JAMESTOWN PHILOMENIAN LIBRARY FOUNDATION (EIN 814769485) - 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

2016

Legal Domicile

Principal Officer

PETER CARSON

Phone

4014237280

Tax Period

2023-01-01 to 2023-12-31

JAMESTOWN PHILOMENIAN LIBRARY FOUNDATION, founded in 2016, is a micro nonprofit that reported $47K in total revenue in fiscal year 2023. Revenue fell 90% from the prior year — a significant decline worth monitoring. Expenses of $1.8M exceeded revenue, resulting in a 3716% operating deficit.

Mission

THE FOUNDATION IS ORGANIZED TO SUPPORT AND PROMOTE THE JAMESTOWN PHILOMENIAN LIBRARY, INCLUDING BUT NOT LIMITED TO FUNDRAISING TO HELP SUPPORT OPERATIONAL AND CAPITAL NEEDS OF THE JAMESTOWN PHILOMENIAN LIBRARY.

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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 $33,881

Program Service Revenue $0

Investment Income $13,102

Other Revenue $0

TOTAL REVENUE $46,983

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,785,246

Other Expenses $1,792,964

TOTAL EXPENSES $1,792,964

Year-over-Year Comparison

	2023	2022	Change
Revenue	$46,983	$463,671	-0.9%
Expenses	$1,792,964	$150,645	+10.9%
Net Income	$-1,745,981	$313,026	-6.6%

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
PETER CARSON	PRESIDENT/DIRECTOR	1.00	Officer Director	$0	$0	$0
EDWARD BALDWIN	TREASURER/DIRECTOR	1.00	Officer Director	$0	$0	$0
EDWARD GROMADA	DIRECTOR	1.00	Director	$0	$0	$0
MARIANNE KIRBY	DIRECTOR	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
2023	$46,983	$1,792,964	No data	$-1,745,981
2022	$463,671	$150,645	$1,745,981	$313,026
2021	$111,839	$39,001	$1,432,955	$72,838
2020	$893,460	$95,867	$1,360,117	$797,593
2019	$500,600	$98,155	$573,957	$402,445

JAMESTOWN PHILOMENIAN LIBRARY FOUNDATION