Civic Intelligence

Samaritan Institute Foundation

990 • Fiscal year 2015 • EIN 84-1611496

Jan 01, 2015 to Dec 31, 2015 • Filed on May 13, 2016

Organization Profile
2696 S Colorado BlvdDenver, CO 80222

(303) 691-0144

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

25th percentile

0.00x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

87th percentile

34%

Higher net margin than 87% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

41st percentile

-1.1%

Faster asset growth than 41% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

87th percentile

48%

Faster revenue growth than 87% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$750,601

Down $8,451 (-1.1%) from 2014

Net Assets

Down

$750,601

Down $8,451 (-1.1%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin87th percentile

Revenue

Up

$74,880

Up $24,433 (+48%) from 2014

Expenses

Up

$49,440

Up $3,106 (+6.7%) from 2014

Net Income

Up

$25,440

Up $21,327 (+519%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$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

2015

Assets$750,601
Liabilities$0
Net Assets$750,601
Open 2015 Filing

Operations Trend

Revenue Growth87th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$74,880
Expenses$49,440
Net Income$25,440
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 13, 2016
Return Version
2015v2.1
Gross Receipts
$155,753
Mission and Program Overview

Mission

To support, benefit and carry out the tax-exempt purposes of the Samaritan Institute, Inc and its network of affiliated centers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$739,117$732,165▼ $6,952
Cash and Non-Interest-Bearing Accounts$19,935$18,436▼ $1,499
Total Assets$759,052$750,601▼ $8,451
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$759,052$750,601▼ $8,451
Total Net Assets Fund Balance$759,052$750,601▼ $8,451
Total Liabilities and Net Assets / Fund Balance$759,052$750,601▼ $8,451
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
James HankinsPresident
John HoranVice President
Robert J RossExecutive Director
Casper MartinMember
Jean C JonesMember
Dr Margaret FomerSecretary
Jennifer PaquetteTeasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$8,250
Program Service Revenue
$0
Investment Income
$66,630
Other Revenue
$0
All Other Contributions
$8,250
Change in Net Assets
$25,440
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$32,570
Other Expenses$16,870
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$32,570--$32,570
Fees for Service Investment Mgmnt Fees-$7,121-$7,121
Fees for Services Accounting-$5,000-$5,000
Fees for Services Legal-$3,659-$3,659
Other Expenses-$588-$588
Insurance-$502-$502
Total Functional Expenses$32,570$16,870$0$49,440
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Samaritan Institute IncDenver, CO501c3Support for Samaritan Institute$32,570
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
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Organizational document changes Part VI line 4

“The significant change to the amended and restated Articles of Incorporation and Bylaws added the inclusion of the Samaritan Institute network of affiliated Centers in its purpose. Prior to this it only included the Samaritan Institute. This change will allow the Foundation the broader spectrum of supporting the affiliated Centers as well as the Samaritan Institute.”

Form 990 governing body review Part VI line 11

“The Form 990 is provided to the board of directors for their review and questions prior to being submitted to the IRS.”

Conflict of interest policy compliance Part VI 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 that matter.”

Other officer or key employee compensation Part VI line 15B

“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 availability to public Part VI line 18

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

Governing documents etc available to public Part VI 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
Address
2696 S Colorado Blvd, Denver, CO 80222

Signing Officer

Name
Robert J Ross
Title
Executive Direc
Phone
3036910144
Signed
2016-05-13
Discuss with paid preparer
Yes

Organization Details

Formed
2002
Legal Domicile
Co
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
7

Preparer

Firm
Lisa M Ernst Inc
Address
355 Rose Finch Circle, Littleton, CO 80129
Preparer
Lisa M Ernst CPA
Phone
7209894125
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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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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0All grants made by the Foundation in 2015 are to Samaritan Institute, Inc. and the Foundation board provides oversight tof the use of the funds.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Monitoring procedures (Part I, line 2)
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The significant change to the amended and restated Articles of Incorporation and Bylaws added the inclusion of the Samaritan Institute network of affiliated Centers in its purpose. Prior to this it only included the Samaritan Institute. This change will allow the Foundation the broader spectrum of supporting the affiliated Centers as well as the Samaritan Institute.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Form 990 is provided to the board of directors for their review and questions prior to being submitted to the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A 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 that matter.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The 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/ExplanationTxt4The organizational and tax documents are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The organizational and tax documents are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Organizational document changes Part VI line 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990 availability to public Part VI line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Samaritan Institute Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0310951606
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501c3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Provide support to affiliated centers
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt09
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02696 S Colorado Blvd Suite 380
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Denver
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd080222
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CO
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0759052
IRS990/TotalAssetsEOYAmt0750601
IRS990/TotalAssetsGrp/BOYAmt0759052
IRS990/TotalAssetsGrp/EOYAmt0750601
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt08250
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016870
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt032570
IRS990/TotalFunctionalExpensesGrp/TotalAmt049440
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0759052
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0750601
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt032570
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt066630
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt074880
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0759052
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0750601
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0759052
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0750601
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert J Ross
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Direc
ReturnHeader/BusinessOfficerGrp/PhoneNum03036910144
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Samaritan Institute Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SAMA
ReturnHeader/Filer/EIN0841611496
ReturnHeader/Filer/USAddress/AddressLine1Txt02696 S Colorado Blvd
ReturnHeader/Filer/USAddress/CityNm0Denver
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080222
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204689615
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lisa M Ernst Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0355 Rose Finch Circle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Littleton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080129
ReturnHeader/PreparerPersonGrp/PhoneNum07209894125
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lisa M Ernst CPA
ReturnHeader/ReturnTs02016-05-13T16:28:46-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$750,601
Liabilities
$0
Net assets
$750,601
Revenue
$74,880
Expenses
$49,440
Net income
$25,440
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
2015Detailed filing. Detailed filing data is available for this year.$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