BROOKSVILLE FREE PUBLIC LIBRARY INC (EIN 010315923) - 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

1973

Legal Domicile

Principal Officer

JOANNE KIMBALL

Tax Period

2023-01-01 to 2023-12-31

BROOKSVILLE FREE PUBLIC LIBRARY INC, founded in 1973, is a small nonprofit that reported $139K in total revenue in fiscal year 2023. Revenue surged 90% from the prior year, signaling strong growth momentum. The organization ran a surplus of $60K, a strong 44% operating margin.

Mission

THE MISSION OF THE BROOKSVILLE FREE PUBLIC LIBRARY IS TO SERVE AS A CULTURAL AND EDUCATIONAL CENTER FOR THE ENTIRE COMMUNITY OF BROOKSVILLE.

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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 $76,024

Program Service Revenue $3,929

Investment Income $53,222

Other Revenue $5,328

TOTAL REVENUE $138,503

Expense Breakdown

Grants Paid $0

Salaries & Benefits $53,297

Fundraising Expenses $7,820

Program Expenses $42,654

Other Expenses $24,810

TOTAL EXPENSES $78,107

Year-over-Year Comparison

	2023	2022	Change
Revenue	$138,503	$72,812	+0.9%
Expenses	$78,107	$69,691	+0.1%
Net Income	$60,396	$3,121	+18.4%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOANIE ALLEN	TRUSTEE	1.00	Director	$0	$0	$0
JUSTINE APPEL	TRUSTEE	1.00	Director	$0	$0	$0
POLLY BISHOP	TRUSTEE	1.00	Director	$0	$0	$0
LOLA BOGYO	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
JOSIE CHASE	SECRETARY	2.00	Officer Director	$0	$0	$0
MONIQUE FOWLER	TRUSTEE	1.00	Director	$0	$0	$0
JOANNA HEFFEREN	PRESIDENT	2.00	Officer Director	$0	$0	$0
JOANNE KIMBALL	TREASURER	2.00	Officer Director	$0	$0	$0
JENNIFER LOWRY	TRUSTEE	1.00	Director	$0	$0	$0
DAVID MELLOR	TRUSTEE	1.00	Director	$0	$0	$0
ANNA WIND	TRUSTEE	1.00	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
2024	No data	No data	No data	No data
2023	$138,503	$78,107	$507,055	$60,396
2022	$72,812	$69,691	$445,889	$3,121
2021	$86,381	$60,475	$513,859	$25,906

BROOKSVILLE FREE PUBLIC LIBRARY INC