NORTH CAROLINA STROKE ASSOCIATION

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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

1998

Legal Domicile

Principal Officer

MARY ELIZABETH PARKS

Phone

3367135052

Tax Period

2019-01-01 to 2019-12-31

NORTH CAROLINA STROKE ASSOCIATION, founded in 1998, is a micro nonprofit that reported $2K in total revenue in fiscal year 2019. Revenue fell 93% from the prior year — a significant decline worth monitoring. Expenses of $5K exceeded revenue, resulting in a 212% operating deficit.

Mission

CONDUCTING PROGRAMS FOR STROKE PREVENTION AND EDUCATIONAL OUTREACH

Program Service Accomplishments

Program 1

Expenses: $2,710

STROKE RISK IDENTIFICATION PROGRAM: 1. PROVIDES EVIDENCED-BASED AND STANDARDIZED SCREENING PROTOCOL FOR COMMUNITY STROKE RISK SCREENINGS 2. IDENTIFIES INDIVIDUALS WHO ARE AT HIGH RISK FOR STROKE 3...

STROKE RISK IDENTIFICATION PROGRAM: 1. PROVIDES EVIDENCED-BASED AND STANDARDIZED SCREENING PROTOCOL FOR COMMUNITY STROKE RISK SCREENINGS 2. IDENTIFIES INDIVIDUALS WHO ARE AT HIGH RISK FOR STROKE 3. REVIEWS AND COUNSELS PARTICIPANTS ON SCREENING RESULTS 4. PROVIDES PARTICIPANTS WITH IDENTIFIED COMMUNITY MEDICAL RESOURCES FOR INTERVENTION TREATMENT 5. PROVIDES OUTCOME SCREENING DATA TO HOSPITALS THAT INCLUDE HIGH RISK PARTICIPANT SCREENING RESULTS AND CONTACT INFORMATION FOR HOSPITALS TO FOLLOW-UPBEYOND THE HOSPITAL PROGRAM: 1. EDUCATES INPATIENTS ON SECONDARY STROKE PREVENTION AND ON POST -STROKE ISSUES 2. PROVIDES EDUCATION MANUAL FOR INTERDISCIPLINARY PATIENT EDUCATION, ACCORDING TO INDIVIDUAL TREATMENT ASSESSMENTS 3. PROVIDES THREE-MONTH FOLLOW-UP INTERVIEW USING EVIDENCED BASED CRITERIA IN STROKE PREVENTION TO MEASURE EDUCATION EFFECTIVENESS AND EQUALITY OUTCOMES 4. PROVIDES OBJECTIVE OUTCOMES THAT INCLUDES PATIENT MEDICATION COMPLIANCE, ON RE-HOSPITALIZATION, AND ON PATIENT LEVEL OF STROKE DISABILITY 5. PROVIDES CONSTRUCT FOR ANY HOSPITAL TO IMPLEMENT QUALITY IMPROVEMENT AND IMPROVE STROKE CARE IN NORTH CAROLINA 6. PROVIDES EACH HOSPITAL WITH PROFILE AND OUTCOMES REPORTS

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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 (2019)

Revenue Breakdown

Contributions & Grants $1,500

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,500

Expense Breakdown

Grants Paid $2,710

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,710

Other Expenses $1,972

TOTAL EXPENSES $4,682

Year-over-Year Comparison

	2019	2018	Change
Revenue	$1,500	$20,325	-0.9%
Expenses	$4,682	$200,338	-1.0%
Net Income	$-3,182	$-180,013	-1.0%

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

N/A

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY ELIZABETH PARKS	EXECUTIVE DIRECTOR	40.00	Officer Director	$0	$0	$0
CHARLES TEGELER MD	PRESIDENT	5.00	Officer Director	$0	$0	$0
JAY T BRILEY	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
ANN L SPENCER	SECRETARY	5.00	Officer Director	$0	$0	$0
WILLIAM HOLLAN JR	TREASURER	5.00	Officer Director	$0	$0	$0
SUSAN ASHCRAFT	DIRECTOR	1.00	Director	$0	$0	$0
CHERYL BUSHNELL MD	DIRECTOR	1.00	Director	$0	$0	$0
ATHENA GALLINS	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN GORDON	DIRECTOR	1.00	Director	$0	$0	$0
AMY GUZIK MD	DIRECTOR	1.00	Director	$0	$0	$0
PAUL H HAMMES	DIRECTOR	1.00	Director	$0	$0	$0
M ANITA P HOLMES	DIRECTOR	1.00	Director	$0	$0	$0
RAYETTA JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
AMY JONES	DIRECTOR	1.00	Director	$0	$0	$0
ROBIN JONES	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH PARKER KELLY	DIRECTOR	1.00	Director	$0	$0	$0
COLIN T MCDONALD MD	DIRECTOR	1.00	Director	$0	$0	$0
JO MALFITANO	DIRECTOR	1.00	Director	$0	$0	$0
PEG O'CONNELL	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTY C SPENCER	DIRECTOR	1.00	Director	$0	$0	$0
MIKE WAID	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT YAPUNDICH MD	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
2019	$1,500	$4,682	No data	$-3,182
2018	$20,325	$200,338	$3,182	$-180,013