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Michigan · Nonprofit

SAMARITAS FOUNDATION

SAMARITAS FOUNDATION (Michigan) receives grants from 13 organizations whose IRS filings report $496,382 to it, the largest being ROCKEFELLER PHILANTHROPY ADVISORS INC ($150,000). 2 of them have funded it in more than one year, and 54% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.

Revenue FY2024
$607k
Funders on record
13
Grants received
$496k
Net assets
$18M
2/13 repeat funderspeak grant-dependency 78%
01What it does

What Samaritas Foundation does

Mission

To establish a permanent endowment fund or funds to receive and administer funds and to be operated solely for charitable purposes for the benefit of samaritas, a michigan nonprofit corporation ("samaritas") and/or its subsidiaries and affiliated entities, to be used solely to assist in fulfilling the capital and program services requirements. To provide support exclusively to samaritas to enable it to accomplish its mission of serving others. To accept gifts, devises and bequests of property, both real and personal, including endowment funds, outright or in trust, and to invest, manage and/or distribute the same and the proceeds thereof for the uses of this foundation.

As stated on its FY2024 Form 990.

Program

  1. The foundation is a supporting organization of samaritas. As a supporting organization, the foundation supports the mission of samaritas through grants paid for operational and capital purposes.

    $667,609 spentof which $667,609 as grants
    100% of program spending

The program described on its FY2023 Form 990. Program spending in total: $667,609.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($3.1M) Expenses 100 ($560k) Net assets 100 ($18M)2018 Revenue 32 ($991k) Expenses 160 ($897k) Net assets 92 ($16M)2019 Revenue 31 ($959k) Expenses 183 ($1.0M) Net assets 106 ($19M)2020 Revenue 146 ($4.5M) Expenses 159 ($887k) Net assets 114 ($20M)2021 Revenue 113 ($3.5M) Expenses 222 ($1.2M) Net assets 126 ($22M)2022 Revenue 21 ($655k) Expenses 177 ($991k) Net assets 107 ($19M)2023 Revenue 2 ($63k) Expenses 171 ($958k) Net assets 119 ($21M)2024 Revenue 20 ($607k) Expenses 880 ($4.9M) Net assets 102 ($18M)
'17'18'19'20'21'22'23'24
Revenue (20)Expenses (880)Net assets (102)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2021 to 2022, from $23M to $19M (−16%).

$18M
$16M
$19M
$20M
$23M
$19M
$21M
$18M
'17'18'19'20'21'22'23'24
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
ContributionsProgram revenueInvestmentOther

17% of SAMARITAS FOUNDATION’s revenue is contributions — more earned-revenue than three-quarters of its peers (91% for the typical peer).

This organization
Typical peer · 23,870 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 4 of the last 8 reported years ran a deficit.

$2.5M
’17
$93k
’18
−$63k
’19
$3.6M
’20
$2.2M
’21
−$336k
’22
−$895k
’23
−$4.3M
’24
0.6
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Chief executive

David Morin

Trustee, samaritas CEO

Board chair

David Wohleen

Chair

As listed on its FY2024 Form 990.

'17'18'19'20'21'22'23'24
Listed3833262124231715
Joined·+3+5+2+3+3+4+0
No longer listed·812704102
03Who funds it

Who funds it, year by year

2019 → 2023: the base narrowed from 2 funders to 1 funder, grant income rose $40k → $49k.

8 of 13 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 54% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

Left out of every figure on this page: $1.0M from one payer (the payer shares this organization's board, largest Samaritas). These are real filings, and they are not money SAMARITAS FOUNDATION raised.

From the IRS filings of SAMARITAS FOUNDATION’s funders (the co-funder graph). Top 12 of 13 funders by total. Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

SAMARITAS FOUNDATION leans on a few funders — its largest provides 30% of grant income and the top three 66%; half comes from just 2 funders.

the vertical line marks half of all grant income — 2 funders to its left

65% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund SAMARITAS FOUNDATION.

30%
largest funder
66%
top three
~5
effective funders

Largest funder’s share by year: 2019 75% · 2020 68% · 2021 55% · 2022 86% · 2023 100% — growing more concentrated.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How long its funders stay

0% of SAMARITAS FOUNDATION's funders are still giving 2 years after their first grant; 15% give in more than one year at all.

first grant+1y+2y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

54% of SAMARITAS FOUNDATION's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $229k that is directly attributable, 100% of it comes from Michigan funders.

MI
NY

In-state vs out-of-state, by year

’21
’22
’23
Michigan out of state home

Funder states come from each funder’s own filing. $267k arriving through sponsors registered in 6 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

SAMARITAS FOUNDATION's revenue fell 80% between 2017 and 2024.

Operating margin−711% · bottom quartile
Months of reserve0.6mo · bottom quartile
Revenue growth (annualized)−21% · bottom quartile

this organization peer median middle 50% of peers· 21,616 human services nonprofits $100k–$1M, FY2024

Organizations like SAMARITAS FOUNDATION

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Michigan

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

94% of spending goes to programs.

Program 94%Management 6%Fundraising 0%

Governance

11
board members
91%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990✓Audited financials

Footprint & structure

Files a return copy in 1 state

MI

Part of a family of 15 related entities

  • Samaritas · exempt
  • Lutheran Housing Corp of Cheboygan · exempt
  • Lutheran Housing Corp of Ann Arbor · exempt
  • Lutheran Housing Corporation of Monroe · exempt
  • Lutheran Np Housing Corp - Lansing · exempt

Screen this organization

A dated, signed PDF of the compliance screen for SAMARITAS FOUNDATION: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds SAMARITAS FOUNDATION?
SAMARITAS FOUNDATION (Michigan) receives grants from 13 organizations whose IRS filings report $496,382 to it, the largest being ROCKEFELLER PHILANTHROPY ADVISORS INC ($150,000). 2 of them have funded it in more than one year, and 54% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
How many funders does SAMARITAS FOUNDATION have?
IRS filings report 13 organizations giving $496,382 in grants to SAMARITAS FOUNDATION, 2 of which have funded it in more than one year.
Who is the largest funder of SAMARITAS FOUNDATION?
ROCKEFELLER PHILANTHROPY ADVISORS INC is the largest funder on record, with $150,000 in grants. The full list of funders is on this page.
How can an organization like SAMARITAS FOUNDATION find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Michigan. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 13 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing