Civic Intelligence

Samaritan Institute Foundation

EIN 84-1611496 • 501(c)3 • Denver, CO

Profile

To support the ministry of the Samaritan Institute, Inc. and its incorporated Centers.

2696 S Colorado Blvd No 380Denver, CO 80222
Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

8th percentile

-44%

Higher net margin than 8% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

15th percentile

-19%

Faster asset growth than 15% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

198%

Faster revenue growth than 95% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$638,287

Down $145,621 (-19%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

Down

$638,287

Down $145,621 (-19%) from 2016

Operations
Liabilities / Revenue35th percentileNet Margin8th percentile

Revenue

Up

$171,866

Up $114,226 (+198%) from 2016

Expenses

Up

$248,281

Up $198,607 (+400%) from 2016

Net Income

Down

-$76,415

Down $84,381 (-1059%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth15th percentile

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

$800K$600K$400K$200K$0Assets 2011: $586,648Liabilities 2011: $0Net Assets 2011: $586,6482011Assets 2012: $644,764Liabilities 2012: $0Net Assets 2012: $644,7642012Assets 2013: $740,034Liabilities 2013: $0Net Assets 2013: $740,0342013Assets 2014: $759,052Liabilities 2014: $0Net Assets 2014: $759,0522014Assets 2015: $750,601Liabilities 2015: $0Net Assets 2015: $750,6012015Assets 2016: $783,908Liabilities 2016: $0Net Assets 2016: $783,9082016Assets 2017: $638,287Liabilities 2017: $0Net Assets 2017: $638,2872017

Highlighted filing

2017

Assets$638,287
Liabilities$0
Net Assets$638,287
Open 2017 Filing

Operations Trend

Revenue Growth95th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $12,522Expenses 2011: $26,657Net Income 2011: -$14,1352011Revenue 2012: $39,521Expenses 2012: $28,968Net Income 2012: $10,5532012Revenue 2013: $54,303Expenses 2013: $38,120Net Income 2013: $16,1832013Revenue 2014: $50,447Expenses 2014: $46,334Net Income 2014: $4,1132014Revenue 2015: $74,880Expenses 2015: $49,440Net Income 2015: $25,4402015Revenue 2016: $57,640Expenses 2016: $49,674Net Income 2016: $7,9662016Revenue 2017: $171,866Expenses 2017: $248,281Net Income 2017: -$76,4152017

Highlighted filing

2017

Revenue$171,866
Expenses$248,281
Net Income-$76,415
Open 2017 Filing

Filings

Most recent year

2017 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$638,287
Liabilities
$0
Net assets
$638,287
Revenue
$171,866
Expenses
$248,281
Net income
-$76,415
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Summary only. Only limited summary data is available for this year.$6.38$0.00$6.38$1.72$2.48$0.76
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.84$0.00$7.84$0.58$0.50$0.08
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.51$0.00$7.51$0.75$0.49$0.25
2014Detailed filing. Detailed filing data is available for this year.$7.59$0.00$7.59$0.50$0.46$0.04
2013Detailed filing. Detailed filing data is available for this year.$7.40$0.00$7.40$0.54$0.38$0.16
2012Summary only. Only limited summary data is available for this year.$6.45$0.00$6.45$0.40$0.29$0.11
2011Summary only. Only limited summary data is available for this year.$5.87$0.00$5.87$0.13$0.27$0.14
Latest Detailed Filing

The latest 2017 filing currently has summary financial data only. Showing the latest detailed filing from 2014 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 13, 2015
Return Version
2014v5.0
Gross Receipts
$83,271
Mission and Program Overview

Mission

To support the ministry of the Samaritan Institute, Inc. and its incorporated Centers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$721,975$739,117▲ $17,142
Cash and Non-Interest-Bearing Accounts$18,059$19,935▲ $1,876
Total Assets$740,034$759,052▲ $19,018
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$740,034$759,052▲ $19,018
Total Net Assets Fund Balance$740,034$759,052▲ $19,018
Total Liabilities and Net Assets / Fund Balance$740,034$759,052▲ $19,018
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
John Houlihan IVPresident
James M HankinsVice President
Jean JonesMember
John HoranMember
Lee EverdingMember
Margaret FomerSecretary
Jennifer PaquetteTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$9,657
Program Service Revenue
$0
Investment Income
$40,790
Other Revenue
$0
All Other Contributions
$9,657
Change in Net Assets
$4,113
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$30,853
Other Expenses$15,481
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$30,853--$30,853
Fees for Service Investment Mgmnt Fees-$7,701-$7,701
Fees for Services Accounting-$5,000-$5,000
Fees for Services Legal-$2,130-$2,130
Other Expenses-$650-$650
Total Functional Expenses$30,853$15,481$0$46,334
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Samaritan Institute IncDenver, CO501(c)3Grants to support Samaritan Institute in furtherance of its tax-exempt purpose.$30,853
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
Backup withholding compliance
Yes
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
No
Other officer compensation reviewed
No
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 11

“The Form 990 is provided to the board of directors for review before it is submitted to the IRS.”

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

“A copy of the conflict of interest policy is provided to all board members. Members are required to disclose annually in writing any potential conflicts of interest. If a conflict were to arise that board member must abstain from voting on the matter.”

Form 990, Part VI, Section B, line 15

“The Foundation does not pay compensation to officers or directors. Therefore, the questions regarding methods used to determine compensation of officers and directors have been answered "No".”

Form 990, Part VI, Section C, line 19

“The organizational and tax documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Samaritan Institute Foundation
EIN
84-1611496
Phone
3036910144
Address
2696 S Colorado Blvd No 380, Denver, CO 80222

Signing Officer

Name
Jim Hankins
Title
President
Phone
3036910144
Signed
2015-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Hankins
Formed
2002
Legal Domicile
Co
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Kundinger Corder & Engle PC
Address
475 Lincoln Street Suite 200, Denver, CO 80203
Preparer
Lori Anne Reinwald CPA
Phone
3035345953
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C:

“The finance committee of the Samaritan Institute is responsible for selecting and approving the independent auditor.”

Financial Statement Notes

Part X, Line 2:

“Management is required to evaluate tax positions taken by the Institute and to recognize a tax liability if the Institute has taken an uncertain position that probably would not be sustained upon examination by taxing authorities. The Institute believes that it has appropriate support for any tax positions taken and that none would require recognition of a liability or disclosure in the financial statements. The Institute is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Management believes the Institute is no longer subject to income tax examinations for years prior to December 31, 2011.”

Raw XML Appendix393 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0To support the ministry of the Samaritan Institute, Inc. and its incorporated Centers.
IRS990/AllOtherContributionsAmt09657
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Kristen Nelson
IRS990/BooksInCareOfDetail/PhoneNum03036910144
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02696 S Colorado Blvd No 380
IRS990/BooksInCareOfDetail/USAddress/CityNm0Denver
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990/BooksInCareOfDetail/USAddress/ZIPCd080222
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt018059
IRS990/CashNonInterestBearingGrp/EOYAmt019935
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt09657
IRS990/CYGrantsAndSimilarPaidAmt030853
IRS990/CYInvestmentIncomeAmt040790
IRS990/CYOtherExpensesAmt015481
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt04113
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt046334
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt050447
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0The Foundation provides financial support to the Samaritan Institute, Inc., whose mission is to help affiliated Centers provide team oriented, cost efficient counseling, education and consultation to emphasize the interrelatedness of body, mind, spirit, and community.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt030853
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt05000
IRS990/FeesForServicesAccountingGrp/TotalAmt05000
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt02130
IRS990/FeesForServicesLegalGrp/TotalAmt02130
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt07701
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt07701
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0John Houlihan IV
IRS990/Form990PartVIISectionAGrp/PersonNm1James M Hankins
IRS990/Form990PartVIISectionAGrp/PersonNm2Margaret Fomer
IRS990/Form990PartVIISectionAGrp/PersonNm3Jennifer Paquette
IRS990/Form990PartVIISectionAGrp/PersonNm4Lee Everding
IRS990/Form990PartVIISectionAGrp/PersonNm5John Horan
IRS990/Form990PartVIISectionAGrp/PersonNm6Jean Jones
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Member
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt029155
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt030853
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt030853
IRS990/GrantsToDomesticOrgsGrp/TotalAmt030853
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt061979
IRS990/GrossReceiptsAmt083271
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt011635
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt011635
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0721975
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0739117
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CO
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt032824
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To support the ministry of the Samaritan Institute, Inc. and its incorporated Centers.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0740034
IRS990/NetAssetsOrFundBalancesEOYAmt0759052
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt029155
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt029155
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt014905
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Miscellaneous
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0650
IRS990/OtherExpensesGrp/TotalAmt0650
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Jim Hankins
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt025830
IRS990/PYInvestmentIncomeAmt054303
IRS990/PYOtherExpensesAmt012290
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt016183
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt038120
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt054303
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt04113
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0310951606
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc09
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt030853
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Samaritan Institute Inc
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt030853
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/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Management is required to evaluate tax positions taken by the Institute and to recognize a tax liability if the Institute has taken an uncertain position that probably would not be sustained upon examination by taxing authorities. The Institute believes that it has appropriate support for any tax positions taken and that none would require recognition of a liability or disclosure in the financial statements. The Institute is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Management believes the Institute is no longer subject to income tax examinations for years prior to December 31, 2011.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt030853
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)3
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0N/A
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Grants to support Samaritan Institute in furtherance of its tax-exempt purpose.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Samaritan Institute Inc
IRS990ScheduleI/RecipientTable/RecipientEIN0310951606
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02696 S Colorado Blvd Suite 380
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Denver
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CO
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd080222
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0N/A
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0All grants made by the Foundation are to Samaritan Institute, Inc. and the Foundation board provides oversight of the use of the funds.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Form 990 is provided to the board of directors for review before it is submitted to the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A copy of the conflict of interest policy is provided to all board members. Members are required to disclose annually in writing any potential conflicts of interest. If a conflict were to arise that board member must abstain from voting on the matter.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Foundation does not pay compensation to officers or directors. Therefore, the questions regarding methods used to determine compensation of officers and directors have been answered "No".
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organizational and tax documents are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The finance committee of the Samaritan Institute is responsible for selecting and approving the independent auditor.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11
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
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Samaritan Institute Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0310951606
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Provide support to affiliated Centers.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Line 9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02696 S Colorado Blvd Suite 380
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Denver
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd080222
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt030853
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt15000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Samaritan Institute
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1Samaritan Institute
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1P
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0740034
IRS990/TotalAssetsEOYAmt0759052
IRS990/TotalAssetsGrp/BOYAmt0740034
IRS990/TotalAssetsGrp/EOYAmt0759052
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt09657
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015481
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt030853
IRS990/TotalFunctionalExpensesGrp/TotalAmt046334
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0740034
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0759052
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt030853
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt040790
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt050447
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0740034
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0759052
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0740034
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0759052
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02696 S Colorado Blvd No 380
IRS990/USAddress/CityNm0Denver
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd080222
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Jim Hankins
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum03036910144
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Samaritan Institute Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SAMA
ReturnHeader/Filer/EIN0841611496
ReturnHeader/Filer/PhoneNum03036910144
ReturnHeader/Filer/USAddress/AddressLine1Txt02696 S Colorado Blvd No 380
ReturnHeader/Filer/USAddress/CityNm0Denver
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080222
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kundinger Corder & Engle PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0475 Lincoln Street Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Denver
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080203
ReturnHeader/PreparerPersonGrp/PhoneNum03035345953
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lori Anne Reinwald CPA
ReturnHeader/ReturnTs02015-05-15T13:19:43-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • $500k-$1M nonprofits