NAPERVILLE HERITAGE SOCIETY

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1969

Legal Domicile

Principal Officer

ERIK LONG

Phone

6304206010

Tax Period

2024-01-01 to 2024-12-31

NAPERVILLE HERITAGE SOCIETY, founded in 1969, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.1M in total revenue in fiscal year 2024. Revenue fell 58% from the prior year — a significant decline worth monitoring. Expenses of $2.5M exceeded revenue, resulting in a 20% operating deficit.

Mission

TO COLLECT AND PRESERVE THE HISTORY OF NAPERVILLE, ILLINOIS, FOR THE PRESENT AND FUTURE, SHARING IT WITH THE COMMUNITY THROUGH PRESERVATION, PROGRAMMING, EXHIBITION, AND EDUCATIONAL EXPERIENCES. NAPER SETTLEMENT SEEKS TO BE A COMMUNITY CENTERED MUSEUM AND GATHERING PLACE SHARING THE EVOLVING AMERICAN STORY THROUGH THE NAPERVILLE EXPERIENCE.

Program Service Accomplishments

Program 1

Expenses: $1,845,810 Revenue: $82,870

TO FOSTER AN AWARENESS AND APPRECIATION OF LANDMARKS, BUILDINGS, MONUMENTS, DOCUMENTS AND PROPERTY OF HISTORICAL IMPORTANCE TO NAPERVILLE, ILLINOIS AND TO PRESERVE, RESTORE AND PROTECT THE...

TO FOSTER AN AWARENESS AND APPRECIATION OF LANDMARKS, BUILDINGS, MONUMENTS, DOCUMENTS AND PROPERTY OF HISTORICAL IMPORTANCE TO NAPERVILLE, ILLINOIS AND TO PRESERVE, RESTORE AND PROTECT THE COLLECTION. IN 2024, NHS WAS ABLE TO HOST THE FOLLOWING EVENTS. NAPER NIGHTS HAD 18,876 IN ATTENDEES OVER 6 EVENINGS. OKTOBERFEST HAD 5,947 IN ATTENDEES OVER 2 EVENINGS. ALL HALLOWS EVE HAD 3,995 IN ATTENDEES OVER 2 EVENINGS AND HOWLIN AT THE MOON HAD 4,283 ATTENDEES OVER 2 EVENINGS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,275,339

Program Service Revenue $82,870

Investment Income $-30,112

Other Revenue $-260,206

TOTAL REVENUE $2,067,891

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $113,114

Program Expenses $1,845,810

Other Expenses $2,473,066

TOTAL EXPENSES $2,473,066

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,067,891	$4,916,941	-0.6%
Expenses	$2,473,066	$5,411,078	-0.5%
Net Income	$-405,175	$-494,137	-0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

412

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✓ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIK LONG	CHAIR	2.00	Officer Director	$0	$0	$0
KYLE TODD	VICE CHAIR	2.00	Officer Director	$0	$0	$0
LEANNE MEYER-SMITH	TREASURER/SECRETARY	2.00	Officer Director	$0	$0	$0
SALLY PENTECOST	PAST CHAIR	2.00	Officer Director	$0	$0	$0
HARPREET ROGER CHAWLA	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN ADAMS	DIRECTOR	1.00	Director	$0	$0	$0
LEN BERTOLINI	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER BIRCK	DIRECTOR	1.00	Director	$0	$0	$0
DIANE BENCK	DIRECTOR	1.00	Director	$0	$0	$0
TOM CROWLEY	DIRECTOR	1.00	Director	$0	$0	$0
RON DAVIDSON	DIRECTOR	1.00	Director	$0	$0	$0
AADITYA MAHAJAN	DIRECTOR	1.00	Director	$0	$0	$0
JIM MARK	DIRECTOR	1.00	Director	$0	$0	$0
JEFF MALKO	DIRECTOR	1.00	Director	$0	$0	$0
COLIN O'MALLEY	DIRECTOR	1.00	Director	$0	$0	$0
PHILIP PETTI	DIRECTOR	1.00	Director	$0	$0	$0
NICHOLAS STENGER	DIRECTOR	1.00	Director	$0	$0	$0
TIM PABICH	DIRECTOR	1.00	Director	$0	$0	$0
MACARENA TAMAYO-CALABRESE	PRESIDENT & CEO	20.00	Officer	$0	$0	$0
HARRIET PISTORIO	CHIEF OPERATING OFFICE	20.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$2,067,891	$2,473,066	$4,866,889	$-405,175
2023	$4,916,941	$5,411,078	$5,013,885	$-494,137
2022	$2,471,202	$2,950,859	$5,374,824	$-479,657
2021	$1,941,330	$1,074,532	$6,253,015	$866,798
2020	$1,265,656	$452,774	$5,213,680	$812,882
2019	$775,160	$543,592	$4,244,967	$231,568
2018	$732,193	$557,708	$3,747,244	$174,485