Fullerton Public Library Foundation (EIN 330502533) - 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

1992

Legal Domicile

Principal Officer

M Elizabeth Oates

Phone

7147383366

Tax Period

2024-01-01 to 2024-12-31

Fullerton Public Library Foundation, founded in 1992, is a small nonprofit in the Education sector that reported $387K in total revenue in fiscal year 2024. Revenue surged 64% from the prior year, signaling strong growth momentum. The organization ran a surplus of $275K, a strong 71% operating margin.

Mission

The mission of the Fullerton Public Library Foundation is to enrich the quality of the life of the people of Fullerton by raising funds for the enhancement of the library. These funds shall be in supplement to, but not in place of, those provided by the City of Fullerton.

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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 $26,734

Program Service Revenue $4,684

Investment Income $299,861

Other Revenue $55,430

TOTAL REVENUE $386,709

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,918

Fundraising Expenses $0

Program Expenses $107,949

Other Expenses $100,294

TOTAL EXPENSES $111,212

Year-over-Year Comparison

	2024	2023	Change
Revenue	$386,709	$236,015	+0.6%
Expenses	$111,212	$249,780	-0.6%
Net Income	$275,497	$-13,765	-21.0%

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

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
DUNCAN JOHNSON	Treasurer	3.00	Officer Director	$0	$0	$0
JOAN MEARS	REC SECRETARY	1.00	Officer Director	$0	$0	$0
M ELIZABETH OATES	President	5.00	Officer Director	$0	$0	$0
DAVID LEE	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	$386,709	$111,212	$5,631,929	$275,497
2023	$236,015	$249,780	$5,352,608	$-13,765
2022	$241,529	$99,898	$5,012,347	$141,631
2021	$385,608	$108,844	$5,796,381	$276,764
2020	$4,547,978	$172,913	$5,610,097	$4,375,065
2019	$161,259	$57,758	$1,105,905	$103,501
2018	$94,306	$85,548	$737,952	$8,758

Fullerton Public Library Foundation