Totals
- Total revenue
- $3,762,944
- Total expenses
- $3,005,412
- Contributions and grants received
- $3,326,725
- Grants paid
- $4,890
- Program service revenue
- $317,477
- Investment income
- $147,873
- Other revenue
- -$29,131
- Total assets, end of year
- $29,226,062
- Total liabilities, end of year
- $795,406
- Net assets or fund balances, end of year
- $28,430,656
- Program services expenses (Part IX)
- $2,021,827
- Management and general expenses
- $682,022
- Fundraising expenses
- $301,563
- Program service expenses (Part III)
- $2,021,827
Program services were 67.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$2,306,596
-
1d · Related organizations
$200,000
-
1e · Government grants (contributions)
$580,761
-
1f · All other contributions, gifts and grants
$239,368
-
1g · Noncash contributions included above
$10,068
-
2a · Program service revenue: EDUCATION PROGRAMS
total $317,477 · related or exempt $317,477
-
3 · Investment income
total $237,656 · excluded $237,656
-
7a · Gross sales of assets other than inventory
securities $2,921,974
-
7b · Less cost or other basis and sales expenses
securities $3,011,757
-
7c · Gain or loss
securities -$89,783
-
7d · Net gain or loss
total -$89,783 · excluded -$89,783
-
8a · Fundraising events: gross income
$428,789
-
8a · Fundraising events: contributions included on line 1c
$2,306,596
-
8b · Fundraising events: direct expenses
$428,789
-
8c · Net income from fundraising events
total $0
-
11a · Other revenue: OTHER INCOME
total $1,387 · related or exempt $1,387
-
11b · Other revenue: OTHER INVESTMENT INCOME
total -$30,518 · excluded -$30,518
-
11e · Other revenue, total
-$29,131
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $4,890 · program services $4,890
-
5 · Compensation of officers, directors and key employees
total $318,903 · program services $191,342 · management and general $95,671 · fundraising $31,890
-
7 · Other salaries and wages
total $963,383 · program services $677,379 · management and general $222,909 · fundraising $63,095
-
8 · Pension plan contributions
total $32,931 · program services $19,505 · management and general $10,575 · fundraising $2,851
-
9 · Other employee benefits
total $80,324 · program services $57,390 · management and general $20,734 · fundraising $2,200
-
10 · Payroll taxes
total $89,994 · program services $61,690 · management and general $21,906 · fundraising $6,398
-
11b · Fees: legal
total $126,557 · program services $101,246 · fundraising $25,311
-
11c · Fees: accounting
total $111,357 · management and general $111,357
-
11g · Fees: other
total $334,240 · program services $264,293 · management and general $57,857 · fundraising $12,090
-
12 · Advertising and promotion
total $33,395 · management and general $33,096 · fundraising $299
-
13 · Office expenses
total $3,525 · program services $2,217 · management and general $981 · fundraising $327
-
14 · Information technology
total $67,377 · program services $22,938 · management and general $22,220 · fundraising $22,219
-
16 · Occupancy
total $195,371 · program services $162,202 · management and general $24,877 · fundraising $8,292
-
17 · Travel
total $62,725 · program services $57,653 · management and general $2,014 · fundraising $3,058
-
19 · Conferences, conventions and meetings
total $6,798 · program services $6,798
-
22 · Depreciation, depletion and amortization
total $118,918 · program services $112,833 · management and general $4,619 · fundraising $1,466
-
23 · Insurance
total $46,756 · program services $38,143 · management and general $7,591 · fundraising $1,022
-
24a · Other expenses: PHOTOGRAPHY AND VIDEOGR
total $104,552 · program services $49,621 · fundraising $54,931
-
24b · Other expenses: PRINTING AND PUBLICATIO
total $50,091 · program services $1,344 · management and general $13,337 · fundraising $35,410
-
24c · Other expenses: REPAIRS AND MAINTENANCE
total $43,513 · program services $43,513
-
24d · Other expenses: PROGRAM DEVELOPMENT
total $34,412 · program services $34,412
-
24e · All other expenses
total $175,400 · program services $112,418 · management and general $32,278 · fundraising $30,704
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $134,829 · end of year $152,582
-
2 · Savings and temporary cash investments
beginning of year $7,151,351 · end of year $4,087,045
-
3 · Pledges and grants receivable
beginning of year $2,297,000 · end of year $134,300
-
4 · Accounts receivable
beginning of year $33,650 · end of year $84,076
-
9 · Prepaid expenses and deferred charges
beginning of year $86,378 · end of year $203,392
-
10a · Land, buildings and equipment: cost or other basis
$8,540,058
-
10b · Land, buildings and equipment: accumulated depreciation
$1,580,878
-
10c · Land, buildings and equipment, net
beginning of year $6,660,945 · end of year $6,959,180
-
11 · Investments: publicly traded securities
beginning of year $7,698,892 · end of year $2,924,501
-
12 · Investments: other securities
beginning of year $6,238,482 · end of year $14,188,187
-
15 · Other assets
beginning of year $210,708 · end of year $492,799
-
17 · Accounts payable and accrued expenses
beginning of year $106,358 · end of year $165,218
-
19 · Deferred revenue
beginning of year $332,534 · end of year $284,528
-
25 · Other liabilities
beginning of year $80,688 · end of year $345,660
-
27 · Net assets without donor restrictions
beginning of year $23,269,540 · end of year $24,504,448
-
28 · Net assets with donor restrictions
beginning of year $6,723,115 · end of year $3,926,208
Mission and programs · 2022
Mission
LION GLOBAL FOUNDATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE (INCLUDING WITHOUT LIMITATION, CIVIC AND CULTURAL), RELIGIOUS, SCIENTIFIC AND EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MIZEL INSTITUTE'S MISSION IS TO DEVELOP A MORE EDUCATED, CONSCIENTIOUS AND EMPOWERED COMMUNITY. IT ACHIEVES ITS MISSION THROUGH DYNAMIC CULTURAL AND EDUCATIONAL PROGRAMMING AT THE MIZEL MUSEUM AND THE COUNTERTERRORISM EDUCATION LEARNING LAB.
Activities or mission (Part I)
LION GLOBAL FOUNDATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE (INCLUDING WITHOUT LIMITATION, CIVIC AND CULTURAL), RELIGIOUS, SCIENTIFIC AND EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.
-
CULTURAL AND EDUCATIONAL TOURS, PROGRAMS, AND SPECIAL EVENTS - SERVING YOUTH THROUGH SENIORS. ESTIMATED NUMBER OF USERS 100,000 ANNUALLY.
Expenses $2,021,827 · Grants $4,890 · Revenue $318,864
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Larry A MizelLARRY A MIZEL
CHAIRMAN, DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
James LustigJAMES LUSTIG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Arlene HirschfeldARLENE HIRSCHFELD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Michael PollakMICHAEL POLLAK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Anne HillaryANNE HILLARY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Michael BurgMICHAEL BURG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Courtney MizelCOURTNEY MIZEL
VICE PRESIDENT, DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Richard SapkinRICHARD SAPKIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Andrew MillerANDREW MILLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Walter IsenbergWALTER ISENBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Blair RichardsonBLAIR RICHARDSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Herb BuchwaldHERB BUCHWALD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David MandarichDAVID MANDARICH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David CohenDAVID COHEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
John IkardJOHN IKARD
TREASURER, DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David EnglebergDAVID ENGLEBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Carrie DelimaCARRIE DELIMA
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Melanie PearlmanMELANIE PEARLMAN
PRESIDENT/CEO
- Total calculated
- $339,750
- From this org
- $321,143
- From related orgs
- $0
- Other
- $18,607
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $271,143
- Bonus
- $50,000
- Other
- $0
- Deferred
- $12,200
- Nontaxable benefits
- $6,407
- Filer's total
- $339,750
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 2 · Substantiation required before reimbursing expenses
- 3 · Approval by the board or compensation committee
- 7 · Other non-fixed payments
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3
- COMPENSATION OF THE FOUNDATION'S EXECUTIVE DIRECTOR, MS. PEARLMAN, IS REVIEWED AND APPROVED BY INDEPENDENT BOARD MEMBERS OF THE FOUNDATION. COMPENSATION IS DETERMINED BY REVIEW OF KEY EMPLOYEE COMPENSATION OF COMPARABLE NONPROFITS. DETAILS REGARDING THE COMPENSATION ARRANGEMENTS ARE DOCUMENTED AND MAINTAINED BY THE FOUNDATION.
- PART I, LINE 7
- THE FOUNDATION'S EXECUTIVE DIRECTOR, MS. PEARLMAN, WAS PAID A BONUS THAT WAS REVIEWED AND APPROVED BY INDEPENDENT BOARD MEMBERS OF THE FOUNDATION. DETAILS OF THE BONUS ARE DOCUMENTED AND MAINTAINED BY THE FOUNDATION.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
MDCRICHMOND AMERICAN HOMES FOUNDATION
501(C)(3) · NONPROFIT - SUPPORTING ORGANIZATION · CO
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
FARM VENTURES I LLC
INVESTMENT IN RAW LAND · CO · income $995 · assets $596,547
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 13 June 2023
- IRS schema version
- 2022v5.0
- Source object
- 202321649349301432
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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