Waupaca Public Library Foundation Inc (EIN 391656437) - 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

1989

Legal Domicile

Phone

7153835574

Tax Period

2024-01-01 to 2024-12-31

Waupaca Public Library Foundation Inc, founded in 1989, is a micro nonprofit in the Education sector that reported $61K in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $55K left a modest 10% surplus.

Mission

The Development of Programs to: Focus public attention on library services, facilities and need in the Waupaca area; To promote growth of the Library by developing and administering an active gift and memorial program for the Library.

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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 $50,739

Program Service Revenue $0

Investment Income $10,111

Other Revenue $0

TOTAL REVENUE $60,850

Expense Breakdown

Grants Paid $0

Salaries & Benefits $12,865

Fundraising Expenses $0

Program Expenses $47,935

Other Expenses $41,855

TOTAL EXPENSES $54,720

Year-over-Year Comparison

	2024	2023	Change
Revenue	$60,850	$46,488	+0.3%
Expenses	$54,720	$56,826	0.0%
Net Income	$6,130	$-10,338	-1.6%

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

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	Role	Reportable Comp	Other Comp	Total
Anne Justmann	Director	Director	$0	$0	$0
Amy Holterman	Director	Director	$0	$0	$0
Tracy Behrendt	Director	Director	$0	$0	$0
Kathy Hurt	Director	Director	$0	$0	$0
Alan Kjelland	President	Director	$0	$0	$0
Jeanne Bootz	Director	Director	$0	$0	$0
Sarah Hanneman	Director	Director	$0	$0	$0
Melanie Peterson	Director	Director	$0	$0	$0
Vance Linden	Director	Officer	$0	$0	$0
Julie Eiden	Secretary	Officer	$0	$0	$0
Becky Liegl	Vice President	Officer	$0	$0	$0
Nicholas E Burington	Treasurer	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	$60,850	$54,720	$310,803	$6,130
2023	$46,488	$56,826	$304,673	$-10,338
2022	$79,988	$55,206	$315,011	$24,782
2021	$44,537	$42,343	$290,229	$2,194
2020	$33,661	$39,929	$288,035	$-6,268
2019	$40,315	$50,376	$294,303	$-10,061
2018	$35,886	$52,492	$304,364	$-16,606

Waupaca Public Library Foundation Inc