Civic Intelligence

Samaritan Institute Inc

990 • Fiscal year 2016 • EIN 31-0951606

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 09, 2017

Organization ProfileWWW.SAMARITANINSTITUTE.ORG
2696 S Colorado Blvd No 380Denver, CO 80222

(303) 691-0144

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

70th percentile

0.04x

Higher debt load relative to assets than 70% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

74th percentile

0.04x

Higher debt load relative to revenue than 74% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

6th percentile

-66%

Higher net margin than 6% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

96th percentile

$66,950

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 15.8% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

12th percentile

-37%

Faster asset growth than 12% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

49th percentile

0.1%

Faster revenue growth than 49% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$465,800

Down $269,212 (-37%) from 2015

Net Assets

Down

$449,146

Down $279,635 (-38%) from 2015

Liabilities

Up

$16,654

Up $10,423 (+167%) from 2015

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin6th percentile

Revenue

Up

$423,061

Up $614 (+0.1%) from 2015

Expenses

Down

$702,696

Down $165,021 (-19%) from 2015

Net Income

Up

-$279,635

Up $165,635 (+37%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $1,052,788Liabilities 2011: $33,984Net Assets 2011: $1,018,8042011Assets 2013: $1,691,479Liabilities 2013: $20,238Net Assets 2013: $1,671,2412013Assets 2014: $1,186,170Liabilities 2014: $12,119Net Assets 2014: $1,174,0512014Assets 2015: $735,012Liabilities 2015: $6,231Net Assets 2015: $728,7812015Assets 2016: $465,800Liabilities 2016: $16,654Net Assets 2016: $449,1462016Assets 2017: $1,427,405Liabilities 2017: $725Net Assets 2017: $1,426,6802017Assets 2018: $1,283,506Liabilities 2018: $6,376Net Assets 2018: $1,277,1302018Assets 2019: $827,905Liabilities 2019: $9,314Net Assets 2019: $818,5912019Assets 2020: $670,694Liabilities 2020: $12,864Net Assets 2020: $657,8302020Assets 2021: $487,530Liabilities 2021: $9,543Net Assets 2021: $477,9872021Assets 2022: $2,472,164Liabilities 2022: $36,261Net Assets 2022: $2,435,9032022Assets 2023: $2,000,357Liabilities 2023: $5,640Net Assets 2023: $1,994,7172023Assets 2024: $1,478,283Liabilities 2024: $83,180Net Assets 2024: $1,395,1032024

Highlighted filing

2016

Assets$465,800
Liabilities$16,654
Net Assets$449,146
Open 2016 Filing

Operations Trend

Revenue Growth49th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $1,264,8582011Revenue 2013: $1,780,336Expenses 2013: $826,351Net Income 2013: $953,9852013Revenue 2014: $499,499Expenses 2014: $996,689Net Income 2014: -$497,1902014Revenue 2015: $422,447Expenses 2015: $867,717Net Income 2015: -$445,2702015Revenue 2016: $423,061Expenses 2016: $702,696Net Income 2016: -$279,6352016Revenue 2017: $1,679,445Expenses 2017: $701,911Net Income 2017: $977,5342017Revenue 2018: $994,934Expenses 2018: $1,144,484Net Income 2018: -$149,5502018Revenue 2019: $560,252Expenses 2019: $1,018,791Net Income 2019: -$458,5392019Revenue 2020: $650,533Expenses 2020: $811,294Net Income 2020: -$160,7612020Revenue 2021: $616,716Expenses 2021: $796,559Net Income 2021: -$179,8432021Revenue 2022: $2,783,860Expenses 2022: $825,944Net Income 2022: $1,957,9162022Revenue 2023: $537,772Expenses 2023: $978,958Net Income 2023: -$441,1862023Revenue 2024: $500,331Expenses 2024: $1,099,945Net Income 2024: -$599,6142024

Highlighted filing

2016

Revenue$423,061
Expenses$702,696
Net Income-$279,635
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 9, 2017
Return Version
2016v3.0
Gross Receipts
$423,061
Mission and Program Overview

Mission

The samaritan institute's mission is to help affiliated centers provide team-oriented, cost-efficient counseling, education, and consultation which emphasize the interrelatedness of mind, body, spirit, and community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$616,928$393,468▼ $223,460
Accounts Receivable$46,026$26,039▼ $19,987
Pledges and Grants Receivable$50,000$25,000▼ $25,000
Cash and Non-Interest-Bearing Accounts$12,881$15,597▲ $2,716
Prepaid Expenses and Deferred Charges$5,632$3,275▼ $2,357
Land, Buildings, and Equipment, Net$3,545$2,421▼ $1,124
Total Assets$735,012$465,800▼ $269,212
Liabilities
Accounts Payable and Accrued Expenses$5,825$14,217▲ $8,392
Deferred Revenue$406$2,437▲ $2,031
Total Liabilities$6,231$16,654▲ $10,423
Net Assets / Fund Balance
Unrestricted Net Assets$442,296$357,314▼ $84,982
Temporarily Rstr Net Assets$286,485$91,832▼ $194,653
Total Net Assets Fund Balance$728,781$449,146▼ $279,635
Total Liabilities and Net Assets / Fund Balance$735,012$465,800▼ $269,212

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,421$13,852$16,273
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert JohnsonPresident/ceFT$65,000$1,950$66,950
Wayne AlberchtCEOFT$42,250$1,268$43,518

Board Members and Trustees

NameTitle
Beverley ShrummChair
Margaret JonesChair-elect
Casper MartinMember
Grover MimsMember
James MackMember
James TaucherMember
Jennifer PaquetteMember
Joseph FortnaMember
Keith SheffieldMember
Naomi HarrisMember
Randall BellowsMember
Robert JohnsonMember
Sandra MullinsMember
Thomas FoxMember
Thomas RogersMember
William ManiatisMember
Gerald DesobeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$54,851
Program Service Revenue
$352,506
Investment Income
$570
Other Revenue
$15,134
All Other Contributions
$54,851
Change in Net Assets
$-279,635

Audited Revenue Reconciliation

Revenue per Audited Statements
$423,061
Total Revenue per Audited Statements
$423,061
Total Revenue per Form 990
$423,061
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$367,329
Salaries, Compensation, and Employee Benefits$335,367
Total Fundraising Expense$24,587
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$135,988$51,241$9,854$197,083
Current Officers, Directors, Trustees, and Key Employees$74,002$27,885$5,363$107,250
Conferences and Meetings$79,582$4,594$883$85,059
Fees for Services Other$49,936$353$68$50,357
Travel$30,297$8,849$1,702$40,848
Occupancy$19,386$7,305$1,405$28,096
Information Technology$19,250$6,688$1,286$27,224
Fees for Services Accounting$12,352$11,117$1,235$24,704
Payroll Taxes$15,428$5,813$1,118$22,359
Insurance$5,789$2,181$420$8,390
Office Expenses$5,660$1,739$334$7,733
Other Expenses$3,106$1,818$225$5,149
Other Employee Benefits$3,086$1,163$224$4,473
Pension Plan Contributions$2,899$1,093$210$4,202
All Other Expenses$961$362$69$1,392
Depreciation Depletion$776$292$56$1,124
Total Functional Expenses$545,009$133,100$24,587$702,696

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$702,696
Total Expenses per Audited Statements$702,696
Total Expenses per Form 990$702,696
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The form 990 is provided to the entire board of directors for review before it is submitted to the irs.”

Form 990, Page 6, Part VI, Line 12C

“A copy of the conflict of interest policy is provided to all board members and key employees. Board members and key employees are required to disclose annually, in writing, any potential conflicts of interest. If a conflict were to arise, that board member must abstain from voting on the matter.”

Form 990, Page 6, Part VI, Line 15A

“In 2016 the compensation data remained the same as in years' past (where data was gathered through a review of salary information from msec) and incorporated into the annual budget which was reviewed by the executive committee and approved by the full board of directors.”

Form 990, Page 6, Part VI, Line 19

“Organizational and tax documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Samaritan Institute Inc
EIN
31-0951606
Phone
3036910144
Address
2696 S COLORADO BLVD NO 380, DENVER, CO 80222

Signing Officer

Name
Robert Johnson
Title
President/CEO 2016
Phone
3036910144
Signed
2017-10-09

Organization Details

Principal Officer
Robert Johnson
Formed
1978
Voting Board Members
16
Independent Board Members
16
Employees
8
Volunteers
19

Preparer

Firm
Taylor Roth and Company
Address
800 GRANT ST STE 205, DENVER, CO 80203-2944
Preparer
Ken Roth
Phone
3038308109
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IRS990/ProgSrvcAccomActy3Grp/Desc0CLERGY AND CONGREGATION CARE - THIS PROGRAM IS A RESEARCH, DEVELOPMENT, AND TRAINING EFFORT TO HELP SAMARITAN CENTERS NATIONWIDE SERVE CLERGY, CONGREGATIONS, AND JUDICATORIES. THREE REGIONAL COLLABORATIVES ARE COMPRISED OF AFFILIATED CENTERS THAT PROVIDE A RANGE OF SERVICES INCLUDING CLERGY GROUPS, CLERGY ASSESSMENT, COACHING, CONSULTATION, EDUCATION, AND SPIRITUAL DIRECTION.
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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$465,800
Liabilities
$16,654
Net assets
$449,146
Revenue
$423,061
Expenses
$702,696
Net income
-$279,635
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.48$0.08$1.40$0.50$1.10$0.60
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.00$0.01$1.99$0.54$0.98$0.44
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.47$0.04$2.44$2.78$0.83$1.96
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.01$0.48$0.62$0.80$0.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.01$0.66$0.65$0.81$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.01$0.82$0.56$1.02$0.46
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.01$1.28$0.99$1.14$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.00$1.43$1.68$0.70$0.98
2016Detailed filing. Detailed filing data is available for this year.$0.47$0.02$0.45$0.42$0.70$0.28
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.01$0.73$0.42$0.87$0.45
2014Detailed filing. Detailed filing data is available for this year.$1.19$0.01$1.17$0.50$1.00$0.50
2013Detailed filing. Detailed filing data is available for this year.$1.69$0.02$1.67$1.78$0.83$0.95
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.03$1.02$1.26