Charity Navigator's ratings previously did not consider Leadership & Adaptability, Culture & Community, or Impact & Measurement. The historic rating mainly reflects a version of today’s Accountability and Finance score. More information on our previous rating methodologies can be found on our rating methodology page.
Rating histories are available for a growing number of rated organizations. Check back later to see if this organization has a rating history!
SAMARITAN FUND NP cannot currently be evaluated by our Accountability & Finance methodology due to only having 2 years of electronically-filed IRS Form 990 data (990EZ, 990N, 990PF does not qualify).
To ensure year-to-year consistency the Encompass Rating System's Accountability & Finance beacon analyzes the three-year average of some data provided through the IRS form 990.
Charity Navigator currently only has 2 years of consecutive e-filed Forms 990 from the IRS for SAMARITAN FUND NP under the EIN: 87-3467536.
Before Charity Navigator can evaluate SAMARITAN FUND NP, SAMARITAN FUND NP will need to e-file for additional fiscal years.
This chart displays the trend of revenue and expenses over the past several years for this organization, as reported on their IRS Form 990.
Click or hover over the bar to see exact $ amount
Salary of Key Persons - Data Available
The compensation data below shows the five highest paid individuals at this charity. The amount includes salary, cash bonuses, and compensation from related organizations. The amounts do not include nontaxable benefits, deferred compensation, or other amounts not reported on Form W-2.
Kelley Douglass, Director
$45,833
Brett Morris, President
$0
Steve Burns, Board Member
$0
David M Mcdonald, Board Member
$0
Claire Bourque, Member At Large
$0
Source: IRS Form 990 (page 7), filing year 2024
IRS Published Data (Business Master File) - Data Available
Organization which receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi) (BMF foundation code: 15)
Affiliation:
Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations). (BMF affiliation code: 3)
Data Sources (IRS Forms 990) - Data Available
The Form 990 is a document that nonprofit organizations file with the IRS annually. We leverage accountability and finance data from it to form Encompass ratings. Click here to search for this organization's Forms 990 on the IRS website (if any are available). Simply enter the organization's name (SAMARITAN FUND NP) or EIN (873467536) in the 'Search Term' field.
Impact & Measurement
Score
73
This beacon estimates the actual impact a charity has on the lives of those it serves, and determines whether it is making good use of donor resources to achieve that impact.
$11,206,433 total costs / $3,735,478 of cash assistance provided = roughly $3 provides a dollar's worth of cash directly to those in need [2021 USD]
Program Context
Healthcare Subsidy Program: The nonprofit provides cash assistance to households in need.
Data Time Period
1/1/23 to 12/31/23
Benchmark for Scoring
Impact scores of cash transfer programs are based on income generated relative to cost. Programs receive an impact score of 100 if they provide a dollar for less than $1.25 and a score of 80 if they provide a dollar at a cost between $1.25 to $2 . If a nonprofit reports impact but doesn't meet the benchmark for cost-effectiveness, it earns a score of 65. The nonprofit provides $1 to someone in need at a cost of more than $2.
Methodology
This impact score was determined through the Financial Assistance methodology which is fully detailed in the Charity Navigator Guide to Ratings. Analysis conducted in 2024 by Charity Navigator using data submitted by the nonprofit, theory and evidence from scientific research studies, and public datasets.
Data Source
The nonprofit submitted data on the value of cash transfers, along with the costs required to deliver the assistance.
Measurement
97 out of 100 points
25% of Impact & Measurement score
Full Credit
Partial Credit
No Credit
The Measuring Outcomes assessment evaluates how well a charity tracks progress towards its mission's outcomes.
Displayed below are the responses provided by the charity for the Measuring Outcomes assessment. Each question is designed to address specific criteria, with responses eligible for full, partial, or no credit. Please refer to the scoring rubric for details on how responses are scored.
Selected program: Healthcare Subsidy Program, Submitted April 2025
Program Planning and Design
28 out of 29 points
This section assesses the use of crucial evaluation tools in program objective-setting and activities.
Charity leadership uses information collected to make decisions regarding programs
Agree, uses information collected to improve programs
Charity staff have training or experience in monitoring and evaluation
Partially agree, staff are trained in monitoring and evaluation practices
Charity has documents and reviews how program activities lead to change
Agree, documents and reviews
Charity has researched program model before implementation in the following ways
Consulted other nonprofits
Referred to the practices of similar nonprofits
Referred to the practices of government programs
Referred to relevant private-sector practices
Surveyed target population
Assessed ethical and legal compliance
Charity revisits how program activities lead to change
Agree, does revisit how program activities lead to change
Charity tracks program progress in the following ways
Tracks activities
Tracks outcomes and impacts
Tracks using timelines and milestones
Aligns plan with mission
Program Development
26 out of 26 points
This section assesses the consideration of stakeholders in program objectives and activities.
Charity identifies program target population needs in the following ways
Reviewed data from prior monitoring and/or evaluation
Conducted a literature review
Conducted interviews and/or focus groups
Conducted a needs assessment
Conducted a baseline assessment
Charity considers practical, cultural, and political needs and interests of those served by program
Agree, charity is responsive to practical, cultural, and political needs
Charity reviews the work whether similar organizations work on the same problem
Agree, reviews the work of similar organizations
Charity uses SMART Goals
Agree, identified Specific, Measurable, Achievable, Relevant, and Time-Bound (SMART) goals
Data Collection and Analysis
18 out of 18 points
This section assesses the best practices used in collecting and analyzing program data.
Charity tracks program information in the following ways
Collects data before a program is initiated
Collects data during program implementation
Collects data when a program is complete
Charity collects programmatic information on those served by the program in the following ways
Identifies the number of those served by program
Collects demographic data of those served by program
Identifies the number of those successfully served by the program
Collects information about the quality of service from the target population
Charity collects and analyzes program information to determine results in the following ways
Generates summary statistics of key metrics
Compares results to data from major institutions
Compares effect of program on target population and those not served by program
Conducts data analysis over multiple points in time to measure change over time
Compares programs results to programs that work on the same issues
Compares program results to different types of programs in the geographic area
Reporting and Distribution of Results
16 out of 18 points
This section assesses reporting and disseminating program results.
Charity reports program results to key stakeholders
Funders
Staff and volunteers
Board members
Participants/beneficiaries of our work
Findings are publicly available
Charity reports both favorable and unfavorable results
Yes, charity reports both favorable of unfavorable results
Use of Results
9 out of 9 points
This section assesses the use of results to guide learning.
Charity uses program results to inform future work for the following reasons
Sustain and secure funding
Inform strategic planning
Improve program operations
Understand the impact of their work
Inform how we create future programs
Culture & Community
Score
100
This beacon provides an assessment of the organization's culture and connectedness to the community it serves.
This assessment, developed by the Irritants for Change, evaluates how a charity listens to and uses feedback from the people meant to ultimately benefit from its mission. Seeking feedback from the people a charity serves makes the nonprofit more responsive and effective.
Collects Feedback
25 out of 25 points
Does your organization collect feedback (i.e., perceptions, opinions, concerns) from the people meant to ultimately benefit from your mission?
Yes
Uses Feedback
25 out of 25 points
How is your organization using feedback from the people you serve?
To identify and remedy poor client service experiences
To identify bright spots and enhance positive service experiences
To make fundamental changes to our programs and/or operations
To inform the development of new programs/projects
To identify where we are less inclusive across demographic groups
To strengthen relationships with the people we serve
Implements Quality Feedback Practices
25 out of 25 points
Which of the following feedback practices does your organization routinely carry out?
We collect feedback from the people we serve at least annually
We aim to collect feedback from as many people we serve as possible
We take steps to ensure people feel comfortable being honest with us
We look for patterns in feedback based on demographics (e.g., race, age, gender, etc.)
We look for patterns in feedback based on people’s interactions with us (e.g., site, frequency of service, etc.)
We engage the people who provide feedback in looking for ways we can improve in response
We act on the feedback we receive
We share the feedback we received with the people we serve
We tell the people who gave us feedback how we acted on their feedback
Experiences Feedback Challenges
25 out of 25 points
What challenges does your organization face in collecting feedback from the people you serve?
We don't have any major challenges to collecting feedback
Leadership & Adaptability
Score
100
This beacon provides an assessment of the organization's leadership capacity, strategic thinking and planning, and ability to innovate or respond to changes in constituent demand/need or other relevant social and economic conditions to achieve the organization's mission.
The nonprofit organization presents evidence of strategic thinking through articulating the organization's mission.
The Samaritan Fund Foundation exists to bring the Peace of Mind to Heal to individuals facing acute medical conditions by sourcing them funds to cover their medical expenses.
Vision Statement
10 out of 10 points
The nonprofit organization presents evidence of strategic thinking through articulating the organization's vision.
To eliminate the stress and anxiety that comes with the financial aspect of a medical condition and give them the Peace of Mind to Heal.
Strategic Goals
20 out of 20 points
The nonprofit organization presents evidence of strategic thinking and goal setting through sharing their most important strategic goals.
Goal One: Funding enables the Samaritan Fund Foundation to increase the number of participants served, and to continue offering life-changing financial assistance that alleviates the stress of medical debt. The impact of this program will be measured by improved health outcomes, reduced financial vulnerability, and an overall enhancement in the quality of life for the program’s beneficiaries.
Leadership
30 out of 30 points
Full Credit
Partial Credit
No Credit
Investment in Leadership Development
15 out of 15 points
The nonprofit provides evidence of investment in leadership development.
Leadership Conferences and Networking Events
Succession Planning
External Focus on Mobilizing Mission
15 out of 15 points
The nonprofit provides evidence of leadership through focusing externally and mobilizing resources for the mission.