Walpole Public Library Endowment Trust (EIN 043557233) - 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

2001

Legal Domicile

Principal Officer

Maureen Martin-Smith

Phone

5086607340

Tax Period

2024-07-01 to 2025-06-30

Walpole Public Library Endowment Trust, founded in 2001, is a small nonprofit in the Education sector that reported $112K in total revenue in fiscal year 2024. Revenue surged 61% from the prior year, signaling strong growth momentum. The organization ran a surplus of $99K, a strong 89% operating margin.

Mission

To assist in maintaining the quality and excellance of the Walpole Public Library. Funds are contributed to support the Walpole Public Library.

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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 $1,345

Program Service Revenue $0

Investment Income $110,600

Other Revenue $0

TOTAL REVENUE $111,945

Expense Breakdown

Grants Paid $9,708

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $9,708

Other Expenses $2,835

TOTAL EXPENSES $12,543

Year-over-Year Comparison

	2024	2023	Change
Revenue	$111,945	$69,406	+0.6%
Expenses	$12,543	$7,815	+0.6%
Net Income	$99,402	$61,591	+0.6%

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

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
Maureen Martin Smith	Trustee & Chairperson	1.00	Officer Director	$0	$0	$0
Lauren Sertich	Trustee	1.00	Director	$0	$0	$0
Steven Rose	Trustee & Treasurer	2.00	Officer Director	$0	$0	$0
Susan Brown	Trustee	1.00	Director	$0	$0	$0
David Wildnauer	Trustee	1.00	Director	$0	$0	$0
Jayme Vivieros	Ex-Officio Member	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	$111,945	$12,543	$2,933,221	$99,402
2024	$69,406	$7,815	$2,728,906	$61,591
2023	$57,173	$12,740	$2,374,973	$44,433
2022	$197,711	$11,214	$2,206,637	$186,497
2021	$41,211	$10,283	$2,427,856	$30,928
2020	$53,409	$39,578	$1,937,390	$13,831
2019	$570,862	$34,491	$1,910,575	$536,371

Walpole Public Library Endowment Trust