THE LOS ALTOS LIBRARY ENDOWMENT (EIN 912100487) - 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

1998

Legal Domicile

Principal Officer

SURESH SHANMUGHAM

Phone

6509489054

Tax Period

2025-01-01 to 2025-12-31

THE LOS ALTOS LIBRARY ENDOWMENT, founded in 1998, is a small nonprofit in the Education sector that reported $292K in total revenue in fiscal year 2025. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $376K exceeded revenue, resulting in a 29% operating deficit.

Mission

THE LOS ALTOS LIBRARY ENDOWMENT IS DEDICATED TO STRENGTHENING THE LONG-TERM INFRASTRUCTURE OF OUR LOCAL LIBRARIES. OUR MISSION IS TO FUND TRANSFORMATIVE, ENDURING CAPITAL IMPROVEMENTS THAT ELEVATE THE LIBRARY EXPERIENCE FOR OUR COMMUNITY.

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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 (2025)

Revenue Breakdown

Contributions & Grants $20,011

Program Service Revenue $0

Investment Income $272,188

Other Revenue $0

TOTAL REVENUE $292,199

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $351,911

Other Expenses $376,311

TOTAL EXPENSES $376,311

Year-over-Year Comparison

	2025	2024	Change
Revenue	$292,199	$255,689	+0.1%
Expenses	$376,311	$306,663	+0.2%
Net Income	$-84,112	$-50,974	+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

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
NANCY BHAGAT	MEMBER	0.00	Director	$0	$0	$0
FREDDIE PARK WHEELER	PRESIDENT	0.00	Officer Director	$0	$0	$0
JASON MAY	SECRETARY	0.00	Officer Director	$0	$0	$0
CINDY HILL	MEMBER	0.00	Director	$0	$0	$0
NELVIN GEE	MEMBER	0.00	Director	$0	$0	$0
SURESH SHANMUGHAM	TREASURER	1.00	Officer Director	$0	$0	$0
SUZANNE AMBIEL	MEMBER	0.00	Director	$0	$0	$0
TIFFANY CHOU	MEMBER	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
2025	$292,199	$376,311	$9,220,045	$-84,112
2024	$255,689	$306,663	$8,690,907	$-50,974
2023	$883,176	$83,178	$7,504,606	$799,998
2022	$98,468	$176,888	$6,704,608	$-78,420
2021	$312,944	$101,649	$7,720,692	$211,295
2020	$207,941	$105,254	$6,735,798	$102,687
2020	$205,219	$46,535	$6,735,799	$158,684
2019	$247,931	$87,472	$6,280,037	$160,459
2018	$-349,713	$94,163	$5,300,155	$-443,876

THE LOS ALTOS LIBRARY ENDOWMENT