Upper Chichester Library

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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

2010

Legal Domicile

Principal Officer

Dawn Daniels

Tax Period

2022-01-01 to 2022-12-31

Upper Chichester Library, founded in 2010, is a small nonprofit in the Education sector that reported $210K in total revenue in fiscal year 2022. The organization ran a surplus of $41K, a strong 20% operating margin.

Mission

Public library to the local community

Program Service Accomplishments

Program 1

Expenses: $128,162 Revenue: $9,500

Provide access to books, periodicals, DVDs, and other library materials to the local community

Program 2

Expenses: $5,432 Revenue: $4,732

Provide access to the internet and copier services

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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 (2022)

Revenue Breakdown

Contributions & Grants $194,223

Program Service Revenue $4,732

Investment Income $29

Other Revenue $11,289

TOTAL REVENUE $210,273

Expense Breakdown

Grants Paid $0

Salaries & Benefits $73,808

Fundraising Expenses $14,950

Program Expenses $133,594

Other Expenses $80,212

TOTAL EXPENSES $168,970

Year-over-Year Comparison

	2022	2021	Change
Revenue	$210,273	$199,319	+0.1%
Expenses	$168,970	$133,562	+0.3%
Net Income	$41,303	$65,757	-0.4%

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
Rosemary Kertis	Trustee	1.00	Director	$0	$0	$0
Joseph Neary	Trustee	1.00	Director	$0	$0	$0
Fran Samson	Trustee	1.00	Director	$0	$0	$0
Chris Heavens	Trustee	1.00	Director	$0	$0	$0
Betsy Barnes	Director	20.00	Director	$0	$0	$0
Steven Wilson	Trustee	1.00	Director	$0	$0	$0
John Iannotti	Trustee	1.00	Director	$0	$0	$0
Michelle McKinney	Trustee	1.00	Director	$0	$0	$0
Dawn Larkin	Trustee	1.00	Director	$0	$0	$0
Gloria Brazell	Trustee	1.00	Director	$0	$0	$0
Nicole Whitaker	Vice President	1.00	Officer	$0	$0	$0
Dawn Daniels	President	5.00	Officer	$0	$0	$0
David Houtz	Treasurer	3.00	Officer	$0	$0	$0
Laura Schrieber	Secretary	1.00	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
2024	No data	No data	No data	No data
2022	$210,273	$168,970	$286,645	$41,303