Civic Intelligence

Samaritan Institute Inc

990 • Fiscal year 2017 • EIN 31-0951606

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 16, 2018

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

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

15th percentile

0.00x

Higher debt load relative to revenue than 15% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

93rd percentile

58%

Higher net margin than 93% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

81st percentile

$139,276

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 8.3% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

98th percentile

206%

Faster asset growth than 98% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

97th percentile

297%

Faster revenue growth than 97% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$1,427,405

Up $961,605 (+206%) from 2016

Net Assets

Up

$1,426,680

Up $977,534 (+218%) from 2016

Liabilities

Down

$725

Down $15,929 (-96%) from 2016

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin93rd percentile

Revenue

Up

$1,679,445

Up $1,256,384 (+297%) from 2016

Expenses

Down

$701,911

Down $785 (-0.1%) from 2016

Net Income

Up

$977,534

Up $1,257,169 (+450%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth98th 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

2017

Assets$1,427,405
Liabilities$725
Net Assets$1,426,680
Open 2017 Filing

Operations Trend

Revenue Growth97th 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

2017

Revenue$1,679,445
Expenses$701,911
Net Income$977,534
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 16, 2018
Return Version
2017v2.3
Gross Receipts
$1,679,445
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$393,468$1,357,108▲ $963,640
Cash and Non-Interest-Bearing Accounts$15,597$54,191▲ $38,594
Pledges and Grants Receivable$25,000--
Accounts Receivable$26,039$11,867▼ $14,172
Prepaid Expenses and Deferred Charges$3,275$2,877▼ $398
Land, Buildings, and Equipment, Net$2,421$1,362▼ $1,059
Total Assets$465,800$1,427,405▲ $961,605
Liabilities
Deferred Revenue$2,437--
Accounts Payable and Accrued Expenses$14,217$725▼ $13,492
Total Liabilities$16,654$725▼ $15,929
Net Assets / Fund Balance
Temporarily Rstr Net Assets$91,832$985,671▲ $893,839
Unrestricted Net Assets$357,314$441,009▲ $83,695
Total Net Assets Fund Balance$449,146$1,426,680▲ $977,534
Total Liabilities and Net Assets / Fund Balance$465,800$1,427,405▲ $961,605

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,362$14,911$16,273
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert JohnsonPresident/ceFT$132,668$6,608$139,276

Board Members and Trustees

NameTitle
Margaret JonesChair
Grover MimsVice Chair
Amy BertschausenMember
Casper MartinMember
Diane HartMember
Donald StewartMember
Gary CebulskiMember
James MackMember
Jennifer PaquetteMember
Kathryn YarbroughMember
Kathy HeustessMember
Keith SheffieldMember
Naomi HarrisMember
Randall BellowsMember
Steve DusonMember
William ManiatisMember
Randy JohnsonSecretary
Randal RhoadeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,320,781
Program Service Revenue
$342,836
Investment Income
$0
Other Revenue
$15,828
All Other Contributions
$1,320,781
Change in Net Assets
$977,534

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,679,445
Total Revenue per Audited Statements
$1,679,445
Total Revenue per Form 990
$1,679,445
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$445,837
Other Expenses$256,074
Total Fundraising Expense$28,655
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$185,432$69,872$13,438$268,742
Current Officers, Directors, Trustees, and Key Employees$91,541$34,494$6,633$132,668
Conferences and Meetings$63,126$3,514$677$67,317
Fees for Services Other$47,006$338$65$47,409
Occupancy$22,878$8,621$1,658$33,157
Payroll Taxes$21,247$8,005$1,539$30,791
Travel$21,791$5,014$964$27,769
Information Technology$12,474$4,700$904$18,078
Fees for Services Accounting$6,116$5,504$612$12,232
Pension Plan Contributions$6,198$2,336$449$8,983
Insurance$5,759$2,171$417$8,347
Office Expenses$3,839$1,447$278$5,564
Other Employee Benefits$3,210$1,210$233$4,653
All Other Expenses$1,276$996$93$2,365
Other Expenses$1,367$1,879$361$1,367
Depreciation Depletion$731$276$53$1,060
Total Functional Expenses$521,614$151,642$28,655$701,911

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$701,911
Total Expenses per Audited Statements$701,911
Total Expenses per Form 990$701,911
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
No
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 2017 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
Phone
3036910144
Signed
2018-10-16

Organization Details

Principal Officer
Robert Johnson
Formed
1978
Voting Board Members
18
Independent Board Members
18
Employees
7
Volunteers
2

Preparer

Firm
Taylor Roth and Company
Address
800 GRANT ST STE 205, DENVER, CO 80203-2944
Preparer
Ken Roth
Phone
3038308109
Raw XML AppendixShowing 400 of 544 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt014217
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0725
IRS990/AccountsReceivableGrp/BOYAmt026039
IRS990/AccountsReceivableGrp/EOYAmt011867
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE 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.
IRS990/AllOtherContributionsAmt01320781
IRS990/AllOtherExpensesGrp/FundraisingAmt093
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0996
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01276
IRS990/AllOtherExpensesGrp/TotalAmt02365
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SAMARITAN INSTITUTE INC
IRS990/BooksInCareOfDetail/PhoneNum03036910144
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02696 S COLORADO BLVD NO 380
IRS990/BooksInCareOfDetail/USAddress/CityNm0DENVER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990/BooksInCareOfDetail/USAddress/ZIPCd080222
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt015597
IRS990/CashNonInterestBearingGrp/EOYAmt054191
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt06633
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt034494
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt091541
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0132668
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/FundraisingAmt0677
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt03514
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt063126
IRS990/ConferencesMeetingsGrp/TotalAmt067317
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01320781
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0256074
IRS990/CYOtherRevenueAmt015828
IRS990/CYProgramServiceRevenueAmt0342836
IRS990/CYRevenuesLessExpensesAmt0977534
IRS990/CYSalariesCompEmpBnftPaidAmt0445837
IRS990/CYTotalExpensesAmt0701911
IRS990/CYTotalFundraisingExpenseAmt028655
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01679445
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt02437
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt053
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0276
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0731
IRS990/DepreciationDepletionGrp/TotalAmt01060
IRS990/Desc0ACCREDITATION AND CONSULTATION - EACH AFFILIATED CENTER MUST BE ACCREDITED BY THE SAMARITAN INSTITUTE EVERY FOUR YEARS TO ENSURE THAT AFFILIATED CENTERS MAINTAIN SOUND ORGANIZATIONAL STRUCTURES, EFFICIENT MANAGEMENT AND ADMINISTRATION, HIGH QUALITY CLINICAL PROCESSES, CAREFUL FINANCIAL AND PERSONNEL PRACTICES, AND PROFESSIONAL ACCOUNTABILITY. CONSULTATION IS AVAILABLE TO EACH AFFILIATED CENTER FOR VARIOUS TYPES OF SUPPORT.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt07
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0286888
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt0612
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt05504
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt06116
IRS990/FeesForServicesAccountingGrp/TotalAmt012232
IRS990/FeesForServicesOtherGrp/FundraisingAmt065
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0338
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt047006
IRS990/FeesForServicesOtherGrp/TotalAmt047409
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1840.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt186608
IRS990/Form990PartVIISectionAGrp/PersonNm0MARGARET JONES
IRS990/Form990PartVIISectionAGrp/PersonNm1GROVER MIMS
IRS990/Form990PartVIISectionAGrp/PersonNm2RANDY JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm3RANDAL RHOADE
IRS990/Form990PartVIISectionAGrp/PersonNm4RANDALL BELLOWS
IRS990/Form990PartVIISectionAGrp/PersonNm5AMY BERTSCHAUSEN
IRS990/Form990PartVIISectionAGrp/PersonNm6GARY CEBULSKI
IRS990/Form990PartVIISectionAGrp/PersonNm7STEVE DUSON
IRS990/Form990PartVIISectionAGrp/PersonNm8DIANE HART
IRS990/Form990PartVIISectionAGrp/PersonNm9KATHY HEUSTESS
IRS990/Form990PartVIISectionAGrp/PersonNm10NAOMI HARRIS
IRS990/Form990PartVIISectionAGrp/PersonNm11JAMES MACK
IRS990/Form990PartVIISectionAGrp/PersonNm12WILLIAM MANIATIS
IRS990/Form990PartVIISectionAGrp/PersonNm13CASPER MARTIN
IRS990/Form990PartVIISectionAGrp/PersonNm14JENNIFER PAQUETTE
IRS990/Form990PartVIISectionAGrp/PersonNm15KEITH SHEFFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm16DONALD STEWART
IRS990/Form990PartVIISectionAGrp/PersonNm17KATHRYN YARBROUGH
IRS990/Form990PartVIISectionAGrp/PersonNm18ROBERT JOHNSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18132668
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18PRESIDENT/CE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01978
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01679445
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0904
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt04700
IRS990/InformationTechnologyGrp/ProgramServicesAmt012474
IRS990/InformationTechnologyGrp/TotalAmt018078
IRS990/InsuranceGrp/FundraisingAmt0417
IRS990/InsuranceGrp/ManagementAndGeneralAmt02171
IRS990/InsuranceGrp/ProgramServicesAmt05759
IRS990/InsuranceGrp/TotalAmt08347
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt014911
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02421
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01362
IRS990/LandBldgEquipCostOrOtherBssAmt016273
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0true
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0449146
IRS990/NetAssetsOrFundBalancesEOYAmt01426680
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt01658
IRS990/OccupancyGrp/ManagementAndGeneralAmt08621
IRS990/OccupancyGrp/ProgramServicesAmt022878
IRS990/OccupancyGrp/TotalAmt033157
IRS990/OfficeExpensesGrp/FundraisingAmt0278
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01447
IRS990/OfficeExpensesGrp/ProgramServicesAmt03839
IRS990/OfficeExpensesGrp/TotalAmt05564
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0233
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01210
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt03210
IRS990/OtherEmployeeBenefitsGrp/TotalAmt04653
IRS990/OtherExpensesGrp/Desc0PROFESSIONAL DEVELOPMENT
IRS990/OtherExpensesGrp/Desc1BAD DEBTS
IRS990/OtherExpensesGrp/Desc2LICENSE/DUES/FEES
IRS990/OtherExpensesGrp/Desc3ACCREDITATION
IRS990/OtherExpensesGrp/FundraisingAmt0281
IRS990/OtherExpensesGrp/FundraisingAmt1361
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01265
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11879
IRS990/OtherExpensesGrp/ProgramServicesAmt011315
IRS990/OtherExpensesGrp/ProgramServicesAmt111321
IRS990/OtherExpensesGrp/ProgramServicesAmt24987
IRS990/OtherExpensesGrp/ProgramServicesAmt31367
IRS990/OtherExpensesGrp/TotalAmt012861
IRS990/OtherExpensesGrp/TotalAmt111321
IRS990/OtherExpensesGrp/TotalAmt27227
IRS990/OtherExpensesGrp/TotalAmt31367
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0REIMBURSEMENTS
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt014688
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt11140
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt014688
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11140
IRS990/OtherRevenueTotalAmt015828
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt013438
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt069872
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0185432
IRS990/OtherSalariesAndWagesGrp/TotalAmt0268742
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01539
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08005
IRS990/PayrollTaxesGrp/ProgramServicesAmt021247
IRS990/PayrollTaxesGrp/TotalAmt030791
IRS990/PensionPlanContributionsGrp/FundraisingAmt0449
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02336
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt06198
IRS990/PensionPlanContributionsGrp/TotalAmt08983
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt025000
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03275
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02877
IRS990/PrincipalOfficerNm0ROBERT JOHNSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0AFFILIATION FEES
IRS990/ProgramServiceRevenueGrp/Desc1ANNUAL CONFERENCE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0337130
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15706
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0337130
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15706
IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATION AND CONFERENCE - PROFESSIONAL STAFF MEMBERS FROM THE INSTITUTE VISIT AFFILIATED CENTERS ON A REGULAR BASIS TO PROVIDE EDUCATION, LEAD WORKSHOPS AND RETREATS, AND SUPPORT CENTER DEVELOPMENT IN OTHER WAYS. A MULTITUDE OF RESOURCES ARE AVAILABLE TO ALL AFFILIATED CENTERS. A NATIONAL CONFERENCE IS HELD ON AN ANNUAL BASIS TO BRING LEADERS FROM ALL AFFILIATED CENTERS TOGETHER FOR EDUCATIONAL SESSIONS, WORKSHOPS, FORUMS AND NETWORKING EVENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0130403
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt05706
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.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0104323
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt054851
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0570
IRS990/PYOtherExpensesAmt0367329
IRS990/PYOtherRevenueAmt015134
IRS990/PYProgramServiceRevenueAmt0352506
IRS990/PYRevenuesLessExpensesAmt0-279635
IRS990/PYSalariesCompEmpBnftPaidAmt0335367
IRS990/PYTotalExpensesAmt0702696
IRS990/PYTotalRevenueAmt0423061
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0977534
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0337130
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0393468
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01357108
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt029902
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt06000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt055042
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt01339216
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt01430160
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0967,521
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SUPPORTING SCHEDULE
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0353260
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt054851
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt056484
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0105821
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01377051
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01947467
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0570
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01526
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02500
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03204
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt07800
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0358664
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0367640
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0364437
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0391178
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0400081
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01882000
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0570

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,427,405
Liabilities
$725
Net assets
$1,426,680
Revenue
$1,679,445
Expenses
$701,911
Net income
$977,534
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
2017Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$1.68$0.70$0.98
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$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