WILLARD LIBRARY (EIN 383211873) - 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

1840

Legal Domicile

Principal Officer

MATTHEW WILLIS

Phone

2699688166

Tax Period

2024-07-01 to 2025-06-30

Mission

TO PROVIDE LIBRARY SERVICES TO RESIDENTS OF THE CITY OF BATTLE CREEK AND SURROUNDING COMMUNITIES.

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2024	2023	Change
Revenue	N/A	$6,628,326	-1.0%
Expenses	N/A	$5,852,391	-1.0%
Net Income	N/A	$775,935	N/A

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
MICHELLE HERZING	PRESIDENT	1.00	Officer Director	$0	$0	$0
JUDITH WILLIAMSON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
SALLI BALTUTAT	TREASURER	1.00	Officer Director	$0	$0	$0
KATHLEEN BAKER	SECRETARY	1.00	Officer Director	$0	$0	$0
LAURA WILLIAMS	TRUSTEE	1.00	Officer Director	$0	$0	$0
MATTHEW WILLIS	DIRECTOR	40.00	Officer	$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	No data	No data	No data	No data
2024	$6,628,326	$5,852,391	$6,357,328	$775,935
2023	$6,034,537	$5,475,291	$5,790,581	$559,246
2022	$5,978,429	$5,477,041	$5,504,980	$501,388
2021	$5,740,677	$4,868,279	$5,859,723	$872,398
2020	$5,768,696	$5,212,903	$5,134,177	$555,793
2019	$5,853,332	$6,013,031	$4,774,263	$-159,699
2018	$6,530,994	$6,058,865	$5,057,431	$472,129

WILLARD LIBRARY