Samara Fund Inc
Samara Fund Inc maintains substantial assets with zero executive compensation amidst volatile revenue streams.
EIN: 202742189 · Burnsville, NC · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $434K |
| Total Expenses | $247K |
| Program Spending | 90% |
| Net Assets | $2.8M |
| Transparency Score | 85/100 |
Search Intent Cockpit
Samara Fund Inc Form 990, Revenue, CEO Pay, and IRS Filing Signals
Samara Fund Inc is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around Samara Fund Inc in one place.
Form 990 Filing Summary
9 filing years are available, with latest revenue of $371K and expenses of $247K.
Revenue and Expenses
Samara Fund Inc reported $371K in revenue and $247K in expenses, a surplus of $125K.
Executive Compensation
Officer, director, trustee, and key employee pay is reviewed from IRS 990 compensation disclosures when present.
Charity Score and Red Flags
85/100 mission score, 2 red flags, and 4 strengths are shown from structured and AI review.
Is Samara Fund Inc Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
IRS 990 Data Cockpit
Where the Money Comes From and Where It Goes
Revenue Source Mix
Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.
Expense Deployment
| Program services | $222K (90%) |
Across stored filings, Samara Fund Inc shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.
Decision Cockpit
One-Stop Donor, Research, and Peer Context Hub
| Decision Lens | Signal | What to Inspect Next |
|---|---|---|
| Legitimacy | Some Concerns | Good filing record; 2 red flags identified |
| Mission spend | 90% to programs | Excellent |
| Financial durability | Grade A | 9 stored filing years |
| Peer context | Compare with Cccp Community Trust | North Carolina and category context |
Trust Check
Review legitimacy, deductibility, red flags, and filing consistency.
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Compare with Cccp Community Trust →All North Carolina nonprofits
Local and Sector Spokes
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Burnsville, NC nonprofitsFollow the Money
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Turn this Form 990 profile into a donor-ready report
Request a concise report for Samara Fund Inc with revenue, expenses, executive compensation, red flags, peer context, and IRS source links. You can also request CSV exports or watchlist updates for future filings.
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Samara Fund Inc directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Samara Fund Inc
Samara Fund Inc (EIN: 202742189) is a nonprofit organization based in Burnsville, NC. The organization reported total revenue of $434K and total assets of $2.8M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Samara Fund Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Samara Fund Inc is a small nonprofit that has been operating for 21 years, with 9 years of IRS 990 filings on record (2011–2022). Revenue has grown at a compound annual rate of -3.9%.
Key Financial Metrics (2022)
From the most recent IRS 990 filing on record:
| Total Revenue | $371K |
| Total Expenses | $247K |
| Surplus / Deficit | +$125K |
| Total Assets | $2.8M |
| Total Liabilities | $1 |
| Net Assets | $2.8M |
| Operating Margin | 33.6% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 136.8 months |
Financial Health Grade: A
In 2022, Samara Fund Inc reported a surplus of $125K with revenue exceeding expenses, holds 136.8 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 9 years of filings (2011–2022), Samara Fund Inc's revenue has declined at a compound annual growth rate (CAGR) of -3.9%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2022 | +142.0% | -10.8% | +4.6% |
| 2020 | -175.4% | +1.2% | -9.9% |
| 2019 | -47.8% | +6.2% | -7.9% |
| 2015 | -71.4% | +4.2% | -1.0% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2005 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Samara Fund Inc with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 90%
- fundraising: 0%
According to IRS 990 filings, Samara Fund Inc allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2022)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $125K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Samara Fund Inc consistently reports 0% officer compensation across all available filings, indicating a volunteer-led executive team or that executive functions are absorbed within other operational costs without direct compensation, which is highly favorable for donor funds.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Samara Fund Inc's IRS 990 filings:
- Highly volatile revenue, including a negative revenue year in 2020, which could indicate an unstable funding model or significant reliance on investment performance.
- NTEE code is unknown, making it difficult to benchmark against similar organizations or understand its specific charitable purpose without further research.
Strengths
The following positive indicators were identified for Samara Fund Inc:
- Consistently reports 0% officer compensation, indicating extremely low executive overhead.
- Maintains a strong asset base ($2,830,244) relative to annual expenses, suggesting financial stability and capacity.
- Low liabilities ($1 across multiple years) indicates sound financial management and minimal debt.
- Significant asset growth over the long term, from $1.95 million in 2011 to $2.83 million currently.
Frequently Asked Questions about Samara Fund Inc
Is Samara Fund Inc a legitimate charity?
Samara Fund Inc (EIN: 202742189) is a registered tax-exempt nonprofit based in North Carolina. Our AI analysis gives it a Mission Score of 85/100. It has 9 years of IRS 990 filings on record. Total revenue: $434K. 2 red flags identified. 4 strengths noted. Financial health grade: A.
How does Samara Fund Inc spend its money?
Samara Fund Inc directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Samara Fund Inc tax-deductible?
Samara Fund Inc is registered as a tax-exempt nonprofit (EIN: 202742189). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Samara Fund Inc located?
Samara Fund Inc is headquartered in Burnsville, North Carolina and files with the IRS under EIN 202742189.
How many years of IRS 990 filings does Samara Fund Inc have?
Samara Fund Inc has 9 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $434K in total revenue.
What is the primary source of Samara Fund Inc's revenue given its volatility?
The provided data shows significant revenue fluctuations, including a negative revenue year in 2020. This pattern often suggests a reliance on investment income, capital gains/losses, or large, infrequent grants rather than consistent program service fees or small-dollar donations. Further investigation into their Form 990, Part VIII, Statement of Revenue, would clarify this.
How does Samara Fund Inc manage to operate with zero officer compensation?
The consistent reporting of 0% officer compensation implies that the organization is either entirely volunteer-run at the executive level, or executive duties are performed by staff whose compensation is categorized under other expense lines (e.g., program or administrative staff) rather than specifically as 'officer compensation'. This is a strong indicator of low overhead.
What are the specific program activities funded by Samara Fund Inc?
The NTEE code is unknown, and the provided data does not detail specific program activities. To understand their mission impact, one would need to review their Form 990, Part III, Statement of Program Service Accomplishments.
Filing History
IRS 990 filing history for Samara Fund Inc showing financial trends over 9 years of public records:
Over 9 years of IRS 990 filings (2011–2022), Samara Fund Inc's revenue has declined by 35.2%, moving from $573K to $371K. Total assets increased by 43.8% over the same period, from $2.0M to $2.8M. Total functional expenses rose by 113.1%, from $116K to $247K. In its most recent filing year (2022), Samara Fund Inc reported a surplus of $125K, with revenue exceeding expenses. The organization holds $1 in liabilities against $2.8M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $2.8M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2022 | $371K | $247K | $2.8M | $1 | — | View 990 |
| 2021 | $153K | $276K | $2.7M | $1 | — | View 990 |
| 2020 | $-72,943 | $235K | $2.8M | $1 | — | View 990 |
| 2019 | $97K | $232K | $3.1M | $1 | — | View 990 |
| 2015 | $185K | $218K | $3.4M | $1 | — | View 990 |
| 2014 | $649K | $210K | $3.4M | $1 | — | View 990 |
| 2013 | $632K | $186K | $3.0M | $1 | — | View 990 |
| 2012 | $721K | $144K | $2.5M | $1 | — | View 990 |
| 2011 | $573K | $116K | $2.0M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2022: Revenue of $371K, expenses of $247K, and assets of $2.8M (revenue +142.0% year-over-year).
- 2021: Revenue of $153K, expenses of $276K, and assets of $2.7M.
- 2020: Revenue of $-72,943, expenses of $235K, and assets of $2.8M (revenue -175.4% year-over-year).
- 2019: Revenue of $97K, expenses of $232K, and assets of $3.1M (revenue -47.8% year-over-year).
- 2015: Revenue of $185K, expenses of $218K, and assets of $3.4M (revenue -71.4% year-over-year).
- 2014: Revenue of $649K, expenses of $210K, and assets of $3.4M (revenue +2.7% year-over-year).
- 2013: Revenue of $632K, expenses of $186K, and assets of $3.0M (revenue -12.4% year-over-year).
- 2012: Revenue of $721K, expenses of $144K, and assets of $2.5M (revenue +25.9% year-over-year).
- 2011: Revenue of $573K, expenses of $116K, and assets of $2.0M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Samara Fund Inc:
Data Sources and Methodology
This transparency report for Samara Fund Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.