SAN JOSE PUBLIC LIBRARY FOUNDATION (EIN 770142379) - 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

Formation Year

1987

Legal Domicile

Principal Officer

MERI MABEN

Phone

4088082174

Tax Period

2024-01-01 to 2024-12-31

SAN JOSE PUBLIC LIBRARY FOUNDATION, founded in 1987, is a community nonprofit in the Education sector that reported $6.0M in total revenue in fiscal year 2024. Expenses of $13.1M exceeded revenue, resulting in a 119% operating deficit.

Mission

THE SAN JOS PUBLIC LIBRARY FOUNDATION SUPPORTS EDUCATIONAL PROGRAMS AND RESOURCES TO CREATE AN EDUCATED, EQUITABLE, EMPOWERED, AND ENGAGED COMMUNITY.

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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 $5,423,521

Program Service Revenue $0

Investment Income $542,580

Other Revenue $0

TOTAL REVENUE $5,966,101

Expense Breakdown

Grants Paid $9,624,525

Salaries & Benefits $2,415,264

Fundraising Expenses $503,220

Program Expenses $11,634,114

Other Expenses $1,032,410

TOTAL EXPENSES $13,072,199

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,966,101	$6,175,965	0.0%
Expenses	$13,072,199	$6,485,194	+1.0%
Net Income	$-7,106,098	$-309,229	+22.0%

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

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

$216,355

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MERI MABEN	CHAIR	4.00	Officer Director	$0	$0	$0
LUPITA GARCIA-REILLEY	VICE CHAIR	2.00	Officer Director	$0	$0	$0
REBECCA LEE	SECRETARY	2.00	Officer Director	$0	$0	$0
STEPHANIE BIRONDO	TREASURER	2.00	Officer Director	$0	$0	$0
MARCO ALVAREZ	MEMBER	1.00	Director	$0	$0	$0
ROY EITAN	MEMBER	1.00	Director	$0	$0	$0
ERICA FENSOM	MEMBER	1.00	Director	$0	$0	$0
JENNIFER LEE	MEMBER	1.00	Director	$0	$0	$0
HITESH SHAH	MEMBER	1.00	Director	$0	$0	$0
DANNE MCLANE JR	MEMBER	1.00	Director	$0	$0	$0
ORIT KEINAN-NAHON	MEMBER	1.00	Director	$0	$0	$0
KIRSTEN SARGINGER	MEMBER	1.00	Director	$0	$0	$0
REBECCA TURNER	MEMBER	1.00	Director	$0	$0	$0
PATRICIA WOLFE	MEMBER	1.00	Director	$0	$0	$0
DONOGHUE CLARKE	MEMBER	1.00	Director	$0	$0	$0
JEAN COHEN	MEMBER	1.00	Director	$0	$0	$0
SUSAN TIEN	MEMBER	1.00	Director	$0	$0	$0
HITESH SHAH	MEMBER	1.00	Director	$0	$0	$0
DAWN COPPIN	CEO	40.00	Officer	$204,630	$11,725	$216,355
ELIZABETH CHITTY	HIGHLY COMP	40.00	Highest	$160,061	$1,454	$161,515
MONIQUE GARCIA	HIGHLY COMP	40.00	Highest	$112,125	$11,434	$123,559
JODIE PULLIAM	HIGHLY COMP	40.00	Highest	$117,493	$1,152	$118,645

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	$5,966,101	$13,072,199	$9,555,349	$-7,106,098
2023	$6,175,965	$6,485,194	$16,617,956	$-309,229
2022	$12,519,106	$5,635,102	$16,562,111	$6,884,004
2021	$7,329,963	$3,556,967	$11,266,259	$3,772,996
2020	$5,384,659	$2,930,665	$6,766,319	$2,453,994
2019	$2,778,092	$2,802,600	$4,335,982	$-24,508
2018	$4,060,003	$1,778,703	$3,454,265	$2,281,300

SAN JOSE PUBLIC LIBRARY FOUNDATION