Scott & White Healthcare Foundation (EIN 273513154) - 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

2010

Legal Domicile

Principal Officer

Lori Luppino

Phone

2148204135

Tax Period

2024-07-01 to 2025-06-30

Scott & White Healthcare Foundation, founded in 2010, is a mid-sized nonprofit in the Health Care sector that reported $43.0M in total revenue in fiscal year 2024. Revenue surged 66% from the prior year, signaling strong growth momentum. The organization ran a surplus of $20.6M, a strong 48% operating margin.

Mission

To establish relationships and develop an understanding of and a belief in Baylor Scott & White Health's (BSWH) missions and vision in order to obtain philanthropic financial resources to meet the needs of the network of clinics, acute care hospitals and related health care entities it serves.

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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 $25,789,343

Program Service Revenue $0

Investment Income $16,562,223

Other Revenue $679,126

TOTAL REVENUE $43,030,692

Expense Breakdown

Grants Paid $17,792,325

Salaries & Benefits $3,049,745

Fundraising Expenses $1,824,535

Program Expenses $18,834,062

Other Expenses $1,549,489

TOTAL EXPENSES $22,391,559

Year-over-Year Comparison

	2024	2023	Change
Revenue	$43,030,692	$25,899,145	+0.7%
Expenses	$22,391,559	$18,486,184	+0.2%
Net Income	$20,639,133	$7,412,961	+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

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

$1,561,380

Total Directors

$8,494,529

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Thomas Burdett	Director/Chair	1.00	Officer Director	$0	$0	$0
Drayton McLane III	Director/Vice Chair	1.00	Officer Director	$0	$0	$0
Robin W Watson MD	Director	1.00	Director	$0	$164,753	$1,714,016
Andrejs Avots-Avotins MD	Director	1.00	Director	$0	$42,368	$810,878
Timothy Bittenbinder MD	Director	1.00	Director	$0	$43,353	$1,168,834
Angel Caldera MD	Director	1.00	Director	$0	$66,134	$933,016
Mary Claire Culpepper	Director	1.00	Director	$0	$0	$0
Michelle Digaetano	Director	1.00	Director	$0	$0	$0
Morris E Foster	Director (Thru 1/23/25)	1.00	Director	$0	$0	$0
Donald R Grobowsky	Director	1.00	Director	$0	$0	$0
Ted W Hejl	Director	1.00	Director	$0	$0	$0
Aval-Na'Ree Green MD	Director	1.00	Director	$0	$49,991	$467,395
Dominic Lucia MD	Director	1.00	Director	$0	$45,626	$564,593
Tresa McNeal MD	Director	1.00	Director	$0	$32,460	$496,647
Sarah Miller	Director	1.00	Director	$0	$0	$0
Mark Montgomery MD	Director	1.00	Director	$0	$31,000	$905,262
Todd Moore	Director	1.00	Director	$0	$0	$0
Arundhati Rao MD PhD	Director	1.00	Director	$0	$31,825	$1,033,098
William Rogers	Director	1.00	Director	$0	$0	$0
Muralidhar Jatla MD	Director	1.00	Director	$0	$42,788	$400,790
Jim Kruse	Director	1.00	Director	$0	$0	$0
Lori Luppino	President/CEO	40.00	Officer	$328,564	$25,148	$353,712
Amy Martin	Treasurer	1.00	Officer	$0	$77,661	$500,711
Grant Teegarden	Secretary	1.00	Officer	$0	$87,260	$706,957
Kassi Horner	Director Philanthropy	40.00	Highest	$152,912	$16,476	$169,388
Christopher Beck	Director Philanthropy	40.00	Highest	$212,787	$37,442	$250,229
Ashley Castillo	Director Philanthropy	40.00	Highest	$186,080	$26,393	$212,473
Evelyn Herr	Director Philanthropy	40.00	Highest	$149,084	$14,037	$163,121
Jeremy J Ksionda	Director Philanthropy	40.00	Highest	$156,587	$34,762	$191,349

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	$43,030,692	$22,391,559	$192,045,350	$20,639,133
2024	$25,899,145	$18,486,184	$168,845,668	$7,412,961
2023	$19,263,696	$16,929,428	$153,489,775	$2,334,268
2022	$25,212,795	$17,271,180	$146,242,648	$7,941,615
2021	$21,935,084	$41,982,371	$180,193,020	$-20,047,287
2020	$28,506,709	$52,024,631	$164,912,352	$-23,517,922
2019	$23,152,980	$46,310,296	$200,927,940	$-23,157,316
2018	$33,169,759	$17,294,713	$215,130,647	$15,875,046

Scott & White Healthcare Foundation