Batavia Historical 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

1960

Legal Domicile

Principal Officer

Dan Hoefler

Phone

6304065646

Tax Period

2024-10-01 to 2025-09-30

Batavia Historical Society, founded in 1960, is a micro nonprofit that reported $78K in total revenue in fiscal year 2024. Revenue surged 84% from the prior year, signaling strong growth momentum. The organization ran a surplus of $18K, a strong 23% operating margin.

Mission

To preserve local history and artifacts of Batavia, IL.

Program Service Accomplishments

Program 1

Expenses: $38,337

Held quarterly meetings sharing the history of Batavia, IL with membership and guests. Part III Line 4d - Other program services includes providing information technology to facilitate historical...

Held quarterly meetings sharing the history of Batavia, IL with membership and guests. Part III Line 4d - Other program services includes providing information technology to facilitate historical research and archiving of historical documents.

Program 2

Provided quarterly newsletters to membership telling of the history of Batavia, IL

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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 $55,434

Program Service Revenue $0

Investment Income $22,591

Other Revenue $0

TOTAL REVENUE $78,025

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $38,337

Other Expenses $59,988

TOTAL EXPENSES $59,988

Year-over-Year Comparison

	2024	2023	Change
Revenue	$78,025	$42,436	+0.8%
Expenses	$59,988	$36,297	+0.7%
Net Income	$18,037	$6,139	+1.9%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
Dan Hoefler	President	Officer Director	$0	$0	$0
Walt Donat	Vice President	Officer Director	$0	$0	$0
Brian Lawyer	Treasurer	Officer Director	$0	$0	$0
John Talbot	Recording Secretary	Officer Director	$0	$0	$0
George Sheetz	Historian	Officer Director	$0	$0	$0
Polly Ernzen	Director	Director	$0	$0	$0
Andrew Deitchman	Director	Director	$0	$0	$0
Jane Doty	Director	Director	$0	$0	$0
John Hansen	Director	Director	$0	$0	$0
Sharon Whyte	Director	Director	$0	$0	$0
Tom Von Lunen	Director	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	$78,025	$59,988	$976,186	$18,037
2023	$19,352	$45,265	$952,010	$-25,913
2022	$97,757	$21,890	$977,923	$75,867
2021	$152,631	$13,372	$902,056	$139,259
2020	$40,989	$18,485	$762,797	$22,504
2019	$87,527	$23,513	$740,293	$64,014