Sams Sweet Heart Memorial Foundation
Nonprofit profile at a glance
- EIN
- 824489120
- IRS 990-EZ coverage
- 2025–2025
- Forms available
- Form 990-EZ 2025, Form 990-N 2023
- Location
- Belvidere, IL, USA
- Phone
- 8152991096
- Rating
- 90
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Patient Services - Entertainment, Recreation
Reported finances
- Revenue
- $39,890
- Expenses
- $37,957
- Assets
- $25,991
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
8 people listed
Executive titles in this filing
- Alissa Bartel (Vice President)
- Luke Bartel (President)
People named in this filing
- Alissa Bartel (Vice President)
- Luke Bartel (President)
- Ashley Rogers (Chair)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Assisting families with complex medical diagnosis.
What it reported doing in 2025
The Haven Network - donated $5,000 towards the Haven Network's mission of providing support, programs and services to families enduring the passing of their baby. Memorial keepsakes were also donated for the sum of $113.16
Operating model
- Revenue model
- Donor-supported. 60% of the money available for current operations came from contributions and gifts.
- Distribution model
- Grant intermediary. The nonprofit sent 78% of its reported program spending out as grants.
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: 96
- Transparency & Controls: 100
- Sustainability: 50
- Growth: NotEnoughData
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 94.1%; rating input score 94
- Program expense ratio: 98.8%; rating input score 99
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: 4.8%; rating input score 53; 53rd percentile among comparable filings
- Total-asset coverage ratio: 0.68; rating input score 38; 38th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: Limited
- Asset growth: Limited
Details
- Where the money goes: 94.1% of revenue deployed · 98.8% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $38K in reported program spending
- Leadership: top reported pay $0 · 8 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 4 filed schedules
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- 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.
- Review — Sustainability: Operating margin scored 53/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 38/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.