UNIVERSITY OF MARY HARDIN-BAYLOR FOUNDATION (EIN 742052543) - 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

1979

Legal Domicile

Principal Officer

JENNIFER RAMM

Phone

2542958642

Tax Period

2023-01-01 to 2023-12-31

UNIVERSITY OF MARY HARDIN-BAYLOR FOUNDATION, founded in 1979, is a small nonprofit in the Education sector that reported $178K in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year. Expenses of $159K left a modest 11% surplus.

Mission

SUPPORT THE PLANT FUND OF THE UNIVERSITY OF MARY HARDIN-BAYLOR

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $178,372

TOTAL REVENUE $178,372

Expense Breakdown

Grants Paid $125,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $125,000

Other Expenses $34,159

TOTAL EXPENSES $159,159

Year-over-Year Comparison

	2023	2022	Change
Revenue	$178,372	$203,926	-0.1%
Expenses	$159,159	$100,685	+0.6%
Net Income	$19,213	$103,241	-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

N/A

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
RANDY O' REAR	PRESIDENT	1.00	Officer	$0	$0	$0
JENNIFER RAMM	SEC/TREAS	1.00	Officer	$0	$0	$0
STEVE THEODORE	VICE PRESIDENT	1.00	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
2024	No data	No data	No data	No data
2023	$178,372	$159,159	$994,431	$19,213
2022	$203,926	$100,685	$940,426	$103,241
2021	$64,948	$150,620	$811,122	$-85,672
2020	$41,747	$1,150	$870,538	$40,597

UNIVERSITY OF MARY HARDIN-BAYLOR FOUNDATION