Dundee Library (EIN 166031026) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1908

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

Dundee Library, founded in 1908, is a small nonprofit in the Human Services sector that reported $290K in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $79K, a strong 27% operating margin.

Mission

The purpose of the Dundee Library, located in Dundee, Yates County, New York, is to provide library services and maintain a library within the geographical area served by the Dundee Central School District.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $272,961

Program Service Revenue $1,381

Investment Income $11,542

Other Revenue $3,799

TOTAL REVENUE $289,683

Expense Breakdown

Grants Paid $14,284

Salaries & Benefits $106,595

Fundraising Expenses $0

Program Expenses $159,097

Other Expenses $89,609

TOTAL EXPENSES $210,488

Year-over-Year Comparison

	2023	2022	Change
Revenue	$289,683	$267,731	+0.1%
Expenses	$210,488	$237,998	-0.1%
Net Income	$79,195	$29,733	+1.7%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
Helen Lawson	Trustee	1.00	Director	$0	$0	$0
Risa Howell	Trustee	1.00	Director	$0	$0	$0
Mark Chamberlain	Trustee	1.00	Director	$0	$0	$0
Marie Krause	Secretary	2.00	Officer	$0	$0	$0
Mia Clemens	President	2.00	Officer	$0	$0	$0
Caryl Sutterby	Vice-President	2.00	Officer	$0	$0	$0
Darla Hill	Treasurer	2.00	Officer	$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
2024	No data	No data	No data	No data
2023	$289,683	$210,488	$1,228,778	$79,195
2022	$267,731	$237,998	$1,122,920	$29,733
2021	$365,378	$230,431	$1,143,750	$134,947
2020	$490,910	$210,165	$1,021,555	$280,745
2019	$360,482	$185,120	$714,710	$175,362

Dundee Library