SAM FOUNDATION INC (EIN 821811546) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2017

Legal Domicile

Principal Officer

NICOLE GOGGANS

Phone

6782497860

Tax Period

2023-01-01 to 2023-12-31

SAM FOUNDATION INC, founded in 2017, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $78K in total revenue in fiscal year 2021. Revenue surged 92% from the prior year, signaling strong growth momentum. Expenses of $140K exceeded revenue, resulting in a 80% operating deficit.

Mission

THE SAM FOUNDATION'S MISSION IS TO WORK TO SUPPORT THOSE IMPACTED BY SUICIDE AS WELL AS ORGANIZATIONS INVOLVED IN THE SUICIDE PREVENTION COMMUNITY. THE SAM FOUNDATION WILL ALSO PROMOTE AND FACILITATE A VARIETY OF TRAINING PROGRAMS TO EDUCATE GATEKEEPERS IN OUR LOCAL COMMUNITIES. SUICIDE AWARENESS WILL BE CREATED THROUGH PUBLIC EVENTS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $136,434

Program Service Revenue $0

Investment Income $902

Other Revenue $83,674

TOTAL REVENUE $221,010

Expense Breakdown

Grants Paid $0

Salaries & Benefits $85,084

Fundraising Expenses $47,970

Program Expenses $121,097

Other Expenses $141,865

TOTAL EXPENSES $226,949

Year-over-Year Comparison

	2023	2022	Change
Revenue	$221,010	$209,162	+0.1%
Expenses	$226,949	$220,993	+0.0%
Net Income	$-5,939	$-11,831	-0.5%

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

$36,000

Total Directors

$72,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIE SMITH	EXECUTIVE DI	40.00	Director	$36,000	$0	$36,000
NICOLE GOGGANS	PRESIDENT	40.00	Officer Director	$36,000	$0	$36,000
E ALAN DODD JR	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
BETH MCKEEHAN	TREASURER	N/A	Officer Director	$0	$0	$0
KRIS BURNETT	SECRETARY	N/A	Officer Director	$0	$0	$0
LOU KOON	BOARD MEMBER	N/A	Director	$0	$0	$0
MONICA LANG	BOARD MEMBER	N/A	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
2024	No data	No data	No data	No data
2023	$221,010	$226,949	$77,769	$-5,939
2022	$209,162	$220,993	$81,456	$-11,831
2021	$78,080	$140,415	$92,212	$-62,335

SAM FOUNDATION INC