Lorenzo F Baer Trust Ua 092250 Fbo is a 501(c)(92) organization based in Dallas, Texas, with $93,144 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$93K
▲ 162.7% vs prior year
Expenses (FY2024)
$54K
Net assets
$935K
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Lorenzo F Baer Trust Ua 092250 Fbo— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Lorenzo F Baer Trust Ua 092250 Fbo: 206 mo reserves · +42% margin earns a B+ on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Lorenzo F Baer Trust Ua 092250 Fbo— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Lorenzo F Baer Trust Ua 092250 Fbo: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
Show this grade on your website
A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Revenue grew from $75K (FY2020) to $93K (FY2024) across 5 reported years.
Financial snapshot
Operating margin
41.6%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$935K
Total liabilities
$0
Net assets
$935K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $93,144▲163% | $54,392▼18.4% | $935,056▲4.2% | $935,056▲4.2% | 990PF |
| 2023 | $35,458▲262% | $66,665▼14.1% | $897,277▼3.4% | $897,277▼3.4% | 990PF |
| 2022 | -$21,952▼110% | $77,626▲22.6% | $928,807▼9.7% | $928,807▼9.7% | 990PF |
| 2021 | $217,449▲191% | $63,309▼4.4% | $1,028,319▲17.8% | $1,028,319▲17.8% | 990PF |
| 2020 | $74,691 | $66,209 | $872,932 | $872,932 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Explore more
Data for Lorenzo F Baer Trust Ua 092250 Fbo (EIN 04-6401501) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.