BAXTER COMMUNITY EDUCATION FOUNDATION (EIN 421422674) - 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

1994

Legal Domicile

Principal Officer

BRUCE CONNELLY

Phone

6412273102

Tax Period

2023-07-01 to 2024-06-30

BAXTER COMMUNITY EDUCATION FOUNDATION, founded in 1994, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $112K in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $37K, a strong 33% operating margin.

Mission

PROVIDING EDUCATIONAL SCHOLARSHIPS AND FACILITIES FOR THE COMMUNITY OF BAXTER AND THE BAXTER COMMUNITY SCHOOL DISTRICT.

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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 $83,913

Program Service Revenue $0

Investment Income $28,215

Other Revenue $0

TOTAL REVENUE $112,128

Expense Breakdown

Grants Paid $42,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $75,063

Other Expenses $33,063

TOTAL EXPENSES $75,063

Year-over-Year Comparison

	2023	2022	Change
Revenue	$112,128	$86,813	+0.3%
Expenses	$75,063	$57,524	+0.3%
Net Income	$37,065	$29,289	+0.3%

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
BRUCE CONNELLY	CHAIRMAN	1.00	Officer Director	$0	$0	$0
KELLY MILLIGAN	TRUSTEE	1.00	Director	$0	$0	$0
JULIE MCWHIRTER	TREASURER	1.00	Officer Director	$0	$0	$0
CORY ROBINSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
CHRIS PETERSEN	TRUSTEE	1.00	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	No data	No data	No data	No data
2024	$112,128	$75,063	$830,520	$37,065
2022	$90,152	$51,405	$736,510	$38,747
2021	$88,164	$47,746	$697,763	$40,418
2020	$32,377	$57,957	$473,141	$-25,580
2019	$68,076	$42,530	$498,721	$25,546

BAXTER COMMUNITY EDUCATION FOUNDATION