POLO LIBRARY FOUNDATION NFPN (EIN 201758093) - 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

Principal Officer

PAUL MITCHELL

Phone

8152382787

Tax Period

2023-07-01 to 2024-06-30

POLO LIBRARY FOUNDATION NFPN, founded in 2005, is a micro nonprofit in the Education sector that reported $40K in total revenue in fiscal year 2018. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $59K exceeded revenue, resulting in a 45% operating deficit.

Mission

PUBLIC LIBRARY PROGRAMS AND IMPROVEMENTS

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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 $970

Program Service Revenue $0

Investment Income $45,206

Other Revenue $0

TOTAL REVENUE $46,176

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $49,500

Other Expenses $58,535

TOTAL EXPENSES $58,535

Year-over-Year Comparison

	2023	2022	Change
Revenue	$46,176	$44,394	+0.0%
Expenses	$58,535	$57,566	+0.0%
Net Income	$-12,359	$-13,172	-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

N/A

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NANCY TEGELER	TRUSTEE	1.00	Director	$0	$0	$0
JAN BATES	TRUSTEE	1.00	Officer Director	$0	$0	$0
MARGARET TYNE	TRUSTEE	1.00	Director	$0	$0	$0
PAUL MITCHELL	PRESIDENT	2.00	Officer	$0	$0	$0
GREG CROSS	VICE PRESIDENT	2.00	Officer	$0	$0	$0
PAM WHITE	SECRETARY	2.00	Officer	$0	$0	$0
RYAN SHETLER	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
2025	No data	No data	No data	No data
2024	$46,176	$58,535	$779,785	$-12,359
2023	$44,394	$57,566	$792,144	$-13,172
2022	$48,870	$59,138	$805,316	$-10,268
2021	$66,772	$59,185	$815,584	$7,587
2020	$39,244	$58,164	$807,997	$-18,920
2019	$40,488	$58,543	$826,917	$-18,055

POLO LIBRARY FOUNDATION NFPN