Bernardsville Library Foundation Inc (EIN 274485942) - 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

2011

Legal Domicile

Principal Officer

Jamie Bertoni

Phone

9087660118

Tax Period

2025-01-01 to 2025-12-31

Bernardsville Library Foundation Inc, founded in 2011, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $126K in total revenue in fiscal year 2025. Revenue decreased 17% compared to the prior year. The organization ran a surplus of $85K, a strong 67% operating margin.

Mission

The mission of the BLF is to be a source of private funding to enable the Bernardsville Public Library to continue to operate at a level of excellence without regard to variations in public funding.

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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 $77,174

Program Service Revenue $0

Investment Income $34,730

Other Revenue $14,473

TOTAL REVENUE $126,377

Expense Breakdown

Grants Paid $25,000

Salaries & Benefits $1,717

Fundraising Expenses $0

Program Expenses $26,752

Other Expenses $14,571

TOTAL EXPENSES $41,288

Year-over-Year Comparison

	2025	2024	Change
Revenue	$126,377	$151,706	-0.2%
Expenses	$41,288	$52,139	-0.2%
Net Income	$85,089	$99,567	-0.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Michael Myers	Chairman	020.00	Officer Director	$0	$0	$0
Shika Mayer	Vice Chairman	020.00	Officer Director	$0	$0	$0
Madelyn English	Secretary	020.00	Officer Director	$0	$0	$0
Jamie Bertoni	Treasurer	020.00	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
2025	$126,377	$41,288	$1,068,962	$85,089
2024	$151,706	$52,139	$896,562	$99,567
2023	$182,065	$98,638	$701,980	$83,427
2022	$128,957	$69,774	$584,992	$59,183
2021	$140,087	$61,062	$573,394	$79,025

Bernardsville Library Foundation Inc