Civic Intelligence

Samaritan Ministries International

990 • Fiscal year 2016 • EIN 37-1295601

Jul 01, 2015 to Jun 30, 2016 • Filed on Mar 22, 2017

6000 N Forest Park DrivePeoria, IL 61614

(877) 764-2426

Siviq Scores

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

Liabilities / Assets

49th percentile

0.26x

Higher debt load relative to assets than 49% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

48th percentile

0.31x

Higher debt load relative to revenue than 48% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Net Margin

86th percentile

29%

Higher net margin than 86% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

50th percentile

$245,470

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Asset Growth

93rd percentile

39%

Faster asset growth than 93% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

86th percentile

27%

Faster revenue growth than 86% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Assets

Up

$47,777,613

Up $13,467,840 (+39%) from 2015

Net Assets

Up

$35,527,985

Up $11,314,586 (+47%) from 2015

Liabilities

Up

$12,249,628

Up $2,153,254 (+21%) from 2015

Revenue

Up

$39,703,598

Up $8,319,911 (+27%) from 2015

Expenses

Up

$28,071,839

Up $8,238,684 (+42%) from 2015

Net Income

Up

$11,631,759

Up $81,227 (+0.7%) from 2015

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2013: $6,649,237Liabilities 2013: $3,125,516Net Assets 2013: $3,523,7212013Assets 2014: $20,479,793Liabilities 2014: $7,768,874Net Assets 2014: $12,710,9192014Assets 2015: $34,309,773Liabilities 2015: $10,096,374Net Assets 2015: $24,213,3992015Assets 2016: $47,777,613Liabilities 2016: $12,249,628Net Assets 2016: $35,527,9852016Assets 2017: $56,616,198Liabilities 2017: $18,760,858Net Assets 2017: $37,855,3402017Assets 2018: $65,098,870Liabilities 2018: $18,348,431Net Assets 2018: $46,750,4392018Assets 2019: $64,488,402Liabilities 2019: $18,754,941Net Assets 2019: $45,733,4612019Assets 2020: $60,015,362Liabilities 2020: $19,609,166Net Assets 2020: $40,406,1962020Assets 2021: $57,762,652Liabilities 2021: $19,690,822Net Assets 2021: $38,071,8302021Assets 2022: $52,220,176Liabilities 2022: $19,570,549Net Assets 2022: $32,649,6272022Assets 2023: $53,688,041Liabilities 2023: $20,365,486Net Assets 2023: $33,322,5552023Assets 2024: $55,943,448Liabilities 2024: $18,148,287Net Assets 2024: $37,795,1612024

Highlighted filing

2016

Assets$47,777,613
Liabilities$12,249,628
Net Assets$35,527,985

Operations Trend

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

$60M$40M$20M$0-$20MExpenses 2013: $10,723,8432013Revenue 2014: $21,651,649Expenses 2014: $14,518,446Net Income 2014: $7,133,2032014Revenue 2015: $31,383,687Expenses 2015: $19,833,155Net Income 2015: $11,550,5322015Revenue 2016: $39,703,598Expenses 2016: $28,071,839Net Income 2016: $11,631,7592016Revenue 2017: $39,367,893Expenses 2017: $37,211,632Net Income 2017: $2,156,2612017Revenue 2018: $48,950,698Expenses 2018: $40,260,975Net Income 2018: $8,689,7232018Revenue 2019: $41,420,602Expenses 2019: $43,080,726Net Income 2019: -$1,660,1242019Revenue 2020: $45,878,483Expenses 2020: $51,474,777Net Income 2020: -$5,596,2942020Revenue 2021: $49,461,493Expenses 2021: $53,351,150Net Income 2021: -$3,889,6572021Revenue 2022: $50,254,770Expenses 2022: $55,135,888Net Income 2022: -$4,881,1182022Revenue 2023: $49,853,882Expenses 2023: $49,062,592Net Income 2023: $791,2902023Revenue 2024: $54,353,718Expenses 2024: $51,060,530Net Income 2024: $3,293,1882024

Highlighted filing

2016

Revenue$39,703,598
Expenses$28,071,839
Net Income$11,631,759
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Mar 22, 2017
Return Version
2015v3.0
Gross Receipts
$39,703,598
Mission and Program Overview

Mission

The primary purpose of samaritan ministries international (smi) is to carry out the biblical great commission of matthew 28:19-20, by assisting the body of christ in making disciples, through the encouraging and facilitating of authentic biblical community in obedience to the word of god. The focus is on developing and administering creative approaches, in accordance with the holy bible, enabling christians to minister to fellow believers who find themselves in physical and financial need. This includes encouraging prayer, emotional support, and direct and indirect gifts to those in financial need.

A Biblical, non-insurance approach to health care needs; publication of monthly newsletter

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$19,381,315$28,271,069▲ $8,889,754
Land, Buildings, and Equipment, Net$11,202,849$15,244,208▲ $4,041,359
Investments in Publicly Traded Securities$609,431$2,887,137▲ $2,277,706
Accounts Receivable$2,223,116$733,476▼ $1,489,640
Cash and Non-Interest-Bearing Accounts$753,793$371,195▼ $382,598
Prepaid Expenses and Deferred Charges$36,264$144,538▲ $108,274
Investments Other Securities$103,005$125,990▲ $22,985
Total Assets$34,309,773$47,777,613▲ $13,467,840
Liabilities
Deferred Revenue$8,012,691$9,026,006▲ $1,013,315
Accounts Payable and Accrued Expenses$2,083,683$3,223,622▲ $1,139,939
Total Liabilities$10,096,374$12,249,628▲ $2,153,254
Net Assets / Fund Balance
Unrestricted Net Assets$23,341,597$34,998,427▲ $11,656,830
Temporarily Rstr Net Assets$871,802$529,558▼ $342,244
Total Net Assets Fund Balance$24,213,399$35,527,985▲ $11,314,586
Total Liabilities and Net Assets / Fund Balance$34,309,773$47,777,613▲ $13,467,840

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,329,270$1,128,486$10,457,756
Equipment$2,621,306$1,660,562$4,281,868
Other Land Buildings$2,457,632$1,339,333$3,796,965
Land$836,000-$836,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ted PittengerPresident, Board ChairmanFT$166,169$81,931$248,100
James LansberryExecutive Vice PresidentFT$160,443$75,035$235,478
E Ray KingVice President of CommunicationsFT$124,645$59,683$184,328
Bryan EvansVP of Member ServicesFT$123,471$59,075$182,546
Rodney RothVice President IT ServicesFT$121,950$57,587$179,537
Douglas WinklerVice President/TreasurerFT$127,034$41,893$168,927
Anthony HoppVice President of External RelationsFT$98,590$56,067$154,657
Justin EasleyDirector of Human ResourcesFT$124,285$10,992$135,277
Jonathan Ben-EzraControllerFT$118,371$9,516$127,887

Board Members and Trustees

NameTitle
Richard DriggersDirector, Finance Chair
William KurthDirector, Vice Chairman
Chris KingDirector
Daniel CoughlinDirector
Joseph MusserDirector
Keith BradshawDirector
Kevin HolstDirector
Ron DrummondDirector
Daniel RykenDirector (part year)

Highest Paid Contractors

ContractorServicesLocationCompensation
KarisMedical provider/bill negotiations5113 Southwest Parkway Suite 175, Austin, TX 78735$2,198,047
Zobrist ConstructionConstruction95 Commerce Dr, Morton, IL 61550$1,921,232
Pearl TechnologiesSoftware development1200 East Glenn Avenue, Peoria Heights, IL 61616$1,211,571
8th LightSoftware development1232 American Way, Libertyville, IL 60048$960,887
Kerns Graphic Solutions TotalPrinting1107 West Austin Drive, Peoria, IL 61614$642,467
Revenue and Support

Revenue Composition

Contributions and Grants
$36,494,886
Program Service Revenue
$3,044,886
Investment Income
$151,224
Other Revenue
$12,602
All Other Contributions
$2,331,572
Change in Net Assets
$11,631,759
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$14,526,345
Salaries, Compensation, and Employee Benefits$10,955,387
Grants and Similar Amounts Paid$2,590,107
Total Fundraising Expense$55,010
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,797,621$2,378,393-$7,176,014
Fees for Services Other$1,319,873$1,100,291-$2,420,164
Depreciation Depletion$1,298,867$1,036,217-$2,335,084
Office Expenses$1,814,137$116,408$55,010$1,985,555
Grants to Domestic Individuals$1,933,687--$1,933,687
Advertising$335,551$1,017,884-$1,353,435
Current Officers, Directors, Trustees, and Key Employees$889,026$440,730-$1,329,756
Other Employee Benefits$741,988$367,836-$1,109,824
Information Technology$649,329$346,800-$996,129
Payroll Taxes$439,350$217,805-$657,155
Grants to Domestic Orgs$645,753--$645,753
Occupancy$284,877$277,968-$562,845
Comp Disqual Persons$313,814$155,572-$469,386
Fees for Services Legal$225,028$133,302-$358,330
Travel$130,357$163,838-$294,195
Pension Plan Contributions$142,572$70,680-$213,252
Fees for Services Lobbying$198,410--$198,410
Other Expenses$3,660$35,843-$39,503
Fees for Services Accounting-$39,000-$39,000
Foreign Grants$10,667--$10,667
Total Functional Expenses$19,836,014$8,180,815$55,010$28,071,839
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Morning CenterPeoria, IL501(c)(3)Program Support$58,717
Alliance Defending FreedomScottsdale, AZ501(c)(3)Program Support$45,000
Creation Ministries InternationalPowder Springs, GA501(c)(3)Program Support$20,000
Lifesong for Orphans IncGridley, IL501(c)(3)Program Support$20,000
Milk & Honey MinistriesBel Aire, KS501(c)(3)Program Support$20,000
Dream Center PeoriaPeoria, IL501(c)(3)Program Support$10,600
Generations with VisionElizabeth, CO501(c)(3)Program Support$10,000
South Side MissionPeoria, IL501(c)(3)Program Support$5,550

International Summary

Offices
0
Employees
0
Spending
$10,667

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Sub-Saharan AfricaProgram servicesMedical expenses00$4,503
Europe (Including Iceland & Greenland)Program servicesMedical expenses00$4,393
Central America and the CaribbeanProgram servicesMedical expenses00$1,771
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
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-VP of SMI is President of AllianceDues paidNo$187,910
Colton EvansSon of VP of Member ServicesEmployee compensationNo$60,846
Chandler RothSon of VP IT ServicesEmployee compensationNo$56,120
Alan KingSon of VP of CommunicationsEmployee compensationNo$43,851
Sam EvansSon of VP of Member ServicesEmployee compensationNo$41,561
Jacob EvansSon of VP of Member ServicesEmployee compensationNo$36,034
Moriah LansberryDaughter of Exec VPEmployee compensationNo$25,520
Ethan HoppSon of VP of External RelationsEmployee compensationNo$17,544
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
Yes
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

Memberships are by household: single, couple, family, and single parent family. Members cast weighted votes by household type. Each household pays the same annual dues.

Form 990, Part VI, Section A, line 7A

6 of the 9 current members of the governing board are elected by the members after nomination by members and a mail in vote with the plurality of the weighted votes cast required to win. The Founder and President and his two appointees (who must also be members) fill the other 3 seats.

Form 990, Part VI, Section A, line 7B

Increases in monthly healthcare shares must be approved by 60% of the membership by weighted vote.

Form 990, Part VI, Section B, line 11

An independent CPA firm prepares the Form 990. The draft 990 is reviewed in detail by management and general counsel. After any editing from that review, it is provided to the Board of Directors for questions and comments. It is then finalized and filed.

Form 990, Part VI, Section B, line 12C

Annually, the board, officers, and employees complete a conflict of interest disclosure to disclose real or apparent conflicts. The board reviews all signed disclosures at the annual board meeting. Should any potential conflicts of interest be disclosed, the Board member or officer would be asked to refrain from participation in any decision with regard to matters affected by the relationship.

Form 990, Part VI, Section B, line 15

The independent members of the board determines the compensation for the President and the Executive Vice President on an annual basis. All other officers' compensation is determined by the President and the Executive VP. The Board, the President, and Executive Vice President rely upon compensation comparability studies and performance reviews in its analysis. The process and decision is documented in the Board minutes, and by the H.R. department, respectively.

Form 990, Part VI, Section C, line 19

The organization's Articles of Incorporation, conflict of interest policy, and annual audited financial statements are available to the public upon request. The organization's bylaws are not made publicly available.

Filing and Contact Details

Filer

Filer Name
Samaritan Ministries International
EIN
37-1295601
Phone
8777642426
Address
6000 N Forest Park Drive, Peoria, IL 61614

Signing Officer

Name
Ted Pittenger
Title
President
Phone
8777642426
Signed
2017-03-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ted Pittenger
Formed
1991
Legal Domicile
Il
Voting Board Members
9
Independent Board Members
8
Employees
202
Volunteers
290

Preparer

Firm
Capin Crouse LLP
Address
972 Emerson Parkway STE A, Greenwood, IN 46143
Preparer
David C Moja
Phone
3178852620
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

The organization's Board assumes responsibility for oversight of the audit of its financial statements and selection of its independent accountant. This process has not changed since the prior year.

Financial Statement Notes

Part X, Line 2:

The financial statement effects of a tax position taken or expected to be taken are recognized in the financial statements when it is more likely than not, based on the technical merits, that the position will be sustained upon examination. Interest and penalties, if any, are included in expenses in the statements of activities. As of June 30, 2016, the Ministry had no uncertain tax positions that qualify for recognition or disclosure in the financial statements. The Ministry files U.S. and state information returns and is generally subject to examinations by tax authorities for three years after the returns are filed. There are currently no examinations in process.

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

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IRS990/Desc0Newsletter & Health Care Sharing:Samaritan Ministries International (SMI) is a religious community made up of member households dedicated to the Christian great commission and applying those principals in unique ways to meet the needs of our community, and by example, those of the greater community.Membership is available to any and all professing Christians who are in agreement with our statement of faith and commitment to Biblical living without reference to age, physical condition, or prior ailments. The median income of SMI's membership is significantly below that of the national median. A significant portion of our members are subsisting on very low incomes, and almost all member households have no health insurance.Total membership households as of June 30, 2016, was 62,063 households, including 204,149 people. SMI has members residing in all 50 states as well as several countries abroad. A significant portion of the members are employed as church ministers and church staff, in para-church ministries and other charitable organizations.SMI publishes and distributes a monthly "Christian Health Care Newsletter", containing articles on various topics applying a Christian world view to all of life, spiritual issues, health care, the religious ministries of the organization, and the religious ministries of our members. The Newsletter seeks to educate and encourage members and other readers to apply Christian teachings to all aspects of life, not just health care issues. Part of that Christian mindset is helping the readers to understand that a sharing ministry's emphasis is on how they can give to help others now rather than what they might receive if they have a need in the future.This Newsletter is sent to all SMI members, nonmembers who subscribe for a nominal fee ($12) and complimentary subscribers.The Prayer Guide:The physical and spiritual needs of members and non-members, upon request, are published together in a "Prayer Guide", which is used by our members and the SMI staff for the offering of prayers on the behalf of those in need. This Guide also includes testimonies of how God has been working in members' lives. Each month many different versions of the Prayer Guide are prepared, and each member household receives one of the versions. The Guide averages 2,482 prayer requests per month. It is mailed monthly to all the members.Prayer Team:A team of 279 volunteers from SMI's members and former members, including several SMI employees and two employees as coordinators, act as a "Rapid Response Prayer Team". The team averages one to two requests a day with an email normally being sent out once a week compiling the requests. Emergency prayer requests received from members are funneled by email to members of the team for immediate prayers to be lifted up. Health Care Sharing - Share Slip:All members of SMI participate in the health care sharing ministry. Participants pledge to send a minimum monthly amount (called a "share") based on household size directly to those households who have medical expense needs that come within SMI's guidelines of expenses that we will share as a community. Each month members receive with their newsletter a "share slip" reporting a family with a medical expense need to whom they should send their monthly share, and for whom they should be praying and sending notes of encouragement. This fiscal year our members shared approximately $184,943,951.60 in accord with the minimum monthly amount pledged to be sent directly to those member households in need due to medical expenses. This sharing assisted our members with 31,093 medical incidents (injuries or illnesses) during the year. Additionally $2,755,441.60 was shared for medical incidents that exceeded $250,000 in cost. Because these amounts are sent directly, member to member, the amounts are not reflected in SMI's revenue or expenses.Members in need receive additional assistance by a variety of means beyond the regular sharing:Member Extra Direc
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IRS990/Form990PartVIISectionAGrp/PersonNm16Justin Easley
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President, Board Chairman
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Director, Finance Chair
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IRS990/Form990PartVIISectionAGrp/TitleTxt11Vice President of Communications
IRS990/Form990PartVIISectionAGrp/TitleTxt12Executive Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt13Vice President IT Services
IRS990/Form990PartVIISectionAGrp/TitleTxt14Vice President/Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt15Vice President of External Relations
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director of Human Resources
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IRS990/MissionDesc0The primary purpose of Samaritan Ministries International (SMI) is to carry out the Biblical great commission of Matthew 28:19-20, by assisting the Body of Christ in making disciples, through the encouraging and facilitating of authentic Biblical community in obedience to the Word of God. The focus is on developing and administering creative approaches, in accordance with the Holy Bible, enabling Christians to minister to fellow believers who find themselves in physical and financial need in accordance with the Holy Bible. This includes encouraging prayer, emotional support, and direct and indirect gifts to those in financial need.
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IRS990/OtherExpensesGrp/Desc1Morning Center expense
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IRS990/ProgSrvcAccomActy2Grp/Desc0Morning Center Activities: The Morning Center's mission is to provide free maternity care to underserved women. This project is part of SMI's purpose of showing the love of Christ and spreading the gospel through providing a community of support to those in need. Research and Planning began in 2011. A separate corporation was set up in 2013, but it continues to receive most cash and in-kind support from SMI and its members. The first Morning Center became operational in August 2013 in Memphis, TN. During the fiscal year the following services were provided, activities undertaken and results shown:- Provided free, full-service maternity care for 125 patients and their babies, including delivery care- Served a total of 412 women with free prenatal consultations and ultrasounds - Provided 2,202 maternity care appointments and interactions with patients- Offered services at 4 clinic locations around Memphis- February, 2016 - Hired a part-time Ministry Director and Executive Assistant for Memphis MC. Conducted several phone calls and conference calls with a likeminded organization in Detroit, MI that may be open to partnering with the Morning Center to offer full-service maternity care in the Detroit region.- April, 2016 - Hired a part-time Nurse Practitioner and a Registered Nurse for Memphis MC. Sent three MC representatives to Atlanta, GA to explore potential expansion into the region (currently set for March, 2017).- June, 2016 - Hired full-time National DirectorThe national headquarters for the Morning Center is located within the SMI office and the prorated cost of the donated occupancy is estimated at $18,000 for the fiscal year. SMI donates the time of several employees for the work of Morning Center, detailed on Schedule R of the Morning Center 990, with the cost to SMI of the donated services estimated at $49,053.
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