BATAVIA CITY SCHOOL DISTRICT FOUNDATION INC (EIN 472323442) - 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

2015

Legal Domicile

Principal Officer

SHANNON MAUTE

Phone

5853432480

Tax Period

2024-07-01 to 2025-06-30

BATAVIA CITY SCHOOL DISTRICT FOUNDATION INC, founded in 2015, is a micro nonprofit in the Education sector that reported $50K in total revenue in fiscal year 2024. Revenue fell 80% from the prior year — a significant decline worth monitoring. Expenses of $86K exceeded revenue, resulting in a 70% operating deficit.

Mission

TO DEVELOP, PROCURE AND MANAGE RESOURCES, CONTRIBUTIONS AND EDUCATIONAL FUNDING AND ENSURE THAT THESE WILL BE USED TO DIRECTLY SUPPORT THE CITY OF BATAVIA SCHOOL DISTRICT, ITS STUDENT POPULATION, PROGRAMMING, PROPERTY DEVELOPMENT AND STUDENT SCHOLARSHIP FUNDING.

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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 $33,781

Program Service Revenue $0

Investment Income $16,701

Other Revenue $0

TOTAL REVENUE $50,482

Expense Breakdown

Grants Paid $74,968

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $74,968

Other Expenses $10,870

TOTAL EXPENSES $85,838

Year-over-Year Comparison

	2024	2023	Change
Revenue	$50,482	$249,550	-0.8%
Expenses	$85,838	$63,143	+0.4%
Net Income	$-35,356	$186,407	-1.2%

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

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

$159,216

Total Directors

$197,561

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ZACHARY KORZELIUS	PRESIDENT	1.00	Officer Director	$0	$0	$0
JESSICA KORZELIUS	SECRETARY	1.00	Officer Director	$0	$0	$77,543
KIMBERLY MILLS	TREASURER	1.00	Officer Director	$0	$0	$81,673
ANDREW LANG	DIRECTOR	1.00	Director	$0	$0	$0
JASON SMITH	DIRECTOR	1.00	Director	$0	$0	$0
PATTI PACINO	DIRECTOR	1.00	Director	$0	$0	$0
CHERYL KOWALIK	DIRECTOR	1.00	Director	$0	$0	$38,345
PAUL MAIER	DIRECTOR	1.00	Director	$0	$0	$0
BETH KEMP	DIRECTOR	1.00	Director	$0	$0	$0
GAIL TENNEY	DIRECTOR	1.00	Director	$0	$0	$0
SARA TENNEY	DIRECTOR	1.00	Director	$0	$0	$0
STEVE TUFTS	DIRECTOR	1.00	Director	$0	$0	$0
TAMMY SCHMIDT	DIRECTOR	1.00	Director	$0	$0	$0
SHANNON MAUTE	EXECUTIVE DIRECTOR	40.00	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	$50,482	$85,838	$1,903,439	$-35,356
2024	$249,550	$63,143	$1,594,342	$186,407
2023	$170,164	$67,040	$1,015,558	$103,124
2022	$62,120	$53,130	$912,701	$8,990
2021	$258,959	$48,389	$903,711	$210,570
2020	$651,602	$28,192	$694,391	$623,410

BATAVIA CITY SCHOOL DISTRICT FOUNDATION INC