Civic Intelligence

Samaritan Fund Np

EIN 87-3467536 • 501(c)3 • Metairie, LA

Pub. 78 EligibleNTEE G01

Profile

The samaritan fund foundation exists to bringing peace of mind to heal to individuals facing acute medical conditions by sourcing them funds to cover their medical expenses. The fund's mission is to extend compassion and practical help through innovative solutions, ensuring that donations directly facilitate healing.

605 Metairie Road Ste DMetairie, LA 70005

samaritanfundfoundation.com

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$3,644,211

Up $1,689,514 (+86%) from 2023

Liabilities

Up

$3,158,113

Up $1,263,562 (+67%) from 2023

Net Assets

Up

$486,098

Up $425,952 (+708%) from 2023

Operations

Revenue

Up

$7,475,595

Up $3,350,862 (+81%) from 2023

Expenses

Up

$7,846,708

Up $3,486,093 (+80%) from 2023

Net Income

Down

-$371,113

Down $135,231 (-57%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2023: $1,954,697Liabilities 2023: $1,894,551Net Assets 2023: $60,1462023Assets 2024: $3,644,211Liabilities 2024: $3,158,113Net Assets 2024: $486,0982024

Highlighted filing

2024

Assets$3,644,211
Liabilities$3,158,113
Net Assets$486,098
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2023: $4,124,733Expenses 2023: $4,360,615Net Income 2023: -$235,8822023Revenue 2024: $7,475,595Expenses 2024: $7,846,708Net Income 2024: -$371,1132024

Highlighted filing

2024

Revenue$7,475,595
Expenses$7,846,708
Net Income-$371,113
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,644,211
Liabilities
$3,158,113
Net assets
$486,098
Revenue
$7,475,595
Expenses
$7,846,708
Net income
-$371,113
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.64$3.16$0.49$7.48$7.85$0.37
2023Detailed filing. Detailed filing data is available for this year.$1.95$1.89$0.06$4.12$4.36$0.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 18, 2025
Return Version
2024v5.0
Gross Receipts
$7,475,595
Mission and Program Overview

Mission

The samaritan fund foundation exists to bringing peace of mind to heal to individuals facing acute medical conditions by sourcing them funds to cover their medical expenses. The fund's mission is to extend compassion and practical help through innovative solutions, ensuring that donations directly facilitate healing.

The samaritan fund foundation exists to bringing peace of mind to heal to individuals facing acute medical conditions by sourcing them funds to cover their medical expenses.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,954,697$2,313,958▲ $359,261
Investments Other Securities-$1,324,703-
Pledges and Grants Receivable-$5,550-
Loans From Officers Directors-$5,019-
Total Assets$1,954,697$3,644,211▲ $1,689,514
Liabilities
Other Liabilities$1,894,551$3,151,362▲ $1,256,811
Accounts Payable and Accrued Expenses-$1,732-
Total Liabilities$1,894,551$3,158,113▲ $1,263,562
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$60,146$486,098▲ $425,952
Total Net Assets Fund Balance$60,146$486,098▲ $425,952
Total Liabilities and Net Assets / Fund Balance$1,954,697$3,644,211▲ $1,689,514

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,324,703--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Kelley DouglassDirectorFT$45,833$45,833

Board Members and Trustees

NameTitle
Brett MorrisPresident
David M McdonaldBoard Member
Steve BurnsBoard Member
Claire BourqueMember at Large
Jody BerrySecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,470,233
Program Service Revenue
$0
Investment Income
$5,362
Other Revenue
$0
All Other Contributions
$7,470,233
Change in Net Assets
$-371,113

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,475,595
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-43,272
Total Revenue per Audited Statements
$7,432,323
Total Revenue per Form 990
$7,475,595
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,795,994
Salaries, Compensation, and Employee Benefits$50,714
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$7,646,782--$7,646,782
Fees for Services Management-$87,730-$87,730
Current Officers, Directors, Trustees, and Key Employees$45,833--$45,833
Information Technology-$31,221-$31,221
Office Expenses-$10,298-$10,298
Fees for Services Accounting-$7,376-$7,376
Advertising-$4,603-$4,603
Payroll Taxes$3,506--$3,506
Occupancy$1,719$1,719-$3,438
Insurance-$2,465-$2,465
Other Employee Benefits-$1,375-$1,375
Travel-$1,161-$1,161
Fees for Services Legal-$920-$920
Total Functional Expenses$7,697,840$148,868$0$7,846,708

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,846,708
Total Expenses per Audited Statements$7,846,708
Total Expenses per Form 990$7,846,708
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees-$5,019-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Medical Relief Funding$2,903,277
Funds Held for Others$248,085
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Brett morris, president, and steve burns, director, have a business relationship.”

Form 990, Part VI, Section B, Line 11B

“The return will be reviewed by the board members before filing.”

Form 990, Part VI, Section B, Line 12C

“The board members fill out an annual conflict of interest disclosure.”

Form 990, Part VI, Section B, Line 15

“The compensation of the key employees is reviewed and approved by the board members. The deliberations and decision-making process are documented in the meeting minutes, which are maintained as part of the organization's governance records.”

Form 990, Part VI, Section C, Line 19

“The organizational documents and financials will be made available for public inspection upon request.”

Filing and Contact Details

Filer

Filer Name
Samaritan Fund Np Inc
EIN
87-3467536
Phone
5042510527
Address
605 METAIRIE ROAD STE D, METAIRIE, LA 70005
Doing Business As
Samaritan Fund Foundation

Signing Officer

Name
Brett Morris
Title
President
Phone
5042510527
Signed
2025-03-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brett Morris
Formed
2021
Legal Domicile
La
Voting Board Members
5
Independent Board Members
4
Employees
1
Volunteers
2

Preparer

Firm
Wegmann Dazet Apc
Address
111 VETERANS BLVD SUITE 1600, METAIRIE, LA 70005
Preparer
Valerie Lowry
Phone
5048378844
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Changes from accounting method change 840,337.”

FORM 990, PART XII, LINE 1:

“The organization changed method of accounting from cash to accrual. The 2024 tax year is the intial year of audited financials and the organization updated accounting method to follow accounting principles generally accepted in the united states of america.”

FORM 990, PART XII, LINE 2C:

“The board treasurer is responsible for the oversight of the audit of its financial statements.”

Financial Statement Notes

PART X, LINE 2:

“The organization adopted the provisions of accounting standards codification ("asc") 740, accounting for uncertainy in income taxes. Management of the organization believes it has no material uncertain tax positions and, accordingly it has not recognized any liability for unrecognized tax benefits. With few exceptions, the organization is not subject to u.s. Federal, state and local income tax examinations by tax authorities beyond three years from the filing of those returns.”

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IRS990ScheduleD/TotalExpensesPerForm990Amt07846708
IRS990ScheduleD/TotalLiabilityAmt03151362
IRS990ScheduleD/TotalRevenuePerForm990Amt07475595
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07432323
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt07846708
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt05019
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1Txt0SAMARITAN FUND PROGRAM LLC
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0HELP WITH EXPENSES
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt015040
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0RELATED ENTITY TO PRESIDENT
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd01
IRS990ScheduleL/TotalBalanceDueAmt05019
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BRETT MORRIS, PRESIDENT, AND STEVE BURNS, DIRECTOR, HAVE A BUSINESS RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE RETURN WILL BE REVIEWED BY THE BOARD MEMBERS BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD MEMBERS FILL OUT AN ANNUAL CONFLICT OF INTEREST DISCLOSURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE COMPENSATION OF THE KEY EMPLOYEES IS REVIEWED AND APPROVED BY THE BOARD MEMBERS. THE DELIBERATIONS AND DECISION-MAKING PROCESS ARE DOCUMENTED IN THE MEETING MINUTES, WHICH ARE MAINTAINED AS PART OF THE ORGANIZATION'S GOVERNANCE RECORDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATIONAL DOCUMENTS AND FINANCIALS WILL BE MADE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CHANGES FROM ACCOUNTING METHOD CHANGE 840,337.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION CHANGED METHOD OF ACCOUNTING FROM CASH TO ACCRUAL. THE 2024 TAX YEAR IS THE INTIAL YEAR OF AUDITED FINANCIALS AND THE ORGANIZATION UPDATED ACCOUNTING METHOD TO FOLLOW ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE BOARD TREASURER IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 1:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01954697
IRS990/TotalAssetsEOYAmt03644211
IRS990/TotalAssetsGrp/BOYAmt01954697
IRS990/TotalAssetsGrp/EOYAmt03644211
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt07470233
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0148868
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt07697840
IRS990/TotalFunctionalExpensesGrp/TotalAmt07846708
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01894551
IRS990/TotalLiabilitiesEOYAmt03158113
IRS990/TotalLiabilitiesGrp/BOYAmt01894551
IRS990/TotalLiabilitiesGrp/EOYAmt03158113
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt060146
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0486098
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt07697840
IRS990/TotalReportableCompFromOrgAmt045833
IRS990/TotalRevenueGrp/ExclusionAmt05362
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07475595
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01954697
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03644211
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt01161
IRS990/TravelGrp/TotalAmt01161
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0605 METAIRIE ROAD STE D
IRS990/USAddress/CityNm0METAIRIE
IRS990/USAddress/StateAbbreviationCd0LA
IRS990/USAddress/ZIPCd070005
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0HTTPS://SAMARITANFUNDFOUNDATION.COM/
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRETT MORRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05042510527
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAMARITAN FUND NP INC
ReturnHeader/Filer/BusinessNameControlTxt0SAMA
ReturnHeader/Filer/EIN0873467536
ReturnHeader/Filer/PhoneNum05042510527
ReturnHeader/Filer/USAddress/AddressLine1Txt0605 METAIRIE ROAD STE D
ReturnHeader/Filer/USAddress/CityNm0METAIRIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070005
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0720870824
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEGMANN DAZET APC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 VETERANS BLVD SUITE 1600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0METAIRIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd070005
ReturnHeader/PreparerPersonGrp/PhoneNum05048378844
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VALERIE LOWRY
ReturnHeader/ReturnTs02025-03-19T10:46:19-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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