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Nonprofiteer
← BAYLOR ORAL HEALTH FOUNDATION

Form 990 for tax year 2022

Filed by BAYLOR ORAL HEALTH FOUNDATION.

Totals

Total revenue
$4,600,763
Total expenses
$2,989,621
Contributions and grants received
$1,691,416
Grants paid
$2,307,881
Program service revenue
$79,470
Investment income
$2,829,877
Other revenue
$0
Total assets, end of year
$81,612,919
Total liabilities, end of year
$1,532,459
Net assets or fund balances, end of year
$80,080,460
Program services expenses (Part IX)
$2,307,881
Management and general expenses
$681,740
Fundraising expenses
$0
Program service expenses (Part III)
$2,307,881

Program services were 77.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $1,691,416

  • 2a · Program service revenue: MANAGEMENT FEES

    total $79,470 · related or exempt $79,470

  • 3 · Investment income

    total $1,921,676 · excluded $1,921,676

  • 7a · Gross sales of assets other than inventory

    securities $15,059,478

  • 7b · Less cost or other basis and sales expenses

    securities $14,151,277

  • 7c · Gain or loss

    securities $908,201

  • 7d · Net gain or loss

    total $908,201 · excluded $908,201

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,299,581 · program services $2,299,581

  • 2 · Grants to domestic individuals

    total $8,300 · program services $8,300

  • 5 · Compensation of officers, directors and key employees

    total $272,674 · management and general $272,674

  • 7 · Other salaries and wages

    total $137,207 · management and general $137,207

  • 8 · Pension plan contributions

    total $24,233 · management and general $24,233

  • 9 · Other employee benefits

    total $38,268 · management and general $38,268

  • 10 · Payroll taxes

    total $27,600 · management and general $27,600

  • 11c · Fees: accounting

    total $31,050 · management and general $31,050

  • 11f · Fees: investment management

    total $57,240 · management and general $57,240

  • 12 · Advertising and promotion

    total $252 · management and general $252

  • 13 · Office expenses

    total $11,573 · management and general $11,573

  • 14 · Information technology

    total $10,772 · management and general $10,772

  • 16 · Occupancy

    total $41,206 · management and general $41,206

  • 17 · Travel

    total $754 · management and general $754

  • 23 · Insurance

    total $14,773 · management and general $14,773

  • 24a · Other expenses: DEVELOPMENT

    total $26,500 · management and general $26,500

  • 24b · Other expenses: BOARD EXPENSE

    total $1,995 · management and general $1,995

  • 24c · Other expenses: EQUIPMENT RENT & MAINTE

    total $1,350 · management and general $1,350

  • 24d · Other expenses: UNCOLLECTIBLE PLEDGE

    total -$16,000 · management and general -$16,000

  • 24e · All other expenses

    total $293 · management and general $293

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $431,114 · end of year $141,198

  • 2 · Savings and temporary cash investments

    beginning of year $5,247,082 · end of year $5,554,289

  • 3 · Pledges and grants receivable

    beginning of year $27,140 · end of year $40,189

  • 4 · Accounts receivable

    beginning of year $13,081 · end of year $306

  • 9 · Prepaid expenses and deferred charges

    beginning of year $20,101 · end of year $22,281

  • 10a · Land, buildings and equipment: cost or other basis

    $10,213

  • 10b · Land, buildings and equipment: accumulated depreciation

    $5,220

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $4,993

  • 11 · Investments: publicly traded securities

    beginning of year $45,155,206 · end of year $34,500,920

  • 12 · Investments: other securities

    beginning of year $24,311,345 · end of year $40,482,849

  • 15 · Other assets

    beginning of year $542,848 · end of year $865,894

  • 17 · Accounts payable and accrued expenses

    beginning of year $100,696 · end of year $106,295

  • 18 · Grants payable

    beginning of year $834,040 · end of year $788,006

  • 25 · Other liabilities

    beginning of year $358,358 · end of year $638,158

  • 27 · Net assets without donor restrictions

    beginning of year $67,679,017 · end of year $71,506,918

  • 28 · Net assets with donor restrictions

    beginning of year $6,775,806 · end of year $8,573,542

Mission and programs · 2022

Mission

SEE SCHEDULE O

Activities or mission (Part I)

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

  • PROVIDE FINANCIAL SUPPORT FOR ACTIVITIES & PROGRAMS OF TEXAS A&M UNIVERSITY SCHOOL OF DENTISTRY AND TO ADVANCE THE ORAL HEALTH, EDUCATIONAL AND RESEARCH OBJECTIVES THROUGH DISTRIBUTIONS TO THE SCHOOL.

    Expenses $2,307,881 · Grants $2,307,881 · Revenue $79,470

As filed on the 2022 return.

Listed in Part VII

  • MR ROBERT J BIGHAM JR

    PRESIDENT & TREASURER

    Total calculated
    $231,241
    From this org
    $208,918
    From related orgs
    $0
    Other
    $22,323
    Hours/week
    28

    Schedule J breakdown matched by us

    Base
    $202,918
    Bonus
    $0
    Other
    $6,000
    Deferred
    $12,175
    Nontaxable benefits
    $10,148
    Filer's total
    $231,241

  • MS LANELLE WATKINS

    ASSISTANT TREASURER

    Total calculated
    $31,194
    From this org
    $29,423
    From related orgs
    $0
    Other
    $1,771
    Hours/week
    16

  • MR C THOMAS ABBOTT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MR NEAL W ADAMS

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • MS BECKY BELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DR PATRICIA BLANTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MR CLEVE BREEDLOVE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DR PHILLIP CAMPBELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DR JOHN S FINDLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3.3

  • MS MICHELLE HICKOX

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3.5

  • DR FRANK HIGGINBOTTOM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MR PATRICK HOWARD

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • DR DEAN HUDSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MR ROYCE W MEDLIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MR MATTTHEW D PEIFFER

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    3

  • MR JESS C RICK RICKMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DR W SCOTT WAUGH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.8

  • MR MICHAEL A WOMBLE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Provenance

Return type
form_990
Tax year
2022
Filed
8 November 2023
IRS schema version
2022v5.0
Source object
202313139349302201

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