SOUTHOLD FREE LIBRARY (EIN 111675859) - 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

1928

Legal Domicile

Phone

6317652077

Tax Period

2024-07-01 to 2025-06-30

SOUTHOLD FREE LIBRARY, founded in 1928, is a community nonprofit in the Education sector that reported $1.8M in total revenue in fiscal year 2024. Revenue surged 43% from the prior year, signaling strong growth momentum. The organization ran a surplus of $599K, a strong 33% operating margin.

Mission

PROVIDE LIBRARY SERVICES.

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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 $1,748,866

Program Service Revenue $4,526

Investment Income $38,191

Other Revenue $0

TOTAL REVENUE $1,791,583

Expense Breakdown

Grants Paid $0

Salaries & Benefits $652,420

Fundraising Expenses $327

Program Expenses $1,072,379

Other Expenses $540,383

TOTAL EXPENSES $1,192,803

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,791,583	$1,252,480	+0.4%
Expenses	$1,192,803	$1,201,759	0.0%
Net Income	$598,780	$50,721	+10.8%

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
CAROLINE MACARTHUR	DIRECTOR	35.00		$115,122	$0	$115,122
JAMES ROTH	Vice President	10.00	Officer Director	$0	$0	$0
CAMILLE BROUSSARD	Trustee	10.00	Director	$0	$0	$0
PRISCILLA REILLY	Treasurer	10.00	Officer Director	$0	$0	$0
LISA DAVIDOFF	President	10.00	Officer Director	$0	$0	$0
NICK COLON	Trustee	10.00	Director	$0	$0	$0
NANCY STELLATO	Secretary	10.00	Officer Director	$0	$0	$0
ANN RISTUCCIA	Trustee	10.00	Director	$0	$0	$0
THOMAS HUDGENS	Trustee	10.00	Director	$0	$0	$0
MATTHEW DADDONA	Trustee	10.00	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	$1,791,583	$1,192,803	$5,412,613	$598,780
2024	$1,252,480	$1,201,759	$4,778,883	$50,721
2023	$2,304,844	$1,205,311	$4,739,497	$1,099,533
2022	$1,155,420	$1,191,240	$3,729,131	$-35,820
2021	$1,104,390	$1,141,172	$3,911,473	$-36,782

SOUTHOLD FREE LIBRARY