PERRY PUBLIC LIBRARY FOUNDATION (EIN 421269018) - 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

1986

Legal Domicile

Phone

5154655651

Tax Period

2024-07-01 to 2025-06-30

PERRY PUBLIC LIBRARY FOUNDATION, founded in 1986, is a small nonprofit in the Education sector that reported $175K in total revenue in fiscal year 2024. Revenue surged 49% from the prior year, signaling strong growth momentum. The organization ran a surplus of $129K, a strong 74% operating margin.

Mission

ALL PROGRAM SERVICES RENDERED IN THE LIBRARY FACILTY TO SERVE THE CITY OF PERRY AND SURROUNDING AREAS.

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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 $40,000

Program Service Revenue $0

Investment Income $135,152

Other Revenue $0

TOTAL REVENUE $175,152

Expense Breakdown

Grants Paid $39,600

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $45,727

Other Expenses $6,127

TOTAL EXPENSES $45,727

Year-over-Year Comparison

	2024	2023	Change
Revenue	$175,152	$117,186	+0.5%
Expenses	$45,727	$40,354	+0.1%
Net Income	$129,425	$76,832	+0.7%

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
BARRY BENGTSON	Chairman	1.00	Officer Director	$0	$0	$0
CONNIE JOY	BOARD MEMBER	1.00	Director	$0	$0	$0
JON PETERS	Treasurer	2.00	Officer Director	$0	$0	$0
SALLY SPELLMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
KENDALL RATHJE	BOARD MEMBER	1.00	Director	$0	$0	$0
HEATHER KAROLUS	BOARD MEMBER	1.00	Director	$0	$0	$0
ROSA GONZALEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
EMILY WEAVER	BOARD MEMBER	1.00	Director	$0	$0	$0
LORI GILROY	BOARD MEMBER	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	$175,152	$45,727	$1,280,258	$129,425
2024	$117,186	$40,354	$1,150,833	$76,832
2023	$145,545	$42,180	$1,074,001	$103,365
2022	$18,855	$129,233	$970,636	$-110,378
2021	$348,086	$238,748	$1,081,014	$109,338
2020	$21,423	$47,343	$971,676	$-25,920
2019	$70,250	$39,788	$997,596	$30,462

PERRY PUBLIC LIBRARY FOUNDATION