BAPTIST HEALTH CARE FOUNDATION INC (EIN 590192265) - 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

1975

Legal Domicile

Phone

4482278478

Tax Period

2023-10-01 to 2024-09-30

BAPTIST HEALTH CARE FOUNDATION INC, founded in 1975, is a community nonprofit in the Health Care sector that reported $3.3M in total revenue in fiscal year 2023. Revenue fell 35% from the prior year — a significant decline worth monitoring. Expenses of $3.1M left a modest 6% surplus.

Mission

TO SUPPORT HEALTHCARE RELATED SERVICES BY PROVIDING FINANCIAL AND FUNDRAISING ASSISTANCE TO BAPTIST HEALTH CARE, INC. AND ITS TAX-EXEMPT AFFILIATES.

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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 $3,247,784

Program Service Revenue $0

Investment Income $182,560

Other Revenue $-121,946

TOTAL REVENUE $3,308,398

Expense Breakdown

Grants Paid $2,902,782

Salaries & Benefits $0

Fundraising Expenses $178,963

Program Expenses $2,902,782

Other Expenses $191,387

TOTAL EXPENSES $3,094,169

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,308,398	$5,125,112	-0.4%
Expenses	$3,094,169	$4,073,603	-0.2%
Net Income	$214,229	$1,051,509	-0.8%

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

259

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

$686,435

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRETT BARROW	MEMBER/VICE CHAIRMAN	1.0	Officer Director	$0	$0	$0
CHARLES GUND JR	MEMBER/TREASURER	1.0	Officer Director	$0	$0	$0
MARGARET T STOPP	MEMBER/CHAIRMAN	1.0	Officer Director	$0	$0	$0
PAMELA CADDELL	MEMBER/VICE CHAIRMAN	1.0	Officer Director	$0	$0	$0
ROBERT JONES	MEMBER/SECRETARY	1.0	Officer Director	$0	$0	$0
ADELA FERNANDEZ	MEMBER	1.0	Director	$0	$0	$0
ANN HAYWARD	MEMBER	1.0	Director	$0	$0	$0
BETTY ROBERTS	MEMBER	1.0	Director	$0	$0	$0
DOUG WOODWARD	MEMBER	1.0	Director	$0	$0	$0
JESSICA LEE	MEMBER	1.0	Director	$0	$0	$0
JOHN PEACOCK	MEMBER	1.0	Director	$0	$0	$0
JOHN SULLIVAN	MEMBER	1.0	Director	$0	$0	$0
KLEIN MILLER	MEMBER	1.0	Director	$0	$0	$0
KRISTIN LONGLEY	MEMBER	1.0	Director	$0	$0	$0
MIKE MORETTE	MEMBER	1.0	Director	$0	$0	$0
PELBRETON BALFOUR MD	MEMBER	1.0	Director	$0	$0	$0
PETER LAUTER	MEMBER	1.0	Director	$0	$0	$0
TASHA AVERY	MEMBER	1.0	Director	$0	$0	$0
ELIZABETH CALLAHAN	MEMBER/ASSIST. SECRETARY	1.0	Officer	$0	$32,920	$530,123
KATHERINE KC GARTMAN	EXECUTIVE DIRECTOR	40.0	Officer	$0	$13,462	$156,312

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	$3,308,398	$3,094,169	$16,394,718	$214,229
2023	$5,125,112	$4,073,603	$16,496,522	$1,051,509
2022	$5,172,022	$1,009,253	$22,784,369	$4,162,769
2021	$9,716,749	$1,306,690	$20,653,876	$8,410,059
2020	$2,578,984	$2,422,095	$12,606,024	$156,889
2019	$2,465,112	$2,113,409	$12,740,155	$351,703
2018	$2,981,784	$1,535,943	$12,886,120	$1,445,841

BAPTIST HEALTH CARE FOUNDATION INC