THE SAMFUND INC (EIN 206018710) - 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

2003

Legal Domicile

Principal Officer

SAMANTHA E WATSON

Phone

6179383484

Tax Period

2018-07-01 to 2019-06-30

THE SAMFUND INC, founded in 2003, is a small nonprofit that reported $520K in total revenue in fiscal year 2018. Revenue decreased 17% compared to the prior year.

Mission

THE SAMFUND IS DESIGNED TO HELP YOUNG ADULTS RECOVER FROM THE FINANCIAL IMPACT OF CANCER. THROUGH DIRECT FINANCIAL ASSISTANCE AS WELL AS FREE ONLINE SUPPORT AND EDUCATION, THE SAMFUND HELPS YOUNG ADULTS MOVE FORWARD PERSONALLY AND PROFESSIONAL AFTER CANCER TREATMENT.

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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 (2018)

Revenue Breakdown

Contributions & Grants $511,110

Program Service Revenue $0

Investment Income $9,062

Other Revenue $0

TOTAL REVENUE $520,172

Expense Breakdown

Grants Paid $171,004

Salaries & Benefits $263,400

Fundraising Expenses $88,517

Program Expenses $399,061

Other Expenses $108,018

TOTAL EXPENSES $542,422

Year-over-Year Comparison

	2018	2017	Change
Revenue	$520,172	$623,419	-0.2%
Expenses	$542,422	$540,514	+0.0%
Net Income	$-22,250	$82,905	-1.3%

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

100

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

$162,171

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARRY SEIGERMAN	TRUSTEE	2.00	Director	$0	$0	$0
CAROLYN JASINSKI	TRUSTEE	2.00	Director	$0	$0	$0
COREY PETERSON	TREASURER	2.00	Officer Director	$0	$0	$0
CYNTHIA EISENSTEIN	TRUSTEE	2.00	Director	$0	$0	$0
GLENN EISENSTEIN	TRUSTEE	2.00	Director	$0	$0	$0
JEFFREY COOPER	TRUSTEE	2.00	Director	$0	$0	$0
LEX FRIEDMAN	TRUSTEE	2.00	Director	$0	$0	$0
MORLEY GOLDBERG	TRUSTEE	2.00	Director	$0	$0	$0
SHARON KARSTEN	TRUSTEE	2.00	Director	$0	$0	$0
STEVEN BANDROWCZAK	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
VICTOR FELDMAN	TRUSTEE	2.00	Director	$0	$0	$0
MICHELLE LANDWEHR	COO	40.00	Officer	$76,976	$2,309	$79,285
SAMANTHA E WATSON	CEO	40.00	Officer	$71,561	$11,325	$82,886

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	$520,172	$542,422	$410,984	$-22,250
2018	$623,419	$540,514	$430,955	$82,905

THE SAMFUND INC