The Lever Initiative

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2021

Legal Domicile

Principal Officer

Ann Houston

Phone

7346360452

Tax Period

2024-07-01 to 2025-06-30

The Lever Initiative, founded in 2021, is a small nonprofit that reported $166K in total revenue in fiscal year 2024. Revenue fell 44% from the prior year — a significant decline worth monitoring. Expenses of $313K exceeded revenue, resulting in a 88% operating deficit.

Mission

Publish peer reviewed, born digital, open access monographs at no cost to our authors or their academic institutions.

Program Service Accomplishments

Program 1

Expenses: $312,510 Revenue: $166,049

Publish peer reviewed, born digital, open access monographs at no cost to our authors or their academic institutions.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $153,500

Program Service Revenue $0

Investment Income $0

Other Revenue $12,549

TOTAL REVENUE $166,049

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $312,510

Other Expenses $312,510

TOTAL EXPENSES $312,510

Year-over-Year Comparison

	2024	2023	Change
Revenue	$166,049	$294,438	-0.4%
Expenses	$312,510	$255,270	+0.2%
Net Income	$-146,461	$39,168	-4.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Curtis Brundy	Chair of Oversight Committee	1.00	Officer Director	$0	$0	$0
Luke Vilelle	Vice Chair Oversight Committee	1.00	Officer Director	$0	$0	$0
Ann Houston	Treasurer	1.00	Officer Director	$0	$0	$0
Nancy Faciani-White	Secretary	1.00	Officer Director	$0	$0	$0
Mark Christel	Member	1.00	Director	$0	$0	$0
Bryn Geffert	Member	1.00	Director	$0	$0	$0
Susan Fliss	Member	1.00	Director	$0	$0	$0
Francis Maloy	Member	1.00	Director	$0	$0	$0
Lev Richards	Member	1.00	Director	$0	$0	$0
Andrew Ashton	Member	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$166,049	$312,510	$519,680	$-146,461
2024	$294,438	$269,658	$666,141	$24,780
2023	$523,196	$315,766	$626,973	$207,430