Civic Intelligence

Liberty Home Association

990EZ • Fiscal year 2019 • EIN 31-6077724

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

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.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

53rd percentile

0.00x

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

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Net Margin

85th percentile

21%

Higher net margin than 85% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Asset Growth

73rd percentile

12%

Faster asset growth than 73% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

68th percentile

8.0%

Faster revenue growth than 68% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$133,771

Up $13,923 (+12%) from 2018

Net Assets

Up

$133,771

Up $13,923 (+12%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin85th percentile

Revenue

Up

$66,482

Up $4,904 (+8.0%) from 2018

Expenses

Down

$52,559

Down $3,889 (-6.9%) from 2018

Net Income

Up

$13,923

Up $8,793 (+171%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2019

Assets$133,771
Liabilities$0
Net Assets$133,771
Open 2019 Filing

Operations Trend

Revenue Growth68th 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

2019

Revenue$66,482
Expenses$52,559
Net Income$13,923
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.1
Gross Receipts
$89,530
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--
LAURA WILSONTreasurerPT$0--
LOIS JACOBSSecretaryPT$0--
DEBBIE CHAPMANTrustee-$0--
LEON BAILYTrustee-$0--
STEPHAN SCHWEGMANNTrustee-$0--
PAT WAGONFIELDPast Treasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Octoberfest$86,688$86,688$23,048$63,640
Total Events$86,688$86,688$23,048$63,640
Filing and Contact Details

Filer

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

Signing Officer

Name
Laura Wilson
Title
Treasurer
Phone
5134907297
Signed
2020-11-13
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 416”

Description of other expenses Part I line 16

“Description amountadvertising & promotion 2,524supplies 11,739equipment rental 7,193gifts & donations 4,305permits 2,639entertainment 500sales tax 127refunds from rentals 450”

Raw XML Appendix155 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/PersonNm0LAURA WILSON
IRS990EZ/BooksInCareOfDetail/PhoneNum05134907297
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02361 HAMILTON-CLEVES ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HAMILTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045013
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0119848
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0133771
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013923
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0119848
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0133771
IRS990EZ/FundraisingGrossIncomeAmt086688
IRS990EZ/GrossReceiptsAmt089530
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0551
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01875
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0119848
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0133771
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0119848
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0133771
IRS990EZ/OccupancyRentUtltsAndMaintAmt022782
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/AverageHrsPerWkDevotedToPosRt73.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KLAUS GIESE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MELISSA BACKSCHEIDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAURA WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LOIS JACOBS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DEBBIE CHAPMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LEON BAILY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6STEPHAN SCHWEGMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7PAT WAGONFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PAST TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt029477
IRS990EZ/OtherRevenueTotalAmt0416
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SOCIAL ORGANIZATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SOCIAL ORGANIZATION
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt023048
IRS990EZ/SpecialEventsNetIncomeLossAmt063640
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt052559
IRS990EZ/TotalRevenueAmt066482
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0NA
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt023048
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0OCTOBERFEST
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt086688
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt086688
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt086688
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt086688
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt063640
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt023048
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt023048
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTMICELLANEOUS 416
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTADVERTISING & PROMOTION 2,524SUPPLIES 11,739EQUIPMENT RENTAL 7,193GIFTS & DONATIONS 4,305PERMITS 2,639ENTERTAINMENT 500SALES TAX 127REFUNDS FROM RENTALS 450
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA WILSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05134907297
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
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/AtSubmissionCreationDeviceId0B84EE983B6EA7AE957DBDB0228DB75175093DF6B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B84EE983B6EA7AE957DBDB0228DB75175093DF6B
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03140942020321yybfdvd
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-11-16
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.155.139.58
ReturnHeader/FilingSecurityInformation/IPDt02020-11-16
ReturnHeader/FilingSecurityInformation/IPTm010:10:38
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/PreparationDt02020-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Todd M Williams
ReturnHeader/ReturnTs02020-11-13T13:06:24-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$133,771
Liabilities
$0
Net assets
$133,771
Revenue
$66,482
Expenses
$52,559
Net income
$13,923
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