Nancy Lieberman Charities FY2022 filing

Tax-deductible

Plano, TX501(c)(3)EducationEIN 36-4642743Revenue $1.3M in FY2022

On file with the IRSnancyliebermancharities.org5756 Quebec Ln, 75024-2904 · Plano, TXTax-exempt since Apr 2013Publicly supported charity — 170(b)(1)(A)(vi)

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To provide a healthy physical, emotional, and mental environment for young girls and boys.

501(c)(3) charity; gifts are tax-deductible.
85¢ of each $1 spent went to programs.
$196K 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
4 of 5
filings with a surplus
Average surplus $203K a year · 14% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
85%
of spending
Looks good: 85% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$196K
to officers and key staff · 16% of spending
Fine: pay to officers and key staff is 16% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
19 mo
of spending, in cash
Looks good: 19.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $136K
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$288K
12% of total assets
Looks good: liabilities are 12% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 14 voting members
Looks good: 13 of 14 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.3M
-3% vs prior year
Spent
$1.2M
To programs
85%
Net assets
$2.2M
By yearFY2020–FY2024
Revenue
$1.3M
FY2022▼ -3%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.9M
FY2021$1.3M
FY2022$1.3M
FY2023$1.3M
FY2024$1.2M
Expenses
$1.2M
FY2022▼ -0.9%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.0M
FY2021$1.2M
FY2022$1.2M
FY2023$1.4M
FY2024$1.1M
Net assets
$2.2M
FY2022▲ +6%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.9M
FY2021$2.1M
FY2022$2.2M
FY2023$2.1M
FY2024$2.2M

From the FY2022 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Exemption reinstated (2011-05-15). Per the IRS revocation list. Latest filing on record: FY2024. IRS ruling in Apr 2013.

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

Where the money goes

85 cents of each dollar spent went to programs.

Program services 85% · $1.0M Management & general 7% · $88K Fundraising 8% · $92K

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

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Who runs it and what they're paid

14 people listed on the 990; $196K paid to officers and key staff.

Part VII, Section A · reportable compensation
$130,000Pt VII · Sec A
Secretary
$66,000Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Nancy Lieberman’s $155K as President is at the 67th percentile of top reported officer pay among 3394 $1–10M education 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 · 3 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Nancy Lieberman$155,000$135,000$130,000$114,583$135,417
Traci Choate$88,305$71,000$66,000——
Carla Rosenberg———$51,484$45,224

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 Nancy Lieberman Charities executive salaries →

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Questions the 990 asks

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

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Nurtures young girls and boys in a healthy physical, emotional, and mental environment.

Questions for Nancy Lieberman Charities

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Provided by the organization

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2 programs · $1.0M · in their own filed words · FY2022
01

Nancy lieberman charities focuses on improving outcomes for underserved youth in the areas of education, health and wellness, and CAREER/LIFE preparedness.

$1.0Mprogram expense
02

To provide support to other charitable organizations.

Pt IX · col B

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 4 funders$136K
See all 4 funders →
Grants paid · 19 grants · $720K · 2020–2024
Unitemized GrantFY2024$100,000
Unitemized GrantFY2023$100,000
Cystic Fibrosis FoundationMD · FY2023$15,658
Unitemized GrantFY2022$100,000
Unitemized GrantFY2021$134,791
Unitemized GrantFY2021$57,191
Dallas Baptist UniversityTX · FY2021$10,000
Brewton Parker CollegeFY2021$5,006
Unitemized GrantFY2020$150,711
Unitemized GrantFY2020$14,909
Cystic Fibrosis FoundationMD · FY2020$7,000
Premier Autos of DallasFY2020$6,650
Naismith Memorial Hall of FameFY2020$2,500
Feeding AmericaIL · FY2020$2,000
PledgeitorgFY2020$1,120
Old Dominion Athletic FundFY2020$1,000
See all 19 grants →

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$1.3M
Ln 12
Gifts and grantsLn 1h$1.6M
Investment incomeLn 3$10K
Money outPt IX
$1.2M
Ln 25
Programscol B$1.0M
Managementcol C$88K
Fundraisingcol D$92K
Owns and owesPt X
$2.2M
net assets · Ln 32
Cash and savingsLn 1–2$1.9M
Total assetsLn 16$2.5M
LiabilitiesLn 26$288K
PeoplePt VI, VII
14
listed · VII A
PaidVII A2
Voting boardVI 1a14
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.6M
Fundraising eventsLn 1c$956K
Investment incomeLn 3$10K
Total revenueLn 12$1.3M
Assets in detailPt X, end of year
CashLn 1$162K
SavingsLn 2$1.8M
Cash and savings togetherLn 1–2$1.9M
Land, buildings, equipmentLn 10c$10K
Total assetsLn 16$2.5M
LiabilitiesLn 26$288K
Net assetsLn 32$2.2M
OperationsPt I, VI
EmployeesI 51
VolunteersI 668
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
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$1.8M$1.9M
Land, buildings, equipmentLn 10c$13K$10K
Total assetsLn 16$2.6M$2.5M
LiabilitiesLn 26$600K$288K
Net assetsLn 32$2.1M$2.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$7K$7K
Grants to domestic individualsLn 2$157K$157K
Pay of disqualified personsLn 6$289K$262K$27K
Accounting feesLn 11c$14K$14K
Advertising and promotionLn 12$61K$55$61K
Office expensesLn 13$1K$1K
TravelLn 17$38K$34K$1K$3K
Depreciation, depletion and amortizationLn 22$2K$2K
InsuranceLn 23$9K$9K
Other expenses (24a–d)Ln 24$610K$558K$34K$17K
All other expensesLn 24e$12K$3K$150$9K
Total functional expensesLn 25$1.2M$1.0M$88K$92K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $1.2M$1.1M$84K$2.2M 990 PDF
FY2023 $1.3M$1.4M−$120K$2.1M 990 PDF
FY2022 Viewing $1.3M$1.2M$75K$2.2M 990 PDF
FY2021 $1.3M$1.2M$107K$2.1M 990 PDF
FY2020 $1.9M$1.0M$869K$1.9M 990 PDF

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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 FY2022 990 (6 parts)
Part I · Summary $1,274,977 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,591,005$1,558,563
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $7,867$9,597
I-11 Other revenuePrior year −$280,702−$293,183
I-12 Total revenuePrior year $1,318,170$1,274,977
I-13 Grants and similar amounts paidPrior year $239,188$163,395
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $249,463$289,346
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $722,276$747,679
I-18 Total expensesPrior year $1,210,927$1,200,420
I-19 Revenue less expensesPrior year $107,243$74,557
Part VI · Governance 13 of 14 board members independent, 4 to look at
VI-1a Voting members of the governing body14
VI-1b Independent voting members13
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $1,274,977 across 6 lines filed
VIII-1c Fundraising events$955,772
VIII-1f All other contributions, gifts and grants$602,791
VIII-1h Total contributions, gifts and grants$1,558,563
VIII-3 Investment incomeExcluded from tax $9,597$9,597
VIII-8 Net income from fundraising eventsExcluded from tax −$293,183−$293,183
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax −$283,586$1,274,977
Part IX · Statement of functional expenses $1,200,420 across 11 lines filed
IX-1 Grants to domestic organizationsPrograms $6,884$6,884
IX-2 Grants to domestic individualsPrograms $156,511$156,511
IX-6 Pay of disqualified personsPrograms $262,176 · Management $27,170$289,346
IX-11c Accounting feesManagement $13,769$13,769
IX-12 Advertising and promotionManagement $55 · Fundraising $61,146$61,201
IX-13 Office expensesFundraising $1,433$1,433
IX-17 TravelPrograms $33,786 · Management $1,086 · Fundraising $3,342$38,214
IX-22 Depreciation, depletion and amortizationManagement $2,304$2,304
IX-23 InsuranceManagement $8,850$8,850
IX-24 Other expenses (24a–d)Programs $558,199 · Management $34,410 · Fundraising $17,182$609,791
IX-24e All other expensesPrograms $2,871 · Management $150 · Fundraising $9,096$12,117
IX-25 Total functional expensesPrograms $1,020,427 · Management $87,794 · Fundraising $92,199$1,200,420
Part X · Balance sheet $2,466,807 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $152,484$162,023
X-2 Savings and temporary cash investmentsStart of year $1,602,247$1,783,100
X-3 Pledges and grants receivableStart of year $837,849$481,034
X-9 Prepaid expenses and deferred chargesStart of year $44,640$30,400
X-10c Land, buildings and equipment, netStart of year $12,554$10,250
X-16 Total assetsStart of year $2,649,774$2,466,807
X-17 Accounts payable and accrued expensesStart of year $187,491$112,962
X-19 Deferred revenueStart of year $412,162$175,400
X-26 Total liabilitiesStart of year $599,653$288,362
X-27 Net assets without donor restrictionsStart of year $1,058,443$1,646,507
X-28 Net assets with donor restrictionsStart of year $991,678$531,938
X-32 Total net assets or fund balancesStart of year $2,050,121$2,178,445
X-33 Total liabilities and net assetsStart of year $2,649,774$2,466,807
Part XI · Reconciliation of net assets $2,178,445 net assets at year end
XI-1 Total revenue$1,274,977
XI-2 Total expenses$1,200,420
XI-3 Revenue less expenses$74,557
XI-4 Net assets at start of year$2,050,121
XI-5 Net unrealized gains (losses) on investments$4,131
XI-8 Prior period adjustments$49,635
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,178,445

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

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