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Public Library for Union County

Tax-deductible

Lewisburg, PA501(c)(3)Education EIN 23-2208061Revenue $785K in FY2024

On file with the IRSunioncountylibraries.org255 Reitz Blvd, 17837-9208 · Lewisburg, PATax-exempt since Dec 1981Publicly supported charity — 170(b)(1)(A)(vi)

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The Public Library for Union County offers free, Public access to all of its Library resources. The library's collections and services are developed and maintained for the education, intellectual stimulation, and pleasure of all residents of the surrounding communities. Library materials and programs reflect a committment to enriching and enhancing the lives of all patrons.

501(c)(3) charity; gifts are tax-deductible.
73¢ of each $1 spent went to programs.
Run by 9 volunteers and 19 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

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FY2024 · 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
2 of 5
filings with a surplus
Average surplus $296K a year · 27% of revenue · last 5 filings
Worth a look: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
73%
of spending
Fine: 73% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$78K
to officers and key staff · 8% of spending
Top officer’s pay higher than 70% of similar orgs
Looks good: pay to officers and key staff is 8% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Plus $4.9M in investments, Pt X · Ln 11–13
Fine: 2.5 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $15K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$62K
0.8% of total assets
Looks good: liabilities are 1% 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
$785K
+14% vs prior year
Spent
$932K
To programs
73%
Net assets
$7.9M
By yearFY2020–FY2024
Revenue
$785K
FY2024▲ +14%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.3M
FY2021$2.0M
FY2022$840K
FY2023$691K
FY2024$785K
Expenses
$932K
FY2024▲ +3%
Tap a bar for its year
Expenses by fiscal year
FY2020$682K
FY2021$693K
FY2022$868K
FY2023$909K
FY2024$932K
Net assets
$7.9M
FY2024▲ +1%
Tap a bar for its year
Net assets by fiscal year
FY2020$5.6M
FY2021$7.2M
FY2022$7.5M
FY2023$7.8M
FY2024$7.9M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Dec 1981.

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

Where the money goes

73 cents of each dollar spent went to programs.

Program services 73% · $677K Management & general 24% · $222K Fundraising 4% · $33K

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

17 people listed on the 990; $78K paid to officers and key staff.

Part VII, Section A · reportable compensation
Alex Schwartzman
Library Director
$77,853Pt VII · Sec A
Ilene Ladd
Vice President
$0Pt VII · Sec A
Bob Fortuna
Treasurer
$0Pt VII · Sec A
Diane Meixell
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Amy Henschel
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Alex Schwartzman’s $78K as Library Director is at the 70th percentile of top reported officer pay among 1612 $100K–1M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Roberta Greene——$24,282$83,880$61,173
Alex Schwartzman$77,853$82,380$52,413——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Public Library for Union County 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

Provides free access to library resources for education, enrichment, and pleasure.

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Provided by the organization

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1 program · $677K · in their own filed words · FY2024
01

The public library for union county offers free public access to its collection of books, periodicals, audio-visual materials and research databases. In addition, the library administers educational programs and community outreach services designed to improve the overall literary education and quality of life of citizens residing in…

$677Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2025
First Community Foundation Partnership of PennsylvaniaFY2025$15K
Total grants receivedfrom 1 funder$15K
Grants paid · 3 grants · $116K · 2020–2022
Union County Library SystemPA · FY2022$63,206
Union County Library SystemPA · FY2021$26,524
Union County Library SystemPA · FY2020$26,251

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$785K
Ln 12
Gifts and grantsLn 1h$374K
Investment incomeLn 3$262K
Other incomeLn 4–11$124K
Money outPt IX
$932K
Ln 25
Programscol B$677K
Managementcol C$222K
Fundraisingcol D$33K
Owns and owesPt X
$7.9M
net assets · Ln 32
Cash and savingsLn 1–2$194K
Total assetsLn 16$8.0M
LiabilitiesLn 26$62K
PeoplePt VI, VII
17
listed · VII A
PaidVII A1
Voting boardVI 1a12
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$374K
Government grantsLn 1e$251K
Fees for servicesLn 2g$26K
Investment incomeLn 3$262K
Other incomeLn 4–11$124K
Gains on assetsLn 7$172K
Total revenueLn 12$785K
Assets in detailPt X, end of year
CashLn 1$164K
SavingsLn 2$31K
Cash and savings togetherLn 1–2$194K
InvestmentsLn 11–13$4.9M
Land, buildings, equipmentLn 10c$2.9M
Total assetsLn 16$8.0M
LiabilitiesLn 26$62K
Net assetsLn 32$7.9M
OperationsPt I, VI
EmployeesI 519
VolunteersI 69
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 FY24End FY24
Cash and savingsLn 1–2$140K$194K
InvestmentsLn 11–13$4.7M$4.9M
Land, buildings, equipmentLn 10c$2.9M$2.9M
Total assetsLn 16$7.8M$8.0M
LiabilitiesLn 26$22K$62K
Net assetsLn 32$7.8M$7.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$67K$8K$48K$11K
Other salaries and wagesLn 7$359K$298K$58K$3K
Other employee benefitsLn 9$90K$65K$22K$3K
Payroll taxesLn 10$35K$25K$9K$1K
Accounting feesLn 11c$12K$12K
Investment management feesLn 11f$24K$24K
Other fees for servicesLn 11g$6K$6K
Office expensesLn 13$2K$1K$176$176
TravelLn 17$744$744
Depreciation, depletion and amortizationLn 22$114K$85K$23K$6K
InsuranceLn 23$11K$8K$1K$1K
Other expenses (24a–d)Ln 24$182K$162K$14K$6K
All other expensesLn 24e$29K$23K$6K$589
Total functional expensesLn 25$932K$677K$222K$33K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $785K$932K−$147K$7.9M 990 PDF
FY2023 $691K$909K−$218K$7.8M 990 PDF
FY2022 $840K$868K−$28K$7.5M 990 PDF
FY2021 $2.0M$693K$1.3M$7.2M 990 PDF
FY2020 $1.3M$682K$593K$5.6M 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 FY2024 990 (6 parts)
Part I · Summary $785,317 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $337,352$374,157
I-9 Program service revenuePrior year $21,523$25,987
I-10 Investment incomePrior year $210,525$261,511
I-11 Other revenuePrior year $121,241$123,662
I-12 Total revenuePrior year $690,641$785,317
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $518,898$551,470
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $390,172$380,569
I-18 Total expensesPrior year $909,070$932,039
I-19 Revenue less expensesPrior year −$218,429−$146,722
Part VI · Governance 12 of 12 board members independent, no flags
VI-1a Voting members of the governing body12
VI-1b Independent voting members12
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 $785,317 across 10 lines filed
Lines not itemized here account for $1,461 of total revenue; see the IRS return.
VIII-1a Federated campaigns$2,815
VIII-1e Government grants$250,998
VIII-1f All other contributions, gifts and grants$120,344
VIII-1h Total contributions, gifts and grants$374,157
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $25,987$25,987
VIII-3 Investment incomeExcluded from tax $89,208$89,208
VIII-7 Net gain or loss on sales of assetsExcluded from tax $172,303$172,303
VIII-8 Net income from fundraising eventsExcluded from tax $118,354$118,354
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $3,847$3,847
VIII-12 Total revenueRelated to mission $27,448 · Unrelated business $0 · Excluded from tax $383,712$785,317
Part IX · Statement of functional expenses $932,039 across 13 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $8,033 · Management $47,528 · Fundraising $11,380$66,941
IX-7 Other salaries and wagesPrograms $298,179 · Management $57,666 · Fundraising $3,100$358,945
IX-9 Other employee benefitsPrograms $64,981 · Management $22,324 · Fundraising $3,072$90,377
IX-10 Payroll taxesPrograms $25,314 · Management $8,697 · Fundraising $1,196$35,207
IX-11c Accounting feesManagement $11,960$11,960
IX-11f Investment management feesManagement $24,188$24,188
IX-11g Other fees for servicesManagement $5,787$5,787
IX-13 Office expensesPrograms $1,408 · Management $176 · Fundraising $176$1,760
IX-17 TravelPrograms $744$744
IX-22 Depreciation, depletion and amortizationPrograms $85,496 · Management $22,799 · Fundraising $5,700$113,995
IX-23 InsurancePrograms $8,416 · Management $1,052 · Fundraising $1,053$10,521
IX-24 Other expenses (24a–d)Programs $161,675 · Management $14,131 · Fundraising $6,388$182,194
IX-24e All other expensesPrograms $22,850 · Management $5,981 · Fundraising $589$29,420
IX-25 Total functional expensesPrograms $677,096 · Management $222,289 · Fundraising $32,654$932,039
Part X · Balance sheet $7,953,928 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $95,733$163,756
X-2 Savings and temporary cash investmentsStart of year $44,136$30,660
X-4 Accounts receivableStart of year $71,391$12,974
X-9 Prepaid expenses and deferred chargesStart of year $8,362$8,126
X-10c Land, buildings and equipment, netStart of year $2,934,648$2,852,086
X-11 Publicly traded securitiesStart of year $3,395,303$3,478,827
X-12 Other securitiesStart of year $1,277,256$1,407,499
X-16 Total assetsStart of year $7,826,829$7,953,928
X-17 Accounts payable and accrued expensesStart of year $21,726$61,643
X-26 Total liabilitiesStart of year $21,726$61,643
X-27 Net assets without donor restrictionsStart of year $7,441,856$7,559,724
X-28 Net assets with donor restrictionsStart of year $363,247$332,561
X-32 Total net assets or fund balancesStart of year $7,805,103$7,892,285
X-33 Total liabilities and net assetsStart of year $7,826,829$7,953,928
Part XI · Reconciliation of net assets $7,892,285 net assets at year end
XI-1 Total revenue$785,317
XI-2 Total expenses$932,039
XI-3 Revenue less expenses−$146,722
XI-4 Net assets at start of year$7,805,103
XI-5 Net unrealized gains (losses) on investments$168,982
XI-9 Other changes in net assets$64,922
XI-10 Net assets at end of year$7,892,285

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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