ROXBURY LIBRARY FOUNDATION (EIN 871715943) - 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

2021

Legal Domicile

Principal Officer

KATHRYN DEFILLIPPO

Phone

9739277780

Tax Period

2024-01-01 to 2024-12-31

ROXBURY LIBRARY FOUNDATION, founded in 2021, is a small nonprofit in the Education sector that reported $112K in total revenue in fiscal year 2024. Revenue fell 65% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $111K, a strong 100% operating margin.

Mission

PROVIDED FINANCIAL SUPPORT FOR THE ROXBURY PUBLIC LIBRARY

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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 $22,907

Program Service Revenue $0

Investment Income $14,709

Other Revenue $74,067

TOTAL REVENUE $111,683

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $286

Other Expenses $286

TOTAL EXPENSES $286

Year-over-Year Comparison

	2024	2023	Change
Revenue	$111,683	$320,804	-0.7%
Expenses	$286	$93	+2.1%
Net Income	$111,397	$320,711	-0.7%

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

N/A

Employees

N/A

Volunteers

N/A

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
ROBERT DEFILLIPPO	PRESIDENT	5.00	Officer Director	$0	$0	$0
STEVE ALFORD	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
KATHRYN DEFILLIPPO	SECRETARY	5.00	Officer Director	$0	$0	$0
ALYSSA GREENBERG	TREASURER	5.00	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	$111,683	$286	$558,236	$111,397
2023	$320,804	$93	$446,839	$320,711

ROXBURY LIBRARY FOUNDATION