SAM SCHMIDT FOUNDATION (EIN 431878305) - 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

2000

Legal Domicile

Principal Officer

CHRISTINE LOUCK

Phone

7024632940

Tax Period

2023-01-01 to 2023-12-31

SAM SCHMIDT FOUNDATION, founded in 2000, is a mid-sized nonprofit in the Health Care sector that reported $20.0M in total revenue in fiscal year 2023. Revenue surged 737% from the prior year, signaling strong growth momentum. The organization ran a surplus of $18.2M, a strong 91% operating margin.

Mission

THE ORGANIZATION IS COMMITTED TO FINDING TREATMENTS AND/OR CURES FOR SPINAL CORD INJURIES AND/OR PARALYSIS.

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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 $19,085,399

Program Service Revenue $264,017

Investment Income $119,276

Other Revenue $581,115

TOTAL REVENUE $20,049,807

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,037,117

Fundraising Expenses $251,339

Program Expenses $1,233,971

Other Expenses $814,178

TOTAL EXPENSES $1,851,295

Year-over-Year Comparison

	2023	2022	Change
Revenue	$20,049,807	$2,395,256	+7.4%
Expenses	$1,851,295	$1,567,335	+0.2%
Net Income	$18,198,512	$827,921	+21.0%

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

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

$248,334

Total Directors

$248,334

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SAM SCHMIDT	CHAIRMAN OF THE BOARD	4.00	Officer Director	$0	$0	$0
BILL LIACONE	TREASURER	4.00	Officer Director	$0	$0	$0
ED MATTIX	SECRETARY	2.00	Officer Director	$0	$0	$0
TODD DAVIS	DIRECTOR	2.00	Director	$0	$0	$0
LISA ARDITO	DIRECTOR	2.00	Director	$0	$0	$0
ALAN LEWIS	DIRECTOR	2.00	Director	$0	$0	$0
BRIGADIER GENERAL JOHN P MCGOFF MD	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL KRET	DIRECTOR	2.00	Director	$0	$0	$0
CHET BEILER	DIRECTOR	2.00	Director	$0	$0	$0
BILL KOEBLITZ	DIRECTOR	2.00	Director	$0	$0	$0
TIERA MCQUATER	DIRECTOR	2.00	Director	$0	$0	$0
ADELL MEANS	DIRECTOR	2.00	Director	$0	$0	$0
BRANDI KURKA	EXECUTIVE OFFICER	40.00	Officer Director	$133,296	$0	$133,296
SAVANNAH BOEHRER	DIRECTOR	2.00	Director	$0	$0	$0
CHAD W TOWNER	CHIEF EXECUTIVE OFFICER	40.00	Officer Director	$61,258	$0	$61,258
CHRISTINE LOUCK	CHIEF FINANCIAL OFFICER	40.00	Officer Director	$53,780	$0	$53,780

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	$20,049,807	$1,851,295	$23,187,532	$18,198,512
2022	$2,395,256	$1,567,335	$4,642,764	$827,921
2021	$2,098,703	$1,143,282	$4,377,146	$955,421
2020	$1,850,324	$881,639	$3,859,533	$968,685
2019	$1,660,819	$837,528	$2,168,834	$823,291
2018	$646,620	$943,825	$1,285,370	$-297,205

SAM SCHMIDT FOUNDATION