Civic Intelligence

Phillips Free Library

990 • Fiscal year 2019 • EIN 15-0532226

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 02, 2020

Organization ProfileWWW.PHILLIPSFREELIBRARY.ORG
PO Box 7Homer, NY 13077

(607) 749-4616

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2019 filings • NTEE B • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

27th percentile

0.01x

Higher debt load relative to revenue than 27% of similar nonprofits.

2019 filings • NTEE B • $1M-$5M nonprofits • Source year 2019

Net Margin

33rd percentile

-0.2%

Higher net margin than 33% of similar nonprofits.

2019 filings • NTEE B • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2019 filings • NTEE B • $1M-$5M nonprofits • Source year 2019

Asset Growth

44th percentile

2.6%

Faster asset growth than 44% of similar nonprofits.

2019 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

70th percentile

14%

Faster revenue growth than 70% of similar nonprofits.

2019 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$2,137,322

Up $53,377 (+2.6%) from 2018

Net Assets

Up

$2,134,813

Up $63,709 (+3.1%) from 2018

Liabilities

Down

$2,509

Down $10,332 (-80%) from 2018

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin33rd percentile

Revenue

Up

$260,735

Up $32,437 (+14%) from 2018

Expenses

Up

$261,347

Up $14,180 (+5.7%) from 2018

Net Income

Up

-$612

Up $18,257 (+97%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $1,704,330Liabilities 2010: $1,632Net Assets 2010: $1,702,6982010Assets 2011: $1,774,489Liabilities 2011: $1,443Net Assets 2011: $1,773,0462011Assets 2012: $1,837,077Liabilities 2012: $3,790Net Assets 2012: $1,833,2872012Assets 2013: $1,873,197Liabilities 2013: $3,042Net Assets 2013: $1,870,1552013Assets 2014: $1,946,019Liabilities 2014: $5,250Net Assets 2014: $1,940,7692014Assets 2015: $1,899,756Liabilities 2015: $5,091Net Assets 2015: $1,894,6652015Assets 2016: $1,786,014Liabilities 2016: $4,359Net Assets 2016: $1,781,6552016Assets 2017: $1,951,927Liabilities 2017: $3,242Net Assets 2017: $1,948,6852017Assets 2018: $2,083,945Liabilities 2018: $12,841Net Assets 2018: $2,071,1042018Assets 2019: $2,137,322Liabilities 2019: $2,509Net Assets 2019: $2,134,8132019Assets 2020: $2,574,351Liabilities 2020: $2,950Net Assets 2020: $2,571,4012020Assets 2021: $3,251,202Liabilities 2021: $0Net Assets 2021: $3,251,2022021Assets 2022: $3,135,086Liabilities 2022: $325Net Assets 2022: $3,134,7612022Assets 2023: $3,802,460Liabilities 2023: $2,516Net Assets 2023: $3,799,9442023Assets 2024: $4,086,755Liabilities 2024: $3,825Net Assets 2024: $4,082,9302024

Highlighted filing

2019

Assets$2,137,322
Liabilities$2,509
Net Assets$2,134,813
Open 2019 Filing

Operations Trend

Revenue Growth70th percentile

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

$400K$300K$200K$100K$0-$100KExpenses 2010: $176,1812010Expenses 2011: $193,3412011Expenses 2012: $208,5022012Revenue 2013: $228,174Expenses 2013: $216,921Net Income 2013: $11,2532013Revenue 2014: $210,840Expenses 2014: $249,921Net Income 2014: -$39,0812014Revenue 2015: $69,586Expenses 2015: $118,961Net Income 2015: -$49,3752015Revenue 2016: $213,928Expenses 2016: $253,641Net Income 2016: -$39,7132016Revenue 2017: $229,864Expenses 2017: $232,890Net Income 2017: -$3,0262017Revenue 2018: $228,298Expenses 2018: $247,167Net Income 2018: -$18,8692018Revenue 2019: $260,735Expenses 2019: $261,347Net Income 2019: -$6122019Revenue 2020: $262,193Expenses 2020: $287,459Net Income 2020: -$25,2662020Revenue 2021: $252,971Expenses 2021: $258,747Net Income 2021: -$5,7762021Revenue 2022: $254,921Expenses 2022: $289,801Net Income 2022: -$34,8802022Revenue 2023: $265,444Expenses 2023: $323,017Net Income 2023: -$57,5732023Revenue 2024: $270,085Expenses 2024: $280,469Net Income 2024: -$10,3842024

Highlighted filing

2019

Revenue$260,735
Expenses$261,347
Net Income-$612
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 2, 2020
Return Version
2018v3.1
Gross Receipts
$271,844
Mission and Program Overview

Mission

The lending of reading materials and other items included in the finger lakes public library system which services the literacy needs of the homer new york area

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$941,171$1,011,237▲ $70,066
Land, Buildings, and Equipment, Net$970,017$936,383▼ $33,634
Savings and Temporary Cash Investments$161,612$174,213▲ $12,601
Cash and Non-Interest-Bearing Accounts$9,670$15,198▲ $5,528
Intangible Assets$1,475$291▼ $1,184
Total Assets$2,083,945$2,137,322▲ $53,377
Liabilities
Other Liabilities$10,375--
Accounts Payable and Accrued Expenses$2,466$2,509▲ $43
Total Liabilities$12,841$2,509▼ $10,332
Net Assets / Fund Balance
Unrestricted Net Assets$2,071,104$2,134,813▲ $63,709
Total Net Assets Fund Balance$2,071,104$2,134,813▲ $63,709
Total Liabilities and Net Assets / Fund Balance$2,083,945$2,137,322▲ $53,377

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$925,502$400,763-
Equipment$10,881$27,016-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$929,001-▲ $82,236-$1,011,237
2017$783,622-▲ $157,549-$941,171
2016$613,528-▲ $170,094-$783,622
2015$674,436-▼ $60,908-$613,528
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Margaret LittlePresident
Rachel HydeVice President
David HollandTrustee
Mark BarrettTrustee
Meghan GilbertSecretary
Heather SladeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$241,225
Program Service Revenue
$1,596
Investment Income
$17,914
Other Revenue
$0
All Other Contributions
$27,438
Change in Net Assets
$-612
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$138,991
Salaries, Compensation, and Employee Benefits$121,656
Grants and Similar Amounts Paid$700
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$45,308$15,103-$60,411
Current Officers, Directors, Trustees, and Key Employees$37,500$12,500-$50,000
Occupancy$37,074$12,357-$49,431
Depreciation Depletion$27,622$9,207-$36,829
Payroll Taxes$6,694$2,231-$8,925
Information Technology$4,874$1,625-$6,499
Fees for Services Accounting-$3,375-$3,375
Other Expenses$2,784--$2,784
Pension Plan Contributions$1,740$580-$2,320
Office Expenses$1,546$516-$2,062
Grants to Domestic Orgs$700--$700
Conferences and Meetings$275--$275
Travel$90--$90
Total Functional Expenses$203,853$57,494$0$261,347
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Revenue-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
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 governing body review Part VI line 11

“Board members are provided a copy of the 990 prior to filing”

Conflict of interest policy compliance Part VI line 12C

“Board members sign an annual conflict of interest policy that is maintained at the library for public inspection”

CEO executive director top management comp Part VI line 15A

“Pay rates are reviewed and determined by the board and documented in the meeting minutes”

Other officer or key employee compensation Part VI line 15B

“Pay rates are reviewed and determined by the board and documented in the meeting minutes”

Governing documents etc available to public Part VI line 19

“Documents are avaialbe upon request”

Filing and Contact Details

Filer

Filer Name
Phillips Free Library
EIN
15-0532226
Address
PO BOX 7, HOMER, NY 13077

Signing Officer

Name
Heather Slade
Title
Treasurer
Phone
6072994463
Signed
2020-01-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Heather Slade
Formed
1904
Legal Domicile
Ny
Voting Board Members
7
Independent Board Members
7
Employees
12

Preparer

Firm
Amy a Winters CPA Pllc
Address
19 CHURCH ST, Cortland, NY 13045
Preparer
Amy A Winters CPA
Phone
6072994463
Raw XML AppendixShowing 400 of 418 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt02466
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02509
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE LENDING OF READING MATERIALS AND OTHER ITEMS INCLUDED IN THE FINGER LAKES PUBLIC LIBRARY SYSTEM WHICH SERVICES THE LITERACY NEEDS OF THE HOMER NEW YORK AREA
IRS990/AllOtherContributionsAmt027438
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0PRISCILLA BERGGREN-THOMAS
IRS990/BooksInCareOfDetail/PhoneNum06077494616
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt037 NORTH MAIN STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0HOMER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd013077
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt09670
IRS990/CashNonInterestBearingGrp/EOYAmt015198
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt012500
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt037500
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt050000
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0275
IRS990/ConferencesMeetingsGrp/TotalAmt0275
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0241225
IRS990/CYGrantsAndSimilarPaidAmt0700
IRS990/CYInvestmentIncomeAmt017914
IRS990/CYOtherExpensesAmt0138991
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01596
IRS990/CYRevenuesLessExpensesAmt0-612
IRS990/CYSalariesCompEmpBnftPaidAmt0121656
IRS990/CYTotalExpensesAmt0261347
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0260735
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt09207
IRS990/DepreciationDepletionGrp/ProgramServicesAmt027622
IRS990/DepreciationDepletionGrp/TotalAmt036829
IRS990/Desc0THE LIBRARYS PRIMARY PURPOSE IS TO LEND BOOKS AND ALLOW COMPUTER ACCESS TO THE GENERAL PUBLIC FOR EDUCATION AND ENJOYMENT. IN 2008 AFTER SCHOOL PROGRAMS AND CLUBS WERE CREATED FOR CHILDREN, ADULTS AND TEENS. THE LIBRARY CONTINUED TO ADD TO THE BOOK COLLECTION TO PROVIDE INFORMATION EDUCATION AND ENTERTAINMENT TO OUR COMMUNITY. THE LIBRARY ALSO FORGED FURTHER ALLIANCES WITH THE SCHOOLS TO HELP COORDINATE LIBRARY PROGRAMS WITH THE SCHOOLS EDUCATIONAL MISSION. THE LIBRARY OFFERS SPECIAL READING ACTIVITIES FOR TARGETED GROUPS AS WELL AS BOOK DISCUSSION GROUPS TO PROMOTE LITERACY IN THE COMMUNITY.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt012
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0203853
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03375
IRS990/FeesForServicesAccountingGrp/TotalAmt03375
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0MARGARET LITTLE
IRS990/Form990PartVIISectionAGrp/PersonNm1RACHEL HYDE
IRS990/Form990PartVIISectionAGrp/PersonNm2MEGHAN GILBERT
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID HOLLAND
IRS990/Form990PartVIISectionAGrp/PersonNm4MARK BARRETT
IRS990/Form990PartVIISectionAGrp/PersonNm5HEATHER SLADE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01904
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-215
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GovernmentGrantsAmt0213787
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0700
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0700
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt010894
IRS990/GrossReceiptsAmt0271844
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01625
IRS990/InformationTechnologyGrp/ProgramServicesAmt04874
IRS990/InformationTechnologyGrp/TotalAmt06499
IRS990/IntangibleAssetsGrp/BOYAmt01475
IRS990/IntangibleAssetsGrp/EOYAmt0291
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt018129
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt018129
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0941171
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01011237
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0427779
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0970017
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0936383
IRS990/LandBldgEquipCostOrOtherBssAmt01364162
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt011109
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE LENDING OF READING MATERIALS AND OTHER ITEMS INCLUDED IN THE FINGER LAKES PUBLIC LIBRARY SYSTEM WHICH SERVICES THE LITERACY NEEDS OF THE HOMER NEW YORK AREA
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02071104
IRS990/NetAssetsOrFundBalancesEOYAmt02134813
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-215
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-215
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt064321
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt012357
IRS990/OccupancyGrp/ProgramServicesAmt037074
IRS990/OccupancyGrp/TotalAmt049431
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0516
IRS990/OfficeExpensesGrp/ProgramServicesAmt01546
IRS990/OfficeExpensesGrp/TotalAmt02062
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BOOKS AUDIO PERIODICALS
IRS990/OtherExpensesGrp/Desc1PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc2LIBRARY SUPPLIES
IRS990/OtherExpensesGrp/ProgramServicesAmt030818
IRS990/OtherExpensesGrp/ProgramServicesAmt16828
IRS990/OtherExpensesGrp/ProgramServicesAmt22784
IRS990/OtherExpensesGrp/TotalAmt030818
IRS990/OtherExpensesGrp/TotalAmt16828
IRS990/OtherExpensesGrp/TotalAmt22784
IRS990/OtherLiabilitiesGrp/BOYAmt010375
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt015103
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt045308
IRS990/OtherSalariesAndWagesGrp/TotalAmt060411
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02231
IRS990/PayrollTaxesGrp/ProgramServicesAmt06694
IRS990/PayrollTaxesGrp/TotalAmt08925
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0580
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01740
IRS990/PensionPlanContributionsGrp/TotalAmt02320
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0HEATHER SLADE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0453000
IRS990/ProgramServiceRevenueGrp/Desc0FINES COPIES LOST BOOKS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01596
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01596
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0209076
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01200
IRS990/PYInvestmentIncomeAmt016426
IRS990/PYOtherExpensesAmt0127194
IRS990/PYProgramServiceRevenueAmt02796
IRS990/PYRevenuesLessExpensesAmt0-18869
IRS990/PYSalariesCompEmpBnftPaidAmt0118773
IRS990/PYTotalExpensesAmt0247167
IRS990/PYTotalRevenueAmt0228298
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-612
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0161612
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0174213
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt027438
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt021705
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt013852
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt013211
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt024439
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0100645
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt018129
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt016426
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt015498
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt012502
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt012911
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt075466
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt01596
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt02796
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt03435
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt06477
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt07706
IRS990ScheduleA/OtherIncome170Grp/TotalAmt022010
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.36820
IRS990ScheduleA/PublicSupportPY170Pct00.50540
IRS990ScheduleA/PublicSupportTotal170Amt0421107
IRS990ScheduleA/SubstantialContributorsTotAmt0624989
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearAmt0213787
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus1YearAmt0187371
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus2YearsAmt0197062
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus3YearsAmt0181447
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus4YearsAmt0165784
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt0945451
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0241225
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0209076
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0210914
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0194658
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0190223
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01046096
IRS990ScheduleA/TotalSupportAmt01143572
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0925502
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0400763
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt01326265
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0929001
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01011237
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt082236
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0783622
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0941171
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0157549
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0613528
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0783622
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0170094
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0674436
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0613528
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-60908
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt010881
IRS990ScheduleD/EquipmentGrp/DepreciationAmt027016
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt037897
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED REVENUE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0936383
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS ARE PROVIDED A COPY OF THE 990 PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS SIGN AN ANNUAL CONFLICT OF INTEREST POLICY THAT IS MAINTAINED AT THE LIBRARY FOR PUBLIC INSPECTION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PAY RATES ARE REVIEWED AND DETERMINED BY THE BOARD AND DOCUMENTED IN THE MEETING MINUTES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PAY RATES ARE REVIEWED AND DETERMINED BY THE BOARD AND DOCUMENTED IN THE MEETING MINUTES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS ARE AVAIALBE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02083945
IRS990/TotalAssetsEOYAmt02137322
IRS990/TotalAssetsGrp/BOYAmt02083945
IRS990/TotalAssetsGrp/EOYAmt02137322
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0241225
IRS990/TotalEmployeeCnt012
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt057494
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0203853
IRS990/TotalFunctionalExpensesGrp/TotalAmt0261347
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt012841
IRS990/TotalLiabilitiesEOYAmt02509
IRS990/TotalLiabilitiesGrp/BOYAmt012841
IRS990/TotalLiabilitiesGrp/EOYAmt02509
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02071104
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02134813
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0203853
IRS990/TotalProgramServiceRevenueAmt01596
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt019510
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0260735
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02083945
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02137322
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ProgramServicesAmt090
IRS990/TravelGrp/TotalAmt090
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02071104
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02134813
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.PHILLIPSFREELIBRARY.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER SLADE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06072994463
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHILLIPS FREE LIBRARY
ReturnHeader/Filer/BusinessNameControlTxt0PHIL
ReturnHeader/Filer/EIN0150532226
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 7
ReturnHeader/Filer/USAddress/CityNm0HOMER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013077
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E94680D9ECCA40B958BC4D9E242E5FD30E3107E4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E94680D9ECCA40B958BC4D9E242E5FD30E3107E4
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId01642972020006ewkm2lx
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-01-06

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
$2,137,322
Liabilities
$2,509
Net assets
$2,134,813
Revenue
$260,735
Expenses
$261,347
Net income
-$612
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.08$0.27$0.28$0.01
2023Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.27$0.32$0.06
2022Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.13$0.25$0.29$0.03
2021Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.25$0.26$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.26$0.29$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.13$0.26$0.26$0.00
2018Detailed filing. Detailed filing data is available for this year.$2.08$0.01$2.07$0.23$0.25$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.23$0.23$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.78$0.21$0.25$0.04
2015Summary only. Only limited summary data is available for this year.$1.90$0.01$1.89$0.07$0.12$0.05
2014Summary only. Only limited summary data is available for this year.$1.95$0.01$1.94$0.21$0.25$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.23$0.22$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.84$0.00$1.83$0.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.77$0.00$1.77$0.19
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.70$0.00$1.70$0.18