Civic Intelligence

Lever Fund

990 • Fiscal year 2021 • EIN 46-4371412

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization ProfileWWW.LEVERFUND.ORG
5440 Nevada Ave NWWashington, DC 20015

(202) 491-3356

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

20th percentile

-18%

Higher net margin than 20% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

14th percentile

-30%

Faster asset growth than 14% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

41st percentile

-5.8%

Faster revenue growth than 41% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$26,612

Down $11,393 (-30%) from 2020

Net Assets

Down

$26,612

Down $11,393 (-30%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin20th percentile

Revenue

Down

$60,613

Down $3,729 (-5.8%) from 2020

Expenses

Up

$71,664

Up $16,194 (+29%) from 2020

Net Income

Down

-$11,051

Down $19,923 (-225%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2021

Assets$26,612
Liabilities$0
Net Assets$26,612
Open 2021 Filing

Operations Trend

Revenue Growth41st 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

2021

Revenue$60,613
Expenses$71,664
Net Income-$11,051
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Gross Receipts
$60,613
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$38,005$26,612▼ $11,393
Cash and Non-Interest-Bearing Accounts$27,428$16,035▼ $11,393
Investments in Publicly Traded Securities$10,577$10,577→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$38,005$26,612▼ $11,393
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$38,005$26,612▼ $11,393
Total Liabilities and Net Assets / Fund Balance$38,005$26,612▼ $11,393
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Connie K N ChangBoard Chair & Treasurer
Harley RadinBoard Member
Matt ClyneBoard Member
Tim LeeBoard Member
Nathaniel PearlmanFounder
Revenue and Support

Revenue Composition

Contributions and Grants
$60,610
Program Service Revenue
$0
Investment Income
$3
Other Revenue
$0
All Other Contributions
$520
Change in Net Assets
$-11,051
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$51,664
Total Fundraising Expense$41,332
Grants and Similar Amounts Paid$20,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$4,463$4,463$35,707$44,633
Grants to Domestic Orgs$20,000--$20,000
Fees for Services Accounting$371$371$2,968$3,710
Insurance$106$106$849$1,061
Other Expenses$6$6$48$60
Total Functional Expenses$25,166$5,166$41,332$71,664
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
On-ramps to CareersWashington, DC-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$0
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Event$60,090---
Total Events$60,090---
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 35% controlled entity
No
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
2024913356
Address
5440 NEVADA AVE NW, WASHINGTON, DC 20015

Signing Officer

Name
Connie Chang
Title
Treasurer
Phone
2024913356
Signed
2022-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Connie Chang
Formed
2013
Legal Domicile
Dc
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

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

Additional Explanations

Form 990, Part IX, Line 11G

“Consulting: program service expenses 4,463. Management and general expenses 4,463. Fundraising expenses 35,707. Total expenses 44,633.”

Raw XML Appendix376 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/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt010577
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IRS990/ScheduleBRequiredInd01
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IRS990ScheduleI/GrantRecordsMaintainedInd01
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IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TOWARDS THE PROGRAM RUN BY LEVER FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ON-RAMPS TO CAREERS
IRS990ScheduleI/RecipientTable/RecipientEIN0464824282
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt07000 PENNSYLVANIA AVENUE SE SUITE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt02103
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WASHINGTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0DC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd020003
IRS990ScheduleI/Total501c3OrgCnt01
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/ExplanationTxt2CONSULTING: PROGRAM SERVICE EXPENSES 4,463. MANAGEMENT AND GENERAL EXPENSES 4,463. FUNDRAISING EXPENSES 35,707. TOTAL EXPENSES 44,633.
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/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt038005
IRS990/TotalAssetsEOYAmt026612
IRS990/TotalAssetsGrp/BOYAmt038005
IRS990/TotalAssetsGrp/EOYAmt026612
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt060610
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt041332
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05166
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt025166
IRS990/TotalFunctionalExpensesGrp/TotalAmt071664
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt038005
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt026612
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt025166
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt060613
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt038005
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt026612
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/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.LEVERFUND.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CONNIE CHANG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02024913356
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEVER FUND
ReturnHeader/Filer/BusinessNameControlTxt0LEVE
ReturnHeader/Filer/EIN0464371412
ReturnHeader/Filer/PhoneNum02024913356
ReturnHeader/Filer/USAddress/AddressLine1Txt05440 NEVADA AVE NW
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020015
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/PreparationDt02022-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY FARGO
ReturnHeader/ReturnTs02022-11-15T15:15:54-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CONNIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CHANG
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,612
Liabilities
$0
Net assets
$26,612
Revenue
$60,613
Expenses
$71,664
Net income
-$11,051
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