Civic Intelligence

Liberty Townhomes Association Co Wayne Stolt

990EZ • Fiscal year 2017 • EIN 20-4706158

Jan 01, 2017 to Dec 31, 2017 • Filed on May 07, 2018

Organization ProfileN/A
14 Liberty StNew Ulm, MN 56073

(507) 217-9991

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

81st percentile

22%

Higher net margin than 81% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

73rd percentile

13%

Faster asset growth than 73% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

35th percentile

-7.2%

Faster revenue growth than 35% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$24,885

Up $2,881 (+13%) from 2016

Net Assets

Up

$24,885

Up $2,881 (+13%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin81st percentile

Revenue

Down

$12,962

Down $1,000 (-7.2%) from 2016

Expenses

Down

$10,081

Down $2,334 (-19%) from 2016

Net Income

Up

$2,881

Up $1,334 (+86%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40K$30K$20K$10K$0Assets 2011: $15,304Liabilities 2011: $0Net Assets 2011: $15,3042011Assets 2012: $16,033Liabilities 2012: $0Net Assets 2012: $16,0332012Assets 2013: $17,098Liabilities 2013: $0Net Assets 2013: $17,0982013Assets 2014: $16,765Liabilities 2014: $0Net Assets 2014: $16,7652014Assets 2015: $20,457Liabilities 2015: $0Net Assets 2015: $20,4572015Assets 2016: $22,004Liabilities 2016: $0Net Assets 2016: $22,0042016Assets 2017: $24,885Liabilities 2017: $0Net Assets 2017: $24,8852017Assets 2018: $15,876Liabilities 2018: $0Net Assets 2018: $15,8762018Assets 2019: $14,072Liabilities 2019: $0Net Assets 2019: $14,0722019Assets 2020: $21,921Liabilities 2020: $0Net Assets 2020: $21,9212020Assets 2021: $28,614Liabilities 2021: $0Net Assets 2021: $28,6142021Assets 2022: $34,051Liabilities 2022: $0Net Assets 2022: $34,0512022Assets 2023: $19,774Liabilities 2023: $0Net Assets 2023: $19,7742023Assets 2024: $23,067Liabilities 2024: $0Net Assets 2024: $23,0672024

Highlighted filing

2017

Assets$24,885
Liabilities$0
Net Assets$24,885
Open 2017 Filing

Operations Trend

Revenue Growth35th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40K$20K$0-$20KRevenue 2011: $14,681Expenses 2011: $9,795Net Income 2011: $4,8862011Revenue 2012: $11,888Expenses 2012: $11,159Net Income 2012: $7292012Revenue 2013: $12,031Expenses 2013: $10,966Net Income 2013: $1,0652013Revenue 2014: $12,815Expenses 2014: $13,148Net Income 2014: -$3332014Revenue 2015: $14,054Expenses 2015: $10,362Net Income 2015: $3,6922015Revenue 2016: $13,962Expenses 2016: $12,415Net Income 2016: $1,5472016Revenue 2017: $12,962Expenses 2017: $10,081Net Income 2017: $2,8812017Revenue 2018: $14,998Expenses 2018: $24,007Net Income 2018: -$9,0092018Revenue 2019: $20,020Expenses 2019: $21,824Net Income 2019: -$1,8042019Revenue 2020: $24,659Expenses 2020: $16,810Net Income 2020: $7,8492020Revenue 2021: $25,571Expenses 2021: $18,878Net Income 2021: $6,6932021Revenue 2022: $25,933Expenses 2022: $20,496Net Income 2022: $5,4372022Revenue 2023: $24,249Expenses 2023: $38,526Net Income 2023: -$14,2772023Revenue 2024: $20,554Expenses 2024: $17,261Net Income 2024: $3,2932024

Highlighted filing

2017

Revenue$12,962
Expenses$10,081
Net Income$2,881
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 7, 2018
Return Version
2017v2.2
Gross Receipts
$12,962
Mission and Program Overview

Mission

Homeowner's association formed for the purpose of maintaining common areas of a housing development.

Program Services

DescriptionGrantsExpenses
MAINTAINING COMMON AREAS INCLUDING LAWN CARE AND PAYMENT OF INSURANCE.$0$9,621
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL BRENNANPresident-$0--
JOANNE CHRISTENSENSecretary-$0--
MITCH MORETreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Liberty Townhomes Association
EIN
20-4706158
Phone
5072179991
Address
14 LIBERTY ST, NEW ULM, MN 56073

Signing Officer

Name
Carol Brennan
Title
President
Phone
5072179991
Signed
2018-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Karla Havemeier Ltd
Address
107 S BROADWAY, NEW ULM, MN 56073
Preparer
Karla Havemeier CPA
Phone
5073547699
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 57.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: insurance. Amount: 4,200.”

Raw XML Appendix118 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0CAROL BRENNAN
IRS990EZ/BooksInCareOfDetail/PhoneNum05072179991
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt014 LIBERTY ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEW ULM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd056073
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022004
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024885
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt02881
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0425
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022004
IRS990EZ/Form990TotalAssetsGrp/EOYAmt024885
IRS990EZ/GrossReceiptsAmt012962
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt057
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt012905
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022004
IRS990EZ/NetAssetsOrFundBalancesEOYAmt024885
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022004
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024885
IRS990EZ/OccupancyRentUtltsAndMaintAmt05421
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CAROL BRENNAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOANNE CHRISTENSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MITCH MORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt04200
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0HOMEOWNER'S ASSOCIATION FORMED FOR THE PURPOSE OF MAINTAINING COMMON AREAS OF A HOUSING DEVELOPMENT.
IRS990EZ/PrintingPublicationsPostageAmt035
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MAINTAINING COMMON AREAS INCLUDING LAWN CARE AND PAYMENT OF INSURANCE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09621
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MN
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt010081
IRS990EZ/TotalProgramServiceExpensesAmt09621
IRS990EZ/TotalRevenueAmt012962
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 57.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: INSURANCE. AMOUNT: 4,200.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL BRENNAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05072179991
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIBERTY TOWNHOMES ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O CAROL BRENNAN
ReturnHeader/Filer/BusinessNameControlTxt0LIBE
ReturnHeader/Filer/EIN0204706158
ReturnHeader/Filer/PhoneNum05072179991
ReturnHeader/Filer/USAddress/AddressLine1Txt014 LIBERTY ST
ReturnHeader/Filer/USAddress/CityNm0NEW ULM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd056073
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06CAC72D91E00DFD8E5C35B52235B710980362FF4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06CAC72D91E00DFD8E5C35B52235B710980362FF4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.95.70.237
ReturnHeader/FilingSecurityInformation/IPDt02018-05-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:35:24
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203836344
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KARLA HAVEMEIER LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0107 S BROADWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW ULM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd056073
ReturnHeader/PreparerPersonGrp/PhoneNum05073547699
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KARLA HAVEMEIER CPA
ReturnHeader/ReturnTs02018-05-09T08:59:07-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,885
Liabilities
$0
Net assets
$24,885
Revenue
$12,962
Expenses
$10,081
Net income
$2,881
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$23.1$0.00$23.1$20.6$17.3$3.29
2023Detailed filing. Detailed filing data is available for this year.$19.8$0.00$19.8$24.2$38.5$14.3
2022Detailed filing. Detailed filing data is available for this year.$34.1$0.00$34.1$25.9$20.5$5.44
2021Detailed filing. Detailed filing data is available for this year.$28.6$0.00$28.6$25.6$18.9$6.69
2020Detailed filing. Detailed filing data is available for this year.$21.9$0.00$21.9$24.7$16.8$7.85
2019Detailed filing. Detailed filing data is available for this year.$14.1$0.00$14.1$20.0$21.8$1.80
2018Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$15.0$24.0$9.01
2017Detailed filing. Detailed filing data is available for this year.$24.9$0.00$24.9$13.0$10.1$2.88
2016Detailed filing. Detailed filing data is available for this year.$22.0$0.00$22.0$14.0$12.4$1.55
2015Detailed filing. Detailed filing data is available for this year.$20.5$0.00$20.5$14.1$10.4$3.69
2014Detailed filing. Detailed filing data is available for this year.$16.8$0.00$16.8$12.8$13.1$0.33
2013Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$12.0$11.0$1.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.0$0.00$16.0$11.9$11.2$0.73
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.3$0.00$15.3$14.7$9.80$4.89
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)4 • <$500k nonprofits