San Mateo Public Library Foundation

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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

1994

Legal Domicile

Principal Officer

Jeanne Back

Phone

6505589100

Tax Period

2023-07-01 to 2024-06-30

San Mateo Public Library Foundation, founded in 1994, is a small nonprofit that reported $338K in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $306K left a modest 9% surplus.

Mission

The San Mateo Public Library Foundation provides funding to bridge the gap between what city and state resources provide, and what our diverse community needs and expects from a 21st century community resource.

Program Service Accomplishments

Program 1

Expenses: $245,459

The San Mateo Public Library Foundation seeks private financial support from the community to ensure high-quality library services will always be available now and for future generations. Our...

The San Mateo Public Library Foundation seeks private financial support from the community to ensure high-quality library services will always be available now and for future generations. Our objectives are:- Raise funds for the purchase of library materials and expanded collections, support of children's services, adult literacy programs, biotech resource librarian and improved facilities.- Support educational and promotional activities developed by the San Mateo Public Library.- Support special projects at the request of the City Librarian including cultural events for the community.

Program 2

The San Mateo Public Library Foundation and the San Mateo Public Library work together in a strong partnership to determine where private support can have the greatest impact without supplanting the publics role in funding a vibrant library system. Foundation funding provides critical support for Library programs that strengthen education and early literacy, enrich personal learning and recreation, foster economic and workforce development, and enhance the image and identity of San Mateo and its surrounding neighborhoods.

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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 $284,603

Program Service Revenue $0

Investment Income $25,355

Other Revenue $27,974

TOTAL REVENUE $337,932

Expense Breakdown

Grants Paid $187,289

Salaries & Benefits $78,650

Fundraising Expenses $22,972

Program Expenses $245,459

Other Expenses $40,239

TOTAL EXPENSES $306,178

Year-over-Year Comparison

	2023	2022	Change
Revenue	$337,932	$287,823	+0.2%
Expenses	$306,178	$263,839	+0.2%
Net Income	$31,754	$23,984	+0.3%

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

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
Jeanne Back	Co-President	8.00	Officer Director	$0	$0	$0
Alexandra Gillen	Co-President	8.00	Officer Director	$0	$0	$0
Martha Nora	Secretary	2.00	Officer Director	$0	$0	$0
Sunil Pandya	Treasurer	2.00	Officer Director	$0	$0	$0
Chris Blom	Board Member	2.00	Director	$0	$0	$0
Marie Chuang	Board Member	2.00	Director	$0	$0	$0
Donna Divodi	Board Member	2.00	Director	$0	$0	$0
Diane Ervin	Board Member	2.00	Director	$0	$0	$0
Ann Girard	Board Member	2.00	Director	$0	$0	$0
Carol Lamson	Board Member	2.00	Director	$0	$0	$0
Armaity Patel	Board Member	2.00	Director	$0	$0	$0
Sarah Phelps	Board Member	2.00	Director	$0	$0	$0
Pablo Quintanilla	Board Member	2.00	Director	$0	$0	$0
Suzanne Simms	Board Member	2.00	Director	$0	$0	$0
Erin Sinclair	Board Member	2.00	Director	$0	$0	$0
Vicky Stein	Board Member	2.00	Director	$0	$0	$0
Renee Thierry-Jones	Board Member	2.00	Director	$0	$0	$0
Maple Zhang	Board Member	2.00	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	No data	No data	No data	No data
2024	$337,932	$306,178	$1,522,917	$31,754
2023	$287,823	$263,839	$1,286,181	$23,984
2022	$436,249	$299,759	$1,119,805	$136,490
2021	$660,580	$415,862	$1,237,195	$244,718
2020	$466,237	$569,075	$966,153	$-102,838
2019	$939,873	$269,423	$1,044,113	$670,450
2018	$682,290	$426,478	$401,718	$255,812