Samaritan Fund Np

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It is the mission of the Samaritan Fund Np, INC. To facilitate and defease the expense associated with moving individuals off of corporate health plans that may not be optimally meeting their needs and to move them to individual plans that suit their needs.

Form 990 Part I, line 1, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 87-3467536) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
98¢ of each $1 spent went to programs.
$46K 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

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
The latest return is for FY2024, 2 tax years back.
IRS e-file · Filing history
Surplus or deficit
0 of 2
filings with a surplus
Average deficit $303K a year · 5% of revenue · last 2 filings
A surplus in 0 of the last 2 filings.
Pt I · Ln 19 · 2 filings
Spent on programs
98%
of spending
98% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$46K
to officers and key staff · 0.6% of spending
Pay to officers and key staff is 0.6% of spending.
Part VII, Section A
3.5 mo
of spending, in cash
3.5 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $370K
2 funders name it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$3.2M
87% of total assets
Liabilities are 87% of assets.
Pt X · Ln 26
Independent board members
4
of 5 voting members
4 of 5 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$7.5M
+81% vs prior year
Spent
$7.8M
To programs
98%
Net assets
$486K
By yearFY2023–FY2024
Revenue
$7.5M
FY2024▲ +81%
Tap a bar for its year
Revenue by fiscal year
FY2023$4.1M
FY2024$7.5M
Expenses
$7.8M
FY2024▲ +80%
Tap a bar for its year
Expenses by fiscal year
FY2023$4.4M
FY2024$7.8M
Net assets
$486K
FY2024▲ +708%
Tap a bar for its year
Net assets by fiscal year
FY2023$60K
FY2024$486K

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jun 2023.

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

Where the money goes

98 cents of each dollar spent went to programs.

Program services 98% · $7.7M Management & general 2% · $149K

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

6 people listed on the 990; $46K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation
$45,833Pt VII · Sec A
President
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Member at Large
$0Pt VII · Sec A
Secretary/Treasurer
$0Pt VII · Sec A

Kelley Douglass’s $46K as Director is at the 5th percentile of top reported officer pay among 733 $1–10M diseases & disorders 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.

See Samaritan Fund Np executive salaries →

Questions the 990 asks

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

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes
  • Loans to or from officersSch L · Pt II1 listed

Programs and updates

Helps people switch from company health plans to better individual ones.

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1 program · $7.7M · in their own filed words · FY2024
01

Samaritan Fund Np leaves our participants with little to no out-of-pocket medical expenses by providing focused financial support. Our program removes the financial stress and anxiety that comes along with a serious medical condition, and it gives our participants the peace of mind to heal.

Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 87-3467536) · Dispute this line
$7.7Mprogram 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
Total grants receivedfrom 2 funders$370K

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$7.5M
Ln 12
Gifts and grantsLn 1h$7.5M
Investment incomeLn 3$5K
Money outPt IX
$7.8M
Ln 25
Programscol B$7.7M
Managementcol C$149K
Owns and owesPt X
$486K
net assets · Ln 32
Cash and savingsLn 1–2$2.3M
Total assetsLn 16$3.6M
LiabilitiesLn 26$3.2M
PeoplePt VI, VII
6
listed · VII A
PaidVII A1
Voting boardVI 1a5
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$7.5M
Investment incomeLn 3$5K
Total revenueLn 12$7.5M
Assets in detailPt X, end of year
CashLn 1$2.3M
Cash and savings togetherLn 1–2$2.3M
Pledges and grants receivableLn 3$6K
InvestmentsLn 11–13$1.3M
Total assetsLn 16$3.6M
LiabilitiesLn 26$3.2M
Net assetsLn 32$486K
OperationsPt I, VI
EmployeesI 51
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$2.0M$2.3M
InvestmentsLn 11–13$1.3M
Total assetsLn 16$2.0M$3.6M
LiabilitiesLn 26$1.9M$3.2M
Net assetsLn 32$60K$486K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of officers and key staff (Part IX, line 5)Ln 5$46K$46K
Other employee benefitsLn 9$1K$1K
Payroll taxesLn 10$4K$4K
Management feesLn 11a$88K$88K
Legal feesLn 11b$920$920
Accounting feesLn 11c$7K$7K
Advertising and promotionLn 12$5K$5K
Office expensesLn 13$10K$10K
Information technologyLn 14$31K$31K
OccupancyLn 16$3K$2K$2K
TravelLn 17$1K$1K
InsuranceLn 23$2K$2K
Other expenses (24a–d)Ln 24$7.6M$7.6M
Total functional expensesLn 25$7.8M$7.7M$149K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest ViewingFiled with the IRS Mar 19, 2025 $7.5M$7.8M−$371K$486K 990 PDF
FY2023Filed with the IRS Aug 8, 2024 $4.1M$4.4M−$236K$60K 990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations
See the full FY2024 990
Part I · Summary $7,475,595 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $4,124,733$7,470,233
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $0$5,362
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $4,124,733$7,475,595
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $13,549$50,714
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $4,347,066$7,795,994
I-18 Total expensesPrior year $4,360,615$7,846,708
I-19 Revenue less expensesPrior year −$235,882−$371,113
Part VI · Governance 4 of 5 board members independent, 1 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members4
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $7,475,595 across 4 lines filed
VIII-1f All other contributions, gifts and grants$7,470,233
VIII-1h Total contributions, gifts and grants$7,470,233
VIII-3 Investment incomeExcluded from tax $5,362$5,362
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $5,362$7,475,595
Part IX · Statement of functional expenses $7,846,708 across 13 lines filed
IX-5 Pay of officers and key staff (Part IX, line 5)Programs $45,833$45,833
IX-9 Other employee benefitsManagement $1,375$1,375
IX-10 Payroll taxesPrograms $3,506$3,506
IX-11a Management feesManagement $87,730$87,730
IX-11b Legal feesManagement $920$920
IX-11c Accounting feesManagement $7,376$7,376
IX-12 Advertising and promotionManagement $4,603$4,603
IX-13 Office expensesManagement $10,298$10,298
IX-14 Information technologyManagement $31,221$31,221
IX-16 OccupancyPrograms $1,719 · Management $1,719$3,438
IX-17 TravelManagement $1,161$1,161
IX-23 InsuranceManagement $2,465$2,465
IX-24 Other expenses (24a–d)Programs $7,646,782$7,646,782
IX-25 Total functional expensesPrograms $7,697,840 · Management $148,868 · Fundraising $0$7,846,708
Part X · Balance sheet $3,644,211 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $1,954,697$2,313,958
X-3 Pledges and grants receivable$5,550
X-12 Other securities$1,324,703
X-16 Total assetsStart of year $1,954,697$3,644,211
X-17 Accounts payable and accrued expenses$1,732
X-22 Loans from officers and insiders$5,019
X-25 Other liabilitiesStart of year $1,894,551$3,151,362
X-26 Total liabilitiesStart of year $1,894,551$3,158,113
X-27 Net assets without donor restrictionsStart of year $60,146$486,098
X-32 Total net assets or fund balancesStart of year $60,146$486,098
X-33 Total liabilities and net assetsStart of year $1,954,697$3,644,211
Part XI · Reconciliation of net assets $486,098 net assets at year end
XI-1 Total revenue$7,475,595
XI-2 Total expenses$7,846,708
XI-3 Revenue less expenses−$371,113
XI-4 Net assets at start of year$60,146
XI-5 Net unrealized gains (losses) on investments−$46,710
XI-6 Donated services and use of facilities$3,438
XI-9 Other changes in net assets$840,337
XI-10 Net assets at end of year$486,098

Form 990 e-file FY2024 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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