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Public Library for Union County FY2020 filing

Tax-deductible

Lewisburg, PA501(c)(3)Education EIN 23-2208061Revenue $1.3M in FY2020

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.
70¢ of each $1 spent went to programs.
$61K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · 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
70%
of spending
Fine: 70% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$61K
to officers and key staff · 9% of spending
Looks good: pay to officers and key staff is 9% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
1 mo
of spending, in cash
Plus $3.1M in investments, Pt X · Ln 11–13
Fine: 1.4 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
$443K
7% of total assets
Looks good: liabilities are 7% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.3M
Spent
$682K
To programs
70%
Net assets
$5.6M
By yearFY2020–FY2024
Revenue
$1.3M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$1.3M
FY2021$2.0M
FY2022$840K
FY2023$691K
FY2024$785K
Expenses
$682K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$682K
FY2021$693K
FY2022$868K
FY2023$909K
FY2024$932K
Net assets
$5.6M
FY2020
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 FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 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 Dec 1981.

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

Where the money goes

70 cents of each dollar spent went to programs.

Program services 70% · $477K Management & general 24% · $164K Fundraising 6% · $42K

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

9 people listed on the 990; $61K paid to officers and key staff.

Part VII, Section A · reportable compensation
Roberta Greene
Library Director
$61,173Pt VII · Sec A
Sabra Karr
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
Amy Smalt
Director
$0Pt VII · Sec A
Don Adams
President
$0Pt VII · Sec A
$0Pt VII · Sec A
$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 · $477K · in their own filed words · FY2020
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…

$477Kprogram 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 FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.3M
Ln 12
Gifts and grantsLn 1h$1.0M
Investment incomeLn 3$196K
Other incomeLn 4–11$38K
Money outPt IX
$682K
Ln 25
Programscol B$477K
Managementcol C$164K
Fundraisingcol D$42K
Owns and owesPt X
$5.6M
net assets · Ln 32
Cash and savingsLn 1–2$80K
Total assetsLn 16$6.0M
LiabilitiesLn 26$443K
PeoplePt VI, VII
9
listed · VII A
PaidVII A1
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.0M
Government grantsLn 1e$372K
Fees for servicesLn 2g$11K
Investment incomeLn 3$196K
Other incomeLn 4–11$38K
Gains on assetsLn 7$142K
Total revenueLn 12$1.3M
Assets in detailPt X, end of year
CashLn 1$32K
SavingsLn 2$48K
Cash and savings togetherLn 1–2$80K
InvestmentsLn 11–13$3.1M
Land, buildings, equipmentLn 10c$1.7M
Other assetsLn 15$862K
Total assetsLn 16$6.0M
LiabilitiesLn 26$443K
Net assetsLn 32$5.6M
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 FY20End FY20
Cash and savingsLn 1–2$86K$80K
InvestmentsLn 11–13$2.8M$3.1M
Land, buildings, equipmentLn 10c$1.7M$1.7M
Total assetsLn 16$4.8M$6.0M
LiabilitiesLn 26$41$443K
Net assetsLn 32$4.8M$5.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$26K$26K
Pay of current officers, directors and key staffLn 5$61K$7K$44K$10K
Other salaries and wagesLn 7$229K$201K$28K
Other employee benefitsLn 9$46K$33K$11K$2K
Payroll taxesLn 10$24K$17K$6K$813
Accounting feesLn 11c$6K$6K
Professional fundraising feesLn 11e$20K$20K
Investment management feesLn 11f$22K$22K
Other fees for servicesLn 11g$10K$10K
Office expensesLn 13$2K$1K$181$179
Conferences, conventions and meetingsLn 19$39$39
InterestLn 20$644$644
Depreciation, depletion and amortizationLn 22$85K$64K$17K$4K
InsuranceLn 23$9K$7K$904$903
Other expenses (24a–d)Ln 24$120K$107K$10K$3K
All other expensesLn 24e$21K$12K$7K$961
Total functional expensesLn 25$682K$477K$164K$42K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $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 Viewing $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 FY2020 990 (6 parts)
Part I · Summary $1,275,773 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $384,061$1,031,312
I-9 Program service revenuePrior year $26,931$11,201
I-10 Investment incomePrior year $68,229$195,677
I-11 Other revenuePrior year $135,403$37,583
I-12 Total revenuePrior year $614,624$1,275,773
I-13 Grants and similar amounts paidPrior year $0$26,251
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $377,387$359,989
I-16a Professional fundraising feesPrior year $0$20,100
I-17 Other expensesPrior year $326,254$275,960
I-18 Total expensesPrior year $703,641$682,300
I-19 Revenue less expensesPrior year −$89,017$593,473
Part VI · Governance 8 of 8 board members independent, no flags
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
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 $1,275,773 across 10 lines filed
VIII-1a Federated campaigns$4,376
VIII-1e Government grants$371,708
VIII-1f All other contributions, gifts and grants$655,228
VIII-1h Total contributions, gifts and grants$1,031,312
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $11,201$11,201
VIII-3 Investment incomeExcluded from tax $53,505$53,505
VIII-7 Net gain or loss on sales of assetsExcluded from tax $142,172$142,172
VIII-8 Net income from fundraising eventsExcluded from tax $37,232$37,232
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $351$351
VIII-12 Total revenueRelated to mission $11,201 · Unrelated business $0 · Excluded from tax $233,260$1,275,773
Part IX · Statement of functional expenses $682,300 across 16 lines filed
IX-1 Grants to domestic organizationsPrograms $26,251$26,251
IX-5 Pay of current officers, directors and key staffPrograms $7,341 · Management $43,957 · Fundraising $9,875$61,173
IX-7 Other salaries and wagesPrograms $201,475 · Management $27,778$229,253
IX-9 Other employee benefitsPrograms $32,806 · Management $11,270 · Fundraising $1,551$45,627
IX-10 Payroll taxesPrograms $17,210 · Management $5,913 · Fundraising $813$23,936
IX-11c Accounting feesManagement $6,305$6,305
IX-11e Professional fundraising feesFundraising $20,100$20,100
IX-11f Investment management feesManagement $22,105$22,105
IX-11g Other fees for servicesManagement $10,306$10,306
IX-13 Office expensesPrograms $1,445 · Management $181 · Fundraising $179$1,805
IX-19 Conferences, conventions and meetingsPrograms $39$39
IX-20 InterestManagement $644$644
IX-22 Depreciation, depletion and amortizationPrograms $63,941 · Management $17,051 · Fundraising $4,262$85,254
IX-23 InsurancePrograms $7,233 · Management $904 · Fundraising $903$9,040
IX-24 Other expenses (24a–d)Programs $106,894 · Management $9,717 · Fundraising $3,240$119,851
IX-24e All other expensesPrograms $12,159 · Management $7,491 · Fundraising $961$20,611
IX-25 Total functional expensesPrograms $476,794 · Management $163,622 · Fundraising $41,884$682,300
Part X · Balance sheet $5,993,665 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $55,313$31,662
X-2 Savings and temporary cash investmentsStart of year $30,859$48,309
X-4 Accounts receivableStart of year $50,000$301,267
X-9 Prepaid expenses and deferred chargesStart of year $7,858$8,673
X-10c Land, buildings and equipment, netStart of year $1,743,589$1,658,335
X-11 Publicly traded securitiesStart of year $2,779,678$3,083,844
X-15 Other assetsStart of year $138,979$861,575
X-16 Total assetsStart of year $4,806,276$5,993,665
X-17 Accounts payable and accrued expensesStart of year $41$192,382
X-26 Total liabilitiesStart of year $41$442,967
X-27 Net assets without donor restrictionsStart of year $4,438,529$4,945,814
X-28 Net assets with donor restrictionsStart of year $367,706$604,884
X-32 Total net assets or fund balancesStart of year $4,806,235$5,550,698
X-33 Total liabilities and net assetsStart of year $4,806,276$5,993,665
Part XI · Reconciliation of net assets $5,550,698 net assets at year end
XI-1 Total revenue$1,275,773
XI-2 Total expenses$682,300
XI-3 Revenue less expenses$593,473
XI-4 Net assets at start of year$4,806,235
XI-5 Net unrealized gains (losses) on investments$150,990
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$5,550,698

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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