HARVARD PUBLIC LIBRARY TRUST INC (EIN 043294726) - 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

1995

Legal Domicile

Principal Officer

MARY ABIGAIL COOLIDGE

Phone

9784564114

Tax Period

2024-07-01 to 2025-06-30

HARVARD PUBLIC LIBRARY TRUST INC, founded in 1995, is a small nonprofit in the Education sector that reported $440K in total revenue in fiscal year 2024. The organization ran a surplus of $247K, a strong 56% operating margin.

Mission

THROUGH OUR PROGRAMS, RESOURCES, VOLUNTEERS, AND STAFF, THE HARVARD PUBLIC LIBRARY ENHANCES THE QUALITY OF LIFE FOR ALL IN THE COMMUNITY BY ENCOURAGING PERSONAL AND INTELLECTUAL GROWTH IN A WELCOMING COMFORTABLE ENVIRONMENT.

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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 $175,298

Program Service Revenue $0

Investment Income $264,635

Other Revenue $0

TOTAL REVENUE $439,933

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,834

Program Expenses $153,349

Other Expenses $193,119

TOTAL EXPENSES $193,119

Year-over-Year Comparison

	2024	2023	Change
Revenue	$439,933	$458,709	0.0%
Expenses	$193,119	$445,056	-0.6%
Net Income	$246,814	$13,653	+17.1%

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

N/A

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
N/A	MEMBER	2.00		$0	$0	$0
N/A	MEMBER	2.00		$0	$0	$0
N/A	MEMBER	2.00		$0	$0	$0
N/A	MEMBER	2.00		$0	$0	$0
STACIE CASSAT GREEN	CHAIR	2.00	Officer	$0	$0	$0
LAURIE LINGHAM	SECRETARY	2.00	Officer	$0	$0	$0
MARY ABIGAIL COOLIDGE	TREASURER	2.00	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	$439,933	$193,119	$4,167,389	$246,814
2024	$458,709	$445,056	$3,930,201	$13,653
2023	$645,281	$156,676	$3,668,872	$488,605
2022	$162,690	$88,509	$3,054,270	$74,181
2021	$215,584	$55,602	$3,399,083	$159,982
2020	$157,627	$58,157	$2,749,430	$99,470
2019	$90,512	$76,086	$2,474,827	$14,426
2018	$104,763	$54,656	$2,240,453	$50,107

HARVARD PUBLIC LIBRARY TRUST INC