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Phoenicia Library FY2021 filing

Tax-deductible

Phoenicia, NY501(c)(3)EducationEIN 14-6013687Revenue $284K in FY2021

On file with the IRSphoenicialibrary.org48 Main Street, 12464-0000 · Phoenicia, NYTax-exempt since Feb 1994Publicly supported charity — 170(b)(1)(A)(vi)

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Provide free Library services to the residents of the town of shandaken and to members of the assoication regardless of residence. This mission of the Phoenicia Library assoication is to provide and maintain access to a world of enlightening and educational resources I

501(c)(3) charity; gifts are tax-deductible.
92¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2021 · 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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
0 of 5
filings with a surplus
Average deficit $38K a year · 15% of revenue · last 5 filings
Concern: a surplus in 0 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
92%
of spending
Looks good: 92% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
20 mo
of spending, in cash
Looks good: 20.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $25K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$1K
0.10% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 6 voting members
Looks good: 6 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$284K
+34% vs prior year
Spent
$294K
To programs
92%
Net assets
$1.1M
By yearFY2020–FY2024
Revenue
$284K
FY2021▲ +34%
Tap a bar for its year
Revenue by fiscal year
FY2020$213K
FY2021$284K
FY2022$244K
FY2023$252K
FY2024$273K
Expenses
$294K
FY2021▲ +10%
Tap a bar for its year
Expenses by fiscal year
FY2020$266K
FY2021$294K
FY2022$290K
FY2023$303K
FY2024$301K
Net assets
$1.1M
FY2021▼ -0.9%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.2M
FY2021$1.1M
FY2022$1.1M
FY2023$1.0M
FY2024$1.0M

From the FY2021 Form 990 · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Feb 1994.

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

Where the money goes

92 cents of each dollar spent went to programs.

Program services 92% · $270K Management & general 8% · $24K Fundraising 0% · $925

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

7 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Sandy Hyun
Corresponding Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Holly George Warren
Recording Secretary
$0Pt VII · Sec A
Bethia Waterman
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
See Phoenicia Library 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 15aYes

Programs and updates

Offers free library services and educational resources to residents and members.

Provided by the organization

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1 program · $270K · in their own filed words · FY2021
01

During 2021, the library had 12,890 library visits, 11,762 book circulations, 4,950 electronic material circulations, 4,782 other material circulations, and 4,992 reference transactions. It also had 248 programs with 5,706 attendees.

$270Kprogram 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 · FY2021
Saint Paul & Minnesota FoundationFY2021$25K
Total grants receivedfrom 1 funder$25K

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$284K
Ln 12
Gifts and grantsLn 1h$222K
Other incomeLn 4–11$57K
Investment incomeLn 3$4K
Money outPt IX
$294K
Ln 25
Programscol B$270K
Managementcol C$24K
Fundraisingcol D$925
Owns and owesPt X
$1.1M
net assets · Ln 32
Cash and savingsLn 1–2$493K
Total assetsLn 16$1.1M
LiabilitiesLn 26$1K
PeoplePt VI, VII
7
listed · VII A
PaidVII A0
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$222K
Government grantsLn 1e$179K
Fees for servicesLn 2g$1K
Investment incomeLn 3$4K
Other incomeLn 4–11$57K
Total revenueLn 12$284K
Assets in detailPt X, end of year
CashLn 1$1K
SavingsLn 2$492K
Cash and savings togetherLn 1–2$493K
Land, buildings, equipmentLn 10c$651K
Total assetsLn 16$1.1M
LiabilitiesLn 26$1K
Net assetsLn 32$1.1M
OperationsPt I, VI
EmployeesI 513
VolunteersI 610
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$471K$493K
Land, buildings, equipmentLn 10c$711K$651K
Total assetsLn 16$1.2M$1.1M
LiabilitiesLn 26$28K$1K
Net assetsLn 32$1.2M$1.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$200$200
Grants to domestic individualsLn 2$1K$1K
Pay of current officers, directors and key staffLn 5$58K$58K
Other salaries and wagesLn 7$91K$91K
Other employee benefitsLn 9$2K$2K
Payroll taxesLn 10$14K$14K
Accounting feesLn 11c$6K$6K
Advertising and promotionLn 12$655$258$65$332
Office expensesLn 13$4K$3K$1K$463
Information technologyLn 14$2K$150$1K
OccupancyLn 16$13K$13K
TravelLn 17$225$225
Conferences, conventions and meetingsLn 19$593$593
Payments to affiliatesLn 21$6K$5K$501
Depreciation, depletion and amortizationLn 22$64K$64K
InsuranceLn 23$1K$1K
Other expenses (24a–d)Ln 24$32K$32K$130
Total functional expensesLn 25$294K$270K$24K$925

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $273K$301K−$28K$1.0M 990 PDF
FY2023 $252K$303K−$51K$1.0M 990 PDF
FY2022 $244K$290K−$46K$1.1M 990 PDF
FY2021 Viewing $284K$294K−$10K$1.1M 990 PDF
FY2020 $213K$266K−$54K$1.2M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $283,938 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $206,021$221,785
I-9 Program service revenuePrior year $411$1,229
I-10 Investment incomePrior year $5,606$3,886
I-11 Other revenuePrior year $568$57,038
I-12 Total revenuePrior year $212,606$283,938
I-13 Grants and similar amounts paidPrior year $500$1,200
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $152,833$164,833
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $113,080$128,163
I-18 Total expensesPrior year $266,413$294,196
I-19 Revenue less expensesPrior year −$53,807−$10,258
Part VI · Governance 6 of 6 board members independent, no flags
VI-1a Voting members of the governing body6
VI-1b Independent voting members6
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $283,938 across 7 lines filed
Lines not itemized here account for $153 of total revenue; see the IRS return.
VIII-1e Government grants$179,318
VIII-1f All other contributions, gifts and grants$42,467
VIII-1h Total contributions, gifts and grants$221,785
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,229$1,229
VIII-3 Investment incomeExcluded from tax $3,886$3,886
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $56,885$56,885
VIII-12 Total revenueRelated to mission $58,267 · Unrelated business $0 · Excluded from tax $3,886$283,938
Part IX · Statement of functional expenses $294,196 across 17 lines filed
IX-1 Grants to domestic organizationsPrograms $200$200
IX-2 Grants to domestic individualsPrograms $1,000$1,000
IX-5 Pay of current officers, directors and key staffPrograms $58,349$58,349
IX-7 Other salaries and wagesPrograms $91,223$91,223
IX-9 Other employee benefitsPrograms $1,619$1,619
IX-10 Payroll taxesPrograms $13,642$13,642
IX-11c Accounting feesManagement $5,575$5,575
IX-12 Advertising and promotionPrograms $258 · Management $65 · Fundraising $332$655
IX-13 Office expensesPrograms $2,530 · Management $1,224 · Fundraising $463$4,217
IX-14 Information technologyPrograms $150 · Management $1,468$1,618
IX-16 OccupancyManagement $13,016$13,016
IX-17 TravelManagement $225$225
IX-19 Conferences, conventions and meetingsManagement $593$593
IX-21 Payments to affiliatesPrograms $5,013 · Management $501$5,514
IX-22 Depreciation, depletion and amortizationPrograms $63,926$63,926
IX-23 InsuranceManagement $1,037$1,037
IX-24 Other expenses (24a–d)Programs $31,657 · Fundraising $130$31,787
IX-25 Total functional expensesPrograms $269,567 · Management $23,704 · Fundraising $925$294,196
Part X · Balance sheet $1,144,039 assets, 8 lines filed
Asset lines not itemized here account for $110; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $1,093$1,440
X-2 Savings and temporary cash investmentsStart of year $469,588$491,976
X-10c Land, buildings and equipment, netStart of year $710,639$650,513
X-16 Total assetsStart of year $1,181,320$1,144,039
X-25 Other liabilitiesStart of year $239$1,116
X-26 Total liabilitiesStart of year $28,139$1,116
X-32 Total net assets or fund balancesStart of year $1,153,181$1,142,923
X-33 Total liabilities and net assetsStart of year $1,181,320$1,144,039
Part XI · Reconciliation of net assets $1,142,923 net assets at year end
XI-1 Total revenue$283,938
XI-2 Total expenses$294,196
XI-3 Revenue less expenses−$10,258
XI-4 Net assets at start of year$1,153,181
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,142,923

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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