2024-08-05T09:28:56-05:00 2023-12-31 390758449 WIPFLI LLP 105 E PINE ST UPPER FLOOR MISSOULA MT 59802 990 2023-01-01 810507821 LIBERTY PLACE INC LIBE 4062879987 PO BOX 446 WHITEHALL MT 59759 THOMAS HARRINGTON PRESIDENT 4062879987 2024-08-01 1 1 SAM BRUNSON CPA P01696998 4067281800 2024-08-01 2023 2024-08-08 14:25:15Z THOMAS HARRINGTON PO BOX 446 WHITEHALL MT 59759 2127347 0 X WWW.LIBERTYPLACE.ORG X 1996 MT TO ENCOURAGE INDIVIDUALS WITH BRAIN INJURIES TO REACH THEIR HIGHEST LEVEL OF INDEPENDENCE AND TO ENHANCE THE QUALITY OF THEIR LIVES BY GIVING THEM THE "FREEDOM TO TRY AND THE "COURAGE TO SOAR". 9 8 82 12 0 0 527547 322271 2086348 1746782 11000 3667 18163 21614 2643058 2094334 0 0 0 0 1773747 1749584 0 0 0 1022127 868936 2795874 2618520 -152816 -524186 3708524 3155521 3069059 3249055 639465 -93534 X 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. 0 1 2153846 0 1721376 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. 210538 0 25406 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 2023, JEFFERSON COUNTY GAVE $15,000 ARPA FUNDS AND $43,000 FOR ANNUAL MATCH FOR WPT/WHITEHALL & BOULDER AND MONTANA DEPT. OF TRANSPORTATION GAVE $139,233 FOR WPT OPERATIONS. 2364384 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 1 82 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 9 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X RHONDA HOBBS 4064908750 121 CARNEY LANE WHITEHALL MT 59759 RHONDA HOBBS DIRECTOR 0.50 X 23400 0 1406 THOMAS HARRINGTON PRESIDENT 1.00 X X 0 0 0 ROY MCBRIDE VICE PRESIDENT (THRU 4/23) 0.50 X X 0 0 0 THOMAS SALVAGNI VICE PRESIDENT 0.50 X X 0 0 0 CHARLES FRITZ MD SECRETARY/TREASURER 0.50 X X 0 0 0 APRIL BUONAMICI TREASURER (THRU 10/23) 0.25 X X 0 0 0 TERRIE CASAGRANDE DIRECTOR 0.50 X 0 0 0 JANE GEISSLER DIRECTOR 0.25 X 0 0 0 GAIL GUNDERSON DIRECTOR 0.50 X 0 0 0 DIANE O'CONNOR DIRECTOR 0.25 X 0 0 0 JASON SALVAGNI DIRECTOR 0.25 X 0 0 0 ANN GEIGER EXECUTIVE DIRECTOR 40.00 X 63358 0 2644 86758 0 4050 0 0 0 0 0 57980 235047 29244 8473 322271 FACILITY SERVICE FEES 623990 1721376 1721376 TRANSPORTATION FEES 485000 25406 25406 1746782 3467 3467 45540 20934 24606 24606 24606 200 0 200 200 200 3074 57980 12079 -9005 -9005 MT STATE FUND DIVIDEND 900099 5774 5774 MISCELLANEOUS REVENUE 900099 239 239 6013 2094334 1746782 0 25281 90808 90808 1470529 1384646 85883 14927 11150 3777 54029 49345 4684 119291 106232 13059 4409 4409 27810 26928 882 59 59 81213 81082 131 4922 1430 3492 17993 8882 9111 209232 197780 11452 3030 2524 506 1307 945 362 94766 89468 5298 141271 141271 133658 116864 16794 GROCERIES 101247 101153 94 AUTO EXPENSES 31034 30835 199 BAD DEBT EXPENSE 6511 6511 DUES & SUBSCRIPTIONS 4669 2591 2078 5805 4747 1058 2618520 2364384 254136 0 12579 224981 774549 51169 34112 107054 4247904 1489957 2872505 2757947 1397 636 13382 13734 3708524 3155521 115456 111464 102428 169050 2847166 2964532 4009 4009 3069059 3249055 X 630965 -102034 8500 8500 639465 -93534 3708524 3155521 -524186 951 -209764 0 X 0 0 0 X 283308 885719 648528 527547 322271 2667373 283308 885719 648528 527547 322271 2667373 2667373 44904 33622 40042 39125 49007 206700 1475 2508 4462 14859 0 23304 200 6745 7481 610 6013 21049 2918426 9335598 0.91400 0.90670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 13181 1100 1089 59 13133 13508 -290 37 13181 13242 311 45 13508 12673 1391 621 201 13242 11098 2442 617 250 12673 0.35281 0.64719 0.00000 1 0 413354 413354 3368124 1096524 2271600 466426 393433 72993 2757947 CLEANING DEPOSIT 4009 4009 PART IV, LINE 2B: THE ORGANIZATION IS THE CUSTODIAN OF RESIDENT FUNDS. RESIDENT FUNDS ARE USED TO PAY ROOM AND BOARD AND COPAYS FOR MEDICATIONS OR SUPPLEMENTS. EACH RESIDENT ALSO GETS A WEEKLY SPENDING STIPEND. THE ORGANIZATION HOLDS THE FUNDS FOR RESIDENTS AS LONG AS THEY RESIDE AT THE FACILITY. PART V, LINE 4: LIBERTY PLACE, INC. WILL UTILIZE AS NEEDED ENDOWMENT EARNINGS FOR OPERATIONAL NEEDS OF THE ORGANIZATION. IF NOT NEEDED, THE BOARD OF DIRECTORS MAY DECIDE TO REINVEST SPENDABLE FUNDS BACK INTO THE ENDOWNMENT TO HELP IT GROW. FESTIVAL OF TREES 61054 57980 3074 1000 10021 1058 61054 57980 3074 1000 10021 1058 12079 -9005 FORM 990, PART III, LINE 3 WE CLOSED OPERATIONS IN BELGRADE, MT. THIS REDUCED THE NUMBER OF PEOPLE SERVED AND REDUCED STAFFING COSTS. FORM 990, PART VI, SECTION B, LINE 11B THE CPA PROVIDES US WITH AN ELECTRONIC AND PAPER DOCUMENT PRIOR TO FILING. THE EXECUTIVE DIRECTOR ENSURES THAT EACH MEMBER OF THE BOARD RECEIVES THE DOCUMENTATION PRIOR TO THE BOARD MEETING. THERE IS OPPORTUNITY GIVEN DURING THE BOARD MEETING FOR DISCUSSION. FORM 990, PART VI, SECTION B, LINE 12C DIRECTOR AND OFFICER ANNUAL CONFLICT OF INTEREST STATEMENTS ARE SUBMITTED AND SIGNED EACH YEAR AT THE ORGANIZATION'S ANNUAL RETREAT AND AFFIRM THAT THE INDIVIDUAL HAS RECEIVED, READ, UNDERSTANDS AND WILL COMPLY WITH THE CONFLICT OF INTEREST POLICY AND DISCLOSES THE NATURE OF THE CONFLICT, ANY FINANCIAL INTEREST AND AFFIRMS THEIR INDEPENDENT STATUS. ALL DIRECTOR AND OFFICER ANNUAL CONFLICT OF INTEREST STATEMENTS ARE REVIEWED BY THE EXECUTIVE DIRECTOR, WHO INFORMS THE EXECUTIVE COMMITTEE IF THERE IS A POTENTIAL CONFLICT. THE EXECUTIVE COMMITTEE MAKES THE DETERMINATION WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE CORPORATION'S BEST INTEREST. FORM 990, PART VI, SECTION B, LINE 15 ANNUAL PERFORMANCE REVIEWS FOR THE EXECUTIVE DIRECTOR ARE CONDUCTED BY THE BOARD PRESIDENT WITH INPUT FROM OTHER BOARD MEMBERS. COMPENSATION IS THEN DETERMINED BASED ON THE RESULTS OF THE PERFORMANCE REVIEW AND THE ABILITY OF THE ORGANIZATION TO PAY AN ADEQUATE WAGE. THE COMPENSATION AMOUNT IS APPROVED BY ALL BOARD MEMBERS. ALL OTHER WAGES ARE DETERMINED BY THE EXECUTIVE DIRECTOR AND INVOLVED MANAGERS. THE BOARD OF DIRECTORS IS THE ONLY ONE AUTHORIZED FOR ACROSS-THE-BOARD WAGE CHANGES. THIS HAPPENS WHEN THE CHANGE IS BUDGETED AND REQUESTED BY THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 18 THE CORPORATE OFFICE IS LOCATED AT 313 W. LEGION STREET, WHITEHALL, MT. ALL PUBLIC RECORDS ARE KEPT AT THAT LOCATION, IN THE FRONT RECEIVING AREA. THE RECEPTION STAFF ARE TRAINED TO PROVIDE THE PUBLIC OPPORTUNITY TO VIEW THE DOCUMENTS AT THIS LOCATION UPON REQUEST. THE 990 IS ALSO AVAILABLE ON GUIDESTAR. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE AT 313 W. LEGION STREET, WHITEHALL, MONTANA AND CAN BE VIEWED UPON REQUEST.