Upper Moreland Free Public Library

Nonprofit profile at a glance

EIN
231603669
IRS 990 coverage
2010–2024
Forms available
Form 990 2024
Location
Willow Grove, PA, USA
Phone
2156590741
Rating
85
Verdict
STRONG
Rating confidence
Moderate

Official website

Reported finances

Revenue
$1,062,562
Expenses
$1,041,722
Assets
$847,901
Liabilities
$16,015

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

10 people listed

Executive titles in this filing

  • MOUREEN WENIK (PRESIDENT)

Highest reported compensation

  • CATHERINE GILMORE-CLOUGH (EXECUTIVE DI): $114,879 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Community resource upper moreland free public library (umfpl) strives to exceed the informational, recreational, social, cultural & technological needs of all residents. Our mission is to bring people together by providing free & equitable access to diverse resources, fostering life-long learning & promoting cultural enrichment in a fiscally responsible manner. We value courteous & knowledgeable staff members responsive to the changing needs of the residents of the community; exceptional, constantly evolving collections of resources, services & programs free to the residents of the community; serving a diverse population with a wide range of needs & expectations representing all points of view; creating opportunities for people to build neighborly connections; a dynamic, comfortable & welcoming facility utilized by all populations of the community; contributions of community volunteers; the trust placed in us as good stewards of the community's resources; patron confidentiality.

What it reported doing in 2024

Umfpl provides services and resources to meet the informational and recreational needs of all library users from our community and surrounding areas through collections, programs, and services. During 2024, the library expanded library collections of digital items available as well as non- traditional physical items, such as kits, equipment, puzzles, and games. Educational and informational programming for all ages was held throughout the year including story hours and parenting workshops for caregivers and children birth through preschool; as well as arts, science, and literacy programs for school-age youth; and instructional or educational events for adults of all ages. The library is open to the public seven days a week for a total of 56 hours allowing patrons to attend in-person programs; browse the collections; use public wi-fi, computers or printers; hold meetings or work independently.

Operating model

Revenue model
Grant-funded. 94% of the money available for current operations came from government grants.
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

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 83
  • Transparency & Controls: 86
  • Accountability: 95
  • Sustainability: 42
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 82.3%; rating input score 82
  • Program expense ratio: 83.9%; rating input score 84
  • Fundraising efficiency: $71.32 raised per $1 spent on fundraising; rating input score 83; 83rd percentile among comparable filings

Transparency & Controls

  • Consistency checks: 92.3%; rating input score 92; 16th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 7 of 8 controls in place; rating input score 88
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 2%; rating input score 42; 42nd percentile among comparable filings
  • Total-asset coverage ratio: 0.81; rating input score 36; 36th percentile among comparable filings
  • Liabilities to assets ratio: 0.02; rating input score 63; 63rd percentile among comparable filings
  • Officer compensation ratio: 11%; rating input score 33; 33rd percentile among comparable filings

Growth

  • Program expense growth: 1.7% per year; rating input score 100; 25th percentile among comparable filings
  • Revenue growth: 2.5% per year; rating input score 100; 28th percentile among comparable filings
  • Asset growth: 2.5% per year; rating input score 100; 27th percentile among comparable filings

Details

  • Where the money goes: 82.3% of revenue deployed · 83.9% of spending went to programs
  • Governance: 9 of 9 board members independent · 7 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $874K in reported program spending
  • Leadership: top reported pay $115K · 10 people listed
  • Consistency: 27 of 28 current checks pass · 1 finding to review
  • Schedules: 4 filed schedules · includes major donors
  • Filing history: 14 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • 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.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

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

  • Moderate — Sustainability: Operating margin scored 42/100.
  • Review — Accountability: Governance controls: Other executive compensation review process not reported.
  • Moderate — Sustainability: Total-asset coverage ratio scored 36/100.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
  • Moderate — Sustainability: Officer compensation ratio scored 33/100.