Society of Samaritans Inc (EIN 760187004) - 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

1986

Legal Domicile

Principal Officer

Margo Melear

Phone

9722439922

Tax Period

2024-01-01 to 2024-12-31

Society of Samaritans Inc, founded in 1986, is a small nonprofit in the Human Services sector that reported $711K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year.

Mission

To aid families in need of food, shelter, and medical attention.

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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 $407,419

Program Service Revenue $0

Investment Income $-25,481

Other Revenue $328,741

TOTAL REVENUE $710,679

Expense Breakdown

Grants Paid $231,366

Salaries & Benefits $322,331

Fundraising Expenses $54,776

Program Expenses $638,174

Other Expenses $199,979

TOTAL EXPENSES $753,676

Year-over-Year Comparison

	2024	2023	Change
Revenue	$710,679	$790,262	-0.1%
Expenses	$753,676	$761,541	0.0%
Net Income	$-42,997	$28,721	-2.5%

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

Total Directors

$112,605

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kyle Montgomery	President	25.00	Officer Director	$0	$0	$0
Brett Sims	Vice-President	25.00		$0	$0	$0
Mark Prescott	Treasurer	5.00	Officer Director	$0	$0	$0
Beverly Points	Director	6.00	Officer Director	$0	$0	$0
Megan White	Secretary	6.00		$0	$0	$0
Jonothan Aldridge	Director	1.00	Director	$0	$0	$0
Nancy Carmichael	Director	1.00	Officer Director	$0	$0	$0
Matthew Doc Danzer	Director	1.00	Director	$0	$0	$0
Dona Hunt	Director	8.00	Director	$0	$0	$0
Leonard Derden	Director	1.00	Director	$0	$0	$0
Brent Frenchak	Director	1.00	Director	$0	$0	$0
Amelia Lindley	Director	1.00	Director	$0	$0	$0
Kendrick Skipper	Director	1.00	Director	$0	$0	$0
Charlotte O'Neal	Director	1.00	Director	$0	$0	$0
Rebecca Conner	Executive Director	40.00	Director	$0	$0	$61,000
Lesli Fussell	Assistant Executive Director	40.00	Director	$0	$0	$51,605

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	$710,679	$753,676	$625,042	$-42,997
2023	$790,262	$761,541	$677,694	$28,721
2022	$988,497	$1,265,762	$799,985	$-277,265
2021	$1,308,633	$757,087	$1,080,142	$551,546
2020	$728,958	$552,214	$526,978	$176,744
2019	$443,392	$409,920	$350,355	$33,472
2018	$468,324	$416,936	$318,474	$51,388

Society of Samaritans Inc