LEWIS & CLARK 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

1978

Legal Domicile

Principal Officer

BRUCE WHITTENBERG

Phone

4064471690

Tax Period

2024-07-01 to 2025-06-30

LEWIS & CLARK LIBRARY FOUNDATION, founded in 1978, is a small nonprofit that reported $273K in total revenue in fiscal year 2024. Revenue fell 30% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $70K, a strong 26% operating margin.

Mission

THE LEWIS & CLARK LIBRARY FOUNDATION WORKS TO ENHANCE THE QUALITY OF PUBLIC LIBRARY SERVICES TO OUR COMMUNITY BY ENCOURAGING AND GENERATING PHILANTHROPIC GIFTS AND BEQUESTS, WITH ACCOUNTABILITY TO DONORS AND THE PUBLIC.

Program Service Accomplishments

Program 1

Expenses: $151,733

SUPPORTING THE MISSION OF THE LIBRARY, BY ASSISTING WITH THE PURCHASE OF BOOKS AND OTHER MATERIAL FOR CHECKOUT; NECESSARY EQUIPMENT; AND EXPLORING WAYS TO MAKE THE LIBRARY A BETTER AND MORE ROBUST...

SUPPORTING THE MISSION OF THE LIBRARY, BY ASSISTING WITH THE PURCHASE OF BOOKS AND OTHER MATERIAL FOR CHECKOUT; NECESSARY EQUIPMENT; AND EXPLORING WAYS TO MAKE THE LIBRARY A BETTER AND MORE ROBUST PUBLIC ENTITY. RECENT ACCOMPLISHMENTS INCLUDE ASSISTING THE LIBRARY WITH purchasing 4 book drops, 3 digital printers and a laser cutter

Program 2

Expenses: $24,142

THE FOUNDATION CONTINUES TO BE A MAJOR SPONSOR OF THE Community Read & AUTHOR, PUBLIC READING EVENTS and Community Outdoor movies.

Program 3

THE FOUNDATION ALSO MAKES OCCASIONAL CONTRIBUTIONS TO OTHER COMMUNITY NON-PROFITS. NO SUCH CONTRIBUTIONS WERE MADE DURING THE YEAR.

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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 $223,588

Program Service Revenue $0

Investment Income $49,220

Other Revenue $0

TOTAL REVENUE $272,808

Expense Breakdown

Grants Paid $151,733

Salaries & Benefits $15,348

Fundraising Expenses $2,183

Program Expenses $175,875

Other Expenses $35,477

TOTAL EXPENSES $202,558

Year-over-Year Comparison

	2024	2023	Change
Revenue	$272,808	$387,021	-0.3%
Expenses	$202,558	$182,624	+0.1%
Net Income	$70,250	$204,397	-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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAY SATRE	Director	2.00	Director	$0	$0	$0
GLENDA BRADSHAW	Director	2.00	Director	$0	$0	$0
VIRGINA REEVES	Director	2.00	Director	$0	$0	$0
V LEE HARRISON	Director	2.00	Director	$0	$0	$0
BRUCE HASWELL	Director	2.00	Director	$0	$0	$0
NIKKI DESROSIER	Director	2.00	Director	$0	$0	$0
MICHAEL HENRY	Director	2.00	Director	$0	$0	$0
BETHANY FLINT	Director	2.00	Director	$0	$0	$0
BRUCE WHITTENBERG	President	3.00	Officer Director	$0	$0	$0
PAD MCCRACKEN	Treasurer	3.00	Officer Director	$0	$0	$0
LORNA MILNE	Director	2.00	Director	$0	$0	$0
JOHN FINN	LIBRARY DIR/SEC	3.00	Officer Director	$0	$0	$0
BONNIE BOWLER	Director	2.00	Director	$0	$0	$0
NIKOLAS GRIFFITH	Vice President	2.00	Officer Director	$0	$0	$0
SUE JACKSON	Director	2.00	Director	$0	$0	$0
WENDY WHEELER	Director	2.00	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
2025	$272,808	$202,558	$1,535,789	$70,250
2024	$387,021	$182,624	$1,408,598	$204,397
2023	$179,583	$192,014	$1,128,749	$-12,431
2022	$365,736	$161,983	$1,075,062	$203,753
2021	$134,012	$179,716	$994,230	$-45,704
2019	$172,785	$146,303	$872,328	$26,482
2018	$123,012	$151,448	$816,835	$-28,436