KATIE SAMSON FOUNDATION 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

2001

Principal Officer

CHUCK BERNICKER

Phone

6108621977

Tax Period

2019-01-01 to 2019-12-31

KATIE SAMSON FOUNDATION INC, founded in 2001, is a small nonprofit that reported $108K in total revenue in fiscal year 2019. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

TO RAISE MONEY FOR SPINAL CORD INJURY RESEARCH AND TO CONTRIBUTE TO ORGANIZATIONS THAT IMPROVE THE QUALITY OF LIFE OF THOSE WITH SPINAL CORD INJURIES

Program Service Accomplishments

Program 1

Expenses: $110,000

CONTRIBUTIONS TO ORGANIZATIONS THAT PERFORM SPINAL CORD INJURY RESEARCH AND THAT IMPROVE THE QUALITY OF LIFE OF THOSE WITH SPINAL CORD INJURIES.

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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 $92,413

Program Service Revenue $0

Investment Income $62

Other Revenue $15,842

TOTAL REVENUE $108,317

Expense Breakdown

Grants Paid $110,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $110,000

Other Expenses $2,742

TOTAL EXPENSES $112,742

Year-over-Year Comparison

	2019	2018	Change
Revenue	$108,317	$97,578	+0.1%
Expenses	$112,742	$129,645	-0.1%
Net Income	$-4,425	$-32,067	-0.9%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHUCK BERNICKER	TREASURER	2.00	Officer Director	$0	$0	$0
WILLIAM GERMAN	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
MURRAY GROSSMAN	PRESIDENT	0.50	Officer 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
2019	$108,317	$112,742	$56,764	$-4,425
2018	$97,578	$129,645	$61,189	$-32,067