HELEN KATE FURNESS FREE LIBRARY (EIN 231513482) - 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

1902

Legal Domicile

Principal Officer

ELISABETH LIM

Phone

6105669331

Tax Period

2023-01-01 to 2023-12-31

HELEN KATE FURNESS FREE LIBRARY, founded in 1902, is a small nonprofit that reported $500K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $473K left a modest 5% surplus.

Mission

COMMUNITY FREE 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 $413,134

Program Service Revenue $6,100

Investment Income $37,546

Other Revenue $43,477

TOTAL REVENUE $500,257

Expense Breakdown

Grants Paid $0

Salaries & Benefits $279,385

Fundraising Expenses $0

Program Expenses $370,771

Other Expenses $193,781

TOTAL EXPENSES $473,166

Year-over-Year Comparison

	2023	2022	Change
Revenue	$500,257	$431,611	+0.2%
Expenses	$473,166	$444,132	+0.1%
Net Income	$27,091	$-12,521	-3.2%

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

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

$80,456

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WOODY JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
DON COONEY	ASST TREASURER	1.00	Officer Director	$0	$0	$0
MICHELE CLAYBROOK-LUCAS	SECRETARY	1.00	Officer Director	$0	$0	$0
NADINA DEIGH	BOARD MEMBER	1.00	Director	$0	$0	$0
SANDY DICAMILLO	PRESIDENT	1.00	Officer Director	$0	$0	$0
ELISABETH LIM	TREASURER	1.00	Officer Director	$0	$0	$0
ERIN STANCILL	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ELENA SISTI	BOARD MEMBER	1.00	Director	$0	$0	$0
KELLY KAMINSKI	BOARD MEMBER/NPT REP	1.00	Director	$0	$0	$0
EMILY LOVITZ	BOARD MEMBER	1.00	Director	$0	$0	$0
DONNA FERRUZZI	BOARD MEMBER/NPT REP	1.00	Director	$0	$0	$0
LUCY FOWLER GLASSON	BOARD MEMBER	1.00	Director	$0	$0	$0
CAITY KENNEDY	BOARD MEMBER	1.00	Director	$0	$0	$0
JESSICA BRILL	BOARD MEMBER/RV VEP	1.00	Director	$0	$0	$0
JENN LUKAS	BOARD MEMBER	1.00	Director	$0	$0	$0
NATALIE MARRA	BOARD MEMBER	1.00	Director	$0	$0	$0
EMILY MCMILLEN	BOARD MEMBER	1.00	Director	$0	$0	$0
SARAH WARE	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHRYN MEHAN	BOARD MEMBER/RV VEP	1.00	Director	$0	$0	$0
KWINN TUCKER	BOARD MEMBER	1.00	Director	$0	$0	$0
LEAH KULIKOWSKI	EXECUTIVE DIRECTOR	40.00	Officer	$80,456	$0	$80,456

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	$500,257	$473,166	$2,556,021	$27,091
2022	$431,611	$444,132	$2,431,089	$-12,521
2021	$439,427	$413,760	$2,673,150	$25,667
2020	$426,014	$346,699	$2,603,724	$79,315
2019	$353,506	$346,845	$2,396,226	$6,661
2018	$628,163	$342,987	$2,257,132	$285,176

HELEN KATE FURNESS FREE LIBRARY