THE FRIENDS OF THE OAKLAND PUBLIC LIBRARY (EIN 942553734) - 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

1978

Legal Domicile

Principal Officer

SARA JEWELL

Phone

5104440473

Tax Period

2023-10-01 to 2024-09-30

THE FRIENDS OF THE OAKLAND PUBLIC LIBRARY, founded in 1978, is a small nonprofit that reported $527K in total revenue in fiscal year 2023. The organization ran a surplus of $89K, a strong 17% operating margin.

Mission

TO ADVANCE THE ROLE OF THE OAKLAND PUBLIC LIBRARY AS A VITAL COMMUNITY RESOURCE AND AS AN INSTITUTION CRITICAL TO THE CULTURE, EDUCATION AND WELFARE OF OUR DIVERSE 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 (2023)

Revenue Breakdown

Contributions & Grants $333,427

Program Service Revenue $0

Investment Income $15,378

Other Revenue $177,842

TOTAL REVENUE $526,647

Expense Breakdown

Grants Paid $260,364

Salaries & Benefits $66,231

Fundraising Expenses $0

Program Expenses $428,706

Other Expenses $111,535

TOTAL EXPENSES $438,130

Year-over-Year Comparison

	2023	2022	Change
Revenue	$526,647	$533,528	0.0%
Expenses	$438,130	$603,724	-0.3%
Net Income	$88,517	$-70,196	-2.3%

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

150

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
KATHRYN STERBENC	PRESIDENT	1.00	Officer Director	$0	$0	$0
YNEZ ARCE	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
SARA JEWELL	TREASURER	1.00	Officer Director	$0	$0	$0
MIFTA CHOWDHURY	ASS'T TREASU	1.00	Officer Director	$0	$0	$0
ANASTASIA YIP	SECRETARY TO	1.00	Officer Director	$0	$0	$0
ANIYA GRIMM	DIRECTOR	1.00	Director	$0	$0	$0
RONILE LAHTI	DIRECTOR	1.00	Director	$0	$0	$0
POONEH KOOHYAR	DIRECTOR	1.00	Director	$0	$0	$0
COREY HATCHER	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA PFIFFNER	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH FALKNER	DIRECTOR	1.00	Director	$0	$0	$0
ERICA DENNINGS	DIRECTOR	1.00	Director	$0	$0	$0
COLLEEN HAIKES	DIRECTOR	1.00	Director	$0	$0	$0
CORA TELLEZ	DIRECTOR	1.00	Director	$0	$0	$0
GLENN POPPE	DIRECTOR	1.00	Director	$0	$0	$0
ALEXIS JOSEPH MERRITT	DIRECTOR AO	1.00	Director	$0	$0	$0
DIANA KAW	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER CHAN	DIRECTOR TO	1.00	Director	$0	$0	$0
CHARU MEHRA	DIRECTOR TO	1.00	Director	$0	$0	$0
JULIE WALDMAN	DIRECTOR TO	1.00	Director	$0	$0	$0
STEPHEN COLE	DIRECTOR TO	1.00	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
2024	$526,647	$438,130	$1,445,274	$88,517
2023	$533,528	$603,724	$1,386,184	$-70,196
2022	$339,427	$313,310	$1,332,126	$26,117
2021	$313,162	$253,610	$1,045,117	$59,552
2020	$237,705	$40,742	$927,518	$196,963
2019	$226,438	$221,232	$835,740	$5,206

THE FRIENDS OF THE OAKLAND PUBLIC LIBRARY