SAMARITAN HOUSE (EIN 237416272) - 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

1974

Legal Domicile

Principal Officer

LAURA BENT

Phone

6503414081

Tax Period

2024-07-01 to 2025-06-30

SAMARITAN HOUSE, founded in 1974, is a mid-sized nonprofit that reported $35.6M in total revenue in fiscal year 2024.

Mission

TO PROVIDE SUPPORTIVE SERVICES FOR ALL MEMBERS OF OUR COMMUNITY IN NEED.

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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 $33,511,333

Program Service Revenue $40,129

Investment Income $1,312,883

Other Revenue $754,905

TOTAL REVENUE $35,619,250

Expense Breakdown

Grants Paid $395,277

Salaries & Benefits $14,172,649

Fundraising Expenses $2,215,362

Program Expenses $30,697,202

Other Expenses $21,195,173

TOTAL EXPENSES $35,763,099

Year-over-Year Comparison

	2024	2023	Change
Revenue	$35,619,250	$32,998,830	+0.1%
Expenses	$35,763,099	$31,007,554	+0.2%
Net Income	$-143,849	$1,991,276	-1.1%

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

177

Volunteers

1500

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

$743,473

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL JACKSON	PRESIDENT	2.50	Officer Director	$0	$0	$0
JOHN LAKE	VICE PRESIDENT	2.50	Officer Director	$0	$0	$0
JEFFREY LUCCHESI	TREASURER	2.50	Officer Director	$0	$0	$0
SONJA TAPPAN	SECRETARY	2.50	Officer Director	$0	$0	$0
KAREN BOWMAN	BOARD MEMBER	2.50	Director	$0	$0	$0
TISH BUSSELLE	BOARD MEMBER	2.50	Director	$0	$0	$0
BERNARD CHEN	BOARD MEMBER	2.50	Director	$0	$0	$0
MARIE CHUANG	BOARD MEMBER	2.50	Director	$0	$0	$0
ROB DECONTRERAS	BOARD MEMBER	2.50	Director	$0	$0	$0
MIKE ETHERIDGE	BOARD MEMBER	2.50	Director	$0	$0	$0
MARIA I FAULVE-MONTOJO	BOARD MEMBER	2.50	Director	$0	$0	$0
NICOLE FERNANDEZ	BOARD MEMBER	2.50	Director	$0	$0	$0
GREG HERRERA	BOARD MEMBER	2.50	Director	$0	$0	$0
LISA TOYAMA JARBOE	BOARD MEMBER	2.50	Director	$0	$0	$0
PAMELA MCCARTHY-HUDSON	BOARD MEMBER	2.50	Director	$0	$0	$0
CHRISTINA RISING	BOARD MEMBER	2.50	Director	$0	$0	$0
MASSY SAFAI	BOARD MEMBER	2.50	Director	$0	$0	$0
MARGARET TAYLOR	BOARD MEMBER	2.50	Director	$0	$0	$0
MG THIBAUT	BOARD MEMBER	2.50	Director	$0	$0	$0
JASON TING	BOARD MEMBER	2.50	Director	$0	$0	$0
HEATHER ZIMMERMAN	BOARD MEMBER	2.50	Director	$0	$0	$0
LAURA BENT	CHIEF EXECUTIVE OFFICER	40.00	Officer	$269,258	$25,957	$295,215
JOLIE BOU	CHIEF FINANCIAL OFFICER	40.00	Officer	$209,901	$26,000	$235,901
ALEC RAFFIN	CHIEF OPERATING OFFICER	40.00	Officer	$181,356	$31,001	$212,357
JESSICA HARDERS	VICE PRESIDENT OF ADVANCEMENT	40.00	Highest	$179,151	$7,189	$186,340
CONNIE GERSHANECK	VICE PRESIDENT OF HUMAN RESOURCES	40.00	Highest	$173,581	$7,800	$181,381
ROBERT RIDEAU	DENTAL DIRECTOR	40.00	Highest	$142,234	$21,094	$163,328
BRIAN CHAN	CONTROLLER	40.00	Highest	$133,307	$20,951	$154,258
AMY NGUYEN	DENTAL HYGIENIST AND COORDINATOR	40.00	Highest	$131,839	$23,000	$154,839

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	$35,619,250	$35,763,099	$38,088,675	$-143,849
2024	No data	No data	No data	No data
2023	$32,531,776	$32,981,712	$34,823,271	$-449,936
2022	$30,369,685	$25,669,039	$34,929,561	$4,700,646
2021	$30,818,986	$25,592,822	$32,708,569	$5,226,164
2020	$23,757,720	$14,929,730	$27,541,586	$8,827,990
2019	$14,087,656	$12,507,267	$17,734,140	$1,580,389
2018	$11,966,208	$11,023,264	$15,629,869	$942,944

SAMARITAN HOUSE