THE LINBECK FAMILY CHARITABLE TRUST (EIN 277099515) - 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

2010

Legal Domicile

Principal Officer

STEPHEN D MAISLIN

Phone

7133332200

Tax Period

2023-01-01 to 2023-12-31

THE LINBECK FAMILY CHARITABLE TRUST, founded in 2010, is a mid-sized nonprofit in the Community Improvement sector that reported $46.8M in total revenue in fiscal year 2023. Revenue surged 18600% from the prior year, signaling strong growth momentum. The organization ran a surplus of $21.5M, a strong 46% operating margin.

Mission

THE MISSION OF THE LINBECK FAMILY CHARITABLE TRUST IS TO IMPROVE THE LIVES OF OTHERS, PRIMARILY IN THE GREATER METROPOLITAN HOUSTON AREA, BY MAKING GRANTS TO ORGANIZATIONS IN THE AREAS OF HEALTH, EDUCATION, AND HUMAN SERVICES.

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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 $44,046,754

Program Service Revenue $0

Investment Income $1,182

Other Revenue $2,781,750

TOTAL REVENUE $46,829,686

Expense Breakdown

Grants Paid $25,310,304

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $25,322,278

Other Expenses $13,634

TOTAL EXPENSES $25,323,938

Year-over-Year Comparison

	2023	2022	Change
Revenue	$46,829,686	$250,423	+186.0%
Expenses	$25,323,938	$376,650	+66.2%
Net Income	$21,505,748	$-126,227	-171.4%

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

$1,026,115

Total Directors

$1,026,115

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHEN D MAISLIN	VICE PRESIDENT/SECRETARY/TRUSTEE	1.00	Officer Director	$0	$51,450	$761,826
REBECCA HOVE	TREASURER/TRUSTEE	1.00	Officer Director	$0	$26,641	$264,289
LEO LINBECK III	PRESIDENT/TRUSTEE	1.00	Officer 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
2024	No data	No data	No data	No data
2023	$46,829,686	$25,323,938	$25,221,879	$21,505,748
2022	$250,423	$376,650	$6,496,231	$-126,227
2021	$250,015	$143,250	$6,622,458	$106,765
2020	$100,019	$81,250	$6,515,693	$18,769
2019	$51,057	$42,094	$6,496,924	$8,963
2018	$101,463	$103,299	$6,487,961	$-1,836

THE LINBECK FAMILY CHARITABLE TRUST