LIBERTY INITIATIVE FUND (EIN 454101488) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2011

Legal Domicile

Principal Officer

PAUL JACOB

Phone

7034921776

Tax Period

2023-01-01 to 2023-12-31

LIBERTY INITIATIVE FUND, founded in 2011, is a small nonprofit that reported $902K in total revenue in fiscal year 2020. Revenue surged 72% from the prior year, signaling strong growth momentum. Expenses of $813K left a modest 10% surplus.

Mission

TO RALLY AMERICANS TO RESTORE GREATER CITIZEN CONTROL OF GOVERNMENT BY ASSISTING CITIZENS IN TAKING THE INITIATIVE OR REFERENDUM OR RECALL PROCESS TO INCREASE OUR LIBERTY ESPECIALLY BY PLACING MEASURES ON STATE AND LOCAL BALLOTS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $3,086,123

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $3,086,123

Expense Breakdown

Grants Paid $85,000

Salaries & Benefits $0

Fundraising Expenses $22,836

Program Expenses $1,790,100

Other Expenses $1,745,414

TOTAL EXPENSES $1,830,414

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,086,123	$2,267,074	+0.4%
Expenses	$1,830,414	$5,209,973	-0.6%
Net Income	$1,255,709	$-2,942,899	-1.4%

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
PAUL JACOB	PRESIDENT	20.00	Officer Director	$0	$0	$0
FRANK GILBERT	TREASURER	2.00	Officer Director	$0	$0	$0
SCOTT TILLMAN	DIRECTOR	2.00	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
2024	No data	No data	No data	No data
2023	$3,086,123	$1,830,414	$521,754	$1,255,709
2022	$2,267,074	$5,209,973	$8,535	$-2,942,899
2021	$3,241,019	$2,141,525	$2,339,095	$1,099,494
2020	$901,868	$812,960	$1,165,161	$88,908

LIBERTY INITIATIVE FUND