Civic Intelligence

Nancy Lieberman Foundation

990 • Fiscal year 2014 • EIN 36-4642743

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 15, 2015

PO Box 261233Plano, TX 75026

(214) 924-3784

Siviq Scores

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

Liabilities / Assets

60th percentile

0.01x

Higher debt load relative to assets than 60% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

60th percentile

0.01x

Higher debt load relative to revenue than 60% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

84th percentile

31%

Higher net margin than 84% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

83rd percentile

47%

Faster asset growth than 83% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

69th percentile

16%

Faster revenue growth than 69% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$366,033

Up $117,196 (+47%) from 2013

Net Assets

Up

$363,602

Up $115,034 (+46%) from 2013

Liabilities

Up

$2,431

Up $2,162 (+804%) from 2013

Revenue

Up

$373,345

Up $52,707 (+16%) from 2013

Expenses

Up

$258,562

Up $81,041 (+46%) from 2013

Net Income

Down

$114,783

Down $28,334 (-20%) from 2013

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

2014

Assets$366,033
Liabilities$2,431
Net Assets$363,602

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

2014

Revenue$373,345
Expenses$258,562
Net Income$114,783
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 15, 2015
Return Version
2014v5.0
Gross Receipts
$482,615
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
Cap Stk Tr Prin Current Funds$248,568$363,602▲ $115,034
Savings and Temporary Cash Investments$233,591$350,312▲ $116,721
Land, Buildings, and Equipment, Net$13,103$12,760▼ $343
Cash and Non-Interest-Bearing Accounts$2,142$2,961▲ $819
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$248,837$366,033▲ $117,196
Other Assets Total$1$0▼ $1
Liabilities
Other Liabilities$0$2,431▲ $2,431
Grants Payable$269--
Total Liabilities$269$2,431▲ $2,162
Net Assets / Fund Balance
Total Net Assets Fund Balance$248,568$363,602▲ $115,034
Total Liabilities and Net Assets / Fund Balance$248,837$366,033▲ $117,196

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$12,760$6,618$19,378
Compensation and Service Providers

Board Members and Trustees

NameTitle
Nancy LiebermanPresident
Deborah BowlesVice President
David CampisiDirector
Deborah MalveauxDirector
Carla RosenbergSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$482,467
Program Service Revenue
$0
Investment Income
$148
Other Revenue
$-109,270
All Other Contributions
$154,590
Change in Net Assets
$114,783
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$191,796
Grants and Similar Amounts Paid$66,766
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$65,621--$65,621
Advertising$32,693--$32,693
Office Expenses-$22,351-$22,351
Fees for Services Legal-$6,995-$6,995
All Other Expenses$6,591--$6,591
Travel$5,041--$5,041
Insurance-$4,864-$4,864
Depreciation Depletion-$3,343-$3,343
Other Expenses$2,404$21,808-$2,404
Fees for Services Accounting-$2,000-$2,000
Grants to Domestic Orgs$1,145--$1,145
Interest-$313-$313
Total Functional Expenses$196,888$61,674$0$258,562
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$109,270
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Ball Gala$193,915-$38,118-
Golf Tournament$133,962-$4,276-
Total Events$327,877-$109,270$-109,270
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$2,431
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 11

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 Foundation
EIN
36-4642743
Phone
2149243784
Address
PO BOX 261233, PLANO, TX 75026

Signing Officer

Name
Nancy Lieberman
Title
President
Phone
2149243784
Signed
2015-10-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy Lieberman
Formed
2008
Legal Domicile
Az
Voting Board Members
5
Independent Board Members
4
Employees
0
Volunteers
45

Preparer

Firm
Bkm Sowan Horan Llp
Address
15301 DALLAS PARKWAY SUITE 960, ADDISON, TX 75001
Preparer
Brad Marckx
Phone
2145453965
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

OTHER INCREASE 251.

Raw XML AppendixShowing 400 of 420 raw XML fields

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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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt047550
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0985610
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt012760
IRS990ScheduleD/EquipmentGrp/DepreciationAmt06618
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt019378
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02431
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARD PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt012760
IRS990ScheduleD/TotalLiabilityAmt02431
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0327877
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0193915
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt0133962
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0109270
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BALL GALA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt025750
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt025750
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0193915
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0133962
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0327877
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-109270
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt04229
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt01258
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt05487
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt042394
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt038118
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04276
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt014640
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt020999
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt035639
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt02119
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt120000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt22500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt310000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt425341
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SAM HOUSTON STATE UNIVERSITY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1TEXAS A&M UNIVERSITY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2UNC CHANPEL HILL
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3THE UNVERSITY OF TEXAS AT AUSTIN
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt4BOOKS GIVEAWAY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt5LAPTOP GIVEAWAYS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt6YOUTH ASSISTANCE PROGRAMS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt02181
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt13480
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt11
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt21
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt31
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt41
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt51
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt61
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0RETAIL COST
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc1RETAIL COST
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS TO ORGANIZATIONS ARE GENERALLY ONLY MADE TO THE GENERAL FUNDS OF ESTABLISHED CHRISTIAN MINISTRIES, COLLEGES OR UNIVERSITIES, OR OTHER 501(C)(3) ORGANIZATIONS. ACCORDINGLY, NO SPECIFIC EFFORT IS MADE TO DETERMINE HOW THE ORGANIZATIONAL GRANT RECIPIENT EXPENDS THE GRANT MONIES RECEIVED. GRANTS MADE TO INDIVIDUALS ARE GENERALLY ONLY MADE ON BEHALF OF INDIVIDUALS, KNOWN BY ONE OR MORE BOARD MEMBERS, WHO ARE IN NEED OF FINANCIAL ASSISTANCE AND WHO THE DIRECTORS BELIEVE ARE WORTHY RECIPIENTS. WHEN GRANTS ARE MADE, FUNDS ARE GENERALLY PROVIDED TO MEET SOME SPECIFIC FINANCIAL NEED SUCH AS HOUSING, CLOTHING, OR FOOD ASSISTANCE; SCHOOL TUITION; ETC. FUNDS ARE TYPICALLY DISBURSED TO THIRD PARTY PROVIDERS OF THE SPECIFIC NEED ON BEHALF OF THE INDIVIDUAL AND NOT DIRECTLY TO THE INDIVIDUALS THEMSELVES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCH I, PART III
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CARLA 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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MANAGEMENT COORDINATES WITH ITS OUTSIDE ACCOUNTING FIRM TO DISCUSS THE TAX PREPARATION PROCESS AND REVIEW THE TAX RETURN PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER INCREASE 251.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0248837
IRS990/TotalAssetsEOYAmt0366033
IRS990/TotalAssetsGrp/BOYAmt0248837
IRS990/TotalAssetsGrp/EOYAmt0366033
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0482467
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt061674
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0196888
IRS990/TotalFunctionalExpensesGrp/TotalAmt0258562
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0269
IRS990/TotalLiabilitiesEOYAmt02431
IRS990/TotalLiabilitiesGrp/BOYAmt0269
IRS990/TotalLiabilitiesGrp/EOYAmt02431
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0248568
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0363602
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0196888
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-109122
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0373345
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt045
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0248837
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0366033
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt05041
IRS990/TravelGrp/TotalAmt05041
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05756 QUEBEC LANE
IRS990/USAddress/CityNm0PLANO
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd075024
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0HTTP://NANCYLIEBERMAN.COM/FOUNDATION/
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY LIEBERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02149243784
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NANCY LIEBERMAN FOUNDATION

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