Nantahala Health Foundation (EIN 832682447) - 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

2019

Legal Domicile

Phone

8286341527

Tax Period

2024-01-01 to 2024-12-31

Nantahala Health Foundation, founded in 2019, is a small nonprofit in the Health Care sector that reported $733K in total revenue in fiscal year 2024. Revenue surged 212% from the prior year, signaling strong growth momentum. Expenses of $872K exceeded revenue, resulting in a 19% operating deficit.

Mission

Improving health and well-being for those living in westermost 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 (2024)

Revenue Breakdown

Contributions & Grants $209,714

Program Service Revenue $6,000

Investment Income $517,458

Other Revenue $0

TOTAL REVENUE $733,172

Expense Breakdown

Grants Paid $440,628

Salaries & Benefits $222,331

Fundraising Expenses $41,210

Program Expenses $683,123

Other Expenses $209,090

TOTAL EXPENSES $872,049

Year-over-Year Comparison

	2024	2023	Change
Revenue	$733,172	$235,064	+2.1%
Expenses	$872,049	$425,501	+1.0%
Net Income	$-138,877	$-190,437	-0.3%

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

$127,942

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lori A Bailey	Executive Director	40.00	Officer	$113,033	$14,909	$127,942
Lisa Leatherman	Chairperson	1.50	Officer Director	$0	$0	$0
Roger Plemens	Vice-Chairperson	1.00	Officer Director	$0	$0	$0
Jane Kimsey	Treasurer	1.50	Officer Director	$0	$0	$0
Clarissa Ashe	Board Member	1.00	Director	$0	$0	$0
Ollin Dunford	Board Member	2.00	Director	$0	$0	$0
David Garrett	Board Member	2.00	Director	$0	$0	$0
Samantha Bradley	Board Member	1.00	Director	$0	$0	$0
Ann Lukens	Board Member	1.50	Director	$0	$0	$0
Debbie Mauney	Board Member	2.00	Director	$0	$0	$0
Paul Worley	Board Member	2.00	Director	$0	$0	$0
Latesha Wiggins	Board Member	1.00	Director	$0	$0	$0
Alison Cochran	Board Member	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	$733,172	$872,049	$12,782,389	$-138,877
2023	$235,064	$425,501	$12,294,276	$-190,437
2022	$382,710	$832,868	$11,391,516	$-450,158
2021	$5,604,162	$1,201,008	$13,991,311	$4,403,154
2020	$5,868,455	$1,067,885	$8,839,835	$4,800,570
2019	$5,191,817	$1,726,231	$3,551,697	$3,465,586

Nantahala Health Foundation