Civic Intelligence

Liberty Home Association

990EZ • Fiscal year 2018 • EIN 31-6077724

Jan 01, 2018 to Dec 31, 2018 • Filed on May 02, 2019

Organization ProfileNA
2361 Hamilton-cleves RoadHamilton, OH 45013

(513) 490-7297

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

54th percentile

0.00x

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

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Net Margin

66th percentile

8.3%

Higher net margin than 66% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Asset Growth

59th percentile

4.5%

Faster asset growth than 59% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

89th percentile

33%

Faster revenue growth than 89% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$119,848

Up $5,130 (+4.5%) from 2017

Net Assets

Up

$119,848

Up $5,130 (+4.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin66th percentile

Revenue

Up

$61,578

Up $15,117 (+33%) from 2017

Expenses

Down

$56,448

Down $11,137 (-16%) from 2017

Net Income

Up

$5,130

Up $26,254 (+124%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$200K$150K$100K$50K$0Assets 2012: $143,149Net Assets 2012: $143,1492012Assets 2014: $133,759Net Assets 2014: $133,7592014Assets 2015: $118,318Liabilities 2015: $0Net Assets 2015: $118,3182015Assets 2016: $135,842Liabilities 2016: $0Net Assets 2016: $135,8422016Assets 2017: $114,718Liabilities 2017: $0Net Assets 2017: $114,7182017Assets 2018: $119,848Liabilities 2018: $0Net Assets 2018: $119,8482018Assets 2019: $133,771Liabilities 2019: $0Net Assets 2019: $133,7712019Assets 2020: $114,354Liabilities 2020: $0Net Assets 2020: $114,3542020Assets 2021: $122,440Liabilities 2021: $0Net Assets 2021: $122,4402021Assets 2022: $120,919Liabilities 2022: $0Net Assets 2022: $120,9192022Assets 2023: $156,156Liabilities 2023: $0Net Assets 2023: $156,1562023Assets 2024: $167,542Liabilities 2024: $0Net Assets 2024: $167,5422024

Highlighted filing

2018

Assets$119,848
Liabilities$0
Net Assets$119,848
Open 2018 Filing

Operations Trend

Revenue Growth89th percentile

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

$100K$50K$0-$50KRevenue 2012: $30,960Expenses 2012: $43,118Net Income 2012: -$12,1582012Revenue 2014: $53,852Expenses 2014: $50,576Net Income 2014: $3,2762014Revenue 2015: $43,203Expenses 2015: $58,644Net Income 2015: -$15,4412015Revenue 2016: $84,553Expenses 2016: $67,029Net Income 2016: $17,5242016Revenue 2017: $46,461Expenses 2017: $67,585Net Income 2017: -$21,1242017Revenue 2018: $61,578Expenses 2018: $56,448Net Income 2018: $5,1302018Revenue 2019: $66,482Expenses 2019: $52,559Net Income 2019: $13,9232019Revenue 2020: $10,485Expenses 2020: $29,902Net Income 2020: -$19,4172020Revenue 2021: $38,341Expenses 2021: $30,255Net Income 2021: $8,0862021Revenue 2022: $31,394Expenses 2022: $32,915Net Income 2022: -$1,5212022Revenue 2023: $78,211Expenses 2023: $42,974Net Income 2023: $35,2372023Revenue 2024: $41,116Expenses 2024: $29,730Net Income 2024: $11,3862024

Highlighted filing

2018

Revenue$61,578
Expenses$56,448
Net Income$5,130
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 2, 2019
Return Version
2018v3.1
Gross Receipts
$86,747
Mission and Program Overview

Mission

SOCIAL ORGANIZATION

Program Services

DescriptionGrantsExpenses
SOCIAL ORGANIZATION--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KLAUS GIESEPresidentPT$0--
MELISSA BACKSCHEIDERVice PresidentPT$0--
PAT WAGONFIELDTreasurerPT$0--
LOIS JACOBSSecretaryPT$0--
DEBBIE CHAPMANTrustee-$0--
LEON BAILYTrustee-$0--
STEPHAN SCHWEGMANNTrustee-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Octoberfest$81,218$81,218$25,169$56,049
Total Events$81,218$81,218$25,169$56,049
Filing and Contact Details

Filer

Filer Name
Liberty Home Association
EIN
31-6077724
Address
2361 HAMILTON-CLEVES ROAD, HAMILTON, OH 45013

Signing Officer

Name
Pat Wagonfield
Title
Treasurer
Phone
5134907297
Signed
2019-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Swords and Williams CPAs
Address
7801 North Dixie Dr, Dayton, OH 45414-2779
Preparer
Todd M Williams
Phone
9378989196
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountmicellaneous 2,958”

Description of other expenses Part I line 16

“Description amountadvertising & promotion 2,438supplies 15,999equipment rental 8,660fees & bank charges 369gifts & donations 5,065permits 2,637entertainment 450food & dining 444refunds from rentals 900”

Raw XML Appendix150 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0PAT WAGONFIELD
IRS990EZ/BooksInCareOfDetail/PhoneNum05134907297
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02361 HAMILTON-CLEVES ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HAMILTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045013
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0114718
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0119848
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05130
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0114718
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0119848
IRS990EZ/FundraisingGrossIncomeAmt081218
IRS990EZ/GrossReceiptsAmt086747
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0891
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01680
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0114718
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0119848
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0114718
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0119848
IRS990EZ/OccupancyRentUtltsAndMaintAmt019186
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KLAUS GIESE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MELISSA BACKSCHEIDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PAT WAGONFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LOIS JACOBS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DEBBIE CHAPMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LEON BAILY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6STEPHAN SCHWEGMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt036962
IRS990EZ/OtherRevenueTotalAmt02958
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SOCIAL ORGANIZATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SOCIAL ORGANIZATION
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt025169
IRS990EZ/SpecialEventsNetIncomeLossAmt056049
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt056448
IRS990EZ/TotalRevenueAmt061578
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0NA
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt025169
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0OCTOBERFEST
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt081218
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt081218
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt081218
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt081218
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt056049
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt025169
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt025169
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTMICELLANEOUS 2,958
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTADVERTISING & PROMOTION 2,438SUPPLIES 15,999EQUIPMENT RENTAL 8,660FEES & BANK CHARGES 369GIFTS & DONATIONS 5,065PERMITS 2,637ENTERTAINMENT 450FOOD & DINING 444REFUNDS FROM RENTALS 900
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAT WAGONFIELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05134907297
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIBERTY HOME ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0LIBE
ReturnHeader/Filer/EIN0316077724
ReturnHeader/Filer/USAddress/AddressLine1Txt02361 HAMILTON-CLEVES ROAD
ReturnHeader/Filer/USAddress/CityNm0HAMILTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045013
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A612939086CBC197D4A8AD3918DCB1AD1123F9C7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A612939086CBC197D4A8AD3918DCB1AD1123F9C7
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03140942019126bj1hynu
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-05-06
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.155.139.58
ReturnHeader/FilingSecurityInformation/IPDt02019-05-06
ReturnHeader/FilingSecurityInformation/IPTm015:36:05
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311116327
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Swords and Williams CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07801 North Dixie Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dayton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0454142779
ReturnHeader/PreparerPersonGrp/PhoneNum09378989196
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Todd M Williams
ReturnHeader/ReturnTs02019-05-03T08:41:30-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$119,848
Liabilities
$0
Net assets
$119,848
Revenue
$61,578
Expenses
$56,448
Net income
$5,130
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.41$0.30$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.78$0.43$0.35
2022Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.31$0.33$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.38$0.30$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.10$0.30$0.19
2019Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.66$0.53$0.14
2018Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.62$0.56$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.46$0.68$0.21
2016Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.85$0.67$0.18
2015Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.43$0.59$0.15
2014Detailed filing. Detailed filing data is available for this year.$1.34$1.34$0.54$0.51$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.43$1.43$0.31$0.43$0.12