Samaritan Family Wellness Foundation Inc
- Assets
- $28.4m
- Revenue
- $1.9m
- Investments
- $26.5m
- Employees
- 0
- Location
- Madison, WI
- Founding
- 09/2008
- Data as of
- 12/2020
- 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 12/2020, Samaritan Family Wellness Foundation Inc generated $1.9m in total revenue. This organization has experienced exceptional growth, as over the past 5 years, it has increased revenue by an average of 10.3% each year . All expenses for the organization totaled $1.5m during the year ending 12/2020. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Samaritan Family Wellness Foundation Inc has awarded 14 individual grants totaling $1,091,023. 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
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2020
Describe the Organization's Program Activity:
Part 3 - Line 4a
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 | $298,815 | |
Holly Stoner Assistant Director | 70 | $231,000 | |
Robbin Brent Director Of Resource | 40 | $85,220 | |
Carolyn Karl Program Director | 40 | $80,000 | |
Lindsey Stoner Director Of Website | 40 | $75,705 | |
Lynn Nicholas Vice President | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $75,675 |
| Interest on Savings | $1,057 |
| Dividends & Interest | $500,086 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $1,388,351 |
| Capital Gain Net Income | $1,388,351 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $24,935 |
| Other Income | -$132,223 |
| Total Revenue | $1,857,881 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $298,065 |
| Other employee salaries and wages | $532,975 |
| Pension plans, employee benefits | $186,525 |
| Interest | $0 |
| Taxes | $26,205 |
| Depreciation | $7,402 |
| Occupancy | $62,325 |
| Travel, conferences, and meetings | $10,520 |
| Printing and publications | $17,552 |
| Other expenses | $126,725 |
| Total operating and administrative expenses | $1,330,734 |
| Contributions, gifts, grants paid | $125,000 |
| Total expenses and disbursements | $1,455,734 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $168,678 |
| Savings and temporary cash investments | $891,998 |
| Net Accounts receivable | $25,000 |
| 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 | $82,940 |
| Prepaid expenses and deferred charges | $16,686 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $22,931 |
| Other assets | $640,518 |
| Total assets | $28,355,951 |
| Accounts payable and accrued expenses | $42,308 |
| 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 | $69,977 |
| Total liabilities | $112,285 |
Grants Awarded
Over the last fiscal year, Samaritan Family Wellness Foundation Inc has awarded $67,075 in support to 3 organizations.
| Grant Recipient | Amount |
|---|---|
UW FOUNDATION PURPOSE: DONATION FOR THE SFW FOUNDATION PEER WELLNESS COACHING PROGRAM FUND | $60,800 |
ST CHRISTOPHER'S EPISCOPAL CHURCH PURPOSE: WELLNESS CAFE SPONSORSHIP | $5,000 |
LOMBARD MENNONITE PEACE CENTER PURPOSE: SCHOLARSHIP FOR ADVANCED TRAINING ON HOW FAMILY SYSTEMS APPLY YO CONGREGATIONS | $1,275 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Samaritan Family Wellness Foundation Inc has recieved totaling $50,000.
| Awarding Organization | Amount |
|---|---|
Nicholas Fam Foundation Tr Mequon, WI PURPOSE: UNDERWRITE BOOKLETS FOR MPS SCHOOLS. SERVING INDIVIDUALS, FAMILIES AND ORGANIZATIONS THROUGH WHOLE PERSON WELLNESS AND SERVICES. | $50,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Zumbro Valley Health Center Inc Rochester, MN | $24,109,730 | $23,680,798 |
Northland Counseling Center Inc Grand Rapids, MN | $21,372,489 | $20,383,765 |
Headway Emotional Health Services Richfield, MN | $4,538,669 | $16,604,213 |
Human Service Center Peoria, IL | $11,437,427 | $15,162,453 |
Northern Pines Mental Health Center Inc Little Falls, MN | $18,442,184 | $16,982,934 |
Greater Minnesota Family Services Willmar, MN | $25,238,969 | $21,571,553 |
Hope Clinical Care Springfield, IL | $7,614,173 | $12,046,493 |
Alluma Inc Crookston, MN | $18,006,550 | $16,840,479 |
Vernon Area Rehabilitation Center Inc Viroqua, WI | $13,630,234 | $12,394,519 |
Interact Of Michigan Inc Kalamazoo, MI | $0 | $9,047,477 |
Behavioral Care Solutions For Adults And Seniors Inc Novi, MI | $4,363,178 | $11,075,945 |
Meier Clinics Foundation Wheaton, IL | $2,609,688 | $11,238,545 |