LIBERTY PLACE INC

🔒

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

1996

Legal Domicile

Principal Officer

FRANCINE COOPER

Phone

4062879987

Tax Period

2024-01-01 to 2024-12-31

LIBERTY PLACE INC, founded in 1996, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.5M in total revenue in fiscal year 2024. Revenue surged 65% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.5M, a strong 44% operating margin.

Mission

TO PROVIDE AN ATMOSPHERE OF SUPPORT IN A THERAPEUTIC AND STRUCTURED ENVIRONMENT FOR INDIVIDUALS WITH ACQUIRED BRAIN INJURIES AS WELL AS TO ENCOURAGE THESE INDIVIDUALS TO REACH THEIR HIGHEST LEVEL OF INDEPENDENCE AND TO ENHANCE THEIR QUALITY OF LIFE.

Program Service Accomplishments

Program 1

Expenses: $1,562,488 Revenue: $1,318,609

FACILITIES TO PROVIDE CARE FOR INDIVIDUALS WITH ACQUIRED BRAIN INJURIES. POST-PANDEMIC OPERATIONS CONTINUED TO NORMALIZE IN THE WHITEHALL, MT FACILITIES.

Program 2

Expenses: $104,094 Revenue: $41,998

WHITEHALL PUBLIC TRANSPORTATION PROGRAM, INITIATED IN JULY 2011 THROUGH A GRANT WITH THE MONTANA DEPARTMENT OF TRANSPORTATION, PROVIDES TRANSPORTATION SERVICES TO RESIDENTS OF THE WHITEHALL AREA WHO ARE ELDERLY OR DISABLED AND THEN THE GENERAL PUBLIC. THE ORGANIZATION ALSO PROVIDES SERVICES TO BOULDER, MT.THIS PROGRAM IS PRIMARILY FUNDED THROUGH GRANTS AND DONATIONS, THE LARGEST GRANT BEING FROM THE MONTANA DEPARTMENT OF TRANSPORTATION. IN 2024, JEFFERSON COUNTY GAVE $58,000 FOR ANNUAL MATCH FOR WPT/WHITEHALL & BOULDER AND MONTANA DEPT. OF TRANSPORTATION GAVE $182,591 FOR WPT OPERATIONS.

🔒

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 $352,618

Program Service Revenue $1,360,607

Investment Income $1,719,428

Other Revenue $32,029

TOTAL REVENUE $3,464,682

Expense Breakdown

Grants Paid $500

Salaries & Benefits $1,353,515

Fundraising Expenses $0

Program Expenses $1,666,582

Other Expenses $584,037

TOTAL EXPENSES $1,938,052

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,464,682	$2,094,334	+0.7%
Expenses	$1,938,052	$2,618,520	-0.3%
Net Income	$1,526,630	$-524,186	-3.9%

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

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

$66,368

Total Directors

$26,317

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS HARRINGTON	PRESIDENT (12/31/24)	1.00	Officer Director	$0	$0	$0
THOMAS SALVAGNI	VICE PRESIDENT (12/20/24)	0.50	Officer Director	$0	$0	$0
CHARLES FRITZ MD	SECRETARY/TREASURER (12/20/24)	0.50	Officer Director	$0	$0	$0
TERRIE CASAGRANDE	DIRECTOR (12/20/24)	0.50	Director	$0	$0	$0
JANE GEISSLER	DIRECTOR (12/20/24)	0.25	Director	$0	$0	$0
GAIL GUNDERSON	DIRECTOR (12/20/24)	0.50	Director	$0	$0	$0
DIANE O'CONNOR	DIRECTOR (12/20/24)	0.25	Director	$0	$0	$0
JASON SALVAGNI	DIRECTOR (12/20/24)	0.25	Director	$0	$0	$0
RHONDA HOBBS	DIRECTOR (12/20/24)	0.50	Director	$26,317	$0	$26,317
JAY DOYLE	DIRECTOR	0.25	Director	$0	$0	$0
BARBARA ANDREOZZI	DIRECTOR	0.25	Director	$0	$0	$0
BARB SHERRILL	DIRECTOR	0.25	Director	$0	$0	$0
ANN GEIGER	EXECUTIVE DIRECTOR	40.00	Officer	$64,134	$2,234	$66,368

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	$3,464,682	$1,938,052	$1,630,189	$1,526,630
2023	$2,094,334	$2,618,520	$3,155,521	$-524,186
2022	$2,643,058	$2,795,874	$3,708,524	$-152,816
2021	$2,658,015	$2,343,733	$3,909,153	$314,282
2020	$2,866,995	$2,302,623	$4,013,057	$564,372
2019	$1,859,788	$1,868,868	$3,260,615	$-9,080
2018	$1,961,422	$1,736,235	$3,443,010	$225,187