LIBERTY HOUSE (EIN 931236936) - 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

1997

Legal Domicile

Principal Officer

BRUCE ANDERSON

Phone

5035400288

Tax Period

2023-07-01 to 2024-06-30

LIBERTY HOUSE, founded in 1997, is a community nonprofit in the Human Services sector that reported $5.3M in total revenue in fiscal year 2023.

Mission

EXCELLENCE IN THE ASSESSMENT, TREATMENT, AND PREVENTION OF CHILD ABUSE, NEGLECT, TRAUMA, AND GRIEF IN ORDER TO PROMOTE HEALTH AND HOPE IN CHILDREN, YOUTH, FAMILIES AND COMMUNITIES.

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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 $3,660,781

Program Service Revenue $1,673,022

Investment Income $40,002

Other Revenue $-58,395

TOTAL REVENUE $5,315,410

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,696,014

Fundraising Expenses $611,380

Program Expenses $3,945,097

Other Expenses $1,115,135

TOTAL EXPENSES $5,811,149

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,315,410	$5,257,992	+0.0%
Expenses	$5,811,149	$5,254,937	+0.1%
Net Income	$-495,739	$3,055	-163.3%

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

104

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

$478,556

Total Directors

Key Employees

$283,465

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANNY BISGARD	VICE CHAIR (THROUGH 12/2023)	1.50	Officer Director	$0	$0	$0
KATHY GORDON	VICE CHAIR	1.00	Officer Director	$0	$0	$0
EVA CORBIN	CHAIR	1.50	Officer Director	$0	$0	$0
RICH DUNCAN	DIRECTOR	1.00	Director	$0	$0	$0
JAMES GREEN	TREASURER/SECRETARY	1.50	Officer Director	$0	$0	$0
RANDY GREEN	DIRECTOR	1.00	Director	$0	$0	$0
DENISE HARVEY	DIRECTOR	1.00	Director	$0	$0	$0
DON MCBRIDE	DIRECTOR	1.00	Director	$0	$0	$0
SARAH HORN	DIRECTOR	1.00	Director	$0	$0	$0
ALICIA MARTINEZ	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE JENNINGS	DIRECTOR	1.00	Director	$0	$0	$0
DEBBIE JOA	DIRECTOR	1.00	Director	$0	$0	$0
VINCENZO MEDURI	DIRECTOR	1.00	Director	$0	$0	$0
BRENDAN MURPHY	DIRECTOR	1.00	Director	$0	$0	$0
TYSON WOOTERS	DIRECTOR (THROUGH 9/2023)	1.00	Director	$0	$0	$0
JOHN TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
TOBIAS TINGLEAF	DIRECTOR	1.00	Director	$0	$0	$0
TREVOR WOLMACK	DIRECTOR	1.00	Director	$0	$0	$0
CASI HEGNEY	DIRECTOR (SINCE 1/2024)	1.00	Director	$0	$0	$0
MATTHEW MILLER	DIRECTOR (SINCE 3/2024)	1.00	Director	$0	$0	$0
JESSE PEONE III	DIRECTOR (SINCE 6/2024)	1.00	Director	$0	$0	$0
TJ SULLIVAN	DIRECTOR (SINCE 1/2024)	1.00	Director	$0	$0	$0
ROBERT ZIELINSKI	DIRECTOR (SINCE 12/2023)	1.00	Director	$0	$0	$0
ALISON KELLEY	CEO	40.00	Officer	$202,763	$14,606	$217,369
BRUCE ANDERSON	DEPUTY CHIEF EXECUTIVE OFFICER	40.00	Officer	$111,151	$16,311	$127,462
JULIE BLUMS	CFO	40.00	Officer	$115,478	$18,247	$133,725
KALIQ WILLIAMS	MEDICAL DIRECTOR	40.00	Key Emp	$253,122	$30,343	$283,465
JUNE LEE	MEDICAL PROVIDER	40.00	Highest	$236,156	$19,522	$255,678
MARILYN DANIEL	CHIEF OF CLINICAL OPERATIONS	40.00	Highest	$109,564	$16,647	$126,211
KATE MARSH	MEDICAL PROVIDER	40.00	Highest	$115,264	$23,396	$138,660
SHIRLEE SITTON	CHIEF ADMINISTRATIVE OFFICER	40.00	Highest	$112,358	$3,948	$116,306

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	$5,315,410	$5,811,149	$5,976,755	$-495,739
2023	$5,257,992	$5,254,937	$5,183,258	$3,055
2022	$5,097,318	$5,033,230	$5,276,836	$64,088
2021	$5,010,717	$4,238,861	$5,371,852	$771,856
2020	$4,071,933	$4,025,523	$4,690,640	$46,410
2019	$3,496,128	$3,413,483	$4,008,811	$82,645

LIBERTY HOUSE