OJAI VALLEY LIBRARY FRIENDS & FOUND C/O ELIZABETH BEATY (EIN 770415301) - 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

1995

Legal Domicile

Principal Officer

ELIZABETH BEATY

Phone

8056402850

Tax Period

2023-01-01 to 2023-12-31

OJAI VALLEY LIBRARY FRIENDS & FOUND C/O ELIZABETH BEATY, founded in 1995, is a micro nonprofit in the Education sector that reported $76K in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $16K, a strong 21% operating margin.

Mission

LIBRARY SERVICES ENCHANCEMENT

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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 $21,553

Program Service Revenue $0

Investment Income $4,810

Other Revenue $49,154

TOTAL REVENUE $75,517

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,137

Program Expenses $51,507

Other Expenses $59,502

TOTAL EXPENSES $59,502

Year-over-Year Comparison

	2023	2022	Change
Revenue	$75,517	$63,694	+0.2%
Expenses	$59,502	$73,245	-0.2%
Net Income	$16,015	$-9,551	-2.7%

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

N/A

Independent Members

N/A

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
JON LAMBERT	BOARD MEMEBER	5.00	Director	$0	$0	$0
ALAN SALTZMAN	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
FRED ROTHENBERG	TREASURER	5.00	Officer Director	$0	$0	$0
KRIS HUMPHRIES	SECRETARY	5.00	Officer Director	$0	$0	$0
LIZ BEATY	BOARD MEMEBER	5.00	Director	$0	$0	$0
SUSAN BEE	BOARD MEMEBER	5.00	Director	$0	$0	$0
CAMILLE HOLLY	BOARD MEMEBER	5.00	Director	$0	$0	$0
JUDY OBERLANDER	PRESIDENT	5.00	Officer Director	$0	$0	$0
LISA BRAITHWAITE	BOARD MEMEBER	5.00	Director	$0	$0	$0
CAROL SMITH	BOARD MEMEBER	5.00	Director	$0	$0	$0
ART VANDER	BOARD MEMEBER	5.00	Director	$0	$0	$0
KARA HOOPER	BOARD MEMEBER	5.00	Director	$0	$0	$0
CATHERINE MCKINNIS	BOARD MEMEBER	5.00	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	No data	No data	No data	No data
2023	$75,517	$59,502	$1,064,723	$16,015
2022	$63,694	$73,245	$1,038,352	$-9,551
2021	$62,882	$29,608	$1,047,903	$33,274
2020	$52,745	$36,770	$1,014,629	$15,975
2019	$59,396	$52,475	$998,654	$6,921
2018	$60,359	$55,024	$991,733	$5,335

OJAI VALLEY LIBRARY FRIENDS & FOUND C/O ELIZABETH BEATY