PLACITAS COMMUNITY LIBRARY (EIN 200791230) - 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

2005

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

PLACITAS COMMUNITY LIBRARY, founded in 2005, is a small nonprofit in the Education sector that reported $153K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $31K, a strong 20% operating margin.

Mission

TO PROVIDE & PROMOTE OPEN AND EQUAL ACCESS TO OUR RESOURCES AND SERVICES IN ORDER TO MEET THE INFORMATIONAL, EDUCATIONAL, TECHNOLOGICAL, AND CULTURAL NEEDS OF OUR DIVERSE COMMUNITY IN A WELCOMING, CONVENIENT, AND RESPONSIVE MANNER.

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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 (2023)

Revenue Breakdown

Contributions & Grants $109,405

Program Service Revenue $31,838

Investment Income $11,858

Other Revenue $0

TOTAL REVENUE $153,101

Expense Breakdown

Grants Paid $0

Salaries & Benefits $46,830

Fundraising Expenses $0

Program Expenses $15,821

Other Expenses $75,137

TOTAL EXPENSES $121,967

Year-over-Year Comparison

	2023	2022	Change
Revenue	$153,101	$137,385	+0.1%
Expenses	$121,967	$108,884	+0.1%
Net Income	$31,134	$28,501	+0.1%

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

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
MARGARET HUBER	TREASURER	20.00	Officer	$0	$0	$0
LYNETTE FIELDS	BOARD CHAIRPERSON	20.00	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	$153,101	$121,967	$514,570	$31,134
2022	$137,385	$108,884	$483,617	$28,501
2021	$118,625	$114,250	$466,680	$4,375
2020	$98,779	$93,441	$475,287	$5,338
2019	$98,815	$146,534	$971,055	$-47,719

PLACITAS COMMUNITY LIBRARY