MONTEREY PUBLIC LIBRARY FRIENDS & FOUNDATION

EIN: 911976593 501(c)(3) Education

Monterey, CA

Total Revenue
$162,129
Total Expenses
$130,653
Total Assets
$157,044
Net Assets
$157,044
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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
2020
Legal Domicile
CA
Phone
8316465602
Tax Period
2024-07-01 to 2025-06-30

MONTEREY PUBLIC LIBRARY FRIENDS & FOUNDATION, founded in 2020, is a small nonprofit in the Education sector that reported $162K in total revenue in fiscal year 2024. The organization ran a surplus of $31K, a strong 19% operating margin.

Mission

To raise money for the Monterey 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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $162,122
Program Service Revenue $0
Investment Income $7
Other Revenue $0
TOTAL REVENUE $162,129

Expense Breakdown

Grants Paid $117,867
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $130,653
Other Expenses $12,786
TOTAL EXPENSES $130,653

Year-over-Year Comparison

2024 2023 Change
Revenue $162,129 N/A N/A
Expenses $130,653 N/A N/A
Net Income $31,476 N/A N/A
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

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Governance

Voting Members
17
Independent Members
17
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
4
$0
Total Directors
4
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ALLIE LADIO PRESIDENT 15.00
Officer Director
$0 $0 $0
SUE MOORE VICE-PRESIDENT 10.00
Officer Director
$0 $0 $0
SHANNON CONNER RECORDING SECRETARY 4.00
Officer Director
$0 $0 $0
JERRY GIAMONA 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
2025 $162,129 $130,653 $157,044 $31,476
2024 $229,042 $150,469 $125,568 $78,573
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