Good Samaritan Institute for Research and Education (EIN 954077161) - 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

1987

Legal Domicile

Phone

2139772121

Tax Period

2023-10-01 to 2024-09-30

Good Samaritan Institute for Research and Education, founded in 1987, is a small nonprofit in the Diseases & Disorders sector that reported $435K in total revenue in fiscal year 2023. Expenses of $504K exceeded revenue, resulting in a 16% operating deficit.

Mission

Research and education regarding the care, cure and prevention of cardiac and cardiovascular diseases.

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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 $426,587

Program Service Revenue $0

Investment Income $8,660

Other Revenue $0

TOTAL REVENUE $435,247

Expense Breakdown

Grants Paid $179,112

Salaries & Benefits $306,415

Fundraising Expenses $0

Program Expenses $472,992

Other Expenses $18,121

TOTAL EXPENSES $503,648

Year-over-Year Comparison

	2023	2022	Change
Revenue	$435,247	$433,148	+0.0%
Expenses	$503,648	$321,216	+0.6%
Net Income	$-68,401	$111,932	-1.6%

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

N/A

Employees

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

$5,295,428

Total Directors

$5,295,428

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES WEST	SYSTEM PRESIDENT & CEO	1.5	Officer Director	$0	$38,737	$2,562,270
PEGGY CHULACK	SYSTEM CAO & ASST SECRETARY	1.5	Officer Director	$0	$32,543	$1,651,984
VID SHIVARAMAN	SYSTEM CFO & ASST TREASURER	1.5	Officer Director	$0	$197,076	$1,081,174
CECILE MAYORALGO	RESEARCH RN	40.0	Highest	$169,830	$21,410	$191,240
YOUNG PARK	RESEARCH RN	40.0	Highest	$169,784	$27,144	$196,928

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	$435,247	$503,648	$706,368	$-68,401
2023	$433,148	$321,216	$665,031	$111,932
2022	$296,342	$734,915	$638,353	$-438,573
2021	$128,966	$58,033	$647,636	$70,933
2020	$303,473	$169,034	$43,361	$134,439
2019	$714,899	$465,443	$21,483	$249,456
2018	$721,953	$732,223	$38,577	$-10,270

Good Samaritan Institute for Research and Education