BATON ROUGE AREA FOUNDATION (EIN 726030391) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

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Financial Trends

Organization Details

Formation Year

1964

Legal Domicile

Principal Officer

CHRIS MEYER

Phone

2253876126

Tax Period

2023-01-01 to 2023-12-31

BATON ROUGE AREA FOUNDATION is a 501(c)(3) with EIN 726030391, based in BATON ROUGE, LA. Founded in 1964, the organization files IRS Form 990 and reported its most recent data for fiscal year 2023. In that period, it reported $54,623,777 in total revenue and $48,602,030 in total expenses, with net assets of $311,454,468.

Mission

FOUNDATION UNITES HUMAN & FINANCIAL RESOURCES TO ENHANCE QUALITY OF LIFE IN SOUTHERN LOUISIANA

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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 (2023)

Revenue Breakdown

Contributions & Grants $33,513,682

Program Service Revenue $0

Investment Income $21,460,605

Other Revenue $-350,510

TOTAL REVENUE $54,623,777

Expense Breakdown

Grants Paid $37,292,014

Salaries & Benefits $4,645,587

Fundraising Expenses $873,670

Program Expenses $42,812,689

Other Expenses $6,664,429

TOTAL EXPENSES $48,602,030

Year-over-Year Comparison

	2023	2022	Change
Revenue	$54,623,777	$36,560,561	+0.5%
Expenses	$48,602,030	$40,794,024	+0.2%
Net Income	$6,021,747	$-4,233,463	-2.4%

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

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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

$1,429,946

Total Directors

$521,252

Key Employees

$279,902

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTOPHER J MEYER	PRESIDENT & CEO	45.00	Officer Director	$443,088	$78,164	$521,252
JEFFREY W KOONCE	CHAIR	2.00	Officer Director	$0	$0	$0
JENNIFER EPLETT REILLY	PAST CHAIR	1.00	Officer Director	$0	$0	$0
THOMAS J ADAMEK	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
DANIEL A GARDINER JR	TREASURER	1.00	Officer Director	$0	$0	$0
HELENA R CUNNINGHAM	SECRETARY	2.00	Officer Director	$0	$0	$0
ANNETTE D BARTON	DIRECTOR	0.00	Director	$0	$0	$0
PRESTON J CASTILLE JR	DIRECTOR	1.00	Director	$0	$0	$0
J WESLEY DANIELS JR	DIRECTOR	1.00	Director	$0	$0	$0
BEVERLY M HAYDEL	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT N HENSGENS	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES W LAMAR III	DIRECTOR	1.00	Director	$0	$0	$0
TODD S MANUEL	DIRECTOR	1.00	Director	$0	$0	$0
TATIANA SAAVEDRA PATEL MD	DIRECTOR	1.00	Director	$0	$0	$0
DIANNA R PAYTON	DIRECTOR	1.00	Director	$0	$0	$0
LINDA O POSNER	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW C SAURAGE	DIRECTOR	1.00	Director	$0	$0	$0
NICKLOS S SPEYRER	DIRECTOR	1.00	Director	$0	$0	$0
KAREN R WILLIAMS MD	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM E BALHOFF	DIRECTOR	1.00	Director	$0	$0	$0
JOHN M SPAIN	EXECUTIVE VICE PRESIDENT	45.00	Officer	$271,253	$32,966	$304,219
DEBORAH D PICKELL	CHIEF FINANCIAL OFFICER	45.00	Officer	$247,435	$61,303	$308,738
EDMUND J GIERING IV	ASSISTANT SECRETARY	40.00	Officer	$224,112	$71,625	$295,737
BRENNA BENSON	CHIEF OPERATING OFFICER	45.00	Key Emp	$236,113	$43,789	$279,902
LAUREN C JUMONVILLE	VICE PRESIDENT OF ENTERPRISE STRATEGY	40.00	Highest	$124,512	$62,118	$186,630
LAUREN CRUMP	VICE PRESIDENT OF NONPROFIT EXCELLENCE	40.00	Highest	$135,951	$28,374	$164,325
SARAH GARDNER	VICE PRESIDENT OF COMMUNICATIONS	40.00	Highest	$125,255	$27,624	$152,879
CARISSA GRAVES	VICE PRESIDENT OF PHILANTHROPIC ADVANCEMENT	40.00	Highest	$137,048	$20,484	$157,532
RAYMOND PRINCE	FINANCIAL OPERATIONS MANAGER	40.00	Highest	$120,095	$26,516	$146,611
JOHN G DAVIES	FORMER PRESIDENT	0.00		$47,336	$0	$120,187

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	No data	No data	No data	No data
2023	$54,623,777	$48,602,030	$321,477,524	$6,021,747
2022	$36,560,561	$40,794,024	$309,005,513	$-4,233,463
2021	$55,703,797	$37,214,739	$341,014,842	$18,489,058
2020	$35,030,558	$34,103,279	$293,247,071	$927,279

BATON ROUGE AREA FOUNDATION