Civic Intelligence

Liberty Homes Ltd.

990EZ • Fiscal year 2021 • EIN 83-4082816

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 02, 2022

11700 Stonington PlaceSilver Spring, MD 20902

(301) 664-4343

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.69x

Higher debt load relative to assets than 92% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

95th percentile

1.26x

Higher debt load relative to revenue than 95% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

32nd percentile

-2.4%

Higher net margin than 32% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

91st percentile

$45,195

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 41.3% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

27th percentile

-8.9%

Faster asset growth than 27% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

13th percentile

-60%

Faster revenue growth than 13% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$200,618

Down $19,569 (-8.9%) from 2020

Net Assets

Down

$62,507

Down $2,585 (-4.0%) from 2020

Liabilities

Down

$138,111

Down $16,984 (-11%) from 2020

Revenue

Down

$109,337

Down $164,353 (-60%) from 2020

Expenses

Down

$111,922

Down $16,010 (-13%) from 2020

Net Income

Down

-$2,585

Down $148,343 (-102%) from 2020

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0-$100KAssets 2019: $13,662Liabilities 2019: $94,328Net Assets 2019: -$80,6662019Assets 2020: $220,187Liabilities 2020: $155,095Net Assets 2020: $65,0922020Assets 2021: $200,618Liabilities 2021: $138,111Net Assets 2021: $62,5072021Assets 2022: $200,474Liabilities 2022: $132,799Net Assets 2022: $67,6752022

Highlighted filing

2021

Assets$200,618
Liabilities$138,111
Net Assets$62,507

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2019: $21,852Expenses 2019: $102,518Net Income 2019: -$80,6662019Revenue 2020: $273,690Expenses 2020: $127,932Net Income 2020: $145,7582020Revenue 2021: $109,337Expenses 2021: $111,922Net Income 2021: -$2,5852021Revenue 2022: $42,056Expenses 2022: $36,888Net Income 2022: $5,1682022

Highlighted filing

2021

Revenue$109,337
Expenses$111,922
Net Income-$2,585
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 2, 2022
Return Version
2021v4.2
Gross Receipts
$109,337
Mission and Program Overview

Mission

Educate the public and energy industry stakeholders about ways to capture the multiple benefits of energy-efficient, energy independent, resilient and healthy buildings and homes

Program Services

DescriptionGrantsExpenses
CONDUCTING AND DISSEMINATING ANALYSIS OF PAY AS YOU SAVE PROGRAM RESULTS TO THE BROADER ENERGY EFFICIENCY COMMUNITY$0$41,162
EDUCATING RURAL ELECTRIC COOPERATIVES ABOUT PAY AS YOU SAVE ON-BILL TARIFF PROGRAM MODELS AND ASSISTING THEM IN APPLYING FOR USDA LOANS TO FINANCE DEEP HOME ENERGY UPGRADES$0$32,930
PREPARING PROPOSALS IN RESPONSE TO GOVERNMENT, FOUNDATION, AND PRIVATE SECTOR REQUESTS FOR PROPOSALS ON PAYS$0$8,233
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JILL FERGUSONVice President/SecretaryPT$41,461$3,734$45,195
STEPHEN E BICKELPresident/TreasurerFT$0--
LAURA LANGHAMDirector-$0--
DAVID NEALDirector-$0--
Filing and Contact Details

Filer

Filer Name
Liberty Homes
EIN
83-4082816
Phone
3016644343
Address
11700 STONINGTON PLACE, SILVER SPRING, MD 20902

Signing Officer

Name
Stephen Bickel
Title
President
Phone
3016644343
Signed
2022-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Snyder Cohn Pc
Address
11200 ROCKVILLE PIKE SUITE 415, NORTH BETHESDA, MD 20852
Preparer
Keith Jennings
Phone
3016526700
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: miscellaneous revenue. Amount: 757.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: payroll taxes. Amount: 15,392. Description: office expenses. Amount: 10,301. Description: advertising . Amount: 847. Description: travel and meals & entertainment. Amount: 7,643. Description: insurance. Amount: 4,500. Total to form 990-ez, line 16: 38,683.

Form 990-ez, Part II, Line 24 - Other Assets

Description: accounts receivable. Beg. Of year amount: 5,000. End of year amount: 21,500.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable. Beg. Of year amount: 20,000. End of year amount: 0. Description: loan from s. Bickel. Beg. Of year amount: 134,457. End of year amount: 134,457. Description: credit card. Beg. Of year amount: 638. End of year amount: 3,654.

Raw XML Appendix186 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATE THE PUBLIC AND ENERGY INDUSTRY STAKEHOLDERS ABOUT WAYS TO CAPTURE THE MULTIPLE BENEFITS OF ENERGY-EFFICIENT, ENERGY INDEPENDENT, RESILIENT AND HEALTHY BUILDINGS AND HOMES
IRS990EZ/ProgramServiceRevenueAmt0105880
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PREPARING PROPOSALS IN RESPONSE TO GOVERNMENT, FOUNDATION, AND PRIVATE SECTOR REQUESTS FOR PROPOSALS ON PAYS
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt032930
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SalariesOtherCompEmplBnftAmt045478
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MD
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt020000
IRS990ScheduleA/First5Years509Ind0X
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0222700
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0105880
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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0OPERATIONS
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0200000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0STEPHEN E BICKEL
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0PRESIDENT
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IRS990ScheduleL/TotalBalanceDueAmt0134457
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MISCELLANEOUS REVENUE. AMOUNT: 757.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: PAYROLL TAXES. AMOUNT: 15,392. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 10,301. DESCRIPTION: ADVERTISING . AMOUNT: 847. DESCRIPTION: TRAVEL AND MEALS & ENTERTAINMENT. AMOUNT: 7,643. DESCRIPTION: INSURANCE. AMOUNT: 4,500. TOTAL TO FORM 990-EZ, LINE 16: 38,683.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 5,000. END OF YEAR AMOUNT: 21,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 20,000. END OF YEAR AMOUNT: 0. DESCRIPTION: LOAN FROM S. BICKEL. BEG. OF YEAR AMOUNT: 134,457. END OF YEAR AMOUNT: 134,457. DESCRIPTION: CREDIT CARD. BEG. OF YEAR AMOUNT: 638. END OF YEAR AMOUNT: 3,654.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN BICKEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03016644343
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIBERTY HOMES
ReturnHeader/Filer/BusinessNameControlTxt0LIBE
ReturnHeader/Filer/EIN0834082816
ReturnHeader/Filer/PhoneNum03016644343
ReturnHeader/Filer/USAddress/AddressLine1Txt011700 STONINGTON PLACE
ReturnHeader/Filer/USAddress/CityNm0SILVER SPRING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020902
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521022232
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SNYDER COHN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011200 ROCKVILLE PIKE SUITE 415
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTH BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020852
ReturnHeader/PreparerPersonGrp/PhoneNum03016526700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEITH JENNINGS
ReturnHeader/ReturnTs02022-11-07T13:00:50-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BICKEL
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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