HUNTINGDON VALLEY LIBRARY (EIN 236050780) - 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

1953

Legal Domicile

Principal Officer

JACLYN KENNY

Phone

2159475138

Tax Period

2024-01-01 to 2024-12-31

HUNTINGDON VALLEY LIBRARY, founded in 1953, is a small nonprofit that reported $727K in total revenue in fiscal year 2024. Expenses of $644K left a modest 11% surplus.

Mission

LIBRARY SERVICES FOR RESIDENTS OF HUNTINGDON VALLEY, PENNSYLVANIA

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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 $654,600

Program Service Revenue $11,945

Investment Income $60,694

Other Revenue $-200

TOTAL REVENUE $727,039

Expense Breakdown

Grants Paid $0

Salaries & Benefits $366,869

Fundraising Expenses $7,474

Program Expenses $479,105

Other Expenses $276,667

TOTAL EXPENSES $643,536

Year-over-Year Comparison

	2024	2023	Change
Revenue	$727,039	$698,611	+0.0%
Expenses	$643,536	$622,170	+0.0%
Net Income	$83,503	$76,441	+0.1%

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
JACK BERNSTEIN	PRESIDENT	2.00	Officer Director	$0	$0	$0
JUDITH TRICHON	TREASURER	2.00	Officer Director	$0	$0	$0
JEFF RUBIN	MEMBER	0.50	Director	$0	$0	$0
MITCHELL FINK	MEMBER	0.50	Director	$0	$0	$0
JOSEPH CANALE JR	MEMBER	1.00	Director	$0	$0	$0
STEVE CIMENT	MEMBER	0.50	Director	$0	$0	$0
AIVY DOWDS	MEMBER	0.50	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
2025	No data	No data	No data	No data
2024	$727,039	$643,536	$1,246,665	$83,503
2023	$698,611	$622,170	$1,173,109	$76,441
2022	$612,269	$617,115	$1,067,833	$-4,846
2021	$605,368	$578,127	$1,170,515	$27,241
2020	$630,643	$540,584	$1,139,464	$90,059
2019	$611,468	$582,861	$981,788	$28,607
2018	$575,926	$602,892	$872,571	$-26,966

HUNTINGDON VALLEY LIBRARY