FRIENDS OF THE SUN CITY LIBRARIES INC (EIN 237112072) - 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

1971

Legal Domicile

Principal Officer

JESSICA POTTER-SLIDER

Phone

4805890908

Tax Period

2024-01-01 to 2024-12-31

FRIENDS OF THE SUN CITY LIBRARIES INC, founded in 1971, is a small nonprofit that reported $465K in total revenue in fiscal year 2024. Revenue surged 424% from the prior year, signaling strong growth momentum. The organization ran a surplus of $366K, a strong 79% operating margin.

Mission

TO ENHANCE THE SUN CITY, AZ AREA COMMUNITY THROUGH SUPPORT FOR SUN CITY LIBRARIES.

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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 $46,411

Program Service Revenue $405

Investment Income $418,118

Other Revenue $0

TOTAL REVENUE $464,934

Expense Breakdown

Grants Paid $31,587

Salaries & Benefits $0

Fundraising Expenses $6,477

Program Expenses $39,973

Other Expenses $67,330

TOTAL EXPENSES $98,917

Year-over-Year Comparison

	2024	2023	Change
Revenue	$464,934	$88,687	+4.2%
Expenses	$98,917	$97,454	+0.0%
Net Income	$366,017	$-8,767	-42.7%

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

100

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
TOM HAUGSBY	BOARD MEMBER AS OF 3/2024	2.00	Director	$0	$0	$0
DAN KELLAMS	BOARD MEMBER AS OF 10/2024	2.00	Director	$0	$0	$0
SHERI SHARP	BOARD MEMBER	2.00	Director	$0	$0	$0
IRENE NATHANSON	BOARD MEMBER	2.00	Director	$0	$0	$0
RUTH POLANSKY	BOARD MEMBER	2.00	Director	$0	$0	$0
JOYCE VOSS	SECRETARY	2.00	Officer Director	$0	$0	$0
JESSICA POTTER-SLIDER	TREASURER	4.00	Officer Director	$0	$0	$0
SUE BLECHL	PRESIDENT	8.00	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	$464,934	$98,917	$5,591,432	$366,017
2023	$88,687	$97,454	$5,108,662	$-8,767
2022	$49,349	$78,739	$4,584,090	$-29,390
2021	$214,170	$148,227	$5,415,609	$65,943
2020	$34,116	$80,505	$5,025,058	$-46,389
2019	$202,131	$198,806	$4,836,706	$3,325
2018	$361,373	$116,392	$4,307,536	$244,981

FRIENDS OF THE SUN CITY LIBRARIES INC