Civic Intelligence

Baird Family Charitable Trust

990 • Fiscal year 2017 • EIN 75-6423660

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 22, 2020

Organization ProfileN/A
104 N Birmingham StreetWylie, TX 75098

(972) 889-3003

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

39th percentile

0.01x

Higher debt load relative to assets than 39% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

75th percentile

0.21x

Higher debt load relative to revenue than 75% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

93rd percentile

54%

Higher net margin than 93% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

49th percentile

2.8%

Faster asset growth than 49% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

89th percentile

69%

Faster revenue growth than 89% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$693,873

Up $18,735 (+2.8%) from 2016

Net Assets

Up

$686,476

Up $18,958 (+2.8%) from 2016

Liabilities

Down

$7,397

Down $223 (-2.9%) from 2016

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin93rd percentile

Revenue

Up

$35,015

Up $14,292 (+69%) from 2016

Expenses

Up

$16,057

Up $1,920 (+14%) from 2016

Net Income

Up

$18,958

Up $12,372 (+188%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $504,568Liabilities 2011: $3,308Net Assets 2011: $501,2602011Assets 2012: $560,321Liabilities 2012: $8,255Net Assets 2012: $552,0662012Assets 2013: $578,054Liabilities 2013: $9,170Net Assets 2013: $568,8842013Assets 2014: $630,594Liabilities 2014: $5,521Net Assets 2014: $625,0732014Assets 2015: $667,745Liabilities 2015: $6,813Net Assets 2015: $660,9322015Assets 2016: $675,138Liabilities 2016: $7,620Net Assets 2016: $667,5182016Assets 2017: $693,873Liabilities 2017: $7,397Net Assets 2017: $686,4762017Assets 2018: $729,874Liabilities 2018: $27,020Net Assets 2018: $702,8542018Assets 2019: $888,116Liabilities 2019: $0Net Assets 2019: $888,1162019Assets 2020: $897,246Liabilities 2020: $0Net Assets 2020: $897,2462020Assets 2021: $1,117,130Liabilities 2021: $0Net Assets 2021: $1,117,1302021Assets 2022: $925,018Liabilities 2022: $8,000Net Assets 2022: $917,0182022Assets 2023: $990,264Liabilities 2023: $0Net Assets 2023: $990,2642023Assets 2024: $1,021,760Liabilities 2024: $0Net Assets 2024: $1,021,7602024Assets 2025: $1,022,325Liabilities 2025: $0Net Assets 2025: $1,022,3252025

Highlighted filing

2017

Assets$693,873
Liabilities$7,397
Net Assets$686,476
Open 2017 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50K-$100KRevenue 2011: $9,793Expenses 2011: $3,321Net Income 2011: $6,4722011Revenue 2012: $63,562Expenses 2012: $12,756Net Income 2012: $50,8062012Expenses 2013: $15,1032013Revenue 2014: $68,179Expenses 2014: $11,990Net Income 2014: $56,1892014Revenue 2015: $49,504Expenses 2015: $13,645Net Income 2015: $35,8592015Revenue 2016: $20,723Expenses 2016: $14,137Net Income 2016: $6,5862016Revenue 2017: $35,015Expenses 2017: $16,057Net Income 2017: $18,9582017Revenue 2018: $52,789Expenses 2018: $36,411Net Income 2018: $16,3782018Revenue 2019: $142,614Expenses 2019: $9,287Net Income 2019: $133,3272019Revenue 2020: $63,469Expenses 2020: $10,724Net Income 2020: $52,7452020Revenue 2021: $82,706Expenses 2021: $25,874Net Income 2021: $56,8322021Revenue 2022: $107,528Expenses 2022: $39,229Net Income 2022: $68,2992022Revenue 2023: -$38,388Expenses 2023: $16,292Net Income 2023: -$54,6802023Revenue 2024: $109,583Expenses 2024: $36,459Net Income 2024: $73,1242024Revenue 2025: $48,840Expenses 2025: $48,275Net Income 2025: $5652025

Highlighted filing

2017

Revenue$35,015
Expenses$16,057
Net Income$18,958
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 22, 2020
Return Version
2016v3.1
Gross Receipts
$221,462
Mission and Program Overview

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.

Investments to provide income for the preservation and maintenance of the conservation easement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$662,871$627,341▼ $35,530
Rtn Earn Endowment Incm Other Fnds$567,518$586,476▲ $18,958
Cap Stk Tr Prin Current Funds$100,000$100,000→ $0
Cash and Non-Interest-Bearing Accounts$12,267$66,532▲ $54,265
Total Assets$675,138$693,873▲ $18,735
Liabilities
Other Liabilities$6,020$7,397▲ $1,377
Accounts Payable and Accrued Expenses$1,600--
Total Liabilities$7,620$7,397▼ $223
Net Assets / Fund Balance
Total Net Assets Fund Balance$667,518$686,476▲ $18,958
Total Liabilities and Net Assets / Fund Balance$675,138$693,873▲ $18,735
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Janell MorganTrustee
Michael JungTrustee
Travis PhillipsTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$35,015
Other Revenue
$0
Change in Net Assets
$18,958
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$16,057
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$7,397--$7,397
Fees for Service Investment Mgmnt Fees$7,060--$7,060
Fees for Services Accounting-$1,600-$1,600
Total Functional Expenses$14,457$1,600$0$16,057
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Conribution Payable$7,397
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 9

“Michael jung 1701 n greenville ave richardson, tx 75081”

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“The governing documents and forms 990 are maintained by a trustee and are available for review by request.”

Filing and Contact Details

Filer

Filer Name
Baird Family Charitable Trust
EIN
75-6423660
Phone
9728893003
Address
104 N BIRMINGHAM STREET, WYLIE, TX 75098

Signing Officer

Name
Janell Morgan
Title
Trustee
Phone
9728893003
Signed
2020-01-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Travis Phillips
Formed
1991
Legal Domicile
TX
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Sheriff & Morgan Pc
Address
104 N BIRMINGHAM ST, WYLIE, TX 75098-4435
Preparer
Janell J Morgan CPA
Phone
9728893003
Raw XML Appendix272 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/NoListedPersonsCompensatedInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MICHAEL JUNG 1701 N GREENVILLE AVE RICHARDSON, TX 75081
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANELL J MORGAN CPA
ReturnHeader/ReturnTs02018-01-22T15:10:49-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$693,873
Liabilities
$7,397
Net assets
$686,476
Revenue
$35,015
Expenses
$16,057
Net income
$18,958
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.05$0.05$0.00
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$0.11$0.04$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.99$0.04$0.02$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.01$0.92$0.11$0.04$0.07
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.00$1.12$0.08$0.03$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.00$0.90$0.06$0.01$0.05
2019Summary only. Only limited summary data is available for this year.$0.89$0.00$0.89$0.14$0.01$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.03$0.70$0.05$0.04$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.69$0.01$0.69$0.04$0.02$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.01$0.67$0.02$0.01$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.01$0.66$0.05$0.01$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.63$0.01$0.63$0.07$0.01$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.01$0.57$0.02
2012Summary only. Only limited summary data is available for this year.$0.56$0.01$0.55$0.06$0.01$0.05
2011Summary only. Only limited summary data is available for this year.$0.50$0.00$0.50$0.01$0.00$0.01