Civic Intelligence

Baxter Percival P Tr Uind

990 • Fiscal year 2021 • EIN 04-6091300

Sep 01, 2020 to Aug 31, 2021 • Filed on Jan 03, 2022

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

12th percentile

0.00x

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

2021 filings • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

12th percentile

0.00x

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

2021 filings • $50M-$100M nonprofits • Source year 2021

Net Margin

90th percentile

69%

Higher net margin than 90% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

18th percentile

$22,247

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2021 filings • $50M-$100M nonprofits • Source year 2021

Asset Growth

36th percentile

5.9%

Faster asset growth than 36% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

81st percentile

69%

Faster revenue growth than 81% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$55,111,049

Up $3,072,706 (+5.9%) from 2020

Net Assets

Up

$55,111,049

Up $3,072,706 (+5.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin90th percentile

Revenue

Up

$4,471,251

Up $1,831,747 (+69%) from 2020

Expenses

Down

$1,395,896

Down $117,268 (-7.7%) from 2020

Net Income

Up

$3,075,355

Up $1,949,015 (+173%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

2021

Assets$55,111,049
Liabilities$0
Net Assets$55,111,049
Open 2021 Filing

Operations Trend

Revenue Growth81st percentile

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

2021

Revenue$4,471,251
Expenses$1,395,896
Net Income$3,075,355
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Jan 3, 2022
Return Version
2020v4.1
Gross Receipts
$28,253,390
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
Cap Stk Tr Prin Current Funds$52,038,343$55,111,049▲ $3,072,706
Investments in Publicly Traded Securities$51,612,041$54,680,918▲ $3,068,877
Savings and Temporary Cash Investments$426,302$430,131▲ $3,829
Total Assets$52,038,343$55,111,049▲ $3,072,706
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$52,038,343$55,111,049▲ $3,072,706
Total Liabilities and Net Assets / Fund Balance$52,038,343$55,111,049▲ $3,072,706
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleBaseTotal
Bny Mellon N aTrustee$22,247$22,247
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$4,471,251
Other Revenue
$0
Change in Net Assets
$3,075,355
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,348,696
Other Expenses$24,953
Salaries, Compensation, and Employee Benefits$22,247
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,348,696--$1,348,696
Current Officers, Directors, Trustees, and Key Employees-$22,247-$22,247
Interest-$2,525-$2,525
Other Expenses-$500-$500
Total Functional Expenses$1,348,696$47,200$0$1,395,896
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Baxter State Park ReserveMillinocket, ME--$1,348,696
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 35% controlled entity
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
2022-01-03
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
301 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

“Cy pending sale: 283, poai: 2108, cost basis adjustment: 258”

Raw XML Appendix364 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.

Path#Value
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IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt051612041
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt023782139
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
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IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0true
IRS990/OtherChangesInNetAssetsAmt0-2649
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IRS990/OtherExpensesGrp/Desc1STATE AG FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt021928
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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
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2CONSIDERATION 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/ExplanationTxt3THE 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/ExplanationTxt4ARE MUTUALLY COGNIZANT OF THEIR RESPECTIVE DUTIES TO THE BAXTER STATE PARK.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt5ALL 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/ExplanationTxt6RECREATIONAL OR REFORESTATION FOR BAXTER STATE PARK. NO ADDITIONAL CONTRIBUTIONS HAVE BEEN MADE
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt7HE 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 CONT
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV SECTION D LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3Part IV Section D Line 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4Part IV Section D Line 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc5Part V Line 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc6Part V Line 1 CONT
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc7Part V Line 1
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THESE QUESTIONS ARE NOT APPLICABLE AS THIS IS A 4947(A)(1) ORGANIZATION
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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/ExplanationTxt9CY PENDING SALE: 283, POAI: 2108, COST BASIS ADJUSTMENT: 258
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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
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ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL STAGIS
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ReturnHeader/ReturnTs02022-01-10T19:00:14-06:00
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ReturnHeader/TaxPeriodBeginDt02020-09-01
ReturnHeader/TaxPeriodEndDt02021-08-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$55,111,049
Liabilities
$0
Net assets
$55,111,049
Revenue
$4,471,251
Expenses
$1,395,896
Net income
$3,075,355
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