The Friends of the Bancroft Library (EIN 946074598) - 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

1959

Legal Domicile

Principal Officer

Kate Donovan

Phone

5106423781

Tax Period

2024-07-01 to 2025-06-30

The Friends of the Bancroft Library, founded in 1959, is a small nonprofit that reported $417K in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum.

Mission

The purpose of the Friends of The Bancroft Library (the Corporation) is to promote and further the usefulness, growth, and interests of The Bancroft Library, University of California, Berkeley, California.

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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 $408,916

Program Service Revenue $0

Investment Income $6,892

Other Revenue $1,039

TOTAL REVENUE $416,847

Expense Breakdown

Grants Paid $40,000

Salaries & Benefits $0

Fundraising Expenses $41,095

Program Expenses $294,584

Other Expenses $370,343

TOTAL EXPENSES $410,343

Year-over-Year Comparison

	2024	2023	Change
Revenue	$416,847	$319,230	+0.3%
Expenses	$410,343	$434,668	-0.1%
Net Income	$6,504	$-115,438	-1.1%

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
Mary MacDonald	Board Chair	1.00	Officer Director	$0	$0	$0
Chase Reynolds Ewald	Vice-Chair	5.00	Officer Director	$0	$0	$0
Jodie Mathies	Treasurer	5.00	Officer Director	$0	$0	$0
Kate Donovan	Secretary	15.00	Officer Director	$0	$0	$0
Blaise Stone	Council Member	1.00	Director	$0	$0	$0
Eleanor Bigelow	Council Member	1.00	Director	$0	$0	$0
B Bradley Barber	Council Member	1.00	Director	$0	$0	$0
John Briscoe	Council Member	1.00	Director	$0	$0	$0
Theo Zaninovich	Council Member	1.00	Director	$0	$0	$0
Michael S Jeon	Council Member	1.00	Director	$0	$0	$0
Susan D Anderson	Council Member	1.00	Director	$0	$0	$0
David Y Lei	Council Member	1.00	Director	$0	$0	$0
Brian Van Camp	Council Member	1.00	Director	$0	$0	$0
Camilla Smith	Council Member	1.00	Director	$0	$0	$0
Marcia H Lusk	Council Member	1.00	Director	$0	$0	$0
Jenny Emerson	Council Member	1.00	Director	$0	$0	$0
Carol Kavanagh Clarke	Council Member	1.00	Director	$0	$0	$0
Lawrence Larry B Lusk	Council Member	1.00	Director	$0	$0	$0
Mike Fitzgerald	Council Member	1.00	Director	$0	$0	$0
Sophie Hahn	Council Member	1.00	Director	$0	$0	$0
Shelby Gans	Council Member	1.00	Director	$0	$0	$0
Eddy Starr Ancinas	Council Member	1.00	Director	$0	$0	$0
Sheila M Humphreys	Council Member	1.00	Director	$0	$0	$0
Judy Huret	Council Member	1.00	Director	$0	$0	$0
Carlos Bustamante	Council Member	1.00	Director	$0	$0	$0
Christine Hult-Lewis	Council Member	1.00	Director	$0	$0	$0
John Frederick Riedel	Council Member	1.00	Director	$0	$0	$0
Peter Frazier	Council Member	1.00	Director	$0	$0	$0
Richard Laiderman	Council Member	1.00	Director	$0	$0	$0
Peter Hanff	Council Member	1.00	Director	$0	$0	$0
Kim Bancroft	Council Member	1.00	Director	$0	$0	$0
Don Sarver	Council Member	1.00	Director	$0	$0	$0
Julia Flynn Siler Julie	Council Member	1.00	Director	$0	$0	$0
Courtney Peagler	Council Member	1.00	Director	$0	$0	$0
Charles G Stephenson	Council Member	1.00	Director	$0	$0	$0
Dick Beahrs	Council Member	1.00	Director	$0	$0	$0
Frederick Fred F Gregory	Council Member	1.00	Director	$0	$0	$0
Paul J Roesler	Council Member	1.00	Director	$0	$0	$0
Barry L Ruderman	Council Member	1.00	Director	$0	$0	$0
Tala M Banatao	Council Member	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
2025	$416,847	$410,343	$558,056	$6,504
2024	No data	No data	No data	No data
2023	$298,384	$246,691	$666,990	$51,693
2022	$374,397	$480,292	$615,297	$-105,895
2021	$261,768	$133,825	$721,192	$127,943
2019	$324,033	$261,580	$665,790	$62,453

The Friends of the Bancroft Library