Lieberman Jay M & Joan K Charitable Fund
501(c)(3) Donations tax-deductible
Only null% goes to programs Strong reserves Growing revenue
Lieberman Jay M & Joan K Charitable Fund is a 501(c)(3) organization based in Longboat Key, Florida, registered in 1991, with $38,201 in FY2024 revenue. CharityIndex grades it C.
2410 Harbourside Dr Apt 113, Longboat Key, FL, 34228 EIN 39-1686098 Since 1991
Revenue (FY2024)
$38K
▲ 69.3% vs prior year
Expenses (FY2024)
$44K
Net assets
$178K
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Lieberman Jay M & Joan K Charitable Fund— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
C+Financial health25% of the rating49 mo reserves · -15% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Lieberman Jay M & Joan K Charitable Fund: 49 mo reserves · -15% margin earns a C+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Lieberman Jay M & Joan K Charitable Fund— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Lieberman Jay M & Joan K Charitable Fund: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 2410 Harbourside Dr Apt 113, Longboat Key, FL, 34228
- City
- Longboat Key
- State
- Florida
- Category
- —
- Subcategory
- —
Financial trends
Revenue declined from $103K (FY2014) to $38K (FY2024) across 10 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $178K
Operating margin
-14.8%
Spent more than it raised in the latest fiscal year.
Total assets
$178K
Total liabilities
$0
Net assets
$178K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $38,201▲69.3% | $43,872▼45.3% | $177,563▼3.1% | $177,563▼3.2% | 990PF |
| 2023 | $22,560▼55.7% | $80,167▲33.9% | $183,234▼23.9% | $183,351▼23.9% | 990PF |
| 2022 | $50,869▲77.5% | $59,861▼24.1% | $240,841▼3.6% | $240,841▼3.6% | 990PF |
| 2021 | $28,665▲0.8% | $78,828▼30.5% | $249,833▼16.7% | $249,833▼16.7% | 990PF |
| 2020 | $28,449▼43.7% | $113,425▲31.9% | $299,996▼22.1% | $299,996▼22.1% | 990PF |
| 2019 | $50,552▼57.2% | $86,013▼10.5% | $384,972▼8.4% | $384,972▼8.5% | 990PF |
| 2018 | $118,198▲331% | $96,053▲6.0% | $420,433▲5.6% | $420,700▲5.6% | 990PF |
| 2017 | $27,396▲53818% | $90,601▼11.4% | $398,288▼13.7% | $398,288▼13.7% | 990PF |
| 2016 | -$51▼100% | $102,252▲26.1% | $461,493▼20.3% | $461,568▼20.4% | 990PF |
| 2014 | $102,860 | $81,079▲44.4% | $579,039▲17.1% | $579,536▲17.2% | 990PF |
| 2010 | — | $56,158 | $494,322 | $494,359 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Frequently asked questions
- Is Lieberman Jay M & Joan K Charitable Fund a legitimate nonprofit?
- Yes. Lieberman Jay M & Joan K Charitable Fund is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 39-1686098, based in Longboat Key, Florida. Donations are tax-deductible.
- What is Lieberman Jay M & Joan K Charitable Fund's EIN?
- Lieberman Jay M & Joan K Charitable Fund's Employer Identification Number (EIN) is 39-1686098.
- How much revenue does Lieberman Jay M & Joan K Charitable Fund report?
- Lieberman Jay M & Joan K Charitable Fund reported $38,201 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Lieberman Jay M & Joan K Charitable Fund have?
- CharityIndex grades Lieberman Jay M & Joan K Charitable Fund C, based on financial health (reserves and operating margin).
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Data for Lieberman Jay M & Joan K Charitable Fund (EIN 39-1686098) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.