SAMANTHA'S HOUSE FOUNDATION INC (EIN 760778795) - 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

2005

Legal Domicile

Principal Officer

JAMES R KELLER

Phone

3179261111

Tax Period

2023-01-01 to 2023-12-31

SAMANTHA'S HOUSE FOUNDATION INC, founded in 2005, is a small nonprofit in the Human Services sector that reported $265K in total revenue in fiscal year 2023. Revenue surged 413% from the prior year, signaling strong growth momentum. The organization ran a surplus of $263K, a strong 99% operating margin.

Mission

OUR MISSION IS TO HELP PEOPLE WHO ARE TRAPPED BOTH PHYSICALLY AND FINANCIALLY DUE TO SERIOUS INJURIES OR DISABILITIES BY IMPROVING THEIR SURROUNDINGS AND/OR BY PROVIDING TRANSPORTATION SOLUTIONS TO MAKE THEIR LIFE A LITTLE EASIER.

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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 $4,779

Program Service Revenue $0

Investment Income $259,965

Other Revenue $0

TOTAL REVENUE $264,744

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,511

Other Expenses $1,511

TOTAL EXPENSES $1,511

Year-over-Year Comparison

	2023	2022	Change
Revenue	$264,744	$51,566	+4.1%
Expenses	$1,511	$71,539	-1.0%
Net Income	$263,233	$-19,973	-14.2%

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
TIM JEFFERS	MEMBER	1.00	Director	$0	$0	$0
MICHAEL HANLON	MEMBER	1.00	Director	$0	$0	$0
J'NAI STULLER	MEMBER	1.00	Director	$0	$0	$0
ED HUCK	MEMBER	1.00	Director	$0	$0	$0
TERRY LEE	MEMBER	1.00	Director	$0	$0	$0
NICOLE RICHARDS	MEMBER	1.00	Director	$0	$0	$0
DAWN MCCOOL	MEMBER	1.00	Director	$0	$0	$0
JAMES R KELLER	PRESIDENT	1.25	Officer	$0	$0	$0
RACHEL FLYNN	TREASURER	2.25	Officer	$0	$0	$0
BRYAN LACEY	VICE PRESIDENT	1.00	Officer	$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
2023	$264,744	$1,511	$423,391	$263,233

SAMANTHA'S HOUSE FOUNDATION INC