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Lee Library Association FY2023 filing

Tax-deductible

Lee, MA501(c)(3) EIN 04-2156198Revenue $285K in FY2023

On file with the IRSleelibraryma.org100 Main St, 01238-1614 · Lee, MATax-exempt since Jul 1953Publicly supported charity — 170(b)(1)(A)(vi)

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To be a primary community resource by providing free access to resources in a variety of formats and to encouarge everyone to appreciate the joy of reading and the value of libraries.

501(c)(3) charity; gifts are tax-deductible.
100¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $13K a year · 4% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
4 mo
of spending, in cash
Plus $350K in investments, Pt X · Ln 11–13
Looks good: 4.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $10K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
12
of 12 voting members
Looks good: 12 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$285K
+2% vs prior year
Spent
$301K
To programs
100%
Net assets
$461K
By yearFY2021–FY2025
Revenue
$285K
FY2023▲ +2%
Tap a bar for its year
Revenue by fiscal year
FY2021$262K
FY2022$279K
FY2023$285K
FY2024$294K
FY2025$341K
Expenses
$301K
FY2023▲ +17%
Tap a bar for its year
Expenses by fiscal year
FY2021$234K
FY2022$257K
FY2023$301K
FY2024$288K
FY2025$316K
Net assets
$461K
FY2023-0.03%
Tap a bar for its year
Net assets by fiscal year
FY2021$490K
FY2022$461K
FY2023$461K
FY2024$501K
FY2025$539K

From the FY2023 Form 990 (year ending June 2023) · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 1953.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $301K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

12 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
$0Pt VII · Sec A
$0Pt VII · Sec A
Zoe Dalheim
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Sandra Hayes
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Janet Warner
Director
$0Pt VII · Sec A
See Lee Library Association executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Offers free resources and promotes the joy and value of reading to the community.

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Provided by the organization

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1 program · $301K · in their own filed words · FY2022
01

The library provides access to various forms of information for the local community and to the internet through a hardwired computer and free wifi. Programs and community events are also held at the library

$301Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2025
The Ayco Charitable FoundationFY2025$10K
Total grants receivedfrom 1 funder$10K

By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$285K
Ln 12
Gifts and grantsLn 1h$272K
Investment incomeLn 3$12K
Other incomeLn 4–11$1K
Money outPt IX
$301K
Ln 25
Programscol B$301K
Owns and owesPt X
$461K
net assets · Ln 32
Cash and savingsLn 1–2$111K
Total assetsLn 16$461K
LiabilitiesLn 26$0
PeoplePt VI, VII
12
listed · VII A
PaidVII A0
Voting boardVI 1a12
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$272K
Government grantsLn 1e$268K
Investment incomeLn 3$12K
Other incomeLn 4–11$1K
Gains on assetsLn 7−$112
Total revenueLn 12$285K
Assets in detailPt X, end of year
CashLn 1$11K
SavingsLn 2$101K
Cash and savings togetherLn 1–2$111K
InvestmentsLn 11–13$350K
Total assetsLn 16$461K
LiabilitiesLn 26$0
Net assetsLn 32$461K
OperationsPt I, VI
EmployeesI 58
VolunteersI 68
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$139K$111K
InvestmentsLn 11–13$323K$350K
Total assetsLn 16$461K$461K
LiabilitiesLn 26$0$0
Net assetsLn 32$461K$461K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$168K$168K
Payroll taxesLn 10$14K$14K
Accounting feesLn 11c$4K$4K
Other fees for servicesLn 11g$6K$6K
Information technologyLn 14$989$989
OccupancyLn 16$28K$28K
InsuranceLn 23$4K$4K
Other expenses (24a–d)Ln 24$69K$69K
All other expensesLn 24e$7K$7K
Total functional expensesLn 25$301K$301K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $341K$316K$24K$539K 990 PDF
FY2024 $294K$288K$6K$501K 990 PDF
FY2023 Viewing $285K$301K−$16K$461K 990 PDF
FY2022 $279K$257K$22K$461K 990 PDF
FY2021 $262K$234K$27K$490K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $285,178 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $260,696$272,340
I-9 Program service revenue$0
I-10 Investment incomePrior year $17,515$11,696
I-11 Other revenuePrior year $474$1,142
I-12 Total revenuePrior year $278,685$285,178
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $155,875$182,818
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $101,160$118,633
I-18 Total expensesPrior year $257,035$301,451
I-19 Revenue less expensesPrior year $21,650−$16,273
Part VI · Governance 12 of 12 board members independent, 3 to look at
VI-1a Voting members of the governing body12
VI-1b Independent voting members12
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $285,178 across 7 lines filed
VIII-1e Government grants$267,915
VIII-1f All other contributions, gifts and grants$4,425
VIII-1h Total contributions, gifts and grants$272,340
VIII-3 Investment incomeRelated to mission $11,808$11,808
VIII-7 Net gain or loss on sales of assetsRelated to mission −$112−$112
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $1,142$1,142
VIII-12 Total revenueRelated to mission $11,696 · Excluded from tax $1,142$285,178
Part IX · Statement of functional expenses $301,451 across 9 lines filed
IX-7 Other salaries and wagesPrograms $168,360$168,360
IX-10 Payroll taxesPrograms $14,458$14,458
IX-11c Accounting feesPrograms $3,850$3,850
IX-11g Other fees for servicesPrograms $6,074$6,074
IX-14 Information technologyPrograms $989$989
IX-16 OccupancyPrograms $28,276$28,276
IX-23 InsurancePrograms $3,521$3,521
IX-24 Other expenses (24a–d)Programs $68,748$68,748
IX-24e All other expensesPrograms $7,175$7,175
IX-25 Total functional expensesPrograms $301,451 · Management $0 · Fundraising $0$301,451
Part X · Balance sheet $461,355 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $37,074$10,823
X-2 Savings and temporary cash investmentsStart of year $101,614$100,519
X-11 Publicly traded securitiesStart of year $322,784$350,013
X-16 Total assetsStart of year $461,472$461,355
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $461,472$461,355
X-32 Total net assets or fund balancesStart of year $461,472$461,355
X-33 Total liabilities and net assetsStart of year $461,472$461,355
Part XI · Reconciliation of net assets $461,355 net assets at year end
XI-1 Total revenue$285,178
XI-2 Total expenses$301,451
XI-3 Revenue less expenses−$16,273
XI-4 Net assets at start of year$461,472
XI-5 Net unrealized gains (losses) on investments$16,156
XI-10 Net assets at end of year$461,355

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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