BAUER CHARITABLE TRUST (EIN 596831771) - 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

2007

Legal Domicile

Principal Officer

SEACOAST NATIONAL BANK

Phone

7722886090

Tax Period

2023-07-01 to 2024-06-30

BAUER CHARITABLE TRUST, founded in 2007, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $342K in total revenue in fiscal year 2023. Revenue surged 130% from the prior year, signaling strong growth momentum. The organization ran a surplus of $181K, a strong 53% operating margin.

Mission

THE CHARITABLE TRUST PROVIDES GRANTS TO THREE 501(C)(3) BENEFICIARIESOF THE NET INCOME OF THE TRUST. DISTRIBUTIONS ARE MADE MONTHLY TO THE FLORIDA SHERIFFS YOUTH FUND, GULFSTREAM COUNCIL BOY SCOUTS OF AMERICA,AND YOUNG MEN'S CHRISTIAN ASSOC OF MARTIN CO.

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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 $341,891

Other Revenue $0

TOTAL REVENUE $341,891

Expense Breakdown

Grants Paid $104,411

Salaries & Benefits $56,589

Fundraising Expenses $0

Program Expenses $104,412

Other Expenses $115

TOTAL EXPENSES $161,115

Year-over-Year Comparison

	2023	2022	Change
Revenue	$341,891	$148,507	+1.3%
Expenses	$161,115	$404,790	-0.6%
Net Income	$180,776	$-256,283	-1.7%

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

N/A

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
N/A	TRUSTEE	N/A		$56,077	$0	$56,077

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	$341,891	$161,115	$5,157,657	$180,776
2024	$341,891	$161,115	$5,157,657	$180,776
2023	$148,507	$404,790	$4,975,227	$-256,283
2022	$559,357	$165,071	$5,229,993	$394,286
2021	$426,101	$173,363	$4,656,129	$252,738

BAUER CHARITABLE TRUST