Library Board Agenda Packet - 6:00 PM

OCONOMOWOC PUBLIC LIBRARY BOARD OF TRUSTEES REGULAR BOARD MEETING MONDAY, MARCH 16, 2026 • 6 PM LYKE MEETING ROOM OCONOMOWOC PUBLIC LIBRARY Board Members please notify the Library Administrative Coordinator at (262) 569-2193, ext. 203 or sbartholomew@oconomowoclibrary.org if you are unable to attend. AGENDA I. REGULAR ORDER OF BUSINESS A. Call to Order-A scertain Posting of Agenda-Me mbers Present B. Mi nutes of Previous Meeting C. Comments from Audience D. Finance and Statistic Reports E. Present Vouchers for Payment F. Communications and Announcements II. REPORTS A. Committee Reports (only bold committees will present) 1. Planning Committee - B. Nankee, K. Hansen Last Meeting – December 5, 2022; Next Meeting – to be scheduled 2. Nominating Committee – K. Hansen, B. Nankee, M. Wood, S. Lammers Last Meeting – May 16, 2024; Next Meeting – to be scheduled 3. Finance Committee – B. Nankee, S. Lammers, E. Ludwig, K. Kennedy Last Meeting – June 28, 2023; Next Meeting – to be scheduled 4. Operations Committee – TBD Last Meeting – September 8, 2022; Next Meeting – to be scheduled B. Library Director’s Report* 2 III. NEW BUSINESS A. Consider/Act on Approving 2025 State Annual Report and Statement of System Effectiveness B. Sweeney Group Presentation on Feasibility Study IV. BOARD REMARKS A. Board President Remarks B. Board Member Remarks V. ADJOURN * Library Director’s Report may include information on Budget/Finance, Building/Facilities, Collection Development/Reference, Communications, Continued System Involvement/Automation, Friends of OPL, Fundraising, Library Operations, Personnel/Continuing Education, Planning, Programming, and/or Public Relations. NOTICE If a person with a disability requires that the meeting be accessible or that materials at the meeting be in an accessible format, notify the Library’s Administrative Coordinator at (262) 569-2193, ext. 203 or sbartholomew@oconomowoclibrary.org, at least 48 hours in advance of the meeting to request adequate accommodations. Members of other City governmental bodies (boards, commissions, committees, council, etc.) may attend the above noticed meeting of the Oconomowoc Public Library Board of Trustees in order to gather information. The only action to be taken at the above noticed meeting will be action by the Oconomowoc Public Library Board of Trustees. 3 AGENDA REPORT MARCH 2026 NEW BUSINESS A. Consider/Act on Approving 2025 State Annual Report and Statement of System Effectiveness Every year, the Library must report to the Wisconsin Department of Public Instruction on many aspects of the Library’s finances, staffing, patron use, compliance with standards, and more. The Statement of System Effectiveness is the last page of the annual report, where I indicated that we are pleased with services provided by our library system in 2025. Both signed documents were due on February 27, so Board President Kerry Hansen signed them, per the board’s direction at the February board meeting. Now the board must consider/act on approving the documents retroactively. B. Sweeney Group presentation on Feasibility Study Sweeney Group will present results from the Feasibility Study. The report will be provided at the meeting. 4 OCONOMOWOC PUBLIC LIBRARY BOARD OF TRUSTEES REGULAR MEETING MINUTES FEBRUARY 16, 2026 MEMBERS PRESENT Melissa Howe, Matt Mulder, Dani Clarkson, Sandee Lammers, Erik Ludwig, Kerry Hansen, Melissa Wood, Kate Kennedy MEMBERS ABSENT Ben Nankee, Michele Koper STAFF PRESENT Jen Puccini REGULAR ORDER OF BUSINESS A. CALL TO ORDER-ASCERTAIN POSTING OF AGENDA-MEMBERS PRESENT Kerry Hansen called the meeting to order at 6:01 pm. Agenda was properly posted. B. MINUTES OF PREVIOUS MEETING Sandee Lammers moved to approve the minutes of the January 19, 2026 Regular Board Meeting. Dani Clarkson seconded and motion carried. C. COMMENTS FROM AUDIENCE No audience comments D. FINANCE AND STATISTIC REPORTS The January 2026 Financial Report was reviewed. The January 2026 Statistical Report was reviewed. 5 E. PRESENT VOUCHERS FOR PA YMENT Erik Ludwig moved to approve the January 2026 vouchers totaling $16,151.53. Dani Clarkson seconded and motion carried. F. COMMUNICATIONS & ANNOUNCEMENTS The newsletter and recent articles were provided at the board meeting. REPORTS A. COMMITTEE REPORTS (ON LY BOLD COMMITTEES WILL PRESENT) Planning Committee – B. Nankee, K. Hansen Last Meeting – December 5, 2022; Next Meeting – to be scheduled Nominating Committee – K. Hansen, B. Nankee, M. Wood, S. Lammers Last Meeting – May 16, 2024; Next Meeting – to be scheduled Finance Committee – B. Nankee, S. Lammers, E. Ludwig, K. Kennedy Last Meeting – June 28, 2023; Next Meeting – to be scheduled Operations Committee – TBD Last Meeting - September 8, 2022; Next Meeting – to be scheduled B. DIRECTOR’S REPORT Building/Facilities The Library has been able to add new spaces since the reference and circulation desks have been combined into one new service desk. The Library Feasibility Study with The Sweeney Group will be wrapping up in the next week or two. Operations Our Library Assistant for the youth services department position closed on February 2. A candidate was selected, which we are very excited about. Jen Pucinni and Lizzie Brazelton are in the hiring process. Jen Puccini and Jennie Fidler will be attending Public Library Association (PLA) Conference this year. Jennie Fidler won a wonderful grant through PLA to attend. 6 Programming Kids and families LOVED the stuffed animal sleepover. They were so excited when they picked up their animals Monday morning. They shared their letters with one another to show off what their stuffies did, and they were so happy that they got pictures of what they did overnight. Lots of requests to do this again next year because the families loved it so much! Jennie Fidler presented at Shorehaven Life Enrichment Center about library information, recent updates, and upcoming projects. Public Relations Jennie Fidler was interviewed on Fox6 Real Milwaukee with Angela Meyers about Memory Café https://www.fox6now.com/news/library-memory-project-memory-cafes-17-locations. NEW BUSINESS A. CONSIDER/ACT ON LETTER OF INTENT (“LOI”) FOR PABST 59 (“THE SHOPPING CENTER”). Pabst LA, LLC is offering a Letter of Intent (LOI) to lease retail space. This document is not a contract but is intended to outline the basic business terms needed to negotiate, draft and enter into a lease agreement (the “Lease”). Pabst LA, LLC (“Landlord”) is pleased to offer the following Letter of Intent (LOI). When agreed to by both parties, this letter will serve as the basis for a formal Lease document, which will contain the parties’ full agreement. Matt Mulder moved to approve the Letter of Intent (“LOI”) for Pabst 59 (“The Shopping Center”). Erik Ludwig seconded and motion carried. B. CONSIDER/ACT ON AUTHORIZING LIBRARY BOARD PRESIDENT TO SIGN STATE ANNUAL REPORT AND STATEMENT OF SYSTEM EFFECTIVENESS The Library Board will not meet again before the state annual report is due on February 27. The Library Board may authorize the President to sign on the Board’s behalf, with the board then approving the annual report at the meeting in March. Kate Kennedy moved to apporve Authorizing Library Board President to Sign State Annual Report and Statement of System Effectiveness. Sandee Lammers seconded and motion carried. 7 C. ACT ON PROPOSED LIBRARY STANDARDS FOR WAUKESHA COUNTY LIBRARY BOARD ENDORSEMENT CONSIDERATION A new five-year County Library Services Plan was endorsed by the Committee on February 3, 2026, after a public hearing was held. Within the plan includes a proposed revision of county library standards. These proposed standards go into effect if adopted by the Waukesha County Board of Supervisors and the Waukesha County libraries, following the parameters outlined in Wis. Stat. 43.11(3)(d): The plan of library services for a county may include minimum standards of operation for public libraries in the county. The county shall hold a public hearing on any standards proposed under this paragraph. The standards shall take effect if they are approved by the county and the public library boards of at least 50 percent of the participating municipalities in the county that contain, according to the most recent estimate prepared under s. 16.96, at least 80 percent of the population of participating municipalities in the county. A vote to endorse (or not endorse) these standards is needed. Erik Ludwig moved to approve the Proposed Library Standards for Waukesha County Library Board Endorsement Consideration. Dani Clarkson seconded and motion carried. BOARD REMARKS A. BOARD PRESIDENT REMARKS Kerry Hasen advised the presentation about the future of the Library to the Oconomowoc Junior Woman’s Club at the Senior Center went well. They love it and will likely be involved. B. BOARD MEMBER REMARKS No board remarks. ADJOURN Erik Ludwig moved to adjourn the meeting at 6:48 pm. Matt Mulder seconded and the motion carried. Shannon Bartholomew, Administrative Coordinator 8 PAGE 1 $1,415,367 BUDGET $210,457 15% EXPENDED 17% YR PASSED FINANCIAL REPORT $1,204,910 85% REMAINING 83% YR REMAINING REVENUE COUNTY FUNDING ACCT JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD ACTUAL YTD BUDGET BUDGET % RECEIVED WAUKESHA 3720 - - - - - - - - - - - - - 67,300 403,799 0% INTERSYSTEM FUNDING ACCT JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD ACTUAL YTD BUDGET BUDGET % RECEIVED DODGE 3721 - - - - - - - - - - - - - 4,574 27,443 0% JEFFERSON 3721 - - - - - - - - - - - - - 16,516 99,097 0% WASHINGTON 3721 - - - - - - - - - - - - - 93 560 0% TOTAL COUNTY FUNDING 2026 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ - 88,483$ 530,900$ 0% 2025 -$ 116,745$ 882$ 184,923$ -$ -$ -$ -$ -$ 184,923$ -$ -$ 487,473$ 487,044$ 487,044$ 100% 2024 -$ 129,475$ -$ 171,279$ -$ -$ -$ -$ -$ 171,279$ -$ -$ 472,033$ 471,764$ 471,764$ 100% PUBLIC SERVICE CHARGES ACCT JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD ACTUAL YTD BUDGET BUDGET % RECEIVED FINES & FEES 6114 1,581 333 - - - - - - - - - - 1,914 746 4,478 43% COPYING 6116 714 - - - - - - - - - - - 714 398 2,388 30% ROOM RENTAL 6741 - - - - - - - - - - - - - 30 179 0% TOTAL SERVICE CHARGES 2026 2,296$ 333$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 2,629 1,174$ 7,045$ 37% 2025 1,711$ 2,729$ 1,227$ 3,708$ 1,362$ 2,421$ 1,432$ 3,311$ 2,634$ 2,136$ 939$ 2,097$ 25,707$ 22,600$ 22,600$ 114% 2024 1, 306$ 2,455$ 2,152$ 2,008$ 1,985$ 2,114$ 2,134$ 2,363$ 2,499$ 2,027$ 1,761$ 1,596$ 24,399$ 22,100$ 22,100$ 110% MISC REVENUE ACCT JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD ACTUAL YTD BUDGET BUDGET % RECEIVED SALE OF PROPERTY 8310 - - - - - - - - - - - - - - - - PCARD REBATE 8430 - - - - - - - - - - - - - 159 955 0% TOTAL MISC REVENUE 2026 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ - 159$ $955 0% 2025 -$ -$ -$ -$ -$ 606$ -$ 785$ -$ -$ 614$ 43$ 2,048$ 1,452$ 3,500$ 59% 2024 -$ -$ -$ -$ -$ 728$ -$ 730$ -$ -$ -$ 715$ 2,172$ 1,328$ 3,500$ 62% DONATIONS ACCT JAN FEB MAR APR MAY JUN JUL AUG SEP OCT N OV DEC YTD ACTUAL YTD BUDGET BUDGET % RECEIVED GENERAL 8501 - - - - - - - - - - - - - - - - TOTAL DONATIONS 2026 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ - 2025 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ - 2024 -$ -$ -$ - TOTAL DEPARTMENT REVENUE JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD ACTUAL YTD BUDGET BUDGET % RECEIVED TOTAL DEPT REVENUE 2026 2,296$ 333$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 2,629 89,817$ 538,900$ 0% 2025 1,711$ 119,474$ 2,110$ 188,631$ 1,362$ 3,027$ 1,432$ 4,096$ 2,634$ 187,059$ 1,553$ 2,140$ 515,229 513,144$ 513,144$ 100% 2024 1,796$ 143,125$ 3,088$ 164,403$ 2,214$ 2,172$ 2,355$ 2,181$ 2,831$ 164,694$ 1,607$ 2,111$ 492,576 492,383$ 492,383$ 100% CITY FUNDING J AN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD ACTUAL YTD BUDGET BUDGET % RECEIVED TOTAL CITY FUNDING 2026 108,217$ 99,611$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 207,828 146,078$ 876,468$ 24% 2025 115,124$ (23,645)$ 126,807$ (94,829)$ 86,459$ 105,535$ 99,827$ 126,807$ 92,577$ (86,848)$ 103,298$ 114,869$ 765,980 867,505$ 867,505$ 88% 2024 72,480$ 7,504$ 134,478$ (74,129)$ 89,566$ 103,382$ 94,516$ 122,122$ 96,614$ (83,577)$ 93,395$ 123,980$ 780,330 854,560$ 854,560$ 91% EXPENSES WAGES AND BENEFITS ACCT JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD ACTUAL YTD BUDGET BUDGET % EXPENDED FT SALARIES 111 44,395 40,377 - - - - - - - - - - 84,772 88,873 533,237 16% PT W/BEN 113 6,793 6,284 - - - - - - - - - - 13,078 10,684 64,102 20% PT W/OUT BEN 125 10,097 8,327 - - - - - - - - - - 18,423 25,515 153,092 12% SUNDAY HOURS 126 835 808 - - - - - - - - - - 1,643 1,470 8,819 19% LONGEVITY 133 12 6 - - - - - - - - - - 18 12 72 25% FICA 151 4,540 4,083 - - - - - - - - - - 8,623 9,665 57,988 15% WRS RETIREMENT 152 5,054 3,376 - - - - - - - - - - 8,430 7,094 42,566 20% HEALTH INSURANCE 154 19,780 13,187 - - - - - - - - - - 32,966 26,374 158,241 21% LIFE INSURANCE 155 97 97 - - - - - - - - - - 195 186 1,118 17% COMP EARNED 164 - - - - - - - - - - - - - - - - TOTAL WAGES & BENEFITS 2026 91,603$ 76,545$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 168,148$ 169,872$ 1,019,235$ 16% 2025 90,657$ 74,133$ 75,112$ 74,859$ 68,680$ 73,326$ 72,422$ 109,494$ 74,703$ 69,953$ 75,667$ 75,887$ 934,893$ 1,011,056$ 1,011,056$ 95% 2024 59,148$ 76,980$ 113,511$ 76,842$ 70,741$ 72,829$ 71,015$ 104,655$ 71,111$ 73,354$ 65,274$ 91,172$ 946,631$ 993,770$ 993,770$ 95% $396,133 BUDGET OPERATING BUDGET $42,309 10.7% EXPENDED 17% YR PASSED $353,824 89.3% REMAINING 83% YR REMAINING Oconomowoc Public Library Board of Trustees TOTAL BUDGET February 2026 9 PAGE 2OPERATING EXPENSES PURCHASED SERVICES ACCT JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD ACTUAL YTD BUDGET BUDGET % EXPENDED SERVICES NON-IT 210 1,224 1,884 - - - - - - - - - - 3,108 7,782 46,693 7% SERVICES IT 211 710 - - - - - - - - - - - 710 2,667 16,000 4% PROGRAMS 212 745 1,553 - - - - - - - - - - 2,299 2,667 16,000 14% ELECTRIC & WATER 222 2,013 1,984 - - - - - - - - - - 3,997 5,500 33,000 12% GAS & HEAT 224 - 1,842 - - - - - - - - - - 1,842 1,833 11,000 17% PHONE 225 56 56 - - - - - - - - - - 112 116 696 16% INTERNET 226 160 429 - - - - - - - - - - 589 990 5,940 10% MAINT CONT NON-IT 240 - 351 - - - - - - - - - - 351 1,052 6,310 6% MAINT CONT IT 241 - - - - - - - - - - - - - 583 3,500 0% TOTAL SERVICES 2026 4,908$ 8,099$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 13,007 23,190$ 139,139$ 9% 2025 5,258$ 7,483$ 30,046$ 10,407$ 7,578$ 8,792$ 11,610$ 12,663$ 6,342$ 9,627$ 6,657$ 16,697$ 133,161$ 134,456$ 134,456$ 99% 2024 4,356$ 30,038$ 7,863$ 8,179$ 8,371$ 10,149$ 10,139$ 10,863$ 6,998$ 5,618$ 5,836$ 11,184$ 119,595$ 129,281$ 129,281$ 93% OPERATING EXPENSES ACCT JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD ACTUAL YTD BUDGET BUDGET % EXPENDED POSTAGE 311 100 18 - - - - - - - - - - 118 60 360 33% P RINTING 313 - - - - - - - - - - - - - 67 400 0% MEMBERSHIP DUES 320 50 - - - - - - - - - - - 50 133 799 6% BOOKS 321 3,707 7,854 - - - - - - - - - - 11,561 15,333 92,000 13% SERIALS/PERIODICALS 322 4,958 231 - - - - - - - - - - 5,189 1,083 6,500 80% AUDIO VISUAL 323 465 292 - - - - - - - - - - 757 2,333 14,000 5% LIC/PERMIT 324 25 197 - - - - - - - - - - 222 540 3,240 7% E-MEDIA 325 62 62 - - - - - - - - - - 124 4,488 26,926 0% PUBLICITY 326 - 111 - - - - - - - - - - 111 83 500 22% TRAINING & TRAVEL 330 417 25 - - - - - - - - - - 442 667 4,000 11% CAR ALLOWANCE 332 17 11 - - - - - - - - - - 28 24 144 19% OPERATING SUPPLIES 340 457 2,605 - - - - - - - - - - 3,062 5,017 30,100 10% COMP/TECH EQUIPMENT 345 480 - - - - - - - - - - - 480 1,733 10,400 5% TOTAL OPERATING 2026 10,737$ 11,405$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 22,143 31,561$ 189,369$ 12% 2025 17,992$ 11,109$ 20,601$ 5,067$ 6,260$ 21,212$ 13,789$ 5,261$ 11,106$ 17,331$ 18,796$ 36,874$ 185,397$ 186,682$ 186,682$ 99% 2024 6,571$ 28,398$ 12,088$ 10,621$ 9,410$ 15,617$ 12,320$ 6,318$ 17,929$ 6, 457$ 20,582$ 31,835$ 178,147$ 181,733$ 181,733$ 98% M AINTENANCE ACCT JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD ACTUAL YTD BUDGET BUDGET % EXPENDED REPAIR/MAINT BUILDING 400 - 353 - - - - - - - - - - 353 4,183 25,100 1% REPAIR/MAINT GROUNDS 410 - - - - - - - - - - - - - - - - REPAIR/MAINT EQUIP 435 - - - - - - - - - - - - - 125 750 0% TOTAL MAINTENANCE 2026 -$ 353$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 353 4,308$ 25,850$ 1% 2025 -$ 122$ 17$ 277$ 2,375$ 2,250$ 272$ 503$ -$ 240$ 442$ 807$ 7,304$ 10,750$ 10,750$ 68% 2024 697$ 1,030$ 102$ 527$ 40$ 4,640$ 186$ 390$ 86$ 1,481$ 373$ 199$ 9,752$ 10,750$ 10,750$ 91% FIXED CHARGES ACCT JAN FEB MAR APR MAY JUN JUL A UG SEP OCT NOV DEC YTD ACTUAL YTD BUDGET BUDGET % EXPENDED TECHNOLOGY 509 892 892 - - - - - - - - - - 1,783 1,783 10,700 17% RISK MANAGEMENT 510 2,373 2,373 - - - - - - - - - - 4,746 4,746 28,475 17% COPIER LEASE 530 - 277 - - - - - - - - - - 277 433 2,600 11% TOTAL FIXED CHARGES 2026 3,265$ 3,541$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 6,806 6,963$ 41,775$ 16% 2025 2,928$ 2,982$ 3,140$ 3,193$ 2,928$ 2,982$ 3,166$ 2,982$ 3,061$ 3,061$ 3,289$ 3,441$ 37,152$ 37,705$ 37,705$ 99% 2024 3,014$ 2,989$ 3,067$ 2,989$ 2,989$ 2,989$ 2,989$ 2,989$ 2,989$ 2,819$ 3,090$ 3,084$ 35,994$ 36,390$ 36,390$ 99% JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD ACTUAL YTD BUDGET BUDGET % EXPENDED TOTAL OPERATING BUDGET 2026 18,910$ 23, 399$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 42,309 66,022$ 396,133$ 11% 2025 26,178$ 21,696$ 53,805$ 18,944$ 19,141$ 35,236$ 28,837$ 21,408$ 20,508$ 30,258$ 29,183$ 41,121$ 346,316$ 369,593$ 369,593$ 94% 2024 14,638$ 62,455$ 23,120$ 22,316$ 20,810$ 33,395$ 25,635$ 20,559$ 28,002$ 16,374$ 29,882$ 35,118$ 332,303$ 358,154$ 358,154$ 93% JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD ACTUAL YTD BUDGET BUDGET % EXPENDED TOTAL BUDGET 2026 110,513$ 99,944$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 210,457 235,895$ 1,415,367.48$ 15% 2025 116,835$ 95,829$ 128,917$ 93,803$ 87,821$ 108,562$ 101,259$ 130,903$ 95,212$ 100,211$ 104,850$ 117,009$ 1,281,209$ 1,380,649$ 1,380,649$ 93% 2024 73,786$ 139,434$ 136,630$ 99,158$ 91,551$ 106,224$ 96,649$ 125,215$ 99,113$ 89,729$ 95,156$ 126,290$ 1,278,934$ 1,351,924$ 1,351,924$ 95% 10 STATISTICAL REPORT FEBRUARY 2026 CIRCULATION EMEDIA CIRCULATION 12,357 11,838 11,598 11,288 10,766 11,223 13,119 12,934 - 12,698 12,549 - 11,784 11,559 - 15,432 15,429 - 15,002 15,133 - 13,117 13,110 - 11,908 12,487 - 12,474 12,413 - 11,268 11,401 - 10,817 10,783 - 8,495 8,474 8,449 8,404 8,224 7,803 8,649 9,556 - 8,811 8,935 - 7,784 8,007 - 10,349 10,178 - 11,693 11,100 - 10,050 9,155 - 8,106 8,600 - 8,797 8,254 - 8,262 7,499 - 8,041 7,517 - 2,792 2,550 2,638 2,812 2,542 2,377 2,993 3,240 - 2,756 2,895 - 2,497 2,911 - 3,914 4,174 - 3,903 3,866 - 3,128 3,373 - 2,498 2,998 - 2,980 2,979 - 2,735 2,634 - 2,616 2,270 - 895 1,065 1,034 1,048 838 986 1,141 1,135 - 1,062 1,166 - 765 959 - 959 1,396 - 1,179 1,515 - 1,003 1,060 - 859 1,085 - 1,107 1,042 - 971 1,070 - 879 824 - - 5,000 10,000 15,000 20,000 25,000 30,000 35,000 24,539 23,927 23,719 23,552 22,370 22,389 25,902 26,865 0 25,327 25,545 0 22,830 23,436 0 30,654 31,177 0 31,777 31,614 0 27,298 26,698 0 23,371 25,170 0 25,358 24,688 0 23,236 22,604 0 22,353 21,394 0 2024 2025 2026 2024 2025 2026 2024 2025 2026 2024 2025 2026 2024 2025 2026 2024 2025 2026 2024 2025 2026 2024 2025 2026 2024 2025 2026 2024 2025 2026 2024 2025 2026 2024 2025 2026 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec CIRCULATION BY PATRON STATISTICAL CLASS OTHER JEFF WAUK CITY OVERDRIVE 5,979 OVERDRIVE 5,796 OVERDRIVE 8,283 OVERDRIVE 5,438 OVERDRIVE 6,035 OVERDRIVE 7,654 OVERDRIVE 5,402 OVERDRIVE 6,837 OVERDRIVE 5,029 OVERDRIVE 6,631 OVERDRIVE 5,072 OVERDRIVE 6,534 OVERDRIVE 5,650 OVERDRIVE 6,575 OVERDRIVE 5,332 OVERDRIVE 6,876 OVERDRIVE 5,364 OVERDRIVE 6,759 OVERDRIVE 5,078 OVERDRIVE 6,624 OVERDRIVE 5,863 OVERDRIVE 6,915 OVERDRIVE 6,049 OVERDRIVE 6,889 OVERDRIVE 5,769 OVERDRIVE 7,081 HOOPLA 718 HOOPLA 647 HOOPLA - HOOPLA 706 HOOPLA 638 HOOPLA - HOOPLA 784 HOOPLA 713 HOOPLA 789 HOOPLA 683 HOOPLA 538 HOOPLA 663 HOOPLA 532 HOOPLA 655 HOOPLA 545 HOOPLA 663 HOOPLA 548 HOOPLA 693 HOOPLA 516 HOOPLA 629 HOOPLA 545 HOOPLA 338 HOOPLA 568 HOOPLA - HOOPLA 570 HOOPLA - - 1,000 2,000 3,000 4,000 5,000 6,000 7,000 8,000 9,000 2024 2025 2026 2024 2025 2026 2024 2025 2026 2024 2025 2026 2024 2025 2026 2024 2025 2026 2024 2025 2026 2024 2025 2026 2024 2025 2026 2024 2025 2026 2024 2025 2026 2024 2025 2026 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec OVERDRIVE & HOOPLA 11 PROGRAMS VISITS 14 16 27 30 27 31 34 36 - 29 30 - 10 12 - 33 38 - 37 42 - 17 9 - 26 34 - 38 44 - 27 40 - 18 17 - 482 510 575 939 713 766 1,663 1,554 - 919 1,127 - 1,520 962 - 4,449 4,532 - 2,800 2,463 - 1,867 1,535 - 705 1,133 - 986 1,425 - 981 1,079 - 710 896 - 3 5 3 7 5 5 7 6 - 5 4 - 10 6 - 7 8 - 11 10 - 7 5 - 5 4 - 7 7 - 5 5 - 4 3 - 28 33 13 55 16 19 55 22 - 37 9 - 129 678 - 319 276 - 166 88 - 201 308 - 42 25 - 42 21 - 13 22 - 14 16 - 8 22 27 16 16 26 24 20 - 23 16 - 19 20 - 20 23 - 18 23 - 10 20 - 16 19 - 17 19 - 12 18 - 14 17 - 106 371 338 265 244 381 276 314 - 201 382 - 306 315 - 906 1,082 - 272 541 - 128 390 - 181 292 - 267 372 - 169 281 - 260 230 - - 500 1,000 1,500 2,000 2,500 3,000 3,500 4,000 4,500 5,000 - 5 10 15 20 25 30 35 40 45 50 2024 2025 2026 2024 2025 2026 2024 2025 2026 2024 2025 2026 2024 2025 2026 2024 2025 2026 2024 2025 2026 2024 2025 2026 2024 2025 2026 2024 2025 2026 2024 2025 2026 2024 2025 2026 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec ATTENDANCE PROGRAMS OFFERED KIDS PROG TEEN PROG ADULT PROG KIDS ATTEND TEEN ATTEND ADULT ATTEND 9,484 9,830 9,911 10,288 9,275 9,826 11,275 11,165 - 11,224 11,887 - 9,143 10,138 - 14,296 14,346 - 14,525 14,108 - 12,320 11,028 - 9,550 10,990 - 11,031 11,361 - 9,635 8,975 - 8,071 8,514 - - 2,000 4,000 6,000 8,000 10,000 12,000 14,000 16,000 2024 2025 2026 2024 2025 2026 2024 2025 2026 2024 2025 2026 2024 2025 2026 2024 2025 2026 2024 2025 2026 2024 2025 2026 2024 2025 2026 2024 2025 2026 2024 2025 2026 2024 2025 2026 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec VISITS 12 REPORT DATE February 2026 ACCOUNT ACCOUNT NAME EXPENSE AP $7,836.85 210 PROF SERV NON-IT BAKER TILLY VIRCHOW KRAUSE LLP $373.06 KLEANLINE $570.00 LEGAL $208.33 PLOWING $329.16 224 GAS & HEAT WE ENERGIES $1,842.15 225 TELEPHONE AT&T $56.07 240 MAINT CONTRACT NON-IT RHYME BUSINESS PRODUCTS LLC $350.89 323 AUDIO VISUAL MIDWEST TAPE, LLC $292.13 324 LICENSES GORDON FLESCH $160.12 332 CAR ALLOWANCE PAYROLL $11.08 400 REPAIR BUILDINGS ACE HARDWARE OF OCONOMOWOC $53.27 LORLEBERGS TRUE VALUE $49.49 509 DATA PROCESSING FINANCE DEPT $891.67 510 RISK MANAGEMENT FINANCE DEPT $2,372.92 530 COPIER LEASE RHYME BUSINESS PRODUCTS LLC $276.51 PCARD $13,449.64 210 PROF SERV NON-IT DEPARTMENT OF JUSTICE $7.00 JM BRENNAN INC $396.20 212 PROGRAMS AMAZON $136.34 ETSY, INC. $10.83 ILLINOIS LIBRARY ASSOC $1,304.04 PICK N SAVE $8.97 PIGGLY WIGGLY $33.27 TARGET $59.94 226 INTERNET SPECTRUM $159.99 USCELL RECURRING $268.66 321 BOOKS AMAZON $3,278.17 BOOKS & COMPANY $430.20 INGRAM LIBRARY SERVICES $4,145.76 322 PERIODICALS CONLEY PUBLISHING GROUP $90.00 THE ATLANTIC $99.99 WSJ $40.94 324 LICENSES ADOBE INC ADOBE $36.74 325 E-MEDIA CRUNCHYROLL $12.64 DISNEY PLUS $26.24 PEACOCK TV $11.54 STARZ ENTER $11.59 330 TRAINING AND TRAVEL OCONOMWOC AREA CHAMBER OF COMMERCE $25.00 340 OPERATING SUPPLIES AMAZON $312.18 BAYSCAN TECHNOLOGIES LLC $63.71 DEMCO INC $2,196.05 JFJ DISC $33.29 400 REPAIR BUILDINGS 1000BULBS.COM $250.36 Grand Total $21,286.49 APPROVED BY: LIBRARY DIRECTOR BOARD MEMBERS 13 Bridges Library System Staff Reports March 2026 Brittany Larson – Library System Director Annual Reports: All library annual reports were submitted by DPI’s February 27th deadline. The system annual report is nearly complete and will be reviewed at the March meeting. The deadline for system annual reports is March 31 st. I want to thank Nicole Purifoy and our Waukesha County Budget Analyst Josh Selje for their assistance with the system report. The change to the new county software means that new types of reports had to be built. I have been working with Nicole and the Waukesha County Budget office to identify what reports are needed, and how to apply them to what information the state requires. Waukesha County Act 150 Update: The proposed Waukesha County 2027-2031 Standards did not pass enough of the Waukesha County Library boards to meet the population threshold per statute. More information is being gathered and then the Committee will meet again on March 16 th at 4pm at the Waukesha Public Library. Policy Discussions: I facilitated two policy discussions at the end of February that discussed library public record policies and state statutes. Adjacent County Funding: The adjacent county funding process has begun. I notified library directors of the process and organized the reimbursement forms required for the adjacent counties. I have also begun to receive adjacent county requests from libraries and have begun to organize them in preparation for the July 1 st State deadline. 2027 Budget: I have sent out the allowable costs worksheets to Waukesha County libraries to start preparing for that portion of the 2027 budget. Meetings: I have attended a variety of meetings in the last few weeks, including the mobile app technology committee meetings, Act 150 preparation meetings, system director meetings, county software meetings, five director administration consulting meetings, and a state delivery committee meeting. Mellanie Mercier – Automation Coordinator & Assistant Director Wide Area Network: On March 11th, AT&T is scheduled to install additional bandwidth to the wide area network, doubling capacity to 2GB. After the network is reconfigured later this year, requests for additional bandwidth for libraries will be placed with TEACH WI. 14 Kelly Nelson – Coordinator of Library Development Adult Services Meetup – A virtual adult services meetup was held on February 18 with 19 library staff representing 16 libraries in attendance. We discussed collection development and vendor alternatives that libraries have been trying as well as procedures for self-published books and authors. Upcoming 2026 Events • SEWI Libraries Maker Meetup, March 19 – Whitewater Public Library • SEWI Libraries Social-Emotional Learning Storytimes, March 23 – Franklin Public Library • SEWI Libraries Intergenerational & All Ages Programming Meetups o April 20 – Dwight Foster Public Library (Fort Atkinson) o April 23 – Cedarburg Public Library Professional Development • LiFT: Introduction to the Library Catalog • Niche Academy: Welcoming All: Inclusivity in Library Spaces Webinar Angela Meyers – Coordinator of Youth and Inclusive Services Inclusive Services The Oconomowoc Public Library, in partnership with Journey21, is launching the Confidence and Conversation Club, an inclusive program for teens and adults of all abilities that combines light movement, independent reading, and optional group sharing to build confidence, communication, and connection. In 2026, the club will meet every other month on the fourth Tuesday, 3:30–5:00 pm at the library. The first session (February 2026) drew six participants; staff will track attendance and participant feedback to determine whether to increase frequency and/or expand to other Bridges libraries. I presented on the Library Memory Project at the Waukesha Public Library’s Thursday morning (THAM) staff meeting with approximately 20 staff in attendance. Q&A continued until the library opened. Youth Services Kids’ Choice voting has concluded. The 2025–2026 Kids’ Choice Award winner is Restart by Gordon Korman, with runners-up Frizzy by Claribel A. Ortega and The Crossover by Kwame Alexander. This year, 2,042 students participated, logging 9,377 books read and submitting 3,824 title nominations for next year’s consideration. I facilitated a Youth Services Meet Up in February at the Town Hall Library and had 11 staff from 10 libraries attend. Please encourage your staff to attend the following Youth Services opportunities: The Community Space & Whitewater Library Visit Thursday, March 19 1:00pm The Community Space (book browsing for Summer Library Program prizes); 2:30pm Whitewater Public Library Register 15 Social-Emotional Learning in Storytime: Puppets, Props, and Play Monday, March 23 1:30-3:30pm Franklin Public Library Register Professional Development I am continuing the Waukesha County Standards of Service Excellence (SOSE) training and have completed three professional development workshops focused on customer service and public-sector ethics. Beth Bechtel – Database Management Librarian Library Visits and Meetings This month I had opportunities for in-person cataloging consultation with staff in Oconomowoc and Johnson Creek. At the virtual CAFÉ cataloger meetup, 15 attendees discussed new item record statistical codes, forthcoming changes to Library of Congress subject headings, fields to indicate AI cataloging, and heard an update from a recent CAFÉ Council meeting. In the WLA Technical Services Section virtual bi-monthly meeting, the state-wide group discussed potential training topics for future meetings and Library of Congress’ decision to make change to subject heading formats. I participated in WLA’s Library Legislative Day in Madison. Once again, it was a pleasure to talk with my representatives about the great services provided by our libraries. CAFÉ Catalog Maintenance I worked with Backstage Library Works for our quarterly update of bibliographic and authority records. Almost 8,000 bib records were edited and improved, and more than 3,400 new authority records were added to the catalog. These ongoing improvements make searching in the CAFÉ catalog function better and improve search results, especially for materials newly added to our libraries’ collections. Emily Heller – Public Communications Coordinator Tracks in the Stacks Bigfoot Hunt The systemwide summer library hunt event is returning this summer for people to visit libraries around the system to hunt for bigfoots! At each library location, visitors will learn something unique about the member library from a “Did You Know?” Bigfoot display sign. This is a great chance to promote and market something special at each library! Participants can enter to win at each library they visit. The event will run Monday, June 1 – Friday, August 21, 2026. 16 Summer Library Program I have created templates in Canva for member libraries to customize and use to promote their Bridges sponsored library performers and programs. Thank you posters for sponsors with their logos will also be available to share. I am also working on creating an accessible performance schedule to host on our website for patrons to locate performers throughout the library system. AM 620 - “What’s on Tap” Radio Interview The What’s on Tap Spotlight Interview with Waukesha Public Library went fantastic with Sandy Maxx. It aired on February 27. Listen to the interview. Check out the YouTube Short. Our next interview will be on March 24 with Angela Meyers to talk about the Library Memory Project. Fox 6 News - Wisconsin Live Desk Watertown Public Library joined Fox 6's Wisconsin Live Desk show on March 5 to share about their 2nd Annual WPL Film Festival, book clubs, and books to screen for the upcoming Oscars. Jamie and Noah did a great job! I am waiting on the clipped segment to be shared with me. Retzer Nature Center Partnership Continues in 2026 • Story Hike - Bridges is continuing our partnership with Retzer Nature Center the Spring Story Hike. The book is “What Matters” by Alison Hughes and Holly Hatam. I will assist will installation of the signs on March 31 and the story will be at Retzer from April 1-30. http://events.waukeshacounty.gov/default/Detail/2026-04-01-0600-Spring-Story-Hike-Retzer • Earth Day Celebration – Bridges will host an outreach table an Retzer’s Annual Earth Day event on Saturday, April 25. https://events.waukeshacounty.gov/default/Detail/2026-04-25-1000- Earth-Day-Celebration-Earth-Week Web Accessibility Project I will be hosting a Spring Marketing Meetup in May (date to be determined) to talk about digital accessibility for social media platforms for the Digital ADA Compliance deadline in April 2026/2027. I am working through DYNO Mapper scan reports for member libraries that requested them. I am also making edits on Bridges website. Greenleaf Media currently has our scan report to determine an estimate for remediation of the items we cannot edit ourselves. Google Interior Photo Tours Whitewater is schedule for the final photoshoot on March 20. Links to the tours will be added to the Find Your Library webpage once completed. 17 Midwest Pano will be changing their interactive tour software to comply with the updated accessibility regulations. We will migrate 12 tours to the new software system for minimal cost throughout 2026. More information to follow from Midwest Pano. In the news: - Dwight Foster Public Library receives 2026 Heart of the City award: Daily Union Article - Pewaukee librarian helps select national award for ‘Best Kids Book’: Waukesha Freeman Article - Menomonee Falls Library launches capital improvement plan for first-floor renovation: Waukesha Freeman Article - Readers rejoice: Whitewater celebrates new chapter with expanded library: TMJ4 TV Segment - 2nd WPL Film Festival set to be bigger, better: Watertown Daily Times Article News Archives Newsletter Data: Industry standard/goal is 44% Open Rate • Marketing Magic: o March 6: 55.42% Oen Rate o February 20: 62.65% Open Rate o February 6: 55.42% Open Rate • Monthly Bridges: o March: TBD o February 13: 46.88% • Monthly Legislators: o March: TBD o February 12:  Legislators: 22.22% Open Rate  Staff: 35% Open Rate 18 DIRECTOR’S REPORT MARCH 2026 FRIENDS OF OPL The Friends Book Sale will be April 17-19, 2026. Library Trustees are dues-free members of the Friends, and are welcome to shop the members-only sale, which will be Friday, April 17 from 4 to 6 pm. OPERATIONS The Library building will close at noon on Friday, April 3 (Good Friday); will be open on Saturday, April 4, and will be closed on Sunday, April 5 (Easter). PERSONNEL/CONTINUING EDUCATION New Youth Services Assistant Jess Englebrecht is doing great. She is officially trained and doing programs and working reference on her own. Lizzie Brazelton is attending the virtual Power Up Conference through UW Madison. This conference is for youth services managers and staff. PROGRAMMING Youth Services Librarian Lizzie Brazelton and Special Services Coordinator Jennie Fidler had so much fun visiting our friends at Meadow View Elementary School and celebrating Read Across America Week! We teamed up with our friends at Journey 21, Inc. to start our new Confidence and Conversation Club—an inclusive, community-centered program where teens and adults of all abilities enjoy light movement, independent reading, and supportive group sharing. Each session builds confidence, communication skills, and meaningful connection in a warm, welcoming environment where every voice matters. Our first session was incredible, and we can't wait until our next session on April 28. We will explore Community and Connection, focusing on what it means to be part of something bigger than ourselves. Participants will discuss positive ways to engage in the community such as volunteering, joining sports or activity groups, and being an inclusive peer. Through structured Turn and Talk conversations, interactive 19 DIRECTOR’S REPORT MARCH 2026 games, and a partner craft, we will practice turn-taking, active listening, and including others while continuing to build confidence and communication skills. Confidence and Conversation Club is intended for ages 15 & up. We've got some very fun spring programs and events for OPL, including: 1. Anna Katter is hoping to launch our seed library on March 20. She is working hard on getting everything all set up for it! The Seed Library is a collection of open-pollinated and heirloom seeds that you can borrow to plant and grow at home. Our seed collection depends on donations and seasonality. You’ll see different seeds available at different times, so check in frequently to see what’s available. Our Seed Library was started thanks to a generous donor. How It Works • No check out needed. • Choose the seeds you would like – no limit! • Plant them at home. • Harvest seeds from your mature plants. • Donate your seeds back to the Library to share. 20 DIRECTOR’S REPORT MARCH 2026 Donating Seeds • Donate seeds at the Checkout Desk in a labeled package along with your name and contact information. • Donations can be store bought or self-harvested (see Collecting Seeds below). • We can only accept heirloom or open-pollinated seeds. Collecting Seeds • Seeds are usually ripe about two months after the plants have flowered. • Harvest flower seeds when they are “ripe”. • Collect seeds when the plant is dry, not during wet weather. • Allow the seeds to dry further by spreading them out on a paper plate or paper towel in a warm, dry location. • Once they are completely dry, the seed should be cleaned. • If they are in pods, remove the pods. If they are in seed heads, rub them between your fingers until they are broken apart. Remove the chaff. • Store the seeds in a labeled paper envelope in a sealed glass jar. • Store all seeds in a cool, dry place. • Keep seeds for only one year to improve germination results. 2. We are continuing our Thriller Book Club, and have added a "Book Club" Book Club, which focuses on the different celebrity book club books; an America 250 Book Club, which celebrates our 250th anniversary and dives deep into American history; and our Reading Women Leaders Book Club, which focuses on different women leaders and celebrating their lives and accomplishments. 3. Teen Volunteer Applications will be launching soon for Summer Library Program. 4. We will once again be hosting our Great Library Egg Hunt on April 11. 5. We do a monthly reading challenge for all ages. The reward is a Beardie Buck which is good for $1 at the Friends of the Library Book Sale. May will be our last month of the monthly challenge before the Summer Reading Challenge starts. 6. Now that it's warming up, we will be welcoming Louie the Pug back to the library for more Paws to Read! Clementine has started doing Dragon Tales this year, and will continue to do so throughout spring. 21 Wisconsin Department of Public Instruction PUBLIC LIBRARY ANNUAL REPORT PI-2401 (Rev. 11-25) S. 43.05(4) & 43.58(6) FOR THE YEAR 2025 INSTRUCTIONS: Complete and return electronic, signed copy of the form and attachments to the library system. Confirm with the library system if printed, signed copies are required. Board-approved, signed annual reports for 2025 are due to the DPI Division for Libraries and Technology no later than March 1, 2026. I. GENERAL INFORMATION 1. Name of Library 2. Public Library System 3b. Head Librarian First Name 3c. Head Librarian Last Name 4a. Certification Grade 4b. Certification Type 5. Certification Expiration Date 6a. Street Address 6b. Mailing Address or PO Box 7. City / Village / Town 8a. ZIP 8b. ZIP4 9. County 10. Library Phone Number 11. Fax Number 12. Library E-mail Address of Director 13. Library Website URL 14. No. of Branches 15. No. of Bookmobiles Owned 16. No. of Other Public Service Outlets 17. Does your library operate a books-by-mail program? 18. Some public libraries are legally organized as joint libraries, with neighboring municipalities or a county and municipality joining to operate a library. Is your library such a joint library legally established under Wis. Stat. s. 43.53? 20. Square Footage of Public Library 21a. Did your library or a branch move to a new facility during the fiscal year? 21b. Did your library or a branch renovate or expand an existing facility during the fiscal year? 22. UEI Number HOURS OF OPERATION Standard Service with No Restrictions on Building Access Limited Service Staff Only (No interior service for the public) 19a. Winter hours open per week 19b. Number of winter weeks 19c. Summer hours open per week 19d. Number of summer weeks 19e. Total weeks per year 19f. Total hours per year for this location 200 South St. 200 South St. No No 0 0 Grade 1 08/01/2028 Regular Oconomowoc Waukesha Jennifer Puccini JNEWA1DH8F25 jpuccini@oconomowoclibrary.org No (262)569-2176 No No Oconomowoc Public Library Bridges Library System No 0 2625692193 24,000 56 0 0 14 0 0 3,178 0 0 52 0 0 oconomowoclibrary.org 63 0 0 38 0 0 53066 5299 22 PI-2401 Page 2 II. LIBRARY COLLECTIONS a. Number Owned / Leased b. Number Added 1. Books in Print 2. Physical Subscriptions 3. Physical Audio Materials 4. Physical Video Materials 5. Other Physical Materials 6. Total Physical Items in Collection Purchased solely by the Library Provided by the State 7. E-books 8. E-serials 9. E-audio 10. E-video 11. Research Databases 12. Online Learning Platforms a. E-books 3. Electronic Content Circulation Transactions b. E-serials c. E-audio d. E-video e. Children's E-materials f. Total E-materials (Only Total will display when Total ILL Transactions is listed as the Method for Counting ILL Transactions) Items Loaned to Other Libraries Provided to Items Borrowed from Other Libraries Received from Purchased via a System, Consortium or Cooperative Agreement III. LIBRARY SERVICES a. Total Circulation 1. Physical Circulation Transactions b. Children’s Materials c. Other Physical Items 2. Interlibrary Loans a. Items Loaned Provided to b. Items Received Received from Method for Counting ILL Transactions Integrated Library Systems (ILS) WISCAT Other (includes OCLC, manual tracking or other methods) 5. Overdue Fines 7. Library Visits a. Resident 4. Number of Registered Users b. Nonresident c. TOTAL a. Method 6. Reference Transactions b. Annual Count a. Method b. Annual Count a. Number of Public Use Computers 8. Uses of Public Internet Computers b. Number of Public Use Computers with internet access c. Method d. Annual Count a. Method 9. Uses of Public Wireless Internet b. Annual Count 4,015 133 93,182 4,987 Yes 45,099 Yes No Yes 30,017 Yes No 86,691 No 11,260 Yes No Yes 315 Yes No 16 Categorized ILL Transactions 45,383 26,022 154,030 4,448 45,570 26,668 6,702 Yes No Yes Yes 6,048 505 0 0 304,744 Actual Count 5,023 35,718 Survey Week(s) 14,250 No Yes Yes 7,548 93 104,682 16 6,980 480 131,614 Actual Count Actual Count 7,251 187 646 23 PI-2401 Page 3 LIBRARY PROGRAMS AND ATTENDANCE Total In-Person and Live, Virtual Statistics by Age Young Child (0-5) Child (6-11) Young Adult (12-18) Adult (19+) General Interest (all ages) Number of Programs Total Program Statistics by Program Category Total Program Views Describe the library's in-person programs: Which platforms does the library use to host the library's live, virtual programs: Describe the library's live, virtual programs: Which platforms does the library use to host the library's pre-recorded programs: Describe the library's pre-recorded programs: Total Attendance In-Person On-Site In-Person Off-Site Live, Virtual Pre-recorded Number of Programs Total Attendance 5,242 221 1,039 20 4,948 157 14,587 195 Storytimes, book clubs, various programs for different age groups No pre-recorded programs No Virtual programs YouTube 6,087 21,460 0 0 54 612 0 0 Zoom, Facebook 1,731 73 24 PI-2401 IV. LIBRARY GOVERNANCE Library Board Members. List all members of the library board as of the date of this report. List the president first. Indicate vacancies. Report changes to the Division for Libraries and Technology as they occur. When reporting such changes, indicate the departing board members. First Name Last Name City Email Address PRESIDENT 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. No. of Library Board Members Include vacancies in this count Page 4 OCONOMOWOC kerryandmatt81@hotmail.com OCONOMOWOC sandeelammers@yahoo.com OCONOMOWOC erikl.ludwig@gmail.com HARTLAND koperm@oasd.org OCONOMOWOC nankeeb@gmail.com OCONOMOWOC mmulder@oconomowoc-wi.gov NASHOTAH danilee74@gmail.com HARTLAND melwood49@yahoo.com OCONOMOWOC ktkennedy007@gmail.com SANDEE LAMMERS ERIK LUDWIG MICHELLE KOPER BEN NANKEE MATT MULDER DANI CLARKSON MELISSA WOOD KATE KENNEDY KERRY HANSEN 9 25 PI-2401 Page 5 V. LIBRARY OPERATING REVENUE Report operating revenue only. Do not report capital receipts here. 1. Local Municipal Appropriations for Library Service Only Joint libraries report more than one municipality here Municipality Type Name Amount Subtotal 1 2. County a. Home County Appropriation for Library Services Subtotal 2a a. Other County Payments for Library Services County Name Amount County Name Amount Subtotal 2b 3. State Funds a. Public Library System State Funds Description Amount Description Amount b. Funds Carried Forward from Previous Year c. Other State Funded Program Subtotal 3 4. Federal Funds Name of program—for LSTA grant awards, grant number, and project title Program or Project Amount Subtotal 4 5. Contract Income From other governmental units, libraries, agencies, library systems, etc. Name Amount Name Amount Subtotal 5 6. Other Funds Carried Forward and Expended. Do not include state aid. Report state funds in 3b above. 7. All Other Operating Income 8. Total Operating Income Add 1 through 7 9. What is the current year annual appropriation provided by governing body(ies) for the public library? 10. Was the library’s municipality exempt from the county library tax for the report year? Wis. Stat. s. 43.64(2) $0 $0 Jefferson $87,631 Dodge $29,114 $117,883 Washington $882 Racine $83 Walworth $173 Ozaukee $0 $369,590 Yes $0 $0 $867,505 Oconomowoc City $867,505 $876,067 $0 $27,755 $0 0 eContent Grant $3,448 Innovation Grant $3,060 Adult Program Grant $500 $7,008 $1,389,741 26 PI-2401 Page 6 VI. LIBRARY OPERATING EXPENDITURES Report operating expenditures from all sources. Do not report capital expenditures here. 1. Salaries and Wages Include maintenance, security, plant operations 2. Employee Benefits Include maintenance, security, plant operations 3. Library Collection Expenditures 4. Contracts for Services Include contracts with other libraries, municipalities, and library systems here. Include service provider. Provider Description Type Amount Subtotal 4 5. Other Operating Expenditures 6. Total Operating Expenditures Add 1 through 5 7. Of the expenditures reported in item 6, what were operating expenditures from federal program sources? VII. LIBRARY CAPITAL REVENUE, EXPENDITURES, DEBT RETIREMENT, AND RENT 1. Capital Income and Expenditures by Source of Income Do not report any expenditures reported above. Provide a brief description of any expenditures. Source Brief Description of Expenditure Revenue Expenditure a. Federal b. State c. Municipal d. County e. Other 2. Debt Retirement 3. Rent Paid to Municiality/County Total Revenue Total Expenditure VIII. OTHER FUNDS HELD BY THE LIBRARY BOARD 1. Total Amount of Other Funds at the End of Year IX. FUNDS PAID OR TRANSFERRED TO THE LIBRARY BOARD FINANCIAL SECRETARY 1. Total Amount of Section IX Funds at End of Year a. Print Materials b. Electronic Materials c. Audiovisual Materials d. All Other Library Materials Subtotal 3 $14,026 $247,308 $100,247 $100,247 $36,913 Bridges Library System $22,195 CAFE Annual Costs Contract Bridges Library System $7,439 Electronic Content Contract Bridges Library System $2,485 Cooperative Purchases Fee Bridges Library System $4,794 Digital Content Buying Pool $0 $0 $0 $27,966 $0 $0 $0 Feasability Study, Service Desk, Chiller/Coil Replacement $100,247 $100,247 $0 $80,889 $3,425 $201,675 $0 $85,594 $0 $710,568 $0 $0 $131,011 $1,327,475 $0 27 PI-2401 Page 7 X. STAFF 1. Personnel Listing. Libraries with 15 or fewer employees may report all staff under 1a. Libraries with more than 15 employees, list head librarian, chief assistants, branch librarians, division heads, and other supervisory personnel in 1a. and all other positions in 1b. a. Employees Holding the Title of Librarian. Indicate advanced degrees in Type of Staff. Position (Local Title) Job Title (AppendixA) Type of Staff Annual Salary Hours Worked per Year Director / Head Librarian Library Director / Chief Officer 2,080.00 Librn. MLS (ALA) $99,395 2,080.00 Cataloger Cataloging Assistant $49,643 624.00 Cataloger Cataloging Aide $8,644 1,040.00 Library Assistant - Public Services Adult Program Coordinator $19,733 1,040.00 Marketing Specialist Marketing Speacalist $28,919 1,040.00 Building Maintenance Worker City Administration & Maintenance $65,761 900.00 Librarian (MLS) Reference Librarian $25,770 2,302.00 Page/Shelver Pages $22,086 2,080.00 Librarian (MLS) Reference Services Librarian $68,822 2,080.00 Librarian (MLS) Special Services Librarian $74,116 2,080.00 Librarian (MLS) Youth Services Librarian $63,527 2,080.00 Manager/Supervisor of Support Staff Circulation Supervisor $64,968 2,080.00 Bookkeeper Administrative Coordinator $59,202 1,040.00 Associate Librarian (non-MLS) Library Support Assistant $19,313 5,725.00 Clerk - Public Services Circulation Staff $73,286 520.00 Clerk - Public Services Circulation Processing Aide $7,062 Other no-MLS Other no-MLS Other no-MLS Other no-MLS Other no-MLS Librn. MLS (ALA) Other no-MLS Librn. MLS (ALA) Librn. MLS (ALA) Librn. MLS (ALA) Other no-MLS Other no-MLS Other no-MLS Other no-MLS Other no-MLS 28 PI-2401 Page 8 X. STAFF (cont’d.) b. Other Paid Staff See Instructions Position (Local Title) Job Title (AppendixA) Type of Staff Total Annual Wages Paid Hours Worked per Year 2. Library Staff Full-Time Equivalents (FTEs). Divide the total hours worked per week for each category by 40 to determine full-time equivalents. a. Persons Holding the Title of Librarian b. All Other Paid Staff (FTE) Master’s Degree from an ALA Accredited Program (FTE) Other Persons Holding the Title of Librarian (FTE) Subtotal 2a Include maintenance, plant operations, and security c. Total Library Staff (FTE) 4.43 0.00 9.41 13.84 4.43 29 PI-2401 Page 9 10 XI. PUBLIC LIBRARY LOANS OF MATERIAL TO NONRESIDENTS 1. Of the total circulation reported for the library from Section III, item 1, what was the total circulation to nonresidents See instructions for definition of nonresident Divide nonresident circulation among the following categories. The total of 2 through 6 below should not be greater than the number reported in item 1 above. a. Those with a Library b. Those without a Library c. Subtotal 2. Circulation to Nonresidents Living in the Library’s County 3. Circulation to Nonresidents Living in Another County in the Library System 4. Circulation to Nonresidents Living in an Adjacent County Not in the Library System 5. Circulation to All Other Wisconsin Residents 6. Circulation to Persons from Out of the State 7. Are the answers to items 1 through 6 based on actual count or survey/sample? 8a. Does the library deny access to any residents of adjacent public library systems on the basis of Wis. Stat. s. 43.17(11)(b)? 8b. If yes, does the library allow residents in adjacent systems to purchase library cards? 9. Circulation to Nonresidents Living in an Adjacent County Who Do Not Have a Local Public Library Name of County Circulation Name of County Circulation a. f. b. g. c. h. d. i. e. j. XII.TECHNOLOGY (Not included in 2025 Report) XIII. SELF-DIRECTED ACTIVITIES, STAFF SERVING YOUTH / ADULTS 1. Self-directed Activities: Planned, independent activities available for a definite time period which introduce participants to any of the broad range of library services or activities that directly provide information to participants. a. Children (0-5) b. Children (6-11) c. Young Adult (12-18) Number of Self-Directed Activities Total Self-Directed Activity Participation d. Adult (19+) e. General Interest (all ages) f. Total Number of Self-Directed Activities Total Self-Directed Activity Participation 2. Name and email address of primary staff person who serves as the children, youth, or teen librarian. Only the primary person is displayed here. a. First Name b. Last Name c. Email Address 3. Name and email address of primary staff person who serves as the librarian for adults. Only the primary person is displayed here. a. First Name b. Last Name c. Email Address No 11,484 703 10,781 NHILMER@OCONOMOWOCLIBRARY.ORG NATALIE HILMER 743 121 Dodge 10,410 Washington 328 Racine 1 Walworth 42 Jefferson 33,907 Ozaukee 0 105,500 15,363 90,137 EBRAZELTON@OCONOMOWOCLIBRARY.ORG ELIZABETH BRAZELTON 7 16 71 48 12 306 1,306 10,382 3,071 772 Actual 154,342 36,494 2,587 33,907 15,837 154 30 PI-2401 Page 10 11 XIV. PUBLIC LIBRARY ASSURANCE OF COMPLIANCE WITH SYSTEM MEMBERSHIP REQUIREMENTS We assure the Public Library System of which this library is a member and the Division for Libraries and Technology, Department of Public Instruction that this public library is in compliance with the following requirements for public library system membership as listed in Wis. Stats. A check (X) or a mark in the checkbox indicates compliance with the requirement. The library is established under s. 43.52 (municipalities), s. 43.53 (joint libraries), or s. 43.57 (consolidated county libraries and county library services) of the Wisconsin Statutes [s. 43.15(4)(c)1]. The library is free for the use of the inhabitants of the municipality by which it is established and maintained [s. 43.52(2), 73 Op. Atty. Gen. 86(1984), and OAG 30-89]. The library's board membership complies with statutory requirements regarding appointment, length of term, number of members and composition. [s. 43.54 (municipal and joint libraries), s. 43.57(4) & (5) (consolidated and country library services), and s. 43.60(3) (library extension and interchange)]. The library board has exclusive control of the expenditure of all moneys collected, donated, or appropriated for the library fund [s. 43.58(1)]. The library director is present in the library at least 10 hours a week while library is open to the public, less leave time [s. 43.15(4)(c)6] The library board supervises the administration of the library, appoints the librarian, who appoints such other assistants and employees as the library board deems necessary, and prescribes their duties and compensation [s. 43.58(4)]. The library is authorized by the municipal governing board to participate in the public library system [s. 43.15(4)(c)3]. The library has entered into a written agreement with the public library system board to participate in the system and its activities, to participate in interlibrary loan of materials with other system libraries, and to provide, to any resident of the system area, the same library services, on the same terms, that are provided to the residents of the municipality or county that established the member library. This shall not prohibit a municipal, county, or joint public library from giving preference to its residents in library group programs held for children or adults if the library limits the number of persons who may participate in the group program, or from providing remote access to a library's online resources only to its residents. [s. 43.15(4)(c)4]. The library's head librarian holds the appropriate grade level of public librarian certification from the Department of Public Instruction [s. 43.15(4)(c)6 and Administrative Code Rules PI 6.03]. The library annually is open to the public an average of at least 20 hours each week except that for a library in existence on June 3, 2006, annually is open to the public an average of at least 20 hours or the number of hours each week that the library was open to the public in 2005, whichever is fewer [s. 43.15(4)(c)7]. The library annually spends at least $2,500 on library materials. [s. 43.15(4)(c)8]. XV. CERTIFICATION I CERTIFY THAT, to the best of my knowledge, the information provided in this annual report and any attachments are true and accurate and the library board has reviewed and approved this report. President, Library Board of Trustees Signature or designee ➢ Name of President or Designee Print or type Date Signed Library Director / Head Librarian Signature ➢ Library Director / Head Librarian Print or type Date Signed Jennifer Puccini KERRY HANSEN 31 Page 11 PI-2401 STATEMENT CONCERNING PUBLIC LIBRARY SYSTEM EFFECTIVENESS As required by Wis. Stat. s. 43.58(6)(c), the following statement that the library system either did or did not provide effective leadership and adequately meet the needs of the library must be completed and approved by the library board. The response should be made in the context of the public library system's statutory responsibilities and the funding which it has available to meet those responsibilities. County The ______________________________ Board of Trustees hereby states that in 2025 the _____________________________________ Name of Public Library Name of Public Library System / Service  did provide effective leadership and adequately met the needs of the library.  did not provide effective leadership and did not adequately meet the needs of the library. Indicate with an X one of the above statements Explanation of library board’s response. Attach additional sheets if necessary. Note: With the approval of the library board of trustees, this statement may be submitted separately from the Annual Report form that is sent to the library system, as an e-mail attachment to LibraryReport@dpi.wi.gov. XV. CERTIFICATION The preceding statement was approved by the Public Library Board of Trustees. Division staff will compile the statements received for each library system and, as required by Wis. Stat. s. 43.05(14), conduct a review of a public library system if at least 30 percent of the libraries in participating municipalities that include at least 30 percent of the population of all participating municipalities report that the public library system did not adequately meet the needs of the library. This statement may be provided to the public library system. President, Library Board of Trustees Signature or designee ➢ Name of President or Designee Print or type Date Signed Waukesha KERRY HANSEN Oconomowoc Public Library Bridges Library System 32 PI-2401 Page 12 COMMENTS 33