Samaritan House Inc (EIN 830378196) - 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

2004

Legal Domicile

Principal Officer

Bryan Brooks

Phone

7043330110

Tax Period

2024-07-01 to 2025-06-30

Samaritan House Inc, founded in 2004, is a small nonprofit in the Housing & Shelter sector that reported $437K in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $522K exceeded revenue, resulting in a 19% operating deficit.

Mission

Samaritan House provides a place where homeless inividuals can stay to recover from surgery or other illnesses. All homless individuals are referred to Samaritan house from any one of the Charlotte area hospitals.

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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 (2024)

Revenue Breakdown

Contributions & Grants $392,856

Program Service Revenue $0

Investment Income $6,035

Other Revenue $38,097

TOTAL REVENUE $436,988

Expense Breakdown

Grants Paid $0

Salaries & Benefits $380,946

Fundraising Expenses $33,525

Program Expenses $443,481

Other Expenses $140,842

TOTAL EXPENSES $521,788

Year-over-Year Comparison

	2024	2023	Change
Revenue	$436,988	$366,778	+0.2%
Expenses	$521,788	$460,707	+0.1%
Net Income	$-84,800	$-93,929	-0.1%

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

100

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

$94,665

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rodney Tucker	Executive Dir.	50.00	Officer	$94,665	$0	$94,665
Melinda Carney	Director	1.00	Director	$0	$0	$0
Alex Kaiser	Director	1.00	Director	$0	$0	$0
Chan Roush	President	1.00	Officer Director	$0	$0	$0
Bryan Brooks	Treasurer	1.00	Officer Director	$0	$0	$0
Corri Smith	Vice President	1.00	Officer Director	$0	$0	$0
Scott Addison	Secretary	1.00	Officer Director	$0	$0	$0
Julie Stratton	Director	1.00	Director	$0	$0	$0
Brandon Wilson	Director	1.00	Director	$0	$0	$0
Amanda Murrell	Director	1.00	Director	$0	$0	$0
Mathew Winston	Director	1.00	Director	$0	$0	$0
Leigh Dixon	Director	1.00	Director	$0	$0	$0
Katie Miller	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	$436,988	$521,788	$422,242	$-84,800
2024	$366,778	$460,707	$511,907	$-93,929
2023	$590,259	$324,247	$600,201	$266,012
2022	$291,236	$303,885	$331,875	$-12,649
2021	$372,523	$311,205	$344,323	$61,318
2020	$225,946	$257,042	$322,105	$-31,096

Samaritan House Inc