SAMARITAN FELLOWSHIP (EIN 232054289) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1959

Legal Domicile

Principal Officer

TOM MAIER

Phone

7172437338

Tax Period

2025-01-01 to 2025-12-31

SAMARITAN FELLOWSHIP, founded in 1959, is a small nonprofit that reported $719K in total revenue in fiscal year 2025. Revenue surged 186% from the prior year, signaling strong growth momentum. The organization ran a surplus of $514K, a strong 72% operating margin.

Mission

TO PROVIDE EMERGENCY SHORT-TERM FINANCIAL ASSISTANCE FOR FAMILIES/INDIVIDUALS EXPERIENCING UNEXPECTED/SUDDEN LOSS OF INCOME.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $487,014

Program Service Revenue $0

Investment Income $231,747

Other Revenue $0

TOTAL REVENUE $718,761

Expense Breakdown

Grants Paid $197,719

Salaries & Benefits $0

Fundraising Expenses $143

Program Expenses $197,719

Other Expenses $6,688

TOTAL EXPENSES $204,407

Year-over-Year Comparison

	2025	2024	Change
Revenue	$718,761	$251,558	+1.9%
Expenses	$204,407	$192,147	+0.1%
Net Income	$514,354	$59,411	+7.7%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN KUNICK	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
KEVIN LYTTLE	CHAIRPERSON-	1.00	Officer Director	$0	$0	$0
DAVE SARCONE	VICE CHAIRPE	1.00	Officer Director	$0	$0	$0
TOM MAIER	TREASURER	1.00	Officer Director	$0	$0	$0
ROGER WOODS	ASSISTANT TR	1.00	Officer Director	$0	$0	$0
WAYNE HENDERSON	EXECUTIVE SE	1.00	Officer Director	$0	$0	$0
JUDY CASTRINA	RECORDING SE	1.00	Officer Director	$0	$0	$0
BARBARA ALLEN	RECORDING SE	1.00	Officer Director	$0	$0	$0
VIVIAN COLEMAN	RECORDING SE	1.00	Officer Director	$0	$0	$0
JANE BELLINGER	DATA MANAGER	1.00	Officer Director	$0	$0	$0
ROBERT BEARD	BOARD MEMBER	1.00	Director	$0	$0	$0
FRANK CASTRINA	BOARD MEMBER	1.00	Director	$0	$0	$0
GRACE D'ALO	BOARD MEMBER	1.00	Director	$0	$0	$0
JOAN W JONES	BOARD MEMBER	1.00	Director	$0	$0	$0
AMY TOWNE	BOARD MEMBER	1.00	Director	$0	$0	$0
SHIRLEY MCKEEHAN	BOARD MEMBER	1.00	Director	$0	$0	$0
JACK MOSCATO	BOARD MEMBER	1.00	Director	$0	$0	$0
TERRY RASCH	BOARD MEMBER	1.00	Director	$0	$0	$0
SHERMAINE RIDEOUT	BOARD MEMBER	1.00	Director	$0	$0	$0
CHIP DERINGER	BOARD MEMBER	1.00	Director	$0	$0	$0
PAM WIWEL	BOARD MEMBER	1.00	Director	$0	$0	$0
LOIS KIELKOPF	BOARD MEMBER	1.00	Director	$0	$0	$0
SUSAN DERINGER	BOARD MEMBER	1.00	Director	$0	$0	$0
CAROL STUART	BOARD MEMBER	1.00	Director	$0	$0	$0
DOUGLAS STUART	BOARD MEMBER	1.00	Director	$0	$0	$0
SUZANNE WAGSTAFF	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT RASCH	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID HATCH	BOARD MEMBER	1.00	Director	$0	$0	$0
ART KUNST	BOARD MEMBER	1.00	Director	$0	$0	$0
AVA NEFF	BOARD MEMBER	1.00	Director	$0	$0	$0
RICHARD NEFF	BOARD MEMBER	1.00	Director	$0	$0	$0
TERRI MAIER	BOARD MEMBER	1.00	Director	$0	$0	$0
CHERYL HALE	BOARD MEMBER	1.00	Director	$0	$0	$0
BILL DOLL	BOARD MEMBER	1.00	Director	$0	$0	$0
TOM PLACE	BOARD MEMBER	1.00	Director	$0	$0	$0
JAY LEADER	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
2025	$718,761	$204,407	$1,623,266	$514,354
2024	$251,558	$192,147	$1,124,650	$59,411
2023	$180,445	$237,496	$1,024,495	$-57,051
2022	$282,606	$260,284	$979,943	$22,322
2021	$218,822	$199,962	$1,116,402	$18,860
2020	$319,285	$264,069	$1,010,341	$55,216
2019	$236,407	$250,797	$891,510	$-14,390
2018	$229,215	$238,376	$820,527	$-9,161

SAMARITAN FELLOWSHIP