OWATONNA PUBLIC LIBRARY FOUNDATION

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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

2002

Legal Domicile

Principal Officer

JOHN PFEIFER

Phone

5074442460

Tax Period

2023-01-01 to 2023-12-31

OWATONNA PUBLIC LIBRARY FOUNDATION, founded in 2002, is a micro nonprofit in the Education sector that reported $39K in total revenue in fiscal year 2023. Revenue fell 68% from the prior year — a significant decline worth monitoring. Expenses of $114K exceeded revenue, resulting in a 190% operating deficit.

Mission

ENHANCE THE CURRENT PROGRAM SERVICE DELIVERY OF THE LIBRARY, NAMELY TO MAKE AVAILABLE AND FREE TO ALL THE WORLD OF KNOWLEDGE AND INFORMATION FOUND IN BOOKS AND OTHER MEDIA AVAILABLE AL THE LOCAL LIBRARY.

Program Service Accomplishments

Program 1

Expenses: $81,360

ENHANCE THE CURRENT PROGRAM SERVICE DELIVERY OF THE LIBRARY, NAMELY TO MAKE AVAILABLE AND FREE TO ALL THE WORLD OF KNOWLEDGE AND INFORMATION FOUND IN BOOKS AND OTHER MEDIA AVAILABLE AT THE LOCAL...

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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 $77,835

Program Service Revenue $0

Investment Income $-38,459

Other Revenue $0

TOTAL REVENUE $39,376

Expense Breakdown

Grants Paid $81,360

Salaries & Benefits $0

Fundraising Expenses $11,325

Program Expenses $81,360

Other Expenses $32,887

TOTAL EXPENSES $114,247

Year-over-Year Comparison

	2023	2022	Change
Revenue	$39,376	$121,893	-0.7%
Expenses	$114,247	$108,871	+0.0%
Net Income	$-74,871	$13,022	-6.7%

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
GRAHAM BENOIT	VICE PRESIDE	0.50	Officer Director	$0	$0	$0
JILL HOLMES	DIRECTOR	0.50	Director	$0	$0	$0
ROSS LEUNING	DIRECTOR	0.50	Director	$0	$0	$0
JOHN PFEIFER	PRESIDENT	0.50	Officer Director	$0	$0	$0
TRUDY SEVERSON	DIRECTOR	0.50	Director	$0	$0	$0
BRAD SVENBY	TREASURER	0.50	Officer Director	$0	$0	$0
JAN MITTELSTADT TIPPETT	SECRETARY	0.50	Officer 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
2024	No data	No data	No data	No data
2023	$39,376	$114,247	$1,458,329	$-74,871
2022	$121,893	$108,871	$1,370,921	$13,022
2021	$77,727	$110,738	$1,590,806	$-33,011
2020	$157,057	$102,481	$1,527,692	$54,576
2019	$73,832	$110,526	$1,549,459	$-36,694
2018	$87,568	$121,148	$1,470,298	$-33,580