THE FRIENDS OF UPPER DUBLIN PUBLIC LIBRARY (EIN 232557467) - 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

1990

Legal Domicile

Principal Officer

TORI PERRY

Phone

2156288744

Tax Period

2024-01-01 to 2024-12-31

THE FRIENDS OF UPPER DUBLIN PUBLIC LIBRARY, founded in 1990, is a small nonprofit that reported $130K in total revenue in fiscal year 2024. The organization ran a surplus of $57K, a strong 44% operating margin.

Mission

TO MAKE A VISIBLE DIFFERENCE IN THE COMMUNITY BY STIMULATING THE PUBLIC INTEREST IN THE UPPER DUBLIN PUBLIC LIBRARY'S PROGRAMS AND RESOURCES, PROMOTING READING AND EDUCATIONAL OPPORTUNITIES AMONG ALL AGES, AND BY PROVIDING SUPPLEMENTAL FUNDS TO SUPPORT THOSE CULTURAL, EDUCATIONAL, AND SPECIAL NEEDS OF THE UPPER DUBLIN PUBLIC 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 (2024)

Revenue Breakdown

Contributions & Grants $75,626

Program Service Revenue $5,634

Investment Income $17,705

Other Revenue $30,777

TOTAL REVENUE $129,742

Expense Breakdown

Grants Paid $13,621

Salaries & Benefits $0

Fundraising Expenses $1,753

Program Expenses $57,101

Other Expenses $59,330

TOTAL EXPENSES $72,951

Year-over-Year Comparison

	2024	2023	Change
Revenue	$129,742	$124,081	+0.0%
Expenses	$72,951	$110,020	-0.3%
Net Income	$56,791	$14,061	+3.0%

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
JAMES GROSS	PRESIDENT AT	5.00	Officer Director	$0	$0	$0
TORI PERRY	PRESIDENT	3.00	Officer Director	$0	$0	$0
CHARLOTTE HUBER	SECRETARY	4.00	Officer Director	$0	$0	$0
BRYAN GILLESPIE	TREASURER	10.00	Officer Director	$0	$0	$0
JAN FROHNER	BOARD MEMBER	0.70	Director	$0	$0	$0
JO-ANN HUNT	BOARD MEMBER	10.00	Director	$0	$0	$0
DICK HAGGARD	BOARD MEMBER	1.00	Director	$0	$0	$0
JULES MERMELSTEIN	BOARD MEMBER	1.00	Director	$0	$0	$0
LINDA BECK	BOARD MEMBER	1.00	Director	$0	$0	$0
GREG BILLINGS	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY LAMPMANN	BOARD MEMBER	1.20	Director	$0	$0	$0
MARYANN PALADINI-PRICE	BOARD MEMBER	1.00	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	$129,742	$72,951	$358,114	$56,791
2023	$124,081	$110,020	$295,374	$14,061
2022	$518,311	$707,257	$272,215	$-188,946
2021	$488,503	$183,529	$489,056	$304,974
2020	$224,459	$163,882	$185,029	$60,577

THE FRIENDS OF UPPER DUBLIN PUBLIC LIBRARY