Samaritan Family Wellness Foundation Inc
- Assets
- $31.5m
- Revenue
- $1.7m
- Investments
- $27.8m
- Employees
- 0
- Location
- Madison, WI
- Founding
- 09/2008
- Data as of
- 12/2023
- EIN
- 26-1596247
Organization Overview
Samaritan Family Wellness Foundation Inc is located in Madison, WI. The organization was established in 2008. According to its NTEE Classification (F30) the organization is classified as: Mental Health Treatment, under the broad grouping of Mental Health & Crisis Intervention and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Samaritan Family Wellness Foundation Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Samaritan Family Wellness Foundation Inc generated $1.7m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 5.5% each year. All expenses for the organization totaled $1.7m during the year ending 12/2023. While expenses have increased by 1.9% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Samaritan Family Wellness Foundation Inc has awarded 19 individual grants totaling $1,545,623. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
CHURCHES, SCHOOLS,INDIVIDUALS SERVED BY OUR FAMILY WELLNESS LIVING COMPASS PROGRAM THROUGH COUNSELING, CONSULTING,EDUCATION, TRAINING WORKSHOPS
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Scott Stoner President/executive Direct | 70 | $347,539 | |
Lynn Nicholas Vice President | 0 | $0 | |
Sue Fasciano Nicholas Treasurer | 0 | $0 | |
Holly Stoner Assistant Director | 70 | $267,068 | |
Brent Robiin Director Of Resource | 40 | $95,230 | |
Carolyn Karl Program Director | 40 | $89,880 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $229,358 |
| Interest on Savings | $135,481 |
| Dividends & Interest | $654,420 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $409,499 |
| Capital Gain Net Income | $409,499 |
| Net ST Capital Gain | $4,215 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $58,593 |
| Other Income | $164,280 |
| Total Revenue | $1,651,631 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $347,539 |
| Other employee salaries and wages | $539,367 |
| Pension plans, employee benefits | $87,648 |
| Interest | $389 |
| Taxes | $63,766 |
| Depreciation | $4,950 |
| Occupancy | $16,080 |
| Travel, conferences, and meetings | $18,335 |
| Printing and publications | $54,498 |
| Other expenses | $207,757 |
| Total operating and administrative expenses | $1,393,583 |
| Contributions, gifts, grants paid | $278,800 |
| Total expenses and disbursements | $1,672,383 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $128,824 |
| Savings and temporary cash investments | $3,402,731 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $75,180 |
| Prepaid expenses and deferred charges | $57,147 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $17,987 |
| Other assets | $1,560 |
| Total assets | $31,454,581 |
| Accounts payable and accrued expenses | $21,835 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $88,191 |
| Total liabilities | $110,026 |
Grants Awarded
Over the last fiscal year, Samaritan Family Wellness Foundation Inc has awarded $278,800 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
UW FOUNDATION PURPOSE: DONATION FOR THE SFW FOUNDATION PEER WELLNESS COACHING PROGRAM FUND | $228,800 |
EPISCOPAL CAMPS & CONFERENCE CENTERS PURPOSE: SUPPORTING SCHOLARSHIPS TO LEADERSHIP SUMMIT, GENERAL SUPPORT | $50,000 |