Samaritan Village Inc (EIN 930547553) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1967

Legal Domicile

Principal Officer

Joe Heaney

Phone

5417587888

Tax Period

2024-07-01 to 2025-06-30

Samaritan Village Inc, founded in 1967, is a community nonprofit in the Housing & Shelter sector that reported $1.6M in total revenue in fiscal year 2024. Revenue surged 49% from the prior year, signaling strong growth momentum. The organization ran a surplus of $332K, a strong 21% operating margin.

Mission

Provide housing & meals for low-income elderly using HUD financing and rental assistance.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,570,977

Investment Income $4,001

Other Revenue $0

TOTAL REVENUE $1,574,978

Expense Breakdown

Grants Paid $0

Salaries & Benefits $284,101

Fundraising Expenses $0

Program Expenses $1,233,241

Other Expenses $958,990

TOTAL EXPENSES $1,243,091

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,574,978	$1,060,203	+0.5%
Expenses	$1,243,091	$1,203,720	+0.0%
Net Income	$331,887	$-143,517	-3.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Joe Heaney	President	4.00	Officer	$0	$0	$0
Desiree Senechal	Secretary	4.00	Officer	$0	$0	$0
Sharon Strong	Director	4.00	Director	$0	$0	$0
Maureen Jardine	Director	4.00	Director	$0	$0	$0
Jane Cassidy	Treasurer	4.00	Officer Director	$0	$0	$0
Nancy Zook	Director	4.00	Director	$0	$0	$0
David Marshall	Director	4.00	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	$1,574,978	$1,243,091	$2,060,625	$331,887
2024	$1,060,203	$1,203,720	$1,837,390	$-143,517
2023	$1,010,317	$1,007,971	$1,942,973	$2,346
2022	$984,892	$1,087,328	$1,961,969	$-102,436
2021	$965,944	$1,020,246	$2,088,591	$-54,302
2020	$933,245	$941,373	$2,227,075	$-8,128
2019	$878,142	$972,341	$2,216,327	$-94,199
2018	$877,292	$990,708	$2,558,121	$-113,416

Samaritan Village Inc