LIBERTY SCHOOL DISTRICT FOUNDATION

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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

JOHN OTTE

Phone

8167367120

Tax Period

2023-07-01 to 2024-06-30

LIBERTY SCHOOL DISTRICT FOUNDATION, founded in 1995, is a small nonprofit in the Unknown sector that reported $387K in total revenue in fiscal year 2023.

Mission

ENRICHING EDUCATIONAL EXPERIENCES IN LIBERTY PUBLIC SCHOOLS BY MOBILIZING COMMUNITY RESOURCES AND FINANCIAL SUPPORT

Program Service Accomplishments

Program 1

Expenses: $179,674 Revenue: $0

GIFTS TO SUPPORT STUDENT PROGRAMMING IN LIBERTY PUBLIC SCHOOLS INCLUDING: * FUNDED CLASSROOM, DEPARTMENT, AND SCHOOL-WIDE GRANTS * SUPPLIED 15,000 ISO-CERTIFIED ECLIPSE GLASSES FOR ALL STUDENTS/STAFF * GIFTED ALL 800 KINDERGARTEN STUDENTS WITH A BOOK AND HOSTED AUTHOR * HOSTED A 3-DAY PERSONAL DEVELOPMENT/LEADERSHIP EVENT FOR 80 HIGH SCHOOL STUDENTS * PROVIDED SCHOLARSHIPS FOR GRADUATING SENIORS * RECOGNIZED 70 STUDENTS FOR THEIR OUTSTANDING CHARACTER AND COMMUNITY ACHIEVEMENTS * AND OTHER

Program 2

Expenses: $52,596 Revenue: $0

GIFTS TO SUPPORT AND SHOW APPRECIATION TO FACULTY AND STAFF OF LIBERTY PUBLIC SCHOOLS INCLUDING: * AWARDED GRANTS TO FIRST-YEAR ELEMENTARY TEACHERS TO HELP PREPARE THEIR CLASSROOMS * PROVIDED $100 TO ALL NEW-TO-THE-PROFESSION EDUCATORS TO SUPPORT CLASSROOM SET UP * AWARDED SCHOLARSHIPS TO 7 FACULTY MEMBERS FOR PROFESSIONAL DEVELOPMENT * HOSTED MULTIPLE DISTRICT-WIDE APPRECIATION EVENTS FOR 2,000 DISTRICT EMPLOYEES * AND OTHER

Program 3

Expenses: $40,996 Revenue: $0

SCHOLARSHIPS AND COSTS OF BASIC NEEDS TO SUPPORT STUDENTS IN LIBERTY PUBLIC SCHOOLS INCLUDING: * PROVIDED EMERGENCY FINANCIAL ASSISTANCE FOR UTILITIES, RENT, CLOTHING AND OTHER TO OVER 80 FAMILIES IN NEED * PAID OFF MEAL DEBT FOR 442 STUDENTS * PURCHASED 250 BACKPACKS AND HEADPHONES * AND OTHER

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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 (2023)

Revenue Breakdown

Contributions & Grants $240,683

Program Service Revenue $0

Investment Income $22,173

Other Revenue $123,933

TOTAL REVENUE $386,789

Expense Breakdown

Grants Paid $192,872

Salaries & Benefits $0

Fundraising Expenses $63,602

Program Expenses $279,000

Other Expenses $204,836

TOTAL EXPENSES $397,708

Year-over-Year Comparison

	2023	2022	Change
Revenue	$386,789	$360,832	+0.1%
Expenses	$397,708	$337,643	+0.2%
Net Income	$-10,919	$23,189	-1.5%

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

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
BECKI ANDERSON	DIRECTOR	0.50	Director	$0	$0	$0
HEATH BURCH	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
CHRISTA COPP	DIRECTOR	0.50	Director	$0	$0	$0
MATT FLENER	DIRECTOR	0.50	Director	$0	$0	$0
ERIC GLENN	DIRECTOR	0.50	Director	$0	$0	$0
RICHIE HENDERSON	DIRECTOR	0.50	Director	$0	$0	$0
DOTY HOFFMAN	PROGRAM CHAIR	1.00	Officer Director	$0	$0	$0
JEN HUYSER	DIRECTOR	0.50	Officer Director	$0	$0	$0
KATIE JOHANNES	DIRECTOR	0.50	Director	$0	$0	$0
JODY MAGERA	CHAIR	2.00	Officer Director	$0	$0	$0
KIRA MONTUORI	DIRECTOR	0.50	Director	$0	$0	$0
SHEA O'DELL	DIRECTOR	0.50	Director	$0	$0	$0
JOHN OTTE	CHAIR ELECT	0.50	Officer Director	$0	$0	$0
WILL PATTERSON	DIRECTOR	0.50	Officer Director	$0	$0	$0
NATALIE POTTIER	DIRECTOR	0.50	Director	$0	$0	$0
LORA RHODUS	DIRECTOR	0.50	Director	$0	$0	$0
ROBIN RUHLMAN	DIRECTOR	0.50	Director	$0	$0	$0
ARCHIE SMITH	DIRECTOR	0.50	Director	$0	$0	$0
RHONDA TORNO	DIRECTOR	0.50	Director	$0	$0	$0
MICHAEL WEISHAAR	DIRECTOR	0.50	Director	$0	$0	$0
MELANIE ZIMMER	MARKETING CHAIR	1.00	Officer 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	No data	No data	No data	No data
2024	$386,789	$397,708	$661,243	$-10,919
2023	$360,832	$337,643	$646,996	$23,189
2022	$344,893	$324,019	$580,927	$20,874
2021	$276,015	$262,390	$645,411	$13,625
2020	$322,215	$291,604	$581,308	$30,611
2019	$311,943	$352,761	$551,413	$-40,818