HACKLEY TRUST FBO HACKLEY LIBRARY … - Form 990 Financial Data

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1905

Legal Domicile

Phone

5135345310

Tax Period

2024-07-01 to 2025-06-30

HACKLEY TRUST FBO HACKLEY LIBRARY FIFTH, founded in 1905, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $11K in total revenue in fiscal year 2024. Revenue fell 30% from the prior year — a significant decline worth monitoring. Expenses of $16K exceeded revenue, resulting in a 39% operating deficit.

Mission

TRUST ASSETS ARE INVESTED TO PROVIDE INCOME TO BE DISTRIBUTED TO THE CHARITY NAMED IN THE GOVERNING DOCUMENT.

Program Service Accomplishments

Program 1

Expenses: $11,694

DISTRIBUTIONS TO NAMED CHARITY AS DIRECTED BY THE GOVERNING DOCUMENT.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $11,204

Other Revenue $0

TOTAL REVENUE $11,204

Expense Breakdown

Grants Paid $11,289

Salaries & Benefits $2,700

Fundraising Expenses $0

Program Expenses $11,694

Other Expenses $1,593

TOTAL EXPENSES $15,582

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,204	$16,024	-0.3%
Expenses	$15,582	$15,530	+0.0%
Net Income	$-4,378	$494	-9.9%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

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
FIFTH THIRD BANK N A	TRUSTEE	1.0		$2,700	$0	$2,700

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	$11,204	$15,582	$141,808	$-4,378
2024	$16,024	$15,530	$146,188	$494
2023	$7,167	$17,220	$145,694	$-10,053
2022	$8,043	$14,630	$155,747	$-6,587
2021	$30,427	$14,907	$162,334	$15,520
2020	$11,569	$13,150	$146,813	$-1,581

HACKLEY TRUST FBO HACKLEY LIBRARY FIFTH