Osceola Public Library Foundation

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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

2006

Legal Domicile

Principal Officer

Karon Keefe

Tax Period

2023-07-01 to 2024-06-30

Osceola Public Library Foundation, founded in 2006, is a micro nonprofit in the Education sector that reported $48K in total revenue in fiscal year 2023. Revenue surged 245% from the prior year, signaling strong growth momentum. The organization ran a surplus of $14K, a strong 29% operating margin.

Mission

The Organizations mission is to support the Osceola Public Library Services to the General Public and the physical property.

Program Service Accomplishments

Program 1

Expenses: $17,281

The Foundation provided funds to the city of Osceola public library to support the mission of the library and to mantain the physical property.

Program 2

Expenses: $16,400

The Foundation provided funds to the City of Osceola to fund repairs to sidewalks around the library.

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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 $0

Program Service Revenue $0

Investment Income $47,903

Other Revenue $0

TOTAL REVENUE $47,903

Expense Breakdown

Grants Paid $33,681

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $33,681

Other Expenses $569

TOTAL EXPENSES $34,250

Year-over-Year Comparison

	2023	2022	Change
Revenue	$47,903	$13,889	+2.4%
Expenses	$34,250	$23,819	+0.4%
Net Income	$13,653	$-9,930	-2.4%

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

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
Ed Buesch	Trustee	1.00	Director	$0	$0	$0
Francis Acland	Trustee	1.00	Director	$0	$0	$0
Barry Mateer	Trustee	1.00	Director	$0	$0	$0
Thomas Kedley	Trustee	1.00	Director	$0	$0	$0
Terry Jacobsen	Treasurer	1.00	Director	$0	$0	$0
Karon Keefe	President	1.00	Officer Director	$0	$0	$0
Deb Yorba	Trustee	1.00	Officer 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
2024	$47,903	$34,250	$1,238,563	$13,653
2023	$13,869	$23,819	$1,224,911	$-9,950
2022	$11,488	$57,342	$1,234,861	$-45,854
2021	$17,712	$33,564	$1,280,715	$-15,852
2020	$32,971	$5,491	$1,296,567	$27,480
2019	$17,425	$5,962	$1,269,087	$11,463