BAPTIST HEALTH FOUNDATION INC (EIN 636062097) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1967

Legal Domicile

Principal Officer

ALISON SCOTT

Phone

2057154631

Tax Period

2025-01-01 to 2025-09-30

BAPTIST HEALTH FOUNDATION INC, founded in 1967, is a community nonprofit in the Health Care sector that reported $2.5M in total revenue in fiscal year 2018. The organization ran a surplus of $408K, a strong 16% operating margin.

Mission

TO ASSIST, ADVANCE AND STRENGTHEN BAPTIST HEALTH'S CHARITABLE ENDEAVORS BY SUPPORTING ITS HEALTHCARE MINISTRY AND MEDICAL EDUCATION PROGRAM.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,742,876

Program Service Revenue $0

Investment Income $589,808

Other Revenue $-147,754

TOTAL REVENUE $3,184,930

Expense Breakdown

Grants Paid $1,376,639

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,376,639

Other Expenses $536,212

TOTAL EXPENSES $1,912,851

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,184,930	$5,278,806	-0.4%
Expenses	$1,912,851	$3,206,382	-0.4%
Net Income	$1,272,079	$2,072,424	-0.4%

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

125

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
RAGAN CAIN	DIRECTOR	1.00	Director	$0	$0	$0
BOB GREENE	CHAIR, FINANCE COMMITTEE	1.00	Officer Director	$0	$0	$0
BRENDA HACKNEY	DIRECTOR	1.00	Director	$0	$0	$0
JOHN SCOTT JR	CHAIRMAN	1.00	Officer Director	$0	$0	$0
BAKER CROW	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS MITCHELL	SECRETARY	1.00	Officer Director	$0	$0	$0
MALCOLM MORROW	DIRECTOR	1.00	Director	$0	$0	$0
JENNY SNEED	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
AMY ALLEN	EX-OFFICIO MEMBER	1.00	Director	$0	$0	$0
LINDSEY PUCKETT	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER SANDERS	DIRECTOR	1.00	Director	$0	$0	$0
MELONDIE CARTER	DIRECTOR	1.00	Director	$0	$0	$0
CLEO KATHRYN GORMAN	DIRECTOR	1.00	Director	$0	$0	$0
RICKY THOMAS	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN HAMILTON	DIRECTOR	1.00	Director	$0	$0	$0
ALISON SCOTT	EXECUTIVE DIRECTOR	40.00	Officer	$0	$0	$0
ERIC JEFFRIES	CHIEF FINANCIAL OFFICER	40.00	Officer	$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	$3,184,930	$1,912,851	$45,988,147	$1,272,079
2024	$5,278,806	$3,206,382	$41,743,943	$2,072,424
2023	$3,385,911	$3,097,085	$38,436,203	$288,826
2022	$3,017,108	$2,802,297	$35,616,372	$214,811
2021	$3,006,115	$2,526,586	$42,556,459	$479,529
2020	$3,232,626	$2,304,615	$40,327,454	$928,011
2019	$2,572,625	$2,156,113	$36,476,135	$416,512
2018	$2,481,260	$2,073,416	$31,768,090	$407,844

BAPTIST HEALTH FOUNDATION INC