BAYLOR MEDICAL FOUNDATION (EIN 741490000) - 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

1948

Legal Domicile

Principal Officer

STEPHANIE YOUNG

Phone

7137984951

Tax Period

2019-07-01 to 2020-06-30

BAYLOR MEDICAL FOUNDATION, founded in 1948, is a community nonprofit in the Education sector that reported $1.0M in total revenue in fiscal year 2019. Revenue surged 12117% from the prior year, signaling strong growth momentum. Expenses of $994K left a modest 4% surplus.

Mission

PROVIDES SUPPORT TO BAYLOR COLLEGE OF MEDICINE TO AID IN MEDICAL INVESTIGATION AND RESEARCH.

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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 (2019)

Revenue Breakdown

Contributions & Grants $992,361

Program Service Revenue $0

Investment Income $39,783

Other Revenue $2,268

TOTAL REVENUE $1,034,412

Expense Breakdown

Grants Paid $992,361

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $992,361

Other Expenses $1,498

TOTAL EXPENSES $993,859

Year-over-Year Comparison

	2019	2018	Change
Revenue	$1,034,412	$8,467	+121.2%
Expenses	$993,859	$3,726	+265.7%
Net Income	$40,553	$4,741	+7.6%

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

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

$6,796,210

Total Directors

$4,417,053

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Paul E Klotman MD	CEO, EX-OFFICIO (AS OF 12/19)	2.0	Officer Director	$0	$639,126	$4,417,053
Kimberly Cotner David	SVP (UNTIL 12/19)	2.0	Officer	$0	$103,744	$824,986
Robert F Corrigan Jr JD	SVP & SECREARY	2.0	Officer	$0	$89,816	$662,438
JAMES P DIGAN	PRESIDENT (UNTIL 6/20)	2.0	Officer	$0	$43,695	$646,017
Oswaldo Ramirez	Treasurer	2.0	Officer	$0	$12,575	$245,716
David C Baldwin	Director (as of 12/19)	2.0	Director	$0	$0	$0
Norbert Bischofberger	Director (AS OF 12/19)	2.0	Director	$0	$0	$0
Melanie Gray	Director/Co-Chair(AS OF 12/19)	2.0	Officer Director	$0	$0	$0
Fred R Lummis	Director/Co-Chair(AS OF 12/19)	2.0	Officer Director	$0	$0	$0
TOM POWERS	DIRECTOR (AS OF 12/19)	2.0	Director	$0	$0	$0
Marc J Shapiro	Director (AS OF 12/19)	2.0	Director	$0	$0	$0
Kirk Townsend	Director (AS OF 12/19)	2.0	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
2020	$1,034,412	$993,859	$117,511	$40,553
2018	$5,951,428	$50,229,628	$149,493	$-44,278,200

BAYLOR MEDICAL FOUNDATION