Friends of the Anaheim Public Library (EIN 956111937) - 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

1966

Legal Domicile

Phone

7145273254

Tax Period

2024-01-01 to 2024-12-31

Friends of the Anaheim Public Library, founded in 1966, is a small nonprofit that reported $307K in total revenue in fiscal year 2024. Revenue surged 152% from the prior year, signaling strong growth momentum. The organization ran a surplus of $82K, a strong 27% operating margin.

Mission

The mission of the Friends of the Anaheim Public Library is to establish closer relations between the Anaheim Public Library and the residents of the community, to promote the knowledge of the functions, resources, services, and needs of the library, to foster the development of cultural programs for the community centered in the library, and to enrich the library resources through funds derived from memberships, and to encourage gifts of collections of books and other publications, works of art, music, endowments, and bequests for public use and enjoyment.

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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 $289,759

Program Service Revenue $17,344

Investment Income $0

Other Revenue $0

TOTAL REVENUE $307,103

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $220,490

Other Expenses $225,523

TOTAL EXPENSES $225,523

Year-over-Year Comparison

	2024	2023	Change
Revenue	$307,103	$121,951	+1.5%
Expenses	$225,523	$28,064	+7.0%
Net Income	$81,580	$93,887	-0.1%

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

N/A

Employees

N/A

Volunteers

N/A

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
Bonne Stevens	Treasurer	10.00	Officer	$0	$0	$0
Nancy Carlberg	President	10.00	Officer	$0	$0	$0
Will Cote	Vice President	10.00	Officer	$0	$0	$0
Diane Sargent	Secretary	10.00	Officer	$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	$307,103	$225,523	$194,229	$81,580

Friends of the Anaheim Public Library