BACON FREE LIBRARY

EIN: 046060151 501(c)(3) Education

Natick, MA

Total Revenue
$106,778
Total Expenses
$88,680
Total Assets
$1,111,599
Net Assets
$1,111,599
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1908
Legal Domicile
MA
Principal Officer
Robert J Foley
Phone
5086536730
Tax Period
2024-07-01 to 2025-06-30

BACON FREE LIBRARY, founded in 1908, is a small nonprofit in the Education sector that reported $107K in total revenue in fiscal year 2024. Revenue surged 36% from the prior year, signaling strong growth momentum. The organization ran a surplus of $18K, a strong 17% operating margin.

Mission

The organization maintains a free and public library for the community. In accordance with the benefactor's will and trust, the library provides popular materials, learning resources, and programming for the enjoyment and use of the public, with a particular emphasis on supporting the educational needs of children.

Program Service Accomplishments

Program 1
Expenses: $12,735 Revenue: $0

The organization maintains a free and public library for the community. The organization and its predecessor trust have maintained a public and free library at the same location since 1880. The...

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The organization maintains a free and public library for the community. The organization and its predecessor trust have maintained a public and free library at the same location since 1880. The organization is responsible for the building (including furniture and fixtures and the collection) and the grounds, and some operations and programming expenses. The Town of Natick has supported some library operations since 1951. Currently, the Town employs the library director and staff, and these Town employees are responsible for library operations. The organization does not have any employees. When the Town pays wages and other expenses, such as utility bills and some of the materials and programming expenses, the Town pays those expenses directly, and does not pay them through the organization, or pay anything to the organization. Those expenses are the Town's, approved by Town meeting and processed through the Town finance function. As a result of the Town's direct payment of salaries and some expenses, the organization's program expenses shown on Form 990 are only a small fraction of total spending to operate the library. Further, the Occupancy costs shown on Form 990 appear artificially high compared with Program costs due to the Town's payment of most program expenses.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $51,106
Program Service Revenue $0
Investment Income $55,672
Other Revenue $0
TOTAL REVENUE $106,778

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $7,105
Program Expenses $12,735
Other Expenses $88,680
TOTAL EXPENSES $88,680

Year-over-Year Comparison

2024 2023 Change
Revenue $106,778 $78,473 +0.4%
Expenses $88,680 $63,870 +0.4%
Net Income $18,098 $14,603 +0.2%
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

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Liquidity & Cash Position

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Governance

Voting Members
8
Independent Members
8
Employees
N/A
Volunteers
20

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
3
$0
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Robert Foley Board Chair and Assistant Treasurer 8
Officer Director
$0 $0 $0
Martha Fagan Vice Chair of Trustees 6
Director
$0 $0 $0
Richard Moon Trustee 6
Director
$0 $0 $0
Kim Schaller Trustee 6
Director
$0 $0 $0
Mary Ellen Fulton Treasurer and Trustee 6
Officer Director
$0 $0 $0
Carol Fassino Trustee 6
Director
$0 $0 $0
Kermit Baker Clerk and Trustee 6
Officer Director
$0 $0 $0
Steve Strout Trustee 6
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 $106,778 $88,680 $1,111,599 $18,098
2024 $78,473 $63,870 $1,021,418 $14,603
2023 $66,596 $57,096 $907,827 $9,500
2022 $74,053 $69,114 $836,301 $4,939
2021 $38,394 $31,309 $970,338 $7,085
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