Civic Intelligence

Sams Wish Inc.

990EZ • Fiscal year 2019 • EIN 47-1543934

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 13, 2020

12169 Crestwood DriveCarmel, IN 46033

(317) 416-7592

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

46th percentile

1.8%

Higher net margin than 46% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

51st percentile

2.7%

Faster asset growth than 51% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

44th percentile

-2.7%

Faster revenue growth than 44% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$57,290

Up $1,492 (+2.7%) from 2018

Net Assets

Up

$57,290

Up $1,492 (+2.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$82,488

Down $2,290 (-2.7%) from 2018

Expenses

Up

$80,996

Up $20,257 (+33%) from 2018

Net Income

Down

$1,492

Down $22,547 (-94%) from 2018

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2017: $31,759Liabilities 2017: $0Net Assets 2017: $31,7592017Assets 2018: $55,798Liabilities 2018: $0Net Assets 2018: $55,7982018Assets 2019: $57,290Liabilities 2019: $0Net Assets 2019: $57,2902019Assets 2020: $49,987Liabilities 2020: $0Net Assets 2020: $49,9872020Assets 2021: $40,294Liabilities 2021: $0Net Assets 2021: $40,2942021Assets 2022: $21,943Liabilities 2022: $0Net Assets 2022: $21,9432022Assets 2023: $13,251Liabilities 2023: $0Net Assets 2023: $13,2512023Assets 2024: $38,871Liabilities 2024: $0Net Assets 2024: $38,8712024

Highlighted filing

2019

Assets$57,290
Liabilities$0
Net Assets$57,290

Operations Trend

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

$100K$50K$0-$50KRevenue 2017: $65,593Expenses 2017: $52,811Net Income 2017: $12,7822017Revenue 2018: $84,778Expenses 2018: $60,739Net Income 2018: $24,0392018Revenue 2019: $82,488Expenses 2019: $80,996Net Income 2019: $1,4922019Revenue 2020: $47,550Expenses 2020: $54,853Net Income 2020: -$7,3032020Revenue 2021: $45,967Expenses 2021: $55,660Net Income 2021: -$9,6932021Revenue 2022: $38,798Expenses 2022: $57,149Net Income 2022: -$18,3512022Revenue 2023: $47,531Expenses 2023: $56,223Net Income 2023: -$8,6922023Revenue 2024: $55,272Expenses 2024: $29,652Net Income 2024: $25,6202024

Highlighted filing

2019

Revenue$82,488
Expenses$80,996
Net Income$1,492
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 13, 2020
Return Version
2019v5.1
Gross Receipts
$82,488
Mission and Program Overview

Mission

To help people in their time of need and to help people with disabilities live happier, healthier lives.

Program Services

DescriptionGrantsExpenses
IN TIME OF NEED GIVING DONATES CLOTHING, SCHOOL SUPPLIES, HOLIDAY GIFTS, GAS CARDS, GROCERIES AND PERSONAL CARE PACKAGES TO CHILDREN, ADULTS AND FAMILIES IN NEED. APPROXIMATELY 800 INDIVIDUALS WERE SERVED IN 2019.$0$24,631
KINDNESS CAMP IS A PROGRAM ATTENDED BY CHILDREN IN WHICH THE ATTENDEES ASSIST FAMILIES IN NEED WITH ERRANDS, HOUSE WORK, ETC. APPROXIMATELY 1,600 INDIVIDUALS WERE SERVED IN 2019.$0$17,711
IN TIME OF NEED DISABILITY GIVING PROVIDES ADAPTED EQUIPMENT AND FINANCIAL SUPPORT TO INDIVIDUALS WITH DISABILITIES AND THEIR FAMILIES. APPROXIMATELY 190 INDIVIDUALS WERE SERVED IN 2019.$0$15,085
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEATHER STEPHENSONPresident-$0--
SAM MCNEWCo-President-$0--
SUZANNE MCMAHONSecretary-$0--
BECKY KANKELFRITZBoard Member-$0--
SUE MCNEWBoard Member-$0--
DEREK STEPHENSONBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
SAM'S WISH INC
EIN
47-1543934
Phone
3174167592
Address
12169 CRESTWOOD DRIVE, CARMEL, IN 46033

Signing Officer

Name
Heather Stephenson
Title
President
Phone
3174167592
Signed
2020-07-13
Discuss with paid preparer
Yes

Preparer

Firm
Ksm Business Services Inc
Address
PO BOX 40857, INDIANAPOLIS, IN 46240-0857
Preparer
Steven a Warner
Phone
3175802000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: computer expenses. Amount: 4,308. Description: supplies. Amount: 1,453. Description: meetings and training. Amount: 662. Description: public relations. Amount: 2,130. Description: storage. Amount: 1,284. Description: transportation. Amount: 615. Description: miscellaneous. Amount: 1,027. Description: fundraising expenses. Amount: 9,469. Description: program service expenses. Amount: 57,427. Total to form 990-ez, line 16: 78,375.

Raw XML Appendix171 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0HEATHER STEPHENSON
IRS990EZ/BooksInCareOfDetail/PhoneNum03174167592
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012169 CRESTWOOD DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARMEL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046033
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt055798
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt057290
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt082488
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt01492
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt055798
IRS990EZ/Form990TotalAssetsGrp/EOYAmt057290
IRS990EZ/GrossReceiptsAmt082488
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt055798
IRS990EZ/NetAssetsOrFundBalancesEOYAmt057290
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt055798
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt057290
IRS990EZ/OccupancyRentUtltsAndMaintAmt02400
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.75
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HEATHER STEPHENSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SAM MCNEW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUZANNE MCMAHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BECKY KANKELFRITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SUE MCNEW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DEREK STEPHENSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt078375
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO HELP PEOPLE IN THEIR TIME OF NEED AND TO HELP PEOPLE WITH DISABILITIES LIVE HAPPIER, HEALTHIER LIVES.
IRS990EZ/PrintingPublicationsPostageAmt0221
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0IN TIME OF NEED GIVING DONATES CLOTHING, SCHOOL SUPPLIES, HOLIDAY GIFTS, GAS CARDS, GROCERIES AND PERSONAL CARE PACKAGES TO CHILDREN, ADULTS AND FAMILIES IN NEED. APPROXIMATELY 800 INDIVIDUALS WERE SERVED IN 2019.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1IN TIME OF NEED DISABILITY GIVING PROVIDES ADAPTED EQUIPMENT AND FINANCIAL SUPPORT TO INDIVIDUALS WITH DISABILITIES AND THEIR FAMILIES. APPROXIMATELY 190 INDIVIDUALS WERE SERVED IN 2019.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2KINDNESS CAMP IS A PROGRAM ATTENDED BY CHILDREN IN WHICH THE ATTENDEES ASSIST FAMILIES IN NEED WITH ERRANDS, HOUSE WORK, ETC. APPROXIMATELY 1,600 INDIVIDUALS WERE SERVED IN 2019.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt024631
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt115085
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt217711
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt080996
IRS990EZ/TotalProgramServiceExpensesAmt057427
IRS990EZ/TotalRevenueAmt082488
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SAMSWISH.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt082488
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt084778
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt065593
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt051737
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt053311
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0337907
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.68550
IRS990ScheduleA/PublicSupportTotal170Amt0231641
IRS990ScheduleA/SubstantialContributorsTotAmt0106266
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt082488
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt084778
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt065593
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt051737
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt053311
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0337907
IRS990ScheduleA/TotalSupportAmt0337907
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: COMPUTER EXPENSES. AMOUNT: 4,308. DESCRIPTION: SUPPLIES. AMOUNT: 1,453. DESCRIPTION: MEETINGS AND TRAINING. AMOUNT: 662. DESCRIPTION: PUBLIC RELATIONS. AMOUNT: 2,130. DESCRIPTION: STORAGE. AMOUNT: 1,284. DESCRIPTION: TRANSPORTATION. AMOUNT: 615. DESCRIPTION: MISCELLANEOUS. AMOUNT: 1,027. DESCRIPTION: FUNDRAISING EXPENSES. AMOUNT: 9,469. DESCRIPTION: PROGRAM SERVICE EXPENSES. AMOUNT: 57,427. TOTAL TO FORM 990-EZ, LINE 16: 78,375.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER STEPHENSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03174167592
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAM'S WISH INC
ReturnHeader/Filer/BusinessNameControlTxt0SAMS
ReturnHeader/Filer/EIN0471543934
ReturnHeader/Filer/PhoneNum03174167592
ReturnHeader/Filer/USAddress/AddressLine1Txt012169 CRESTWOOD DRIVE
ReturnHeader/Filer/USAddress/CityNm0CARMEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046033
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00AA9C5F9424A6E263E74B96BABC7E99CD5F0C4B3
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.132.79.18
ReturnHeader/FilingSecurityInformation/IPDt02020-07-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:43:00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0352123203
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KSM BUSINESS SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 40857
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0462400857
ReturnHeader/PreparerPersonGrp/PhoneNum03175802000
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN A WARNER
ReturnHeader/ReturnTs02020-07-14T12:51:49-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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Filings