University of Maryland Baltimore Foundation Inc (EIN 311678679) - 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

1999

Legal Domicile

Principal Officer

PAM HECKLER

Phone

4107065631

Tax Period

2023-07-01 to 2024-06-30

University of Maryland Baltimore Foundation Inc, founded in 1999, is a mid-sized nonprofit in the Education sector that reported $52.0M in total revenue in fiscal year 2023. The organization ran a surplus of $14.1M, a strong 27% operating margin.

Mission

SOLICIT/RECEIVE CONTRIBUTIONS/GRANTS FROM GENERAL PUBLIC TO HOLD, INVEST AND ADMINISTER THESE FUNDS AND PAY EXPENDITURES FOR UNIVERSITY AND SERVE IN ADVISORY ROLE TO PRESIDENT.

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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 $31,051,099

Program Service Revenue $74,629

Investment Income $20,917,966

Other Revenue $-20,574

TOTAL REVENUE $52,023,120

Expense Breakdown

Grants Paid $24,646,038

Salaries & Benefits $439,736

Fundraising Expenses $2,079,933

Program Expenses $30,414,338

Other Expenses $12,818,361

TOTAL EXPENSES $37,904,135

Year-over-Year Comparison

	2023	2022	Change
Revenue	$52,023,120	$53,946,958	0.0%
Expenses	$37,904,135	$37,318,380	+0.0%
Net Income	$14,118,985	$16,628,578	-0.2%

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

$1,577,313

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES L HUGHES	PRESIDENT/CEO	20.0	Officer	$552,332	$139,231	$691,563
PAM HECKLER	TREASURER & COO	40.0	Officer	$286,230	$86,472	$372,702
GREGORY BOWDEN	SENIOR VP (Eff. 12/23)	40.0	Officer	$340,000	$1,231	$341,231
SHERI MYERS	ASST. TREASURER (Eff. 11/23)	40.0	Officer	$165,000	$6,817	$171,817
HARRY C KNIPP	CHAIR	1.0	Director	$0	$0	$0
ELLEN H YANKELLOW	VICE CHAIR	1.0	Director	$0	$0	$0
JOHN C WEISS	SECRETARY	1.0	Director	$0	$0	$0
ANTHONY P ASHTON ESQ	TRUSTEE	0.5	Director	$0	$0	$0
PETE BUZY	TRUSTEE	0.5	Director	$0	$0	$0
SCOTT CANUEL	TRUSTEE	0.5	Director	$0	$0	$0
MARY E CASKEY	TRUSTEE	0.5	Director	$0	$0	$0
HAROLD E CHAPPELEAR	TRUSTEE	0.5	Director	$0	$0	$0
CHARLES CHEN	TRUSTEE	0.5	Director	$0	$0	$0
STEVE DUBIN	TRUSTEE	0.5	Director	$0	$0	$0
MARECO EDWARDS	TRUSTEE	0.5	Director	$0	$0	$0
TISHA S EDWARDS	TRUSTEE	0.5	Director	$0	$0	$0
JENNIFER O ESTABROOK	TRUSTEE	0.5	Director	$0	$0	$0
BARRY L GARBER	TRUSTEE	0.5	Director	$0	$0	$0
BRIAN J GIBBONS	TRUSTEE	0.5	Director	$0	$0	$0
EMERSON 'RANDY' HALL	TRUSTEE	0.5	Director	$0	$0	$0
JOSEPH R HARDIMAN	TRUSTEE	0.5	Director	$0	$0	$0
ALVIN D KATZ	TRUSTEE	0.5	Director	$0	$0	$0
SAM LENNON JR	TRUSTEE	0.5	Director	$0	$0	$0
RAY LEWIS	TRUSTEE	0.5	Director	$0	$0	$0
SAMANTHA MELLERSON	TRUSTEE	0.5	Director	$0	$0	$0
MICHAEL E MULDOWNEY	TRUSTEE	0.5	Director	$0	$0	$0
DAMIEN MYERS	TRUSTEE	0.5	Director	$0	$0	$0
TODD L PARCHMAN	TRUSTEE	0.5	Director	$0	$0	$0
NIKOS PAVLIDIS	TRUSTEE	0.5	Director	$0	$0	$0
MALINDA PEEPLES	TRUSTEE	0.5	Director	$0	$0	$0
MAURICE N REID	TRUSTEE	0.5	Director	$0	$0	$0
NNEKA RIMMER	TRUSTEE	0.5	Director	$0	$0	$0
FREDERICK G SMITH	TRUSTEE	0.5	Director	$0	$0	$0
RICHARD L TAYLOR	TRUSTEE	0.5	Director	$0	$0	$0
MEI XU	TRUSTEE	0.5	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
2025	No data	No data	No data	No data
2024	$52,023,120	$37,904,135	$498,682,827	$14,118,985
2023	$53,946,958	$37,318,380	$470,520,325	$16,628,578
2022	$64,089,840	$33,980,712	$444,522,086	$30,109,128
2021	$59,974,746	$24,526,694	$437,980,331	$35,448,052
2020	$45,303,605	$27,575,733	$351,577,637	$17,727,872
2019	$43,960,983	$27,979,891	$346,326,317	$15,981,092
2018	$53,387,994	$26,008,962	$328,466,910	$27,379,032

University of Maryland Baltimore Foundation Inc