THE BAIR INVESTMENT CORPORATION (EIN 251753367) - 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

RENAY CROUSE

Phone

7249468711

Tax Period

2024-07-01 to 2025-06-30

THE BAIR INVESTMENT CORPORATION, founded in 1994, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $835K in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $740K, a strong 89% operating margin.

Mission

TO MANAGE ENDOWMENT FUND TO ADVANCE, PROMOTE, AND SUPPORT THE EXEMPT PURPOSES OF THE BAIR FOUNDATION AND ITS AFFILIATED ORGANIZATIONS WHICH PROVIDE THERAPEUTIC FOSTER CARE SERVICES TO CHILDREN.

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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 $0

Program Service Revenue $0

Investment Income $835,188

Other Revenue $0

TOTAL REVENUE $835,188

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,000

Fundraising Expenses $0

Program Expenses $83,628

Other Expenses $92,081

TOTAL EXPENSES $95,081

Year-over-Year Comparison

	2024	2023	Change
Revenue	$835,188	$772,214	+0.1%
Expenses	$95,081	$84,416	+0.1%
Net Income	$740,107	$687,798	+0.1%

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

$704,468

Total Directors

$45,950

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SANFORD KULKIN	BOARD MEMBER	1.00	Director	$0	$0	$40,000
BRADLEY SMITH	BOARD MEMBER	1.00	Director	$500	$0	$1,000
KIMBERLY THOMAS	SECRETARY/TREASURER	1.00	Officer Director	$500	$0	$1,500
JAMES SEBASTIAN	CHAIRMAN	1.00	Officer Director	$500	$0	$1,000
GLEN COCHRAN	BOARD MEMBER	1.00	Director	$500	$0	$500
HASHEEN WILSON	BOARD MEMBER	1.00	Director	$500	$0	$500
JEFFREY CARMICHAEL	BOARD MEMBER	1.00	Director	$500	$0	$1,450
SUSAN J MIKLOS	EXECUTIVE DIRECTOR (THRU DEC 2024)	1.00	Officer	$0	$19,118	$323,796
DONNA EGBERT	CHIEF FINANCIAL OFFICER	1.00	Officer	$0	$16,029	$147,720
RENAY CROUSE	EXECUTIVE DIRECTOR (EFF JAN 2025)	1.00	Officer	$0	$10,974	$230,452

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	$835,188	$95,081	$22,611,451	$740,107
2024	$772,214	$84,416	$20,231,123	$687,798
2023	$294,622	$73,870	$17,840,100	$220,752
2022	$2,660,249	$84,486	$16,038,729	$2,575,763
2021	$682,697	$72,900	$18,444,723	$609,797
2020	$501,780	$70,382	$13,855,019	$431,398
2019	$662,300	$63,689	$14,032,198	$598,611
2018	$508,666	$63,638	$13,430,841	$445,028

THE BAIR INVESTMENT CORPORATION