Civic Intelligence

Baxter Percival P Tr Uind

990 • Fiscal year 2019 • EIN 04-6091300

Sep 01, 2018 to Aug 31, 2019 • Filed on Dec 20, 2019

Organization ProfileN/A
PO Box 185Pittsburgh, PA 15230-0185

(617) 722-7772

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

11th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

10th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $50M-$100M nonprofits • Source year 2019

Net Margin

90th percentile

54%

Higher net margin than 90% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

28th percentile

$163,475

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

2019 filings • $50M-$100M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets11th percentile

Assets

$50,957,472

No earlier filing loaded for comparison.

Net Assets

$50,957,472

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin90th percentile

Revenue

$3,368,300

No earlier filing loaded for comparison.

Expenses

$1,556,643

No earlier filing loaded for comparison.

Net Income

$1,811,657

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0Assets 2019: $50,957,472Liabilities 2019: $0Net Assets 2019: $50,957,4722019Assets 2020: $52,038,343Liabilities 2020: $0Net Assets 2020: $52,038,3432020Assets 2021: $55,111,049Liabilities 2021: $0Net Assets 2021: $55,111,0492021Assets 2022: $58,434,648Liabilities 2022: $0Net Assets 2022: $58,434,6482022Assets 2023: $62,037,868Liabilities 2023: $0Net Assets 2023: $62,037,8682023Assets 2024: $71,526,939Liabilities 2024: $0Net Assets 2024: $71,526,9392024

Highlighted filing

2019

Assets$50,957,472
Liabilities$0
Net Assets$50,957,472
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0Revenue 2019: $3,368,300Expenses 2019: $1,556,643Net Income 2019: $1,811,6572019Revenue 2020: $2,639,504Expenses 2020: $1,513,164Net Income 2020: $1,126,3402020Revenue 2021: $4,471,251Expenses 2021: $1,395,896Net Income 2021: $3,075,3552021Revenue 2022: $5,464,095Expenses 2022: $2,150,006Net Income 2022: $3,314,0892022Revenue 2023: $5,209,786Expenses 2023: $1,682,219Net Income 2023: $3,527,5672023Revenue 2024: $11,146,425Expenses 2024: $1,832,929Net Income 2024: $9,313,4962024

Highlighted filing

2019

Revenue$3,368,300
Expenses$1,556,643
Net Income$1,811,657
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Dec 20, 2019
Return Version
2018v3.0
Gross Receipts
$13,894,416
Mission and Program Overview

Mission

The baxter percival p tr u/ind is a type iii organization which supports the following organization - baxter state park reserve

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$49,148,280$50,957,472▲ $1,809,192
Investments in Publicly Traded Securities$47,480,747$50,591,025▲ $3,110,278
Savings and Temporary Cash Investments$1,667,533$366,447▼ $1,301,086
Total Assets$49,148,280$50,957,472▲ $1,809,192
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$49,148,280$50,957,472▲ $1,809,192
Total Liabilities and Net Assets / Fund Balance$49,148,280$50,957,472▲ $1,809,192
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleBaseTotal
Bny Mellon N aTrustee$163,475$163,475

Board Members and Trustees

NameTitle
Bny Mellon N aFee Reimbursement
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$3,368,300
Other Revenue
$0
Change in Net Assets
$1,811,657
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,506,058
Other Expenses$41,541
Salaries, Compensation, and Employee Benefits$9,044
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,506,058--$1,506,058
Current Officers, Directors, Trustees, and Key Employees-$9,044-$9,044
Fees for Service Investment Mgmnt Fees-$9,021-$9,021
Other Expenses-$3,086-$3,086
Total Functional Expenses$1,506,058$50,585$0$1,556,643
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Baxter State Park ReserveMillinocket, ME--$1,506,058
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VII, Section A, Line 1A, Column(B):

“Average hours per week devoted to position: as trustee, bny mellon, n.a. Provides administrative services such as acting as investment manager for the named organization. These services require numerous individual bank employees' involvement in the activities of the organization and thus can not be quantified on an hourly basis. Therefore, the trustee fees are not based upon an hourly basis, but are calculated based upon factors such as the market value of the”

Form 990, Part VII, Section A, Line 1A, Column(B): CONT

“And in accordance with bny mellon's agreement with the client.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“This organization has a sole institutional trustee and does not have a governing body”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“This organization has a sole institutional trustee and does not have a governing body”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“NO PROCEDURES IN PLACE”

Form 990, Page 6, Part VI, Line 19

“No documents made available to the public”

Filing and Contact Details

Filer

Filer Name
Baxter Percival P Tr Uind
EIN
04-6091300
Phone
6177227772
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
6177227772
Signed
2019-12-20
Discuss with paid preparer
Yes

Organization Details

Formed
1927
Legal Domicile
Ma
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
Supplemental Narrative

Additional Explanations

Form 990, Part IV, Line 4, 25A, 25B, 36

“These questions are not applicable as this is a 4947(a)(1) organization”

Form 990, Part V, Line 8, 9A, 9B:

“These questions are not applicable as there is not a sponsoring organization maintaining donor advised funds”

Form 990, Part V, Line 10, 11, 13:

“These questions are not applicable as this is a 4947(a)(1) organization”

Explanation for Form 990, Part XI, Line 9

“Return of capital adjustment on current year sales: ($419); cost basis adjustment: ($2,046)”

Raw XML Appendix376 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt010526116
IRS990/LoanOutstandingInd0false
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IRS990/LocalChaptersInd0false
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/OrgFiledInLieuOfForm1041Ind0true
IRS990/OtherChangesInNetAssetsAmt0-2465
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE BAXTER PERCIVAL P TR U/IND IS A TRUST. BNYM SERVES AS TRUSTEE AND MEETS WITH BAXTER STATE PARK AUTHORITY SEVERAL TIMES A YEAR AND GIVES FULL
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1CONSIDERATION TO THEIR INPUT RELATIVE TO INVESTMENT MANAGEMENT OF THE TRUST. THE TRUSTEE ALSO PROVIDES MONTHLY STATEMENTS AND QUARTERLY EXECUTIVE SUMMARIES TO THE ORGANIZATION AND CONSISTENTLY COMMUNICATES VIA IN PERSON MEETINGS, E-MAIL, AND PHONE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE BAXTER STATE PARK AUTHORITY DETERMINES AND REQUESTS (IN WRITING) AN ANNUAL DOLLAR AMOUNT AND A BUDGET TO SUPPORT THEIR REQUEST. REQUESTS ARE REVIEWED WITH THE BAXTER STATE PARK AUTHORITY AND BNYM. THE FINANCE COMMITTEE OF THE BAXTER STATE PARK IS AN ACTIVE PARTICIPANT IN DETERMINING THE INVESTMENT POLICIES FOR THE TRUST. AGAIN, BNY MELLON, AS TRUSTEE AND THE BAXTER STATE PARK AUTHORITY
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3ARE MUTUALLY COGNIZANT OF THEIR RESPECTIVE DUTIES TO THE BAXTER STATE PARK.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4ALL OF THE UNEXPIRED INTERESTS IN THE TRUST ARE DEVOTED TO ONE OR MORE PURPOSES DESCRIBED IN SECTION 170(c)(1) OR (c)(2)(B). THE TRUST WAS CREATED UNDER THE AGREEMENT OF THE PERCIVAL P. BAXTER INDENTURE TRUST. NET INCOME IS REQUIRED TO BE DISTRIBUTED ANNUALLY. THE BAXTER STATE PARK AUTHORITY HAS THE RIGHT TO REQUEST PRINCIPAL FOR THE PURCHASE OR ACQUISITION OF ADDITIONAL LANDS OR OTHER LANDS FOR
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt5RECREATIONAL OR REFORESTATION FOR BAXTER STATE PARK. NO ADDITIONAL CONTRIBUTIONS HAVE BEEN MADE
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt6HE TRUSTEE DOES NOT HAVE DISCRETION TO VARY THE AMOUNT OR THE CHARITABLE BENEFICIARIES
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV SECTION D LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV SECTION D LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Part IV Section D Line 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3Part IV Section D Line 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4Part V Line 1
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IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THESE QUESTIONS ARE NOT APPLICABLE AS THIS IS A 4947(A)(1) ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THESE QUESTIONS ARE NOT APPLICABLE AS THERE IS NOT A SPONSORING ORGANIZATION MAINTAINING DONOR ADVISED FUNDS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THESE QUESTIONS ARE NOT APPLICABLE AS THIS IS A 4947(A)(1) ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVERAGE HOURS PER WEEK DEVOTED TO POSITION: AS TRUSTEE, BNY MELLON, N.A. PROVIDES ADMINISTRATIVE SERVICES SUCH AS ACTING AS INVESTMENT MANAGER FOR THE NAMED ORGANIZATION. THESE SERVICES REQUIRE NUMEROUS INDIVIDUAL BANK EMPLOYEES' INVOLVEMENT IN THE ACTIVITIES OF THE ORGANIZATION AND THUS CAN NOT BE QUANTIFIED ON AN HOURLY BASIS. THEREFORE, THE TRUSTEE FEES ARE NOT BASED UPON AN HOURLY BASIS, BUT ARE CALCULATED BASED UPON FACTORS SUCH AS THE MARKET VALUE OF THE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AND IN ACCORDANCE WITH BNY MELLON'S AGREEMENT WITH THE CLIENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THIS ORGANIZATION HAS A SOLE INSTITUTIONAL TRUSTEE AND DOES NOT HAVE A GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THIS ORGANIZATION HAS A SOLE INSTITUTIONAL TRUSTEE AND DOES NOT HAVE A GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7NO PROCEDURES IN PLACE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8NO DOCUMENTS MADE AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9RETURN OF CAPITAL ADJUSTMENT ON CURRENT YEAR SALES: ($419); COST BASIS ADJUSTMENT: ($2,046)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part IV, Line 4, 25a, 25b, 36
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part V, Line 8, 9a, 9b:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part V, Line 10, 11, 13:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VII, Section A, Line 1a, Column(b):
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VII, Section A, Line 1a, Column(b): CONT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02020-11-06 18:47:13Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL STAGIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06177227772
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-12-20
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.125.77
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02019-12-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHAWN P HANLON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-01-08T17:00:22-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,957,472
Liabilities
$0
Net assets
$50,957,472
Revenue
$3,368,300
Expenses
$1,556,643
Net income
$1,811,657
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$71.5$0.00$71.5$11.1$1.83$9.31
2023Detailed filing. Detailed filing data is available for this year.$62.0$0.00$62.0$5.21$1.68$3.53
2022Detailed filing. Detailed filing data is available for this year.$58.4$0.00$58.4$5.46$2.15$3.31
2021Detailed filing. Detailed filing data is available for this year.$55.1$0.00$55.1$4.47$1.40$3.08
2020Detailed filing. Detailed filing data is available for this year.$52.0$0.00$52.0$2.64$1.51$1.13
2019Detailed filing. Detailed filing data is available for this year.$51.0$0.00$51.0$3.37$1.56$1.81