KALTREIDER-BENFER LIBRARY (EIN 231681905) - 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

1963

Legal Domicile

Principal Officer

DONALD DELLINGER

Phone

7172442032

Tax Period

2023-01-01 to 2023-12-31

KALTREIDER-BENFER LIBRARY, founded in 1963, is a community nonprofit that reported $2.7M in total revenue in fiscal year 2023. Revenue surged 692% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.3M, a strong 87% operating margin.

Mission

LIBRARY SERVICES

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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 $2,639,167

Program Service Revenue $10,196

Investment Income $7,775

Other Revenue $0

TOTAL REVENUE $2,657,138

Expense Breakdown

Grants Paid $0

Salaries & Benefits $199,764

Fundraising Expenses $9,522

Program Expenses $315,992

Other Expenses $156,600

TOTAL EXPENSES $356,364

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,657,138	$335,604	+6.9%
Expenses	$356,364	$314,248	+0.1%
Net Income	$2,300,774	$21,356	+106.7%

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
THERESA CRALEY	PRESIDENT	4.00	Officer Director	$0	$0	$0
PAM KOCMAN	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
JANE DENNISH	SECRETARY	2.00	Officer Director	$0	$0	$0
LESLEY MCCUNE	TREASURER	2.00	Officer Director	$0	$0	$0
JODI HEFFNER	BOARD MEMBER	2.00	Director	$0	$0	$0
JOHN FISHEL	BOARD MEMBER	2.00	Director	$0	$0	$0
RICK BOGART	BOARD MEMBER	2.00	Director	$0	$0	$0
KATHY DEISLEY	BOARD MEMBER	2.00	Director	$0	$0	$0
CLAIR WEIGLE	BOARD MEMBER	2.00	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	No data	No data	No data	No data
2023	$2,657,138	$356,364	$4,768,607	$2,300,774
2022	$335,604	$314,248	$2,422,370	$21,356
2021	$585,093	$281,830	$2,538,550	$303,263
2020	$264,537	$286,639	$1,976,178	$-22,102
2019	$270,232	$360,735	$2,005,649	$-90,503
2018	$262,388	$294,560	$1,971,159	$-32,172

KALTREIDER-BENFER LIBRARY