SAMU FOUNDATION (EIN 814198808) - 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

2016

Legal Domicile

Principal Officer

ANDREA GALLEGOS-MONTILLA

Phone

2026994860

Tax Period

2023-01-01 to 2023-12-31

SAMU FOUNDATION, founded in 2016, is a community nonprofit in the International Affairs sector that reported $9.0M in total revenue in fiscal year 2023. Revenue surged 353% from the prior year, signaling strong growth momentum. Expenses of $7.6M left a modest 15% surplus.

Mission

SEE PART III, LINE 1

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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 $4,412,260

Program Service Revenue $4,563,468

Investment Income $0

Other Revenue $8,906

TOTAL REVENUE $8,984,634

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,245,575

Fundraising Expenses $200

Program Expenses $7,283,807

Other Expenses $4,403,327

TOTAL EXPENSES $7,648,902

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,984,634	$1,981,712	+3.5%
Expenses	$7,648,902	$2,097,643	+2.6%
Net Income	$1,335,732	$-115,931	-12.5%

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

$238,623

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARLOS GONZALEZ-ESCALADA	CHAIRMAN	8.00	Director	$0	$0	$0
ALEJANDRO ALVAREZ MACIAS	VICE CHAIRMAN	1.00	Director	$0	$0	$0
BORJA GONZALEZ-ESCALADA	SECRETARY	1.00	Director	$0	$0	$0
JUAN GONZALEZ-ESCALADA	TREASURER	16.00	Officer Director	$0	$0	$0
ANDREA GALLEGOS MONTILLA	MANAGING DIRECTOR	44.00	Officer	$125,251	$5,716	$130,967
LAURA STEPHANADIS	DEPUTY DIRECTOR	44.00	Officer	$102,760	$4,896	$107,656

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	$8,984,634	$7,648,902	$3,758,525	$1,335,732
2022	$1,981,712	$2,097,643	$720,098	$-115,931

SAMU FOUNDATION