Civic Intelligence

The Lionheart Foundation Inc

990 • Fiscal year 2018 • EIN 04-3140337

Jan 01, 2018 to Dec 31, 2018 • Filed on May 15, 2019

202 Bussey StreetDedham, MA 02026

(781) 444-6667

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

41st percentile

0.01x

Higher debt load relative to assets than 41% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

46th percentile

0.02x

Higher debt load relative to revenue than 46% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

51st percentile

3.6%

Higher net margin than 51% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

78th percentile

$72,845

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 18.8% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

51st percentile

2.1%

Faster asset growth than 51% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

19th percentile

-15%

Faster revenue growth than 19% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Up

$690,125

Up $14,079 (+2.1%) from 2017

Net Assets

Up

$681,343

Up $14,104 (+2.1%) from 2017

Liabilities

Down

$8,782

Down $25 (-0.3%) from 2017

Revenue

Down

$388,146

Down $69,383 (-15%) from 2017

Expenses

Up

$374,042

Up $5,544 (+1.5%) from 2017

Net Income

Down

$14,104

Down $74,927 (-84%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2010: $347,403Liabilities 2010: $16,359Net Assets 2010: $331,0442010Assets 2011: $447,053Liabilities 2011: $16,343Net Assets 2011: $430,7102011Assets 2012: $398,119Liabilities 2012: $21,620Net Assets 2012: $376,4992012Assets 2013: $438,746Liabilities 2013: $19,864Net Assets 2013: $418,8822013Assets 2014: $517,223Liabilities 2014: $13,457Net Assets 2014: $503,7662014Assets 2015: $511,576Liabilities 2015: $11,996Net Assets 2015: $499,5802015Assets 2016: $588,969Liabilities 2016: $10,761Net Assets 2016: $578,2082016Assets 2017: $676,046Liabilities 2017: $8,807Net Assets 2017: $667,2392017Assets 2018: $690,125Liabilities 2018: $8,782Net Assets 2018: $681,3432018Assets 2019: $757,621Liabilities 2019: $56,614Net Assets 2019: $701,0072019Assets 2020: $750,114Liabilities 2020: $78,446Net Assets 2020: $671,6682020Assets 2021: $1,091,023Liabilities 2021: $23,765Net Assets 2021: $1,067,2582021Assets 2022: $1,134,843Liabilities 2022: $90,698Net Assets 2022: $1,044,1452022Assets 2023: $1,311,446Liabilities 2023: $135,680Net Assets 2023: $1,175,7662023Assets 2024: $1,162,876Liabilities 2024: $153,959Net Assets 2024: $1,008,9172024

Highlighted filing

2018

Assets$690,125
Liabilities$8,782
Net Assets$681,343

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2010: $363,7052010Expenses 2011: $320,6902011Expenses 2012: $368,3292012Revenue 2013: $362,807Expenses 2013: $320,423Net Income 2013: $42,3842013Revenue 2014: $443,257Expenses 2014: $358,373Net Income 2014: $84,8842014Revenue 2015: $323,622Expenses 2015: $327,808Net Income 2015: -$4,1862015Revenue 2016: $428,792Expenses 2016: $350,164Net Income 2016: $78,6282016Revenue 2017: $457,529Expenses 2017: $368,498Net Income 2017: $89,0312017Revenue 2018: $388,146Expenses 2018: $374,042Net Income 2018: $14,1042018Revenue 2019: $476,005Expenses 2019: $456,341Net Income 2019: $19,6642019Revenue 2020: $497,947Expenses 2020: $527,286Net Income 2020: -$29,3392020Revenue 2021: $1,046,526Expenses 2021: $650,936Net Income 2021: $395,5902021Revenue 2022: $602,199Expenses 2022: $625,312Net Income 2022: -$23,1132022Revenue 2023: $1,017,383Expenses 2023: $885,762Net Income 2023: $131,6212023Revenue 2024: $1,075,747Expenses 2024: $1,242,596Net Income 2024: -$166,8492024

Highlighted filing

2018

Revenue$388,146
Expenses$374,042
Net Income$14,104
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 15, 2019
Return Version
2018v3.1
Gross Receipts
$400,756
Mission and Program Overview

Mission

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 nation'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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$570,405$601,356▲ $30,951
Inventories for Sale or Use$61,048$54,022▼ $7,026
Pledges and Grants Receivable$20,240$14,989▼ $5,251
Land, Buildings, and Equipment, Net$10,486$8,595▼ $1,891
Prepaid Expenses and Deferred Charges$5,762$5,219▼ $543
Accounts Receivable$6,905$4,744▼ $2,161
Total Assets$676,046$690,125▲ $14,079
Other Assets Total$1,200$1,200→ $0
Liabilities
Accounts Payable and Accrued Expenses$8,807$8,782▼ $25
Total Liabilities$8,807$8,782▼ $25
Net Assets / Fund Balance
Unrestricted Net Assets$657,524$671,628▲ $14,104
Permanently Rstr Net Assets$9,715$9,715→ $0
Total Net Assets Fund Balance$667,239$681,343▲ $14,104
Total Liabilities and Net Assets / Fund Balance$676,046$690,125▲ $14,079

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$7,095$20,673$27,768
Leasehold Improvements$1,500-$1,500

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$9,715---$9,715
2014$9,715---$9,715
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Robin CasarjianExecutive DiFT$72,845$72,845

Board Members and Trustees

NameTitle
Andrea Campbell JdPresident
Joan BorysenkoBoard Mem/di
Eileen MoranClerk
J Scott CurveyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$274,695
Program Service Revenue
$15,176
Investment Income
$1,765
Other Revenue
$96,510
All Other Contributions
$274,695
Change in Net Assets
$14,104

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Securities Publicly Traded2$29,977
Total Noncash Contributions2$29,977
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$238,832
Other Expenses$135,210
Total Fundraising Expense$38,039
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$142,795$44,988$30,509$218,292
Occupancy$17,323$1,378$984$19,685
Payroll Taxes$10,806$4,669$2,295$17,770
All Other Expenses$12,892$2,325$2,320$17,537
Conferences and Meetings$9,972$49-$10,021
Office Expenses$5,041$1,029$144$6,214
Fees for Services Legal$687$3,776$446$4,909
Other Expenses$3,983$71$74$4,128
Fees for Services Accounting-$3,000-$3,000
Insurance$850$1,900$100$2,850
Pension Plan Contributions$1,625$718$427$2,770
Fees for Services Other$115--$115
Total Functional Expenses$265,834$70,169$38,039$374,042
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

Bethany casarjian clinical dir niece

Form 990, Page 6, Part VI, Line 11B

Form 990 is mailed and reviewed by board members before it is filed.

Form 990, Page 6, Part VI, Line 19

Published on guidestar or upon request

Filing and Contact Details

Filer

Filer Name
The Lionheart Foundation Inc
EIN
04-3140337
Phone
7814446667
Address
202 BUSSEY STREET, DEDHAM, MA 02026

Signing Officer

Name
Robin Casarjian
Title
Executive Director
Phone
7814446667
Signed
2019-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
J Scott Curvey
Formed
1992
Legal Domicile
Ma
Voting Board Members
4
Independent Board Members
4
Employees
6

Preparer

Firm
Weiss & Associates Inc
Address
3 ALLIED DR STE 108, DEDHAM, MA 02026
Preparer
Robert a Weiss CPA
Phone
7814444820
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

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 nation'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.

Form 990, Page 1, Part I, Line 6

Support for outreach and distribution efforts

Form 990, Page 2, Part III, Line 4D

4 d)lectures and workshops presented to the public. Development and distribution of newsletters and brochures. Dissemination of public information through website and social media channels. Photocopying and purchasing supporting materials for handouts.

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IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENUE
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IRS990/ProgSrvcAccomActy2Grp/Desc04B) CONTINUED PUBLICATION OF LIONHEART MATERIALS INCLUDING "HOUSES OF HEALING", "POWER SOURCE", AND "POWER SOURCE PARENTING", BOOKS AND MANUALS FOR PRISONERS, YOUTH AT-RISK AND TEEN PARENTS; VIDEOS FOR PRISONERS AND YOUTH AT-RISK, AND, ADDITIONALLY A WORKBOOK AND POSTERS FOR HIGHLY AT-RISK YOUTH. NATIONWIDE DISTRIBUTION OF "HOUSES OF HEALING", "POWER SOURCE- AND "POWER SOURCE PARENTING" MATERIALS AS PART OF THE NATIONAL EMOTIONAL LITERACY PROJECT FOR PRISONERS AND THE NATIONAL EMOTIONAL LITERACY PROJECT FOR YOUTH AT-RISK SPONSORED BY THE LIONHEART FOUNDATION.
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IRS990/ProgSrvcAccomActy3Grp/Desc04C) OUTREACH AND PUBLIC RELATIONS FOR LIONHEART'S YOUTH, PARENTING AND PRISONER INITIATIVES. OUTREACH TO POTENTIAL PRISON VOLUNTEERS FOR VOLUNTEER TRAINING; AND TRAINING FOR PRISONER CORRESPONDENCE COURSE. RESEARCH DATA ANALYSIS OF THE "HOUSES OF HEALING" PROGRAM, "POWER SOURCE" PROGRAM AND "POWER SOURCE PARENTING" PROGRAM WITH THE CA DEPT. OF CORRECTIONS AND REHABILITATION, THE NEW YORK UNIVERSITY SCHOOL OF NURSING (NYU), MASSACHUSETTS INSTITUTE OF TECHNOLOGY (MIT) AND PENNSYLVANIA STATE UNIVERSITY (PSU).
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IRS990/ProgSrvcAccomActyOtherGrp/Desc04 D)LECTURES AND WORKSHOPS PRESENTED TO THE PUBLIC. DEVELOPMENT AND DISTRIBUTION OF NEWSLETTERS AND BROCHURES. DISSEMINATION OF PUBLIC INFORMATION THROUGH WEBSITE AND SOCIAL MEDIA CHANNELS. PHOTOCOPYING AND PURCHASING SUPPORTING MATERIALS FOR HANDOUTS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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 NATION'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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SUPPORT FOR OUTREACH AND DISTRIBUTION EFFORTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24 D)LECTURES AND WORKSHOPS PRESENTED TO THE PUBLIC. DEVELOPMENT AND DISTRIBUTION OF NEWSLETTERS AND BROCHURES. DISSEMINATION OF PUBLIC INFORMATION THROUGH WEBSITE AND SOCIAL MEDIA CHANNELS. PHOTOCOPYING AND PURCHASING SUPPORTING MATERIALS FOR HANDOUTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BETHANY CASARJIAN CLINICAL DIR NIECE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 IS MAILED AND REVIEWED BY BOARD MEMBERS BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PUBLISHED ON GUIDESTAR OR UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 2
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IRS990/USAddress/CityNm0NAPLES
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IRS990/USAddress/ZIPCd034110
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBIN CASARJIAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07814446667
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LIONHEART FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LION
ReturnHeader/Filer/EIN0043140337
ReturnHeader/Filer/PhoneNum07814446667
ReturnHeader/Filer/USAddress/AddressLine1Txt0202 BUSSEY STREET
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AD8953EF485D791938F33D44A02E626836BC4014
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.44.61.252
ReturnHeader/FilingSecurityInformation/IPDt02019-06-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:59:40
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEISS & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03 ALLIED DR STE 108
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DEDHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002026
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ReturnHeader/PreparerPersonGrp/PreparationDt02019-06-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT A WEISS CPA
ReturnHeader/ReturnTs02019-06-10T11:59:40-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.15$1.01$1.08$1.24$0.17
2023Detailed filing. Detailed filing data is available for this year.$1.31$0.14$1.18$1.02$0.89$0.13
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.09$1.04$0.60$0.63$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.02$1.07$1.05$0.65$0.40
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.08$0.67$0.50$0.53$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.06$0.70$0.48$0.46$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.69$0.01$0.68$0.39$0.37$0.01
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.01$0.67$0.46$0.37$0.09
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.01$0.58$0.43$0.35$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.51$0.01$0.50$0.32$0.33$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.52$0.01$0.50$0.44$0.36$0.08
2013Detailed filing. Detailed filing data is available for this year.$0.44$0.02$0.42$0.36$0.32$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.02$0.38$0.37
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.02$0.43$0.32
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.02$0.33$0.36