Civic Intelligence

Nancy Lieberman Foundation

990 • Fiscal year 2017 • EIN 36-4642743

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

PO Box 261233Plano, TX 75026

(972) 473-2121

Siviq Scores

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

Liabilities / Assets

59th percentile

0.16x

Higher debt load relative to assets than 59% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

51st percentile

0.10x

Higher debt load relative to revenue than 51% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

32nd percentile

-2.6%

Higher net margin than 32% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

43rd percentile

$45,833

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

71st percentile

12%

Faster asset growth than 71% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

81st percentile

34%

Faster revenue growth than 81% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$542,165

Up $58,131 (+12%) from 2016

Net Assets

Down

$454,312

Down $22,752 (-4.8%) from 2016

Liabilities

Up

$87,853

Up $80,883 (+1160%) from 2016

Revenue

Up

$862,879

Up $220,203 (+34%) from 2016

Expenses

Up

$885,631

Up $322,462 (+57%) from 2016

Net Income

Down

-$22,752

Down $102,259 (-129%) from 2016

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2013: $248,837Liabilities 2013: $269Net Assets 2013: $248,5682013Assets 2014: $366,033Liabilities 2014: $2,431Net Assets 2014: $363,6022014Assets 2015: $400,155Liabilities 2015: $2,559Net Assets 2015: $397,5962015Assets 2016: $484,034Liabilities 2016: $6,970Net Assets 2016: $477,0642016Assets 2017: $542,165Liabilities 2017: $87,853Net Assets 2017: $454,3122017Assets 2018: $1,184,726Liabilities 2018: $459,887Net Assets 2018: $724,8392018Assets 2019: $1,962,775Liabilities 2019: $891,702Net Assets 2019: $1,071,0732019Assets 2020: $2,630,632Liabilities 2020: $686,051Net Assets 2020: $1,944,5812020Assets 2021: $2,649,774Liabilities 2021: $599,653Net Assets 2021: $2,050,1212021Assets 2022: $2,466,807Liabilities 2022: $288,362Net Assets 2022: $2,178,4452022Assets 2023: $2,133,638Liabilities 2023: $78,039Net Assets 2023: $2,055,5992023Assets 2024: $2,346,266Liabilities 2024: $190,550Net Assets 2024: $2,155,7162024

Highlighted filing

2017

Assets$542,165
Liabilities$87,853
Net Assets$454,312

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2013: $320,638Expenses 2013: $177,521Net Income 2013: $143,1172013Revenue 2014: $373,345Expenses 2014: $258,562Net Income 2014: $114,7832014Revenue 2015: $459,533Expenses 2015: $426,204Net Income 2015: $33,3292015Revenue 2016: $642,676Expenses 2016: $563,169Net Income 2016: $79,5072016Revenue 2017: $862,879Expenses 2017: $885,631Net Income 2017: -$22,7522017Revenue 2018: $1,474,720Expenses 2018: $1,194,409Net Income 2018: $280,3112018Revenue 2019: $1,764,972Expenses 2019: $1,419,475Net Income 2019: $345,4972019Revenue 2020: $1,880,737Expenses 2020: $1,011,394Net Income 2020: $869,3432020Revenue 2021: $1,318,170Expenses 2021: $1,210,927Net Income 2021: $107,2432021Revenue 2022: $1,274,977Expenses 2022: $1,200,420Net Income 2022: $74,5572022Revenue 2023: $1,301,739Expenses 2023: $1,421,607Net Income 2023: -$119,8682023Revenue 2024: $1,231,664Expenses 2024: $1,147,185Net Income 2024: $84,4792024

Highlighted filing

2017

Revenue$862,879
Expenses$885,631
Net Income-$22,752
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$1,137,952
Mission and Program Overview

Mission

To provide a healthy physical, emotional, and mental environment for young girls and boys to build their self-esteem and confidence so they will be able to make the right choices in the future.

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$413,802$491,467▲ $77,665
Cap Stk Tr Prin Current Funds$477,064$454,312▼ $22,752
Prepaid Expenses and Deferred Charges$0$33,520▲ $33,520
Cash and Non-Interest-Bearing Accounts$30,646$9,994▼ $20,652
Land, Buildings, and Equipment, Net$5,808$7,184▲ $1,376
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$484,034$542,165▲ $58,131
Other Assets Total$33,778$0▼ $33,778
Liabilities
Deferred Revenue$0$79,000▲ $79,000
Other Liabilities$6,970$7,063▲ $93
Accounts Payable and Accrued Expenses$0$1,790▲ $1,790
Total Liabilities$6,970$87,853▲ $80,883
Net Assets / Fund Balance
Total Net Assets Fund Balance$477,064$454,312▼ $22,752
Total Liabilities and Net Assets / Fund Balance$484,034$542,165▲ $58,131

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$7,184$17,848$25,032
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Carla RosenbergSecretaryPT$45,833$45,833
Nancy LiebermanPresidentPT$17,500$17,500

Board Members and Trustees

NameTitle
Brandon SteinerDirector
Crystal WimbreyDirector
David CampisiDirector
Deborah BowlesDirector
Heather CappsDirector
Johnny WimbreyDirector
Kelly AccettaDirector
Mark AccettaDirector
Ron TaylorDirector
Aj BarkleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,137,511
Program Service Revenue
$0
Investment Income
$441
Other Revenue
$-275,073
All Other Contributions
$336,038
Change in Net Assets
$-22,752
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$749,823
Grants and Similar Amounts Paid$135,808
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$135,808--$135,808
Advertising$68,078--$68,078
Travel$27,940--$27,940
Office Expenses$21,687--$21,687
Other Expenses$15,649--$15,649
Fees for Services Legal-$10,666-$10,666
All Other Expenses$9,041--$9,041
Depreciation Depletion-$4,278-$4,278
Fees for Services Accounting-$4,100-$4,100
Total Functional Expenses$866,587$19,044$0$885,631
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$275,073
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$743,204-$215,264-
Golf Tournament$58,269-$54,559-
Total Events$801,473-$269,823$-269,823
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card Payable$7,063
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
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 8B

Carla rosenberg 3225 turtle creek dr ste 2016 dallas, tx 75219 deborah bowles 4923 elsby ave dallas, tx 75209 david campisi 4119 walnut glenn place dallas, tx 75229 deborah malveaux 4009 cedar brush drive dallas, tx 75229

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

The organization management coordinates with its outside accounting firm to discuss the tax preparation process and review the tax return prior to filing.

Form 990, Part VI, Section C, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Nancy Lieberman Charities
EIN
36-4642743
Phone
9724732121
Address
PO BOX 261233, PLANO, TX 75026

Signing Officer

Name
Nancy Lieberman
Title
President
Phone
2149243784
Signed
2018-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy Lieberman
Formed
2008
Legal Domicile
Az
Voting Board Members
12
Independent Board Members
11
Employees
0
Volunteers
100

Preparer

Firm
Bkm Sowan Horan Llp
Address
15301 DALLAS PARKWAY SUITE 960, ADDISON, TX 75001
Preparer
Aaron R Macphie
Phone
2145453965
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0413802
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0491467
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt010000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt01625
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt039415
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt051040
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01137511
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0830983
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0577926
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0482467
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0320518
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03349405
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0441
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0235
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0217
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0148
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0120
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01161
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0441
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0235
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0217
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0148
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0120
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01161
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/InvestmentIncomePYPct00.00030
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98440
IRS990ScheduleA/PublicSupportPY509Pct00.97480
IRS990ScheduleA/PublicSupportTotal509Amt03298365
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt010000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt01625
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt039415
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt051040
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01137511
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0830983
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0577926
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0482467
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0320518
IRS990ScheduleA/Total509Grp/TotalAmt03349405
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01137952
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0831218
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0578143
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0482615
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0320638
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03350566
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt07184
IRS990ScheduleD/EquipmentGrp/DepreciationAmt017848
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt025032
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt07063
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARD PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07184
IRS990ScheduleD/TotalLiabilityAmt07063
IRS990ScheduleG/AgrmtProfFundraisingActyInd01
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0GALA
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt1GOLF TOURNAMENT
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd00
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd10
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt0743204
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt158269
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt0701537
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt112436
IRS990ScheduleG/FundraiserActivityInfoGrp/PersonNm0GRETCHEN CARTER
IRS990ScheduleG/FundraiserActivityInfoGrp/PersonNm1CARLA ROSENBERG
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt041667
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt145833
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt02146 PORTWOOD WAY
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt13225 TURTLE CREEK BLVD SUITE 2106
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0FORT WORTH
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm1DALLAS
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd1TX
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd0761796633
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd175219
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0801473
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt058269
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt0743204
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0269823
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GALA
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt058269
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0743204
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0801473
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-269823
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0269823
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt054559
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0215264
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0AL
IRS990ScheduleG/LicensedStatesCd1AK
IRS990ScheduleG/LicensedStatesCd2AZ
IRS990ScheduleG/LicensedStatesCd3AR
IRS990ScheduleG/LicensedStatesCd4CA
IRS990ScheduleG/LicensedStatesCd5CO
IRS990ScheduleG/LicensedStatesCd6CT
IRS990ScheduleG/LicensedStatesCd7DE
IRS990ScheduleG/LicensedStatesCd8FL
IRS990ScheduleG/LicensedStatesCd9GA
IRS990ScheduleG/LicensedStatesCd10HI
IRS990ScheduleG/LicensedStatesCd11ID
IRS990ScheduleG/LicensedStatesCd12IL
IRS990ScheduleG/LicensedStatesCd13IN
IRS990ScheduleG/LicensedStatesCd14IA
IRS990ScheduleG/LicensedStatesCd15KS
IRS990ScheduleG/LicensedStatesCd16KY
IRS990ScheduleG/LicensedStatesCd17LA
IRS990ScheduleG/LicensedStatesCd18ME
IRS990ScheduleG/LicensedStatesCd19MD
IRS990ScheduleG/LicensedStatesCd20MA
IRS990ScheduleG/LicensedStatesCd21MI
IRS990ScheduleG/LicensedStatesCd22MN
IRS990ScheduleG/LicensedStatesCd23MS
IRS990ScheduleG/LicensedStatesCd24MO
IRS990ScheduleG/LicensedStatesCd25MT
IRS990ScheduleG/LicensedStatesCd26NE
IRS990ScheduleG/LicensedStatesCd27NV
IRS990ScheduleG/LicensedStatesCd28NH
IRS990ScheduleG/LicensedStatesCd29NJ
IRS990ScheduleG/LicensedStatesCd30NM
IRS990ScheduleG/LicensedStatesCd31NY
IRS990ScheduleG/LicensedStatesCd32NC
IRS990ScheduleG/LicensedStatesCd33ND
IRS990ScheduleG/LicensedStatesCd34OH
IRS990ScheduleG/LicensedStatesCd35OK
IRS990ScheduleG/LicensedStatesCd36OR

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