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Lionheart Foundation FY2022 filing

Tax-deductible
Claimed by the org

Dedham, MA501(c)(3)Arts & Culture EIN 04-3140337Revenue $602K in FY2022

From the org lionheart.org

On file with the IRS202 Bussey St, 02026-2512 · Dedham, MATax-exempt since Jul 1992Publicly supported charity — 170(b)(1)(A)(vi)

Provided by the organization
  • Email
  • Phone
  • Mailing addressPO Box 327, Dedham, MA 02027

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.
67¢ of each $1 spent went to programs.
$75K 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

FY2022 · 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
67%
of spending
Fine: 67% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$75K
to officers and key staff · 12% of spending
Looks good: pay to officers and key staff is 12% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
18 mo
of spending, in cash
Looks good: 18.5 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
$91K
8% of total assets
Looks good: liabilities are 8% 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
$602K
-42% vs prior year
Spent
$625K
To programs
67%
Net assets
$1.0M
By yearFY2020–FY2024
Revenue
$602K
FY2022▼ -42%
Tap a bar for its year
Revenue by fiscal year
FY2020$498K
FY2021$1.0M
FY2022$602K
FY2023$1.0M
FY2024$1.1M
Expenses
$625K
FY2022▼ -4%
Tap a bar for its year
Expenses by fiscal year
FY2020$527K
FY2021$651K
FY2022$625K
FY2023$886K
FY2024$1.2M
Net assets
$1.0M
FY2022▼ -2%
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 FY2022 Form 990 · figures checked against the IRS filing · see the original

Give
You’re viewing the FY2022 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

67 cents of each dollar spent went to programs.

Program services 67% · $420K Management & general 24% · $149K Fundraising 9% · $57K

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; $75K paid to officers and key staff.

Part VII, Section A · reportable compensation
Robin Casarjian
Executive Director
$74,560Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Tim Uygungil
Director
$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

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

3 programs · $420K · in their own filed words · FY2022
01

Program Development

Courses and lectures presented at various prisons, juvenile institutions, community programs and educational forums to train facilitators in the use of lionheart curricula. Community programs to prisoners, youth at-risk, at-risk teen parents and the professionals who serve them.

$143Kprogram expense
02

Publication & Distribution

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" handbook…

$141Kprogram expense
03

Outreach

Outreach and public relations for lionheart's youth, parenting and prisoner initiatives. Outreach to youth PROGRAMS/WORKERS about the EQ2 program. Outreach to individual prisons about the houses of healing program, and to state docs for the national solitary project.

$136Kprogram 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 10 linesconfirmednot yet

The FY2022 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$602K
Ln 12
Gifts and grantsLn 1h$443K
Other incomeLn 4–11$159K
Investment incomeLn 3$849
Money outPt IX
$625K
Ln 25
Programscol B$420K
Managementcol C$149K
Fundraisingcol D$57K
Owns and owesPt X
$1.0M
net assets · Ln 32
Cash and savingsLn 1–2$965K
Total assetsLn 16$1.1M
LiabilitiesLn 26$91K
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$443K
Government grantsLn 1e$157K
Noncash giftsLn 1g$8K
Investment incomeLn 3$849
Other incomeLn 4–11$159K
Total revenueLn 12$602K
Assets in detailPt X, end of year
CashLn 1$429K
SavingsLn 2$535K
Cash and savings togetherLn 1–2$965K
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$58K
Total assetsLn 16$1.1M
LiabilitiesLn 26$91K
Net assetsLn 32$1.0M
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 FY22End FY22
Cash and savingsLn 1–2$1.0M$965K
Land, buildings, equipmentLn 10c$2K$0
Total assetsLn 16$1.1M$1.1M
LiabilitiesLn 26$24K$91K
Net assetsLn 32$1.1M$1.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$77K$42K$16K$18K
Other salaries and wagesLn 7$318K$247K$46K$25K
Pension plan contributionsLn 8$8K$5K$3K$849
Other employee benefitsLn 9$17K$6K$11K
Payroll taxesLn 10$35K$22K$9K$4K
Legal feesLn 11b$3K$497$2K$423
Accounting feesLn 11c$23K$4K$16K$3K
Other fees for servicesLn 11g$32K$23K$8K$895
Office expensesLn 13$32K$16K$15K$816
Information technologyLn 14$20K$13K$6K$1K
OccupancyLn 16$35K$31K$2K$1K
TravelLn 17$6K$6K
Depreciation, depletion and amortizationLn 22$2K$2K
InsuranceLn 23$9K$9K
Other expenses (24a–d)Ln 24$9K$5K$4K
Total functional expensesLn 25$625K$420K$149K$57K

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 Viewing $602K$625K−$23K$1.0M 990 PDF
FY2021 $1.0M$651K$396K$1.1M 990 PDF
FY2020 $498K$527K−$29K$672K 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2022 990 (6 parts)
Part I · Summary $602,199 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $673,454$442,773
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $1,182$849
I-11 Other revenuePrior year $371,890$158,577
I-12 Total revenuePrior year $1,046,526$602,199
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $430,774$455,135
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $220,162$170,177
I-18 Total expensesPrior year $650,936$625,312
I-19 Revenue less expensesPrior year $395,590−$23,113
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 $602,199 across 7 lines filed
Lines not itemized here account for $150,516 of total revenue; see the IRS return.
VIII-1e Government grants$157,494
VIII-1f All other contributions, gifts and grants$285,279
VIII-1g Noncash contributions (included above)$7,781
VIII-1h Total contributions, gifts and grants$442,773
VIII-3 Investment incomeExcluded from tax $849$849
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $8,061$8,061
VIII-12 Total revenueRelated to mission $158,577 · Unrelated business $0 · Excluded from tax $849$602,199
Part IX · Statement of functional expenses $625,312 across 15 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $42,238 · Management $16,128 · Fundraising $18,431$76,797
IX-7 Other salaries and wagesPrograms $246,569 · Management $46,112 · Fundraising $25,486$318,167
IX-8 Pension plan contributionsPrograms $4,660 · Management $2,597 · Fundraising $849$8,106
IX-9 Other employee benefitsPrograms $5,924 · Management $11,372$17,296
IX-10 Payroll taxesPrograms $21,741 · Management $8,904 · Fundraising $4,124$34,769
IX-11b Legal feesPrograms $497 · Management $2,048 · Fundraising $423$2,968
IX-11c Accounting feesPrograms $3,896 · Management $16,060 · Fundraising $3,314$23,270
IX-11g Other fees for servicesPrograms $23,258 · Management $7,989 · Fundraising $895$32,142
IX-13 Office expensesPrograms $15,939 · Management $14,930 · Fundraising $816$31,685
IX-14 Information technologyPrograms $12,647 · Management $5,935 · Fundraising $1,395$19,977
IX-16 OccupancyPrograms $31,471 · Management $2,370 · Fundraising $1,421$35,262
IX-17 TravelPrograms $5,575$5,575
IX-22 Depreciation, depletion and amortizationManagement $1,500$1,500
IX-23 InsuranceManagement $8,780$8,780
IX-24 Other expenses (24a–d)Programs $5,208 · Management $3,810$9,018
IX-25 Total functional expensesPrograms $419,623 · Management $148,535 · Fundraising $57,154$625,312
Part X · Balance sheet $1,134,843 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $1,019,477$429,281
X-2 Savings and temporary cash investments$535,432
X-4 Accounts receivableStart of year $14,672$46,678
X-8 Inventories for sale or useStart of year $47,281$61,886
X-9 Prepaid expenses and deferred chargesStart of year $6,893$3,190
X-10c Land, buildings and equipment, netStart of year $1,500$0
X-15 Other assetsStart of year $1,200$58,376
X-16 Total assetsStart of year $1,091,023$1,134,843
X-17 Accounts payable and accrued expensesStart of year $23,765$33,972
X-25 Other liabilitiesStart of year $0$56,726
X-26 Total liabilitiesStart of year $23,765$90,698
X-27 Net assets without donor restrictionsStart of year $1,067,258$1,044,145
X-32 Total net assets or fund balancesStart of year $1,067,258$1,044,145
X-33 Total liabilities and net assetsStart of year $1,091,023$1,134,843
Part XI · Reconciliation of net assets $1,044,145 net assets at year end
XI-1 Total revenue$602,199
XI-2 Total expenses$625,312
XI-3 Revenue less expenses−$23,113
XI-4 Net assets at start of year$1,067,258
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,044,145

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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