2026-03-30T12:28:43-05:00 2025-06-30 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 3001 SUMMER STREET 5TH FLOOR EAST STAMFORD CT 06905 990 2024-07-01 060662194 WILTON LIBRARY ASSOCIATION INC WILT 2037623950 137 OLD RIDGEFIELD ROAD WILTON CT 06897 CAROLINE MANDLER EXECUTIVE DIRECTOR 2037623950 2026-03-30 1 1 EVA MRUK P00543254 2033232400 2026-03-30 2024 2025-03-06 01:10:19Z CAROLINE MANDLER 137 OLD RIDGEFIELD ROAD WILTON CT 06897 5208140 0 X WWW.WILTONLIBRARY.ORG X 1916 CT WE ARE THE CULTURAL AND INTELLECTUAL CENTER OF WILTON. WE INFORM, ENRICH, CONNECT, AND INSPIRE OUR COMMUNITY. 20 20 47 201 0 0 3761116 3800569 26285 13600 126372 263223 100581 79488 4014354 4156880 1464 395 0 0 2581245 2743505 0 0 258628 1426143 1494349 4008852 4238249 5502 -81369 11729832 11764971 77236 49119 11652596 11715852 X TO PROVIDE A LIFETIME OF DISCOVERY AT THE HEART OF THE COMMUNITY, MEETING THE NEEDS OF THOSE WE SERVE BY INFORMING AND INSPIRING MINDS, AND ENRICHING AND CONNECTING LIVES. THE ORGANIZATION PROVIDES RELEVANT AND HIGH-QUALITY COLLECTIONS, PROGRAMS, AND SERVICES TO THOSE WHO LIVE AND WORK IN WILTON, SERVING AS THE TOWN'S CULTURAL AND LIFELONG LEARNING CENTER. AS A PRIVATE ENTITY SERVING THE PUBLIC GOOD, THE LIBRARY ASSOCIATION LEVERAGES PUBLIC SUPPORT WITH INDIVIDUAL, CORPORATE, AND FOUNDATION FUNDING IN PURSUIT OF ITS GOALS. 0 0 3413377 395 131376 WILTON LIBRARY ("LIBRARY") HAS SERVED AS THE PRINCIPAL PUBLIC LIBRARY FOR THE TOWN SINCE 1895. THE LIBRARY AND ITS CONTENTS ARE OWNED BY WILTON LIBRARY ASSOCIATION, INC., WHICH IS GOVERNED BY A BOARD OF TRUSTEES OF 20-24 MEMBERS. APPROXIMATELY THREE QUARTERS OF THE TRUSTEES ARE ELECTED DIRECTLY BY THE MEMBERS OF THE ASSOCIATION AND UP TO ONE QUARTER ARE NOMINATED BY THE BOARD OF SELECTMEN PRIOR TO THEIR ELECTION BY ASSOCIATION MEMBERS. SINCE 1919, THE LIBRARY HAS RECEIVED PARTIAL FUNDING FROM THE TOWN. CURRENTLY APPROXIMATELY 75% OF THE ANNUAL BUDGET IS FUNDED BY AN APPROPRIATION FROM THE TOWN'S GENERAL FUND. THE BOARD CARRIES OUT AN ANNUAL APPEAL CAMPAIGN FOR THE PURCHASE OF ALL LIBRARY COLLECTION MATERIALS. THE REMAINDER OF OPERATING COSTS AND SOME MAJOR CAPITAL EXPENDITURES ARE FUNDED BY THE ASSOCIATION THROUGH FUND RAISING EVENTS, SPONSORSHIPS, GRANTS AND FEES. NINETY PERCENT OF THE CONSTRUCTION COST OF THE LIBRARY BUILDING, IN 1973, CAME FROM PRIVATE DONATIONS. THE BALANCE WAS PAID FOR WITH FEDERAL REVENUE SHARING FUNDS. IN RESPONSE TO GROWING USE OF ITS FACILITY AND SERVICES, THE LIBRARY COMPLETED AN $11.4 MILLION EXPANSION AND RENOVATION IN MARCH 2006. FUNDING FOR THE PROJECT INCLUDED $4.8 MILLION FROM BONDING AUTHORIZED BY THE TOWN MEETING IN MAY 2003. ADDITIONAL FUNDS CAME FROM THE STATE OF CONNECTICUT IN THE AMOUNT OF $500,000, PRIVATE DONATIONS IN THE AMOUNT OF $6.1 MILLION, AND PLEDGE PAYMENTS OF $6,065,400 NOT INCLUDING THE GRANT. A PURCHASE OF ADJACENT PROPERTY IN 1996 ENABLED THE EXPANSION TO BE LOGISTICALLY FEASIBLE. IT WAS FINANCED WITH $305,000 OF TOWN BONDS. THE LIBRARY HAS REIMBURSED THE TOWN FOR THIS DEBT SERVICE. THE LIBRARY IS LOCATED IN THE HEART OF WILTON CENTER. CURRENTLY, 789,399 PRINT AND AUDIOVISUAL RESOURCES, ELECTRONIC DATABASES, PRINT AND ONLINE MAGAZINES, NEWSPAPERS, DVDS, VIDEOS, MUSIC CDS, PUZZLES AND OTHER ITEMS COMPRISE ITS LENDING COLLECTIONS. ADDITIONALLY, THE LIBRARY OFFERS A COLLECTION OF DOWNLOADABLE E-BOOKS, AUDIOBOOKS, MAGAZINES, TUTORIALS, STREAMING MUSIC, AND STREAMING MOVIES. THE LIBRARY WAS VISITED BY 229,644 PEOPLE TO USE MATERIALS AND COMPUTERS OR ATTEND PROGRAMS FROM JULY 2024 THROUGH JUNE 2025. OVER THE SAME PERIOD, THERE WERE 54,312 VISITS TO THE LIBRARY'S WEBSITE, WHICH INCLUDED LOCATING, RESERVING, AND RENEWING ITEMS, DOWNLOADING AND STREAMING MUSIC AND LITERATURE, USING ELECTRONIC DATABASES AND OTHER ELECTRONIC RESOURCES, AND INTERACTING WITH ITS REFERENCE STAFF. THERE WERE 989 PROGRAMS ATTENDED BY 38,741 ADULTS, TEENS, AND CHILDREN. THESE PROGRAMS INCLUDED CONCERTS, LECTURES, TRAINING PROGRAMS, LITERARY DISCUSSIONS, STORY TIMES IN-PERSON, AS WELL AS VIA ZOOM AND YOUTUBE LIVE. PATRONS ALSO ATTENDED MAKERS' WORKSHOPS IN THE INNOVATION STATION, WHICH OFFERED 3D PRINTING, ROBOTICS, AND OTHER STEAM RELATED INITIATIVES.IN JUNE 2025, WILTON LIBRARY UNVEILED A NEW AND SIGNIFICANT PARTNERSHIP WITH ASML. AN EXPANSION OF THEIR GENEROUS SUPPORT OF THE LIBRARY OVER THE PAST SEVERAL YEARS, ASML'S PARTNERSHIP WILL NOW PROVIDE BOTH MULTI-YEAR FUNDING AS WELL AS VOLUNTEER SUPPORT FOR A VARIETY OF INITIATIVES THAT WILL ENHANCE WILTON LIBRARY'S ABILITY TO SERVE AS WILTON'S CULTURAL AND INTELLECTUAL CENTER. THE TOTAL AMOUNT OF THE GRANT IS APPROXIMATELY $810,000 OVER THREE YEARS. KEY INITIATIVES OF THE PARTNERSHIP INCLUDE FUNDING FOR AN ANNUAL JAZZ FESTIVAL, AN ASML AUTHOR SERIES, A NEW MONTHLY CHILDREN'S MUSIC PROGRAM, THE ADDITION OF A BLOOMBERG TERMINAL, A DIGITAL NAVIGATORS PROGRAM OFFERING ONE-ON-ONE TECH ASSISTANCE, ADDITIONAL FUNDING FOR THE LIBRARY'S ROBOTICS TEAM AND STAFF DEVELOPMENT, AND A VARIETY OF TECHNOLOGY ENHANCEMENTS. 3413377 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 31 0 47 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X X BRENDAN ALLEN 2037626325 137 OLD RIDGEFIELD ROAD WILTON CT 06897 CAROL JOHNSON PRESIDENT 2.00 X X 0 0 0 MARTY AVALLONE VICE PRESIDENT 2.00 X X 0 0 0 BETSY HUFFMAN SECRETARY 2.00 X X 0 0 0 PENNY MAXWELL TREASURER 2.00 X X 0 0 0 LIANNE GRISWOLD ACOSTA-RUA TRUSTEE 1.00 X 0 0 0 DANIEL DARST TRUSTEE 1.00 X 0 0 0 ROBERTO DE FEO TRUSTEE 1.00 X 0 0 0 TIM FLANAGAN TRUSTEE 1.00 X 0 0 0 MATTHEW GREENE TRUSTEE 1.00 X 0 0 0 STEPHANIE JOHNS-CLARK TRUSTEE 1.00 X 0 0 0 MARK KADUBOSKI TRUSTEE 1.00 X 0 0 0 JUNG SOO KIM TRUSTEE 1.00 X 0 0 0 JENNIFER LONGMIRE TRUSTEE 1.00 X 0 0 0 JOSEPH MAGNANO TRUSTEE 1.00 X 0 0 0 ANDREW PURCELL TRUSTEE 1.00 X 0 0 0 SARA SCLAFANI TRUSTEE 1.00 X 0 0 0 SANDY STEIN TRUSTEE 1.00 X 0 0 0 DAVID TATKOW TRUSTEE 1.00 X 0 0 0 CHRISTINE WACHTER TRUSTEE 1.00 X 0 0 0 SARA ZAWOISKI TRUSTEE 1.00 X 0 0 0 CAROLINE MANDLER EXECUTIVE DIRECTOR 35.00 X 146132 0 41625 LAUREN MCLAUGHLIN ASSISTANT DIRECTOR 35.00 X 133649 0 27299 MICHAEL BELLACOSA HEAD OF ADULT PROGRAMMING 35.00 X 103239 0 51593 383020 0 120517 3 0 1 0 0 199718 3039715 561136 6620 3800569 LIBRARY SERVICE FEES 519120 13600 13600 13600 107461 107461 29472 0 29472 29472 29472 1068613 912851 155762 155762 155762 55805 199718 129209 -73404 -73404 126976 9200 117776 117776 OTHER REVENUE 900099 5644 5644 5644 4156880 131376 0 224935 395 395 191794 76718 57538 57538 1866760 1552649 180547 133564 100879 85998 8771 6110 413233 339703 41849 31681 170839 136467 19172 15200 27600 6072 21528 16285 16285 124507 124507 135527 109461 23541 2525 137196 113424 23772 158671 123764 34907 662219 576131 86088 31751 24766 6985 REPAIRS & MAINTENANCE 143944 112277 31667 PROGRAM/CLASS COSTS 16424 16424 PUBLIC SERVICES 15202 11857 3345 ANNUAL APPEAL EXPENSES 12010 12010 13013 2764 10249 4238249 3413377 566244 258628 98206 66936 1043544 714158 5250 0 32682 37796 16608111 9349799 7461861 7258312 3088289 3687769 11729832 11764971 61416 49119 15820 0 77236 49119 X 9792788 9611204 1859808 2104648 11652596 11715852 11729832 11764971 -81369 144625 0 X X 0 1 X 1 0 X 3634175 3426962 3818079 3761116 3800569 18440901 3634175 3426962 3818079 3761116 3800569 18440901 18440901 51213 118704 111796 132994 136933 551640 5465 5925 6985 6678 5644 30697 19023238 619125 0.96940 0.97330 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 5,465. 2021 AMOUNT: $ 5,925. 2022 AMOUNT: $ 6,985. 2023 AMOUNT: $ 6,678. 2024 AMOUNT: $ 5,644. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2172586 65250 268501 40934 2465403 1879041 82500 211045 0 2172586 1624969 133200 120872 0 1879041 1648074 143370 -166475 0 1624969 1160282 162465 325327 0 1648074 0.17833 0.02067 0.80100 0 0 400000 400000 13165243 7004975 6160268 1497007 1207176 289831 1545861 1137648 408213 7258312 X 4294420 144625 9200 153825 4140595 16285 16285 4156880 4231164 9200 9200 4221964 16285 16285 4238249 PART V, LINE 4: THE LIBRARY'S ENDOWMENT FUNDS WERE ESTABLISHED TO ENSURE LONG-TERM SUPPORT FOR THE LIBRARY'S PROGRAMMING IN AREAS SUCH AS THE ARTS, LITERATURE, HISTORY, MUSIC, AND TECHNOLOGY. PART X, LINE 2: THE LIBRARY RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE LIBRARY HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE LIBRARY IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAX JURISDICTIONS FOR PERIODS PRIOR TO 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: BOOK SALES EXPENSES REPORTED ON PART VIII, LINE 10B 9,200. PART XII, LINE 2D - OTHER ADJUSTMENTS: BOOK SALES EXPENSES REPORTED ON PART VIII, LINE 10B 9,200. DECADES GALA 179563 152523 27040 10629 33403 11695 21514 GOLF/PICKLEBALL 75960 47195 28765 15913 25803 7155 3097 255523 199718 55805 26542 59206 18850 24611 129209 -73404 X X X 0 0 0 0 0 0 0 0 0 CAROLINE MANDLER EXECUTIVE DIRECTOR 146072 0 0 0 60 0 13580 0 28045 0 187757 0 0 0 LAUREN MCLAUGHLIN ASSISTANT DIRECTOR 125238 0 0 0 8411 0 8015 0 19284 0 160948 0 0 0 MICHAEL BELLACOSA HEAD OF ADULT PROGRAMMING 102843 0 0 0 396 0 9349 0 42244 0 154832 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 WILTON LIBRARY ASSOCIATION, INC. (THE "LIBRARY") HAS ONE CLASS OF MEMBERS. ANY PERSON WHO SUPPORTS THE LIBRARY IN THE CURRENT, NEXT OR PRECEDING FISCAL YEAR BY ONE OR MORE CONTRIBUTIONS OF CASH OR PROPERTY IS KNOWN AS A MEMBER OF THE CORPORATION. THE BOARD OF TRUSTEES MAY CONFER LIFE MEMBERSHIP IN THE CORPORATION ON ANY PERSON WHO HAS MADE ESPECIALLY MERITORIOUS CONTRIBUTIONS TO THE PURPOSES OF THE CORPORATION BY A MAJORITY VOTE AT ANY MEETING OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7A AT EACH ANNUAL MEETING OF THE MEMBERS, MEMBERS ELECT TRUSTEES TO SUCCEED THOSE WHOSE TERMS ARE EXPIRING BY AN AFFIRMATIVE VOTE OF A MAJORITY OF ALL MEMBERS VOTING AT THE ANNUAL MEETING OF THE MEMBERS, EXCEPT FOR THOSE TRUSTEES APPOINTED BY THE TOWN OF WILTON. IN TOTAL, UP TO SIX (6) TRUSTEES ARE APPOINTED BY THE TOWN OF WILTON. THE OFFICERS OF THE LIBRARY ARE ALSO ELECTED BY THE MEMBERS AT THE ANNUAL MEETING OF THE MEMBERS. AT EACH ANNUAL MEETING OF THE MEMBERS, MEMBERS ELECT TRUSTEES TO SUCCEED THOSE WHOSE TERMS ARE EXPIRING BY AN AFFIRMATIVE VOTE OF A MAJORITY OF ALL MEMBERS VOTING AT THE ANNUAL MEETING OF THE MEMBERS, EXCEPT FOR THOSE TRUSTEES APPOINTED BY THE TOWN OF WILTON. IN TOTAL, UP TO SIX (6) TRUSTEES ARE APPOINTED BY THE TOWN OF WILTON. THE OFFICERS OF THE LIBRARY ARE ALSO ELECTED BY THE MEMBERS AT THE ANNUAL MEETING OF THE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B EACH MEMBER SHALL BE ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED TO MEMBERS FOR ACTION. ANY TRUSTEE MAY BE REMOVED FROM THE BOARD OF TRUSTEES WITH OR WITHOUT CAUSE AT ANY TIME BY A VOTE OF TWO-THIRDS (2/3) OF THE MEMBERS PRESENT AT ANY SPECIAL MEETING OF THE MEMBERS CALLED EXPRESSLY FOR THE PURPOSE OF CONSIDERING SUCH REMOVAL. AT ALL TIMES, ANY MODIFICATION OF THE BYLAWS TO CHANGE THE VOTE REQUIRED FOR MEMBER ACTION MUST BE APPROVED BY THE MEMBERS AT ANY ANNUAL OR SPECIAL MEETING AT WHICH A QUORUM IS PRESENT. FORM 990, PART VI, SECTION B, LINE 11B THE LIBRARY HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. AFTER THE FORM 990 HAS BEEN PREPARED, IT IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE. FOLLOWING THIS REVIEW, THE RETURN IS DISTRIBUTED BY THE EXECUTIVE DIRECTOR TO THE FULL BOARD OF TRUSTEES PRIOR TO FILING THE RETURN WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C DISCLOSURE STATEMENTS ARE COMPLETED BY EACH TRUSTEE AND COLLECTED BY THE EXECUTIVE DIRECTOR ANNUALLY. THE EXECUTIVE DIRECTOR AND A DESIGNATED TRUSTEE REVIEW THE STATEMENTS TO EVALUATE WHETHER THERE ARE ANY REPORTED CONFLICTS OF INTEREST. THE EXECUTIVE COMMITTEE INFORMS THE BOARD OF TRUSTEES WHEN THE PROCESS HAS BEEN COMPLETED. WHEN ANY CONFLICT OF INTEREST IS RELEVANT TO A MATTER REQUIRING ACTION BY THE BOARD OF TRUSTEES, THE INTERESTED PERSON WILL DISCLOSE THE CONFLICT TO THE BOARD OR COMMITTEE AND THE PERSON HAVING THE POTENTIAL OR ACTUAL CONFLICT WILL NOT VOTE ON THE MATTER. MOREOVER, THE PERSON HAVING A CONFLICT WILL LEAVE THE MEETING AND WILL NOT PARTICIPATE IN THE FINAL DELIBERATION OR DECISION REGARDING THE MATTER UNDER CONSIDERATION. HOWEVER, THAT PERSON MAY PROVIDE THE BOARD OR COMMITTEE WITH ANY AND ALL RELEVANT INFORMATION BEFORE LEAVING. THE MINUTES OF THE MEETING OF THE BOARD OR COMMITTEE WILL REFLECT THAT THE CONFLICT OF INTEREST WAS DISCLOSED AND THAT THE INTERESTED PERSON WAS NOT PRESENT DURING THE FINAL DISCUSSION OR VOTE AND DID NOT VOTE. WHEN THERE IS A DOUBT AS TO WHETHER A CONFLICT OF INTEREST EXISTS, THE MATTER WILL BE RESOLVED BY VOTE OF THE DISINTERESTED PERSON(S) OF THE BOARD OF TRUSTEES OR ITS COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION HAS A HUMAN RESOURCES COMMITTEE, WHICH MAKES AN ANNUAL RECOMMENDATION FOR THE EXECUTIVE DIRECTOR'S COMPENSATION. THE COMMITTEE USES THE STATE LIBRARY COMPENSATION SURVEY AND ANNUAL EVALUATION OF PERFORMANCE TO DETERMINE THE PROPOSED COMPENSATION TO THE BOARD. FOLLOWING DISCUSSION IN EXECUTIVE SESSION, THE BOARD VOTES ON THE COMPENSATION PACKAGE IN OPEN SESSION, WITH THE RESULTS OF THE VOTE RECORDED IN THE MINUTES. THE COMPENSATION REVIEW PROCESS WAS LAST UNDERTAKEN IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE LIBRARY MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE FORM 990 IS AVAILABLE ON THE LIBRARY'S WEBSITE, AS WELL AS ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE LIBRARY DIRECTLY. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A FINANCE COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.