Baltimore Washington Medical Center Foundation Inc (EIN 521813656) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1993

Legal Domicile

Phone

4105538560

Tax Period

2023-07-01 to 2024-06-30

Baltimore Washington Medical Center Foundation Inc, founded in 1993, is a community nonprofit that reported $3.6M in total revenue in fiscal year 2023. Revenue surged 152% from the prior year, signaling strong growth momentum. Net assets of $10.5M represent 35 months of operating reserves.

Mission

To raise, invest and distribute funds to facilitate the accomplishments of the healthcare mission of the Baltimore Washington Medical Center, INC. (BWMC)

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $3,035,567

Program Service Revenue $0

Investment Income $446,524

Other Revenue $87,040

TOTAL REVENUE $3,569,131

Expense Breakdown

Grants Paid $3,449,231

Salaries & Benefits $0

Fundraising Expenses $115,136

Program Expenses $3,472,091

Other Expenses $166,814

TOTAL EXPENSES $3,616,045

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,569,131	$1,416,203	+1.5%
Expenses	$3,616,045	$2,685,940	+0.3%
Net Income	$-46,914	$-1,269,737	-1.0%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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

$355,100

Total Directors

$1,154,489

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHRYN C BURK	VP AND EXECUTIVE DIRECTOR	40.0	Officer Director	$0	$34,772	$355,100
MOKE WOLFE	VICE CHAIR	1.0	Officer Director	$0	$0	$0
PAULA SIDLOWSKI	TREASURER	1.0	Officer Director	$0	$0	$0
SPENCER D NEAL	CHAIRMAN	1.0	Officer Director	$0	$0	$0
TAREN BUTCHER	SECRETARY	1.0	Officer Director	$0	$0	$0
CHIRAG CHAUDHARI MD	DIRECTOR	1.0	Director	$0	$0	$0
CHRIS MASON	DIRECTOR	1.0	Director	$0	$0	$0
JENNIFER CHINO	DIRECTOR	1.0	Director	$0	$0	$0
JERRAY SLOCUM	DIRECTOR	1.0	Director	$0	$0	$0
JORI ROBINSON	DIRECTOR	1.0	Director	$0	$0	$0
JOSEPH AIELLO	DIRECTOR	1.0	Director	$0	$0	$0
KATHLEEN C MCCOLLUM	CEO AND PRESIDENT, UMBWMC	1.0	Director	$0	$41,863	$799,389
KEVIN BUTLER	DIRECTOR	1.0	Director	$0	$0	$0
LATOYA NKONGOLO	DIRECTOR	1.0	Director	$0	$0	$0
MARTHA M SIDLOWSKI	DIRECTOR	1.0	Director	$0	$0	$0
PAUL P GABLE	DIRECTOR	1.0	Director	$0	$0	$0
PETE SMITH	DIRECTOR	1.0	Director	$0	$0	$0
SCOTT J DUNKEL	DIRECTOR	1.0	Director	$0	$0	$0
TATE-MACEY DEBRA	DIRECTOR	1.0	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	$3,569,131	$3,616,045	$10,865,500	$-46,914
2023	$1,416,203	$2,685,940	$9,826,123	$-1,269,737
2022	$2,362,745	$2,132,662	$10,464,574	$230,083
2021	$2,995,923	$1,238,019	$12,452,770	$1,757,904
2020	$1,042,462	$2,177,788	$9,314,821	$-1,135,326
2019	$918,248	$577,912	$10,340,620	$340,336
2018	$898,110	$521,748	$9,947,056	$376,362

Baltimore Washington Medical Center Foundation Inc