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Lionheart Foundation FY2023 filing

Tax-deductible
Claimed by the org

Dedham, MA501(c)(3)Arts & Culture EIN 04-3140337Revenue $1.0M in FY2023

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.
61¢ of each $1 spent went to programs.
$90K 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

FY2023 · 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
61%
of spending
Worth a look: 61% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$90K
to officers and key staff · 10% of spending
Looks good: pay to officers and key staff is 10% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
9 mo
of spending, in cash
Looks good: 8.6 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
$136K
10% of total assets
Looks good: liabilities are 10% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.0M
+69% vs prior year
Spent
$886K
To programs
61%
Net assets
$1.2M
By yearFY2020–FY2024
Revenue
$1.0M
FY2023▲ +69%
Tap a bar for its year
Revenue by fiscal year
FY2020$498K
FY2021$1.0M
FY2022$602K
FY2023$1.0M
FY2024$1.1M
Expenses
$886K
FY2023▲ +42%
Tap a bar for its year
Expenses by fiscal year
FY2020$527K
FY2021$651K
FY2022$625K
FY2023$886K
FY2024$1.2M
Net assets
$1.2M
FY2023▲ +13%
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 FY2023 Form 990 · figures checked against the IRS filing · see the original

Give
You’re viewing the FY2023 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

61 cents of each dollar spent went to programs.

Program services 61% · $539K Management & general 32% · $285K Fundraising 7% · $62K

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

Who runs it and what they're paid

12 people listed on the 990; $90K paid to officers and key staff.

Part VII, Section A · reportable compensation
Robin Casarjian
Ed (until 12/23)/Founder/Dir. of Nat. Prison Proj.
$88,394Pt VII · Sec A
Marc Crespi
Executive Director (as of 12/2023)
$1,442Pt VII · Sec A
True-See Allah
Director (until 9/2023)
$0Pt VII · Sec A
$0Pt VII · Sec A
Tim Uygungil
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Shelly Jackson
Director (as of 6/2023)
$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 · $539K · in their own filed words · FY2023
01

Hoh

The houses of healing program is a powerful 13-SESSION social and emotional learning (sel) curriculum created specifically for incarcerated individuals. The program is designed to promote rehabilitation, facilitate reentry into society, and reduce violence inside facilities.

$324Kprogram expense
02

Eq Combine 2/3

EQ2 is an interactive training and support program for direct care staff working with youth at risk. It fills a critical gap in building trauma informed communities. The program enables staff to self-regulate, co-regulate with youth, and form healing relationships with each other and the youth they care for.

$117Kprogram expense
03

Power Source Program

The power source program is an evidence based program designed to empower at risk youth with the social and emotional skills necessary to forge paths of healthy development and disengagement from high risk and offending behaviors. The program helps youth avoid a life-long involvement in the justice system.

$98Kprogram 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 FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.0M
Ln 12
Gifts and grantsLn 1h$742K
Other incomeLn 4–11$267K
Investment incomeLn 3$8K
Money outPt IX
$886K
Ln 25
Programscol B$539K
Managementcol C$285K
Fundraisingcol D$62K
Owns and owesPt X
$1.2M
net assets · Ln 32
Cash and savingsLn 1–2$632K
Total assetsLn 16$1.3M
LiabilitiesLn 26$136K
PeoplePt VI, VII
12
listed · VII A
PaidVII A2
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$742K
Government grantsLn 1e$385K
Investment incomeLn 3$8K
Other incomeLn 4–11$267K
Total revenueLn 12$1.0M
Assets in detailPt X, end of year
CashLn 1$275K
SavingsLn 2$357K
Cash and savings togetherLn 1–2$632K
InvestmentsLn 11–13$512K
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$39K
Total assetsLn 16$1.3M
LiabilitiesLn 26$136K
Net assetsLn 32$1.2M
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 FY23End FY23
Cash and savingsLn 1–2$965K$632K
InvestmentsLn 11–13$512K
Land, buildings, equipmentLn 10c$0$0
Total assetsLn 16$1.1M$1.3M
LiabilitiesLn 26$91K$136K
Net assetsLn 32$1.0M$1.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$98K$58K$20K$20K
Other salaries and wagesLn 7$431K$248K$149K$35K
Pension plan contributionsLn 8$7K$5K$869$893
Other employee benefitsLn 9$14K$5K$9K$366
Payroll taxesLn 10$43K$23K$16K$4K
Accounting feesLn 11c$82K$56K$27K
Other fees for servicesLn 11g$78K$55K$23K
Office expensesLn 13$51K$28K$22K$795
Information technologyLn 14$19K$13K$5K$1K
OccupancyLn 16$28K$24K$4K$828
TravelLn 17$14K$13K$870$222
InsuranceLn 23$6K$6K
Other expenses (24a–d)Ln 24$14K$11K$3K
Total functional expensesLn 25$886K$539K$285K$62K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $1.1M$1.2M−$167K$1.0M 990 PDF
FY2023 Viewing $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 $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 FY2023 990 (6 parts)
Part I · Summary $1,017,383 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $442,773$741,749
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $849$8,433
I-11 Other revenuePrior year $158,577$267,201
I-12 Total revenuePrior year $602,199$1,017,383
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 $455,135$593,102
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $170,177$292,660
I-18 Total expensesPrior year $625,312$885,762
I-19 Revenue less expensesPrior year −$23,113$131,621
Part VI · Governance 9 of 9 board members independent, 4 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
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 $1,017,383 across 6 lines filed
Lines not itemized here account for $266,406 of total revenue; see the IRS return.
VIII-1e Government grants$384,778
VIII-1f All other contributions, gifts and grants$356,971
VIII-1h Total contributions, gifts and grants$741,749
VIII-3 Investment incomeExcluded from tax $8,433$8,433
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $795$795
VIII-12 Total revenueRelated to mission $267,201 · Unrelated business $0 · Excluded from tax $8,433$1,017,383
Part IX · Statement of functional expenses $885,762 across 13 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $57,993 · Management $20,124 · Fundraising $19,620$97,737
IX-7 Other salaries and wagesPrograms $247,503 · Management $149,079 · Fundraising $34,611$431,193
IX-8 Pension plan contributionsPrograms $5,445 · Management $869 · Fundraising $893$7,207
IX-9 Other employee benefitsPrograms $4,859 · Management $8,853 · Fundraising $366$14,078
IX-10 Payroll taxesPrograms $23,397 · Management $15,558 · Fundraising $3,932$42,887
IX-11c Accounting feesPrograms $55,747 · Management $26,638$82,385
IX-11g Other fees for servicesPrograms $55,449 · Management $22,850$78,299
IX-13 Office expensesPrograms $27,712 · Management $22,292 · Fundraising $795$50,799
IX-14 Information technologyPrograms $12,560 · Management $4,873 · Fundraising $1,082$18,515
IX-16 OccupancyPrograms $23,602 · Management $3,615 · Fundraising $828$28,045
IX-17 TravelPrograms $13,360 · Management $870 · Fundraising $222$14,452
IX-23 InsuranceManagement $6,035$6,035
IX-24 Other expenses (24a–d)Programs $11,042 · Management $3,088$14,130
IX-25 Total functional expensesPrograms $538,669 · Management $284,744 · Fundraising $62,349$885,762
Part X · Balance sheet $1,311,446 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $429,281$274,941
X-2 Savings and temporary cash investmentsStart of year $535,432$356,892
X-4 Accounts receivableStart of year $46,678$38,855
X-8 Inventories for sale or useStart of year $61,886$88,780
X-9 Prepaid expenses and deferred chargesStart of year $3,190$1,700
X-10c Land, buildings and equipment, netStart of year $0$0
X-12 Other securities$511,672
X-15 Other assetsStart of year $58,376$38,606
X-16 Total assetsStart of year $1,134,843$1,311,446
X-17 Accounts payable and accrued expensesStart of year $33,972$70,300
X-19 Deferred revenue$28,424
X-25 Other liabilitiesStart of year $56,726$36,956
X-26 Total liabilitiesStart of year $90,698$135,680
X-27 Net assets without donor restrictionsStart of year $1,044,145$925,463
X-28 Net assets with donor restrictions$250,303
X-32 Total net assets or fund balancesStart of year $1,044,145$1,175,766
X-33 Total liabilities and net assetsStart of year $1,134,843$1,311,446
Part XI · Reconciliation of net assets $1,175,766 net assets at year end
XI-1 Total revenue$1,017,383
XI-2 Total expenses$885,762
XI-3 Revenue less expenses$131,621
XI-4 Net assets at start of year$1,044,145
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,175,766

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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