Civic Intelligence

Aldrich Public Library

990 • Fiscal year 2019 • EIN 03-0179303

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 19, 2019

Organization ProfileWWW.ALDRICHPUBLICLIBRARY.ORG

Refreshing map…

6 Washington StreetBarre, VT 05641

(802) 476-7550

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

38th percentile

0.03x

Higher debt load relative to assets than 38% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

63rd percentile

0.17x

Higher debt load relative to revenue than 63% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

82nd percentile

27%

Higher net margin than 82% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

40th percentile

$29,952

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

66th percentile

9.7%

Faster asset growth than 66% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

78th percentile

25%

Faster revenue growth than 78% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$4,564,975

Up $403,919 (+9.7%) from 2018

Net Assets

Up

$4,419,620

Up $305,395 (+7.4%) from 2018

Liabilities

Up

$145,355

Up $98,524 (+210%) from 2018

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin82nd percentile

Revenue

Up

$851,442

Up $168,769 (+25%) from 2018

Expenses

Down

$623,570

Down $42,260 (-6.3%) from 2018

Net Income

Up

$227,872

Up $211,029 (+1253%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $3,860,416Liabilities 2012: $20,828Net Assets 2012: $3,839,5882012Assets 2013: $3,973,615Liabilities 2013: $12,350Net Assets 2013: $3,961,2652013Assets 2014: $4,125,593Liabilities 2014: $20,610Net Assets 2014: $4,104,9832014Assets 2015: $3,988,338Liabilities 2015: $22,730Net Assets 2015: $3,965,6082015Assets 2016: $3,969,587Liabilities 2016: $20,407Net Assets 2016: $3,949,1802016Assets 2017: $4,062,756Liabilities 2017: $31,122Net Assets 2017: $4,031,6342017Assets 2018: $4,161,056Liabilities 2018: $46,831Net Assets 2018: $4,114,2252018Assets 2019: $4,564,975Liabilities 2019: $145,355Net Assets 2019: $4,419,6202019Assets 2020: $4,508,884Liabilities 2020: $144,396Net Assets 2020: $4,364,4882020Assets 2021: $5,915,101Liabilities 2021: $145,665Net Assets 2021: $5,769,4362021Assets 2022: $6,386,946Liabilities 2022: $78,540Net Assets 2022: $6,308,4062022Assets 2023: $7,340,324Liabilities 2023: $114,302Net Assets 2023: $7,226,0222023Assets 2024: $7,793,066Liabilities 2024: $57,942Net Assets 2024: $7,735,1242024

Highlighted filing

2019

Assets$4,564,975
Liabilities$145,355
Net Assets$4,419,620
Open 2019 Filing

Operations Trend

Revenue Growth78th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0MExpenses 2012: $492,5072012Revenue 2013: $463,488Expenses 2013: $497,326Net Income 2013: -$33,8382013Revenue 2014: $476,143Expenses 2014: $544,419Net Income 2014: -$68,2762014Revenue 2015: $461,880Expenses 2015: $571,535Net Income 2015: -$109,6552015Revenue 2016: $596,571Expenses 2016: $587,795Net Income 2016: $8,7762016Revenue 2017: $653,790Expenses 2017: $644,781Net Income 2017: $9,0092017Revenue 2018: $682,673Expenses 2018: $665,830Net Income 2018: $16,8432018Revenue 2019: $851,442Expenses 2019: $623,570Net Income 2019: $227,8722019Revenue 2020: $680,127Expenses 2020: $620,360Net Income 2020: $59,7672020Revenue 2021: $1,595,998Expenses 2021: $613,078Net Income 2021: $982,9202021Revenue 2022: $1,920,573Expenses 2022: $697,765Net Income 2022: $1,222,8082022Revenue 2023: $1,447,227Expenses 2023: $783,787Net Income 2023: $663,4402023Revenue 2024: $844,263Expenses 2024: $805,908Net Income 2024: $38,3552024

Highlighted filing

2019

Revenue$851,442
Expenses$623,570
Net Income$227,872
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 19, 2019
Return Version
2018v3.1
Gross Receipts
$950,007
Mission and Program Overview

Mission

The aldrich public library inspires the joy of reading, promotes lifelong learning, and strengthens community. The library serves the residents of barre city and barre town and welcomes all others.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,157,765$2,343,643▲ $185,878
Land, Buildings, and Equipment, Net$1,856,323$1,996,593▲ $140,270
Cash and Non-Interest-Bearing Accounts$90,333$185,908▲ $95,575
Accounts Receivable$27,949--
Prepaid Expenses and Deferred Charges$3,661$13,805▲ $10,144
Savings and Temporary Cash Investments$25$26▲ $1
Total Assets$4,161,056$4,564,975▲ $403,919
Other Assets Total$25,000$25,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$46,831$145,355▲ $98,524
Total Liabilities$46,831$145,355▲ $98,524
Net Assets / Fund Balance
Unrestricted Net Assets$3,829,019$4,161,667▲ $332,648
Permanently Rstr Net Assets$244,000$244,000→ $0
Temporarily Rstr Net Assets$41,206$13,953▼ $27,253
Total Net Assets Fund Balance$4,114,225$4,419,620▲ $305,395
Total Liabilities and Net Assets / Fund Balance$4,161,056$4,564,975▲ $403,919

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$1,965,848$452,861$2,418,709
Buildings$8,550$59,750$68,300
Equipment$14,795$44,601$59,396
Land$7,400-$7,400

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$726,202$148,560▲ $70,359$20,000$918,213
2017$229,000$15,000▲ $8,443$6,959$244,000
2016$229,000$3,515▲ $13,509$15,472$229,000
2015$229,000$4,042▲ $2,577$5,171$229,000
2014$229,000$2,838▲ $1,929$3,296$229,000
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sarah CostaPast DirectoFT$29,365$587$29,952
Loren PolkDirectorFT$29,027$580$29,607

Board Members and Trustees

NameTitle
Nancy PopePresident
Lisa LiottaTrustee
Rachel RudiTrustee
Teddy WaszazakLiason
Tom WhiteLiason
Mike SmithTreasurer
Robert SpringVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$805,194
Program Service Revenue
$6,253
Investment Income
$39,495
Other Revenue
$500
All Other Contributions
$419,194
Change in Net Assets
$227,872
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$405,225
Other Expenses$218,345
Total Fundraising Expense$26,812
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$226,817$58,932$2,562$288,311
Occupancy$42,683$14,817$2,583$60,083
Current Officers, Directors, Trustees, and Key Employees$14,860$27,021$12,159$54,040
Depreciation Depletion$21,838$7,580$1,322$30,740
Other Employee Benefits$20,838$7,234$1,261$29,333
Payroll Taxes$19,697$4,777$1,100$25,574
Fees for Services Other$14,965$5,195$906$21,066
Fees for Services Accounting$11,852$4,114$717$16,683
Office Expenses$8,416$2,922$509$11,847
Information Technology$6,199$2,152$375$8,726
Pension Plan Contributions$5,660$1,964$343$7,967
Insurance$4,772$1,657$289$6,718
Advertising$1,350$468$82$1,900
Other Expenses$1,147$398$69$1,614
All Other Expenses$501$173$31$705
Total Functional Expenses$442,986$153,772$26,812$623,570
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Prior to placing their signatures on page one, form 990 is reviewed by the preparer and by the organization's administrator, then a report is presented to finance committee for approval.”

Form 990, Page 6, Part VI, Line 12C

“Management asks all new board members to read conflict of interest policy, sign and date it, and disclose any conflicts. The board will institute an update of the conflict of interest policy sign-off and disclosure for all board members annually when officers are appointed to the board.”

Form 990, Page 6, Part VI, Line 15A

“Compensation levels are approved at a board of trustees meeting each year for the executive director. The organization's payroll is processed by the city of barre, vt. Library employees are issued paychecks and w-2's under the city's employer id number (ein number). The libary reimburses the city of barre for all payroll and payroll-related expenses. The library employees are a collective bargaining unit under the united steelworkers local 4. The union negotiates a contract every 3 years with the aldrich public library board of trustees and compensation for the library employees (except the executive director) is determined by contract.”

Form 990, Page 6, Part VI, Line 19

“The organization's governing documents, policies, and financial statements are available for review by the general public at the organization's office or may be requested by mail at the address shown on page one of form 990. (a fee may be incurred for postage and handling).”

Filing and Contact Details

Filer

Filer Name
Aldrich Public Library
EIN
03-0179303
Phone
8024767550
Address
6 WASHINGTON STREET, BARRE, VT 05641

Signing Officer

Name
Loren Polk
Title
Director
Phone
8024767550
Signed
2019-11-19

Organization Details

Principal Officer
Loren Polk
Formed
1898
Legal Domicile
Vt
Voting Board Members
7
Independent Board Members
7
Employees
20

Preparer

Firm
Osterman Sancibrian & Burke Pc
Address
192 S MAIN ST, BARRE, VT 05641-4811
Preparer
Debra Burke
Phone
8024769698
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“Part v column a - beginning of year balance has been increased by 482,202 to 726,202 in order to include the balances of the quasi-endowment and time and purpose restricted funds. The quasi endowment (660,260) is designated for renovations to the library, equipment, operating programs, book purchases, and general operating budget. The time and purpose restricted funds are restricted as follows: pickwick statue maintenance 5,297; locke writing contest 1,190, and preserving the building and collections 7,466 for a total of 13,953.”

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PART V COLUMN A - BEGINNING OF YEAR BALANCE HAS BEEN INCREASED BY 482,202 TO 726,202 IN ORDER TO INCLUDE THE BALANCES OF THE QUASI-ENDOWMENT AND TIME AND PURPOSE RESTRICTED FUNDS. THE QUASI ENDOWMENT (660,260) IS DESIGNATED FOR RENOVATIONS TO THE LIBRARY, EQUIPMENT, OPERATING PROGRAMS, BOOK PURCHASES, AND GENERAL OPERATING BUDGET. THE TIME AND PURPOSE RESTRICTED FUNDS ARE RESTRICTED AS FOLLOWS: PICKWICK STATUE MAINTENANCE 5,297; LOCKE WRITING CONTEST 1,190, AND PRESERVING THE BUILDING AND COLLECTIONS 7,466 FOR A TOTAL OF 13,953.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRIOR TO PLACING THEIR SIGNATURES ON PAGE ONE, FORM 990 IS REVIEWED BY THE PREPARER AND BY THE ORGANIZATION'S ADMINISTRATOR, THEN A REPORT IS PRESENTED TO FINANCE COMMITTEE FOR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MANAGEMENT ASKS ALL NEW BOARD MEMBERS TO READ CONFLICT OF INTEREST POLICY, SIGN AND DATE IT, AND DISCLOSE ANY CONFLICTS. THE BOARD WILL INSTITUTE AN UPDATE OF THE CONFLICT OF INTEREST POLICY SIGN-OFF AND DISCLOSURE FOR ALL BOARD MEMBERS ANNUALLY WHEN OFFICERS ARE APPOINTED TO THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION LEVELS ARE APPROVED AT A BOARD OF TRUSTEES MEETING EACH YEAR FOR THE EXECUTIVE DIRECTOR. THE ORGANIZATION'S PAYROLL IS PROCESSED BY THE CITY OF BARRE, VT. LIBRARY EMPLOYEES ARE ISSUED PAYCHECKS AND W-2'S UNDER THE CITY'S EMPLOYER ID NUMBER (EIN NUMBER). THE LIBARY REIMBURSES THE CITY OF BARRE FOR ALL PAYROLL AND PAYROLL-RELATED EXPENSES. THE LIBRARY EMPLOYEES ARE A COLLECTIVE BARGAINING UNIT UNDER THE UNITED STEELWORKERS LOCAL 4. THE UNION NEGOTIATES A CONTRACT EVERY 3 YEARS WITH THE ALDRICH PUBLIC LIBRARY BOARD OF TRUSTEES AND COMPENSATION FOR THE LIBRARY EMPLOYEES (EXCEPT THE EXECUTIVE DIRECTOR) IS DETERMINED BY CONTRACT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR REVIEW BY THE GENERAL PUBLIC AT THE ORGANIZATION'S OFFICE OR MAY BE REQUESTED BY MAIL AT THE ADDRESS SHOWN ON PAGE ONE OF FORM 990. (A FEE MAY BE INCURRED FOR POSTAGE AND HANDLING).
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,564,975
Liabilities
$145,355
Net assets
$4,419,620
Revenue
$851,442
Expenses
$623,570
Net income
$227,872
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.79$0.06$7.74$0.84$0.81$0.04
2023Detailed filing. Detailed filing data is available for this year.$7.34$0.11$7.23$1.45$0.78$0.66
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.39$0.08$6.31$1.92$0.70$1.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.92$0.15$5.77$1.60$0.61$0.98
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$4.51$0.14$4.36$0.68$0.62$0.06
2019Detailed filing. Detailed filing data is available for this year.$4.56$0.15$4.42$0.85$0.62$0.23
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.16$0.05$4.11$0.68$0.67$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.06$0.03$4.03$0.65$0.64$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.97$0.02$3.95$0.60$0.59$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.99$0.02$3.97$0.46$0.57$0.11
2014Detailed filing. Detailed filing data is available for this year.$4.13$0.02$4.10$0.48$0.54$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.97$0.01$3.96$0.46$0.50$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.86$0.02$3.84$0.49