Civic Intelligence

Samaritan House Foundation

EIN 81-0799867 • 501(c)3 • Virginia Beach, VA

Profile

The foundation exists exclusively to benefit and to carry out the purposes of samaritan house inc.

2620 Southern BlvdVirginia Beach, VA 23452

samaritanhouseva.org

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

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

Liabilities / Revenue

19th percentile

0.00x

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

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

Net Margin

69th percentile

16%

Higher net margin than 69% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

59th percentile

7.4%

Faster asset growth than 59% of similar nonprofits.

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

Revenue Growth

17th percentile

-15%

Faster revenue growth than 17% of similar nonprofits.

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

Assets

Up

$4,180,625

Up $294,172 (+7.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$4,180,625

Up $294,172 (+7.6%) from 2023

Revenue

Down

$148,338

Down $95,806 (-39%) from 2023

Expenses

Down

$189,032

Down $15,309 (-7.5%) from 2023

Net Income

Down

-$40,694

Down $80,497 (-202%) from 2023

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2016: $1,355,882Liabilities 2016: $0Net Assets 2016: $1,355,8822016Assets 2017: $3,754,359Liabilities 2017: $2,105Net Assets 2017: $3,752,2542017Assets 2018: $3,713,829Liabilities 2018: $11,666Net Assets 2018: $3,702,1632018Assets 2019: $3,619,579Liabilities 2019: $7,916Net Assets 2019: $3,611,6632019Assets 2020: $3,440,223Liabilities 2020: $0Net Assets 2020: $3,440,2232020Assets 2021: $4,151,195Liabilities 2021: $0Net Assets 2021: $4,151,1952021Assets 2022: $3,618,982Liabilities 2022: $0Net Assets 2022: $3,618,9822022Assets 2023: $3,886,453Liabilities 2023: $0Net Assets 2023: $3,886,4532023Assets 2024: $4,180,625Liabilities 2024: $0Net Assets 2024: $4,180,6252024

Highlighted filing

2024

Assets$4,180,625
Liabilities$0
Net Assets$4,180,625

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2016: $1,355,882Expenses 2016: $0Net Income 2016: $1,355,8822016Revenue 2017: $2,473,865Expenses 2017: $172,227Net Income 2017: $2,301,6382017Revenue 2018: $193,315Expenses 2018: $307,823Net Income 2018: -$114,5082018Revenue 2019: $127,863Expenses 2019: $293,052Net Income 2019: -$165,1892019Revenue 2020: $107,351Expenses 2020: $252,709Net Income 2020: -$145,3582020Revenue 2021: $206,121Expenses 2021: $201,827Net Income 2021: $4,2942021Revenue 2022: $288,187Expenses 2022: $205,664Net Income 2022: $82,5232022Revenue 2023: $244,144Expenses 2023: $204,341Net Income 2023: $39,8032023Revenue 2024: $148,338Expenses 2024: $189,032Net Income 2024: -$40,6942024

Highlighted filing

2024

Revenue$148,338
Expenses$189,032
Net Income-$40,694

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Mar 25, 2025
Return Version
2023v6.0
Gross Receipts
$277,772
Mission and Program Overview

Mission

The foundation exists exclusively to benefit and to carry out the purposes of samaritan house inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$3,878,661$4,165,646▲ $286,985
Cash and Non-Interest-Bearing Accounts$7,792$14,979▲ $7,187
Total Assets$3,886,453$4,180,625▲ $294,172
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,171,145$2,348,436▲ $177,291
Net Assets With Donor Restrictions$1,715,308$1,832,189▲ $116,881
Total Net Assets Fund Balance$3,886,453$4,180,625▲ $294,172
Total Liabilities and Net Assets / Fund Balance$3,886,453$4,180,625▲ $294,172

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$2,205,115--
Closely Held Equity Interests$128,342--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$1,715,308-▲ $202,446$85,565$1,832,189
2022$1,610,298-▲ $187,010$82,000$1,715,308
2021$1,847,945-▼ $157,647$80,000$1,610,298
2020$1,547,656-▲ $376,440$76,151$1,847,945
2019$1,577,081-▲ $46,366$75,791$1,547,656
Compensation and Service Providers

Employees

NameTitleOtherTotal
Robin GauthierExecutive Director$98,865$98,865

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$7,187
Program Service Revenue
$0
Investment Income
$141,151
Other Revenue
$0
All Other Contributions
$7,187
Change in Net Assets
$-40,694
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$180,000
Other Expenses$9,032
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$180,000--$180,000
Fees for Service Investment Mgmnt Fees$9,032--$9,032
Total Functional Expenses$189,032$0$0$189,032
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Samaritan House IncVirginia Beach, VA501(c)(3)TO SUPPORT SAMARITAN HOUSE, INC.'S PROGRAMS.$180,000
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
No
Subject to proxy tax
No
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 B, Line 11B

A draft of form 990 is given to all board members for review before being approved by the director of finance for filing.

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

Board members submit annual reports of any known conflict of interest and, if not previously disclosed, will make disclosure before any relevant board or commitiee action. These reports will be reviewed by the executive commitiee, which will atempt to resolve any actual or potential conflicts and, in the absence of resolution, refer the matter to the board of directors. Employees of the organization must disclose any potential or actual conflict of interest to the executive director. The conflict will be evaluated by the executive director and/or board of directors. In most cases, the employee engaged in a potential or real conflict of interest will be directed to cease the relationship or activity causing the conflict in order to remain employed with samaritan house.

Form 990, Part VI, Section B, Line 15

The board of directors has final authority to authorize the annual budget for salaries and wages. Compensation for every position is determined by several factors, including the essential duties and responsibilities of the job, required individual credentials, work history, performance, and salary survey data on pay practices of similarly situated employers within the region.

Form 990, Part VI, Section C, Line 19

Documents made available upon request.

Filing and Contact Details

Filer

Filer Name
Samaritan House Foundation
EIN
81-0799867
Phone
7576310710
Address
2620 SOUTHERN BLVD, VIRGINIA BEACH, VA 23452

Signing Officer

Name
Robin Gauthier
Title
President
Phone
7576310710
Signed
2025-03-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robin Gauthier
Formed
2015
Legal Domicile
Va
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
13

Preparer

Firm
Wall Einhorn & Chernitzer Pc
Address
150 W MAIN ST SUITE 1200, NORFOLK, VA 23510
Preparer
Angela R Kerns
Phone
7576254700
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The finance/audit committee periodically provides/publishes a request for proposals for annual audit and makes it available to all cpas in the region. When proposals are received they are ranked based on experience, references, and cost. The top three firms are invited to present their proposals to the committee and a final selection is made. Generally this process takes place every 5 years.

Financial Statement Notes

PART X, LINE 2:

Samaritan house foundation is exempt from federal income taxes under section 501(c)(3) of the internal revenue code, except on net income derived from unrelated business activities. Internal revenue code section 513(a) defines an unrelated trade or business of an exempt organization as any trade or business which is not substantially related to the exercise or performance of its exempt purpose. Currently the foundation has no obligation for any unrelated business income tax. The foundation believes it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements; however, any penalties and interest incurred as a result of uncertain tax positions would be recorded in miscellaneous management and general expenses.

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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SAMARITAN HOUSE INC
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SAMARITAN HOUSE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. INTERNAL REVENUE CODE SECTION 513(A) DEFINES AN UNRELATED TRADE OR BUSINESS OF AN EXEMPT ORGANIZATION AS ANY TRADE OR BUSINESS WHICH IS NOT SUBSTANTIALLY RELATED TO THE EXERCISE OR PERFORMANCE OF ITS EXEMPT PURPOSE. CURRENTLY THE FOUNDATION HAS NO OBLIGATION FOR ANY UNRELATED BUSINESS INCOME TAX. THE FOUNDATION BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS; HOWEVER, ANY PENALTIES AND INTEREST INCURRED AS A RESULT OF UNCERTAIN TAX POSITIONS WOULD BE RECORDED IN MISCELLANEOUS MANAGEMENT AND GENERAL EXPENSES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.27079
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IRS990ScheduleD/TotalBookValueSecuritiesAmt04165646
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0180000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT SAMARITAN HOUSE, INC.'S PROGRAMS.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SAMARITAN HOUSE INC
IRS990ScheduleI/RecipientTable/RecipientEIN0541291021
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02620 SOUTHERN BLVD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0VIRGINIA BEACH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0VA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd023452
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION FOLLOWS THE PER RECIPIENT AMOUNT LIMITS AND RECIPIENT CRITERIA REQUIREMENTS AND COLLECTS REQUIRED DOCUMENTATION PRESCRIBED BY THE FUNDERS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 1
IRS990ScheduleI/Total501c3OrgCnt01
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT OF FORM 990 IS GIVEN TO ALL BOARD MEMBERS FOR REVIEW BEFORE BEING APPROVED BY THE DIRECTOR OF FINANCE FOR FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS SUBMIT ANNUAL REPORTS OF ANY KNOWN CONFLICT OF INTEREST AND, IF NOT PREVIOUSLY DISCLOSED, WILL MAKE DISCLOSURE BEFORE ANY RELEVANT BOARD OR COMMITIEE ACTION. THESE REPORTS WILL BE REVIEWED BY THE EXECUTIVE COMMITIEE, WHICH WILL ATEMPT TO RESOLVE ANY ACTUAL OR POTENTIAL CONFLICTS AND, IN THE ABSENCE OF RESOLUTION, REFER THE MATTER TO THE BOARD OF DIRECTORS. EMPLOYEES OF THE ORGANIZATION MUST DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICT OF INTEREST TO THE EXECUTIVE DIRECTOR. THE CONFLICT WILL BE EVALUATED BY THE EXECUTIVE DIRECTOR AND/OR BOARD OF DIRECTORS. IN MOST CASES, THE EMPLOYEE ENGAGED IN A POTENTIAL OR REAL CONFLICT OF INTEREST WILL BE DIRECTED TO CEASE THE RELATIONSHIP OR ACTIVITY CAUSING THE CONFLICT IN ORDER TO REMAIN EMPLOYED WITH SAMARITAN HOUSE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS HAS FINAL AUTHORITY TO AUTHORIZE THE ANNUAL BUDGET FOR SALARIES AND WAGES. COMPENSATION FOR EVERY POSITION IS DETERMINED BY SEVERAL FACTORS, INCLUDING THE ESSENTIAL DUTIES AND RESPONSIBILITIES OF THE JOB, REQUIRED INDIVIDUAL CREDENTIALS, WORK HISTORY, PERFORMANCE, AND SALARY SURVEY DATA ON PAY PRACTICES OF SIMILARLY SITUATED EMPLOYERS WITHIN THE REGION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FINANCE/AUDIT COMMITTEE PERIODICALLY PROVIDES/PUBLISHES A REQUEST FOR PROPOSALS FOR ANNUAL AUDIT AND MAKES IT AVAILABLE TO ALL CPAS IN THE REGION. WHEN PROPOSALS ARE RECEIVED THEY ARE RANKED BASED ON EXPERIENCE, REFERENCES, AND COST. THE TOP THREE FIRMS ARE INVITED TO PRESENT THEIR PROPOSALS TO THE COMMITTEE AND A FINAL SELECTION IS MADE. GENERALLY THIS PROCESS TAKES PLACE EVERY 5 YEARS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0SAMARITAN HOUSE FOUNDATION INC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0SHF-SEASIDE HARBOR LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0810799867
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IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0VA
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0TO HOLD GP AND DEVELOPER INTEREST IN SEASIDE HARBOR APARTMENTS.
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE ASSISTANCE FOR INDIVIDUALS AFFECTED BY DOMESTIC ABUSE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
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IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00

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