The Friends of the Upton Town Library Trust Inc

Nonprofit profile at a glance

EIN
043542526
IRS 990-EZ coverage
2022–2025
Forms available
Form 990 2021, Form 990-EZ 2025
Location
Upton, MA, USA
Phone
5085290091
Rating
72
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Fund Raising and/or Fund Distribution

Official website

Reported finances

Revenue
$15,933
Expenses
$8,004
Assets
$86,738
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

4 people listed

Executive titles in this filing

  • Alisa Bernat (President)
  • Cindy Plutnicki (Vice President)

People named in this filing

  • Alisa Bernat (President)
  • Cindy Plutnicki (Vice President)
  • Anthony Adcock (Treasurer)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The Friends of the Library were organized in 2007 to assist the Upton Town Library in its mission to provide support and services to the greater community. The Friends participate and encourage cultural, educational and entertainment programs to help provide funds for Library materials, equipment and services beyond the scope of the Library's operating budget.

What it reported doing in 2025

Children's Programs - The Friends sponsored several children's events during the 2025 fiscal year including art/games supplies, entertainment for summer reading program kickoff and ice-cream for the end of summer reading celebration.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - The filed numbers largely add up and a large share of total spending goes to programs. A relatively small share of available resources goes toward mission work and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 65
  • Transparency & Controls: 82
  • Sustainability: 84
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 57.8%; rating input score 58
  • Program expense ratio: 75.8%; rating input score 76

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 49.8%; rating input score 90; 90th percentile among comparable filings
  • Total-asset coverage ratio: 10.84; rating input score 92; 92nd percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 1.7% per year; rating input score 100; 52nd percentile among comparable filings
  • Revenue growth: -0.2% per year; rating input score 0; 49th percentile among comparable filings
  • Asset growth: 0.2% per year; rating input score 100; 39th percentile among comparable filings

Details

  • Where the money goes: 57.8% of revenue deployed · 75.8% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $6K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 4 filing years from 2022 to 2025
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Financial Efficiency: Mission deployment rate scored 58/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.