YUMA LIBRARY FOUNDATION (EIN 860899337) - 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

1997

Legal Domicile

Phone

9287835027

Tax Period

2024-01-01 to 2024-12-31

YUMA LIBRARY FOUNDATION, founded in 1997, is a small nonprofit in the Arts, Culture & Humanities sector that reported $173K in total revenue in fiscal year 2024. Revenue fell 45% from the prior year — a significant decline worth monitoring. Expenses of $167K left a modest 4% surplus.

Mission

TO SUPPORT THE YUMA COUNTY LIBRARY DISTRICT THROUGH FUND RAISING AND PUBLIC AWARENESS EFFORTS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $88,931

Program Service Revenue $0

Investment Income $71,040

Other Revenue $13,266

TOTAL REVENUE $173,237

Expense Breakdown

Grants Paid $47,000

Salaries & Benefits $75,765

Fundraising Expenses $0

Program Expenses $125,463

Other Expenses $44,020

TOTAL EXPENSES $166,785

Year-over-Year Comparison

	2024	2023	Change
Revenue	$173,237	$317,842	-0.5%
Expenses	$166,785	$232,619	-0.3%
Net Income	$6,452	$85,223	-0.9%

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GW STUART Jr	Director	2.46	Director	$0	$0	$0
Lenore Stuart	Chairman	2.62	Officer Director	$0	$0	$0
Thelma Lundy	Vice-Chairman	0.94	Officer Director	$0	$0	$0
Leona Neegan	Secretary	0.90	Officer Director	$0	$0	$0
Roni Miles	Director	0.13	Director	$0	$0	$0
Alicia E Franco	Director	0.06	Director	$0	$0	$0
Bruce Gwynn	Vice-Chairman	0.10	Director	$0	$0	$0
Pedro Osuna	Director	0.81	Director	$0	$0	$0
Lorraine Stofft	Director	0.23	Director	$0	$0	$0
Camille O'Neill	Treasurer	1.39	Officer Director	$0	$0	$0
Mike Foree	Director	0.00	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
2024	$173,237	$166,785	$2,407,224	$6,452
2023	$317,842	$232,619	$2,330,603	$85,223
2022	$31,972	$104,887	$2,224,399	$-72,915
2021	$184,145	$75,999	$2,729,484	$108,146
2020	$57,962	$60,306	$2,564,295	$-2,344
2019	$92,247	$89,967	$2,367,322	$2,280
2018	$54,437	$63,302	$2,140,035	$-8,865

YUMA LIBRARY FOUNDATION