LIBERTY EDUCATION FOUNDATION (EIN 371351472) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1995

Legal Domicile

Principal Officer

JODY OBERT

Phone

2176453434

Tax Period

2024-07-01 to 2025-06-30

LIBERTY EDUCATION FOUNDATION, founded in 1995, is a micro nonprofit in the Community Improvement sector that reported $81K in total revenue in fiscal year 2017. Revenue fell 28% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $35K, a strong 43% operating margin.

Mission

THE FOUNDATION GIVES MONETARY GRANTS TO LIBERTY COMMUNTIY SCHOOL DISTRICT 2 TO ENHANCE THE EDUCATIONAL OPPORTUNITIES OF STUDENTS AND TEACHER

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Trantor Score

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

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $26,015

Program Service Revenue $0

Investment Income $4,796

Other Revenue $0

TOTAL REVENUE $30,811

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $43,443

TOTAL EXPENSES $43,443

Year-over-Year Comparison

	2024	2023	Change
Revenue	$30,811	$26,153	+0.2%
Expenses	$43,443	$23,266	+0.9%
Net Income	$-12,632	$2,887	-5.4%

Key Indicators

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

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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JODY OBERT	PRESIDENT	2	Officer Director	$0	$0	$0
MARK FIELD	TREASURER	3	Officer Director	$0	$0	$0
KELLE BUNCH	DIRECTOR	1	Director	$0	$0	$0
KIMBERLY HARRISON	SECRETARY	2	Officer Director	$0	$0	$0
JEFF KROENCKE	DIRECTOR	1	Director	$0	$0	$0
JILL OBERLING	DIRECTOR	1	Director	$0	$0	$0
KAYLA DERHAKE	DIRECTOR	1	Director	$0	$0	$0
ANDREA SIMS	DIRECTOR	1	Director	$0	$0	$0
MELISSA STRALEY	DIRECTOR	1	Director	$0	$0	$0

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
2025	$30,811	$43,443	$389,331	$-12,632
2024	No data	No data	No data	No data
2023	$35,745	$18,612	$393,751	$17,133
2022	$46,606	$27,931	$378,145	$18,675
2021	$73,234	$46,260	$359,470	$26,974
2020	$85,400	$52,081	$332,496	$33,319
2019	$42,639	$54,225	$299,177	$-11,586
2018	$80,758	$45,696	$310,763	$35,062

LIBERTY EDUCATION FOUNDATION