SHENANDOAH COUNTY LIBRARY FOUNDATION (EIN 541851150) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1997

Legal Domicile

Principal Officer

DIANE KULL

Phone

5409848200

Tax Period

2024-07-01 to 2025-06-30

SHENANDOAH COUNTY LIBRARY FOUNDATION, founded in 1997, is a small nonprofit in the Education sector that reported $133K in total revenue in fiscal year 2018. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $97K, a strong 73% operating margin.

Mission

TO PROVIDE FINANCIAL SUPPORT FOR THE SHENANDOAH COUNTY LIBRARY SYSTEM.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $53,528

Program Service Revenue $0

Investment Income $153,357

Other Revenue $0

TOTAL REVENUE $206,885

Expense Breakdown

Grants Paid $20,000

Salaries & Benefits $0

Fundraising Expenses $906

Program Expenses $125,854

Other Expenses $108,939

TOTAL EXPENSES $128,939

Year-over-Year Comparison

	2024	2023	Change
Revenue	$206,885	$144,691	+0.4%
Expenses	$128,939	$12,684	+9.2%
Net Income	$77,946	$132,007	-0.4%

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
KATHERINE MANN	PRESIDENT	1.00	Officer Director	$0	$0	$0
JEANNE ELLEN RUSSELL	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
FAIRMAH SCHUERMAN	SECRETARY	1.00	Officer Director	$0	$0	$0
JOAN ANDERSON	TREASURER	1.00	Officer Director	$0	$0	$0
MERRY FREDERICK	DIRECTOR	1.00	Director	$0	$0	$0
JEAN MARTIN	DIRECTOR	1.00	Director	$0	$0	$0
PATRICIA PIRTLE	DIRECTOR	1.00	Director	$0	$0	$0
LORI RYAN	DIRECTOR	1.00	Director	$0	$0	$0
LAURIE WINKELMANN	DIRECTOR	1.00	Director	$0	$0	$0
MICHELE HOUSE	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	$206,885	$128,939	$2,652,204	$77,946
2024	$144,691	$12,684	$2,405,867	$132,007
2023	$96,982	$567,295	$2,065,744	$-470,313
2022	$265,900	$39,276	$2,437,271	$226,624
2021	$125,913	$5,968	$2,894,918	$119,945
2020	$190,616	$42,099	$2,229,360	$148,517
2019	$133,083	$36,043	$1,997,477	$97,040

SHENANDOAH COUNTY LIBRARY FOUNDATION