Nancy Lieberman Charities FY2023 filing

Tax-deductible

Plano, TX501(c)(3)EducationEIN 36-4642743Revenue $1.3M in FY2023

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.
83¢ of each $1 spent went to programs.
$206K 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
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
83%
of spending
Looks good: 83% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$206K
to officers and key staff · 14% of spending
Looks good: pay to officers and key staff is 14% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
15 mo
of spending, in cash
Looks good: 15.0 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
$78K
4% of total assets
Looks good: liabilities are 4% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 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
+2% vs prior year
Spent
$1.4M
To programs
83%
Net assets
$2.1M
By yearFY2020–FY2024
Revenue
$1.3M
FY2023▲ +2%
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
$1.4M
FY2023▲ +18%
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
$2.1M
FY2023▼ -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 FY2023 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 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

83 cents of each dollar spent went to programs.

Program services 83% · $1.2M Management & general 8% · $118K Fundraising 9% · $129K

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

15 people listed on the 990; $206K paid to officers and key staff.

Part VII, Section A · reportable compensation
$135,000Pt VII · Sec A
Secretary
$71,000Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$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.

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Provided by the organization

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2 programs · $1.2M · in their own filed words · FY2023
01

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

$1.2Mprogram 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 FY2023 990, line by line.

1The main four
Money inPt VIII
$1.3M
Ln 12
Gifts and grantsLn 1h$1.5M
Investment incomeLn 3$52K
Money outPt IX
$1.4M
Ln 25
Programscol B$1.2M
Managementcol C$118K
Fundraisingcol D$129K
Owns and owesPt X
$2.1M
net assets · Ln 32
Cash and savingsLn 1–2$1.8M
Total assetsLn 16$2.1M
LiabilitiesLn 26$78K
PeoplePt VI, VII
15
listed · VII A
PaidVII A2
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.5M
Fundraising eventsLn 1c$481K
Investment incomeLn 3$52K
Total revenueLn 12$1.3M
Assets in detailPt X, end of year
CashLn 1$214K
SavingsLn 2$1.6M
Cash and savings togetherLn 1–2$1.8M
Land, buildings, equipmentLn 10c$17K
Total assetsLn 16$2.1M
LiabilitiesLn 26$78K
Net assetsLn 32$2.1M
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 FY23End FY23
Cash and savingsLn 1–2$1.9M$1.8M
Land, buildings, equipmentLn 10c$10K$17K
Total assetsLn 16$2.5M$2.1M
LiabilitiesLn 26$288K$78K
Net assetsLn 32$2.2M$2.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$45K$45K
Grants to domestic individualsLn 2$133K$133K
Pay of disqualified personsLn 6$336K$305K$31K
Legal feesLn 11b$825$825
Accounting feesLn 11c$15K$15K
Advertising and promotionLn 12$81K$105$81K
Office expensesLn 13$10K$8K$2K
Information technologyLn 14$296$296
TravelLn 17$26K$13K$5K$8K
Depreciation, depletion and amortizationLn 22$4K$4K
InsuranceLn 23$19K$19K
Other expenses (24a–d)Ln 24$465K$409K$39K$18K
All other expensesLn 24e$286K$263K$4K$20K
Total functional expensesLn 25$1.4M$1.2M$118K$129K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $1.2M$1.1M$84K$2.2M 990 PDF
FY2023 Viewing $1.3M$1.4M−$120K$2.1M 990 PDF
FY2022 $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 FY2023 990 (6 parts)
Part I · Summary $1,301,739 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,558,563$1,464,558
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $9,597$51,615
I-11 Other revenuePrior year −$293,183−$214,434
I-12 Total revenuePrior year $1,274,977$1,301,739
I-13 Grants and similar amounts paidPrior year $163,395$177,798
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $289,346$336,122
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $747,679$907,687
I-18 Total expensesPrior year $1,200,420$1,421,607
I-19 Revenue less expensesPrior year $74,557−$119,868
Part VI · Governance 13 of 13 board members independent, 4 to look at
VI-1a Voting members of the governing body13
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 $1,301,739 across 7 lines filed
VIII-1c Fundraising events$480,775
VIII-1f All other contributions, gifts and grants$983,783
VIII-1h Total contributions, gifts and grants$1,464,558
VIII-3 Investment incomeExcluded from tax $51,615$51,615
VIII-8 Net income from fundraising eventsExcluded from tax −$271,887−$271,887
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $57,453$57,453
VIII-12 Total revenueRelated to mission $57,453 · Unrelated business $0 · Excluded from tax −$220,272$1,301,739
Part IX · Statement of functional expenses $1,421,607 across 13 lines filed
IX-1 Grants to domestic organizationsPrograms $44,603$44,603
IX-2 Grants to domestic individualsPrograms $133,195$133,195
IX-6 Pay of disqualified personsPrograms $304,737 · Management $31,385$336,122
IX-11b Legal feesManagement $825$825
IX-11c Accounting feesManagement $14,977$14,977
IX-12 Advertising and promotionManagement $105 · Fundraising $80,613$80,718
IX-13 Office expensesPrograms $8,170 · Fundraising $2,163$10,333
IX-14 Information technologyFundraising $296$296
IX-17 TravelPrograms $12,941 · Management $4,710 · Fundraising $8,085$25,736
IX-22 Depreciation, depletion and amortizationManagement $4,101$4,101
IX-23 InsuranceManagement $18,916$18,916
IX-24 Other expenses (24a–d)Programs $408,785 · Management $38,631 · Fundraising $17,973$465,389
IX-24e All other expensesPrograms $262,582 · Management $4,050 · Fundraising $19,764$286,396
IX-25 Total functional expensesPrograms $1,175,013 · Management $117,700 · Fundraising $128,894$1,421,607
Part X · Balance sheet $2,133,638 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $162,023$213,641
X-2 Savings and temporary cash investmentsStart of year $1,783,100$1,565,164
X-3 Pledges and grants receivableStart of year $481,034$226,844
X-9 Prepaid expenses and deferred chargesStart of year $30,400$110,613
X-10c Land, buildings and equipment, netStart of year $10,250$17,376
X-16 Total assetsStart of year $2,466,807$2,133,638
X-17 Accounts payable and accrued expensesStart of year $112,962$78,039
X-26 Total liabilitiesStart of year $288,362$78,039
X-27 Net assets without donor restrictionsStart of year $1,646,507$1,915,565
X-28 Net assets with donor restrictionsStart of year $531,938$140,034
X-32 Total net assets or fund balancesStart of year $2,178,445$2,055,599
X-33 Total liabilities and net assetsStart of year $2,466,807$2,133,638
Part XI · Reconciliation of net assets $2,055,599 net assets at year end
XI-1 Total revenue$1,301,739
XI-2 Total expenses$1,421,607
XI-3 Revenue less expenses−$119,868
XI-4 Net assets at start of year$2,178,445
XI-5 Net unrealized gains (losses) on investments$26,158
XI-8 Prior period adjustments$735
XI-9 Other changes in net assets−$29,871
XI-10 Net assets at end of year$2,055,599

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

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