LIBERTY HOMES (EIN 834082816) - 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

2019

Legal Domicile

Principal Officer

STEPHEN BICKEL

Phone

3016644343

Tax Period

2020-01-01 to 2020-12-31

LIBERTY HOMES, founded in 2019, is a small nonprofit in the Community Improvement sector that reported $274K in total revenue in fiscal year 2020. Revenue surged 1152% from the prior year, signaling strong growth momentum. The organization ran a surplus of $146K, a strong 53% operating margin.

Mission

TO EDUCATE THE PUBLIC AND ENERGY INDUSTRY STAKEHOLDERS ABOUT WAYS TO CAPTURE THE MULTIPLE BENEFITS OF ENERGY-EFFICIENT, ENERGY INDEPENDENT, RESILIENT AND HEALTHY BUILDINGS AND HOMES

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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 (2020)

Revenue Breakdown

Contributions & Grants $200,000

Program Service Revenue $73,200

Investment Income $0

Other Revenue $490

TOTAL REVENUE $273,690

Expense Breakdown

Grants Paid $0

Salaries & Benefits $64,458

Fundraising Expenses $0

Program Expenses $94,385

Other Expenses $63,474

TOTAL EXPENSES $127,932

Year-over-Year Comparison

	2020	2019	Change
Revenue	$273,690	$21,852	+11.5%
Expenses	$127,932	$102,518	+0.2%
Net Income	$145,758	$-80,666	-2.8%

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

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

$59,717

Total Directors

$59,717

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHEN E BICKEL	PRESIDENT/TREASURER	40.00	Officer Director	$0	$0	$0
JILL FERGUSON	VICE PRESIDENT/SECRETARY	40.00	Officer Director	$57,334	$2,383	$59,717
LAURA LANGHAM	DIRECTOR	0.25	Director	$0	$0	$0
DAVID NEAL	DIRECTOR	0.25	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
2020	$273,690	$127,932	$220,187	$145,758
2019	$21,852	$102,518	$13,662	$-80,666

LIBERTY HOMES