PHOENIX PUBLIC LIBRARY FOUNDATION (EIN 860835463) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1996

Legal Domicile

Principal Officer

KELLY BUSHONG

Phone

4805709023

Tax Period

2024-07-01 to 2025-06-30

PHOENIX PUBLIC LIBRARY FOUNDATION, founded in 1996, is a small nonprofit in the Education sector that reported $681K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $617K left a modest 9% surplus.

Mission

THE PHOENIX PUBLIC LIBRARY FOUNDATION SECURES FUNDING TO SUPPORT LITERACY, EDUCATION, AND LIFELONG LEARNING PROGRAMS AT THE PHOENIX PUBLIC LIBRARY, ENSURING ACCESS TO RESOURCES FOR CHILDREN, FAMILIES, AND LEARNERS OF ALL AGES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $642,498

Program Service Revenue $0

Investment Income $24,946

Other Revenue $13,982

TOTAL REVENUE $681,426

Expense Breakdown

Grants Paid $0

Salaries & Benefits $192,460

Fundraising Expenses $0

Program Expenses $534,554

Other Expenses $424,761

TOTAL EXPENSES $617,221

Year-over-Year Comparison

	2024	2023	Change
Revenue	$681,426	$600,124	+0.1%
Expenses	$617,221	$439,865	+0.4%
Net Income	$64,205	$160,259	-0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$165,605

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER HOLSMAN TETREAULT	CHAIR	1.00	Officer Director	$0	$0	$0
REGINA EDWARDS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
DAVID HOWELL	TREASURER	1.00	Officer Director	$0	$0	$0
ROGER BOND CHOQUETTE	SECRETARY	1.00	Officer Director	$0	$0	$0
DOUG ALLSWORTH	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM FURNISH	DIRECTOR	1.00	Director	$0	$0	$0
MITCH MENCHACA	DIRECTOR	1.00	Director	$0	$0	$0
JACQUELINE PALMENBERG	DIRECTOR	1.00	Director	$0	$0	$0
AMY PATEL	DIRECTOR	1.00	Director	$0	$0	$0
JOHN RUSSO	DIRECTOR	1.00	Director	$0	$0	$0
ZACHARY SCHROEDER	DIRECTOR	1.00	Director	$0	$0	$0
KEITH VIGRAHAM	DIRECTOR	1.00	Director	$0	$0	$0
KELLY BUSHONG	PRESIDENT & EXECUTIVE DIRECTOR	40.00	Officer	$165,605	$0	$165,605

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	$681,426	$617,221	$1,013,419	$64,205
2024	$600,124	$439,865	$938,898	$160,259
2023	$598,992	$760,749	$801,005	$-161,757
2022	$565,142	$474,719	$919,417	$90,423
2021	$1,081,651	$504,150	$810,320	$577,501
2020	$224,192	$372,481	$244,242	$-148,289
2019	$390,218	$282,626	$371,865	$107,592
2018	$104,503	$696,250	$270,141	$-591,747

PHOENIX PUBLIC LIBRARY FOUNDATION