STEVENS MEMORIAL LIBRARY (EIN 166064037) - 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

2003

Legal Domicile

Principal Officer

JEFFREY CLARK

Phone

5855912733

Tax Period

2019-06-01 to 2020-05-31

STEVENS MEMORIAL LIBRARY, founded in 2003, is a small nonprofit that reported $350K in total revenue in fiscal year 2019. Revenue surged 44% from the prior year, signaling strong growth momentum. The organization ran a surplus of $114K, a strong 33% operating margin.

Mission

OPERATION OF A PUBLIC LIBRARY

🔒

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 (2019)

Revenue Breakdown

Contributions & Grants $346,044

Program Service Revenue $3,845

Investment Income $504

Other Revenue $0

TOTAL REVENUE $350,393

Expense Breakdown

Grants Paid $0

Salaries & Benefits $144,255

Fundraising Expenses $0

Program Expenses $235,115

Other Expenses $91,911

TOTAL EXPENSES $236,166

Year-over-Year Comparison

	2019	2018	Change
Revenue	$350,393	$243,848	+0.4%
Expenses	$236,166	$227,241	+0.0%
Net Income	$114,227	$16,607	+5.9%

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

$49,296

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BONNIE STOCKHOLM	VICE PRESIDENT	1.00	Director	$0	$0	$0
ARTHUR KLEIN	TRUSTEE	1.00	Director	$0	$0	$0
SANDY ECK	TRUSTEE	1.00	Director	$0	$0	$0
JANIS HEMPEL	SECRETARY	1.00	Director	$0	$0	$0
LORI KUBIK	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER WILKINSON	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL MORSE	TRUSTEE	1.00	Director	$0	$0	$0
KAREN ROSOLOWSKI	DIRECTOR	40.00	Director	$49,296	$0	$49,296

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
2020	$350,393	$236,166	$1,046,640	$114,227
2019	$243,848	$227,241	$932,413	$16,607

STEVENS MEMORIAL LIBRARY