Civic Intelligence

Samtec Associates Foundation Inc.

990PF • Fiscal year 2023 • EIN 47-4708350

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 18, 2024

Organization Profile
520 Park East BlvdNew Albany, IN 47150

(812) 944-6733

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

83rd percentile

33%

Higher net margin than 83% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

70th percentile

12%

Faster asset growth than 70% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

73rd percentile

30%

Faster revenue growth than 73% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Flat

$114,346

Flat from 2023

Net Assets

$114,346

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin83rd percentile

Revenue

Flat

$32,997

Flat from 2023

Expenses

Flat

$21,965

Flat from 2023

Net Income

Flat

$11,032

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$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: $0Net Assets 2023: $114,3462023Assets 2023: $114,346Liabilities 2023: $12023Assets 2024: $136,596Liabilities 2024: $0Net Assets 2024: $136,5962024

Highlighted filing

2023

Assets$114,346
Liabilities$0
Net Assets$114,346
Open 2023 Filing

Operations Trend

Revenue Growth73rd percentile

Revenue, expenses, and net income across loaded years, with this 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 2023: $32,997Expenses 2023: $21,965Net Income 2023: $11,0322023Revenue 2024: $29,561Expenses 2024: $7,311Net Income 2024: $22,2502024

Highlighted filing

2023

Revenue$32,997
Expenses$21,965
Net Income$11,032
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 18, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BETH JOHNSONPresident-$0--
ALLEN PLATTSecretary-$0--
SARAH TEEGARDENTreasurer-$0--
PAM GRIEBDirector-$0--
MADISON HAMMANDirector-$0--
WHITNEY ROBERTSONDirector-$0--
SETH FARRISDirector-$0--
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
2024-09-18
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 Appendix329 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/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/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt018239
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1563
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23000
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 10 IN 2023DESCRIPTION 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/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0INDIVIDUALS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1GOVERNMENT AGENCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2OTHER PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0INDIVIDUAL ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1LOUISVILLE METRO POLICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2AIM AT MELANOMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0520 PARK EAST BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12911 TAYLOR BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt25729 LEBANON RD SUITE 144-305
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW ALBANY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LOUISVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2FRISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd047150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd140208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd275034
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt021802
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/AppliedToCurrentYearAmt05512
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05512
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05887
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt09030
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03198
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt011522
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt012758
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt012758
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt045927
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt016290
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05887
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt09030
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03198
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt011522
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021802
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt016290
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt058685
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt042395
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0163
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0163
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01414
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0INCREASE IN UNREALIZED GAIN ON INVESTMENTS
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH TEEGARDEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08129446733
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-18
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/ReturnTs02024-10-07T15:11:28-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$114,346
Liabilities
$0
Net assets
$114,346
Revenue
$32,997
Expenses
$21,965
Net income
$11,032
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
2023Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.33$0.22$0.11
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