The Samaritan Center-Simi Valley (EIN 770321181) - 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

1992

Legal Domicile

Principal Officer

Doug Landon

Phone

8055799166

Tax Period

2023-07-01 to 2024-06-30

The Samaritan Center-Simi Valley, founded in 1992, is a small nonprofit in the Housing & Shelter sector that reported $582K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

The mission of the Samaritan Center-Simi Valley is to offer people experiencing housing and food insecurity supportive services essential to human dignity.

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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 $551,204

Program Service Revenue $0

Investment Income $2,487

Other Revenue $28,598

TOTAL REVENUE $582,289

Expense Breakdown

Grants Paid $0

Salaries & Benefits $371,199

Fundraising Expenses $25,154

Program Expenses $480,888

Other Expenses $214,299

TOTAL EXPENSES $585,498

Year-over-Year Comparison

	2023	2022	Change
Revenue	$582,289	$526,900	+0.1%
Expenses	$585,498	$451,487	+0.3%
Net Income	$-3,209	$75,413	-1.0%

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

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
Nancy Mason	Vice President	5.00	Director	$0	$0	$0
Daniel Pena	President	5.00	Officer Director	$0	$0	$0
Tracy Heminuk	Secretary	5.00	Officer Director	$0	$0	$0
Doug Landon	Treasurer	30.00	Officer Director	$0	$0	$0
Alan Hoang	Director	1.00	Director	$0	$0	$0
Linda Hagen	Director	5.00	Director	$0	$0	$0
Evan Sears	Director	1.00	Director	$0	$0	$0
Grace Hughes	Director	1.00	Director	$0	$0	$0
Neal Larsen	Director	1.00	Director	$0	$0	$0
Gregory Lewandowski	Director	5.00	Director	$0	$0	$0
Sarah Kitch	Director	1.00	Director	$0	$0	$0
James Monroe	Director	1.00	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
2025	No data	No data	No data	No data
2024	$582,289	$585,498	$314,931	$-3,209
2023	$526,900	$451,487	$313,132	$75,413
2022	$422,048	$340,650	$206,491	$81,398
2021	$385,354	$374,056	$171,387	$11,298
2020	$288,516	$263,484	$153,994	$25,032
2019	$339,319	$375,331	$114,071	$-36,012
2018	$363,896	$390,020	$144,828	$-26,124
2018	$363,896	$390,020	$144,828	$-26,124

The Samaritan Center-Simi Valley