Baylor Health Care System Employee Benefit Trust (EIN 751848557) - 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

1982

Legal Domicile

Principal Officer

Jonathon Frampton

Phone

2148204135

Tax Period

2023-01-01 to 2023-12-31

Baylor Health Care System Employee Benefit Trust, founded in 1982, is a major nonprofit in the Mutual Benefit sector that reported $677.4M in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion.

Mission

Provides employee benefits to employees of Baylor Scott & White Health and its 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 $0

Program Service Revenue $676,380,003

Investment Income $1,003,728

Other Revenue $0

TOTAL REVENUE $677,383,731

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,100

Fundraising Expenses $0

Other Expenses $100,315,422

TOTAL EXPENSES $683,992,621

Year-over-Year Comparison

	2023	2022	Change
Revenue	$677,383,731	$567,643,324	+0.2%
Expenses	$683,992,621	$591,998,659	+0.2%
Net Income	$-6,608,890	$-24,355,335	-0.7%

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

N/A

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
N/A	Trustee	2.00		$3,100	$0	$3,100

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	$677,383,731	$683,992,621	$34,799,534	$-6,608,890
2022	$567,643,324	$591,998,659	$41,791,875	$-24,355,335
2021	$593,664,917	$556,995,637	$54,076,161	$36,669,280
2020	$536,790,513	$518,616,056	$16,910,984	$18,174,457
2019	$473,232,765	$494,945,506	$3,404,574	$-21,712,741
2018	$456,151,977	$463,960,261	$23,637,609	$-7,808,284

Baylor Health Care System Employee Benefit Trust