WILLIAM JEANES MEMORIAL LIBRARY OF WHITEMARSH TOWNSHIP (EIN 237018956) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1933

Legal Domicile

Principal Officer

LISA CLANCY

Phone

6108280441

Tax Period

2023-01-01 to 2023-12-31

WILLIAM JEANES MEMORIAL LIBRARY OF WHITEMARSH TOWNSHIP, founded in 1933, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $1.3M exceeded revenue, resulting in a 14% operating deficit.

Mission

OPERATION OF A PUBLIC LIBRARY FOR THE RESIDENTS OF WHITEMARSH TOWNSHIP

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $991,676

Program Service Revenue $126,042

Investment Income $22,488

Other Revenue $-5,352

TOTAL REVENUE $1,134,854

Expense Breakdown

Grants Paid $0

Salaries & Benefits $738,902

Fundraising Expenses $0

Program Expenses $1,200,891

Other Expenses $551,814

TOTAL EXPENSES $1,290,716

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,134,854	$995,942	+0.1%
Expenses	$1,290,716	$1,278,977	+0.0%
Net Income	$-155,862	$-283,035	-0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

143

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

$98,972

Total Directors

$98,972

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA CLANCY	LIBRARY DIRE	35.00	Officer Director	$85,554	$13,418	$98,972
TAMIKA BROWN	BOARD MEMBER	2.00	Director	$0	$0	$0
CHRIS CAHILL	TREASURER	2.00	Officer Director	$0	$0	$0
CARLY GREIS	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
ELLEN KIRBY	BOARD MEMBER	2.00	Director	$0	$0	$0
CATHY LEVIN	SECRETARY	2.00	Officer Director	$0	$0	$0
RACHEL BERKSON SCHUPACK	BOARD MEMBER	2.00	Director	$0	$0	$0
DIANE SMITH-HOBAN	PRESIDENT	2.00	Officer 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	$1,134,854	$1,290,716	$3,877,887	$-155,862
2022	$995,942	$1,278,977	$4,083,033	$-283,035
2021	$1,080,335	$1,072,987	$4,297,181	$7,348
2020	$961,369	$980,873	$4,432,136	$-19,504
2019	$936,935	$1,104,069	$4,307,628	$-167,134
2018	$904,851	$1,063,655	$4,473,095	$-158,804

WILLIAM JEANES MEMORIAL LIBRARY OF WHITEMARSH TOWNSHIP