SAMF FUND (EIN 822798932) - 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

RICHARD PEREZ

Phone

2106143724

Tax Period

2025-01-01 to 2025-12-31

SAMF FUND, founded in 2017, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.4M in total revenue in fiscal year 2025. Revenue surged 61% from the prior year, signaling strong growth momentum. Expenses of $2.1M exceeded revenue, resulting in a 46% operating deficit.

Mission

THE PRIMARY ACTIVITY OF SAMF FUND IS TO SUPPORT THE SAN ANTONIO MEDICAL FOUNDATION, A 501(C) (3) ORGANIZATION BY MANAGING ITS INVESTMENTS AND UNRELATED REAL ESTATE.

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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 $364,563

Program Service Revenue $0

Investment Income $613,939

Other Revenue $452,279

TOTAL REVENUE $1,430,781

Expense Breakdown

Grants Paid $1,999,281

Salaries & Benefits $23,287

Fundraising Expenses $4,164

Program Expenses $2,032,342

Other Expenses $60,624

TOTAL EXPENSES $2,083,192

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,430,781	$887,695	+0.6%
Expenses	$2,083,192	$1,054,767	+1.0%
Net Income	$-652,411	$-167,072	+2.9%

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

$290,640

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LETICIA MOND	CHAIR	1.50	Officer Director	$0	$0	$0
CONNIE GILBERT	SECRETARY	1.50	Officer Director	$0	$0	$0
RICHARD PEREZ	SAMF PRESIDENT	4.00	Officer	$0	$0	$290,640
BYRON HEPBURN MD	SAMF CHAIR	1.50	Officer Director	$0	$0	$0
ELIZABETH CRAWFORD	DIRECTOR	1.50	Director	$0	$0	$0
JOHN KEETON	DIRECTOR	1.50	Director	$0	$0	$0
GABRIELE NIEDERAUER PHD	DIRECTOR	1.50	Director	$0	$0	$0
STEPHANIE CHANDLER	DIRECTOR	1.50	Director	$0	$0	$0
DENISE GREEN	DIRECTOR	1.50	Director	$0	$0	$0
HARRY SCHWETHELM	DIRECTOR	1.50	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	$1,430,781	$2,083,192	$23,163,119	$-652,411
2024	$887,695	$1,054,767	$21,489,752	$-167,072
2023	$1,104,778	$811,507	$19,372,053	$293,271
2022	$578,208	$992,235	$16,726,047	$-414,027
2021	$621,116	$893,813	$20,494,020	$-272,697
2020	$605,142	$847,344	$18,683,228	$-242,202
2019	$1,043,182	$535,701	$16,767,884	$507,481
2018	$546,119	$535,257	$14,056,838	$10,862

SAMF FUND