Management and general expenses 2,200. Fundraising expenses 17,600. Total expenses 22,000.”

Raw XML Appendix390 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/OtherDirectExpensesEvent1Amt03152
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt020000
IRS990ScheduleI/RecipientTable/CashGrantAmt120000
IRS990ScheduleI/RecipientTable/CashGrantAmt225000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TOWARDS THE PROGRAM RUN BY LEVER FUND
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TOWARDS THE PROGRAM RUN BY LEVER FUND
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2TOWARDS THE PROGRAM RUN BY LEVER FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BUILD
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1GENESIS WORKS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2PER SCHOLAS
IRS990ScheduleI/RecipientTable/RecipientEIN0943386695
IRS990ScheduleI/RecipientTable/RecipientEIN1821391421
IRS990ScheduleI/RecipientTable/RecipientEIN2043252955
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01763 COLUMBIA ROAD NW 1ST STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt18230 LEESBURG PIKE SUITE 710
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21400 SPRING ST 501
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WASHINGTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1VIENNA
IRS990ScheduleI/RecipientTable/USAddress/CityNm2SILVER SPRING
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0DC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1VA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2MD
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd020009
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd122182
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd220910
IRS990ScheduleI/TotalOtherOrgCnt03
IRS990/ScheduleJRequiredInd00
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/ExplanationTxt2DATABASE MGT FEE: PROGRAM SERVICE EXPENSES 120. MANAGEMENT AND GENERAL EXPENSES 120. FUNDRAISING EXPENSES 960. TOTAL EXPENSES 1,200. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 55. MANAGEMENT AND GENERAL EXPENSES 55. FUNDRAISING EXPENSES 435. TOTAL EXPENSES 545. CONSULTING: PROGRAM SERVICE EXPENSES 2,200. MANAGEMENT AND GENERAL EXPENSES 2,200. FUNDRAISING EXPENSES 17,600. TOTAL EXPENSES 22,000.
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
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0DC
IRS990/StatesWhereCopyOfReturnIsFldCd1VA
IRS990/StatesWhereCopyOfReturnIsFldCd2MD
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0115812
IRS990/TotalAssetsEOYAmt021958
IRS990/TotalAssetsGrp/BOYAmt0115812
IRS990/TotalAssetsGrp/EOYAmt021958
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt024065
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt032634
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04080
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt069080
IRS990/TotalFunctionalExpensesGrp/TotalAmt0105794
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt023976
IRS990/TotalLiabilitiesEOYAmt090979
IRS990/TotalLiabilitiesGrp/BOYAmt023976
IRS990/TotalLiabilitiesGrp/EOYAmt090979
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt091836
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-69021
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt069080
IRS990/TotalReportableCompFromOrgAmt022000
IRS990/TotalRevenueGrp/ExclusionAmt0-3152
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0124
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt021037
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0115812
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt021958
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/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.LEVERFUND.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK SWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03015292020
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-29
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/AtSubmissionCreationDeviceId0F821929016DC0F48A42118C677E65E4DF9420738
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0ADAF391432E0FE2254E3A66FF45B6B448BF8FA85
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0100.36.149.17
ReturnHeader/FilingSecurityInformation/IPDt02020-02-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm010:08:10
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/PhoneNum03015271130
ReturnHeader/PreparerPersonGrp/PreparationDt02020-02-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER STRATOS
ReturnHeader/ReturnTs02020-03-11T19:45:10-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,958
Liabilities
$90,979
Net assets
-$69,021
Revenue
$21,037
Expenses
$105,794
Net income
-$84,757
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