PRESERVATION PARTNERS OF THE FOX VALLEY (EIN 237421954) - Form 990 Financial Analysis & Trantor Score

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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

1974

Legal Domicile

Principal Officer

KELSEY SHIPTON

Phone

6303776424

Tax Period

2024-01-01 to 2024-12-31

PRESERVATION PARTNERS OF THE FOX VALLEY, founded in 1974, is a small nonprofit that reported $322K in total revenue in fiscal year 2024. Revenue surged 54% from the prior year, signaling strong growth momentum. The organization ran a surplus of $87K, a strong 27% operating margin.

Mission

OPERATES FOUR HISTORIC SITES IN KANE COUNTY AND PROVIDES EDUCATION AND RESOURCES TO ASSIST WITH THE PRESERVATION OF STRUCTURES AND LANDSCAPES IN THE FOX VALLEY AREA.

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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 $276,650

Program Service Revenue $43,142

Investment Income $2,422

Other Revenue $0

TOTAL REVENUE $322,214

Expense Breakdown

Grants Paid $0

Salaries & Benefits $160,184

Fundraising Expenses $14,730

Program Expenses $159,574

Other Expenses $75,468

TOTAL EXPENSES $235,652

Year-over-Year Comparison

	2024	2023	Change
Revenue	$322,214	$208,682	+0.5%
Expenses	$235,652	$231,481	+0.0%
Net Income	$86,562	$-22,799	-4.8%

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

Volunteers

100

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

$47,086

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES KAUTZ	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN MCNEELY	TREASURER	0.50	Officer Director	$0	$0	$0
TRACY ARIS	SECRETARY	0.50	Officer Director	$0	$0	$0
WILLIAM COOK	DIRECTOR	0.30	Director	$0	$0	$0
ALAN LEAHIGH	DIRECTOR	0.50	Director	$0	$0	$0
KRISTIE SANDOVAL	DIRECTOR	0.50	Director	$0	$0	$0
KELSEY SHIPTON	EXECUTIVE DIRECTOR	25.00	Officer	$47,086	$0	$47,086

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	$322,214	$235,652	$357,693	$86,562
2023	$208,682	$231,481	$377,809	$-22,799

PRESERVATION PARTNERS OF THE FOX VALLEY