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Lionheart Foundation FY2020 filing

Tax-deductible

Claimed by the org

Dedham, MA501(c)(3)Arts & CultureEIN 04-3140337Revenue $498K in FY2020

On file with the IRSlionheart.org202 Bussey St, 02026-2512 · Dedham, MATax-exempt since Jul 1992Publicly supported charity — 170(b)(1)(A)(vi)

The Lionheart Foundation, INC. Is dedicated to improving the lives of incarcerated adults and highly at-risk youth by creating and providing exceptional resources and training in social emotional literacy development. To provide curricula/resources to be used directly by youth and adults to develop social emotional literacy. To provide direct social emotional literacy education programs for incarcerated adults and at-risk youth in prisons, juvenile institutions and community programs in a prevention and rehabilitation capacity. To conduct public education on the need for transforming our nations's prisons and juvenile institutions into places where nurturing social emotional rehabilitation, inspiring positive values and imparting behavior patterns necessary for healthy functioning in our communities are primary goals.to conduct research on the efficacy of these services

501(c)(3) charity; gifts are tax-deductible.
69¢ of each $1 spent went to programs.
$78K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average surplus $62K a year · 7% of revenue · last 5 filings
Worth a look: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
69%
of spending
Fine: 69% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$78K
to officers and key staff · 15% of spending
Looks good: pay to officers and key staff is 15% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
15 mo
of spending, in cash
Looks good: 15.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
5
named funders · $179K
Looks good: 5 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$78K
10% of total assets
Looks good: liabilities are 10% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 6 voting members
Looks good: 6 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$498K
Spent
$527K
To programs
69%
Net assets
$672K
By yearFY2020–FY2024
Revenue
$498K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$498K
FY2021$1.0M
FY2022$602K
FY2023$1.0M
FY2024$1.1M
Expenses
$527K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$527K
FY2021$651K
FY2022$625K
FY2023$886K
FY2024$1.2M
Net assets
$672K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$672K
FY2021$1.1M
FY2022$1.0M
FY2023$1.2M
FY2024$1.0M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

Give
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 1992.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

69 cents of each dollar spent went to programs.

Program services 69% · $365K Management & general 21% · $112K Fundraising 9% · $50K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

7 people listed on the 990; $78K paid to officers and key staff.

Part VII, Section A · reportable compensation
Robin Casarjian
Executive Di
$77,585Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Scott Curvey
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Marc Crespi’s $125K as Executive Director is at the 51st percentile of top reported officer pay among 3924 $1–10M arts & culture nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Marc Crespi$125,000$1,442———
Robin Casarjian—$88,394$74,560$78,226$77,585

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Lionheart Foundation executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides social-emotional literacy training and resources for incarcerated adults and at-risk youth.

Questions for Lionheart Foundation

Tap to ask. Lionheart Foundation sees how many people are interested.

Your first name shows with your question. Lionheart Foundation answers here, for everyone.

Provided by the organization
  • Email
  • Phone
  • Mailing addressPO Box 327, Dedham, MA 02027
3 programs · $363K · in their own filed words · FY2020
01

4 c)outreach and public relations for lionheart's youth, parenting and prisoner initiatives. Outreach to potential prison volunteers for volunteer training; and training for youth workers. Research data analysis of the "houses of healing" program, and the "power source" program with the ca dept. Of corrections and rehabilitation.

$194Kprogram expense
02

4 b)continued publication of lionheart materials including "houses of healing", "power source", "power source parenting" books and manuals for prisoners, youth at-risk and teen parents; videos for prisoners and youth at-risk, a workbook for at risk youth and prisoners, posters for highly at-risk youth, and additionally the "EQ2"…

$99Kprogram expense
03

4 a)courses and lectures presented at various prisons, juvenile institutions, and educational forums to train facilitators in the use of lionheart curricula. Courses presented at prisons, juvenile institutions, residential treatment centers, schools and community programs to prisoners, youth at-risk,at-risk teen parents and the…

$70Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
The San Diego FoundationFY2024$84K
Fidelity Investments Charitable Gift FundFY2024$50K
Boston Foundation INCFY2024$23K
Raymond James Charitable Endowment FundFY2024$12K
Vanguard Charitable Endowment ProgramFY2024$8K
Total grants receivedfrom 5 funders$179K
See all 5 funders →

By the numbers

Org confirmed 0 of 11 linesconfirmednot yet

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$498K
Ln 12
Gifts and grantsLn 1h$333K
Other incomeLn 4–11$157K
Fees for servicesLn 2g$7K
Money outPt IX
$527K
Ln 25
Programscol B$365K
Managementcol C$112K
Fundraisingcol D$50K
Owns and owesPt X
$672K
net assets · Ln 32
Cash and savingsLn 1–2$676K
Total assetsLn 16$750K
LiabilitiesLn 26$78K
PeoplePt VI, VII
7
listed · VII A
PaidVII A1
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$333K
Fees for servicesLn 2g$7K
Investment incomeLn 3$2K
Other incomeLn 4–11$157K
Total revenueLn 12$498K
Assets in detailPt X, end of year
CashLn 1$676K
Cash and savings togetherLn 1–2$676K
Land, buildings, equipmentLn 10c$4K
Other assetsLn 15$1K
Total assetsLn 16$750K
LiabilitiesLn 26$78K
Net assetsLn 32$672K
OperationsPt I, VI
EmployeesI 56
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$690K$676K
Land, buildings, equipmentLn 10c$8K$4K
Total assetsLn 16$758K$750K
LiabilitiesLn 26$57K$78K
Net assetsLn 32$701K$672K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$351K$241K$68K$42K
Pension plan contributionsLn 8$9K$6K$2K$1K
Payroll taxesLn 10$29K$18K$8K$3K
Legal feesLn 11b$14K$4K$10K$738
Office expensesLn 13$8K$4K$4K$265
OccupancyLn 16$19K$18K$265$1K
Conferences, conventions and meetingsLn 19$560$560
InsuranceLn 23$4K$798$3K$83
Other expenses (24a–d)Ln 24$66K$56K$9K$31
All other expensesLn 24e$27K$17K$9K$1K
Total functional expensesLn 25$527K$365K$112K$50K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $1.1M$1.2M−$167K$1.0M 990 PDF
FY2023 $1.0M$886K$132K$1.2M 990 PDF
FY2022 $602K$625K−$23K$1.0M 990 PDF
FY2021 $1.0M$651K$396K$1.1M 990 PDF
FY2020 Viewing $498K$527K−$29K$672K 990 PDF

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $497,947 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $353,139$332,923
I-9 Program service revenuePrior year $10,744$6,680
I-10 Investment incomePrior year $1,768$1,565
I-11 Other revenuePrior year $110,354$156,779
I-12 Total revenuePrior year $476,005$497,947
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $262,986$389,563
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $193,355$137,723
I-18 Total expensesPrior year $456,341$527,286
I-19 Revenue less expensesPrior year $19,664−$29,339
Part VI · Governance 6 of 6 board members independent, 4 to look at
VI-1a Voting members of the governing body6
VI-1b Independent voting members6
VI-2 Family or business relationship among officers or directorsYes
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $497,947 across 6 lines filed
Lines not itemized here account for $153,939 of total revenue; see the IRS return.
VIII-1f All other contributions, gifts and grants$332,923
VIII-1h Total contributions, gifts and grants$332,923
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $6,680$6,680
VIII-3 Investment incomeExcluded from tax $1,565$1,565
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $2,840$2,840
VIII-12 Total revenueRelated to mission $163,459 · Excluded from tax $1,565$497,947
Part IX · Statement of functional expenses $527,286 across 10 lines filed
IX-7 Other salaries and wagesPrograms $240,684 · Management $68,226 · Fundraising $42,272$351,182
IX-8 Pension plan contributionsPrograms $6,215 · Management $1,878 · Fundraising $1,164$9,257
IX-10 Payroll taxesPrograms $18,358 · Management $7,609 · Fundraising $3,157$29,124
IX-11b Legal feesPrograms $3,985 · Management $9,574 · Fundraising $738$14,297
IX-13 Office expensesPrograms $4,105 · Management $3,840 · Fundraising $265$8,210
IX-16 OccupancyPrograms $17,613 · Management $265 · Fundraising $1,002$18,880
IX-19 Conferences, conventions and meetingsPrograms $560$560
IX-23 InsurancePrograms $798 · Management $2,742 · Fundraising $83$3,623
IX-24 Other expenses (24a–d)Programs $56,074 · Management $9,411 · Fundraising $31$65,516
IX-24e All other expensesPrograms $16,592 · Management $8,780 · Fundraising $1,265$26,637
IX-25 Total functional expensesPrograms $364,984 · Management $112,325 · Fundraising $49,977$527,286
Part X · Balance sheet $750,114 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $690,083$675,781
X-4 Accounts receivableStart of year $7,976$17,924
X-8 Inventories for sale or useStart of year $30,017$45,515
X-9 Prepaid expenses and deferred chargesStart of year $6,953$5,411
X-10c Land, buildings and equipment, netStart of year $7,842$4,283
X-15 Other assetsStart of year $1,200$1,200
X-16 Total assetsStart of year $757,621$750,114
X-17 Accounts payable and accrued expensesStart of year $56,614$27,346
X-25 Other liabilities$51,100
X-26 Total liabilitiesStart of year $56,614$78,446
X-27 Net assets without donor restrictionsStart of year $691,292$661,953
X-28 Net assets with donor restrictionsStart of year $9,715$9,715
X-32 Total net assets or fund balancesStart of year $701,007$671,668
X-33 Total liabilities and net assetsStart of year $757,621$750,114
Part XI · Reconciliation of net assets $671,668 net assets at year end
XI-1 Total revenue$497,947
XI-2 Total expenses$527,286
XI-3 Revenue less expenses−$29,339
XI-4 Net assets at start of year$701,007
XI-10 Net assets at end of year$671,668

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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