Samaritan House INC FY2022 filing

Tax-deductible

Charlotte, NC501(c)(3)Since 2004HousingEIN 83-0378196Revenue $291K in FY2022

On file with the IRS611 Fortune St, 28205-7046 · Charlotte, NCTax-exempt since Jun 2004Publicly supported charity — 170(b)(1)(A)(vi)

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Samaritan House provides a place where homeless inividuals can stay to recover from surgery or other illnesses. All homless individuals are referred to Samaritan house from any one of the Charlotte area hospitals.

501(c)(3) charity; gifts are tax-deductible.
84¢ of each $1 spent went to programs.
$77K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average surplus $17K a year · 5% of revenue · last 6 filings
Worth a look: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
84%
of spending
Looks good: 84% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$77K
to officers and key staff · 25% of spending
Worth a look: pay to officers and key staff is 25% of spending; over 20%.
Pt VII · Sec A
Cash reserves
5 mo
of spending, in cash
Looks good: 4.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
7
named funders · $148K
Looks good: 7 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$201
0.06% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$291K
-22% vs prior year
Spent
$304K
To programs
84%
Net assets
$332K
By yearFY2020–FY2025
Revenue
$291K
FY2022▼ -22%
Tap a bar for its year
Revenue by fiscal year
FY2020$226K
FY2021$373K
FY2022$291K
FY2023$590K
FY2024$367K
FY2025$437K
Expenses
$304K
FY2022▼ -2%
Tap a bar for its year
Expenses by fiscal year
FY2020$257K
FY2021$311K
FY2022$304K
FY2023$324K
FY2024$461K
FY2025$522K
Net assets
$332K
FY2022▼ -4%
Tap a bar for its year
Net assets by fiscal year
FY2020$283K
FY2021$344K
FY2022$332K
FY2023$598K
FY2024$504K
FY2025$419K

From the FY2022 Form 990 (year ending June 2022) · see the original

990 PDF Claim
You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jun 2004.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

84 cents of each dollar spent went to programs.

Program services 84% · $255K Management & general 11% · $32K Fundraising 6% · $17K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

13 people listed on the 990; $77K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
Executive Director-Retired
$28,333Pt VII · Sec A
Executive Director
$25,013Pt VII · Sec A
Temporary Executive Director
$24,000Pt VII · Sec A
Secretary/Bd Member
$0Pt VII · Sec A
Treasure/Bd Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Rodney Tucker’s $95K as Executive Dir. is at the 82nd percentile of top reported officer pay among 852 $100K–1M housing nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 4 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Rodney Tucker$94,665$79,070$79,070$25,013——
Hunter B Goforth————$92,355$90,544
Brad Goforth——$9,621$28,333——
Katherine Caswell———$24,000$23,200—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Samaritan House INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Shelters homeless individuals recovering from surgery or illness, referred by local hospitals.

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Provided by the organization

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1 program · $255K · in their own filed words · FY2021
01

For the year ending June 30,2022 Samaritan House provided 2637 guest days for homeless individuals.

$255Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 7 funders →

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$291K
Ln 12
Gifts and grantsLn 1h$289K
Other incomeLn 4–11$2K
Investment incomeLn 3$72
Money outPt IX
$304K
Ln 25
Programscol B$255K
Managementcol C$32K
Fundraisingcol D$17K
Owns and owesPt X
$332K
net assets · Ln 32
Cash and savingsLn 1–2$122K
Total assetsLn 16$332K
LiabilitiesLn 26$201
PeoplePt VI, VII
13
listed · VII A
PaidVII A3
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$289K
Investment incomeLn 3$72
Other incomeLn 4–11$2K
Total revenueLn 12$291K
Assets in detailPt X, end of year
CashLn 1$89K
SavingsLn 2$33K
Cash and savings togetherLn 1–2$122K
Land, buildings, equipmentLn 10c$209K
Other assetsLn 15$53
Total assetsLn 16$332K
LiabilitiesLn 26$201
Net assetsLn 32$332K
OperationsPt I, VI
EmployeesI 517
VolunteersI 6100
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$125K$122K
Land, buildings, equipmentLn 10c$220K$209K
Total assetsLn 16$344K$332K
LiabilitiesLn 26$0$201
Net assetsLn 32$344K$332K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$77K$54K$15K$8K
Other salaries and wagesLn 7$93K$89K$3K$1K
Other employee benefitsLn 9$4K$3K$739$369
Payroll taxesLn 10$13K$11K$1K$592
Accounting feesLn 11c$8K$0$8K$0
Office expensesLn 13$6K$4K$1K$385
Conferences, conventions and meetingsLn 19$515$0$515$0
Depreciation, depletion and amortizationLn 22$10K$10K$0$0
InsuranceLn 23$12K$12K$0$0
Other expenses (24a–d)Ln 24$80K$72K$2K$6K
Total functional expensesLn 25$304K$255K$32K$17K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $437K$522K−$85K$419K 990 PDF
FY2024 $367K$461K−$94K$504K 990 PDF
FY2023 $590K$324K$266K$598K 990 PDF
FY2022 Viewing $291K$304K−$13K$332K 990 PDF
FY2021 $373K$311K$61K$344K 990 PDF
FY2020 $226K$257K−$31K$283K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2022 990 (6 parts)
Part I · Summary $291,236 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $332,123$289,256
I-9 Program service revenue$0
I-10 Investment incomePrior year $66$72
I-11 Other revenuePrior year $40,334$1,908
I-12 Total revenuePrior year $372,523$291,236
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $208,524$187,499
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $102,681$116,386
I-18 Total expensesPrior year $311,205$303,885
I-19 Revenue less expensesPrior year $61,318−$12,649
Part VI · Governance 9 of 9 board members independent, 3 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $291,236 across 4 lines filed
Lines not itemized here account for $1,908 of total revenue; see the IRS return.
VIII-1f All other contributions, gifts and grants$289,256
VIII-1h Total contributions, gifts and grants$289,256
VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $0$72
VIII-12 Total revenueRelated to mission $1,980 · Unrelated business $0 · Excluded from tax $0$291,236
Part IX · Statement of functional expenses $303,885 across 10 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $54,142 · Management $15,469 · Fundraising $7,735$77,346
IX-7 Other salaries and wagesPrograms $88,727 · Management $3,269 · Fundraising $1,401$93,397
IX-9 Other employee benefitsPrograms $2,586 · Management $739 · Fundraising $369$3,694
IX-10 Payroll taxesPrograms $11,287 · Management $1,183 · Fundraising $592$13,062
IX-11c Accounting feesPrograms $0 · Management $8,250 · Fundraising $0$8,250
IX-13 Office expensesPrograms $4,010 · Management $1,334 · Fundraising $385$5,729
IX-19 Conferences, conventions and meetingsPrograms $0 · Management $515 · Fundraising $0$515
IX-22 Depreciation, depletion and amortizationPrograms $10,175 · Management $0 · Fundraising $0$10,175
IX-23 InsurancePrograms $11,809 · Management $0 · Fundraising $0$11,809
IX-24 Other expenses (24a–d)Programs $71,767 · Management $1,652 · Fundraising $6,489$79,908
IX-25 Total functional expensesPrograms $254,503 · Management $32,411 · Fundraising $16,971$303,885
Part X · Balance sheet $331,875 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $95,076$89,077
X-2 Savings and temporary cash investmentsStart of year $29,670$33,343
X-10c Land, buildings and equipment, netStart of year $219,577$209,402
X-15 Other assets$53
X-16 Total assetsStart of year $344,323$331,875
X-17 Accounts payable and accrued expenses$201
X-26 Total liabilitiesStart of year $0$201
X-32 Total net assets or fund balancesStart of year $344,323$331,674
X-33 Total liabilities and net assetsStart of year $344,323$331,875
Part XI · Reconciliation of net assets $331,674 net assets at year end
XI-1 Total revenue$291,236
XI-2 Total expenses$303,885
XI-3 Revenue less expenses−$12,649
XI-4 Net assets at start of year$344,323
XI-10 Net assets at end of year$331,674

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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