Dz Liebmann Fund 7428018
Dz Liebmann Fund consistently operates at a deficit, drawing from its $18M-$20M endowment to fund activities.
EIN: 133682433 · Chicago, IL · NTEE: B82 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $11.1M |
| Total Expenses | $1.4M |
| Program Spending | 90% |
| Net Assets | $19.0M |
| Transparency Score | 85/100 |
Is Dz Liebmann Fund 7428018 Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Dz Liebmann Fund 7428018 directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Dz Liebmann Fund 7428018
Dz Liebmann Fund 7428018 (EIN: 133682433) is a nonprofit organization based in Chicago, IL, classified under NTEE code B82. The organization reported total revenue of $11.1M and total assets of $18.8M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Dz Liebmann Fund 7428018's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Dz Liebmann Fund 7428018 is a large nonprofit that has been operating for 33 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -4.1%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $908K |
| Total Expenses | $1.4M |
| Surplus / Deficit | $-457,375 |
| Total Assets | $19.0M |
| Total Liabilities | $1 |
| Net Assets | $19.0M |
| Operating Margin | -50.4% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 166.7 months |
Financial Health Grade: B
In 2023, Dz Liebmann Fund 7428018 reported a deficit of $457K with expenses exceeding revenue, holds 166.7 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), Dz Liebmann Fund 7428018's revenue has declined at a compound annual growth rate (CAGR) of -4.1%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +114.9% | -8.5% | -2.4% |
| 2022 | -77.0% | +1.9% | -5.2% |
| 2021 | +33.7% | +4.0% | +2.0% |
| 2020 | +0.9% | +18.1% | -0.1% |
| 2019 | +79.1% | -37.6% | +6.8% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1993 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Dz Liebmann Fund 7428018 with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 90%
- fundraising: 0%
According to IRS 990 filings, Dz Liebmann Fund 7428018 allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $457K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
The organization reports 0% officer compensation across all available filings, suggesting either a volunteer-led executive team or that executive functions are managed without direct salary compensation from the organization's operational budget, which is highly efficient for a foundation of its size.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Dz Liebmann Fund 7428018's IRS 990 filings:
- Consistent annual operating deficits, with expenses frequently exceeding reported revenue (e.g., 2023 expenses $1,365,135 vs. revenue $907,760; 2022 expenses $1,491,868 vs. revenue $422,353), indicating reliance on endowment drawdowns.
- Significant fluctuations in annual revenue, suggesting potential volatility in investment returns or other income sources.
Strengths
The following positive indicators were identified for Dz Liebmann Fund 7428018:
- Strong and stable asset base, consistently between $18 million and $20 million, indicating long-term financial security.
- Extremely low liabilities (often $0 or $1) across all reported periods, demonstrating excellent financial management and no significant debt.
- 0% reported officer compensation, suggesting highly efficient executive leadership or volunteer-driven management.
- Consistent IRS 990 filing history over 10 periods, indicating good transparency and compliance.
- Likely high program spending ratio, given the nature of a private foundation and the absence of officer compensation, implying most expenses are for grants or mission-related activities.
Frequently Asked Questions about Dz Liebmann Fund 7428018
Is Dz Liebmann Fund 7428018 a legitimate charity?
Dz Liebmann Fund 7428018 (EIN: 133682433) is a registered tax-exempt nonprofit based in Illinois. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $11.1M. 2 red flags identified. 5 strengths noted. Financial health grade: B.
How does Dz Liebmann Fund 7428018 spend its money?
Dz Liebmann Fund 7428018 directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Dz Liebmann Fund 7428018 tax-deductible?
Dz Liebmann Fund 7428018 is registered as a tax-exempt nonprofit (EIN: 133682433). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How does Dz Liebmann Fund 7428018 compare to similar nonprofits?
With a transparency score of 85/100 (Excellent), Dz Liebmann Fund 7428018 is above average for NTEE category B82 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Dz Liebmann Fund 7428018 located?
Dz Liebmann Fund 7428018 is headquartered in Chicago, Illinois and files with the IRS under EIN 133682433. It is classified under NTEE code B82.
How many years of IRS 990 filings does Dz Liebmann Fund 7428018 have?
Dz Liebmann Fund 7428018 has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $11.1M in total revenue.
What are the specific program activities or grants made by the Dz Liebmann Fund?
The provided data does not detail the specific program activities or grants. As a private foundation (NTEE B82), its primary mission is typically grantmaking, but the beneficiaries or areas of focus are not specified here.
How does the organization manage to operate with consistent deficits without depleting its assets?
The organization likely operates as an endowment fund, where investment returns on its substantial assets ($18M-$20M) are used to cover expenses. The reported 'Revenue' figures likely represent a portion of these returns or other income, while the 'Expenses' represent grant disbursements and operational costs. The deficits indicate that annual disbursements and costs sometimes exceed the annual income, drawing down a small portion of the principal or accumulated gains, but the overall asset base remains robust.
What is the actual administrative overhead given the 0% officer compensation?
While officer compensation is 0%, administrative overhead would still include other costs like legal, accounting, office expenses, and potentially staff salaries not classified as 'officer compensation'. Without a detailed expense breakdown, the exact administrative ratio is not precisely determinable from the provided data, but the absence of officer salaries suggests a lean administrative structure.
Filing History
IRS 990 filing history for Dz Liebmann Fund 7428018 showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Dz Liebmann Fund 7428018's revenue has declined by 39.7%, moving from $1.5M to $908K. Total assets decreased by 5.8% over the same period, from $20.1M to $19.0M. Total functional expenses rose by 8.4%, from $1.3M to $1.4M. In its most recent filing year (2023), Dz Liebmann Fund 7428018 reported a deficit of $457K, with expenses exceeding revenue. The organization holds $1 in liabilities against $19.0M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $19.0M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $908K | $1.4M | $19.0M | $1 | — | View 990 |
| 2022 | $422K | $1.5M | $19.4M | $1 | — | View 990 |
| 2021 | $1.8M | $1.5M | $20.5M | $1 | — | — |
| 2020 | $1.4M | $1.4M | $20.1M | $1 | — | View 990 |
| 2019 | $1.4M | $1.2M | $20.1M | $1 | — | View 990 |
| 2015 | $759K | $1.9M | $18.8M | $0 | — | View 990 |
| 2014 | $1.3M | $1.3M | $20.0M | $0 | — | View 990 |
| 2013 | $1.6M | $1.5M | $19.9M | $0 | — | View 990 |
| 2012 | $944K | $1.2M | $19.8M | $0 | — | View 990 |
| 2011 | $1.5M | $1.3M | $20.1M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $908K, expenses of $1.4M, and assets of $19.0M (revenue +114.9% year-over-year).
- 2022: Revenue of $422K, expenses of $1.5M, and assets of $19.4M (revenue -77.0% year-over-year).
- 2021: Revenue of $1.8M, expenses of $1.5M, and assets of $20.5M (revenue +33.7% year-over-year).
- 2020: Revenue of $1.4M, expenses of $1.4M, and assets of $20.1M (revenue +0.9% year-over-year).
- 2019: Revenue of $1.4M, expenses of $1.2M, and assets of $20.1M (revenue +79.1% year-over-year).
- 2015: Revenue of $759K, expenses of $1.9M, and assets of $18.8M (revenue -43.1% year-over-year).
- 2014: Revenue of $1.3M, expenses of $1.3M, and assets of $20.0M (revenue -14.5% year-over-year).
- 2013: Revenue of $1.6M, expenses of $1.5M, and assets of $19.9M (revenue +65.2% year-over-year).
- 2012: Revenue of $944K, expenses of $1.2M, and assets of $19.8M (revenue -37.3% year-over-year).
- 2011: Revenue of $1.5M, expenses of $1.3M, and assets of $20.1M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Dz Liebmann Fund 7428018:
Data Sources and Methodology
This transparency report for Dz Liebmann Fund 7428018 is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.