Civic Intelligence

Liberty Initiative Fund

990 • Fiscal year 2013 • EIN 45-4101488

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 13, 2014

Organization ProfileWWW.LIBERTYIFUND.ORG
13168 Centerpointe Way Suite 202Room/Suite 202Fairfax, VA 22193

(269) 544-0322

Siviq Scores

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

Liabilities / Assets

57th percentile

0.14x

Higher debt load relative to assets than 57% of similar nonprofits.

2013 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

34th percentile

0.03x

Higher debt load relative to revenue than 34% of similar nonprofits.

2013 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2013

Net Margin

57th percentile

10%

Higher net margin than 57% of similar nonprofits.

2013 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

88th percentile

$138,258

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 12.7% of source-year revenue.

2013 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets57th percentile

Assets

$242,357

No earlier filing loaded for comparison.

Net Assets

$207,323

No earlier filing loaded for comparison.

Liabilities

$35,034

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin57th percentile

Revenue

$1,091,500

No earlier filing loaded for comparison.

Expenses

$979,760

No earlier filing loaded for comparison.

Net Income

$111,740

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2013: $242,357Liabilities 2013: $35,034Net Assets 2013: $207,3232013Assets 2014: $330,458Liabilities 2014: $0Net Assets 2014: $330,4582014Assets 2015: $155,019Liabilities 2015: $2,502Net Assets 2015: $152,5172015Assets 2016: $420,041Liabilities 2016: $0Net Assets 2016: $420,0412016Assets 2017: $680,050Liabilities 2017: $0Net Assets 2017: $680,0502017Assets 2020: $1,165,161Liabilities 2020: $0Net Assets 2020: $1,165,1612020Assets 2021: $2,339,095Liabilities 2021: $74,440Net Assets 2021: $2,264,6552021Assets 2022: $8,535Liabilities 2022: $686,779Net Assets 2022: -$678,2442022Assets 2023: $521,754Liabilities 2023: -$55,711Net Assets 2023: $577,4652023Assets 2024: $677,687Liabilities 2024: $121,410Net Assets 2024: $556,2772024

Highlighted filing

2013

Assets$242,357
Liabilities$35,034
Net Assets$207,323
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0MRevenue 2013: $1,091,500Expenses 2013: $979,760Net Income 2013: $111,7402013Revenue 2014: $666,000Expenses 2014: $542,865Net Income 2014: $123,1352014Revenue 2015: $32,695Expenses 2015: $210,636Net Income 2015: -$177,9412015Revenue 2016: $486,854Expenses 2016: $219,330Net Income 2016: $267,5242016Revenue 2017: $281,330Expenses 2017: $21,321Net Income 2017: $260,0092017Revenue 2020: $901,868Expenses 2020: $812,960Net Income 2020: $88,9082020Revenue 2021: $3,241,019Expenses 2021: $2,141,525Net Income 2021: $1,099,4942021Revenue 2022: $2,267,074Expenses 2022: $5,209,973Net Income 2022: -$2,942,8992022Revenue 2023: $3,086,123Expenses 2023: $1,830,414Net Income 2023: $1,255,7092023Revenue 2024: $3,948,244Expenses 2024: $3,824,685Net Income 2024: $123,5592024

Highlighted filing

2013

Revenue$1,091,500
Expenses$979,760
Net Income$111,740
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 13, 2014
Return Version
2013v3.1
Gross Receipts
$1,091,500
Mission and Program Overview

Mission

Liberty initiative fund promotes governmental accountability and protects personal and economic freedom by advocating for citizen initiatives and other ballots measures that support liberty and opposing those ballot measures that reduce liberty and governmental accountability.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$101,133$24,132▼ $77,001
Total Assets$101,133$242,357▲ $141,224
Other Assets Total-$218,225-
Liabilities
Other Liabilities-$30,000-
Accounts Payable and Accrued Expenses$5,550$5,034▼ $516
Total Liabilities$5,550$35,034▲ $29,484
Net Assets / Fund Balance
Unrestricted Net Assets$95,583$207,323▲ $111,740
Total Net Assets Fund Balance$95,583$207,323▲ $111,740
Total Liabilities and Net Assets / Fund Balance$101,133$242,357▲ $141,224

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$79,351--
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Paul JacobPresidentFT$138,258$138,258
John TillmanVice-preside-$66,221$66,221

Board Members and Trustees

NameTitle
Michael DunmireSecretary
Frank GilbertTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,091,500
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$1,091,500
Change in Net Assets
$111,740
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$611,550
Other Expenses$368,210
Total Fundraising Expense$32,590
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$611,550--$611,550
Fees for Services Legal$132,106--$132,106
Fees for Services Other$34,282--$34,282
Travel$9,856-$3,286$13,142
Occupancy$1,550$7,236$1,551$10,337
Fees for Services Accounting$550$4,400$550$5,500
Office Expenses$1,475$1,054$1,686$4,215
Advertising$372-$303$675
Insurance$80$370$79$529
Other Expenses$117,179$25,110$25$25
Total Functional Expenses$909,000$38,170$32,590$979,760
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
27-5401086--Operations$180,000
46-3187588--Operations$142,250
71-0946315--Operations$86,500
52-1009116--Operations$75,000
36-3975580--Operations$50,000
30-0403941--Operations$36,000
41-2057028--Operations$17,500
20-2423383--Operations$7,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refund Payable$30,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
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 990 is emailed to members of the board. Phone calls are made to ensure delivery.”

Form 990, Page 6, Part VI, Line 12C

“Employees review and sign a new policy every year. The board of directors reviews and signs the policy at the annual board meeting.”

Form 990, Page 6, Part VI, Line 15A

“Compensation committee does review, deliberates with comparable data, and approves the salaries of the president.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available to the public upon request.”

Filing and Contact Details

Filer

EIN
45-4101488

Signing Officer

Name
Paul Jacob
Title
President
Signed
2014-11-13

Organization Details

Principal Officer
Paul Jacob
Formed
2011
Legal Domicile
Va
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Preparer
Jaime L Wilfong
Phone
2693219200
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Liberty initiative fund promotes governmental accountability and protects personal and economic freedom by advocating for citizen initiatives and other ballots measures that support liberty and opposing those ballot measures that reduce liberty and governmental accountability.”

Raw XML AppendixShowing 400 of 421 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt05550
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt05034
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0LIBERTY INITIATIVE FUND PROMOTES GOVERNMENTAL ACCOUNTABILITY AND PROTECTS PERSONAL AND ECONOMIC FREEDOM BY ADVOCATING FOR CITIZEN INITIATIVES AND OTHER BALLOTS MEASURES THAT SUPPORT LIBERTY AND OPPOSING THOSE BALLOT MEASURES THAT REDUCE LIBERTY AND GOVERNMENTAL ACCOUNTABILITY.
IRS990/AddressChangeInd0X
IRS990/AdvertisingGrp/FundraisingAmt0303
IRS990/AdvertisingGrp/ProgramServicesAmt0372
IRS990/AdvertisingGrp/TotalAmt0675
IRS990/AllOtherContributionsAmt01091500
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10CETERUS INC
IRS990/BooksInCareOfDetail/PhoneNum02695440322
IRS990/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 19366
IRS990/BooksInCareOfDetail/USAddress/City0KALAMAZOO
IRS990/BooksInCareOfDetail/USAddress/State0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCode049019
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0101133
IRS990/CashNonInterestBearingGrp/EOYAmt024132
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01091500
IRS990/CYGrantsAndSimilarPaidAmt0611550
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0368210
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0111740
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0979760
IRS990/CYTotalFundraisingExpenseAmt032590
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01091500
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0LIBERTY INITIATIVE FUND PROMOTES GOVERNMENTAL ACCOUNTABILITY AND PROTECTS PERSONAL AND ECONOMIC FREEDOM BY ADVOCATING FOR CITIZEN INITIATIVES AND OTHER BALLOT MEASURES THAT SUPPORT LIBERTY AND OPPOSING THOSE BALLOT MEASURES THAT REDUCE LIBERTY AND GOVERNMENTAL ACCOUNTABILITY.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0909000
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt0550
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04400
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt0550
IRS990/FeesForServicesAccountingGrp/TotalAmt05500
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0132106
IRS990/FeesForServicesLegalGrp/TotalAmt0132106
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt034282
IRS990/FeesForServicesOtherGrp/TotalAmt034282
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0PAUL JACOB
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN TILLMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2FRANK GILBERT
IRS990/Form990PartVIISectionAGrp/PersonNm3MICHAEL DUNMIRE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0138258
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt166221
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02011
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantAmt0611550
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0611550
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0611550
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01091500
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt04
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt079
IRS990/InsuranceGrp/ManagementAndGeneralAmt0370
IRS990/InsuranceGrp/ProgramServicesAmt080
IRS990/InsuranceGrp/TotalAmt0529
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0VA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0LIBERTY INITIATIVE FUND PROMOTES GOVERNMENTAL ACCOUNTABILITY AND PROTECTS PERSONAL AND ECONOMIC FREEDOM BY ADVOCATING FOR CITIZEN INITIATIVES AND OTHER BALLOTS MEASURES THAT SUPPORT LIBERTY AND OPPOSING THOSE BALLOT MEASURES THAT REDUCE LIBERTY AND GOVERNMENTAL ACCOUNTABILITY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt095583
IRS990/NetAssetsOrFundBalancesEOYAmt0207323
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt01551
IRS990/OccupancyGrp/ManagementAndGeneralAmt07236
IRS990/OccupancyGrp/ProgramServicesAmt01550
IRS990/OccupancyGrp/TotalAmt010337
IRS990/OfficeExpensesGrp/FundraisingAmt01686
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01054
IRS990/OfficeExpensesGrp/ProgramServicesAmt01475
IRS990/OfficeExpensesGrp/TotalAmt04215
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt0218225
IRS990/OtherExpensesGrp/Desc0LEASED EMPLOYEES
IRS990/OtherExpensesGrp/Desc1DUES/SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt025110
IRS990/OtherExpensesGrp/FundraisingAmt125
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt025110
IRS990/OtherExpensesGrp/ProgramServicesAmt0117179
IRS990/OtherExpensesGrp/TotalAmt0167399
IRS990/OtherExpensesGrp/TotalAmt125
IRS990/OtherLiabilitiesGrp/EOYAmt030000
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0PAUL JACOB
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0478722
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0124000
IRS990/PYInvestmentIncomeAmt0-195
IRS990/PYOtherExpensesAmt0145686
IRS990/PYRevenuesLessExpensesAmt095583
IRS990/PYSalariesCompEmpBnftPaidAmt0113258
IRS990/PYTotalExpensesAmt0382944
IRS990/PYTotalRevenueAmt0478527
IRS990/ReconcilationRevenueExpnssAmt0111740
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01091500
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0138874
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt179351
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0NOTE RECEIVABLE - CICF
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1NOTE RECEIVABLE - CIC
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt030000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0REFUND PAYABLE
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0218225
IRS990ScheduleD/TotalLiabilityAmt030000
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt050000
IRS990ScheduleI/RecipientTable/CashGrantAmt1142250
IRS990ScheduleI/RecipientTable/CashGrantAmt286500
IRS990ScheduleI/RecipientTable/CashGrantAmt37500
IRS990ScheduleI/RecipientTable/CashGrantAmt417500
IRS990ScheduleI/RecipientTable/CashGrantAmt5180000
IRS990ScheduleI/RecipientTable/CashGrantAmt636000
IRS990ScheduleI/RecipientTable/CashGrantAmt775000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7OPERATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10AMERICANS FOR LIMITED GOVERNMENT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11CINCINNATI FOR PENSION REFORM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine12COMMITTEE FOR SUSTAINABLE RETIREMEN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine13ARIZONA FREE ENTERPRISE CLUB
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine14ILLINOIS POLICY INSTITUTE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine15JOBS AND PROGRESS FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine16MICHIGAN TAXPAYERS ALLIANCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine17NATIONAL TAXPAYERS UNION
IRS990ScheduleI/RecipientTable/RecipientEIN0363975580
IRS990ScheduleI/RecipientTable/RecipientEIN1463187588
IRS990ScheduleI/RecipientTable/RecipientEIN2710946315
IRS990ScheduleI/RecipientTable/RecipientEIN3202423383
IRS990ScheduleI/RecipientTable/RecipientEIN4412057028
IRS990ScheduleI/RecipientTable/RecipientEIN5275401086
IRS990ScheduleI/RecipientTable/RecipientEIN6300403941
IRS990ScheduleI/RecipientTable/RecipientEIN7521009116
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1010332 MAIN STREET BOX 326
IRS990ScheduleI/RecipientTable/USAddress/AddressLine118913 CINCINNATI-DAYTON RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine123954 N CALLE CHICA
IRS990ScheduleI/RecipientTable/USAddress/AddressLine132415 E CAMELBACK RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine14190 S LASALLE STREET 1630
IRS990ScheduleI/RecipientTable/USAddress/AddressLine158913 CINCINNATI-DAYTON ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1646116 LOOKOUT DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine17108 N ALFRED STEET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine20STE 758
IRS990ScheduleI/RecipientTable/USAddress/City0FAIRFAX
IRS990ScheduleI/RecipientTable/USAddress/City1WEST CHESTER
IRS990ScheduleI/RecipientTable/USAddress/City2TUCSON
IRS990ScheduleI/RecipientTable/USAddress/City3PHOENIX
IRS990ScheduleI/RecipientTable/USAddress/City4CHICAGO
IRS990ScheduleI/RecipientTable/USAddress/City5WEST CHESTER
IRS990ScheduleI/RecipientTable/USAddress/City6MACOMB
IRS990ScheduleI/RecipientTable/USAddress/City7ALEXANDRIA
IRS990ScheduleI/RecipientTable/USAddress/State0VA
IRS990ScheduleI/RecipientTable/USAddress/State1OH
IRS990ScheduleI/RecipientTable/USAddress/State2AZ
IRS990ScheduleI/RecipientTable/USAddress/State3AZ
IRS990ScheduleI/RecipientTable/USAddress/State4IL
IRS990ScheduleI/RecipientTable/USAddress/State5OH
IRS990ScheduleI/RecipientTable/USAddress/State6MI
IRS990ScheduleI/RecipientTable/USAddress/State7VA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode022030
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode145069
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode285711
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode385016
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode460603
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode545069
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode648044
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode722314
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LIBERTY INITIATIVE FUND PROMOTES GOVERNMENTAL ACCOUNTABILITY AND PROTECTS PERSONAL AND ECONOMIC FREEDOM BY ADVOCATING FOR CITIZEN INITIATIVES AND OTHER BALLOTS MEASURES THAT SUPPORT LIBERTY AND OPPOSING THOSE BALLOT MEASURES THAT REDUCE LIBERTY AND GOVERNMENTAL ACCOUNTABILITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS EMAILED TO MEMBERS OF THE BOARD. PHONE CALLS ARE MADE TO ENSURE DELIVERY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EMPLOYEES REVIEW AND SIGN A NEW POLICY EVERY YEAR. THE BOARD OF DIRECTORS REVIEWS AND SIGNS THE POLICY AT THE ANNUAL BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION COMMITTEE DOES REVIEW, DELIBERATES WITH COMPARABLE DATA, AND APPROVES THE SALARIES OF THE PRESIDENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10CITIZENS IN CHARGE FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine11CITIZENS IN CHARGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0134070270
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1542051447
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501C4
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1013168 CENTERPOINTE WAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1113168 CENTERPOINTE WAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine20SUITE 202
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine21SUITE 202
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0WOODBRIDGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City1WOODBRIDGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State1VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode022193
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode122193
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0true
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0315000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt178000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt2167268
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt310337
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt41479
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt51351
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FAIR MARKET VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1FAIR MARKET VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2FAIR MARKET VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt3FAIR MARKET VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt4FAIR MARKET VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt5FAIR MARKET VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10CITIZENS IN CHARGE FOUNDATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine11CITIZENS IN CHARGE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine12CITIZENS IN CHARGE FOUNDATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine13CITIZENS IN CHARGE FOUNDATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine14CITIZENS IN CHARGE FOUNDATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine15CITIZENS IN CHARGE
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0D
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1D
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2O
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt3N
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt4P
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt5P
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0VA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0101133
IRS990/TotalAssetsEOYAmt0242357
IRS990/TotalAssetsGrp/BOYAmt0101133
IRS990/TotalAssetsGrp/EOYAmt0242357
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01091500
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt032590
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt038170
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0909000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0979760
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05550
IRS990/TotalLiabilitiesEOYAmt035034
IRS990/TotalLiabilitiesGrp/BOYAmt05550
IRS990/TotalLiabilitiesGrp/EOYAmt035034
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt095583
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0207323
IRS990/TotalProgramServiceExpensesAmt0909000
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01091500
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0101133
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0242357
IRS990/TotReportableCompRltdOrgAmt0204479
IRS990/TravelGrp/FundraisingAmt03286
IRS990/TravelGrp/ProgramServicesAmt09856
IRS990/TravelGrp/TotalAmt013142
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt095583
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0207323
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1013168 CENTERPOINTE WAY
IRS990/USAddress/City0WOODBRIDGE
IRS990/USAddress/State0VA
IRS990/USAddress/ZIPCode022193
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.LIBERTYIFUND.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL JACOB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10LIBERTY INITIATIVE FUND

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$242,357
Liabilities
$35,034
Net assets
$207,323
Revenue
$1,091,500
Expenses
$979,760
Net income
$111,740
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.12$0.56$3.95$3.82$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.06$0.58$3.09$1.83$1.26
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.01$0.69$0.68$2.27$5.21$2.94
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.34$0.07$2.26$3.24$2.14$1.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.00$1.17$0.90$0.81$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.00$0.68$0.28$0.02$0.26
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.00$0.42$0.49$0.22$0.27
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.16$0.00$0.15$0.03$0.21$0.18
2014Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.67$0.54$0.12
2013Detailed filing. Detailed filing data is available for this year.$0.24$0.04$0.21$1.09$0.98$0.11