Civic Intelligence

Liberty Warbird Association

EIN 45-3983754 • 501(c)3 • Lititz, PA

Profile

Educate the public to the unique role played by the huey helicopter and their crews during the vietnam conflict through demonstrations and public events.

500 Airport Rd Suite TLititz, PA 17543

www.libertywarbirds.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.05x

Higher debt load relative to assets than 59% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

75th percentile

0.17x

Higher debt load relative to revenue than 75% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

91st percentile

53%

Higher net margin than 91% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

72nd percentile

16%

Faster asset growth than 72% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

112%

Faster revenue growth than 93% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$612,626

Up $84,264 (+16%) from 2023

Liabilities

Down

$29,718

Down $18,628 (-39%) from 2023

Net Assets

Up

$582,908

Up $102,892 (+21%) from 2023

Revenue

Up

$175,780

Up $92,922 (+112%) from 2023

Expenses

Down

$82,552

Down $416 (-0.5%) from 2023

Net Income

Up

$93,228

Up $93,338 (+84853%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2015: $271,601Liabilities 2015: $250,0002015Assets 2016: $340,983Liabilities 2016: $142,263Net Assets 2016: $198,7202016Assets 2017: $516,303Liabilities 2017: $116,749Net Assets 2017: $399,5542017Assets 2018: $534,748Liabilities 2018: $81,735Net Assets 2018: $453,0132018Assets 2019: $565,212Liabilities 2019: $66,832Net Assets 2019: $498,3802019Assets 2021: $502,997Liabilities 2021: $41,643Net Assets 2021: $461,3542021Assets 2022: $520,753Liabilities 2022: $40,627Net Assets 2022: $480,1262022Assets 2023: $528,362Liabilities 2023: $48,346Net Assets 2023: $480,0162023Assets 2024: $612,626Liabilities 2024: $29,718Net Assets 2024: $582,9082024

Highlighted filing

2024

Assets$612,626
Liabilities$29,718
Net Assets$582,908

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2015: $81,970Expenses 2015: $101,089Net Income 2015: -$19,1192015Revenue 2016: $131,046Expenses 2016: $38,927Net Income 2016: $92,1192016Revenue 2017: $241,023Expenses 2017: $40,189Net Income 2017: $200,8342017Revenue 2018: $90,713Expenses 2018: $37,254Net Income 2018: $53,4592018Revenue 2019: $126,252Expenses 2019: $80,885Net Income 2019: $45,3672019Revenue 2021: $57,890Expenses 2021: $35,795Net Income 2021: $22,0952021Revenue 2022: $74,375Expenses 2022: $55,603Net Income 2022: $18,7722022Revenue 2023: $82,858Expenses 2023: $82,968Net Income 2023: -$1102023Revenue 2024: $175,780Expenses 2024: $82,552Net Income 2024: $93,2282024

Highlighted filing

2024

Revenue$175,780
Expenses$82,552
Net Income$93,228

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 6, 2025
Return Version
2024v5.0
Gross Receipts
$183,585
Mission and Program Overview

Mission

Educate the public to the unique role played by the huey helicopter and their crews during the vietnam conflict through demonstrations and public events.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$27,565$104,395▲ $76,830
Loans From Officers Directors$40,000$29,000▼ $11,000
Cash and Non-Interest-Bearing Accounts$28,088$19,444▼ $8,644
Investments in Publicly Traded Securities-$6,476-
Total Assets$528,362$612,626▲ $84,264
Other Assets Total$472,709$482,311▲ $9,602
Liabilities
Accounts Payable and Accrued Expenses$8,346$718▼ $7,628
Total Liabilities$48,346$29,718▼ $18,628
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$480,016$582,908▲ $102,892
Total Net Assets Fund Balance$480,016$582,908▲ $102,892
Total Liabilities and Net Assets / Fund Balance$528,362$612,626▲ $84,264

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$482,311--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Michael P CaimiPresident
Charles SchulzeBoard Member
Darren LucasBoard Member
David JonesBoard Member
Greg KauffmanSecretary
Alexis LakeVP-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$163,247
Program Service Revenue
$0
Investment Income
$3,346
Other Revenue
$9,187
All Other Contributions
$138,764
Change in Net Assets
$93,228
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$82,552
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Insurance$38,182--$38,182
Occupancy$8,386--$8,386
Information Technology$3,873--$3,873
All Other Expenses$3,574$159-$3,733
Other Expenses$1,283--$1,283
Fees for Services Accounting-$1,200-$1,200
Office Expenses$1,066$69-$1,135
Travel$47--$47
Total Functional Expenses$81,124$1,428$0$82,552
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$15,511
Fundraising Direct Expenses$7,805
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Sale of Merchan$12,271$12,271$7,685$4,586
Total Events$12,271$12,271$7,685$4,586
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$40,000$29,000▼ $11,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The cpa preparing form 990 sent a draft copy to the president of the organization who in turn provided a copy to the board of directors prior to filing the return.

Form 990, Page 6, Part VI, Line 19

Governing documents are made available to the public upon request to the organization.

Filing and Contact Details

Filer

Filer Name
Liberty Warbird Association
EIN
45-3983754
Phone
7176823230
Address
500 AIRPORT RD SUITE T, LITITZ, PA 17543

Signing Officer

Name
Alexis Lake
Title
VP-treasurer
Phone
8082940633
Signed
2025-08-06

Organization Details

Principal Officer
Michael P Caimi
Formed
2011
Legal Domicile
De
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
40

Preparer

Firm
Smoker Smith & Associates Pc
Address
PO BOX 770, HERSHEY, PA 17033
Preparer
John M Curtin CPA
Phone
7175335154
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

The organization was served by 40 volunteers in additional to its board members and officers. The volunteers include individuals who are mechanics and restore and provide maintenance on the aircraft; pilots who provide traning, organizational assistance and program design; and, administrative volunteers who provide program design and fund-raising services, and act as docents and grounds crew while missions are being performed. The board members donate considerable time to the organization and are active in carrying out and assisting with all the work noted above.

Form 990, Page 2, Part III, Line 4A

The organization educated all generations about the unique role played by the huey helicopter during the vietnam conflict and continued its ongoing restoration of the historic aircraft. The organization is open to the public during restoration. Helicopter presentations were conducted at veterans events held locally, as well as at veterans events held throughout pa and other states. The organization exhibited the huey to 25,000-30,000 visitors at a total of 66 events in 2024 - 14 flight events, 3 speaker events, 47 hosted hangar visits, and 2 fundraising events. The organization continued the preservation and publication of the oral history of vietnam veterans by sharing stories and accounts of their heroic service. The organization supports veterans by offering ptsd therapy and counseling services to area veterans as needed.

Form 990, Part XI, Line 9

Correct prior year understatement 9,468 unrealized gains on investments 196 total 9,664

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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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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt012271
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt012271
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt012271
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt04586
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07685
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07685
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt029000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0RESTORATION OF HUEY AIRCRAFT
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt035000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0OFFICER LOAN-CAIMI
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0PRESIDENT
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/TotalBalanceDueAmt029000
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION WAS SERVED BY 40 VOLUNTEERS IN ADDITIONAL TO ITS BOARD MEMBERS AND OFFICERS. THE VOLUNTEERS INCLUDE INDIVIDUALS WHO ARE MECHANICS AND RESTORE AND PROVIDE MAINTENANCE ON THE AIRCRAFT; PILOTS WHO PROVIDE TRANING, ORGANIZATIONAL ASSISTANCE AND PROGRAM DESIGN; AND, ADMINISTRATIVE VOLUNTEERS WHO PROVIDE PROGRAM DESIGN AND FUND-RAISING SERVICES, AND ACT AS DOCENTS AND GROUNDS CREW WHILE MISSIONS ARE BEING PERFORMED. THE BOARD MEMBERS DONATE CONSIDERABLE TIME TO THE ORGANIZATION AND ARE ACTIVE IN CARRYING OUT AND ASSISTING WITH ALL THE WORK NOTED ABOVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION EDUCATED ALL GENERATIONS ABOUT THE UNIQUE ROLE PLAYED BY THE HUEY HELICOPTER DURING THE VIETNAM CONFLICT AND CONTINUED ITS ONGOING RESTORATION OF THE HISTORIC AIRCRAFT. THE ORGANIZATION IS OPEN TO THE PUBLIC DURING RESTORATION. HELICOPTER PRESENTATIONS WERE CONDUCTED AT VETERANS EVENTS HELD LOCALLY, AS WELL AS AT VETERANS EVENTS HELD THROUGHOUT PA AND OTHER STATES. THE ORGANIZATION EXHIBITED THE HUEY TO 25,000-30,000 VISITORS AT A TOTAL OF 66 EVENTS IN 2024 - 14 FLIGHT EVENTS, 3 SPEAKER EVENTS, 47 HOSTED HANGAR VISITS, AND 2 FUNDRAISING EVENTS. THE ORGANIZATION CONTINUED THE PRESERVATION AND PUBLICATION OF THE ORAL HISTORY OF VIETNAM VETERANS BY SHARING STORIES AND ACCOUNTS OF THEIR HEROIC SERVICE. THE ORGANIZATION SUPPORTS VETERANS BY OFFERING PTSD THERAPY AND COUNSELING SERVICES TO AREA VETERANS AS NEEDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CPA PREPARING FORM 990 SENT A DRAFT COPY TO THE PRESIDENT OF THE ORGANIZATION WHO IN TURN PROVIDED A COPY TO THE BOARD OF DIRECTORS PRIOR TO FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST TO THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CORRECT PRIOR YEAR UNDERSTATEMENT 9,468 UNREALIZED GAINS ON INVESTMENTS 196 TOTAL 9,664
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0528362
IRS990/TotalAssetsEOYAmt0612626
IRS990/TotalAssetsGrp/BOYAmt0528362
IRS990/TotalAssetsGrp/EOYAmt0612626
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0163247
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01428
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt081124
IRS990/TotalFunctionalExpensesGrp/TotalAmt082552
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt048346
IRS990/TotalLiabilitiesEOYAmt029718
IRS990/TotalLiabilitiesGrp/BOYAmt048346
IRS990/TotalLiabilitiesGrp/EOYAmt029718
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0480016
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0582908
IRS990/TotalProgramServiceExpensesAmt081124
IRS990/TotalRevenueGrp/ExclusionAmt04827
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0175780
IRS990/TotalVolunteersCnt040
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0528362
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0612626
IRS990/TravelGrp/ProgramServicesAmt047
IRS990/TravelGrp/TotalAmt047
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0500 AIRPORT RD
IRS990/USAddress/AddressLine2Txt0SUITE T
IRS990/USAddress/CityNm0LITITZ
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd017543
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0HTTPS://WWW.LIBERTYWARBIRDS.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ALEXIS LAKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP-TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08082940633
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIBERTY WARBIRD ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0LIBE
ReturnHeader/Filer/EIN0453983754
ReturnHeader/Filer/PhoneNum07176823230
ReturnHeader/Filer/USAddress/AddressLine1Txt0500 AIRPORT RD SUITE T
ReturnHeader/Filer/USAddress/CityNm0LITITZ
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017543
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232324837
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMOKER SMITH & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 770
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HERSHEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017033
ReturnHeader/PreparerPersonGrp/PhoneNum07175335154
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN M CURTIN CPA
ReturnHeader/ReturnTs02025-09-24T14:47:56-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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