PIMA COUNTY LIBRARY FOUNDATION (EIN 861034492) - 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

1996

Legal Domicile

Principal Officer

KAREN WILLIAMS

Phone

5208819876

Tax Period

2024-07-01 to 2025-06-30

PIMA COUNTY LIBRARY FOUNDATION, founded in 1996, is a small nonprofit in the Education sector that reported $181K in total revenue in fiscal year 2024. Revenue surged 61% from the prior year, signaling strong growth momentum. The organization ran a surplus of $63K, a strong 35% operating margin.

Mission

THE MISSION OF THE PIMA COUNTY LIBRARY FOUNDATION IS TO RAISE ENDOWMENT AND PROGRAM FUNDS TO SUPPORT AND AUGMENT THE SERVICES OF THE PIMA COUNTY PUBLIC LIBRARY SYSTEM.

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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 $142,283

Program Service Revenue $0

Investment Income $38,945

Other Revenue $0

TOTAL REVENUE $181,228

Expense Breakdown

Grants Paid $26,000

Salaries & Benefits $60,326

Fundraising Expenses $6,662

Program Expenses $26,000

Other Expenses $31,990

TOTAL EXPENSES $118,316

Year-over-Year Comparison

	2024	2023	Change
Revenue	$181,228	$112,859	+0.6%
Expenses	$118,316	$155,870	-0.2%
Net Income	$62,912	$-43,011	-2.5%

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

$46,898

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANTHONY YOUNG	BOARD MEMBER	2.00	Director	$0	$0	$0
HEATHER GRIESHABER	BOARD MEMBER	2.00	Director	$0	$0	$0
JASON LAZAROW	PAST PRESIDENT	4.00	Officer Director	$0	$0	$0
KAREN WILLIAMS	PRESIDENT	2.00	Officer Director	$0	$0	$0
MARGARET HIGGINS	BOARD MEMBER	2.00	Director	$0	$0	$0
BRIAN EDNEY	PAST VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
AMBER MATHEWSON	EX-OFFICIO	2.00	Director	$0	$0	$0
PHILIP WHEELER	BOARD MEMBER	2.00	Director	$0	$0	$0
MELINDA GEE-MCDANIEL	BOARD MEMBER	2.00	Director	$0	$0	$0
DONNA CORBIN	VICE PRESIDENT	2.00	Director	$0	$0	$0
WENDY HEALY	BOARD MEMBER	2.00	Director	$0	$0	$0
MEME AGUILA	BOARD MEMBER	2.00	Director	$0	$0	$0
JIM BERGHS	BOARD MEMBER	2.00	Director	$0	$0	$0
HIRAM MARTINEZ	SECRETARY	2.00	Director	$0	$0	$0
PI POLLETTA	EXECUTIVE DIRECTOR	10.00	Officer	$25,231	$0	$25,231
THOMAS CASHMAN	PAST EXECUTIVE DIRECTOR	10.00	Officer	$21,667	$0	$21,667

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	$181,228	$118,316	$1,224,527	$62,912
2024	$112,859	$155,870	$1,079,896	$-43,011
2023	$108,956	$166,224	$1,062,700	$-57,268
2022	$82,489	$158,462	$1,064,928	$-75,973
2021	$531,901	$147,787	$1,276,295	$384,114
2020	$81,629	$155,238	$824,886	$-73,609
2019	$100,063	$205,844	$870,635	$-105,781
2018	$74,990	$138,287	$976,315	$-63,297

PIMA COUNTY LIBRARY FOUNDATION