HOSPICE OF THE SHOALS INC

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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

1982

Legal Domicile

Principal Officer

HEATHER PATTERSON

Phone

2567670021

Tax Period

2019-10-01 to 2020-09-30

Mission

TO PROVIDE HOSPICE CARE, SUPPORT, AND SERVICES TO TERMINALLY ILL PERSONS AND THEIR FAMILIES IN COLBERT, FRANKLIN, AND LAUDERDALE COUNTIES.

Program Service Accomplishments

Program 1

Expenses: $17,517 Revenue: $0

PROVIDED HOME CARE TO TERMINALLY ILL PATIENTS

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $27,517

Fundraising Expenses $0

Program Expenses $17,517

Other Expenses $14,071

TOTAL EXPENSES $41,588

Year-over-Year Comparison

	2019	2018	Change
Revenue	N/A	$221,293	-1.0%
Expenses	$41,588	$537,605	-0.9%
Net Income	N/A	$-316,312	N/A

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

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

$2,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY JONES	PRESIDENT	2.00	Officer Director	$0	$0	$0
SCOTT LOVELACE	TREASURER	2.00	Officer Director	$0	$0	$0
ANN-MARIE IRONS	BOARD MEMBER	2.00	Director	$0	$0	$0
KELLY FORD	BOARD MEMBER	2.00	Director	$0	$0	$0
BARBARA MABRY	BOARD MEMBER	2.00	Director	$0	$0	$0
BOBBY CHAMPAGNE	BOARD MEMBER	2.00	Director	$0	$0	$0
SHELIA MCNUTT	BOARD MEMBER	2.00	Director	$0	$0	$0
CAROLYN BREAKFIELD	BOARD MEMBER	2.00	Director	$0	$0	$0
ASHLEY MORROW	BOARD MEMBER	2.00	Director	$0	$0	$0
WILL PEBWORTH	BOARD MEMBER	2.00	Director	$0	$0	$0
STEPHANIE VESS	BOARD MEMBER	2.00	Director	$0	$0	$0
HEATHER PATTERSON	CEO	40.00	Officer	$2,500	$0	$2,500

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	No data	$41,588	No data	No data
2019	$221,293	$537,605	$174,560	$-316,312