WESTCHESTER ACADEMIC LIBRARY DIRECTORS' ORGANIZATION (EIN 133486730) - 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

SUSANNE MARKGREN

Phone

8665796051

Tax Period

2024-08-01 to 2025-07-31

Mission

THE WESTCHESTER ACADEMIC LIBRARY DIRECTORS ORGANIZATION PROVIDES MEMBERS WITH AN ONLINE SYSTEM FOR LIBRARY MANAGEMENT AND A VEHICLE FOR STUDENTS AND LIBRARIANS OF MEMBER ORGANIZATIONS TO ACCESS INTERNET RESOURCES AT DISCOUNT RATES

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $128,711

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $128,711

Other Expenses $9,482

TOTAL EXPENSES $138,193

Year-over-Year Comparison

	2024	2023	Change
Revenue	N/A	$5,039	-1.0%
Expenses	$138,193	$36,133	+2.8%
Net Income	N/A	$-31,094	N/A

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH LEVIS	MEMBER	1.00	Director	$0	$0	$0
RICHARD PALLADINO	TREASURER	2.00	Officer Director	$0	$0	$0
ANN JUSINO	SECRETARY	2.00	Officer Director	$0	$0	$0
MUSTAFA SAKARYA	MEMBER	1.00	Director	$0	$0	$0
NICHOLAS ALONGI	MEMBER	1.00	Director	$0	$0	$0
MAUREEN CLEMENTS	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
SUSANNE MARKGREN	PRESIDENT	2.00	Officer Director	$0	$0	$0
LINDA LOSCHIAVO	MEMBER	1.00	Director	$0	$0	$0
LYNN PARLIMAN	MEMBER	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	No data	$138,193	No data	No data
2024	$5,039	$36,133	$168,193	$-31,094
2023	$104,799	$195,977	$199,287	$-91,178
2022	$28,981,698	$29,239,429	$324,312	$-257,731
2021	$38,534,511	$38,779,134	$47,276,623	$-244,623
2020	$38,136,809	$38,217,130	$38,849,734	$-80,321
2019	$40,543,168	$40,640,924	$54,334,870	$-97,756
2018	$38,760,656	$38,787,460	$48,125,468	$-26,804

WESTCHESTER ACADEMIC LIBRARY DIRECTORS' ORGANIZATION