Civic Intelligence

Liberty Initiative Fund

990 • Fiscal year 2020 • EIN 45-4101488

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

Organization ProfileWWW.LIBERTYFUND.ORG
13168 Centerpointe Way Ste 202Woodbridge, VA 22193

(703) 492-1776

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2020 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

26th percentile

0.00x

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

2020 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2020

Net Margin

51st percentile

9.9%

Higher net margin than 51% of similar nonprofits.

2020 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

89th percentile

$159,328

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 17.7% of source-year revenue.

2020 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2020

Asset Growth

81st percentile

20%

Faster asset growth than 81% of similar nonprofits.

2020 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2017 to 2020

Revenue Growth

86th percentile

47%

Faster revenue growth than 86% of similar nonprofits.

2020 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2017 to 2020

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$1,165,161

Up $485,111 (+71%) from 2017

Net Assets

Up

$1,165,161

Up $485,111 (+71%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin51st percentile

Revenue

Up

$901,868

Up $620,538 (+221%) from 2017

Expenses

Up

$812,960

Up $791,639 (+3713%) from 2017

Net Income

Down

$88,908

Down $171,101 (-66%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

2020

Assets$1,165,161
Liabilities$0
Net Assets$1,165,161
Open 2020 Filing

Operations Trend

Revenue Growth86th percentile

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

2020

Revenue$901,868
Expenses$812,960
Net Income$88,908
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.0
Gross Receipts
$901,868
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.

Liberty initiative fund promotes governmental accountability and protects personal and economic freedom primarily by advocating for citizen initiatives and other ballot 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$175,666$71,721▼ $103,945
Total Assets$1,076,253$1,165,161▲ $88,908
Other Assets Total$900,587$1,093,440▲ $192,853
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,076,253$1,165,161▲ $88,908
Total Net Assets Fund Balance$1,076,253$1,165,161▲ $88,908
Total Liabilities and Net Assets / Fund Balance$1,076,253$1,165,161▲ $88,908

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$534,267--
Compensation and Service Providers
Top Officer Pay89th percentile

Board Members and Trustees

NameTitle
Paul JacobPresident
Scott TillmanDirector
Frank GilbertTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$901,868
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$901,868
Change in Net Assets
$88,908
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$423,600
Other Expenses$389,360
Total Fundraising Expense$7,561
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$423,600--$423,600
Fees for Services Other$226,136--$226,136
Fees for Services Management$60,489$7,561$7,561$75,611
Advertising$40,008--$40,008
Other Expenses-$9,569-$9,569
Total Functional Expenses$750,233$55,166$7,561$812,960
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
We the People PacPhiladelphia, PA527-$118,500
Citizen VotersPonte Vedra Beach, FL501c4-$110,000
US Term LimitsPhiladelphia, PA501c4-$100,000
Americans for Citizen VotingSt Louis, MO501c4-$65,000
Liberty Initiative SuperpacWoodbridge, VA527-$20,000
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
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 form 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 conflict of interest 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

“The compensation committee does a review, deliberates with comparable data, and approves the salary 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

Filer Name
Liberty Initiative Fund
EIN
45-4101488
Phone
7034921776
Address
13168 CENTERPOINTE WAY STE 202, WOODBRIDGE, VA 22193

Signing Officer

Name
Paul Jacob
Title
President
Phone
7034921776
Signed
2021-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Jacob
Formed
2011
Legal Domicile
Va
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Jansen Valk Thompson & Reahm Pc
Address
7171 STADIUM DR, KALAMAZOO, MI 49009-4943
Preparer
Rhonda L Newman
Phone
2693817600
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

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

Form 990, Part IX, Line 11G

“CONSULTING 226,136 0 0”

Raw XML Appendix370 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LIBERTY INITIATIVE FUND PROMOTES GOVERNMENTAL ACCOUNTABILITY AND PROTECTS PERSONAL AND ECONOMIC FREEDOM PRIMARILY BY ADVOCATING FOR CITIZEN INITIATIVES AND OTHER BALLOT MEASURES THAT SUPPORT LIBERTY AND OPPOSING THOSE BALLOT MEASURES THAT REDUCE LIBERTY AND GOVERNMENTAL ACCOUNTABILITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS EMAILED TO MEMBERS OF THE BOARD. PHONE CALLS ARE MADE TO ENSURE DELIVERY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EMPLOYEES REVIEW AND SIGN A NEW CONFLICT OF INTEREST POLICY EVERY YEAR. THE BOARD OF DIRECTORS REVIEWS AND SIGNS THE POLICY AT THE ANNUAL BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE COMPENSATION COMMITTEE DOES A REVIEW, DELIBERATES WITH COMPARABLE DATA, AND APPROVES THE SALARY OF THE PRESIDENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CONSULTING 226,136 0 0
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
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IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1534267
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt275611
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACTUAL AMOUNTS INCURRED
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1ACTUAL AMOUNTS INCURRED
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2ACTUAL AMOUNTS INCURRED
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IRS990/TaxablePartyNotificationInd0false
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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.LIBERTYFUND.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL JACOB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07034921776
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIBERTY INITIATIVE FUND
ReturnHeader/Filer/BusinessNameControlTxt0LIBE
ReturnHeader/Filer/EIN0454101488
ReturnHeader/Filer/PhoneNum07034921776
ReturnHeader/Filer/USAddress/AddressLine1Txt013168 CENTERPOINTE WAY STE 202
ReturnHeader/Filer/USAddress/CityNm0WOODBRIDGE
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JANSEN VALK THOMPSON & REAHM PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07171 STADIUM DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KALAMAZOO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0490094943
ReturnHeader/PreparerPersonGrp/PhoneNum02693817600
ReturnHeader/PreparerPersonGrp/PreparationDt02021-12-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RHONDA L NEWMAN
ReturnHeader/ReturnTs02021-12-07T13:34:00-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAUL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JACOB
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,165,161
Liabilities
$0
Net assets
$1,165,161
Revenue
$901,868
Expenses
$812,960
Net income
$88,908
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
2020Detailed filing. Detailed filing data is available for this year.$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