BAIRD FAMILY CHARITABLE TRUST (EIN 756423660) - 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

1991

Legal Domicile

Principal Officer

Michael Jung

Phone

5123016363

Tax Period

2024-07-01 to 2025-06-30

BAIRD FAMILY CHARITABLE TRUST, founded in 1991, is a micro nonprofit that reported $49K in total revenue in fiscal year 2024. Revenue fell 55% from the prior year — a significant decline worth monitoring. Net assets of $1.0M represent 251 months of operating reserves.

Mission

To provide income for the maintenance and preservation of the conservation easementcovering the Baird Ranch and other properties as to which Texas Land Conservancy hasbeen granted either an ownership interest or a conservation easement covering thesame.

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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 $48,840

Other Revenue $0

TOTAL REVENUE $48,840

Expense Breakdown

Grants Paid $46,835

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $46,835

Other Expenses $1,440

TOTAL EXPENSES $48,275

Year-over-Year Comparison

	2024	2023	Change
Revenue	$48,840	$109,583	-0.6%
Expenses	$48,275	$36,459	+0.3%
Net Income	$565	$73,124	-1.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Travis Phillips	Trustee	1.00	Officer Director	$0	$0	$0
Michelle Kopplow	Trustee	1.00	Officer Director	$0	$0	$0
Michael Jung	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
2025	$48,840	$48,275	$1,022,325	$565
2024	$109,583	$36,459	$1,021,760	$73,124
2023	$-38,388	$16,292	$990,264	$-54,680
2022	$107,528	$39,229	$925,018	$68,299
2021	$82,706	$25,874	$1,117,130	$56,832
2020	$63,469	$10,724	$897,246	$52,745
2018	$52,789	$36,411	$729,874	$16,378

BAIRD FAMILY CHARITABLE TRUST