LIBERTY FOUNDATION INC (EIN 141759246) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1992

Legal Domicile

Principal Officer

JENNIFER SAUNDERS

Phone

5188425080

Tax Period

2024-01-01 to 2024-12-31

LIBERTY FOUNDATION INC, founded in 1992, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2024. Revenue surged 58% from the prior year, signaling strong growth momentum. Expenses of $2.0M exceeded revenue, resulting in a 33% operating deficit.

Mission

RAISE & MNG FUNDS FOR SUPPORTING PRGMS TO IMPROVE THE LIVES OF PERSONS W/DEVELOPMENTAL DISABILITIES

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $142,607

Program Service Revenue $0

Investment Income $1,212,278

Other Revenue $156,801

TOTAL REVENUE $1,511,686

Expense Breakdown

Grants Paid $1,793,035

Salaries & Benefits $121,050

Fundraising Expenses $16,086

Program Expenses $1,793,035

Other Expenses $103,708

TOTAL EXPENSES $2,017,793

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,511,686	$959,667	+0.6%
Expenses	$2,017,793	$335,140	+5.0%
Net Income	$-506,107	$624,527	-1.8%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$609,350

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DONNA CANESTRARO	PRESIDENT	1.00	Director	$0	$0	$0
BRETT HARRIS	TREASURER	1.00	Director	$0	$0	$0
SARAH E ADAMOWSKI	DIRECTOR	1.00	Director	$0	$0	$0
PAUL DICAPRIO	VICE PRESIDENT	1.00	Director	$0	$0	$0
MICHAEL LOBB	DIRECTOR	1.00	Director	$0	$0	$0
WANDA BURLING	DIRECTOR EMERITI	1.00	Director	$0	$0	$0
ANNE BOLES	DIRECTOR	1.00	Director	$0	$0	$0
TAMMY KRISHER	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER SAUNDERS	CEO	1.00	Officer	$0	$56,948	$307,017
BRIAN CREGIN	CFO	1.00	Officer	$0	$0	$55,293
CANDY OPALKA	COO	1.00	Officer	$0	$37,528	$237,232
BEATRICE MARRINER	CFO	1.00	Officer	$0	$0	$9,808

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$1,511,686	$2,017,793	$46,230,760	$-506,107
2023	$959,667	$335,140	$41,047,662	$624,527
2022	$475,806	$208,396	$34,489,715	$267,410
2021	$889,258	$295,630	$41,905,032	$593,628
2020	$608,237	$234,699	$35,709,391	$373,538
2019	$1,285,395	$1,558,906	$31,214,157	$-273,511
2018	$847,623	$267,798	$27,204,209	$579,825

LIBERTY FOUNDATION INC