South New Berlin Free Library (EIN 160923548) - 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

1921

Legal Domicile

Principal Officer

Scott Stensland

Phone

6078592420

Tax Period

2024-01-01 to 2024-12-31

South New Berlin Free Library, founded in 1921, is a small nonprofit that reported $191K in total revenue in fiscal year 2024. Revenue surged 171% from the prior year, signaling strong growth momentum. Expenses of $163K left a modest 14% surplus.

Mission

To lend books and other materials to the general public

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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 $190,717

Program Service Revenue $0

Investment Income $66

Other Revenue $0

TOTAL REVENUE $190,783

Expense Breakdown

Grants Paid $0

Salaries & Benefits $39,824

Fundraising Expenses $0

Program Expenses $163,127

Other Expenses $123,303

TOTAL EXPENSES $163,127

Year-over-Year Comparison

	2024	2023	Change
Revenue	$190,783	$70,330	+1.7%
Expenses	$163,127	$80,639	+1.0%
Net Income	$27,656	$-10,309	-3.7%

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

Key Employees

$21,840

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kathie Burnside	President	5.00	Officer	$0	$0	$0
Laura Riddle	Vice President	1.00	Officer	$0	$0	$0
Carrie Lewis	Secretary	1.00	Officer	$0	$0	$0
Bob Decker	Assistant Treasurer	1.00	Officer	$0	$0	$0
Gary Smith	Trustee	1.00	Director	$0	$0	$0
Samantha Kemnah	Trustee	1.00	Director	$0	$0	$0
Robin Avolio	Library Manager	24.00	Key Emp	$21,840	$0	$21,840

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
2024	$190,783	$163,127	$228,578	$27,656
2023	$70,330	$80,639	$200,796	$-10,309
2022	$70,403	$131,944	$209,452	$-61,541
2021	$87,839	$85,460	$271,044	$2,379
2020	$251,414	$88,438	$268,508	$162,976

South New Berlin Free Library