SAMARITAN MEMORIAL FOUNDATION (EIN 431667900) - 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

BRENT BERNHARDT

Phone

6603858700

Tax Period

2024-01-01 to 2024-12-31

SAMARITAN MEMORIAL FOUNDATION, founded in 1994, is a micro nonprofit in the Health Care sector that reported $51K in total revenue in fiscal year 2024. Expenses of $49K left a modest 3% surplus.

Mission

TO HELP SUPPORT THE COUNTY HOSPITAL

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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 $2,719

Program Service Revenue $0

Investment Income $1,060

Other Revenue $47,243

TOTAL REVENUE $51,022

Expense Breakdown

Grants Paid $48,412

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $48,412

Other Expenses $901

TOTAL EXPENSES $49,313

Year-over-Year Comparison

	2024	2023	Change
Revenue	$51,022	$49,715	+0.0%
Expenses	$49,313	$32,943	+0.5%
Net Income	$1,709	$16,772	-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

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
MICHAEL AUSTIN	MEMBER	0.50	Director	$0	$0	$0
BRENT BERNHARDT	PRESIDENT	0.50	Officer Director	$0	$0	$0
PAT CLARKE	MEMBER	0.50	Director	$0	$0	$0
DAN COONS	TREASURER	0.50	Officer Director	$0	$0	$0
JACK DAVISON	MEMBER	0.50	Director	$0	$0	$0
TOM HASSELBRING	MEMBER	0.50	Director	$0	$0	$0
JD KING	MEMBER	0.50	Director	$0	$0	$0
LYNETTE LONG	MEMBER	0.50	Director	$0	$0	$0
RICHELLE SHOEMAKER	MEMBER	0.50	Director	$0	$0	$0
LEIGH SIMON	VICE PRESIDE	0.50	Officer Director	$0	$0	$0
KARLA THERIAC	SECRETARY	0.50	Officer Director	$0	$0	$0
BEN WILLIAMS	MEMBER	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	$51,022	$49,313	$613,543	$1,709
2023	$49,715	$32,943	$710,500	$16,772
2022	$10,318	$20,277	$789,011	$-9,959
2021	$24,185	$52,541	$891,096	$-28,356
2020	$20,448	$7,340	$1,008,212	$13,108
2019	$34,406	$33,471	$1,075,115	$935
2018	$22,158	$858	$1,191,347	$21,300

SAMARITAN MEMORIAL FOUNDATION