BERTHA BARTLETT PUBLIC LIBRARY FOUNDATION

EIN: 421499280 501(c)(3) Education

Story City, IA

Total Revenue
$77,314
Total Expenses
$570,634
Total Assets
$310,668
Net Assets
$310,668
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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
2000
Legal Domicile
IA
Principal Officer
GRETCHEN VOGA
Phone
5157334377
Tax Period
2025-01-01 to 2025-12-31

BERTHA BARTLETT PUBLIC LIBRARY FOUNDATION, founded in 2000, is a micro nonprofit in the Education sector that reported $77K in total revenue in fiscal year 2025. Expenses of $571K exceeded revenue, resulting in a 638% operating deficit.

Mission

THE BERTHA BARTLETT PUBLIC LIBRARY WILL STRIVE TO MEET THE NEEDS OF THE COMMUNITY BY OFFERING ACCESS TO INFORMATION, EDUCATION, RECREATION COMMUNICATION SERVICES MATERIALS FOR ITS PATRONS. THE LIBRARY WILL CONTINUE TO IMPROVE ITS MATERIALS AND SERVICE.

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $77,263
Program Service Revenue $0
Investment Income $51
Other Revenue $0
TOTAL REVENUE $77,314

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $1,825,978
Other Expenses $570,634
TOTAL EXPENSES $570,634

Year-over-Year Comparison

2025 2024 Change
Revenue $77,314 N/A N/A
Expenses $570,634 N/A N/A
Net Income $-493,320 N/A N/A
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

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Governance

Voting Members
9
Independent Members
9
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
4
$0
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A BOARD MEMBER N/A
Director
$0 $0 $0
N/A BOARD MEMBER N/A
Director
$0 $0 $0
N/A BOARD MEMBER N/A
Director
$0 $0 $0
N/A BOARD MEMBER N/A
Director
$0 $0 $0
N/A BOARD MEMBER N/A
Director
$0 $0 $0
N/A LIBRARY DIRECTOR N/A
Director
$0 $0 $0
N/A PRESIDENT N/A
Officer Director
$0 $0 $0
N/A VICE PRESIDENT N/A
Officer
$0 $0 $0
N/A SECRETARY N/A
Officer
$0 $0 $0
N/A TREASURER N/A
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
2025 $77,314 $570,634 $310,668 $-493,320
2024 $173,114 $1,827,777 $784,681 $-1,654,663
2023 $307,783 $5,366 $2,439,344 $302,417
2022 $232,021 $6,011 $2,136,927 $226,010
2021 $1,665,571 $1,831 $2,186,325 $1,663,740
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