BAIRD FUND CORPORATION (EIN 883732510) - 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

2022

Legal Domicile

Principal Officer

JEFF RUNDLE

Phone

5135237591

Tax Period

2024-06-01 to 2025-05-31

BAIRD FUND CORPORATION, founded in 2022, is a small nonprofit in the Recreation & Sports sector that reported $264K in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $250K left a modest 5% surplus.

Mission

MANAGE THE ENDOWMENT THAT SUPPORTS THE PUBLICATION AND DISTRIBUTION OF THE BETA THETA PI MAGAZINE TO BETA THETA PI FRATERNITY MEMBERS AND SUPPORTERS.

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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 $103,683

Investment Income $158,670

Other Revenue $1,795

TOTAL REVENUE $264,148

Expense Breakdown

Grants Paid $234,480

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $15,640

TOTAL EXPENSES $250,120

Year-over-Year Comparison

	2024	2023	Change
Revenue	$264,148	$201,997	+0.3%
Expenses	$250,120	$236,374	+0.1%
Net Income	$14,028	$-34,377	-1.4%

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

$498,395

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT UMSTADTER	BOARD MEMBER	1.00	Director	$0	$0	$0
KRISTOFER SWANSON	BOARD MEMBER	1.00	Director	$0	$0	$0
BEN SWARTZ	PRESIDENT	1.00	Officer Director	$0	$0	$0
AUSTIN MARPLE	CHIEF FINANCIAL OFFICER	1.00	Officer	$0	$7,481	$160,106
JEFF RUNDLE	CHIEF EXECUTIVE OFFICER	1.00	Officer	$0	$33,837	$338,289

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	$264,148	$250,120	$5,528,036	$14,028
2024	$201,997	$236,374	$5,065,039	$-34,377

BAIRD FUND CORPORATION