SPENCER PUBLIC LIBRARY MUNI TRUST (EIN 421131115) - 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

1979

Legal Domicile

Principal Officer

RYAN DOTSON

Phone

7125807290

Tax Period

2023-07-01 to 2024-06-30

SPENCER PUBLIC LIBRARY MUNI TRUST, founded in 1979, is a micro nonprofit in the Education sector that reported $72K in total revenue in fiscal year 2023. Revenue surged 147% from the prior year, signaling strong growth momentum. The organization ran a surplus of $40K, a strong 55% operating margin.

Mission

THE ORGANIZATION USES ALL OF ITS RESOURCES TO SUPPORT THE SPENCER LIBRARY IN SPENCER, IOWA.

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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 (2023)

Revenue Breakdown

Contributions & Grants $61,200

Program Service Revenue $0

Investment Income $11,300

Other Revenue $0

TOTAL REVENUE $72,500

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $32,495

Other Expenses $32,495

TOTAL EXPENSES $32,495

Year-over-Year Comparison

	2023	2022	Change
Revenue	$72,500	$29,343	+1.5%
Expenses	$32,495	$25,997	+0.2%
Net Income	$40,005	$3,346	+11.0%

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

N/A

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
RYAN DOTSON	President	1.00	Officer Director	$0	$0	$0
JEFF GEIGER	Vice President	1.00	Officer Director	$0	$0	$0
JAY OLDENKAMP	Treasurer	1.00	Officer Director	$0	$0	$0
BOB WHITTENBURG	Secretary	1.00	Director	$0	$0	$0
ELISSA BARRICK	Director	1.00	Director	$0	$0	$0
BECKY PRENTICE	Director	1.00	Director	$0	$0	$0
HILARY BECKER	Director	1.00	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
2025	No data	No data	No data	No data
2024	$72,500	$32,495	$742,998	$40,005
2023	$29,343	$25,997	$702,993	$3,346
2022	$25,925	$8,331	$699,647	$17,594
2021	$13,578	$4,802	$682,053	$8,776
2020	$21,260	$14,260	$673,277	$7,000
2019	$29,252	$28,820	$666,277	$432

SPENCER PUBLIC LIBRARY MUNI TRUST