Civic Intelligence

Liberty Giving Tree Inc.

990PF • Fiscal year 2016 • EIN 27-1462754

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization Profile
122 Defense HwyAnnapolis, MD 21401

(202) 585-4000

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

2nd percentile

-677%

Higher net margin than 2% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

12th percentile

-12%

Faster asset growth than 12% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

81st percentile

29%

Faster revenue growth than 81% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$734,438

Down $102,366 (-12%) from 2015

Net Assets

Down

$734,438

Down $102,366 (-12%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin2nd percentile

Revenue

Up

$15,131

Up $3,432 (+29%) from 2015

Expenses

Down

$117,497

Down $182,127 (-61%) from 2015

Net Income

Up

-$102,366

Up $185,559 (+64%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$1.0M$500K$0Assets 2015: $836,804Liabilities 2015: $0Net Assets 2015: $836,8042015Assets 2016: $734,438Liabilities 2016: $0Net Assets 2016: $734,4382016Assets 2017: $626,648Liabilities 2017: $0Net Assets 2017: $626,6482017Assets 2018: $649,602Liabilities 2018: $0Net Assets 2018: $649,6022018Assets 2019: $607,684Liabilities 2019: $0Net Assets 2019: $607,6842019Assets 2020: $621,638Liabilities 2020: $0Net Assets 2020: $621,6382020Assets 2021: $637,434Liabilities 2021: $0Net Assets 2021: $637,4342021Assets 2022: $650,837Liabilities 2022: $0Net Assets 2022: $650,8372022Assets 2023: $665,632Liabilities 2023: $0Net Assets 2023: $665,6322023Assets 2024: $662,711Liabilities 2024: $0Net Assets 2024: $662,7112024

Highlighted filing

2016

Assets$734,438
Liabilities$0
Net Assets$734,438
Open 2016 Filing

Operations Trend

Revenue Growth81st percentile

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

$400K$200K$0-$200K-$400KRevenue 2015: $11,699Expenses 2015: $299,624Net Income 2015: -$287,9252015Revenue 2016: $15,131Expenses 2016: $117,497Net Income 2016: -$102,3662016Revenue 2017: $88Expenses 2017: $107,878Net Income 2017: -$107,7902017Revenue 2018: $24,061Expenses 2018: $1,107Net Income 2018: $22,9542018Revenue 2019: $9,013Expenses 2019: $50,931Net Income 2019: -$41,9182019Revenue 2020: $14,584Expenses 2020: $630Net Income 2020: $13,9542020Revenue 2021: $19,477Expenses 2021: $3,681Net Income 2021: $15,7962021Revenue 2022: $21,124Expenses 2022: $7,721Net Income 2022: $13,4032022Revenue 2023: $19,539Expenses 2023: $4,744Net Income 2023: $14,7952023Revenue 2024: $17,901Expenses 2024: $20,822Net Income 2024: -$2,9212024

Highlighted filing

2016

Revenue$15,131
Expenses$117,497
Net Income-$102,366
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dorothy K FitzgeraldPresident-$0--
Alexandra K FitzgeraldVice President-$0--
Filing and Contact Details

Filer

Filer Name
Liberty Giving Tree Inc
EIN
27-1462754
Phone
2025854000
Address
122 Defense Hwy, Annapolis, MD 21401

Signing Officer

Name
Dorothy K Fitzgerald
Title
CPA
Signed
2017-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Kupstas & Kupstas LLC
Address
1833-F Forest Drive, Annapolis, MD 21401
Preparer
Thomas F Kupstas
Phone
4102685808
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0922806
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt080907
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0298000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0332614
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0198176
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt013109
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0116775
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt080907
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0922806
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0841899
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/Amt0117
TaxesSchedule/TaxesDetail/CategoryTxt0Income tax
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Dorothy K Fitzgerald
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CPA
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Liberty Giving Tree Inc
ReturnHeader/Filer/BusinessNameControlTxt0LIBE
ReturnHeader/Filer/EIN0271462754
ReturnHeader/Filer/PhoneNum02025854000
ReturnHeader/Filer/USAddress/AddressLine1Txt0122 Defense Hwy
ReturnHeader/Filer/USAddress/CityNm0Annapolis
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021401
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kupstas & Kupstas LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01833-F Forest Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Annapolis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021401
ReturnHeader/PreparerPersonGrp/PhoneNum04102685808
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas F Kupstas
ReturnHeader/ReturnTs02017-11-15T07:33:44-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$734,438
Liabilities
$0
Net assets
$734,438
Revenue
$15,131
Expenses
$117,497
Net income
-$102,366
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.63$0.00$6.63$0.18$0.21$0.03
2023Detailed filing. Detailed filing data is available for this year.$6.66$0.00$6.66$0.20$0.05$0.15
2022Detailed filing. Detailed filing data is available for this year.$6.51$0.00$6.51$0.21$0.08$0.13
2021Detailed filing. Detailed filing data is available for this year.$6.37$0.00$6.37$0.19$0.04$0.16
2020Detailed filing. Detailed filing data is available for this year.$6.22$0.00$6.22$0.15$0.01$0.14
2019Detailed filing. Detailed filing data is available for this year.$6.08$0.00$6.08$0.09$0.51$0.42
2018Detailed filing. Detailed filing data is available for this year.$6.50$0.00$6.50$0.24$0.01$0.23
2017Detailed filing. Detailed filing data is available for this year.$6.27$0.00$6.27$0.00$1.08$1.08
2016Detailed filing. Detailed filing data is available for this year.$7.34$0.00$7.34$0.15$1.17$1.02
2015Detailed filing. Detailed filing data is available for this year.$8.37$0.00$8.37$0.12$3.00$2.88