AUDREY BACKUS CHARITABLE TRUST

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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

2000

Legal Domicile

Phone

8003523705

Tax Period

2024-10-01 to 2025-09-30

AUDREY BACKUS CHARITABLE TRUST, founded in 2000, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.3M in total revenue in fiscal year 2024. Revenue surged 250% from the prior year, signaling strong growth momentum. The organization ran a surplus of $495K, a strong 22% operating margin.

Mission

TO MANAGE INVESTMENTS THAT WILL SUPPORT THE CALIFORNIA COMMUNITY FOUNDATION WHICH IS THE SOLE BENEFICIARY AS REQUIRED BY THE TRUST.

Program Service Accomplishments

Program 1

Expenses: $1,620,341

CALIFORNIA COMMUNITY FOUNDATION: INVESTMENTS ARE MANAGED TO 1) GENERATE INCOME THROUGH RENTS, INTEREST, DIVIDENDS AND GAINS. 2) INCREASE THE VALUE OF THE UNDERLYING SECURITIES AND PROPERTIES ALL FOR...

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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 $2,270,422

Other Revenue $0

TOTAL REVENUE $2,270,422

Expense Breakdown

Grants Paid $1,603,586

Salaries & Benefits $146,854

Fundraising Expenses $0

Program Expenses $1,620,341

Other Expenses $25,151

TOTAL EXPENSES $1,775,591

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,270,422	$647,991	+2.5%
Expenses	$1,775,591	$1,554,051	+0.1%
Net Income	$494,831	$-906,060	-1.5%

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

N/A

Employees

N/A

Volunteers

N/A

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
N/A	TRUSTEE	1.0		$146,854	$0	$146,854

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	$2,270,422	$1,775,591	$18,392,380	$494,831
2024	$647,991	$1,554,051	$17,908,662	$-906,060
2023	$881,889	$1,489,017	$18,805,037	$-607,128
2022	$1,993,014	$1,854,112	$19,426,362	$138,902
2021	$4,186,587	$1,583,743	$19,283,815	$2,602,844
2020	$2,719,451	$1,518,219	$16,664,117	$1,201,232
2019	$892,385	$1,594,428	$15,379,906	$-702,043
2018	$1,052,722	$3,127,388	$17,127,625	$-2,074,666