Civic Intelligence

Liberty Foundation for Education

990EZ • Fiscal year 2015 • EIN 91-1879615

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 16, 2015

Organization Profilewww.libertysd.org/foundation.html

Refreshing map…

170 Liberty School RoadPetaluma, CA 94952

(707) 795-4380

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

66th percentile

11%

Higher net margin than 66% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

95th percentile

213%

Faster asset growth than 95% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

18th percentile

-29%

Faster revenue growth than 18% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$31,596

Flat from 2015

Net Assets

$31,596

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin66th percentile

Revenue

Flat

$43,989

Flat from 2015

Expenses

Flat

$38,972

Flat from 2015

Net Income

Flat

$5,017

Flat from 2015

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$100K$50K$0Assets 2013: $14,877Liabilities 2013: $02013Assets 2014: $10,106Net Assets 2014: $10,1062014Assets 2015: $31,596Net Assets 2015: $31,5962015Assets 2015: $31,596Liabilities 2015: $02015Assets 2016: $47,563Net Assets 2016: $47,5632016Assets 2017: $61,180Net Assets 2017: $61,1802017Assets 2018: $56,706Net Assets 2018: $56,7062018Assets 2019: $67,610Net Assets 2019: $67,6102019Assets 2020: $71,800Liabilities 2020: $02020Assets 2021: $47,780Net Assets 2021: $47,7802021Assets 2022: $62,838Net Assets 2022: $62,8382022Assets 2023: $65,829Liabilities 2023: $02023Assets 2024: $78,451Liabilities 2024: $02024Assets 2025: $95,213Net Assets 2025: $95,2132025

Highlighted filing

2015

Assets$31,596
Liabilities-
Net Assets$31,596
Open 2015 Filing

Operations Trend

Revenue Growth18th percentile

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

$100K$50K$0-$50KRevenue 2013: $56,670Expenses 2013: $76,697Net Income 2013: -$20,0272013Revenue 2014: $61,762Expenses 2014: $66,533Net Income 2014: -$4,7712014Revenue 2015: $43,989Expenses 2015: $38,972Net Income 2015: $5,0172015Revenue 2015: $43,989Expenses 2015: $38,972Net Income 2015: $5,0172015Revenue 2016: $50,506Expenses 2016: $34,539Net Income 2016: $15,9672016Revenue 2017: $41,388Expenses 2017: $27,771Net Income 2017: $13,6172017Revenue 2018: $41,049Expenses 2018: $45,523Net Income 2018: -$4,4742018Revenue 2019: $43,198Expenses 2019: $32,294Net Income 2019: $10,9042019Revenue 2020: $39,437Expenses 2020: $35,247Net Income 2020: $4,1902020Revenue 2021: $656Expenses 2021: $24,676Net Income 2021: -$24,0202021Revenue 2022: $55,166Expenses 2022: $40,108Net Income 2022: $15,0582022Revenue 2023: $53,294Expenses 2023: $50,303Net Income 2023: $2,9912023Revenue 2024: $53,159Expenses 2024: $40,537Net Income 2024: $12,6222024Revenue 2025: $75,465Expenses 2025: $58,703Net Income 2025: $16,7622025

Highlighted filing

2015

Revenue$43,989
Expenses$38,972
Net Income$5,017
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 16, 2015
Return Version
2014v5.0
Gross Receipts
$72,642
Mission and Program Overview

Mission

To provide resources and funds for maintaining and enriching the educational environment at Liberty Elementary School, and to form a bond between community members who care about Liberty School and those who are creatively carrying out the education of the students.

Program Services

DescriptionGrantsExpenses
Maintaining and enriching the educational environment at Liberty Elementary School.$29,845-
Forming a bond between community members, families, students and Liberty School.$6,108-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Beldon PanterPresident-$0--
Amy ReuserPresident-$0--
Cyndi LindelliSecretary-$0--
Dan HopleyTreasurer-$0--
Megan HermanVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walk-A-Thon$29,331$29,331$5,031$24,300
Scrip Income$7,557$7,557-$7,557
Total Events$36,888$36,888$5,734$31,154
Filing and Contact Details

Filer

Filer Name
Liberty Foundation For Education
EIN
91-1879615
Phone
7077954380
Address
170 Liberty School Road, Petaluma, CA 94952

Signing Officer

Name
Amy Reuser
Title
President
Signed
2015-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Haas & Reaney Llp
Address
3835 CYPRESS DR STE 204, PETALUMA, CA 94954-6967
Preparer
Tammy L Reaney CPA
Phone
4153821040
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Fieldtrips $14024”

Other Expenses.2

“Teacher Stipends $10367”

Other Expenses.3

“Other Program Expenses $3638”

Other Expenses.4

“Hospitality $3331”

Other Expenses.5

“Assemblies $2366”

Other Expenses.6

“Scholarships $2000”

Other Expenses.7

“Supplies $1223”

Other Expenses.8

“Liberty Library $1000”

Other Expenses.9

“Westside Relays $513”

Other Expenses.10

“Insurance $350”

Other Expenses.11

“Bank & Credit Card Fees $77”

Raw XML Appendix189 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/TitleTxt0President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt016473
IRS990EZ/OtherExpensesTotalAmt038889
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide resources and funds for maintaining and enriching the educational environment at Liberty Elementary School, and to form a bond between community members who care about Liberty School and those who are creatively carrying out the education of the students.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt029845
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt16108
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt028653
IRS990EZ/SpecialEventsNetIncomeLossAmt028640
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt038972
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0www.libertysd.org/foundation.html
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt015349
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt09125
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08150
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt017816
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt061042
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt085813
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0342373
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/PublicSupportTotal509Amt0403415
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt072642
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Scrip Income
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0703
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0703
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt029331
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07557
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt036888
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05031
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05031
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Fieldtrips $14024
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Teacher Stipends $10367
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Other Program Expenses $3638
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Hospitality $3331
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Assemblies $2366
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Scholarships $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Supplies $1223
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Liberty Library $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Westside Relays $513
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Insurance $350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Bank & Credit Card Fees $77
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
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ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Amy Reuser
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Liberty Foundation For Education
ReturnHeader/Filer/BusinessNameControlTxt0LIBE
ReturnHeader/Filer/EIN0911879615
ReturnHeader/Filer/PhoneNum07077954380
ReturnHeader/Filer/USAddress/AddressLine1Txt0170 Liberty School Road
ReturnHeader/Filer/USAddress/CityNm0Petaluma
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094952
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAAS & REANEY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03835 CYPRESS DR STE 204
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PETALUMA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0949546967
ReturnHeader/PreparerPersonGrp/PhoneNum04153821040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tammy L Reaney CPA
ReturnHeader/ReturnTs02015-11-16T16:42:34-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,596
Liabilities
-
Net assets
$31,596
Revenue
$43,989
Expenses
$38,972
Net income
$5,017
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$95.2$95.2$75.5$58.7$16.8
2024Summary only. Only limited summary data is available for this year.$78.5$0.00$53.2$40.5$12.6
2023Summary only. Only limited summary data is available for this year.$65.8$0.00$53.3$50.3$2.99
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$62.8$62.8$55.2$40.1$15.1
2021Detailed filing. Detailed filing data is available for this year.$47.8$47.8$0.66$24.7$24.0
2020Summary only. Only limited summary data is available for this year.$71.8$0.00$39.4$35.2$4.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$67.6$67.6$43.2$32.3$10.9
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$56.7$56.7$41.0$45.5$4.47
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.2$61.2$41.4$27.8$13.6
2016Detailed filing. Detailed filing data is available for this year.$47.6$47.6$50.5$34.5$16.0
2015Detailed filing. Detailed filing data is available for this year.$31.6$31.6$44.0$39.0$5.02
2015Summary only. Only limited summary data is available for this year.$31.6$0.00$44.0$39.0$5.02
2014Detailed filing. Detailed filing data is available for this year.$10.1$10.1$61.8$66.5$4.77
2013Summary only. Only limited summary data is available for this year.$14.9$0.00$56.7$76.7$20.0