Vista Grande Public Library (EIN 850460355) - 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

1999

Legal Domicile

Principal Officer

David C Weaver JR

Phone

8609855458

Tax Period

2023-07-01 to 2024-06-30

Vista Grande Public Library, founded in 1999, is a small nonprofit in the Education sector that reported $197K in total revenue in fiscal year 2023. Revenue surged 27% from the prior year, signaling strong growth momentum. Expenses of $173K left a modest 12% surplus.

Mission

Provide residents of the area with free and equal access to resources, materials, and services that encourage and support their educational, cultural, recreational, intellectual, and informational interests.

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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 $165,338

Program Service Revenue $24,386

Investment Income $668

Other Revenue $6,357

TOTAL REVENUE $196,749

Expense Breakdown

Grants Paid $0

Salaries & Benefits $95,363

Fundraising Expenses $20,741

Program Expenses $129,223

Other Expenses $77,394

TOTAL EXPENSES $172,757

Year-over-Year Comparison

	2023	2022	Change
Revenue	$196,749	$155,104	+0.3%
Expenses	$172,757	$177,017	0.0%
Net Income	$23,992	$-21,913	-2.1%

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

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

$59,891

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Julia Kelso	Library director	045.00	Key Emp Highest	$55,607	$4,284	$59,891
Jim Zebora	President	012.00	Officer Director	$0	$0	$0
Gemma Ball	Vice President	005.00	Officer Director	$0	$0	$0
David Weaver	Treasurer	015.00	Officer Director	$0	$0	$0
Kathleen Shiverdecker	Secretary	002.00	Officer Director	$0	$0	$0
Charles Abernethy	Director	002.00	Director	$0	$0	$0
James Caruso	Director	002.00	Director	$0	$0	$0
Joe Durlak	Director	002.00	Director	$0	$0	$0
Monica Emerich	Director	002.00	Director	$0	$0	$0
Keith Grover	Director	002.00	Director	$0	$0	$0
Nina Harrson	Director	002.00	Director	$0	$0	$0
Jody Price	Director	002.00	Director	$0	$0	$0
Kris Sefton	Director	002.00	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	$196,749	$172,757	$269,786	$23,992
2023	$155,104	$177,017	$246,159	$-21,913
2022	$215,875	$194,541	$268,547	$21,334
2021	$161,468	$151,954	$256,544	$9,514
2020	$202,439	$175,946	$248,007	$26,493
2019	$175,392	$175,719	$204,494	$-327
2018	$187,898	$164,593	$205,161	$23,305

Vista Grande Public Library