Civic Intelligence

Windsor Library Association Agent for Treasurer

990 • Fiscal year 2024 • EIN 06-6026062

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 21, 2024

PO Box 673Windsor, CT 06095

(860) 688-4435

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

95th percentile

72%

Higher net margin than 95% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

77th percentile

19%

Faster asset growth than 77% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

52%

Faster revenue growth than 83% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,275,781

Up $202,028 (+19%) from 2023

Net Assets

Up

$1,275,781

Up $202,028 (+19%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$129,705

Up $44,554 (+52%) from 2023

Expenses

Up

$35,748

Up $2,346 (+7.0%) from 2023

Net Income

Up

$93,957

Up $42,208 (+82%) from 2023

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $551,268Liabilities 2011: $0Net Assets 2011: $551,2682011Assets 2012: $570,334Liabilities 2012: $0Net Assets 2012: $570,3342012Assets 2013: $614,875Liabilities 2013: $0Net Assets 2013: $614,8752013Assets 2014: $720,963Liabilities 2014: $0Net Assets 2014: $720,9632014Assets 2015: $729,250Liabilities 2015: $0Net Assets 2015: $729,2502015Assets 2016: $732,730Liabilities 2016: $0Net Assets 2016: $732,7302016Assets 2017: $807,124Liabilities 2017: $75Net Assets 2017: $807,0492017Assets 2018: $860,473Liabilities 2018: $0Net Assets 2018: $860,4732018Assets 2019: $910,407Liabilities 2019: $0Net Assets 2019: $910,4072019Assets 2020: $943,098Liabilities 2020: $0Net Assets 2020: $943,0982020Assets 2021: $1,209,663Liabilities 2021: $0Net Assets 2021: $1,209,6632021Assets 2022: $1,080,972Liabilities 2022: $1,656Net Assets 2022: $1,079,3162022Assets 2023: $1,073,753Liabilities 2023: $0Net Assets 2023: $1,073,7532023Assets 2024: $1,275,781Liabilities 2024: $0Net Assets 2024: $1,275,7812024Assets 2025: $1,475,386Liabilities 2025: $0Net Assets 2025: $1,475,3862025

Highlighted filing

2024

Assets$1,275,781
Liabilities$0
Net Assets$1,275,781

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $39,733Expenses 2011: $30,137Net Income 2011: $9,5962011Revenue 2012: $41,378Expenses 2012: $36,900Net Income 2012: $4,4782012Revenue 2013: $38,915Expenses 2013: $45,416Net Income 2013: -$6,5012013Revenue 2014: $51,834Expenses 2014: $35,754Net Income 2014: $16,0802014Revenue 2015: $48,674Expenses 2015: $39,072Net Income 2015: $9,6022015Revenue 2016: $45,066Expenses 2016: $37,525Net Income 2016: $7,5412016Revenue 2017: $64,162Expenses 2017: $50,097Net Income 2017: $14,0652017Revenue 2018: $56,453Expenses 2018: $34,180Net Income 2018: $22,2732018Revenue 2019: $55,039Expenses 2019: $41,457Net Income 2019: $13,5822019Revenue 2020: $56,281Expenses 2020: $42,316Net Income 2020: $13,9652020Revenue 2021: $90,150Expenses 2021: $40,948Net Income 2021: $49,2022021Revenue 2022: $80,013Expenses 2022: $33,646Net Income 2022: $46,3672022Revenue 2023: $85,151Expenses 2023: $33,402Net Income 2023: $51,7492023Revenue 2024: $129,705Expenses 2024: $35,748Net Income 2024: $93,9572024Revenue 2025: $475,207Expenses 2025: $44,682Net Income 2025: $430,5252025

Highlighted filing

2024

Revenue$129,705
Expenses$35,748
Net Income$93,957
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 21, 2024
Return Version
2023v5.1
Gross Receipts
$129,705
Mission and Program Overview

Mission

Foster community support and appreciation of the Windsor Public Library and enhance it as an educational and cultural resource

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,033,264$906,567▼ $126,697
Savings and Temporary Cash Investments$40,489$369,214▲ $328,725
Total Assets$1,073,753$1,275,781▲ $202,028
Liabilities
Accounts Payable and Accrued Expenses$0--
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,019,058$1,216,074▲ $197,016
Net Assets With Donor Restrictions$54,695$59,707▲ $5,012
Total Net Assets Fund Balance$1,073,753$1,275,781▲ $202,028
Total Liabilities and Net Assets / Fund Balance$1,073,753$1,275,781▲ $202,028

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$54,695-▲ $5,012-$59,707
2022$187,964-▼ $1,482$131,787$54,695
2021$219,954-▼ $31,990-$187,964
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kandecia AveryFundraising Co-Chair
Nicole JacksonFundraising Co-Chair
Steve EricksonInvestment Committee Chair
Susan Kirschner-RobinsonPast President
Mike ZagerPresident
Mark ReevesVice President
Mike LacoutureAssistant Treasurer
Darleen KlaseMember at Large
Jennifer DumontMember at Large
Jennifer OsowieckiMember at Large
Ron PaolilloMember at Large
Carolyn HoffmanSecretary
Shawna WoodardTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$99,760
Program Service Revenue
$0
Investment Income
$29,945
Other Revenue
$0
All Other Contributions
$99,760
Change in Net Assets
$93,957
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$35,748
Total Fundraising Expense$2,033
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$0$4,349$2,033$6,382
Insurance$945$0$0$945
Total Functional Expenses$29,366$4,349$2,033$35,748
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
No
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with 35% controlled entity
No
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
No
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
Filing and Contact Details

Filer

Filer Name
Windsor Library Association Inc
EIN
06-6026062
Phone
8606884435
Address
PO Box 673, Windsor, CT 06095

Signing Officer

Name
Michael Zager
Title
President
Phone
8606884435
Signed
2024-10-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Zager
Formed
1888
Legal Domicile
Ct
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
43

Preparer

Firm
ClarkHirth CPAs
Address
16 Spring Lane, Farmington, CT 06032
Preparer
William Clark CPA
Phone
8609044436
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The Treasurer reviews the 990 with the governing Board

Pt VI, Line 11B

before filing.

Pt VI, Line 12C

The Organization requires all Board members to annually

Pt VI, Line 12C

disclose any conflicts.

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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt035850
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0324366
IRS990ScheduleA/TotalSupportAmt0441300
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt054695
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt059707
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt05012
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0187964
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt054695
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1482
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0131787
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0219954
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0187964
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-31990
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Treasurer reviews the 990 with the governing Board
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Organization requires all Board members to annually
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3disclose any conflicts.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 12c
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CT
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01073753
IRS990/TotalAssetsEOYAmt01275781
IRS990/TotalAssetsGrp/BOYAmt01073753
IRS990/TotalAssetsGrp/EOYAmt01275781
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt099760
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt02033
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04349
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt029366
IRS990/TotalFunctionalExpensesGrp/TotalAmt035748
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01073753
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01275781
IRS990/TotalProgramServiceExpensesAmt029366
IRS990/TotalRevenueGrp/ExclusionAmt029945
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0129705
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt043
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01073753
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01275781
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0146 Giddings Ave
IRS990/USAddress/CityNm0Windsor
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006095
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0www.WLACT.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Michael Zager
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08606884435
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Windsor Library Association Inc
ReturnHeader/Filer/BusinessNameControlTxt0WIND
ReturnHeader/Filer/EIN0066026062
ReturnHeader/Filer/PhoneNum08606884435
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 673
ReturnHeader/Filer/USAddress/CityNm0Windsor
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006095
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0821494972
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ClarkHirth CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016 Spring Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Farmington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006032
ReturnHeader/PreparerPersonGrp/PhoneNum08609044436
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William Clark CPA
ReturnHeader/ReturnTs02024-10-21T11:18:36-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.48$0.04$0.43
2024Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.13$0.04$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.09$0.03$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.08$0.03$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.09$0.04$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.06$0.04$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.06$0.04$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.06$0.03$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.06$0.05$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.05$0.04$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.05$0.04$0.01
2014Summary only. Only limited summary data is available for this year.$0.72$0.00$0.72$0.05$0.04$0.02
2013Summary only. Only limited summary data is available for this year.$0.61$0.00$0.61$0.04$0.05$0.01
2012Summary only. Only limited summary data is available for this year.$0.57$0.00$0.57$0.04$0.04$0.00
2011Summary only. Only limited summary data is available for this year.$0.55$0.00$0.55$0.04$0.03$0.01