Civic Intelligence

Samaritan Bethany Foundation

990 • Fiscal year 2023 • EIN 41-1463499

Oct 01, 2022 to Sep 30, 2023 • Filed on Aug 06, 2024

Organization ProfileWWW.SAMARITANBETHANY.COM
PO Box 5947Rochester, MN 55903-5947

(507) 289-5042

Siviq Scores

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

Liabilities / Assets

68th percentile

0.21x

Higher debt load relative to assets than 68% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

93rd percentile

2.40x

Higher debt load relative to revenue than 93% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

12th percentile

-28%

Higher net margin than 12% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

87th percentile

$173,281

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 124.2% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

17th percentile

-6.6%

Faster asset growth than 17% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

21st percentile

-15%

Faster revenue growth than 21% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$1,589,455

Down $113,082 (-6.6%) from 2022

Net Assets

Up

$1,254,193

Up $80,864 (+6.9%) from 2022

Liabilities

Down

$335,262

Down $193,946 (-37%) from 2022

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin12th percentile

Revenue

Down

$139,550

Down $23,774 (-15%) from 2022

Expenses

Up

$178,145

Up $3,621 (+2.1%) from 2022

Net Income

Down

-$38,595

Down $27,395 (-245%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,282,354Liabilities 2010: $46,889Net Assets 2010: $1,235,4652010Assets 2011: $1,122,846Liabilities 2011: $118,118Net Assets 2011: $1,004,7282011Assets 2012: $1,001,222Liabilities 2012: $82,857Net Assets 2012: $918,3652012Assets 2013: $1,109,647Liabilities 2013: $106,103Net Assets 2013: $1,003,5442013Assets 2014: $1,145,377Liabilities 2014: $101,099Net Assets 2014: $1,044,2782014Assets 2015: $1,071,106Liabilities 2015: $112,044Net Assets 2015: $959,0622015Assets 2016: $1,210,706Liabilities 2016: $157,272Net Assets 2016: $1,053,4342016Assets 2017: $1,188,443Liabilities 2017: $200,715Net Assets 2017: $987,7282017Assets 2018: $1,310,924Liabilities 2018: $316,300Net Assets 2018: $994,6242018Assets 2019: $1,339,008Liabilities 2019: $109,121Net Assets 2019: $1,229,8872019Assets 2020: $1,541,908Liabilities 2020: $265,159Net Assets 2020: $1,276,7492020Assets 2021: $1,826,466Liabilities 2021: $409,439Net Assets 2021: $1,417,0272021Assets 2022: $1,702,537Liabilities 2022: $529,208Net Assets 2022: $1,173,3292022Assets 2023: $1,589,455Liabilities 2023: $335,262Net Assets 2023: $1,254,1932023Assets 2024: $1,869,759Liabilities 2024: $335,626Net Assets 2024: $1,534,1332024

Highlighted filing

2023

Assets$1,589,455
Liabilities$335,262
Net Assets$1,254,193
Open 2023 Filing

Operations Trend

Revenue Growth21st percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $507,9432010Revenue 2011: $326,463Expenses 2011: $466,178Net Income 2011: -$139,7152011Expenses 2012: $333,0912012Revenue 2013: $137,461Expenses 2013: $86,654Net Income 2013: $50,8072013Revenue 2014: $193,843Expenses 2014: $148,048Net Income 2014: $45,7952014Revenue 2015: $235,585Expenses 2015: $150,364Net Income 2015: $85,2212015Revenue 2016: $213,621Expenses 2016: $145,426Net Income 2016: $68,1952016Revenue 2017: $147,875Expenses 2017: $292,946Net Income 2017: -$145,0712017Revenue 2018: $188,486Expenses 2018: $175,335Net Income 2018: $13,1512018Revenue 2019: $136,424Expenses 2019: $247,793Net Income 2019: -$111,3692019Revenue 2020: $207,571Expenses 2020: $174,689Net Income 2020: $32,8822020Revenue 2021: $392,962Expenses 2021: $286,768Net Income 2021: $106,1942021Revenue 2022: $163,324Expenses 2022: $174,524Net Income 2022: -$11,2002022Revenue 2023: $139,550Expenses 2023: $178,145Net Income 2023: -$38,5952023Revenue 2024: $259,925Expenses 2024: $109,343Net Income 2024: $150,5822024

Highlighted filing

2023

Revenue$139,550
Expenses$178,145
Net Income-$38,595
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Aug 6, 2024
Return Version
2022v5.0
Gross Receipts
$158,671
Mission and Program Overview

Mission

The foundation is operated for the benefit of and to assist in carrying out the charitable purposes of samaritan bethany inc.

Operated to benefit and assist in carrying out the charitable purposes of samaritan bethany inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,286,972$1,427,995▲ $141,023
Cash and Non-Interest-Bearing Accounts$415,565$161,460▼ $254,105
Total Assets$1,702,537$1,589,455▼ $113,082
Liabilities
Other Liabilities$529,208$335,262▼ $193,946
Total Liabilities$529,208$335,262▼ $193,946
Net Assets / Fund Balance
Net Assets With Donor Restrictions$920,159$919,776▼ $383
Net Assets Without Donor Restrictions$253,170$334,417▲ $81,247
Total Net Assets Fund Balance$1,173,329$1,254,193▲ $80,864
Total Liabilities and Net Assets / Fund Balance$1,702,537$1,589,455▼ $113,082

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$920,110$102,437--$930,051
2022$867,100$111,390--$920,110
2021$820,221$136,987--$867,100
2020$795,954$49,245--$820,221
2019$809,003$108,326--$795,954
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Kyla BergAdministrator/co-CEO-$120,409$120,409
Brandon MillerCFO-$115,307$115,307
Rachael MaxfieldHousing Mgr/co-CEO-$84,933$84,933
Dean StenehjemFoundation DirectorFT$36,474$36,474

Board Members and Trustees

NameTitle
Tim ValenPresident
Paul PetersonVice President
Greg SchliesmanDirector
Jane QuaintanceDirector
Ken RandallDirector
Maggie CookDirector
Scott MoonDirector
Susan KnutsonCEO
Ben TurnquistSec/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$128,896
Program Service Revenue
$0
Investment Income
$11,439
Other Revenue
$-785
All Other Contributions
$105,405
Change in Net Assets
$-38,595
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$96,115
Grants and Similar Amounts Paid$63,184
Other Expenses$18,846
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$73,605-$73,605
Grants to Domestic Orgs$63,184--$63,184
Other Employee Benefits-$22,510-$22,510
Fees for Services Other-$5,394-$5,394
Office Expenses-$653-$653
Advertising-$518-$518
Other Expenses-$152-$152
Occupancy-$122-$122
Total Functional Expenses$63,184$114,961$0$178,145
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Samaritan Bethany IncRochester, MN501(c)(3)The Foundation Is Operated for the Benefit Of/and to Assist in Carrying Out the Charitable Purposes of Samaritan Bethany Inc.$63,184
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$19,121
Fundraising Gross Income$18,336
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Classic$41,827$18,336$2,756$15,580
Total Events$41,827$18,336$19,121$-785
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Samaritan Bethany$335,262
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“The organization has no committees with the authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“The finance committee reviews the form 990 and then presents it to the board of directors prior to submission to the internal revenue service.”

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

“The ceo is aware of the directors, officers and key employees interests and continuously monitors them. Should something come up and a vote is required, that person is asked to state their position and is asked to abstain from voting and/or excused from the room for the vote. The proceedings would be documented in the board meeting minutes.”

Form 990, Part VI, Section B, Line 15

“The process used to set the administrator's, ceo's and cfo's annual salary is based on a combination of comparison to comparable organizations through use of our trade organizations annual compensation survey and attainment in the current year of predefined performance objectives set for the administrator, ceo, and cfo personally and the organization. Also, the state of minnesota has in most years determined an amount of pay increase, if any, that can be given to employees and we have also considered this amount in determining top management compensation. This process is normally done prior to the fiscal year start of october 1st each year. The process described here was last completed in 2023.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Samaritan Bethany Foundation
EIN
41-1463499
Phone
5072895042
Address
PO BOX 5947, ROCHESTER, MN 55903-5947

Signing Officer

Name
Kyla Berg
Title
Co-CEO/mission Leader
Phone
5072895042
Signed
2024-08-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kyla Berg
Formed
1982
Legal Domicile
Mn
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
100

Preparer

Firm
Cliftonlarsonallen Llp
Address
121 WEST BRIDGE STREET, OWATONNA, MN 55060
Preparer
Justin Hartert
Phone
5074467100
Supplemental Narrative

Additional Explanations

FORM 990, PART IX, LINE 7:

“Samaritan bethany foundation does not have any employees. The salary expenses on page 10 of the form 990 are amounts that are allocated to samaritan bethany foundation from samaritan bethany, inc. For samaritan bethany foundation's portion of the expenses.”

Financial Statement Notes

PART V, LINE 4:

“To provide support to the organization and programs of samaritan bethany inc.”

PART X, LINE 2:

“Both samaritan bethany, inc. And samaritan bethany foundation have been granted exempt status relative to federal and minnesota corporate income taxes under section 501(c)(3) of the internal revenue code and applicable state codes. Both organizations follow the income tax standard for uncertain tax positions. No liability has been recognized by either as a result of this standard. Both organizations file as tax-exempt organizations. Should that status be challenged in the future, all years since inception could be subject to review by the irs.”

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IRS990/MissionDesc0THE FOUNDATION IS OPERATED FOR THE BENEFIT OF AND TO ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF SAMARITAN BETHANY INC.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01173329
IRS990/NetAssetsOrFundBalancesEOYAmt01254193
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-785
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-785
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0119459
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0253170
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0334417
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0122
IRS990/OccupancyGrp/TotalAmt0122
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0653
IRS990/OfficeExpensesGrp/TotalAmt0653
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt022510
IRS990/OtherEmployeeBenefitsGrp/TotalAmt022510
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/Desc1LICENSES & PERMITS
IRS990/OtherExpensesGrp/Desc2TRAINING & EDUCATION
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010742
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11265
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2152
IRS990/OtherExpensesGrp/TotalAmt010742
IRS990/OtherExpensesGrp/TotalAmt11265
IRS990/OtherExpensesGrp/TotalAmt2152
IRS990/OtherLiabilitiesGrp/BOYAmt0529208
IRS990/OtherLiabilitiesGrp/EOYAmt0335262
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt073605
IRS990/OtherSalariesAndWagesGrp/TotalAmt073605
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KYLA BERG
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt096836
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt039947
IRS990/PYInvestmentIncomeAmt05391
IRS990/PYOtherExpensesAmt030063
IRS990/PYOtherRevenueAmt061097
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-11200
IRS990/PYSalariesCompEmpBnftPaidAmt0104514
IRS990/PYTotalExpensesAmt0174524
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0163324
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-38595
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0411373420
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt063184
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SAMARITAN BETHANY INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt063184
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.27904
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0920110
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0102437
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0930051
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt092496
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0867100
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0111390
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0920110
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt058380
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0820221
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0136987
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0867100
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt090108
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0795954
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt049245
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0820221
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt024978
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0809003
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0108326
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0795954
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0121375
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0335262
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO SAMARITAN BETHANY
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.72096
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE SUPPORT TO THE ORGANIZATION AND PROGRAMS OF SAMARITAN BETHANY INC.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1BOTH SAMARITAN BETHANY, INC. AND SAMARITAN BETHANY FOUNDATION HAVE BEEN GRANTED EXEMPT STATUS RELATIVE TO FEDERAL AND MINNESOTA CORPORATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE CODES. BOTH ORGANIZATIONS FOLLOW THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. NO LIABILITY HAS BEEN RECOGNIZED BY EITHER AS A RESULT OF THIS STANDARD. BOTH ORGANIZATIONS FILE AS TAX-EXEMPT ORGANIZATIONS. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION COULD BE SUBJECT TO REVIEW BY THE IRS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt0335262
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt023491
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt023491
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019121
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt010277
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt010277
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF CLASSIC
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt06088
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt06088
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt041827
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt041827
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018336
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt018336
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-785
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02756
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02756
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt063184
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0THE FOUNDATION IS OPERATED FOR THE BENEFIT OF/AND TO ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF SAMARITAN BETHANY INC.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SAMARITAN BETHANY INC
IRS990ScheduleI/RecipientTable/RecipientEIN0411373420
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 5947
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ROCHESTER
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd055903
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0FUNDS ARE RAISED BY THE FOUNDATION TO GRANT TO THE PARENT COMPANY, SAMARITAN BETHANY INC. FOR CERTAIN ITEMS AND PROJECTS. INVOICES FOR THE ITEMS ARE PRESENTED TO THE FOUNDATION, WHICH ARE PAID FOR ON BEHALF OF SAMARITAN BETHANY INC.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt02185
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0140558
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,589,455
Liabilities
$335,262
Net assets
$1,254,193
Revenue
$139,550
Expenses
$178,145
Net income
-$38,595
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.87$0.34$1.53$0.26$0.11$0.15
2023Detailed filing. Detailed filing data is available for this year.$1.59$0.34$1.25$0.14$0.18$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.70$0.53$1.17$0.16$0.17$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.83$0.41$1.42$0.39$0.29$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.54$0.27$1.28$0.21$0.17$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.34$0.11$1.23$0.14$0.25$0.11
2018Detailed filing. Detailed filing data is available for this year.$1.31$0.32$0.99$0.19$0.18$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.19$0.20$0.99$0.15$0.29$0.15
2016Detailed filing. Detailed filing data is available for this year.$1.21$0.16$1.05$0.21$0.15$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.07$0.11$0.96$0.24$0.15$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.15$0.10$1.04$0.19$0.15$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.11$1.00$0.14$0.09$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.08$0.92$0.33
2011Summary only. Only limited summary data is available for this year.$1.12$0.12$1.00$0.33$0.47$0.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.05$1.24$0.51