Trout Valley Preservation and Restoration Society
Nonprofit profile at a glance
- EIN
- 830419835
- IRS 990-EZ coverage
- 2021–2025
- Forms available
- Form 990-EZ 2025, Form 990-N 2021
- Location
- Trout Valley, IL, USA
- Phone
- 8477073089
- Rating
- 91
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Historical Societies, Related Historical Activities
Reported finances
- Revenue
- $27,393
- Expenses
- $41,658
- Assets
- $31,115
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
8 people listed
Executive titles in this filing
- David A Vogeler (President)
People named in this filing
- David A Vogeler (President)
- Suzanne P Petterson (Secretary)
- David A Peterson (Treasurer)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Promoting and encouraging the preservation and restoration of the structures, grounds, and amenities of the former Hertz and Curtiss Estates which comprise the Village of Trout Valley and surrounding areas. Through education, advocacy, and public awareness, the Society seeks to compile, record, and promote the colorful history of Trout Valley, its development, and its impact on the local economy. By fostering appreciation and respect for the history of Trout Valley among residents and the greater community, the Society aspires to assure the community's enjoyment of the physical and natural resources of Trout Valley while protecting and preserving them for the use of future generations. The Society raises money by soliciting donations and organizing fund raising events as well as encouraging the interaction of experienced and capable volunteers to assist with addressing the common preservation, maintenance, upkeep, and restoration challenges of Trout Valley.
What it reported doing in 2025
Installation of ADA paver pad to enhance playground access for handicapped individuals
Operating model
- Revenue model
- Donor-supported. 96% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and program spending has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 99
- Transparency & Controls: 100
- Sustainability: 32
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 98%; rating input score 98
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: -52.1%; rating input score 12; 12th percentile among comparable filings
- Total-asset coverage ratio: 0.75; rating input score 40; 40th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -28.8% per year; rating input score 0; 15th percentile among comparable filings
- Revenue growth: -48.1% per year; rating input score 0; 6th percentile among comparable filings
- Asset growth: -27.9% per year; rating input score 0; 8th percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 98% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 4 filed program accomplishments · $41K in reported program spending
- Leadership: top reported pay $0 · 8 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 3 filed schedules
- Filing history: 5 filing years from 2021 to 2025
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Sustainability: Operating margin scored 12/100.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- High — Growth: Asset growth scored 0/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 40/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.