Civic Intelligence

Samaritan Homevisit Physicians PC

990 • Fiscal year 2023 • EIN 84-3599323

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 21, 2024

3906 Church RoadMount Laurel, NJ 08054

(856) 596-1600

Siviq Scores

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

Liabilities / Assets

98th percentile

2.21x

Higher debt load relative to assets than 98% of similar nonprofits.

2023 filings • NTEE P • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

86th percentile

0.69x

Higher debt load relative to revenue than 86% of similar nonprofits.

2023 filings • NTEE P • $1M-$5M nonprofits • Source year 2023

Net Margin

12th percentile

-20%

Higher net margin than 12% of similar nonprofits.

2023 filings • NTEE P • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

97th percentile

$381,402

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 25.3% of source-year revenue.

2023 filings • NTEE P • $1M-$5M nonprofits • Source year 2023

Asset Growth

94th percentile

115%

Faster asset growth than 94% of similar nonprofits.

2023 filings • NTEE P • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

12th percentile

-24%

Faster revenue growth than 12% of similar nonprofits.

2023 filings • NTEE P • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$472,809

Up $252,841 (+115%) from 2022

Net Assets

Down

-$571,158

Down $300,873 (-111%) from 2022

Liabilities

Up

$1,043,967

Up $553,714 (+113%) from 2022

Revenue

Down

$1,506,677

Down $486,141 (-24%) from 2022

Expenses

Down

$1,807,550

Down $183,484 (-9.2%) from 2022

Net Income

Down

-$300,873

Down $302,657 (-16965%) from 2022

Historical Trend

Balance Sheet Trend

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

$4.0M$2.0M$0-$2.0MAssets 2019: $67,801Liabilities 2019: $70,676Net Assets 2019: -$2,8752019Assets 2020: $1,193,681Liabilities 2020: $1,300,286Net Assets 2020: -$106,6052020Assets 2021: $2,754,360Liabilities 2021: $3,026,429Net Assets 2021: -$272,0692021Assets 2022: $219,968Liabilities 2022: $490,253Net Assets 2022: -$270,2852022Assets 2023: $472,809Liabilities 2023: $1,043,967Net Assets 2023: -$571,1582023Assets 2024: $350,861Liabilities 2024: $1,475,903Net Assets 2024: -$1,125,0422024

Highlighted filing

2023

Assets$472,809
Liabilities$1,043,967
Net Assets-$571,158

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2019: $65,873Expenses 2019: $68,749Net Income 2019: -$2,8762019Revenue 2020: $1,163,381Expenses 2020: $1,267,111Net Income 2020: -$103,7302020Revenue 2021: $1,694,452Expenses 2021: $1,859,916Net Income 2021: -$165,4642021Revenue 2022: $1,992,818Expenses 2022: $1,991,034Net Income 2022: $1,7842022Revenue 2023: $1,506,677Expenses 2023: $1,807,550Net Income 2023: -$300,8732023Revenue 2024: $1,295,359Expenses 2024: $1,849,243Net Income 2024: -$553,8842024

Highlighted filing

2023

Revenue$1,506,677
Expenses$1,807,550
Net Income-$300,873
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 21, 2024
Return Version
2023v5.1
Gross Receipts
$1,506,677
Mission and Program Overview

Mission

The corporation is organized to further the charitable purpose of samaritan healthcare & hospice, inc. By providing physician house call services for seniors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$51,590$396,384▲ $344,794
Accounts Receivable$168,378$76,425▼ $91,953
Cap Stk Tr Prin Current Funds$1$1→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-270,286$-571,159▼ $300,873
Total Assets$219,968$472,809▲ $252,841
Liabilities
Other Liabilities$490,253$1,043,967▲ $553,714
Total Liabilities$490,253$1,043,967▲ $553,714
Net Assets / Fund Balance
Total Net Assets Fund Balance$-270,285$-571,158▼ $300,873
Total Liabilities and Net Assets / Fund Balance$219,968$472,809▲ $252,841
Compensation and Service Providers

Employees

NameTitleOtherTotal
Lisa a DuttererChief Operating Officer$13,043$13,043

Board Members and Trustees

NameTitle
Robert J CuratolaChief Financial Officer
Stephen GoldfineChief Medical Officer
Susan MccannChief Operating Officer - Former
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,506,677
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-300,873
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,548,678
Other Expenses$258,872
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,247,148--$1,247,148
Other Employee Benefits$168,526--$168,526
Payroll Taxes$92,338--$92,338
Fees for Services Other$55,875--$55,875
Pension Plan Contributions$40,666--$40,666
Information Technology$20,099--$20,099
Occupancy$19,831--$19,831
Travel$19,622--$19,622
All Other Expenses$8,182--$8,182
Insurance$5,380--$5,380
Office Expenses$4,117--$4,117
Other Expenses$3,036--$3,036
Conferences and Meetings$2,454--$2,454
Total Functional Expenses$1,807,550$0$0$1,807,550
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Organization$1,043,967
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 copy of the form 990 was prepared by the outside cpa firm, reviewed by the management of the organization, and then reviewed by the organization's executive committee prior to filing with the irs.

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

The board endorses an updated policy that requires an annual submission and review of potential conflicts of interests, for all officers, trustees and key employees.

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

The organization annually reviews interests that could give rise to conflicts by requiring officers and employees to disclose relationships in accordance with the conflict of interest policies and procedures.

Form 990, Part VI, Section B, Line 15

The organization utilizes a related organization's (samaritan healthcare & hospice, inc.) human resource staff which participate in salary surveys through 2-3 companies annually and receive the results of these surveys. When new positions are created or compensation issues arise, the organization uses this data and consults with the outside consultants.

Form 990, Part VI, Section C, Line 19

FURNISHED UPON REQUEST.

Form 990, Part VII, Column B - Average Hours Per Week

The weekly hours shown in part vii, section 1a, column (b) represent the average of the total recorded annual hours spent by all of our board members during 2023 attending on-site board, committee and other related meetings. In addition to these hours, our board members also contribute significant time on board/committee meeting preparation, as well as attend several annual agency functions and events held throughout each year.

Filing and Contact Details

Filer

Filer Name
Samaritan Homevisit Physicians Pc
EIN
84-3599323
Phone
8565961600
Address
3906 CHURCH ROAD, MOUNT LAUREL, NJ 08054

Signing Officer

Name
Robert Curatola
Title
Chief Financial Officer
Phone
8565961600
Signed
2024-08-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Curatola
Formed
2019
Legal Domicile
Nj
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Morison Cogen Llp
Address
484 NORRISTOWN RD STE 100, BLUE BELL, PA 19422
Preparer
Lee S Kersey CPA
Phone
2674403000
Supplemental Narrative

Additional Explanations

Form 990, Part XII Line 2C

The organization has a committee that has oversight of the audit of its financial statements.

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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0STEPHEN GOLDFINE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1ROBERT J CURATOLA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2SUSAN MCCANN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CHIEF MEDICAL OFFICER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CHIEF FINANCIAL OFFICER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2CHIEF OPERATING OFFICER - FORMER
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1223463
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2217894
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0OFFICERS RECEIVE COMPENSATION FROM A RELATED ORGANIZATION. THE RELATED ORGANIZATION USED THE FOLLOWING METHODS TO ESTABLISH COMPENSATION; COMPENSATION COMMITTEE, WRITTEN EMPLOYMENT CONTRACTS, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, FORM 990 OF OTHER ORGANIZATIONS AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT COPY OF THE FORM 990 WAS PREPARED BY THE OUTSIDE CPA FIRM, REVIEWED BY THE MANAGEMENT OF THE ORGANIZATION, AND THEN REVIEWED BY THE ORGANIZATION'S EXECUTIVE COMMITTEE PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD ENDORSES AN UPDATED POLICY THAT REQUIRES AN ANNUAL SUBMISSION AND REVIEW OF POTENTIAL CONFLICTS OF INTERESTS, FOR ALL OFFICERS, TRUSTEES AND KEY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION ANNUALLY REVIEWS INTERESTS THAT COULD GIVE RISE TO CONFLICTS BY REQUIRING OFFICERS AND EMPLOYEES TO DISCLOSE RELATIONSHIPS IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICIES AND PROCEDURES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION UTILIZES A RELATED ORGANIZATION'S (SAMARITAN HEALTHCARE & HOSPICE, INC.) HUMAN RESOURCE STAFF WHICH PARTICIPATE IN SALARY SURVEYS THROUGH 2-3 COMPANIES ANNUALLY AND RECEIVE THE RESULTS OF THESE SURVEYS. WHEN NEW POSITIONS ARE CREATED OR COMPENSATION ISSUES ARISE, THE ORGANIZATION USES THIS DATA AND CONSULTS WITH THE OUTSIDE CONSULTANTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FURNISHED UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE WEEKLY HOURS SHOWN IN PART VII, SECTION 1A, COLUMN (B) REPRESENT THE AVERAGE OF THE TOTAL RECORDED ANNUAL HOURS SPENT BY ALL OF OUR BOARD MEMBERS DURING 2023 ATTENDING ON-SITE BOARD, COMMITTEE AND OTHER RELATED MEETINGS. IN ADDITION TO THESE HOURS, OUR BOARD MEMBERS ALSO CONTRIBUTE SIGNIFICANT TIME ON BOARD/COMMITTEE MEETING PREPARATION, AS WELL AS ATTEND SEVERAL ANNUAL AGENCY FUNCTIONS AND EVENTS HELD THROUGHOUT EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION HAS A COMMITTEE THAT HAS OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VII, COLUMN B - AVERAGE HOURS PER WEEK
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SAMARITAN HEALTHCARE & HOSPICE INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0222344036
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0HOSPICE SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170(B)(1)(A) (VI)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt03906 CHURCH ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MOUNT LAUREL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd008054
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt01548678
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0EMPLOYEE LEASE AGREEMENTS
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0SAMARITAN HEALTHCARE & HOSPICE INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0O
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0219968
IRS990/TotalAssetsEOYAmt0472809
IRS990/TotalAssetsGrp/BOYAmt0219968
IRS990/TotalAssetsGrp/EOYAmt0472809
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01807550
IRS990/TotalFunctionalExpensesGrp/TotalAmt01807550
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0490253
IRS990/TotalLiabilitiesEOYAmt01043967
IRS990/TotalLiabilitiesGrp/BOYAmt0490253
IRS990/TotalLiabilitiesGrp/EOYAmt01043967
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-270285
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-571158
IRS990/TotalOtherCompensationAmt041677
IRS990/TotalProgramServiceExpensesAmt01807550
IRS990/TotalProgramServiceRevenueAmt01506677
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01506677
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01506677
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0219968
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0472809
IRS990/TotReportableCompRltdOrgAmt0794125
IRS990/TravelGrp/ProgramServicesAmt019622
IRS990/TravelGrp/TotalAmt019622
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03906 CHURCH ROAD
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IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.SAMARITANNJ.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT CURATOLA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF FINANCIAL OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08565961600
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAMARITAN HOMEVISIT PHYSICIANS PC

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