SOUTH HERO LIBRARY FOUNDATION INC (EIN 811209787) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2015

Legal Domicile

Principal Officer

MARTHA KISER

Phone

8023726209

Tax Period

2024-01-01 to 2024-12-31

SOUTH HERO LIBRARY FOUNDATION INC, founded in 2015, is a small nonprofit in the Education sector that reported $202K in total revenue in fiscal year 2024. Revenue surged 67% from the prior year, signaling strong growth momentum. The organization ran a surplus of $151K, a strong 75% operating margin.

Mission

TO RAISE FUNDS FOR AND DISTRIBUTE SAID FUNDS EXCLUSIVELY TO THE SOUTH HERO COMMUNITY LIBRARY, THE MUNICIPAL LIBRARY OF THE TOWN OF SOUTH HERO, VERMONT (ALSO KNOWN AS THE "WORTHEN LIBRARY").

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $162,125

Program Service Revenue $0

Investment Income $32,225

Other Revenue $7,617

TOTAL REVENUE $201,967

Expense Breakdown

Grants Paid $35,782

Salaries & Benefits $0

Fundraising Expenses $11,541

Program Expenses $36,763

Other Expenses $14,929

TOTAL EXPENSES $50,711

Year-over-Year Comparison

	2024	2023	Change
Revenue	$201,967	$120,781	+0.7%
Expenses	$50,711	$53,904	-0.1%
Net Income	$151,256	$66,877	+1.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEN KOWALEWITZ	PRESIDENT	3.00	Officer Director	$0	$0	$0
SANDY GREGG	SECRETARY	5.00	Officer Director	$0	$0	$0
MARTHA KISER	TREASURER	2.00	Officer Director	$0	$0	$0
KATHLEEN SWANSON	DIRECTOR	1.00	Director	$0	$0	$0
PETER ZAMORE	DIRECTOR	1.00	Director	$0	$0	$0
KEAGAN CALKINS	LIBRARY 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
2024	$201,967	$50,711	$898,805	$151,256
2023	$120,781	$53,904	$765,098	$66,877
2022	$186,543	$58,349	$593,165	$128,194
2021	$142,860	$41,324	$534,089	$101,536
2018	$1,448,631	$632,083	$1,257,682	$816,548

SOUTH HERO LIBRARY FOUNDATION INC