NANCY LIEBERMAN CHARITIES (EIN 364642743) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2008

Legal Domicile

Principal Officer

NANCY LIEBERMAN

Phone

9724732121

Tax Period

2023-01-01 to 2023-12-31

NANCY LIEBERMAN CHARITIES, founded in 2008, is a community nonprofit in the Education sector that reported $1.3M in total revenue in fiscal year 2023.

Mission

TO PROVIDE A HEALTHY PHYSICAL, EMOTIONAL, AND MENTAL ENVIRONMENT FOR YOUNG GIRLS AND BOYS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,464,558

Program Service Revenue $0

Investment Income $51,615

Other Revenue $-214,434

TOTAL REVENUE $1,301,739

Expense Breakdown

Grants Paid $177,798

Salaries & Benefits $336,122

Fundraising Expenses $128,894

Program Expenses $1,175,013

Other Expenses $907,687

TOTAL EXPENSES $1,421,607

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,301,739	$1,274,977	+0.0%
Expenses	$1,421,607	$1,200,420	+0.2%
Net Income	$-119,868	$74,557	-2.6%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$135,000

Total Directors

$206,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NANCY LIEBERMAN	PRESIDENT	5.00	Officer Director	$135,000	$0	$135,000
CARLA ROSENBERG	VP/TREASURER	5.00	Officer Director	$0	$0	$0
KELLY SUAREZ	DIRECTOR	5.00	Director	$0	$0	$0
DEBORAH BOWLES	DIRECTOR	0.00	Director	$0	$0	$0
DAVID CAMPISI	DIRECTOR	0.00	Director	$0	$0	$0
ROBBIE CALLAWAY	DIRECTOR	0.00	Director	$0	$0	$0
DUSTIN LAMB	DIRECTOR	0.00	Director	$0	$0	$0
LESLIE RITTER	DIRECTOR	0.00	Director	$0	$0	$0
BRANDON STEINER	DIRECTOR	0.00	Director	$0	$0	$0
RON TAYLOR	DIRECTOR	0.00	Director	$0	$0	$0
STRATTON HORRES	DIRECTOR	0.00	Director	$0	$0	$0
SHELLEY ZALIS	DIRECTOR	0.00	Director	$0	$0	$0
TRACI CHOATE	SECRETARY	5.00	Director	$71,000	$0	$71,000
JAY YOUNG	DIRECTOR	0.00	Director	$0	$0	$0
DOUGLAS BEEBE	DIRECTOR	0.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$1,301,739	$1,421,607	$2,133,638	$-119,868
2022	$1,274,977	$1,200,420	$2,466,807	$74,557
2021	$1,318,170	$1,210,927	$2,649,774	$107,243
2020	$1,880,737	$1,011,394	$2,630,632	$869,343
2019	$1,764,972	$1,419,475	$1,962,775	$345,497
2018	$1,474,720	$1,194,409	$1,184,726	$280,311

NANCY LIEBERMAN CHARITIES