Civic Intelligence

Liberty Foundation for Education

990EZ • Fiscal year 2017 • EIN 91-1879615

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 28, 2018

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

85th percentile

33%

Higher net margin than 85% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

77th percentile

29%

Faster asset growth than 77% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

25th percentile

-18%

Faster revenue growth than 25% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$61,180

Up $13,617 (+29%) from 2016

Net Assets

Up

$61,180

Up $13,617 (+29%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin85th percentile

Revenue

Down

$41,388

Down $9,118 (-18%) from 2016

Expenses

Down

$27,771

Down $6,768 (-20%) from 2016

Net Income

Down

$13,617

Down $2,350 (-15%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth77th 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: $31,596Liabilities 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

2017

Assets$61,180
Liabilities-
Net Assets$61,180
Open 2017 Filing

Operations Trend

Revenue Growth25th 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 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

2017

Revenue$41,388
Expenses$27,771
Net Income$13,617
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 28, 2018
Return Version
2016v3.0
Gross Receipts
$64,757
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.$17,927-
Forming a bond between community members, families, students and Liberty School.$4,117-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Megan HermanPresident-$0--
Heather YatesPresident-$0--
Sommer HansenVice President-$0--
Cyndi LindelliSecretary-$0--
Dan HopleyTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walk-A-Thon$27,335$27,335$6,124$21,211
Total Events$27,335$27,335$6,768$20,567
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
Dan Hopley
Title
Treasurer
Signed
2018-03-28
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.1002

“Office Expenses $580”

Other Expenses.1012

“Insurance $250”

Other Expenses.1

“Teacher Stipends $7442”

Other Expenses.2

“Fieldtrips $4981”

Other Expenses.3

“Other Program Expenses $4185”

Other Expenses.4

“Hospitality $3224”

Other Expenses.5

“Assemblies $2130”

Other Expenses.6

“Liberty Library $1500”

Other Expenses.7

“Supplies $1315”

Other Expenses.8

“Scholarships $1000”

Other Expenses.9

“Westside Relays $630”

Other Expenses.10

“Bank & Credit Card Fees $89”

Raw XML Appendix187 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/PersonNm3Cyndi Lindelli
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Dan Hopley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt027326
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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Maintaining and enriching the educational environment at Liberty Elementary School.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Forming a bond between community members, families, students and Liberty School.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt017927
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt14117
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt023369
IRS990EZ/SpecialEventsNetIncomeLossAmt023145
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027771
IRS990EZ/TotalProgramServiceExpensesAmt022044
IRS990EZ/TotalRevenueAmt041388
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0www.libertysd.org/foundation.html
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt018243
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt013364
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt015349
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt09125
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt010602
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt066683
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt045388
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt050471
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt057293
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt085813
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt073202
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0312167
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0378850
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt063631
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt063835
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt072642
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt094938
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt083804
IRS990ScheduleA/Total509Grp/TotalAmt0378850
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt094938
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt083804
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0378850
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06768
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Walk-A-Thon
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0644
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0644
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt027335
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt027335
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt027335
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt020567
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06124
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06124
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $580
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Teacher Stipends $7442
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Fieldtrips $4981
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Other Program Expenses $4185
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Hospitality $3224
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Assemblies $2130
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Liberty Library $1500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Supplies $1315
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Scholarships $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Westside Relays $630
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Bank & Credit Card Fees $89
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Dan Hopley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-28
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/ReturnTs02018-03-28T17:19:05-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$61,180
Liabilities
-
Net assets
$61,180
Revenue
$41,388
Expenses
$27,771
Net income
$13,617
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
2017Detailed filing. Detailed filing data is available for this year.$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
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