CLARA M MIXTER HIGHER EDUCATION TRUST 005760 (EIN 166492076) - 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

1998

Legal Domicile

Principal Officer

COMMUNITY BANK NA

Phone

6074334129

Tax Period

2024-01-01 to 2024-12-31

CLARA M MIXTER HIGHER EDUCATION TRUST 005760, founded in 1998, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $72K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $64K left a modest 11% surplus.

Mission

THIS TRUST WAS CREATED TO ASSIST GRADUATES OF THE RICHFIELD SPRINGS NY CENTRAL SCHOOL WHO WISH TO PURSUE EDUCATION AS A CAREER BY GRANTING SCHOLARSHIPS.

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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 $0

Program Service Revenue $0

Investment Income $72,143

Other Revenue $0

TOTAL REVENUE $72,143

Expense Breakdown

Grants Paid $51,061

Salaries & Benefits $11,912

Fundraising Expenses $0

Program Expenses $51,061

Other Expenses $1,121

TOTAL EXPENSES $64,094

Year-over-Year Comparison

	2024	2023	Change
Revenue	$72,143	$63,715	+0.1%
Expenses	$64,094	$60,628	+0.1%
Net Income	$8,049	$3,087	+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

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
N/A	TRUSTEE	1.0		$11,912	$0	$11,912

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	$72,143	$64,094	$1,220,798	$8,049
2023	$63,715	$60,628	$1,213,007	$3,087
2022	$72,271	$61,553	$1,210,609	$10,718
2022	$72,271	$61,553	$1,210,609	$10,718
2021	$77,846	$44,747	$1,200,216	$33,099
2020	$63,665	$54,023	$1,167,117	$9,642
2019	$64,406	$54,145	$1,157,475	$10,261
2018	$71,948	$34,453	$1,147,214	$37,495

CLARA M MIXTER HIGHER EDUCATION TRUST 005760