Civic Intelligence

Liberty Foundation for Education

990EZ • Fiscal year 2018 • EIN 91-1879615

Jul 01, 2017 to Jun 30, 2018 • Filed on May 15, 2019

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

23rd percentile

-11%

Higher net margin than 23% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

33rd percentile

-7.3%

Faster asset growth than 33% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

47th percentile

-0.8%

Faster revenue growth than 47% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$56,706

Down $4,474 (-7.3%) from 2017

Net Assets

Down

$56,706

Down $4,474 (-7.3%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin23rd percentile

Revenue

Down

$41,049

Down $339 (-0.8%) from 2017

Expenses

Up

$45,523

Up $17,752 (+64%) from 2017

Net Income

Down

-$4,474

Down $18,091 (-133%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2018

Assets$56,706
Liabilities-
Net Assets$56,706
Open 2018 Filing

Operations Trend

Revenue Growth47th 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

2018

Revenue$41,049
Expenses$45,523
Net Income-$4,474
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 15, 2019
Return Version
2017v2.2
Gross Receipts
$70,589
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.$29,949-
Forming a bond between community members, families, students and Liberty School.$3,334-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Heather YatesPresident-$0--
Sommer HansenPresident-$0--
Cyndi LindelliSecretary-$0--
Daniel E HopleyTreasurer-$0--
Blythe WilhelmVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walk-A-Thon$31,870$31,870$6,763$25,107
Scrip Income$6,086$6,086-$6,086
Total Events$37,956$37,956$7,395$30,561
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
Blythe Wilhelm
Title
Vice President
Signed
2019-05-15
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 $161”

Other Expenses.1012

“Insurance $250”

Other Expenses.1

“Fieldtrips $13254”

Other Expenses.2

“Teacher Stipends $8341”

Other Expenses.3

“Other Program Expenses $4897”

Other Expenses.4

“Supplies $4883”

Other Expenses.5

“Hospitality $4324”

Other Expenses.6

“Assemblies $3500”

Other Expenses.7

“Scholarships $3000”

Other Expenses.8

“Liberty Library $2000”

Other Expenses.9

“Westside Relays $322”

Other Expenses.10

“Bank Charges $166”

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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum07077954380
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0170 Liberty School Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Petaluma
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094952
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt061180
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IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt014224
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Heather Yates
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sommer Hansen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Cyndi Lindelli
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Daniel E Hopley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Blythe Wilhelm
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt045098
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/GrantsAndAllocationsAmt029949
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt13334
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt029540
IRS990EZ/SpecialEventsNetIncomeLossAmt023707
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt045523
IRS990EZ/TotalProgramServiceExpensesAmt033283
IRS990EZ/TotalRevenueAmt041049
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0www.libertysd.org/foundation.html
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt017342
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt018243
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt013364
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt015349
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt09125
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt073423
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt047161
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt045388
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt050471
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt057293
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt085813
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0286126
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0359549
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt064503
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt063631
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt063835
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt072642
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt094938
IRS990ScheduleA/Total509Grp/TotalAmt0359549
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt064503
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt063631
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt063835
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt072642
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt094938
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0359549
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07395
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Walk-A-Thon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Scrip Income
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0632
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0632
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt031870
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06086
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt037956
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt031870
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06086
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt037956
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt030561
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06763
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06763
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $161
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Fieldtrips $13254
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Teacher Stipends $8341
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Other Program Expenses $4897
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Supplies $4883
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Hospitality $4324
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Assemblies $3500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Scholarships $3000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Liberty Library $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Westside Relays $322
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Bank Charges $166
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
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/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Blythe Wilhelm
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-15
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/PreparerFirmEIN0371534239
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/ReturnTs02019-05-15T09:35:12-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56,706
Liabilities
-
Net assets
$56,706
Revenue
$41,049
Expenses
$45,523
Net income
-$4,474
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
2018Detailed filing. Detailed filing data is available for this year.$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
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