BATAVIA FOUNDATION FOR EDUCATIONAL… - 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

1986

Legal Domicile

Principal Officer

ASHLEY MURTAUGH

Phone

6302340189

Tax Period

2023-07-01 to 2024-06-30

BATAVIA FOUNDATION FOR EDUCATIONAL EXCELLENCE, founded in 1986, is a small nonprofit in the Education sector that reported $254K in total revenue in fiscal year 2023. The organization ran a surplus of $45K, a strong 18% operating margin.

Mission

To provide support for educational needs and activities that benefit the children of Batavia Public Schools.

Program Service Accomplishments

Program 1

Expenses: $90,513

The Foundation's CHIP-IN program provides funding for education-related costs of lower income families of the community.

Program 2

Expenses: $80,658

Donations are raised for mini and regular funding requests for educational and similar programs throughout the Batavia School District that benefit the children of Batavia Public Schools.

Program 3

Expenses: $10,196

The Foundation establishes and maintains various scholarship funds established at the direction of the donors to provide awards to students to study designated subjects, overcome hardships, give back...

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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 (2023)

Revenue Breakdown

Contributions & Grants $206,760

Program Service Revenue $12,836

Investment Income $32,658

Other Revenue $1,705

TOTAL REVENUE $253,959

Expense Breakdown

Grants Paid $181,367

Salaries & Benefits $7,799

Fundraising Expenses $0

Program Expenses $181,367

Other Expenses $19,582

TOTAL EXPENSES $208,748

Year-over-Year Comparison

	2023	2022	Change
Revenue	$253,959	$251,585	+0.0%
Expenses	$208,748	$235,317	-0.1%
Net Income	$45,211	$16,268	+1.8%

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

N/A

Volunteers

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

$6,148

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ASHLEY MURTAUGH	ADMINISTRATOR	5.00	Officer	$6,148	$0	$6,148
MARGE BROWN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
TODD SWANSON	DIRECTOR	1.00	Director	$0	$0	$0
TOM KIM	EX OFFICIO	1.00	Officer Director	$0	$0	$0
MELISSA DEMPSEY	Treasurer	1.00	Officer Director	$0	$0	$0
JEN BARTELS	DIRECTOR	1.00	Director	$0	$0	$0
MARY BRUNO	DIRECTOR	5.00	Director	$0	$0	$0
MARY ANNE CALLAHAN	DIRECTOR	5.00	Director	$0	$0	$0
CELESTE DALTON	DIRECTOR	5.00	Director	$0	$0	$0
GINNY GASPAR	Vice President	1.00	Officer Director	$0	$0	$0
MARIAH HARDEN	DIRECTOR	1.00	Director	$0	$0	$0
JULIE JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
LEAH LEMAN	DIRECTOR	1.00	Director	$0	$0	$0
SUE LOCKE	DIRECTOR	1.00	Director	$0	$0	$0
FREDDY MARTINEZ	Director	1.00	Director	$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
2025	No data	No data	No data	No data
2024	$253,959	$208,748	$1,097,212	$45,211
2023	$251,585	$235,317	$992,481	$16,268
2022	$207,995	$240,892	$948,243	$-32,897
2021	$230,428	$212,077	$1,061,371	$18,351
2020	$214,081	$190,972	$930,612	$23,109
2019	$208,802	$201,142	$907,503	$7,660

BATAVIA FOUNDATION FOR EDUCATIONAL EXCELLENCE