THE MOUNTAIN BROOK LIBRARY FOUNDAT… - Form 990 Financial Data

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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

1993

Legal Domicile

Principal Officer

LINDSY GARDNER

Phone

2058790459

Tax Period

2024-10-01 to 2025-09-30

THE MOUNTAIN BROOK LIBRARY FOUNDATION, founded in 1993, is a small nonprofit in the Education sector that reported $557K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $243K, a strong 44% operating margin.

Mission

THE PURPOSE OF THE MOUNTAIN BROOK LIBRARY FOUNDATION IS TO SUPPORT THE MISSION OF THE O'NEAL LIBRARY BY DELIVERING FINANCIAL SUPPORT FOR THE GOALS AND OBJECTIVES AS STATED IN THE LIBRARY STRATEGIC PLAN.

Program Service Accomplishments

Program 1

Expenses: $223,772

THE OBJECTIVE OF THE FOUNDATION IS TO DEFINE THE SCOPE AND APPROPRIATENESS OF THE GRANTS; TO PRESERVE AND BUILD THE ASSETS OF THE FOUNDATION AND PROTECT THE PURCHASING POWER OF DONOR'S GIFTS; TO...

THE OBJECTIVE OF THE FOUNDATION IS TO DEFINE THE SCOPE AND APPROPRIATENESS OF THE GRANTS; TO PRESERVE AND BUILD THE ASSETS OF THE FOUNDATION AND PROTECT THE PURCHASING POWER OF DONOR'S GIFTS; TO PROVIDE PREDICTABILITY FOR THE FOUNDATION'S ANNUAL GRANTMAKING BUDGET; TO SET POLICIES WITH RESPECT TO THE FOUNDATION'S SPENDING FOR GRANTS, GOODS AND SERVICES, ADMINISTRATIVE FEES, AND ANY OTHER EXPENSES ASSOCIATED WITH THE MANAGEMENT OF THE FOUNDATION AND ITS ASSETS.

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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 $316,365

Program Service Revenue $0

Investment Income $241,101

Other Revenue $0

TOTAL REVENUE $557,466

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $31,043

Program Expenses $223,772

Other Expenses $314,278

TOTAL EXPENSES $314,278

Year-over-Year Comparison

	2024	2023	Change
Revenue	$557,466	$497,019	+0.1%
Expenses	$314,278	$232,427	+0.4%
Net Income	$243,188	$264,592	-0.1%

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

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

$160,096

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALICIA B LEWIS	PRESIDENT	1.00	Officer Director	$0	$0	$0
BRAD POWELL	BOARD MEMBER	1.00	Director	$0	$0	$0
CLAIBORNE MORRIS	TREASURER	1.00	Officer Director	$0	$0	$0
PATTI CALLAHAN HENRY	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY JANE GILLUM	BOARD MEMBER	1.00	Director	$0	$0	$0
KITTY ROGERS BROWN	BOARD MEMBER	1.00	Director	$0	$0	$0
DEREK BELDEN	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY F SAMUELS	SECRETARY	1.00	Officer Director	$0	$0	$0
LAUREN HAYES	FRIENDS PRESIDENT	1.00	Officer Director	$0	$0	$0
GARY M LONDON	IMMEDIATE PAST PRESIDENT	1.00	Director	$0	$0	$0
J BRYAN BOUDREAUX	BOARD MEMBER	1.00	Director	$0	$0	$0
VICKI S DANIELS	BOARD MEMBER	1.00	Director	$0	$0	$0
JERA STRIBLING	BOARD MEMBER	1.00	Director	$0	$0	$0
CHERYL COLLAT	BOARD MEMBER	1.00	Director	$0	$0	$0
FRANK GALLOWAY JR	BOARD MEMBER	1.00	Director	$0	$0	$0
KURT HOPPER	BOARD MEMBER	1.00	Director	$0	$0	$0
JOEL KIMERLING	BOARD MEMBER	1.00	Director	$0	$0	$0
EMILY PRICE	BOARD MEMBER	1.00	Director	$0	$0	$0
TERRI LYNN WALLACE	BOARD MEMBER	1.00	Director	$0	$0	$0
LINDSY GARDNER	DIRECTOR	1.00	Officer	$0	$0	$160,096

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	$557,466	$314,278	$10,033,643	$243,188
2024	$497,019	$232,427	$9,006,984	$264,592
2023	$334,047	$182,323	$7,284,223	$151,724
2022	$342,173	$193,130	$6,377,019	$149,043
2021	$494,862	$153,089	$7,545,773	$341,773
2020	$746,548	$135,485	$6,130,715	$611,063
2019	$357,985	$137,268	$5,349,708	$220,717
2018	$301,928	$193,033	$5,178,675	$108,895

THE MOUNTAIN BROOK LIBRARY FOUNDATION