Jackson County Library Foundation (EIN 930854620) - 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

1993

Legal Domicile

Principal Officer

Viriginia Auer

Phone

5417746572

Tax Period

2024-07-01 to 2025-06-30

Jackson County Library Foundation, founded in 1993, is a small nonprofit in the Education sector that reported $515K in total revenue in fiscal year 2024. Revenue surged 72% from the prior year, signaling strong growth momentum. The organization ran a surplus of $279K, a strong 54% operating margin.

Mission

The mission of the Jackson County Library Foundation is to secure and steward resources that support and enhance Jackson County Library Services

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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 $456,406

Program Service Revenue $0

Investment Income $59,718

Other Revenue $-1,474

TOTAL REVENUE $514,650

Expense Breakdown

Grants Paid $141,928

Salaries & Benefits $0

Fundraising Expenses $48,052

Program Expenses $151,482

Other Expenses $94,220

TOTAL EXPENSES $236,148

Year-over-Year Comparison

	2024	2023	Change
Revenue	$514,650	$298,974	+0.7%
Expenses	$236,148	$185,746	+0.3%
Net Income	$278,502	$113,228	+1.5%

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

N/A

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
Sue Collins	Vice President	002.00	Officer Director	$0	$0	$0
Jeanett Marquez	Treasurer	002.00	Officer Director	$0	$0	$0
Nate Galvin	Secretary on leave	002.00	Officer Director	$0	$0	$0
Chloe Bostwick	Board Member	002.00	Director	$0	$0	$0
Patty Vanikiotis	Board Member	002.00	Director	$0	$0	$0
Meghann Walk	Board Member	002.00	Director	$0	$0	$0
Joann Cleckner	Board Member	002.00	Director	$0	$0	$0
Phil Meyer	President	002.00	Officer Director	$0	$0	$0
Alexandra Luther	Board Member	002.00	Director	$0	$0	$0
Lesley Klecan	Board Member	002.00	Director	$0	$0	$0
Jim Theen	Board Member	002.00	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	$514,650	$236,148	$2,230,762	$278,502
2024	$298,974	$185,746	$1,838,115	$113,228
2023	$154,002	$226,806	$1,612,025	$-72,804
2022	$143,440	$263,007	$1,610,941	$-119,567
2021	$66,029	$34,382	$1,811,622	$31,647
2020	$161,509	$89,907	$1,752,685	$71,602
2019	$407,326	$207,981	$1,617,508	$199,345
2018	$170,322	$281,292	$1,440,255	$-110,970

Jackson County Library Foundation