Civic Intelligence

Nancy Lieberman Foundation

990 • Fiscal year 2015 • EIN 36-4642743

Jan 01, 2015 to Dec 31, 2015 • Filed on May 16, 2016

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

34th percentile

0.01x

Higher debt load relative to assets than 34% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

31st percentile

0.01x

Higher debt load relative to revenue than 31% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

61st percentile

7.3%

Higher net margin than 61% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

69th percentile

9.3%

Faster asset growth than 69% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

77th percentile

23%

Faster revenue growth than 77% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Up

$400,155

Up $34,122 (+9.3%) from 2014

Net Assets

Up

$397,596

Up $33,994 (+9.3%) from 2014

Liabilities

Up

$2,559

Up $128 (+5.3%) from 2014

Revenue

Up

$459,533

Up $86,188 (+23%) from 2014

Expenses

Up

$426,204

Up $167,642 (+65%) from 2014

Net Income

Down

$33,329

Down $81,454 (-71%) from 2014

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

2015

Assets$400,155
Liabilities$2,559
Net Assets$397,596

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

2015

Revenue$459,533
Expenses$426,204
Net Income$33,329
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 16, 2016
Return Version
2015v2.1
Gross Receipts
$578,143
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$363,602$397,596▲ $33,994
Savings and Temporary Cash Investments$350,312$339,753▼ $10,559
Cash and Non-Interest-Bearing Accounts$2,961$17,340▲ $14,379
Land, Buildings, and Equipment, Net$12,760$9,284▼ $3,476
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$366,033$400,155▲ $34,122
Other Assets Total$0$33,778▲ $33,778
Liabilities
Other Liabilities$2,431$2,559▲ $128
Total Liabilities$2,431$2,559▲ $128
Net Assets / Fund Balance
Total Net Assets Fund Balance$363,602$397,596▲ $33,994
Total Liabilities and Net Assets / Fund Balance$366,033$400,155▲ $34,122

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$9,284$10,094$19,378
Other Assets Org$33,778--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Nancy LiebermanPresident
Deborah BowlesVice President
Aj BarkleyDirector
Brandon SteinerDirector
Daniel ChuDirector
David CampisiDirector
Heather CappsDirector
Kelly AccettaDirector
Marc AccettaDirector
Rob WechslerDirector
Ron TaylorDirector
William MaysDirector
Carla RosenbergSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$577,926
Program Service Revenue
$0
Investment Income
$217
Other Revenue
$-118,610
All Other Contributions
$118,262
Change in Net Assets
$33,329
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$269,555
Grants and Similar Amounts Paid$156,649
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$94,793--$94,793
Grants to Domestic Orgs$61,856--$61,856
All Other Expenses$16,396--$16,396
Fees for Services Accounting-$12,333-$12,333
Fees for Services Legal-$9,282-$9,282
Advertising$8,699--$8,699
Other Expenses$6,185$23,607-$6,185
Insurance-$5,414-$5,414
Depreciation Depletion-$3,476-$3,476
Office Expenses-$3,070-$3,070
Travel$1,966--$1,966
Total Functional Expenses$369,022$57,182$0$426,204
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Worldventures FoundationPlano, TX-Dreamcourt Program Assistance$61,856
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$118,610
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Ball Gala$350,543-$16,637-
Golf Tournament$109,121-$10,525-
Total Events$459,664-$118,610$-118,610
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$2,559
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 Charities
EIN
36-4642743
Phone
2149243784
Address
PO BOX 261233, PLANO, TX 75026

Signing Officer

Name
Nancy Lieberman
Title
President
Phone
2149243784
Signed
2016-05-16
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
46

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 665.

Raw XML AppendixShowing 400 of 494 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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IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
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IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0373345
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt033329
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0350312
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0339753
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt01625
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt039415
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt04715
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt052676
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt098431
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0577926
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0482467
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0320518
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt028916
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0105869
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01515696
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0217
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0148
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0120
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt022
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0507
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0217
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0148
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0120
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt022
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0507
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/InvestmentIncomePYPct00.00030
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.93470
IRS990ScheduleA/PublicSupportPY509Pct00.89980
IRS990ScheduleA/PublicSupportTotal509Amt01417265
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt01625
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt039415
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt04715
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt052676
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt098431
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0577926
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0482467
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0320518
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt028916
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0105869
IRS990ScheduleA/Total509Grp/TotalAmt01515696
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0578143
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0482615
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0320638
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt028938
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0105869
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01516203
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/BookValueAmt09284
IRS990ScheduleD/EquipmentGrp/DepreciationAmt010094
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt019378
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt033778
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE FROM NL
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02559
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARD PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt09284
IRS990ScheduleD/TotalBookValueOtherAssetsAmt033778
IRS990ScheduleD/TotalLiabilityAmt02559
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0459664
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0350543
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt0109121
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0118610
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt08311
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt08311
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BALL GALA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0350543
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0109121
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0459664
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-118610
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt012182
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt012182
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt027162
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt016637
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010525
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt054074
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt016881
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt070955
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt08813
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt123259
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt28841
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt320000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt42500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt52500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt610000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SAN DIEGO STATE UNIVERSITY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1BOOKS GIVEAWAY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2LAPTOP GIVEAWAYS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3YOUTH ASSISTANCE PROGRAMS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt4THE UNIVERSITY OF OKLAHOMA
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt5TEXAS A&M UNIVERSITY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt6THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt7UNIVERSITY OF TEXAS AT SAN ANTONIO
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt8UNIVERSITY OF TEXAS AT ARLINGTON
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt04076
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt114804
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0YSALDIVAR1 - 05/10/16 01:56PM WORKSHEET SCHEDULE I
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt11
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt21
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt31
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt41
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt52
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt61
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt71
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt81
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0RETAIL COST
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc1RETAIL COST
IRS990ScheduleI/RecipientTable/CashGrantAmt061856
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0DREAMCOURT PROGRAM ASSISTANCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WORLDVENTURES FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0272526240

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