Civic Intelligence

Samtec Associates Foundation Inc

EIN 47-4708350 • New Albany, IN

520 Park East BlvdNew Albany, IN 47150
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

94th percentile

75%

Higher net margin than 94% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

78th percentile

19%

Faster asset growth than 78% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

40th percentile

-10%

Faster revenue growth than 40% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$136,596

Up $22,250 (+19%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$136,596

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin94th percentile

Revenue

Down

$29,561

Down $3,436 (-10%) from 2023

Expenses

Down

$7,311

Down $14,654 (-67%) from 2023

Net Income

Up

$22,250

Up $11,218 (+102%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth78th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2015: $22,789Liabilities 2015: $12015Assets 2016: $44,819Liabilities 2016: $0Net Assets 2016: $44,8192016Assets 2017: $49,926Liabilities 2017: $0Net Assets 2017: $49,9262017Assets 2018: $60,013Liabilities 2018: $0Net Assets 2018: $60,0132018Assets 2019: $68,191Liabilities 2019: $0Net Assets 2019: $68,1912019Assets 2020: $87,095Liabilities 2020: $0Net Assets 2020: $87,0952020Assets 2021: $86,675Liabilities 2021: $0Net Assets 2021: $86,6752021Assets 2022: $101,900Liabilities 2022: $0Net Assets 2022: $101,9002022Assets 2023: $114,346Liabilities 2023: $12023Assets 2024: $136,596Liabilities 2024: $0Net Assets 2024: $136,5962024

Highlighted filing

2024

Assets$136,596
Liabilities$0
Net Assets$136,596
Open 2024 Filing

Operations Trend

Revenue Growth40th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$30K$20K$10K$0-$10KRevenue 2015: $22,807Expenses 2015: $18Net Income 2015: $22,7892015Revenue 2016: $32,295Expenses 2016: $10,265Net Income 2016: $22,0302016Revenue 2017: $29,840Expenses 2017: $24,733Net Income 2017: $5,1072017Revenue 2018: $25,634Expenses 2018: $15,547Net Income 2018: $10,0872018Revenue 2019: $22,924Expenses 2019: $14,746Net Income 2019: $8,1782019Revenue 2020: $25,945Expenses 2020: $7,041Net Income 2020: $18,9042020Revenue 2021: $13,144Expenses 2021: $13,564Net Income 2021: -$4202021Revenue 2022: $25,382Expenses 2022: $10,761Net Income 2022: $14,6212022Revenue 2023: $32,997Expenses 2023: $21,965Net Income 2023: $11,0322023Revenue 2024: $29,561Expenses 2024: $7,311Net Income 2024: $22,2502024

Highlighted filing

2024

Revenue$29,561
Expenses$7,311
Net Income$22,250
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$136,596
Liabilities
$0
Net assets
$136,596
Revenue
$29,561
Expenses
$7,311
Net income
$22,250
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.30$0.07$0.22
2023Summary only. Only limited summary data is available for this year.$1.14$0.00$0.33$0.22$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$0.25$0.11$0.15
2021Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.13$0.14$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.26$0.07$0.19
2019Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.23$0.15$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$0.00$0.60$0.26$0.16$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.00$0.50$0.30$0.25$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.00$0.45$0.32$0.10$0.22
2015Summary only. Only limited summary data is available for this year.$0.23$0.00$0.23$0.00$0.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BETH JOHNSONPresident-$0--
ALLEN PLATTSecretary-$0--
SARAH TEEGARDENTreasurer-$0--
PAM GRIEBDirector-$0--
WHITNEY ROBERTSONDirector-$0--
SETH FARRISDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-GENERAL INFORMATION ON GRANTS AND ASSISTANCE:THE FOUNDATION MAINTAINS RECORDS TO SUBSTANTIATE THE AMOUNT OF THE GRANTS OR ASSISTANCE, THE GRANTEES' ELIGIBLE FOR THE GRANTS OR ASSISTANCE, AND THE SELECTION CRITERIA USED TO AWARD GRANTS OR ASSISTANCE.TYPE OF GRANT OR ASSISTANCE:GRANTS TO INDIVIDUALS - TOTAL OF 6 IN 2024DESCRIPTION OF PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS:THE BOARD REVIEWS ALL APPLICATIONS THAT ARE SUBMITTED BY ASSOCIATES AND THE BOARD MEETS AS NEEDED TO EITHER DENY OR APPROVE EACH INDIVIDUAL'S ASSISTANCE REQUEST BASED GUIDELINES APPROVED BY THE BOARD.INDIVIDUALSNEW ALBANY, IN, US$7,250
Filing and Contact Details

Filer

Filer Name
Samtec Associates Foundation Inc
EIN
47-4708350
Phone
8129446733
Address
520 PARK EAST BLVD, NEW ALBANY, IN 47150

Signing Officer

Name
Sarah Teegarden
Title
Treasurer
Phone
8129446733
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
MONROE SHINE & CO INC CPA'S
Address
PO BOX 1407, NEW ALBANY, IN 47151-1407
Preparer
Phillip D Beaman CPA
Phone
8129452311
Raw XML Appendix315 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.

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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0520 PARK EAST BLVD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW ALBANY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd047150
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum08129446733
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0TO PROVIDE FINANCIAL ASSISTANCE TO FELLOW ASSOCIATES AND THEIR FAMILIES OF SAMTEC INC IN TIMES OF URGENT NEED WHEN THEY EXPERIENCE SIGNIFICANT FINANCIAL OR PERSONAL DIFFICULTIES DUE TO A NATURAL DISASTER, CATASTROPHIC MEDICAL EXPENSES, DEATH OF A FAMILY MEMBER, ETC.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt07250
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt07250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL INFORMATION ON GRANTS AND ASSISTANCE:THE FOUNDATION MAINTAINS RECORDS TO SUBSTANTIATE THE AMOUNT OF THE GRANTS OR ASSISTANCE, THE GRANTEES' ELIGIBLE FOR THE GRANTS OR ASSISTANCE, AND THE SELECTION CRITERIA USED TO AWARD GRANTS OR ASSISTANCE.TYPE OF GRANT OR ASSISTANCE:GRANTS TO INDIVIDUALS - TOTAL OF 6 IN 2024DESCRIPTION OF PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS:THE BOARD REVIEWS ALL APPLICATIONS THAT ARE SUBMITTED BY ASSOCIATES AND THE BOARD MEETS AS NEEDED TO EITHER DENY OR APPROVE EACH INDIVIDUAL'S ASSISTANCE REQUEST BASED GUIDELINES APPROVED BY THE BOARD.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0INDIVIDUALS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0INDIVIDUAL ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0520 PARK EAST BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW ALBANY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd047150
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07250
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06109
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06109
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt016290
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05887
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09030
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03198
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt011522
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt011522
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt035546
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01141
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt016290
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05887
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09030
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03198
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07250
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01141
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt047068
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt045927
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt149
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt06
TaxesSchedule/TaxesDetail/CategoryTxt0TAX DUE - 2023 990-PF
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH TEEGARDEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08129446733
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAMTEC ASSOCIATES FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SAMT
ReturnHeader/Filer/EIN0474708350
ReturnHeader/Filer/PhoneNum08129446733
ReturnHeader/Filer/USAddress/AddressLine1Txt0520 PARK EAST BLVD
ReturnHeader/Filer/USAddress/CityNm0NEW ALBANY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047150
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351515068
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MONROE SHINE & CO INC CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1407
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW ALBANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0471511407
ReturnHeader/PreparerPersonGrp/PhoneNum08129452311
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHILLIP D BEAMAN CPA
ReturnHeader/ReturnTs02025-05-15T12:29:01-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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