SAMUELSON FOUNDATION (EIN 916468179) - 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

2000

Legal Domicile

Principal Officer

WARREN LUKESH

Phone

8185000155

Tax Period

2023-01-01 to 2023-12-31

SAMUELSON FOUNDATION, founded in 2000, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $59K in total revenue in fiscal year 2023. Revenue surged 168% from the prior year, signaling strong growth momentum. Expenses of $167K exceeded revenue, resulting in a 182% operating deficit.

Mission

TO PERFORM ACTS OF KINDNESS AND LOVE TO THOSE IN NEED BY PROVIDING FOOD, HABITAT, HEALTH AND EDUCATION IN AN ENVIRONMENT OF SOCIAL & ECONOMIC FREEDOM.

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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 $59,269

Other Revenue $0

TOTAL REVENUE $59,269

Expense Breakdown

Grants Paid $44,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $135,997

Other Expenses $123,366

TOTAL EXPENSES $167,366

Year-over-Year Comparison

	2023	2022	Change
Revenue	$59,269	$22,086	+1.7%
Expenses	$167,366	$164,194	+0.0%
Net Income	$-108,097	$-142,108	-0.2%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REID G SAMUELSON	TRUSTEE	0.50	Director	$0	$0	$0
FRED SCHNEIDER	TRUSTEE UNTIL 08/2023	0.25	Director	$0	$0	$0
H JAMES SCHAFER	TRUSTEE	0.25	Director	$0	$0	$0
GARY AWAD	TRUSTEE START 08/2023	0.25	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	$59,269	$167,366	$4,237,927	$-108,097
2022	$22,086	$164,194	$4,346,024	$-142,108
2021	$6,910	$156,270	$4,488,132	$-149,360
2020	$-3,976	$172,293	$4,637,492	$-176,269
2019	$69,898	$338,582	$4,813,761	$-268,684
2018	$271,416	$451,724	$5,082,445	$-180,308

SAMUELSON FOUNDATION