Samaritan Health & Wellness Center Inc

Nonprofit profile at a glance

EIN
460922358
IRS 990 coverage
2015–2024
Forms available
Form 990 2024
Location
Cape Coral, FL, USA
Rating
82
Verdict
STRONG
Rating confidence
Moderate
Sector
Ambulatory Health Center, Community Clinic
Affiliation
Christianity

Official website

Reported finances

Revenue
$1,376,351
Expenses
$1,447,907
Assets
$606,762
Liabilities
$70,920

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

8 people listed

Executive titles in this filing

  • DAN O'BERSKI (PRESIDENT)

Highest reported compensation

  • SUSAN HOOK (EXECUTIVE DI): $202,175 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The mission of the samaritan health and wellness center, inc. Is to reclaim the healing ministry of jesus christ by providing affordable, professional primary health care and counseling for the working uninsured and under insured in lee county Florida.

What it reported doing in 2024

Samaritan health and wellness center, inc. Is a christ-centered family medical integrated behavioral health clinic providing affordable healthcare and counseling for uninsured and under insured men, women, and children living in lee county. Everyone is welcome to come for care, and small fees for service are charged. No insurance is required or billed. These fees make up approximately 50% of the operating budget with the remainder coming from grants and donations from individuals, churches, small businesses, community organizations, and foundations. The center opened in november 2014 with one nurse practitioner and one front office staff member. The first week of operation, 40 uninsured patients became part of the patient base and received care. Samaritan now has a staff of three full-time and one part-time nurse practitioners, one full-time mental health/clinical pastoral counselor, one social worker, two medical assistants, front office staff, and a bookkeeper. Samaritan provides services to over 9,000 men, women and children.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 92
  • Transparency & Controls: 70
  • Accountability: 88
  • Sustainability: 25
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 95%; rating input score 95
  • Program expense ratio: 90.3%; rating input score 90
  • Fundraising efficiency: $89.72 raised per $1 spent on fundraising; rating input score 85; 85th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 1 of 6 controls in place; rating input score 17
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 87.5%; rating input score 88; 21st percentile among comparable filings
  • Governance controls: 7 of 8 controls in place; rating input score 88
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Fail
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -5.2%; rating input score 24; 24th percentile among comparable filings
  • Total-asset coverage ratio: 0.42; rating input score 20; 20th percentile among comparable filings
  • Liabilities to assets ratio: 0.12; rating input score 40; 40th percentile among comparable filings
  • Officer compensation ratio: 14%; rating input score 25; 25th percentile among comparable filings

Growth

  • Program expense growth: 14.4% per year; rating input score 100; 74th percentile among comparable filings
  • Revenue growth: 13.3% per year; rating input score 100; 75th percentile among comparable filings
  • Asset growth: 13.2% per year; rating input score 100; 68th percentile among comparable filings

Details

  • Where the money goes: 95% of revenue deployed · 90.3% of spending went to programs
  • Governance: 7 of 8 board members independent · 7 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $1.3M in reported program spending
  • Leadership: top reported pay $202K · 8 people listed · 1 of 6 pay-setting controls reported
  • Consistency: 32 of 32 current checks pass
  • Schedules: 7 filed schedules · includes major donors and executive pay
  • Filing history: 10 filing years from 2015 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Sustainability: Operating margin scored 24/100.
  • High — Sustainability: Total-asset coverage ratio scored 20/100.
  • Review — Accountability: Governance controls: Audit committee oversight not reported.
  • High — Sustainability: Officer compensation ratio scored 25/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 40/100.