THE MOUNTAIN BROOK LIBRARY FOUNDATION (EIN 582094979) - 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

1993

Legal Domicile

Principal Officer

LINDSY GARDNER

Phone

2058790459

Tax Period

2023-10-01 to 2024-09-30

THE MOUNTAIN BROOK LIBRARY FOUNDATION, founded in 1993, is a small nonprofit in the Education sector that reported $302K in total revenue in fiscal year 2017. Revenue fell 62% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $109K, a strong 36% 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.

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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 (2023)

Revenue Breakdown

Contributions & Grants $303,500

Program Service Revenue $0

Investment Income $193,509

Other Revenue $10

TOTAL REVENUE $497,019

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $19,041

Program Expenses $94,581

Other Expenses $232,427

TOTAL EXPENSES $232,427

Year-over-Year Comparison

	2023	2022	Change
Revenue	$497,019	$334,047	+0.5%
Expenses	$232,427	$182,323	+0.3%
Net Income	$264,592	$151,724	+0.7%

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
ALICIA B LEWIS	TREASURER	1.00	Officer Director	$0	$0	$0
BRAD POWELL	BOARD MEMBER	1.00	Director	$0	$0	$0
CLAIBORNE MORRIS	BOARD MEMBER	1.00	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
SUSAN W DULIN	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARY F SAMUELS	BOARD MEMBER	1.00	Director	$0	$0	$0
EDWARD CASSADY III	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
LAUREN HAYES	FRIENDS PRESIDENT	1.00	Officer Director	$0	$0	$0
LINDSY GARDNER	DIRECTOR	1.00	Officer Director	$0	$0	$0
JULIA M GOYER	BOARD MEMBER	1.00	Director	$0	$0	$0
DA TYNES	BOARD MEMBER	1.00	Director	$0	$0	$0
GARY M LONDON	BOARD MEMBER	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
PATSY D DREHER	SECRETARY	1.00	Officer Director	$0	$0	$0
JERA STRIBLING	BOARD MEMBER	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
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