Liberty Homes Ltd

Tax-deductible

Chevy Chase, MD501(c)(3)Community DevelopmentEIN 83-4082816

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

501(c)(3) charity; gifts are tax-deductible.
Run by 2 volunteers and 1 employee.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · People: Part I, lines 5–6

Before you give

FY2022 · Form 990-EZIndependent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2022
latest Form 990-EZ
Worth a look: the latest return is for FY2022, 4 tax years back; more than 3 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 2
filings with a surplus
Average surplus $33K a year · 22% of revenue · last 2 filings
Worth a look: a surplus in 1 of the last 2 filings.
Pt I · Ln 19 · 2 filings
Pay to officers and key staff
$13K
to officers and key staff
Top officer’s pay lower than 60% of similar orgs
No data yet: the filing does not give pay as a share of spending.
Pt VII · Sec A
Named funders
1
named funder · $100K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$133K
total owed
No data yet: the filing does not give total assets.
Pt X · Ln 26
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$42K
-62% vs prior year
Net assets
$68K
By yearFY2019–FY2022
Revenue
$42K
FY2022▼ -62%
Revenue by fiscal year
FY2019$22K
FY2020$274K
FY2021$109K
FY2022$42K
Expenses
—
FY2022
Expenses by fiscal year
FY2019$103K
FY2020$128K
FY2021Not on file
FY2022Not on file
Net assets
$68K
FY2022▲ +8%
Net assets by fiscal year
FY2019−$81K
FY2020$65K
FY2021$63K
FY2022$68K

From the FY2022 Form 990 · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2022. IRS ruling in Sep 2019.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

4 people listed on the 990-EZ; $13K paid to officers and key staff.

Part VII, Section A · reportable compensation
Vice President/Secretary
$12,501Pt VII · Sec A
President/Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Jill Ferguson’s $13K as Vice President/Secretary is at the 40th percentile of top reported officer pay among 168 <$100K community development 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 · 1 named individual · Part VII

NameFY2022FY2021FY2020FY2019
Jill Ferguson$12,501$41,461$57,334$49,337

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.

  • Loans to or from officersSch L · Pt II1 listed

Programs and updates

Educates the public and industry on benefits of efficient, independent, resilient, and healthy buildings.

Provided by the organization

This section is blank until Liberty Homes Ltd claims this page.

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3 program services account for $94K of program spending, described in the organization's own filed words · FY2020.
01

Conducting and disseminating analysis of pay as you save program results to the broader energy efficiency community

$47Kprogram expense
02

Educating rural electric cooperatives about pay as you save on-bill tariff program models and assisting them in applying for usda loans to finance deep home energy upgrades

$28Kprogram expense
03

Preparing proposals in response to government, foundation, and private sector requests for proposals on pays

$19Kprogram expense

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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 · FY2023
Total grants receivedfrom 1 funder$100K

By the numbers

The FY2022 990-EZ, line by line.

1The main four
Money in
$42K
Other income$42K
Owns and owes
$68K
net assets
Liabilities$133K
People
4
listed
Paid1
2In more detail
Revenue in detail
Other income$42K
Total revenue$42K
Assets in detailEnd of year
Liabilities$133K
Net assets$68K
Operations
Employees1
Volunteers2
Fiscal year endsDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2022 Latest Viewing $42K$68K 990 PDF
FY2021 $109K$63K 990 PDF
FY2020 $274K$128K$146K$65K 990 PDF
FY2019 $22K$103K−$81K−$81K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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