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Phoenicia Library FY2023 filing

Tax-deductible

Phoenicia, NY501(c)(3)EducationEIN 14-6013687

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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.
91¢ 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
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
91%
of spending
Looks good: 91% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
20 mo
of spending, in cash
Looks good: 20.3 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
$2K
0.2% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$252K
+3% vs prior year
Spent
$303K
To programs
91%
Net assets
$1.0M
By yearFY2020–FY2024
Revenue
$252K
FY2023▲ +3%
Revenue by fiscal year
FY2020$213K
FY2021$284K
FY2022$244K
FY2023$252K
FY2024$273K
Expenses
$303K
FY2023▲ +4%
Expenses by fiscal year
FY2020$266K
FY2021$294K
FY2022$290K
FY2023$303K
FY2024$301K
Net assets
$1.0M
FY2023▼ -5%
Net assets by fiscal year
FY2020$1.2M
FY2021$1.1M
FY2022$1.1M
FY2023$1.0M
FY2024$1.0M

From the FY2023 Form 990 · see the original

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You’re viewing the FY2023 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

91 cents of each dollar spent went to programs.

Program services 91% · $276K Management & general 8% · $26K Fundraising 0% · $1K

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

6 people listed on the 990.

Part VII, Section A · reportable compensation
Sandy Hyun
Corresponding Secretary
$0Pt VII · Sec A
Becca Frank
Treasurer
$0Pt VII · Sec A
Bethia Waterman
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
Holly George Warren
Recording Secretary
$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 service account for $276K of program spending, described in the organization's own filed words · FY2023.
01

During 2023, the library had 8,923 library visits, 10,353 book circulations, 6,346 electronic material circulations, 14,145 other material circulations, and 6,864 reference transactions. It also had 182 programs with 2,465 attendees.

$276Kprogram expense

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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 FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$252K
Ln 12
Gifts and grantsLn 1h$238K
Investment incomeLn 3$10K
Other incomeLn 4–11$3K
Money outPt IX
$303K
Ln 25
Programscol B$276K
Managementcol C$26K
Fundraisingcol D$1K
Owns and owesPt X
$1.0M
net assets · Ln 32
Cash and savingsLn 1–2$513K
Total assetsLn 16$1.0M
LiabilitiesLn 26$2K
PeoplePt VI, VII
6
listed · VII A
PaidVII A0
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$238K
Government grantsLn 1e$187K
Fees for servicesLn 2g$619
Investment incomeLn 3$10K
Other incomeLn 4–11$3K
Total revenueLn 12$252K
Assets in detailPt X, end of year
SavingsLn 2$513K
Cash and savings togetherLn 1–2$513K
Land, buildings, equipmentLn 10c$535K
Total assetsLn 16$1.0M
LiabilitiesLn 26$2K
Net assetsLn 32$1.0M
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 FY23End FY23
Cash and savingsLn 1–2$507K$513K
Land, buildings, equipmentLn 10c$591K$535K
Total assetsLn 16$1.1M$1.0M
LiabilitiesLn 26$699$2K
Net assetsLn 32$1.1M$1.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$550$550
Grants to domestic individualsLn 2$1K$1K
Pay of current officers, directors and key staffLn 5$65K$65K
Other salaries and wagesLn 7$89K$89K
Other employee benefitsLn 9$3K$3K
Payroll taxesLn 10$15K$15K
Accounting feesLn 11c$6K$6K
Advertising and promotionLn 12$1K$218$87$698
Office expensesLn 13$4K$2K$1K$270
Information technologyLn 14$2K$1K$976
OccupancyLn 16$14K$14K
TravelLn 17−$333−$333
Conferences, conventions and meetingsLn 19$1K$1K
Payments to affiliatesLn 21$5K$5K$177
Depreciation, depletion and amortizationLn 22$60K$60K
InsuranceLn 23$1K$1K
Other expenses (24a–d)Ln 24$35K$35K$25$120
Total functional expensesLn 25$303K$276K$26K$1K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $273K$301K−$28K$1.0M 990 PDF
FY2023 Viewing $252K$303K−$51K$1.0M 990 PDF
FY2022 $244K$290K−$46K$1.1M 990 PDF
FY2021 $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 FY2023 990 (4 parts)
Part VIII · Statement of revenue $251,549 across 7 lines filed
Lines not itemized here account for $878 of total revenue; see the IRS return.
VIII-1e Government grants$187,080
VIII-1f All other contributions, gifts and grants$51,081
VIII-1h Total contributions, gifts and grants$238,161
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $619$619
VIII-3 Investment incomeExcluded from tax $10,246$10,246
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $1,645$1,645
VIII-12 Total revenueRelated to mission $3,142 · Unrelated business $0 · Excluded from tax $10,246$251,549
Part IX · Statement of functional expenses $302,590 across 17 lines filed
IX-1 Grants to domestic organizationsPrograms $550$550
IX-2 Grants to domestic individualsPrograms $1,000$1,000
IX-5 Pay of current officers, directors and key staffPrograms $64,631$64,631
IX-7 Other salaries and wagesPrograms $88,882$88,882
IX-9 Other employee benefitsPrograms $2,927$2,927
IX-10 Payroll taxesPrograms $14,723$14,723
IX-11c Accounting feesManagement $6,300$6,300
IX-12 Advertising and promotionPrograms $218 · Management $87 · Fundraising $698$1,003
IX-13 Office expensesPrograms $2,345 · Management $1,494 · Fundraising $270$4,109
IX-14 Information technologyPrograms $1,274 · Management $976$2,250
IX-16 OccupancyManagement $14,492$14,492
IX-17 TravelManagement −$333−$333
IX-19 Conferences, conventions and meetingsManagement $1,180$1,180
IX-21 Payments to affiliatesPrograms $5,104 · Management $177$5,281
IX-22 Depreciation, depletion and amortizationPrograms $59,613$59,613
IX-23 InsuranceManagement $1,298$1,298
IX-24 Other expenses (24a–d)Programs $34,539 · Management $25 · Fundraising $120$34,684
IX-25 Total functional expensesPrograms $275,806 · Management $25,696 · Fundraising $1,088$302,590
Part X · Balance sheet $1,048,014 assets, 7 lines filed
X-2 Savings and temporary cash investmentsStart of year $506,810$512,630
X-10c Land, buildings and equipment, netStart of year $590,997$535,384
X-16 Total assetsStart of year $1,097,807$1,048,014
X-25 Other liabilitiesStart of year $699$1,947
X-26 Total liabilitiesStart of year $699$1,947
X-32 Total net assets or fund balancesStart of year $1,097,108$1,046,067
X-33 Total liabilities and net assetsStart of year $1,097,807$1,048,014
Part XI · Reconciliation of net assets $1,046,067 net assets at year end
XI-1 Total revenue$251,549
XI-2 Total expenses$302,590
XI-3 Revenue less expenses−$51,041
XI-4 Net assets at start of year$1,097,108
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,046,067

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

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