Library Board of the Borough of Oakmont (EIN 251365864) - 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

1993

Legal Domicile

Principal Officer

Rebecca Panza

Phone

4128289532

Tax Period

2025-01-01 to 2025-12-31

Library Board of the Borough of Oakmont, founded in 1993, is a small nonprofit that reported $689K in total revenue in fiscal year 2025. Revenue decreased 18% compared to the prior year. Expenses of $620K left a modest 10% surplus.

Mission

To enrich the community through lifelong learning, creativity and recreation.

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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 (2025)

Revenue Breakdown

Contributions & Grants $570,064

Program Service Revenue $21,326

Investment Income $77,086

Other Revenue $20,570

TOTAL REVENUE $689,046

Expense Breakdown

Grants Paid $0

Salaries & Benefits $306,745

Fundraising Expenses $500

Program Expenses $583,430

Other Expenses $312,976

TOTAL EXPENSES $619,721

Year-over-Year Comparison

	2025	2024	Change
Revenue	$689,046	$836,376	-0.2%
Expenses	$619,721	$882,074	-0.3%
Net Income	$69,325	$-45,698	-2.5%

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

Total Directors

Key Employees

$70,817

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rebecca Panza	President	1.00	Officer Director	$0	$0	$0
Ann Galm	Vice President	1.00	Officer Director	$0	$0	$0
Ann Buechli	Treasurer	1.00	Officer Director	$0	$0	$0
Laura Spisak	Secretary	1.00	Officer Director	$0	$0	$0
Shane Michael	Trustee - Resigned	1.00	Director	$0	$0	$0
Maggie Soff	Trustee	1.00	Director	$0	$0	$0
Emily Stimmel	Trustee	1.00	Director	$0	$0	$0
Alex Taylor	Trustee	1.00	Director	$0	$0	$0
Caitlyn Boland	Library Director	40.00	Key Emp	$0	$0	$70,817
Candance Hill	Trustee - Started April 2025	1.00	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	$689,046	$619,721	$1,161,194	$69,325
2024	$836,376	$882,074	$1,027,029	$-45,698
2023	$673,965	$626,940	$1,036,407	$47,025
2022	$621,084	$619,622	$916,091	$1,462
2021	$722,361	$560,477	$1,117,400	$161,884
2020	$539,007	$458,132	$937,300	$80,875
2019	$1,278,419	$605,764	$830,820	$672,655
2018	$547,932	$568,352	$128,304	$-20,420

Library Board of the Borough of Oakmont