Civic Intelligence

The Lieber Institute Inc

EIN 26-3690883 • 501(c)3 • Baltimore, MD

Profile

The mission of the lieber institute is to translate the understanding of basic genetic and molecular mechanisms of schizophrenia and related developmental brain disorders into clincial advances that change the lives of affected individuals.

855 N Wolfe St 3rd FLBaltimore, MD 21205

libd.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

58th percentile

0.33x

Higher debt load relative to assets than 58% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

52nd percentile

0.37x

Higher debt load relative to revenue than 52% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

22nd percentile

-4.4%

Higher net margin than 22% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$786,543

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Asset Growth

14th percentile

-4.3%

Faster asset growth than 14% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

49th percentile

8.2%

Faster revenue growth than 49% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Assets

Up

$35,095,508

Up $3,989,298 (+13%) from 2022

Liabilities

Up

$11,492,905

Up $5,691,691 (+98%) from 2022

Net Assets

Down

$23,602,603

Down $1,702,393 (-6.7%) from 2022

Revenue

Up

$31,261,351

Up $8,367,129 (+37%) from 2022

Expenses

Up

$32,639,037

Up $3,126,039 (+11%) from 2022

Net Income

Up

-$1,377,686

Up $5,241,090 (+79%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150M$100M$50M$0Assets 2012: $112,679,813Liabilities 2012: $5,147,494Net Assets 2012: $107,532,3192012Assets 2013: $100,309,339Liabilities 2013: $5,641,028Net Assets 2013: $94,668,3112013Assets 2014: $91,491,249Liabilities 2014: $7,042,291Net Assets 2014: $84,448,9582014Assets 2017: $60,320,805Liabilities 2017: $5,376,810Net Assets 2017: $54,943,9952017Assets 2018: $52,981,874Liabilities 2018: $7,359,140Net Assets 2018: $45,622,7342018Assets 2019: $44,500,781Liabilities 2019: $5,753,724Net Assets 2019: $38,747,0572019Assets 2020: $32,856,647Liabilities 2020: $6,876,132Net Assets 2020: $25,980,5152020Assets 2021: $44,686,565Liabilities 2021: $7,878,575Net Assets 2021: $36,807,9902021Assets 2022: $31,106,210Liabilities 2022: $5,801,214Net Assets 2022: $25,304,9962022Assets 2024: $35,095,508Liabilities 2024: $11,492,905Net Assets 2024: $23,602,6032024

Highlighted filing

2024

Assets$35,095,508
Liabilities$11,492,905
Net Assets$23,602,603

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40M$20M$0-$20MExpenses 2012: $11,000,3392012Expenses 2013: $15,799,9632013Revenue 2014: $9,034,813Expenses 2014: $20,660,464Net Income 2014: -$11,625,6512014Revenue 2017: $14,340,702Expenses 2017: $23,935,074Net Income 2017: -$9,594,3722017Revenue 2018: $20,649,548Expenses 2018: $26,899,975Net Income 2018: -$6,250,4272018Revenue 2019: $21,791,141Expenses 2019: $26,379,595Net Income 2019: -$4,588,4542019Revenue 2020: $17,247,195Expenses 2020: $28,499,790Net Income 2020: -$11,252,5952020Revenue 2021: $35,823,160Expenses 2021: $27,198,424Net Income 2021: $8,624,7362021Revenue 2022: $22,894,222Expenses 2022: $29,512,998Net Income 2022: -$6,618,7762022Revenue 2024: $31,261,351Expenses 2024: $32,639,037Net Income 2024: -$1,377,6862024

Highlighted filing

2024

Revenue$31,261,351
Expenses$32,639,037
Net Income-$1,377,686

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$58,731,923
Mission and Program Overview

Mission

The mission of the lieber institute is to translate the understanding of basic genetic and molecular mechanisms of schizophrenia and related developmental brain disorders into clincial advances that change the lives of affected individuals.

The mission of the institute is to translate basic genetic and molecular mechanisms of schizophrenia and related developmental brain disorders into clinical advances that change the lives of affected individuals. It is catalyzing a new understanding of brain disease by linking advances in the construction and function of the human brain with the development of novel therapeutic strategies.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$18,259,016$16,901,690▼ $1,357,326
Land, Buildings, and Equipment, Net$4,691,657$3,526,794▼ $1,164,863
Savings and Temporary Cash Investments$937,502$2,631,902▲ $1,694,400
Investments Program Related$2,431,210$2,431,210→ $0
Cash and Non-Interest-Bearing Accounts$1,607,216$1,717,980▲ $110,764
Accounts Receivable$1,733,028$1,716,687▼ $16,341
Prepaid Expenses and Deferred Charges$579,766$699,319▲ $119,553
Total Assets$36,656,603$35,095,508▼ $1,561,095
Other Assets Total$6,417,208$5,469,926▼ $947,282
Liabilities
Other Liabilities$8,617,809$7,911,985▼ $705,824
Accounts Payable and Accrued Expenses$2,912,707$3,128,885▲ $216,178
Deferred Revenue$1,160,422$452,035▼ $708,387
Total Liabilities$12,690,938$11,492,905▼ $1,198,033
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$22,987,039$23,602,603▲ $615,564
Net Assets With Donor Restrictions$978,626$0▼ $978,626
Total Net Assets Fund Balance$23,965,665$23,602,603▼ $363,062
Total Liabilities and Net Assets / Fund Balance$36,656,603$35,095,508▼ $1,561,095

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$1,600,532$9,708,721$11,309,253
Equipment$1,541,746$9,076,497$10,618,243
Other Land Buildings$384,516$3,353,575$3,738,091
Investment Program Related Org$1,931,210--
Other Assets Org$249,896--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Daniel R WeinbergerCEO & DirectorFT$690,272$96,271$786,543
Thomas Michael HydeChief Medical OfficerFT$404,180$49,854$454,034
Elaine JonesChief Operating OfficerFT$407,847$32,483$440,330
Andrew MaslanCFO & TreasurerFT$355,362$35,874$391,236
Joel E KleinmanAssoc. Director of Clinical ScFT$336,866$49,748$386,614
James BarrowAssoc. Director of Drug DiscovFT$299,698$53,979$353,677
Keri MartinowichLead InvestigatorFT$192,452$65,166$257,618
Jean DuboseChief of StaffFT$222,310$15,933$238,243
Shizhong HanLead Investigator, Data ScFT$168,461$63,757$232,218
Brady MaherLead InvestigatorFT$178,706$51,821$230,527

Board Members and Trustees

NameTitle
Herbert Pardes MdChairman of the Board
Daniel R GettsDirector
Geoffrey SimonDirector
Landon S KingDirector
Mary RubinDirector
Milton MaltzDirector
Robert MuseDirector
Steven S Sharfstein MdDirector
Tamar MaltzDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Alvin HathawayCommunity Outreach Consulting3533 WHITE CHAPEL ROAD, Baltimore, MD 21215$132,000
Revenue and Support

Revenue Composition

Contributions and Grants
$27,627,150
Program Service Revenue
$1,856,612
Investment Income
$1,713,673
Other Revenue
$63,916
All Other Contributions
$18,523,121
Change in Net Assets
$-1,377,686

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 AmountValuation Method
Securities Publicly Traded1$15,729,019Fair Market Value (FMV)
Total Noncash Contributions1$15,729,019-

Audited Revenue Reconciliation

Revenue per Audited Statements
$31,126,659
Revenue Not Reported on Financial Statements
$134,692
Revenue Not Reported on Form 990
$1,014,623
Total Revenue per Audited Statements
$32,141,282
Total Revenue per Form 990
$31,261,351
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$17,259,883
Other Expenses$14,031,238
Grants and Similar Amounts Paid$1,347,916
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$10,014,844$1,837,518-$11,852,362
Occupancy$2,498,237$789,186-$3,287,423
Current Officers, Directors, Trustees, and Key Employees$1,599,139$847,845-$2,446,984
Other Employee Benefits$1,175,871$340,622-$1,516,493
Depreciation Depletion$1,214,394$155,934-$1,370,328
Grants to Domestic Orgs$1,347,916--$1,347,916
Office Expenses$1,039,975$216,490-$1,256,465
Fees for Services Other$907,040$219,635-$1,126,675
Payroll Taxes$711,812$218,831-$930,643
Pension Plan Contributions$401,236$112,165-$513,401
Information Technology$120,294$273,470-$393,764
Travel$185,975$56,008-$241,983
Fees for Service Investment Mgmnt Fees-$134,692-$134,692
Insurance-$70,893-$70,893
Conferences and Meetings$41,812$22,823-$64,635
Other Expenses$9,614$41,185-$50,799
Fees for Services Legal$11,000$38,967-$49,967
Fees for Services Accounting-$42,870-$42,870
Advertising-$28,824-$28,824
Total Functional Expenses$27,183,048$5,455,989$0$32,639,037

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$32,639,037
Expenses per Audited Statements$32,504,345
Total Expenses per Audited Statements$32,504,345
Expenses Not Reported on Financial Statements$134,692
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Johns Hopkins UniversityBaltimore, MD501(c)(3)Sub-award$571,975
CHILDREN'S RESEARCH INSTITUTEWashington, DC501(c)(3)Sub-award$471,176
Morgan State UniversityBaltimore, MD115Sub-award$140,000
University of HoustonHouston, TX115Sub-award$112,612
Inova Health Care ServicesFairfax, VA501(c)(3)Sub-award$38,283
Lafayette CollegeEaston, PA501(c)(3)Sub-award$13,870

International Summary

Offices
0
Employees
0
Spending
$1,458,765

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
East Asia and the PacificProgram ServicesDrug Discovery00$1,010,813
Europe (including Iceland & Greenland)Program ServicesDrug Discovery00$335,874
Europe (including Iceland & Greenland)Program ServicesClinical Sciences00$62,500
North AmericaProgram ServicesBasic Sciences00$25,410
Europe (including Iceland & Greenland)Program ServicesBasic Sciences00$24,168
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$7,445,447
Other Noncurrent Liabilities$466,538
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
Yes
Other officer compensation reviewed
Yes
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, Part VI, Section A, Line 2

Tamar and milton maltz have a family relationship. Geoffrey simon and mary rubin have a family relationship.

Form 990, Part VI, Section B, Line 11B

The form 990 is prepared by an outside accountant and reviewed in draft form by management and the organization's attorney. It is circulated to the board of directors for review via email prior to filing.

Form 990, Part VI, Section B, Line 12C

There are two conflict of interest policies. One governs directors, trustees, officers and key employees. Pursuant to this policy, the covered persons must submit a conflict of interest disclosure form when they join or are appointed and annually thereafter. The second policy primarily governs researchers. All covered employees under this policy are required to sign the conflict of interest policy upon commencement of employment. Covered persons under each policy are required to disclose new conflicts of interest to management as soon as they arise.

Form 990, Part VI, Section B, Line 15

The institute periodically engages an independent compensation consulting firm to review compensation amounts for employees including the ceo and other officers of the institute. The board and the executive team used the consulting firm's findings to make sure compensation was reasonably fair and competitive to attract and retain the best personnel to help the institute achieve its mission.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflicts of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
The Lieber Institute Inc
EIN
26-3690883
Phone
3014502083
Address
855 N WOLFE ST 3RD FL, BALTIMORE, MD 21205

Signing Officer

Name
Andrew Maslan
Title
CFO
Phone
3014502083
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrew Maslan
Formed
2008
Legal Domicile
Md
Voting Board Members
10
Independent Board Members
9
Employees
136
Volunteers
9

Preparer

Firm
Citrin Cooperman Advisors LLC
Address
11155 RED RUN BLVD STE 410, OWINGS MILLS, MD 21117
Preparer
Douglas Russenberger
Phone
4104159700
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

A tax position is recognized as a benefit only if it is "more likely than not" that the tax position taken would be sustained in a tax examination, presuming that a tax examination will occur. Management has evaluated the institute's tax positions and has concluded that the institute has taken no uncertain tax positions. Accordingly, the institute has not recorded any reserves, or related accruals for interest and penalties for uncertain income tax positions at june 30, 2024 and 2023. The institute recognizes interest and/or penalties related to uncertain tax positions, if any, in income tax expense in the accompanying statements of activities and changes in net assets. There are currently no audits for any open tax periods from june 30, 2020 forward.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm0HERBERT PARDES MD
IRS990/Form990PartVIISectionAGrp/PersonNm1STEVEN S SHARFSTEIN MD
IRS990/Form990PartVIISectionAGrp/PersonNm2GEOFFREY SIMON
IRS990/Form990PartVIISectionAGrp/PersonNm3MARY RUBIN
IRS990/Form990PartVIISectionAGrp/PersonNm4TAMAR MALTZ
IRS990/Form990PartVIISectionAGrp/PersonNm5MILTON MALTZ
IRS990/Form990PartVIISectionAGrp/PersonNm6ROBERT MUSE
IRS990/Form990PartVIISectionAGrp/PersonNm7DANIEL R GETTS
IRS990/Form990PartVIISectionAGrp/PersonNm8LANDON S KING
IRS990/Form990PartVIISectionAGrp/PersonNm9DANIEL R WEINBERGER
IRS990/Form990PartVIISectionAGrp/PersonNm10THOMAS MICHAEL HYDE
IRS990/Form990PartVIISectionAGrp/PersonNm11ELAINE JONES
IRS990/Form990PartVIISectionAGrp/PersonNm12ANDREW MASLAN
IRS990/Form990PartVIISectionAGrp/PersonNm13JAMES BARROW
IRS990/Form990PartVIISectionAGrp/PersonNm14JOEL E KLEINMAN
IRS990/Form990PartVIISectionAGrp/PersonNm15BRADY MAHER
IRS990/Form990PartVIISectionAGrp/PersonNm16SHIZHONG HAN
IRS990/Form990PartVIISectionAGrp/PersonNm17KERI MARTINOWICH
IRS990/Form990PartVIISectionAGrp/PersonNm18JEAN DUBOSE
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN OF THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9CEO & DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHIEF MEDICAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt12CFO & TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt13ASSOC. DIR. OF DRUG DISCOV
IRS990/Form990PartVIISectionAGrp/TitleTxt14ASSOC. DIR. OF CLINICAL SC
IRS990/Form990PartVIISectionAGrp/TitleTxt15LEAD INVESTIGATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16LEAD INVESTIGATOR, DATA SC
IRS990/Form990PartVIISectionAGrp/TitleTxt17LEAD INVESTIGATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18CHIEF OF STAFF
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IRS990/MissionDesc0THE MISSION OF THE INSTITUTE IS TO TRANSLATE BASIC GENETIC AND MOLECULAR MECHANISMS OF SCHIZOPHRENIA AND RELATED DEVELOPMENTAL BRAIN DISORDERS INTO CLINICAL ADVANCES THAT CHANGE THE LIVES OF AFFECTED INDIVIDUALS. IT IS CATALYZING A NEW UNDERSTANDING OF BRAIN DISEASE BY LINKING ADVANCES IN THE CONSTRUCTION AND FUNCTION OF THE HUMAN BRAIN WITH THE DEVELOPMENT OF NOVEL THERAPEUTIC STRATEGIES.
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IRS990/ProgramServiceRevenueGrp/Desc0DRUG DISCOVERY
IRS990/ProgramServiceRevenueGrp/Desc1CLINICAL SCIENCES
IRS990/ProgramServiceRevenueGrp/Desc2BASIC SCIENCES
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IRS990/ProgSrvcAccomActy2Grp/Desc0BASIC SCIENCES: THE CREATION OF MODEL SYSTEMS AT THE INSTITUTE TO STUDY PSYCHIATRIC ILLNESS IS THE MAJOR GOAL OF THE BASIC SCIENCES RESEARCH PROGRAM. USING OUR UNIQUE COLLECTION OF HUMAN BRAIN MATERIAL AND INDUCED PLURIPOTENT STEM CELL LINES, WE ARE DEFINING THE MOLECULAR SIGNATURE OF DISEASE RISK. TO PROVIDE THE BASIS FOR THERAPEUTIC INTERVENTION WE ARE DEVELOPING NEW TECHNOLOGIES USING HUMAN STEM CELLS TO IDENTIFY THE FUNCTIONAL CONSEQUENCES OF GENETIC RISK FACTORS. THE GOAL OF THESE STUDIES IS THE IDENTIFICATION OF THERAPEUTIC TARGETS BASED ON THE MECHANISMS OF DISEASE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt017704193
IRS990/ProgSrvcAccomActy2Grp/GrantAmt01330739
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt02140
IRS990/ProgSrvcAccomActy3Grp/Desc0DRUG DISCOVERY: IMPROVED GENETIC UNDERSTANDING OF DISEASES OF BRAIN DEVELOPMENT IS REVEALING NEW DRUG DISCOVERY OPPORTUNITIES. GUIDED BY GENETICS, THE INSTITUTE'S DRUG DISCOVERY DIVISION IS INVESTIGATING NEW TARGETS FOR PSYCHIATRIC DISEASES, WITH THE GOAL OF VALIDATING INNOVATIVE APPROACHES THAT WILL LEAD TO NOVEL MEDICINES FOR PATIENTS SUFFERING FROM THESE CONDITIONS. THE DRUG DISCOVERY DIVISION MAINTAINS A STATE OF THE ART MEDICINAL CHEMISTRY LABORATORY AND UNIQUE CAPABILITIES IN TARGET VALIDATION.
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IRS990/ProgSrvcAccomActy3Grp/RevenueAmt01406108
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