Josephine Community Library Foundation (EIN 943051415) - 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

1987

Legal Domicile

Principal Officer

Shad Shriver

Phone

5414760571

Tax Period

2024-07-01 to 2025-06-30

Josephine Community Library Foundation, founded in 1987, is a community nonprofit in the Education sector that reported $1.4M in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.0M, a strong 74% operating margin.

Mission

We foster a culture of giving to libraries in Josephine County to open minds to the past, present, and future.

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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 $1,206,579

Program Service Revenue $0

Investment Income $112,406

Other Revenue $81,709

TOTAL REVENUE $1,400,694

Expense Breakdown

Grants Paid $84,079

Salaries & Benefits $157,241

Fundraising Expenses $180,129

Program Expenses $118,399

Other Expenses $117,454

TOTAL EXPENSES $358,774

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,400,694	$1,296,023	+0.1%
Expenses	$358,774	$291,742	+0.2%
Net Income	$1,041,920	$1,004,281	+0.0%

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

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

$94,824

Total Directors

$105,767

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bill Kohn	Director	1.00	Director	$0	$0	$0
Dennis James	Director	1.00	Director	$0	$0	$0
Diane Hoover	Vice President	2.00	Officer Director	$0	$0	$0
Doug Walker	Director	1.00	Director	$0	$0	$0
Erin Davies	Bookkeeper	10.00	Director	$10,943	$0	$10,943
Judy Christensen	Director	1.00	Director	$0	$0	$0
Mark Stutzman	Director	1.00	Director	$0	$0	$0
Mary Walgrave	Secretary	2.00	Officer Director	$0	$0	$0
Nancy Lester	Director	1.00	Director	$0	$0	$0
Randall Richardson	Director	1.00	Director	$0	$0	$0
Rebecca Stolz	Executive Director	40.00	Officer Director	$85,950	$8,874	$94,824
Sara Katz	Director	1.00	Director	$0	$0	$0
Shad Shriver	President	2.00	Officer Director	$0	$0	$0
Steve Swearingen	Director	1.00	Director	$0	$0	$0
Susan Boigon	Director	1.00	Director	$0	$0	$0
Susan Cohen	Treasurer	2.00	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	$1,400,694	$358,774	$7,499,724	$1,041,920
2024	$1,296,023	$291,742	$6,365,896	$1,004,281
2023	$1,474,574	$285,239	$5,283,403	$1,189,335
2022	$1,925,068	$240,011	$4,046,886	$1,685,057
2021	$797,725	$220,585	$2,691,265	$577,140
2019	$281,536	$273,135	$1,787,353	$8,401
2018	$924,742	$116,400	$1,803,184	$808,342

Josephine Community Library Foundation