STOCKBRIDGE LIBRARY ASSOCIATION (EIN 042125005) - 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

1919

Legal Domicile

Principal Officer

ED LANE

Phone

4132985501

Tax Period

2024-07-01 to 2025-06-30

STOCKBRIDGE LIBRARY ASSOCIATION, founded in 1919, is a small nonprofit in the Education sector that reported $843K in total revenue in fiscal year 2024. Revenue surged 49% from the prior year, signaling strong growth momentum. Net assets of $3.7M represent 53 months of operating reserves.

Mission

THE LIBRARY IS A VIBRANT CENTER OF COMMUNITY LIFE IN STOCKBRIDGE, MASSACHUSETTS AND SERVES THE NEEDS OF THE RESIDENTS OF STOCKBRIDGE AND THE SURROUNDING AREA BY SUPPORTING LIFELONG LEARNING, STRENGTHENING THE COMMUNITY, AND PRESERVING THE HISTORICAL RECORD OF THE TOWN.

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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 (2024)

Revenue Breakdown

Contributions & Grants $719,189

Program Service Revenue $37,211

Investment Income $49,523

Other Revenue $37,036

TOTAL REVENUE $842,959

Expense Breakdown

Grants Paid $0

Salaries & Benefits $395,176

Fundraising Expenses $56,706

Program Expenses $698,106

Other Expenses $518,991

TOTAL EXPENSES $914,167

Year-over-Year Comparison

	2024	2023	Change
Revenue	$842,959	$566,381	+0.5%
Expenses	$914,167	$920,886	0.0%
Net Income	$-71,208	$-354,505	-0.8%

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

100

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
ANDRE BERNARD	PRESIDENT	2.00	Officer Director	$0	$0	$0
WENDY STROTHMAN	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
ED LANE	TREASURER	2.00	Officer Director	$0	$0	$0
ROBIN DUMAS	CLERK	2.00	Officer Director	$0	$0	$0
KELLYANNE MCGUIRE	DIRECTOR	2.00	Director	$0	$0	$0
MARY BERLE	DIRECTOR	2.00	Director	$0	$0	$0
ASHLEY BUCKLEY-WRIGHT	DIRECTOR	2.00	Director	$0	$0	$0
JOHN PERKEL	DIRECTOR	2.00	Director	$0	$0	$0
LESLIE SHATZ	DIRECTOR	2.00	Director	$0	$0	$0
SUZANNE YALE	DIRECTOR	2.00	Director	$0	$0	$0
SARAH STINER	DIRECTOR	2.00	Director	$0	$0	$0
LOUISE SCHAPER	DIRECTOR	2.00	Director	$0	$0	$0
WENDY PEARSON	LIBRARY DIRECTOR	40.00	Highest	$101,889	$11,042	$112,931

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	$842,959	$914,167	$3,741,334	$-71,208
2024	$566,381	$920,886	$3,784,490	$-354,505
2023	$526,698	$803,825	$4,081,305	$-277,127
2022	$707,349	$749,931	$4,190,747	$-42,582
2021	$712,544	$705,846	$4,500,844	$6,698
2020	$392,840	$675,459	$4,432,686	$-282,619
2019	$530,934	$668,029	$4,714,222	$-137,095

STOCKBRIDGE LIBRARY ASSOCIATION