LEE-WHEDON MEMORIAL LIBRARY (EIN 166069657) - 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

1928

Legal Domicile

Phone

5857983430

Tax Period

2024-07-01 to 2025-06-30

LEE-WHEDON MEMORIAL LIBRARY, founded in 1928, is a community nonprofit in the Education sector that reported $1.5M in total revenue in fiscal year 2024. Revenue surged 134% from the prior year, signaling strong growth momentum. The organization ran a surplus of $635K, a strong 42% operating margin.

Mission

The Lee-Whedon Memorial Library is open to the public 2800 hours per year for the purpose of loaning library materials, providing reference services, and offering valuable programs for children and adults.

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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 $763,304

Program Service Revenue $132,170

Investment Income $13,550

Other Revenue $616,839

TOTAL REVENUE $1,525,863

Expense Breakdown

Grants Paid $0

Salaries & Benefits $469,440

Fundraising Expenses $0

Program Expenses $891,348

Other Expenses $421,908

TOTAL EXPENSES $891,348

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,525,863	$652,233	+1.3%
Expenses	$891,348	$694,190	+0.3%
Net Income	$634,515	$-41,957	-16.1%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
David Schwert	Trustee	Director	$0	$0	$0
Stephen O'Dea	Trustee	Director	$0	$0	$0
Cynthia Kiebala	President	Director	$0	$0	$0
Isabella Mark	Vice-President	Director	$0	$0	$0
Kathleen Boice	Trustee	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	$1,525,863	$891,348	$1,277,925	$634,515
2024	$652,233	$694,190	$643,325	$-41,957
2023	$743,914	$642,437	$685,740	$101,477
2022	$635,580	$731,470	$584,122	$-95,890
2021	$785,729	$856,349	$680,011	$-70,620
2020	$643,114	$611,243	$750,596	$31,871

LEE-WHEDON MEMORIAL LIBRARY