Civic Intelligence

Lee-Whedon Memorial Library

990 • Fiscal year 2025 • EIN 16-6069657

Jul 01, 2024 to Jun 30, 2025 • Filed on Aug 26, 2025

620 West AvenueMedina, NY 14103

(585) 798-3430

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2025 filings • NTEE B • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

19th percentile

0.00x

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

2025 filings • NTEE B • $1M-$5M nonprofits • Source year 2025

Net Margin

88th percentile

42%

Higher net margin than 88% of similar nonprofits.

2025 filings • NTEE B • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2025 filings • NTEE B • $1M-$5M nonprofits • Source year 2025

Asset Growth

94th percentile

99%

Faster asset growth than 94% of similar nonprofits.

2025 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

92nd percentile

134%

Faster revenue growth than 92% of similar nonprofits.

2025 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$1,277,925

Up $634,600 (+99%) from 2024

Net Assets

Up

$1,277,925

Up $634,600 (+99%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue

Up

$1,525,863

Up $873,630 (+134%) from 2024

Expenses

Up

$891,348

Up $197,158 (+28%) from 2024

Net Income

Up

$634,515

Up $676,472 (+1612%) from 2024

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 2012: $851,490Liabilities 2012: $0Net Assets 2012: $851,4902012Assets 2013: $665,959Liabilities 2013: $0Net Assets 2013: $665,9592013Assets 2014: $421,211Liabilities 2014: $0Net Assets 2014: $421,2112014Assets 2015: $706,016Liabilities 2015: $0Net Assets 2015: $706,0162015Assets 2016: $732,049Liabilities 2016: $0Net Assets 2016: $732,0492016Assets 2017: $706,804Liabilities 2017: $0Net Assets 2017: $706,8042017Assets 2018: $635,009Liabilities 2018: $0Net Assets 2018: $635,0092018Assets 2019: $718,673Liabilities 2019: $0Net Assets 2019: $718,6732019Assets 2020: $750,596Liabilities 2020: $0Net Assets 2020: $750,5962020Assets 2021: $680,011Liabilities 2021: $0Net Assets 2021: $680,0112021Assets 2022: $584,122Liabilities 2022: $0Net Assets 2022: $584,1222022Assets 2023: $685,740Liabilities 2023: $0Net Assets 2023: $685,7402023Assets 2024: $643,325Liabilities 2024: $0Net Assets 2024: $643,3252024Assets 2025: $1,277,925Liabilities 2025: $0Net Assets 2025: $1,277,9252025

Highlighted filing

2025

Assets$1,277,925
Liabilities$0
Net Assets$1,277,925

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2012: $587,653Expenses 2012: $570,202Net Income 2012: $17,4512012Revenue 2013: $612,765Expenses 2013: $798,296Net Income 2013: -$185,5312013Revenue 2014: $716,800Expenses 2014: $961,548Net Income 2014: -$244,7482014Revenue 2015: $883,298Expenses 2015: $598,493Net Income 2015: $284,8052015Revenue 2016: $603,915Expenses 2016: $570,135Net Income 2016: $33,7802016Revenue 2017: $629,062Expenses 2017: $654,311Net Income 2017: -$25,2492017Revenue 2018: $601,550Expenses 2018: $673,341Net Income 2018: -$71,7912018Revenue 2019: $695,777Expenses 2019: $612,117Net Income 2019: $83,6602019Revenue 2020: $643,114Expenses 2020: $611,243Net Income 2020: $31,8712020Revenue 2021: $785,729Expenses 2021: $856,349Net Income 2021: -$70,6202021Revenue 2022: $635,580Expenses 2022: $731,470Net Income 2022: -$95,8902022Revenue 2023: $743,914Expenses 2023: $642,437Net Income 2023: $101,4772023Revenue 2024: $652,233Expenses 2024: $694,190Net Income 2024: -$41,9572024Revenue 2025: $1,525,863Expenses 2025: $891,348Net Income 2025: $634,5152025

Highlighted filing

2025

Revenue$1,525,863
Expenses$891,348
Net Income$634,515
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 26, 2025
Return Version
2024v5.0
Gross Receipts
$1,525,863
Mission and Program Overview

Mission

It is the mission of the Lee-Whedon Memorial Library to encourage, promote, and support the personal growth, creativity, and literacy learning of the members of our community.

The Lee-Whedon Memorial Library is open to the public 2800 hours per year for the purpose of loaning library materials, providing reference services, and offering valuable programs for children and adults.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$643,325$1,277,925▲ $634,600
Rtn Earn Endowment Incm Other Fnds$643,325$1,277,925▲ $634,600
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$643,325$1,277,925▲ $634,600
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$643,325$1,277,925▲ $634,600
Total Liabilities and Net Assets / Fund Balance$643,325$1,277,925▲ $634,600
Compensation and Service Providers

Board Members and Trustees

NameTitle
Cynthia KiebalaPresident
Isabella MarkVice-President
David SchwertTrustee
Kathleen BoiceTrustee
Stephen O'DeaTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Passero AssociatesArchitectural and design services for expansion242 West Main Street, Suite 100, Rochester, NY 14614$168,086
Revenue and Support

Revenue Composition

Contributions and Grants
$763,304
Program Service Revenue
$132,170
Investment Income
$13,550
Other Revenue
$616,839
All Other Contributions
$18,508
Change in Net Assets
$634,515
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$469,440
Other Expenses$421,908
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$213,357--$213,357
Other Expenses$197,811$0$0$197,811
Current Officers, Directors, Trustees, and Key Employees$112,640--$112,640
Other Employee Benefits$80,664--$80,664
Pension Plan Contributions$38,595--$38,595
Information Technology$24,573--$24,573
Payroll Taxes$24,184--$24,184
Office Expenses$11,600--$11,600
Fees for Services Accounting$8,800--$8,800
Insurance$8,300--$8,300
Advertising$5,154--$5,154
Conferences and Meetings$2,614--$2,614
Travel$2,537--$2,537
All Other Expenses$2,397--$2,397
Total Functional Expenses$891,348$0$0$891,348
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
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, Part VI, Section B, Line 11B

The 990 is provided for review by the board of directors at their September or October board meeting.

Form 990, Part VI, Section B, Line 12C

The policy is periodically reviewed at board meetings.

Form 990, Part VI, Section B, Line 15

Payroll data is compared with other libraries within our county. All salaries are reviewed by the board.

Form 990, Part VI, Section C, Line 19

Documents, policies, and financials are made available to the public at their request. They can also be viewed from our website.

Filing and Contact Details

Filer

Filer Name
Lee-whedon Memorial Library
EIN
16-6069657
Phone
5857983430
Address
620 West Avenue, Medina, NY 14103

Signing Officer

Name
Kristine Mostyn
Title
Director
Phone
5857983430
Signed
2025-08-26

Organization Details

Formed
1928
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
0
Employees
11
Volunteers
35
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

P & L difference

Raw XML AppendixShowing 400 of 444 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.

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IRS990/ProgSrvcAccomActy2Grp/Desc0It is important to have a well trained staff to manage daily activities, offer reference services, assist patrons with computer applications, and provide valuable programs for children, teens, and adults. To better serve our community, it is necessary that our staff maintain memberships with library organizations. Proper training at various facilities throughout the state is beneficial for our growth and that of our patrons.
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IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0It is necessary to keep a well-maintained building, taking care of repairs when necessary, and hiring contractors as needed for snow removal, lawncare, and various custodial contracts. Keeping the office stocked with proper office supplies for the functionality of our business is also a necessity. The library was able to purchase a building adjacent to us for future growth and expansion.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0115031
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0The library is working towards an expansion so we can better serve our public.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0197810
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0723690
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt096579
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt019334
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04643
IRS990/PYOtherExpensesAmt0254272
IRS990/PYOtherRevenueAmt0614398
IRS990/PYProgramServiceRevenueAmt013858
IRS990/PYRevenuesLessExpensesAmt0-41957
IRS990/PYSalariesCompEmpBnftPaidAmt0439918
IRS990/PYTotalExpensesAmt0694190
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0652233
IRS990/ReconcilationRevenueExpnssAmt0634515
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt02630
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt021573
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0643325
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01277925
IRS990ScheduleA/SchoolInd0X
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/ScheduleBRequiredInd01
IRS990ScheduleE/ComplianceWithRevProc7550Ind00
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd00
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd00
IRS990ScheduleE/MaintainRacialCompRecsInd00
IRS990ScheduleE/MaintainScholarshipsRecsInd00
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd00
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd00
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd00
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0These questions do not pertain to us since we are a public library.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1These questions do not pertain to us since we are a public library.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2These questions do not pertain to us since we are a public library.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Part I, Line 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Part I, Line 4
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Part I, Line 7
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 990 is provided for review by the board of directors at their September or October board meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The policy is periodically reviewed at board meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Payroll data is compared with other libraries within our county. All salaries are reviewed by the board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Documents, policies, and financials are made available to the public at their request. They can also be viewed from our website.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4P & L difference
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XI, Line 9
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0643325
IRS990/TotalAssetsEOYAmt01277925
IRS990/TotalAssetsGrp/BOYAmt0643325
IRS990/TotalAssetsGrp/EOYAmt01277925
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0763304
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0891348
IRS990/TotalFunctionalExpensesGrp/TotalAmt0891348
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0643325
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01277925
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt0197810
IRS990/TotalOtherProgSrvcGrantAmt0723690
IRS990/TotalOtherProgSrvcRevenueAmt096579
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt00
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.00$1.28$1.53$0.89$0.63
2024Summary only. Only limited summary data is available for this year.$0.64$0.00$0.64$0.65$0.69$0.04
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.00$0.69$0.74$0.64$0.10
2022Summary only. Only limited summary data is available for this year.$0.58$0.00$0.58$0.64$0.73$0.10
2021Summary only. Only limited summary data is available for this year.$0.68$0.00$0.68$0.79$0.86$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.00$0.75$0.64$0.61$0.03
2019Summary only. Only limited summary data is available for this year.$0.72$0.00$0.72$0.70$0.61$0.08
2018Summary only. Only limited summary data is available for this year.$0.64$0.00$0.64$0.60$0.67$0.07
2017Summary only. Only limited summary data is available for this year.$0.71$0.00$0.71$0.63$0.65$0.03
2016Summary only. Only limited summary data is available for this year.$0.73$0.00$0.73$0.60$0.57$0.03
2015Summary only. Only limited summary data is available for this year.$0.71$0.00$0.71$0.88$0.60$0.28
2014Summary only. Only limited summary data is available for this year.$0.42$0.00$0.42$0.72$0.96$0.24
2013Summary only. Only limited summary data is available for this year.$0.67$0.00$0.67$0.61$0.80$0.19
2012Summary only. Only limited summary data is available for this year.$0.85$0.00$0.85$0.59$0.57$0.02