LEE LIBRARY ASSOCIATION (EIN 042156198) - 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

1907

Legal Domicile

Principal Officer

DONNA TOOMEY

Phone

4132430385

Tax Period

2023-07-01 to 2024-06-30

LEE LIBRARY ASSOCIATION, founded in 1907, is a small nonprofit that reported $294K in total revenue in fiscal year 2023.

Mission

TO BE A PRIMARY COMMUNITY RESOURCE BY PROVIDING FREE ACCESS TO RESOURCES IN A VARIETY OF FORMATS AND TO ENCOUARGE EVERYONE TO APPRECIATE THE JOY OF READING AND THE VALUE OF LIBRARIES.

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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 $275,801

Program Service Revenue $0

Investment Income $16,910

Other Revenue $1,349

TOTAL REVENUE $294,060

Expense Breakdown

Grants Paid $0

Salaries & Benefits $139,727

Fundraising Expenses $0

Program Expenses $288,031

Other Expenses $148,304

TOTAL EXPENSES $288,031

Year-over-Year Comparison

	2023	2022	Change
Revenue	$294,060	$285,178	+0.0%
Expenses	$288,031	$301,451	0.0%
Net Income	$6,029	$-16,273	-1.4%

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
BARBARA ALLEN	VICE PRESIDE	1.00	Director	$0	$0	$0
THOMAS CONSOLATI	DIRECTOR	0.50	Director	$0	$0	$0
ZOE DALHEIM	DIRECTOR	0.50	Director	$0	$0	$0
SHARON DELORME	DIRECTOR	0.50	Director	$0	$0	$0
MARYANN FITZHUGH	DIRECTOR	0.50	Director	$0	$0	$0
SANDRA HAYES	DIRECTOR	0.50	Director	$0	$0	$0
SUSAN HORSFORD	DIRECTOR	0.50	Director	$0	$0	$0
JUDY NARDACCI	DIRECTOR	0.50	Director	$0	$0	$0
JANET WARNER	DIRECTOR	0.50	Director	$0	$0	$0
DONNA TOOMEY	PRESIDENT	10.00	Officer	$0	$0	$0
THOMAS UNSWORTH	TREASURER	1.00	Officer	$0	$0	$0
SHEILA VIALE	CLERK	1.00	Officer	$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
2025	No data	No data	No data	No data
2024	$294,060	$288,031	$500,599	$6,029
2023	$285,178	$301,451	$461,355	$-16,273
2022	$278,685	$257,035	$461,472	$21,650
2021	$261,529	$234,433	$490,019	$27,096
2020	$287,056	$279,149	$407,666	$7,907

LEE LIBRARY ASSOCIATION