CHATTANOOGA SURGICAL FOUNDATION

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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

1972

Legal Domicile

Principal Officer

J DANIEL STANLEY MD

Phone

4237570875

Tax Period

2023-02-01 to 2024-01-31

CHATTANOOGA SURGICAL FOUNDATION, founded in 1972, is a micro nonprofit in the Diseases & Disorders sector that reported $94K in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $25K, a strong 27% operating margin.

Mission

TO SOLICIT, RECEIVE, ADMINISTER, ACCUMULATE AND DISBURSE FUNDS FOR SUCH CHARITABLE EDUCATION AND SCIENTIFIC PURPOSES AS WILL MOST EFFECTIVELY PROMOTE KNOWLEDGE AND SKILLS IN CONNECTION WITH GENERAL SURGERY PERFORMED ON THE HUMAN BODY.

Program Service Accomplishments

Program 1

Expenses: $63,364 Revenue: $78,044

PROMOTION OF KNOWLEDGE AND SKILLS IN CONNECTION WITH GENERAL SURGERY PERFORMED ON THE HUMAN BODY, EDUCATION, AND TRAINING OF INTERNS AND RESIDENTS IN SURGERY THROUGH SEMINARS AND OTHER APPROPRIATE...

PROMOTION OF KNOWLEDGE AND SKILLS IN CONNECTION WITH GENERAL SURGERY PERFORMED ON THE HUMAN BODY, EDUCATION, AND TRAINING OF INTERNS AND RESIDENTS IN SURGERY THROUGH SEMINARS AND OTHER APPROPRIATE MEANS.

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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 $78,044

Program Service Revenue $0

Investment Income $15,654

Other Revenue $0

TOTAL REVENUE $93,698

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,456

Fundraising Expenses $0

Program Expenses $63,364

Other Expenses $64,176

TOTAL EXPENSES $68,632

Year-over-Year Comparison

	2023	2022	Change
Revenue	$93,698	$77,153	+0.2%
Expenses	$68,632	$98,587	-0.3%
Net Income	$25,066	$-21,434	-2.2%

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

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
J DANIEL STANELY MD	PRESIDENT AND DIRECTOR	5.00	Officer Director	$0	$0	$0
HEATH GILES MD	SECRETARY AND DIRECTOR	5.00	Officer Director	$0	$0	$0
BENJAMIN DART MD	DIRECTOR	5.00	Director	$0	$0	$0
ROBERT HEADERICK JR MD	DIRECTOR	5.00	Director	$0	$0	$0
LAURA WITHERSPOON MD	DIRECTOR	5.00	Director	$0	$0	$0
JEANNE SCANLAND MD	DIRECTOR	5.00	Director	$0	$0	$0
MICHAEL S GREER MD	DIRECTOR	5.00	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
2024	$93,698	$68,632	$451,066	$25,066
2023	$77,153	$98,587	$425,802	$-21,434
2022	$153,709	$76,716	$446,826	$76,993
2021	$124,067	$68,133	$369,833	$55,934