JAMES SAMARITAN (EIN 815362721) - 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

2017

Legal Domicile

Principal Officer

JULIE WONDERGEM

Phone

9858889750

Tax Period

2025-01-01 to 2025-12-31

JAMES SAMARITAN, founded in 2017, is a small nonprofit in the Human Services sector that reported $210K in total revenue in fiscal year 2025. Revenue fell 40% from the prior year — a significant decline worth monitoring. Expenses of $294K exceeded revenue, resulting in a 40% operating deficit.

Mission

CONNECT THE COMMUNITY AND CHURCH TO CREATE HEALTHY SUPPORT SYSTEMS FOR AT RISK YOUTH AND FAMILIES.

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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 (2025)

Revenue Breakdown

Contributions & Grants $209,691

Program Service Revenue $0

Investment Income $255

Other Revenue $0

TOTAL REVENUE $209,946

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $9,502

Program Expenses $198,333

Other Expenses $294,318

TOTAL EXPENSES $294,318

Year-over-Year Comparison

	2025	2024	Change
Revenue	$209,946	$348,641	-0.4%
Expenses	$294,318	$263,380	+0.1%
Net Income	$-84,372	$85,261	-2.0%

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

200

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

$45,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RAFAEL FLORES	BOARD PRESIDENT	1.00	Officer Director	$0	$0	$0
REBECCA BIRKETT	MEMBER	1.00	Director	$0	$0	$0
SEAN ENGLERT	MEMBER	1.00	Director	$0	$0	$0
BELINDA PENNISON	BOARD SECRETARY	1.00	Officer Director	$0	$0	$0
PAM MENDER	BOARD TREASURER	1.00	Officer Director	$0	$0	$0
JONATHAN NOBLES	MEMBER	1.00	Director	$0	$0	$0
KATHY WARNER	MEMBER	1.00	Director	$0	$0	$0
SYLVIA GRAY	ADVISORY MEMBER	1.00	Director	$0	$0	$0
JULIE WONDERGEM	EXECUTIVE DIRECTOR	40.00	Officer	$45,000	$0	$45,000

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	$209,946	$294,318	$244,668	$-84,372
2024	$348,641	$263,380	$363,204	$85,261
2023	$194,477	$181,284	$311,856	$13,193
2022	$178,229	$281,801	$238,914	$-103,572
2021	$499,026	$295,847	$349,686	$203,179
2020	$284,670	$456,280	$146,507	$-171,610
2018	$623,108	$174,840	$500,841	$448,268

JAMES SAMARITAN