Liberty Place INC: FY2023 Nonprofit Profile & Form 990 (EIN 81-0507821)

Ann Geiger’s $64K as Executive Director is at the 10th percentile of top reported officer pay among 1690 $1–10M philanthropy & grantmaking nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

Name	FY2024	FY2023	FY2022	FY2021	FY2020
Ann Geiger	$64,134	$63,358	$68,541	$63,633	$67,746
Rhonda Hobbs	$26,317	$23,400	$24,060	$23,626	$33,099

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Empowers individuals with brain injuries to achieve independence and improve their lives.

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Provided by the organization

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2 programs · $2.4M · in their own filed words · FY2023

01

Facilities to provide care for individuals with acquired brain injuries. Post-pandemic operations began to normalize in the whitehall, MT facilities. We closed operations in belgrade, MT.

$2.2Mprogram expense

02

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.

$211Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record

Grants received · FY2024

National Philanthropic TrustFY2024$10K

Total grants receivedfrom 1 funder$10K

By the numbers

The FY2023 990, line by line.

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1The main four

Money inPt VIII

$2.1M

Ln 12

Fees for servicesLn 2g$1.7M

Gifts and grantsLn 1h$322K

Other incomeLn 4–11$22K

Money outPt IX

$2.6M

Ln 25

Programscol B$2.4M

Managementcol C$254K

Owns and owesPt X

−$94K

net assets · Ln 32

Cash and savingsLn 1–2$276K

Total assetsLn 16$3.2M

LiabilitiesLn 26$3.2M

PeoplePt VI, VII

12

listed · VII A

PaidVII A2

Voting boardVI 1a9

IndependentVI 1b8

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$322K

Government grantsLn 1e$235K

Noncash giftsLn 1g$8K

Fundraising eventsLn 1c$58K

Fees for servicesLn 2g$1.7M

Investment incomeLn 3$4K

Other incomeLn 4–11$22K

Gains on assetsLn 7$200

Total revenueLn 12$2.1M

Assets in detailPt X, end of year

CashLn 1$225K

SavingsLn 2$51K

Cash and savings togetherLn 1–2$276K

Land, buildings, equipmentLn 10c$2.8M

Other assetsLn 15$14K

Total assetsLn 16$3.2M

LiabilitiesLn 26$3.2M

Net assetsLn 32−$94K

OperationsPt I, VI

EmployeesI 560

VolunteersI 611

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14Yes

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY23	End FY23
Cash and savingsLn 1–2	$787K	$276K
Land, buildings, equipmentLn 10c	$2.9M	$2.8M
Total assetsLn 16	$3.7M	$3.2M
LiabilitiesLn 26	$3.1M	$3.2M
Net assetsLn 32	$639K	−$94K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Pay of current officers, directors and key staffLn 5	$91K		$91K
Other salaries and wagesLn 7	$1.5M	$1.4M	$86K
Pension plan contributionsLn 8	$15K	$11K	$4K
Other employee benefitsLn 9	$54K	$49K	$5K
Payroll taxesLn 10	$119K	$106K	$13K
Legal feesLn 11b	$4K		$4K
Accounting feesLn 11c	$28K	$27K	$882
Investment management feesLn 11f	$59		$59
Other fees for servicesLn 11g	$81K	$81K	$131
Advertising and promotionLn 12	$5K	$1K	$3K
Office expensesLn 13	$18K	$9K	$9K
OccupancyLn 16	$209K	$198K	$11K
TravelLn 17	$3K	$3K	$506
Conferences, conventions and meetingsLn 19	$1K	$945	$362
InterestLn 20	$95K	$89K	$5K
Depreciation, depletion and amortizationLn 22	$141K	$141K
InsuranceLn 23	$134K	$117K	$17K
Other expenses (24a–d)Ln 24	$143K	$141K	$2K
All other expensesLn 24e	$6K	$5K	$1K
Total functional expensesLn 25	$2.6M	$2.4M	$254K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024 Latest	$3.5M	$1.9M	$1.5M	$1.4M	990 PDF
FY2023 Viewing	$2.1M	$2.6M	−$524K	−$94K	990 PDF
FY2022	$2.6M	$2.8M	−$153K	$639K	990 PDF
FY2021	$2.7M	$2.3M	$314K	$793K	990 PDF
FY2020	$2.9M	$2.3M	$564K	$478K	990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations

See the full FY2023 990 (6 parts)

Part I · Summary $2,094,334 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $527,547$322,271

I-9 Program service revenuePrior year $2,086,348$1,746,782

I-10 Investment incomePrior year $11,000$3,667

I-11 Other revenuePrior year $18,163$21,614

I-12 Total revenuePrior year $2,643,058$2,094,334

I-13 Grants and similar amounts paidPrior year $0$0

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $1,773,747$1,749,584

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $1,022,127$868,936

I-18 Total expensesPrior year $2,795,874$2,618,520

I-19 Revenue less expensesPrior year −$152,816−$524,186

Part VI · Governance 8 of 9 board members independent, no flags

VI-1a Voting members of the governing body9

VI-1b Independent voting members8

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

VI-13 Written whistleblower policyYes

VI-14 Document retention and destruction policyYes

VI-15a Process for setting top official's payYes

Part VIII · Statement of revenue $2,094,334 across 12 lines filed

VIII-1c Fundraising events$57,980

VIII-1e Government grants$235,047

VIII-1f All other contributions, gifts and grants$29,244

VIII-1g Noncash contributions (included above)$8,473

VIII-1h Total contributions, gifts and grants$322,271

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,746,782$1,746,782

VIII-3 Investment incomeExcluded from tax $3,467$3,467

VIII-6 Net rental income or lossExcluded from tax $24,606$24,606

VIII-7 Net gain or loss on sales of assetsExcluded from tax $200$200

VIII-8 Net income from fundraising eventsExcluded from tax −$9,005−$9,005

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $6,013$6,013

VIII-12 Total revenueRelated to mission $1,746,782 · Unrelated business $0 · Excluded from tax $25,281$2,094,334

Part IX · Statement of functional expenses $2,618,520 across 19 lines filed

IX-5 Pay of current officers, directors and key staffManagement $90,808$90,808

IX-7 Other salaries and wagesPrograms $1,384,646 · Management $85,883$1,470,529

IX-8 Pension plan contributionsPrograms $11,150 · Management $3,777$14,927

IX-9 Other employee benefitsPrograms $49,345 · Management $4,684$54,029

IX-10 Payroll taxesPrograms $106,232 · Management $13,059$119,291

IX-11b Legal feesManagement $4,409$4,409

IX-11c Accounting feesPrograms $26,928 · Management $882$27,810

IX-11f Investment management feesManagement $59$59

IX-11g Other fees for servicesPrograms $81,082 · Management $131$81,213

IX-12 Advertising and promotionPrograms $1,430 · Management $3,492$4,922

IX-13 Office expensesPrograms $8,882 · Management $9,111$17,993

IX-16 OccupancyPrograms $197,780 · Management $11,452$209,232

IX-17 TravelPrograms $2,524 · Management $506$3,030

IX-19 Conferences, conventions and meetingsPrograms $945 · Management $362$1,307

IX-20 InterestPrograms $89,468 · Management $5,298$94,766

IX-22 Depreciation, depletion and amortizationPrograms $141,271$141,271

IX-23 InsurancePrograms $116,864 · Management $16,794$133,658

IX-24 Other expenses (24a–d)Programs $141,090 · Management $2,371$143,461

IX-24e All other expensesPrograms $4,747 · Management $1,058$5,805

IX-25 Total functional expensesPrograms $2,364,384 · Management $254,136 · Fundraising $0$2,618,520

Part X · Balance sheet $3,155,521 assets, 14 lines filed

X-1 Cash, non-interest-bearingStart of year $12,579$224,981

X-2 Savings and temporary cash investmentsStart of year $774,549$51,169

X-4 Accounts receivableStart of year $34,112$107,054

X-10c Land, buildings and equipment, netStart of year $2,872,505$2,757,947

X-14 Intangible assetsStart of year $1,397$636

X-15 Other assetsStart of year $13,382$13,734

X-16 Total assetsStart of year $3,708,524$3,155,521

X-17 Accounts payable and accrued expensesStart of year $115,456$111,464

X-25 Other liabilitiesStart of year $4,009$4,009

X-26 Total liabilitiesStart of year $3,069,059$3,249,055

X-27 Net assets without donor restrictionsStart of year $630,965−$102,034

X-28 Net assets with donor restrictionsStart of year $8,500$8,500

X-32 Total net assets or fund balancesStart of year $639,465−$93,534

X-33 Total liabilities and net assetsStart of year $3,708,524$3,155,521

Part XI · Reconciliation of net assets −$93,534 net assets at year end

XI-1 Total revenue$2,094,334

XI-2 Total expenses$2,618,520

XI-3 Revenue less expenses−$524,186

XI-4 Net assets at start of year$639,465

XI-5 Net unrealized gains (losses) on investments$951

XI-8 Prior period adjustments−$209,764

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year−$93,534

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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Liberty Place INC FY2023 filing

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