BOSLER MEMORIAL LIBRARY (EIN 231381007) - 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

1978

Legal Domicile

Principal Officer

AMY LUCKETT

Phone

7172434642

Tax Period

2024-01-01 to 2024-12-31

BOSLER MEMORIAL LIBRARY, founded in 1978, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. Net assets of $7.8M represent 56 months of operating reserves.

Mission

THE LIBRARY OFFERS PUBLIC LIBRARY SERVICES TO RESIDENTS OF CARLISLE AND THE SURROUNDING AREAS.

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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 $1,557,528

Program Service Revenue $30,554

Investment Income $100,480

Other Revenue $2,544

TOTAL REVENUE $1,691,106

Expense Breakdown

Grants Paid $0

Salaries & Benefits $959,333

Fundraising Expenses $128,866

Program Expenses $1,443,484

Other Expenses $775,973

TOTAL EXPENSES $1,735,306

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,691,106	$1,862,072	-0.1%
Expenses	$1,735,306	$1,771,679	0.0%
Net Income	$-44,200	$90,393	-1.5%

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

116

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

$141,100

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY SWOPE	EXECUTIVE DI	37.50	Officer	$77,236	$8,629	$85,865
DIANA ROBERTSON	BUSINESS MAN	37.50	Officer	$47,703	$7,532	$55,235
VINCENT CHAMPION	DIRECTOR	0.40	Director	$0	$0	$0
LU CONSUR	PRESIDENT	0.56	Officer Director	$0	$0	$0
KATHERINE FITZ-PATRICK	SECRETARY	0.24	Officer Director	$0	$0	$0
MANAL EL HARRAK	DIRECTOR	0.25	Director	$0	$0	$0
JAMES HUTCHESON	DIRECTOR	0.40	Director	$0	$0	$0
CAROL ANN JOHNSTON	DIRECTOR	0.17	Director	$0	$0	$0
COURTNEY HAIR LARUE	VICE-PRESIDE	0.23	Officer Director	$0	$0	$0
AMY LUCKETT	TREASURER	0.44	Officer Director	$0	$0	$0
KEVIN LYTTLE	F.O.B. BD. P	0.54	Director	$0	$0	$0
ADAM MESSER	DIRECTOR	0.31	Director	$0	$0	$0
EMMANUEL QUAINOO	DIRECTOR	0.24	Director	$0	$0	$0
LILLIAN WONG	DIRECTOR	0.54	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	$1,691,106	$1,735,306	$7,826,416	$-44,200
2023	$1,862,072	$1,771,679	$7,765,564	$90,393
2022	$1,642,388	$1,736,752	$7,549,401	$-94,364
2021	$1,606,452	$1,646,466	$7,917,644	$-40,014
2020	$1,470,494	$1,632,831	$7,876,872	$-162,337
2019	$1,364,770	$1,589,767	$7,917,922	$-224,997
2018	$1,343,991	$1,537,376	$7,868,829	$-193,385

BOSLER MEMORIAL LIBRARY