Civic Intelligence

Liberty Fund Inc.

990T • Fiscal year 2024 • EIN 35-1320021

May 01, 2023 to Apr 30, 2024 • Filed on Sep 16, 2024

Organization Profile

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11301 N Meridian StCarmel, IN 46032

(317) 842-0880

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$400M$300M$200M$100M$0Assets 2010: $265,725,051Liabilities 2010: $17,192Net Assets 2010: $265,707,8592010Assets 2011: $269,118,110Liabilities 2011: $19,497Net Assets 2011: $269,098,6132011Assets 2012: $272,141,219Liabilities 2012: $11,389Net Assets 2012: $272,129,8302012Assets 2013: $270,505,361Liabilities 2013: $9,974Net Assets 2013: $270,495,3872013Assets 2014: $289,757,081Liabilities 2014: $5,729Net Assets 2014: $289,751,3522014Assets 2015: $296,174,331Liabilities 2015: $3,511,666Net Assets 2015: $292,662,6652015Assets 2016: $296,605,274Liabilities 2016: $9,410,454Net Assets 2016: $287,194,8202016Assets 2017: $339,259,120Liabilities 2017: $24,010,480Net Assets 2017: $315,248,6402017Assets 2018: $331,145,964Liabilities 2018: $23,428,703Net Assets 2018: $307,717,2612018Assets 2019: $330,476,473Liabilities 2019: $22,885,578Net Assets 2019: $307,590,8952019Assets 2020: $329,455,915Liabilities 2020: $23,206,693Net Assets 2020: $306,249,2222020Assets 2021: $341,044,366Liabilities 2021: $21,785,219Net Assets 2021: $319,259,1472021Assets 2022: $362,873,085Liabilities 2022: $21,146,366Net Assets 2022: $341,726,7192022Assets 2023: $356,589,428Liabilities 2023: $20,539,510Net Assets 2023: $336,049,9182023Assets 2024: $358,645,767Liabilities 2024: $19,910,849Net Assets 2024: $338,734,9182024Assets 2025: $396,557,289Liabilities 2025: $19,267,041Net Assets 2025: $377,290,2482025

Latest loaded filing

2025

Assets$396,557,289
Liabilities$19,267,041
Net Assets$377,290,248
Open 2025 Filing

Operations Trend

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

$60M$40M$20M$0-$20MExpenses 2010: $24,218,8182010Expenses 2011: $22,019,9102011Expenses 2012: $22,052,5262012Expenses 2013: $22,236,7642013Revenue 2014: $41,460,077Expenses 2014: $22,204,112Net Income 2014: $19,255,9652014Revenue 2015: $24,718,202Expenses 2015: $21,806,889Net Income 2015: $2,911,3132015Revenue 2016: $17,849,754Expenses 2016: $23,317,599Net Income 2016: -$5,467,8452016Revenue 2017: $49,464,143Expenses 2017: $21,410,323Net Income 2017: $28,053,8202017Revenue 2018: $11,648,180Expenses 2018: $19,179,559Net Income 2018: -$7,531,3792018Revenue 2019: $19,550,104Expenses 2019: $19,676,470Net Income 2019: -$126,3662019Revenue 2020: $15,656,558Expenses 2020: $16,998,231Net Income 2020: -$1,341,6732020Revenue 2021: $28,050,617Expenses 2021: $15,040,692Net Income 2021: $13,009,9252021Revenue 2022: $40,425,131Expenses 2022: $17,957,559Net Income 2022: $22,467,5722022Revenue 2023: $12,931,336Expenses 2023: $18,608,137Net Income 2023: -$5,676,8012023Revenue 2024: $22,422,647Expenses 2024: $19,737,647Net Income 2024: $2,685,0002024Revenue 2025: $56,857,773Expenses 2025: $18,302,443Net Income 2025: $38,555,3302025

Latest loaded filing

2025

Revenue$56,857,773
Expenses$18,302,443
Net Income$38,555,330
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2023 to Apr 30, 2024
Signed
Sep 16, 2024
Return Version
2023v7.0
Filing and Contact Details

Filer

Filer Name
Liberty Fund Inc
EIN
35-1320021
Phone
3178420880
Address
11301 N Meridian St, Carmel, IN 46032

Signing Officer

Name
Sandra J Schaller
Title
VP & Controller
Phone
3178420880
Signed
2024-09-16
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Mazars LLP
Address
820 Massachusetts Ave Suite 1370, Indianapolis, IN 46204
Preparer
Nicole Fishback
Phone
3173834000
Raw XML Appendix137 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
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IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SANDRA J SCHALLER
IRS990T/BooksInCareOfDetail/PhoneNum03178420880
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt011301 N Meridian St
IRS990T/BooksInCareOfDetail/USAddress/CityNm0CARMEL
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd046032
IRS990T/BookValueAssetsEOYAmt0358645767
IRS990T/CharitableContributionsDedAmt00
IRS990T/EstimatedTaxPaymentsAmt00
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt0600
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherCreditsAmt00
IRS990T/OtherTaxesAmt00
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IRS990TScheduleA/CostOfGoodsSoldAmt00
IRS990TScheduleA/CostOfLaborAmt00
IRS990TScheduleA/DeferredCompensationPlanAmt00
IRS990TScheduleA/DepletionAmt00
IRS990TScheduleA/DepreciationClmElsewhereAmt00
IRS990TScheduleA/DepreciationNetAmt00
IRS990TScheduleA/EmployeeBenefitProgramAmt00
IRS990TScheduleA/EndOfYearInventoryAmt00
IRS990TScheduleA/ExploitedActivityNetIncomeAmt00
IRS990TScheduleA/ExploitedExcessExemptExpnssAmt00
IRS990TScheduleA/ExploitedExemptActivityIncmAmt00
IRS990TScheduleA/ExploitedExpnssCnnctUBIAmt00
IRS990TScheduleA/GrossIncomeActyNotUBIAmt00
IRS990TScheduleA/GrossIncomeActyNotUBIExpnsAmt00
IRS990TScheduleA/GrossProfitAmt00
IRS990TScheduleA/GrossReceiptsOrSalesAmt00
IRS990TScheduleA/InterestDeductionAmt00
IRS990TScheduleA/NetAdvertisingIncomeAmt00
IRS990TScheduleA/NetCtrlOrgIntAnntsRyltsRntsAmt00
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IRS990TScheduleA/NetGrossReceiptsOrSalesAmt00
IRS990TScheduleA/NetInvestmentIncomeAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/NetRentIncomeAmt00
IRS990TScheduleA/NetUnrelatedDebtFincdIncmAmt0600
IRS990TScheduleA/OtherCostsAmt00
IRS990TScheduleA/OtherDeductionsAmt00
IRS990TScheduleA/OtherIncomeAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0531120
IRS990TScheduleA/PurchasesAmt00
IRS990TScheduleA/RepairsAndMaintenanceAmt00
IRS990TScheduleA/ReturnsAndAllowancesAmt00
IRS990TScheduleA/SalariesAndWagesAmt00
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IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TaxesAndLicensesAmt00
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IRS990TScheduleA/TotalCostGoodsSoldAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDepreciationAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt0800
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalOrdinaryGainLossAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt00
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0600
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0800
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt0200
IRS990TScheduleA/TradeOrBusinessDesc0EVENT VENUE RENTAL
IRS990TScheduleA/UBIBeforeNOLDedAmt0600
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0600
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AllocableDeductionAmt0200
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionAdjBasisPct01
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionDebtAmt020306667
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAdjustedBasisAmt014835957
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeAmt0800
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeReportableAmt0800
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/OtherDebtFinancedDeductionAmt0200
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/StraightLineDepreciationDedAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/TotalDebtFinancedDeductionAmt0200
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/AddressLine1Txt011301 N MERIDIAN STREET
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/CityNm0CARMEL
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/StateAbbreviationCd0IN
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/ZIPCd046032
IRS990T/SpecificDeductionAmt00
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalCreditsAmt00
IRS990T/TotalDeductionAmt00
IRS990T/TotalPaymentsAmt00
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt0600
IRS990T/TotalUBTIBeforeSection199AAmt00
IRS990T/TotalUBTIComputedAmt0600
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SANDRA J SCHALLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP & CONTROLLER
ReturnHeader/BusinessOfficerGrp/PhoneNum03178420880
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Liberty Fund Inc
ReturnHeader/Filer/BusinessNameControlTxt0LIBE
ReturnHeader/Filer/EIN0351320021
ReturnHeader/Filer/PhoneNum03178420880
ReturnHeader/Filer/USAddress/AddressLine1Txt011301 N Meridian St
ReturnHeader/Filer/USAddress/CityNm0Carmel
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046032
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0440160260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Forvis Mazars LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0820 Massachusetts Ave Suite 1370
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Indianapolis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046204
ReturnHeader/PreparerPersonGrp/PhoneNum03173834000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nicole Fishback
ReturnHeader/ReturnTs02024-09-16T18:57:42+00:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-05-01
ReturnHeader/TaxPeriodEndDt02024-04-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$397$19.3$377$56.9$18.3$38.6
2024Detailed filing. Detailed filing data is available for this year.$359$19.9$339$22.4$19.7$2.69
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023Detailed filing. Detailed filing data is available for this year.$357$20.5$336$12.9$18.6$5.68
2022Detailed filing. Detailed filing data is available for this year.$363$21.1$342$40.4$18.0$22.5
2021Detailed filing. Detailed filing data is available for this year.$341$21.8$319$28.1$15.0$13.0
2020Detailed filing. Detailed filing data is available for this year.$329$23.2$306$15.7$17.0$1.34
2019Detailed filing. Detailed filing data is available for this year.$330$22.9$308$19.6$19.7$0.13
2018Detailed filing. Detailed filing data is available for this year.$331$23.4$308$11.6$19.2$7.53
2017Detailed filing. Detailed filing data is available for this year.$339$24.0$315$49.5$21.4$28.1
2016Detailed filing. Detailed filing data is available for this year.$297$9.41$287$17.8$23.3$5.47
2015Detailed filing. Detailed filing data is available for this year.$296$3.51$293$24.7$21.8$2.91
2014Detailed filing. Detailed filing data is available for this year.$290$0.01$290$41.5$22.2$19.3
2013Detailed filing. Detailed filing data is available for this year.$271$0.01$270$22.2
2012Detailed filing. Detailed filing data is available for this year.$272$0.01$272$22.1
2011Detailed filing. Detailed filing data is available for this year.$269$0.02$269$22.0
2010Detailed filing. Detailed filing data is available for this year.$266$0.02$266$24.2