SAMARITAS FOUNDATION (EIN 383201490) - 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

1994

Legal Domicile

Principal Officer

DAVID WOHLEEN

Phone

3138237700

Tax Period

2023-01-01 to 2023-12-31

SAMARITAS FOUNDATION, founded in 1994, is a micro nonprofit in the Human Services sector that reported $63K in total revenue in fiscal year 2023. Revenue fell 90% from the prior year — a significant decline worth monitoring. Expenses of $958K exceeded revenue, resulting in a 1410% operating deficit.

Mission

THE RECEIPT OF CONTRIBUTIONS AND BEQUESTS FOR THE BENEFITS OF SUPPORTING THE MISSION OF SAMARITAS.

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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 $55,334

Program Service Revenue $0

Investment Income $8,124

Other Revenue $0

TOTAL REVENUE $63,458

Expense Breakdown

Grants Paid $667,609

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $667,609

Other Expenses $290,853

TOTAL EXPENSES $958,462

Year-over-Year Comparison

	2023	2022	Change
Revenue	$63,458	$654,930	-0.9%
Expenses	$958,462	$991,084	0.0%
Net Income	$-895,004	$-336,154	+1.7%

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

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

$298,627

Total Directors

$298,627

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID MORIN	TRUSTEE, SAMARITAS CEO	1.00	Officer Director	$0	$1,212	$298,627
DAVID WOHLEEN	CHAIRPERSON	5.00	Officer Director	$0	$0	$0
ELLEN BATKIE	SECRETARY	5.00	Officer Director	$0	$0	$0
BONNIE REYES	TREASURER	5.00	Officer Director	$0	$0	$0
ABEL ALCALA	TRUSTEE	1.00	Director	$0	$0	$0
PAUL BALAS	TRUSTEE	1.00	Director	$0	$0	$0
KEVIN BLASER	TRUSTEE	1.00	Director	$0	$0	$0
SHEILDA BRADDOCK	TRUSTEE	1.00	Director	$0	$0	$0
WAFA DINARO	TRUSTEE	1.00	Director	$0	$0	$0
CAROLYN DWYER	TRUSTEE	1.00	Director	$0	$0	$0
CHIP HARDWICK	TRUSTEE	1.00	Director	$0	$0	$0
KRISTIN LEGATO	TRUSTEE	1.00	Director	$0	$0	$0
JOHN MAYES	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL NUSSDORFER	TRUSTEE	1.00	Director	$0	$0	$0
CAROLYN RUSSELL	TRUSTEE	1.00	Director	$0	$0	$0
JEAN SCHLUCKEBIER	TRUSTEE	1.00	Director	$0	$0	$0
DAVID LOCHNER	TRUSTEE	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
2024	No data	No data	No data	No data
2023	$63,458	$958,462	$20,902,211	$-895,004
2022	$654,930	$991,084	$19,223,596	$-336,154
2021	$3,475,715	$1,243,637	$22,915,484	$2,232,078
2020	$4,498,194	$887,290	$20,118,440	$3,610,904
2019	$959,221	$1,022,275	$18,614,529	$-63,054
2018	$990,892	$897,453	$16,497,211	$93,439

SAMARITAS FOUNDATION