PORT JEFFERSON FREE LIBRARY

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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

1908

Legal Domicile

Phone

6314730631

Tax Period

2023-07-01 to 2024-06-30

PORT JEFFERSON FREE LIBRARY, founded in 1908, is a community nonprofit in the Education sector that reported $5.1M in total revenue in fiscal year 2023. Expenses of $4.7M left a modest 8% surplus.

Mission

PROVIDE LIBRARY SERVICES TO PORT JEFFERSON AND SURROUNDING COMMUNITIES.

Program Service Accomplishments

Program 1

Expenses: $4,116,132

TO SERVE PATRONS IN ALL ASPECTS OF EDUCATIONAL RESOURCES, SUCH AS LIBRARY BOOKS, RECORDS, COMPACT DISCS, VIDEOS AND COMPUTER SERVICES IN PORT JEFFERSON, MILLER PLACE AND MT. SINAI.

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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 $4,753,242

Program Service Revenue $62,883

Investment Income $279,613

Other Revenue $619

TOTAL REVENUE $5,096,357

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,478,539

Fundraising Expenses $0

Program Expenses $4,116,132

Other Expenses $1,227,129

TOTAL EXPENSES $4,705,668

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,096,357	$4,849,594	+0.1%
Expenses	$4,705,668	$4,722,457	0.0%
Net Income	$390,689	$127,137	+2.1%

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
THOMAS DONLON	DIRECTOR	35.00		$127,489	$0	$127,489
NICOLE CONNELLY	Secretary	5.00	Officer Director	$0	$0	$0
KARYN JENSEN	Trustee	5.00	Director	$0	$0	$0
JOHN GROSSMAN	President	5.00	Officer Director	$0	$0	$0
KRISTEN REILLY	Trustee	5.00	Director	$0	$0	$0
CHRISTIAN NEUBERT	Vice President	5.00	Officer Director	$0	$0	$0
JOSEPH D OROFINO	Finance Officer	5.00	Officer Director	$0	$0	$0
CARL SIEGEL	Trustee	5.00	Director	$0	$0	$0
NANCY LODDIGS	Trustee	5.00	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	$5,096,357	$4,705,668	$14,847,829	$390,689
2023	$4,849,594	$4,722,457	$14,340,969	$127,137
2022	$4,685,963	$3,929,839	$14,577,531	$756,124
2021	$4,584,790	$4,075,714	$13,296,495	$509,076
2020	$4,723,762	$4,339,552	$12,533,228	$384,210