MILLBROOK LIBRARY TRUST

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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

1929

Legal Domicile

Principal Officer

MEREDITH M TIEDEMANN

Phone

8456774266

Tax Period

2025-01-01 to 2025-12-31

MILLBROOK LIBRARY TRUST, founded in 1929, is a small nonprofit in the Education sector that reported $433K in total revenue in fiscal year 2025. Revenue fell 63% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $137K, a strong 32% operating margin.

Mission

TO GENERATE INVESTMENT INCOME TO SUPPORT THE MILLBROOK LIBRARY.

Program Service Accomplishments

Program 1

Expenses: $250,000

TRUST INCOME IS USED BY THE MILLBROOK LIBRARY FOR OPERATING EXPENSES TO CARRY OUT EDUCATIONAL ACTIVITIES.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $432,945

Other Revenue $0

TOTAL REVENUE $432,945

Expense Breakdown

Grants Paid $250,000

Salaries & Benefits $42,611

Fundraising Expenses $0

Program Expenses $250,000

Other Expenses $3,577

TOTAL EXPENSES $296,188

Year-over-Year Comparison

	2025	2024	Change
Revenue	$432,945	$1,179,709	-0.6%
Expenses	$296,188	$221,834	+0.3%
Net Income	$136,757	$957,875	-0.9%

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

N/A

Independent Members

N/A

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
N/A	TRUSTEE	0.80		$42,611	$0	$42,611

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	$432,945	$296,188	$12,235,607	$136,757
2024	$1,179,709	$221,834	$6,155,529	$957,875
2023	$610,237	$275,116	$5,197,654	$335,121
2022	$155,953	$171,422	$4,862,533	$-15,469
2021	$195,024	$184,139	$4,877,951	$10,885
2020	$168,448	$202,723	$4,867,066	$-34,275