SAMARA THE CENTER FOR INDIVIDUAL AND FAMILY GROWTH (EIN 208559454) - 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

2007

Legal Domicile

Principal Officer

JOSEPH HADDAD

Phone

7173679252

Tax Period

2023-01-01 to 2023-12-31

SAMARA THE CENTER FOR INDIVIDUAL AND FAMILY GROWTH, founded in 2007, is a small nonprofit that reported $254K in total revenue in fiscal year 2023. Revenue fell 56% from the prior year — a significant decline worth monitoring. Expenses of $336K exceeded revenue, resulting in a 32% operating deficit.

Mission

INTENSIVE PARENTING TRAINING AND CHILDRENS PROGRAMS

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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 $130,793

Program Service Revenue $95,299

Investment Income $11,598

Other Revenue $16,500

TOTAL REVENUE $254,190

Expense Breakdown

Grants Paid $0

Salaries & Benefits $210,462

Fundraising Expenses $150

Program Expenses $281,429

Other Expenses $125,965

TOTAL EXPENSES $336,427

Year-over-Year Comparison

	2023	2022	Change
Revenue	$254,190	$575,280	-0.6%
Expenses	$336,427	$347,016	0.0%
Net Income	$-82,237	$228,264	-1.4%

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

$50,344

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAMELA HADDAD	CO-EXEC DIRE	40.00	Officer	$49,992	$0	$49,992
JOSEPH HADDAD	CO-EXEC DIRE	40.00	Officer	$352	$0	$352
KIRSTEN BLOSE	DIRECTOR	0.50	Director	$0	$0	$0
JAMES FITZPATRICK	EX-OFFICIO S	0.50	Director	$0	$0	$0
DAVID KIDD	TREASURER	0.50	Director	$0	$0	$0
GREG LASZAKOVITZ	PRESIDENT	0.50	Officer Director	$0	$0	$0
JUSTIN SMAY	DIRECTOR	0.50	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	No data	No data	No data	No data
2023	$254,190	$336,427	$1,025,582	$-82,237
2022	$575,280	$347,016	$1,110,094	$228,264
2021	$337,190	$276,665	$885,418	$60,525
2020	$292,840	$199,771	$534,596	$93,069
2019	$374,434	$320,014	$456,522	$54,420

SAMARA THE CENTER FOR INDIVIDUAL AND FAMILY GROWTH