BAYLOR ORAL HEALTH FOUNDATION (EIN 752464091) - 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

1993

Legal Domicile

Principal Officer

MATTHEW J ZUMBACH

Phone

2148217500

Tax Period

2024-07-01 to 2025-06-30

BAYLOR ORAL HEALTH FOUNDATION, founded in 1993, is a community nonprofit in the Health Care sector that reported $3.1M in total revenue in fiscal year 2024. Expenses of $4.7M exceeded revenue, resulting in a 55% operating deficit.

Mission

THE BAYLOR ORAL HEALTH FOUNDATION WAS ESTABLISHED TO FOSTER AND SUPPORT THE ACTIVITIES AND PROGRAMS OF THE TEXAS A&M UNIVERSITY COLLEGE OF DENTISTRY (THE COLLEGE) TO PROVIDE FINANCIAL SUPPORT TO THE COLLEGE, AND TO ADVANCE THE ORAL HEALTH, EDUCATIONAL AND RESEARCH OBJECTIVES OF THE COLLEGE THROUGH DISTRIBUTIONS TO THE COLLEGE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $169,265

Program Service Revenue $68,291

Investment Income $2,824,595

Other Revenue $0

TOTAL REVENUE $3,062,151

Expense Breakdown

Grants Paid $3,814,531

Salaries & Benefits $636,029

Fundraising Expenses $0

Program Expenses $3,814,531

Other Expenses $282,079

TOTAL EXPENSES $4,732,639

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,062,151	$2,874,308	+0.1%
Expenses	$4,732,639	$3,630,291	+0.3%
Net Income	$-1,670,488	$-755,983	+1.2%

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

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

$452,194

Total Directors

$227,888

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MR ROBERT J BIGHAM JR	DIRECTOR, FORMER PRES. & TREASURER	28.00	Officer Director	$211,660	$16,228	$227,888
MR C THOMAS ABBOTT	DIRECTOR	1.00	Director	$0	$0	$0
MR NEAL W ADAMS	CHAIRMAN	2.00	Officer Director	$0	$0	$0
DR PATRICIA BLANTON	DIRECTOR	1.00	Director	$0	$0	$0
MR CLEVE BREEDLOVE	FORMER DIRECTOR	1.00	Director	$0	$0	$0
DR PHILLIP CAMPBELL	DIRECTOR	1.00	Director	$0	$0	$0
DR JOHN S FINDLEY	DIRECTOR	1.00	Director	$0	$0	$0
DR LEE FITZGERALD	DIRECTOR	1.00	Director	$0	$0	$0
MS MICHELLE HICKOX	DIRECTOR	2.00	Director	$0	$0	$0
MR PATRICK HOWARD	SECRETARY	2.00	Officer Director	$0	$0	$0
DR DEAN HUDSON	DIRECTOR	1.00	Director	$0	$0	$0
MR ROYCE W MEDLIN	DIRECTOR	1.00	Director	$0	$0	$0
MR MATTTHEW D PEIFFER	VICE CHAIRMAN	2.00	Officer Director	$0	$0	$0
MR JESS C RICK RICKMAN	DIRECTOR	1.00	Director	$0	$0	$0
DR W SCOTT WAUGH	DIRECTOR	1.00	Director	$0	$0	$0
MR MICHAEL A WOMBLE	DIRECTOR	1.00	Director	$0	$0	$0
MR STEPHEN R PATTERSON	CONTROLLER	30.00	Officer	$97,197	$13,807	$111,004
MR MATTHEW ZUMBACH	PRESIDENT & TREASURER	40.00	Officer	$100,549	$12,753	$113,302

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	$3,062,151	$4,732,639	$94,717,342	$-1,670,488
2024	$2,874,308	$3,630,291	$87,100,061	$-755,983
2023	$4,600,763	$2,989,621	$81,612,919	$1,611,142
2022	$4,071,225	$2,972,936	$75,747,917	$1,098,289
2021	$6,447,438	$2,934,417	$85,913,464	$3,513,021
2020	$3,443,352	$3,108,676	$69,419,245	$334,676
2019	$3,371,399	$3,208,317	$71,182,881	$163,082

BAYLOR ORAL HEALTH FOUNDATION