OTTUMWA PUBLIC LIBRARY FOUNDATION C/O NATALIE BOLIN (EIN 421506251) - 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

Principal Officer

NATALIE BOLIN

Phone

6416836543

Tax Period

2024-05-01 to 2025-04-30

OTTUMWA PUBLIC LIBRARY FOUNDATION C/O NATALIE BOLIN is a small nonprofit in the Education sector that reported $102K in total revenue in fiscal year 2024. Revenue surged 86% from the prior year, signaling strong growth momentum. The organization ran a surplus of $92K, a strong 90% operating margin.

Mission

SUPPORT PUBLIC 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 $3,000

Program Service Revenue $0

Investment Income $98,759

Other Revenue $0

TOTAL REVENUE $101,759

Expense Breakdown

Grants Paid $500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $500

Other Expenses $9,332

TOTAL EXPENSES $9,832

Year-over-Year Comparison

	2024	2023	Change
Revenue	$101,759	$54,587	+0.9%
Expenses	$9,832	$13,057	-0.2%
Net Income	$91,927	$41,530	+1.2%

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
NATALIE BOLIN	TREASURER	N/A	Officer Director	$0	$0	$0
MIKE CARPENTER	PRESIDENT	N/A	Officer Director	$0	$0	$0
RHONDA CONRAD	DIRECTOR	N/A	Director	$0	$0	$0
SONJA FERRELL	SECRETARY	N/A	Officer Director	$0	$0	$0
TRAVIS HENDERSON	DIRECTOR	N/A	Director	$0	$0	$0
LEANN LEMBERGER	DIRECTOR	N/A	Director	$0	$0	$0
ALEX MORLEY	DIRECTOR	N/A	Director	$0	$0	$0
CINDY RUPE	DIRECTOR	N/A	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	$101,759	$9,832	$1,846,349	$91,927
2024	$54,587	$13,057	$1,754,422	$41,530
2023	$103	$25,493	$1,712,892	$-25,390
2022	$478,499	$8,473	$1,738,282	$470,026
2021	$51,447	$7,250	$1,268,256	$44,197
2020	$262,534	$5,903	$1,224,059	$256,631
2019	$91,169	$88,300	$967,428	$2,869

OTTUMWA PUBLIC LIBRARY FOUNDATION C/O NATALIE BOLIN