SAMARITAN HEALTH & WELLNESS CENTER INC (EIN 460922358) - 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

2012

Legal Domicile

Principal Officer

SUSAN HOOK

Tax Period

2023-01-01 to 2023-12-31

SAMARITAN HEALTH & WELLNESS CENTER INC, founded in 2012, is a community nonprofit in the Health Care sector that reported $1.5M in total revenue in fiscal year 2023. Revenue surged 75% from the prior year, signaling strong growth momentum. The organization ran a surplus of $285K, a strong 19% operating margin.

Mission

TO SERVE THE UNINSURED AND UNDER-INSURED IN LEE COUNTY IN A CHRIST-CENTERED ENVIRONMENT WITH THE KNOWLEDGE THAT JESUS CHRIST IS THE ONLY HEALER.

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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 $957,308

Program Service Revenue $516,090

Investment Income $5,249

Other Revenue $12,611

TOTAL REVENUE $1,491,258

Expense Breakdown

Grants Paid $0

Salaries & Benefits $919,023

Fundraising Expenses $9,563

Program Expenses $1,068,145

Other Expenses $286,950

TOTAL EXPENSES $1,205,973

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,491,258	$853,996	+0.7%
Expenses	$1,205,973	$1,019,256	+0.2%
Net Income	$285,285	$-165,260	-2.7%

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

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

$199,984

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN HOOK	EXECUTIVE DI	40.00	Officer	$199,984	$0	$199,984
BRETT FURLONG	DIRECTOR	2.00	Director	$0	$0	$0
JANET MAIOCCO	SECRETARY	1.00	Officer Director	$0	$0	$0
PAUL MEEUWSEN	TREASURER	1.00	Officer Director	$0	$0	$0
DAN O'BERSKI	DIRECTOR	2.00	Director	$0	$0	$0
HILLARY TOLMEN	DIRECTOR	1.00	Director	$0	$0	$0
JOANNE UYENO	PRESIDENT	2.00	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
2024	No data	No data	No data	No data
2023	$1,491,258	$1,205,973	$797,903	$285,285
2022	$853,996	$1,019,256	$488,382	$-165,260
2021	$954,286	$862,447	$559,460	$91,839
2020	$910,098	$819,833	$477,817	$90,265
2019	$771,629	$683,180	$379,477	$88,449
2018	$737,671	$675,867	$294,401	$61,804

SAMARITAN HEALTH & WELLNESS CENTER INC