OTIS LIBRARY (EIN 060669124) - 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

1853

Legal Domicile

Principal Officer

CATHLEEN SPECIAL

Phone

8608892365

Tax Period

2024-07-01 to 2025-06-30

OTIS LIBRARY, founded in 1853, is a community nonprofit in the Education sector that reported $2.1M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $1.9M left a modest 9% surplus.

Mission

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 $1,469,591

Program Service Revenue $24,038

Investment Income $579,941

Other Revenue $119

TOTAL REVENUE $2,073,689

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,266,658

Fundraising Expenses $92,932

Program Expenses $1,521,470

Other Expenses $624,029

TOTAL EXPENSES $1,890,687

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,073,689	$1,799,253	+0.2%
Expenses	$1,890,687	$1,821,728	+0.0%
Net Income	$183,002	$-22,475	-9.1%

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

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

$92,597

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CATHLEEN SPECIAL	EXECUTIVE DI	36.00	Director	$92,597	$0	$92,597
TRACEY GOMES-JOHNSON	PRESIDENT	5.00	Officer Director	$0	$0	$0
HONORABLE THOMAS GRIFFIN	VICE PRESIDE	5.00	Officer Director	$0	$0	$0
CHUCK SEEMAN	SECRETARY	5.00	Officer Director	$0	$0	$0
MICHAEL P GUALTIERI	TREASURER	5.00	Officer Director	$0	$0	$0
JOHN IOVINO	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN BROWN	DIRECTOR	1.00	Director	$0	$0	$0
DOCTOR YVETTE C JACARUSO	DIRECTOR	1.00	Director	$0	$0	$0
PAMELA KINDER	DIRECTOR	1.00	Director	$0	$0	$0
ATTORNEY BART SAYET	DIRECTOR	1.00	Director	$0	$0	$0
DR MARY ELLEN JUKOSKI	DIRECTOR	1.00	Director	$0	$0	$0
KRISTIE KRISS	DIRECTOR	1.00	Director	$0	$0	$0
FAWN WALKER	DIRECTOR	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	$2,073,689	$1,890,687	$11,917,686	$183,002
2024	No data	No data	No data	No data
2024	$1,799,253	$1,821,728	$11,702,512	$-22,475
2023	$1,675,764	$1,735,621	$11,564,936	$-59,857
2022	$1,541,355	$1,602,690	$11,685,396	$-61,335
2021	$1,741,210	$1,554,274	$12,269,638	$186,936
2020	$1,238,996	$1,443,463	$11,632,150	$-204,467
2019	$1,148,295	$1,540,376	$11,706,197	$-392,081
2018	$1,991,140	$1,579,508	$11,960,393	$411,632

OTIS LIBRARY