Great Smokies Health Foundation (EIN 561967734) - 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

1997

Legal Domicile

Principal Officer

Shelley Carraway

Phone

8285072270

Tax Period

2023-10-01 to 2024-09-30

Great Smokies Health Foundation, founded in 1997, is a small nonprofit in the Health Care sector that reported $701K in total revenue in fiscal year 2023. Expenses of $779K exceeded revenue, resulting in a 11% operating deficit.

Mission

Improve healthcare in Jackson, Swain, Graham and Macon counties in North Carolina.

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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 $500

Program Service Revenue $0

Investment Income $553,250

Other Revenue $146,866

TOTAL REVENUE $700,616

Expense Breakdown

Grants Paid $498,214

Salaries & Benefits $162,273

Fundraising Expenses $0

Program Expenses $673,378

Other Expenses $118,210

TOTAL EXPENSES $778,697

Year-over-Year Comparison

	2023	2022	Change
Revenue	$700,616	$-92,432	-8.6%
Expenses	$778,697	$632,144	+0.2%
Net Income	$-78,081	$-724,576	-0.9%

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

Total Directors

Key Employees

$70,901

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Heather Baker	President	1.00	Director	$0	$0	$0
Scott Connor	Treasurer	1.00	Director	$0	$0	$0
Gerald McKinney	Director	1.00	Director	$0	$0	$0
Larry Selby MD	Director	1.00	Director	$0	$0	$0
Jacob Buchanan	Secretary	1.00	Director	$0	$0	$0
Ron Laroque	Director	1.00	Director	$0	$0	$0
Julie Richards	Director	1.00	Director	$0	$0	$0
Thom Brooks	Director	1.00	Director	$0	$0	$0
Ericka Zimmerman	Director	1.00	Director	$0	$0	$0
Shelley Carraway	Executive Director	40.00	Key Emp	$70,901	$0	$70,901
Doug Keskula	Director	1.00	Director	$0	$0	$0
Carmen Nations	Director	1.00	Director	$0	$0	$0
Brian McMahan	Director	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
2024	$700,616	$778,697	$11,063,780	$-78,081
2023	$-92,432	$632,144	$9,418,457	$-724,576
2022	$654,835	$382,341	$8,781,893	$272,494
2021	$771,945	$443,342	$11,170,971	$328,603
2020	$630,800	$987,542	$9,813,827	$-356,742
2019	$172,788	$388,842	$9,828,720	$-216,054
2018	$161,276	$645,216	$9,961,361	$-483,940

Great Smokies Health Foundation