PRESERVATION PARTNERS OF THE FOX V… - Form 990 Financial Data

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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

TO OFFER HERITAGE EDUCATION AND TO PROMOTE THE APPRECIATION AND PRESERVATION OF THE FOX VALLEY'S RICH ARCHITECTURAL AND HISTORICAL RESOURCES.

Program Service Accomplishments

Program 1

Expenses: $83,776 Revenue: $28,469

FABYAN VILLA MUSEUM AND JAPANESE GARDEN: APPROXIMATELY 11,000 VISITORS ANNUALLY. THE FABYAN VILLA MUSEUM SHARES THE HISTORY OF THE HISTORIC RIVERBANK ESTATE FOUNDED BY COLONEL GEORGE FABYAN AND HIS WIFE, NELLE. THE FABYANS AND THE STAFF OF OVER 100 INDIVIDUALS SPEARHEADED ADVANCEMENTS IN ANIMAL HUSBANDRY, ACOUSTICS, PLANT CULTIVATION, AND THE DEVELOPMENT OF MODERN CODE-BREAKING, WHICH CHANGED THE COURSE OF BOTH WORLD WARS AND LED TO THE CREATION OF THE NSA. THE JAPANESE GARDEN SHARES THE TRADITION OF GARDENING IN JAPANESE CULTURE WITH VISITORS FROM ALL OVER THE WORLD.

Program 2

Expenses: $63,829 Revenue: $8,110

DURANT-PETERSON HOUSE AND SHOLES SCHOOL MUSEUMS: APPROXIMATELY 4,000 VISITORS ANNUALLY. THE DURANT-PETERSON HOUSE AND SHOLES SCHOOL MUSEUM SHARE WHAT LIFE WAS LIKE FOR PIONEERS IN THE MID-TO-LATE...

DURANT-PETERSON HOUSE AND SHOLES SCHOOL MUSEUMS: APPROXIMATELY 4,000 VISITORS ANNUALLY. THE DURANT-PETERSON HOUSE AND SHOLES SCHOOL MUSEUM SHARE WHAT LIFE WAS LIKE FOR PIONEERS IN THE MID-TO-LATE 19TH CENTURY IN ILLINOIS, WITH A FOCUS ON THE LIVES OF CHILDREN AT THE TIME. COSTUMED DOCENTS BRING VISITORS BACK IN TIME TO EXPERIENCE THE SIGHTS, SOUNDS, TASTES, AND SMELLS OF THE TIME. OVER 1,500 STUDENTS VISIT THE MUSEUMS ON SCHOOL FIELD TRIPS ANNUALLY.

Program 3

Expenses: $11,969 Revenue: $6,563

BEITH HOUSE: APPROXIMATELY 1,000 VISITORS ANNUALLY. THE BEITH HOUSE IS HOME TO PRESERVATION PARTNERS, INVITING THE COMMUNITY TO APPRECIATE THE SHARED HISTORY OF THE TRI-CITY COMMUNITIES OF BATAVIA...

BEITH HOUSE: APPROXIMATELY 1,000 VISITORS ANNUALLY. THE BEITH HOUSE IS HOME TO PRESERVATION PARTNERS, INVITING THE COMMUNITY TO APPRECIATE THE SHARED HISTORY OF THE TRI-CITY COMMUNITIES OF BATAVIA, GENEVA, AND ST. CHARLES, ILLINOIS. FROM THE BEITH HOUSE, WE ENGAGE WITH MEMBERS OF THE PUBLIC, SHARING THE IMPORTANCE OF HISTORY WITH VISITORS, HOMEOWNERS, BUILDING OWNERS, AND MORE. VISITORS LEARN HOW TO IDENTIFY, RESTORE, AND REHABILITATE LOCAL HISTORIC STRUCTURES.

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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