TEXAS BIOMEDICAL FORUM C/O TREASURER (EIN 237080207) - 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

1970

Legal Domicile

Principal Officer

SARAH HAGER

Phone

2103266394

Tax Period

2023-08-01 to 2024-07-31

TEXAS BIOMEDICAL FORUM C/O TREASURER, founded in 1970, is a community nonprofit in the Science & Technology sector that reported $1.0M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

THE PURPOSE OF TEXAS BIOMEDICAL FORUM IS TO PROVIDE SUPPORT FOR TEXAS BIOMEDICAL RESEARCH INSTITUTE

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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 (2023)

Revenue Breakdown

Contributions & Grants $377,246

Program Service Revenue $0

Investment Income $927

Other Revenue $659,678

TOTAL REVENUE $1,037,851

Expense Breakdown

Grants Paid $1,008,878

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,008,878

Other Expenses $43,749

TOTAL EXPENSES $1,052,627

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,037,851	$917,822	+0.1%
Expenses	$1,052,627	$900,212	+0.2%
Net Income	$-14,776	$17,610	-1.8%

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

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
SARAH HAGER	PRESIDENT	4.00	Officer	$0	$0	$0
ADRIANNA GROSSMAN	PRESIDENT EL	4.00	Officer	$0	$0	$0
ALLEGRA HAWKINS	VICE PRESIDE	4.00	Officer	$0	$0	$0
CLARA OSTRANDER	VICE PRESIDE	4.00	Officer	$0	$0	$0
CLAIRE MCNAB	VICE PRESIDE	4.00	Officer	$0	$0	$0
CAROLINA LEWIS	VICE PRESIDE	4.00	Officer	$0	$0	$0
AVRIL BYRNE	TREASURER	4.00	Officer	$0	$0	$0
JOANNAH PICKETT	ASSOCIATE TR	4.00	Officer	$0	$0	$0
JAYME RUSSELL	COMMUNICATIO	4.00	Officer	$0	$0	$0
LAUREN BIEGLER	PARLIAMENTAR	4.00	Officer	$0	$0	$0
ELAINE VORNSAND	SECRETARY	4.00	Officer	$0	$0	$0
REBECCA NATHAN	PAST PRESIDE	4.00	Officer	$0	$0	$0
MADDIE ALLEN	LECTURE LUNC	4.00	Director	$0	$0	$0
KATY BADER	SPECIAL EVEN	4.00	Director	$0	$0	$0
AMY BERG	NEWSLETTER	4.00	Director	$0	$0	$0
MARY DEEN	GALA TABLE S	4.00	Director	$0	$0	$0
CAROLINE GUGLIELMO	SOCIAL MEDIA	4.00	Director	$0	$0	$0
EVA HOLLIDAY	SOCIAL CORRE	4.00	Director	$0	$0	$0
MEREDITH HOWARD	MEMBERSHIP A	4.00	Director	$0	$0	$0
SALLIE LEWIS SCHNEIDER	SCIENCE EDUC	4.00	Director	$0	$0	$0
ELIZABETH MARCEAU	GRANTS ASST	4.00	Director	$0	$0	$0
MARIE MAYS	GALA ASST	4.00	Director	$0	$0	$0
EMILY MCMURRAY	MEMBERSHIP R	4.00	Director	$0	$0	$0
ANA LEAH MONTEMAYOR	SPECIAL EVEN	4.00	Director	$0	$0	$0
KAY KAY O'BRIEN	PAST PRESIDE	4.00	Director	$0	$0	$0
MARGARET PAPE	ASST TREASUR	4.00	Director	$0	$0	$0
ASHLEY QUINTANILLA	GALA LOGISTI	4.00	Director	$0	$0	$0
CLAIRE ROUSE	COMMUNICATIO	4.00	Director	$0	$0	$0
AMANDA WILLIAMS	NEWSLETTER	4.00	Director	$0	$0	$0
MARGARET YANCY	HISTORIAN	4.00	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
2024	$1,037,851	$1,052,627	$49,761	$-14,776
2023	$917,822	$900,212	$64,537	$17,610
2022	$544,990	$532,370	$46,927	$12,620
2021	$498,801	$613,981	$34,307	$-115,180
2020	$703,976	$623,604	$149,487	$80,372

TEXAS BIOMEDICAL FORUM C/O TREASURER