THOMAS BALCH LIBRARY ENDOWMENT FOUNDATION (EIN 832849666) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2015

Legal Domicile

Principal Officer

THOMAS D HORNE

Phone

7037377196

Tax Period

2024-01-01 to 2024-12-31

THOMAS BALCH LIBRARY ENDOWMENT FOUNDATION, founded in 2015, is a small nonprofit in the Education sector that reported $102K in total revenue in fiscal year 2019. The organization ran a surplus of $62K, a strong 61% operating margin.

Mission

THE THOMAS BALCH LIBRARY ENDOWMENT FOUNDATION WAS ESTABLISHED IN 2015 TO RECEIVE, MAINTAIN, AND ADMINISTER ASSETS IN PERPETUITY TO SUPPORT PROGRAMS AND OUTREACH SERVICES OF THOMAS BALCH LIBRARY. MEETINGS ARE HELD AT THE THOMAS BALCH LIBRARY, AS NEEDED, ON THE THIRD TUESDAY OF ALTERNATING MONTHS AT NOON.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $5,564

Program Service Revenue $0

Investment Income $67,286

Other Revenue $0

TOTAL REVENUE $72,850

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,290

Other Expenses $23,522

TOTAL EXPENSES $23,522

Year-over-Year Comparison

	2024	2023	Change
Revenue	$72,850	$59,726	+0.2%
Expenses	$23,522	$48,602	-0.5%
Net Income	$49,328	$11,124	+3.4%

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
THOMAS D HORNE	PRESIDENT	0.50	Officer Director	$0	$0	$0
LAURA E CHRISTIANSEN	SECRETARY/TR	4.00	Officer Director	$0	$0	$0
JAMES H HERSHMAN JR	DIRECTOR	0.25	Director	$0	$0	$0
KEITH C TROXELL	DIRECTOR	0.25	Director	$0	$0	$0
RONALD A RUST	DIRECTOR	0.25	Director	$0	$0	$0
ALEXANDRA S GRESSITT	SECRETARY/TR	4.00	Officer 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	$72,850	$23,522	$1,371,777	$49,328
2023	$59,726	$48,602	$1,245,255	$11,124
2022	$64,810	$30,169	$1,104,717	$34,641
2021	$88,990	$17,751	$1,310,369	$71,239
2020	$107,814	$42,485	$1,019,991	$65,329
2019	$101,953	$39,523	$884,202	$62,430

THOMAS BALCH LIBRARY ENDOWMENT FOUNDATION