Nita Stewart Haley Memorial Library (EIN 237327454) - 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

1973

Legal Domicile

Principal Officer

BRIAN T MCLAUGHLIN

Phone

4325281175

Tax Period

2024-01-01 to 2024-12-31

Nita Stewart Haley Memorial Library, founded in 1973, is a community nonprofit that reported $2.7M in total revenue in fiscal year 2024. Revenue surged 237% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.1M, a strong 80% operating margin.

Mission

TO MAKE AVAILABLE AT NO CHARGE TO THE RESEARCHING PUBLIC PRIMARY SOURCE COLLECTIONS OF HISTORICAL NATURE THAT REPRESENT THE DEVELOPMENT OF THE SOUTHWESTERN UNITED STATES.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $2,264,784

Program Service Revenue $8,199

Investment Income $142,661

Other Revenue $240,794

TOTAL REVENUE $2,656,438

Expense Breakdown

Grants Paid $0

Salaries & Benefits $243,094

Fundraising Expenses $182,933

Program Expenses $273,289

Other Expenses $295,056

TOTAL EXPENSES $538,150

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,656,438	$787,698	+2.4%
Expenses	$538,150	$502,609	+0.1%
Net Income	$2,118,288	$285,089	+6.4%

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

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

$93,750

Total Directors

$93,750

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
J P Pat McDaniel	Executive Direc	40.00	Officer Director	$93,750	$0	$93,750
BRIAN T MCLAUGHLIN	Board Chair	5.00	Officer Director	$0	$0	$0
Jeff Haley	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
B Byron Price	Board Member	1.00	Officer Director	$0	$0	$0
William W Caruth III	Board Member	1.00	Officer Director	$0	$0	$0
JOSEPH A SULLIVAN	Board Member	1.00	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	$2,656,438	$538,150	$15,701,949	$2,118,288
2023	$787,698	$502,609	$12,686,907	$285,089
2022	$2,087,664	$440,165	$9,680,868	$1,647,499
2021	$771,762	$430,482	$8,035,811	$341,280
2021	$771,762	$430,482	$8,035,811	$341,280
2020	$731,563	$408,371	$7,693,839	$323,192
2020	$731,563	$408,371	$7,693,839	$323,192
2019	$817,942	$430,106	$7,370,767	$387,836

Nita Stewart Haley Memorial Library