UNION COUNTY LIBRARY SYSTEM (EIN 232952095) - 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

1998

Legal Domicile

Principal Officer

ALEX T SCHWARTZMAN

Phone

5705231172

Tax Period

2023-01-01 to 2023-12-31

UNION COUNTY LIBRARY SYSTEM, founded in 1998, is a small nonprofit in the Education sector that reported $689K in total revenue in fiscal year 2023.

Mission

THE UNION COUNTY LIBRARY SYSTEM PROVIDES CONNECTIONS TO MATERIALS, PROGRAMS, TECHNOLOGIES AND EXPERIENCES THAT REFLECT A COMMITMENT TO ENRICH OUR COMMUNITIES.

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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 $313,366

Program Service Revenue $369,639

Investment Income $5,589

Other Revenue $372

TOTAL REVENUE $688,966

Expense Breakdown

Grants Paid $452,378

Salaries & Benefits $180,222

Fundraising Expenses $0

Program Expenses $674,776

Other Expenses $89,236

TOTAL EXPENSES $721,836

Year-over-Year Comparison

	2023	2022	Change
Revenue	$688,966	$722,774	0.0%
Expenses	$721,836	$703,282	+0.0%
Net Income	$-32,870	$19,492	-2.7%

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

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

$103,951

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY BETH CLARK	PRESIDENT	2.00	Officer Director	$0	$0	$0
KIM LICHTEL	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
SHARON KOPPEL	SECRETARY/TREASURER	2.00	Officer Director	$0	$0	$0
CAROL BUDD	TRUSTEE	2.00	Director	$0	$0	$0
BENITA KOLMEN SOLOMON	TRUSTEE	2.00	Director	$0	$0	$0
MORGAN MATTERN	TRUSTEE	2.00	Director	$0	$0	$0
JOHN MATHIAS	TRUSTEE	2.00	Director	$0	$0	$0
BECKY PEREZ	TRUSTEE	2.00	Director	$0	$0	$0
ANNE SMITH	TRUSTEE	2.00	Director	$0	$0	$0
LISA WEISER	TRUSTEE	2.00	Director	$0	$0	$0
DON WILVER	TRUSTEE	2.00	Director	$0	$0	$0
ALEX SCHWARTZMAN	ADMINISTRATOR	10.00	Officer	$0	$21,571	$103,951

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	$688,966	$721,836	$205,455	$-32,870
2022	$722,774	$703,282	$221,326	$19,492
2021	$569,238	$665,149	$243,944	$-95,911
2020	$822,614	$682,993	$326,672	$139,621
2019	$607,456	$618,544	$164,159	$-11,088
2018	$615,996	$612,959	$156,488	$3,037

UNION COUNTY LIBRARY SYSTEM