SAMARITAN FOUNDATION CHARITABLE TRUST (EIN 832821490) - 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

2018

Legal Domicile

Principal Officer

KRISTEN M LEWIS

Phone

6788921874

Tax Period

2023-01-01 to 2023-12-31

SAMARITAN FOUNDATION CHARITABLE TRUST, founded in 2018, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $141K in total revenue in fiscal year 2023. Revenue fell 98% from the prior year — a significant decline worth monitoring. Expenses of $790K exceeded revenue, resulting in a 461% operating deficit.

Mission

TO PROVIDE FUNDING TO CHARITIES IN FULFILLMENT OF THE EXEMPT PURPOSES OF NCCF.

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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 $0

Program Service Revenue $0

Investment Income $140,751

Other Revenue $0

TOTAL REVENUE $140,751

Expense Breakdown

Grants Paid $790,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $790,000

Other Expenses $35

TOTAL EXPENSES $790,035

Year-over-Year Comparison

	2023	2022	Change
Revenue	$140,751	$8,046,409	-1.0%
Expenses	$790,035	$250,095	+2.2%
Net Income	$-649,284	$7,796,314	-1.1%

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

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

Total Directors

$207,955

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
A ANTHONY ANNUNZIATO	TRUSTEE	1.00	Director	$0	$0	$0
ALBERT J SMITH	TRUSTEE	1.00	Director	$0	$0	$0
KRISTEN M LEWIS	TRUSTEE	1.00	Director	$0	$20,511	$207,955
DANA E RING	FORMER TRUSTEE	0.00		$0	$21,514	$249,249
RACHAEL WATSON	FORMER TRUSTEE	0.00		$0	$45,472	$273,971

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	$140,751	$790,035	$22,425,642	$-649,284
2022	$8,046,409	$250,095	$16,877,627	$7,796,314
2021	$2,985,817	$472,383	$9,326,665	$2,513,434
2020	$1,881,218	$2,520	$7,271,865	$1,878,698

SAMARITAN FOUNDATION CHARITABLE TRUST