MEDFORD PUBLIC LIBRARY FOUNDATION INC (EIN 831522957) - 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

2018

Legal Domicile

Principal Officer

GILDA NOGUEIRA

Phone

7813957950

Tax Period

2023-07-01 to 2024-06-30

MEDFORD PUBLIC LIBRARY FOUNDATION INC, founded in 2018, is a small nonprofit in the Arts, Culture & Humanities sector that reported $119K in total revenue in fiscal year 2023. Revenue surged 59% from the prior year, signaling strong growth momentum. Expenses of $105K left a modest 12% surplus.

Mission

SOLICIT, MANAGE AND MONITOR PRIVATE FUNDS RAISED FOR THE BENEFIT OF THE MEDFORD 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 (2023)

Revenue Breakdown

Contributions & Grants $64,188

Program Service Revenue $0

Investment Income $55,014

Other Revenue $0

TOTAL REVENUE $119,202

Expense Breakdown

Grants Paid $46,308

Salaries & Benefits $0

Fundraising Expenses $40,460

Program Expenses $57,684

Other Expenses $59,014

TOTAL EXPENSES $105,322

Year-over-Year Comparison

	2023	2022	Change
Revenue	$119,202	$74,854	+0.6%
Expenses	$105,322	$205,041	-0.5%
Net Income	$13,880	$-130,187	-1.1%

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
BARRY SLOANE	PRESIDENT	1.00	Officer Director	$0	$0	$0
RICK CARAVIELLO	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
GILDA NOGUEIRA	TREASURER	1.00	Officer Director	$0	$0	$0
ROCCO DIRICO	CLERK	1.00	Officer Director	$0	$0	$0
DOMENIC CAMARRA	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA KERR	DIRECTOR	1.00	Director	$0	$0	$0
LEILANI GERMAIN	DIRECTOR	1.00	Director	$0	$0	$0
ELLEN TONELLO	DIRECTOR	1.00	Director	$0	$0	$0
NATALIE BREEN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID CHIA	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
2025	No data	No data	No data	No data
2024	$119,202	$105,322	$1,849,218	$13,880
2023	$74,854	$205,041	$1,808,946	$-130,187
2022	$674,874	$2,385,790	$1,995,382	$-1,710,916
2021	$4,091,622	$1,434,799	$3,659,175	$2,656,823
2020	$1,084,450	$112,496	$992,904	$971,954

MEDFORD PUBLIC LIBRARY FOUNDATION INC