Nonprofit · EIN 87-3467536
SAMARITAN FUND NP
Tax-exempt · METAIRIE, LA 70002
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $35,265,485 | $19,197,487 | $16,067,998 | $22,477,680 | $5,884,539 | $16,593,141 |
| December 31, 2024 | 990 | $7,475,595 | $7,846,708 | -$371,113 | $3,644,211 | $3,158,113 | $486,098 |
| December 31, 2023 | 990 | $4,124,733 | $4,360,615 | -$235,882 | $1,954,697 | $1,894,551 | $60,146 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $34,857,636
- Program service revenue
- $0
- Investment income
- $341,163
- Net gain from sales of assets
- $183,188
- Other revenue
- $66,686
Expenses
- Grants and similar amounts paid
- $78,881
- Other salaries and wages
- $82,404
- Salaries, compensation and benefits (total)
- $91,146
- Professional fundraising fees
- $16,471
- Accounting fees
- $8,605
- Travel
- $1,507
- Program services (functional)
- $19,109,657
- Management and general (functional)
- $71,359
- Fundraising (functional)
- $16,471
Balance sheet and other
- Total assets, start of year
- $3,644,211
- Total assets, end of year
- $22,477,680
- Total liabilities, end of year
- $5,884,539
- Net assets, end of year
- $16,593,141
- Net assets without donor restrictions
- $16,593,141
- Gross receipts
- $36,404,052
- Employees
- 1
- Volunteers
- 4
- Year formed
- 2021
- State of legal domicile
- LA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRETT MORRIS | PRESIDENT Trustee or director, Officer | 5 | $0 |
| STEVE BURNS | BOARD MEMBER Trustee or director | 5 | $0 |
| DAVID M MCDONALD | BOARD MEMBER Trustee or director | 5 | $0 |
| CLAIRE BOURQUE | MEMBER AT LARGE Trustee or director | 5 | $0 |
| JODY BERRY | SECRETARY/TREASURER Trustee or director, Officer | 5 | $0 |
990 for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KELLEY DOUGLASS | DIRECTOR Officer | 40 | $45,833 |
| BRETT MORRIS | PRESIDENT Trustee or director, Officer | 5 | $0 |
| STEVE BURNS | BOARD MEMBER Trustee or director | 5 | $0 |
| DAVID M MCDONALD | BOARD MEMBER Trustee or director | 5 | $0 |
| CLAIRE BOURQUE | MEMBER AT LARGE Trustee or director | 5 | $0 |
| JODY BERRY | SECRETARY/TREASURER Trustee or director, Officer | 5 | $0 |
990 for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRETT MORRIS | PRESIDENT/DIRECTOR Trustee or director, Officer | 5 | $0 |
| STEVEN BURNS | DIRECTOR Trustee or director | 5 | $0 |
| DAVID MCDONALD | DIRECTOR Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 3121 21ST ST, METAIRIE, LA 70002-4916
- Principal officer (990 for 2025)
- BRETT MORRIS, 3121 21ST STREET, METAIRIE, LA 70002
- Signed the 990
- BRETT MORRIS, PRESIDENT
- Phone
- (504) 251-0527
- Return prepared by
- WEGMANN DAZET APC
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.
Program accomplishments
- SAMARITAN FUND NP LEAVES OUR PARTICIPANTS WITH LITTLE TO NO OUT-OF-POCKET MEDICAL EXPENSES BY PROVIDING FOCUSED FINANCIAL SUPPORT. OUR PROGRAM REMOVES THE FINANCIAL STRESS AND ANXIETY THAT COMES ALONG WITH A SERIOUS MEDICAL CONDITION, AND IT GIVES OUR PARTICIPANTS THE PEACE OF MIND TO HEAL.Expenses $19,109,657 · grants $78,881
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 87-3467536
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2023
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Voluntary health associations and medical disciplines (G01)
- Assets (IRS master file)
- $22,477,680
- Income (IRS master file)
- $36,404,052
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $35,265,485 | $19,197,487 | $22,477,680 | XML |
| 990 | December 2024 | $7,475,595 | $7,846,708 | $3,644,211 | XML |
| 990 | December 2023 | $4,124,733 | $4,360,615 | $1,954,697 | XML |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about SAMARITAN FUND NP
- What is the EIN of SAMARITAN FUND NP?
- The employer identification number (EIN) of SAMARITAN FUND NP is 87-3467536.
- Is SAMARITAN FUND NP tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to SAMARITAN FUND NP tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SAMARITAN FUND NP file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SAMARITAN FUND NP due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAMARITAN FUND NP last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of SAMARITAN FUND NP?
- The 990 for the year ended December 31, 2025 names BRETT MORRIS.
- Who are the officers and directors of SAMARITAN FUND NP?
- The 990 for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does SAMARITAN FUND NP have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $35,265,485, expenses of $19,197,487 and total assets of $22,477,680 at year end.
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All nonprofits in METAIRIE · Louisiana · Voluntary health associations and medical disciplines