BAXTER PERCIVAL P TR UIND (EIN 046091300) - 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

1927

Legal Domicile

Phone

6177227772

Tax Period

2023-09-01 to 2024-08-31

BAXTER PERCIVAL P TR UIND, founded in 1927, is a mid-sized nonprofit that reported $11.1M in total revenue in fiscal year 2023. Revenue surged 114% from the prior year, signaling strong growth momentum. The organization ran a surplus of $9.3M, a strong 84% operating margin.

Mission

THE BAXTER PERCIVAL P TR U/IND IS A TYPE III ORGANIZATION WHICH SUPPORTS THE FOLLOWING ORGANIZATION - BAXTER STATE PARK RESERVE

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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 $0

Program Service Revenue $0

Investment Income $11,064,553

Other Revenue $81,872

TOTAL REVENUE $11,146,425

Expense Breakdown

Grants Paid $1,614,521

Salaries & Benefits $76,682

Fundraising Expenses $0

Program Expenses $1,614,521

Other Expenses $141,726

TOTAL EXPENSES $1,832,929

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,146,425	$5,209,786	+1.1%
Expenses	$1,832,929	$1,682,219	+0.1%
Net Income	$9,313,496	$3,527,567	+1.6%

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

N/A

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
BNY MELLON N A	TRUSTEE	N/A		$76,682	$0	$76,682

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	$11,146,425	$1,832,929	$71,526,939	$9,313,496
2023	$5,209,786	$1,682,219	$62,037,868	$3,527,567
2022	$5,464,095	$2,150,006	$58,434,648	$3,314,089
2021	$4,471,251	$1,395,896	$55,111,049	$3,075,355
2020	$2,639,504	$1,513,164	$52,038,343	$1,126,340
2019	$3,368,300	$1,556,643	$50,957,472	$1,811,657

BAXTER PERCIVAL P TR UIND