JOSEPH & ELIZABETH SHAW PUBLIC LIBRARY (EIN 256002983) - 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

1940

Legal Domicile

Phone

8147653271

Tax Period

2024-01-01 to 2024-12-31

JOSEPH & ELIZABETH SHAW PUBLIC LIBRARY, founded in 1940, is a small nonprofit that reported $596K in total revenue in fiscal year 2024. Revenue surged 147% from the prior year, signaling strong growth momentum. The organization ran a surplus of $330K, a strong 55% operating margin.

Mission

PUBLIC LIBRARY FOR COMMUNITY

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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 $477,968

Program Service Revenue $9,733

Investment Income $108,596

Other Revenue $0

TOTAL REVENUE $596,297

Expense Breakdown

Grants Paid $0

Salaries & Benefits $127,948

Fundraising Expenses $0

Program Expenses $187,082

Other Expenses $138,426

TOTAL EXPENSES $266,374

Year-over-Year Comparison

	2024	2023	Change
Revenue	$596,297	$241,864	+1.5%
Expenses	$266,374	$276,672	0.0%
Net Income	$329,923	$-34,808	-10.5%

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

Volunteers

N/A

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

$49,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA COVAL	Director	37.00	Officer	$49,500	$0	$49,500
MIRANDA BURTON	Trustee	1.00	Director	$0	$0	$0
MARK BREAKEY	Trustee	1.00	Director	$0	$0	$0
JOHN SOBEL	Trustee	1.00	Director	$0	$0	$0
MICHELE MOYER	Secretary	1.00	Officer Director	$0	$0	$0
MARY JANE ROWLES	Trustee	1.00	Director	$0	$0	$0
MICHAEL BOOKHAMER	President	1.00	Officer Director	$0	$0	$0
JACQUE BOYLES	Trustee	1.00	Director	$0	$0	$0
BEVERLY NICKLAS	Trustee	1.00	Director	$0	$0	$0
SARA LIPTAK	Trustee	1.00	Director	$0	$0	$0
BRIAN WINGARD	Treasurer	1.00	Officer Director	$0	$0	$0
KELLY LIVERGOOD	Trustee	1.00	Director	$0	$0	$0
STEVE LIVERGOOD	Trustee	1.00	Director	$0	$0	$0
CINDY CODER	Trustee	1.00	Director	$0	$0	$0
ANN WOOD	Trustee	1.00	Director	$0	$0	$0
KRISTEN ZURAT	Vice President	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	$596,297	$266,374	$3,674,105	$329,923
2023	$241,864	$276,672	$3,087,277	$-34,808
2022	$343,930	$236,787	$3,005,859	$107,143
2021	$329,723	$217,376	$3,215,694	$112,347
2020	$270,585	$197,750	$3,123,428	$72,835
2019	$246,023	$197,117	$2,947,396	$48,906
2018	$240,888	$230,951	$2,779,807	$9,937

JOSEPH & ELIZABETH SHAW PUBLIC LIBRARY