Western Carolina Medical Society Association (EIN 561714480) - 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

1990

Legal Domicile

Principal Officer

Elisa Quarles

Phone

8282742267

Tax Period

2020-01-01 to 2020-12-31

Western Carolina Medical Society Association, founded in 1990, is a small nonprofit that reported $231K in total revenue in fiscal year 2020. The organization ran a surplus of $56K, a strong 24% operating margin.

Mission

The Western Carolina Medical Society Association is the physicians' voice advocating for the health of the medical profession, the health of the patient, and the health of the community.

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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 (2020)

Revenue Breakdown

Contributions & Grants $170,206

Program Service Revenue $0

Investment Income $3,389

Other Revenue $57,374

TOTAL REVENUE $230,969

Expense Breakdown

Grants Paid $0

Salaries & Benefits $101,549

Fundraising Expenses $0

Program Expenses $135,333

Other Expenses $73,860

TOTAL EXPENSES $175,409

Year-over-Year Comparison

	2020	2019	Change
Revenue	$230,969	$229,005	+0.0%
Expenses	$175,409	$227,662	-0.2%
Net Income	$55,560	$1,343	+40.4%

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

N/A

Independent Members

N/A

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

$129,326

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Miriam Schwarz CEO	Executive Director (See Note)	16.00	Officer	$113,071	$16,255	$129,326
Richard Bunio MD	President	2.00	Officer Director	$0	$0	$0
Katie Dunlap MD	Treasurer	2.00	Officer Director	$0	$0	$0
Aimee Riley DO	Secretary	2.00	Officer Director	$0	$0	$0
Mark McNeill MD	Director at Large	1.00	Director	$0	$0	$0
Raymond Thertulien MD	Director at Large	1.00	Director	$0	$0	$0
Jennifer Abbott MD	Director at Large	1.00	Director	$0	$0	$0
Tracy Bell PA-C	Director at Large	1.00	Director	$0	$0	$0
Sara Cash MD	Director at Large	1.00	Director	$0	$0	$0
Paulette Doiron MD	Director at Large	1.00	Director	$0	$0	$0
Scott Donaldson MD	Director at Large	1.00	Director	$0	$0	$0
Jeffrey Garris MD	Director at Large	1.00	Director	$0	$0	$0
Brian Garvin MD	Director at Large	1.00	Director	$0	$0	$0
Kate Graeme DO	Director at Large	1.00	Director	$0	$0	$0
William McLean MD	Director at Large	1.00	Director	$0	$0	$0
Jessica Pior MD	Director at Large	1.00	Director	$0	$0	$0
Charlotte Heppner MD	Director at Large	1.00	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
2020	$230,969	$175,409	No data	$55,560
2019	$229,005	$227,662	$439,198	$1,343
2018	$251,713	$238,026	$430,122	$13,687

Western Carolina Medical Society Association