SAMARITAN FUND NP INC (EIN 873467536) - 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

2021

Legal Domicile

Principal Officer

BRETT MORRIS

Phone

5042510527

Tax Period

2024-01-01 to 2024-12-31

SAMARITAN FUND NP INC, founded in 2021, is a community nonprofit in the Diseases & Disorders sector that reported $7.5M in total revenue in fiscal year 2024. Revenue surged 81% from the prior year, signaling strong growth momentum.

Mission

THE SAMARITAN FUND FOUNDATION EXISTS TO BRINGING PEACE OF MIND TO HEAL TO INDIVIDUALS FACING ACUTE MEDICAL CONDITIONS BY SOURCING THEM FUNDS TO COVER THEIR MEDICAL EXPENSES.

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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 $7,470,233

Program Service Revenue $0

Investment Income $5,362

Other Revenue $0

TOTAL REVENUE $7,475,595

Expense Breakdown

Grants Paid $0

Salaries & Benefits $50,714

Fundraising Expenses $0

Program Expenses $7,697,840

Other Expenses $7,795,994

TOTAL EXPENSES $7,846,708

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,475,595	$4,124,733	+0.8%
Expenses	$7,846,708	$4,360,615	+0.8%
Net Income	$-371,113	$-235,882	+0.6%

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

$45,833

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRETT MORRIS	PRESIDENT	5.00	Officer Director	$0	$0	$0
STEVE BURNS	BOARD MEMBER	5.00	Director	$0	$0	$0
DAVID M MCDONALD	BOARD MEMBER	5.00	Director	$0	$0	$0
CLAIRE BOURQUE	MEMBER AT LARGE	5.00	Director	$0	$0	$0
JODY BERRY	SECRETARY/TREASURER	5.00	Officer Director	$0	$0	$0
KELLEY DOUGLASS	DIRECTOR	40.00	Officer	$45,833	$0	$45,833

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	$7,475,595	$7,846,708	$3,644,211	$-371,113
2023	$4,124,733	$4,360,615	$1,954,697	$-235,882

SAMARITAN FUND NP INC