WHELDEN MEMORIAL LIBRARY (EIN 042545204) - 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

1909

Legal Domicile

Principal Officer

DEBRA DEJONKER-BERRY

Phone

5083622262

Tax Period

2023-07-01 to 2024-06-30

WHELDEN MEMORIAL LIBRARY, founded in 1909, is a small nonprofit in the Education sector that reported $223K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $268K exceeded revenue, resulting in a 20% operating deficit.

Mission

PROVIDE NORMAL LIBRARY SERVICES FOR THE VILLAGE OF WEST BARNSTABLE, MASSACHUSETTS.

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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 $207,760

Program Service Revenue $3,265

Investment Income $12,227

Other Revenue $0

TOTAL REVENUE $223,252

Expense Breakdown

Grants Paid $0

Salaries & Benefits $148,205

Fundraising Expenses $1,841

Program Expenses $227,674

Other Expenses $120,073

TOTAL EXPENSES $268,278

Year-over-Year Comparison

	2023	2022	Change
Revenue	$223,252	$203,981	+0.1%
Expenses	$268,278	$256,899	+0.0%
Net Income	$-45,026	$-52,918	-0.1%

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

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
CAROL ALLEN	PRESIDENT	2.00	Officer Director	$0	$0	$0
DEBRA DEJONKER-BERRY	TREASURER	2.00	Officer Director	$0	$0	$0
COURTNEY PISTONE	SECRETARY	2.00	Officer Director	$0	$0	$0
CAROLINE EWING	TRUSTEE	1.00	Director	$0	$0	$0
ELAINE GRACE	TRUSTEE	1.00	Director	$0	$0	$0
JOHN LALIBERTY	TRUSTEE	1.00	Director	$0	$0	$0
JAIME ROGERS	TRUSTEE	1.00	Director	$0	$0	$0
KENYON GREGOIRE	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
2025	No data	No data	No data	No data
2024	$223,252	$268,278	$578,769	$-45,026
2023	$203,981	$256,899	$590,332	$-52,918
2022	$212,526	$221,890	$601,453	$-9,364
2021	$242,434	$230,864	$676,578	$11,570
2020	$206,910	$228,992	$592,226	$-22,082
2019	$215,727	$219,504	$602,147	$-3,777

WHELDEN MEMORIAL LIBRARY