South Burlington Library Foundation Inc (EIN 814777508) - 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

2019

Legal Domicile

Principal Officer

Jay Pasackow

Phone

8023910119

Tax Period

2021-07-01 to 2022-06-30

South Burlington Library Foundation Inc, founded in 2019, is a small nonprofit in the Community Improvement sector that reported $310K in total revenue in fiscal year 2021.

Mission

To receive and manage contributions exclusively for the benefit of the South Burlington Public 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 (2021)

Revenue Breakdown

Contributions & Grants $309,750

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $309,750

Expense Breakdown

Grants Paid $287,633

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $296,639

Other Expenses $13,428

TOTAL EXPENSES $301,061

Year-over-Year Comparison

	2021	2020	Change
Revenue	$309,750	N/A	N/A
Expenses	$301,061	N/A	N/A
Net Income	$8,689	$0	N/A

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

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
Lee T Freeman	Director	0.25	Director	$0	$0	$0
Donna Swartwout	Director	1.0	Director	$0	$0	$0
Stacey Pape	Director	1.0	Director	$0	$0	$0
Alicia Lamonda	Director	1.0	Director	$0	$0	$0
Lauren Ballard Hatch	Director	1.0	Director	$0	$0	$0
Margery Vagt	Director	1.0	Director	$0	$0	$0
Ted Lensk	Director	1.0	Director	$0	$0	$0
Rebecca Stazi	Director	1.0	Director	$0	$0	$0
Jay Pasackow	President	4.0	Officer	$0	$0	$0
Patrick Leduc	Treasurer	1.0	Officer	$0	$0	$0
MargretAnn Cross	Secretary	3.0	Officer	$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
2022	$309,750	$301,061	$221,192	$8,689

South Burlington Library Foundation Inc