BAKER GORDON EDUCATIONAL SYMPOSIUM INC C/O MARY FELPETO (EIN 270214867) - 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

2009

Legal Domicile

Principal Officer

JAMES M STUZIN

Phone

3058548828

Tax Period

2024-07-01 to 2025-06-30

BAKER GORDON EDUCATIONAL SYMPOSIUM INC C/O MARY FELPETO, founded in 2009, is a community nonprofit in the Diseases & Disorders sector that reported $1.0M in total revenue in fiscal year 2024. Revenue surged 46% from the prior year, signaling strong growth momentum. The organization ran a surplus of $225K, a strong 21% operating margin.

Mission

THE BAKER GORDON EDUCATIONAL SYMPOSIUM HOSTS AN ANNUAL CONFERENCE ON COSMETIC SURGERY TO IMPROVE SURGICAL EXCELLENCE THROUGH QUALITY AESTHETIC SURGERY EDUCATION.

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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 $300,000

Program Service Revenue $746,650

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,046,650

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $816,824

Other Expenses $821,691

TOTAL EXPENSES $821,691

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,046,650	$714,450	+0.5%
Expenses	$821,691	$766,127	+0.1%
Net Income	$224,959	$-51,677	-5.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES M STUZIN	PRESIDENT	20.00	Officer Director	$0	$0	$0
CHARLES STUZIN	SECRETARY/TREASURER	2.00	Officer Director	$0	$0	$0
AMANDA MAXWELL	DIRECTOR	2.00	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	$1,046,650	$821,691	$156	$224,959
2024	$714,450	$766,127	$197	$-51,677
2023	$713,550	$714,327	$1,874	$-777
2022	$517,450	$621,023	$2,651	$-103,573
2021	$390,800	$505,682	$6,224	$-114,882
2020	$757,851	$757,265	$1,107	$586
2019	$801,450	$801,434	$521	$16

BAKER GORDON EDUCATIONAL SYMPOSIUM INC C/O MARY FELPETO