2018-04-26T11:10:48-05:00 2017-06-30 363990892 Capin Crouse LLP 972 Emerson Parkway STE A Greenwood IN 46143 990 2016-07-01 371295601 Samaritan Ministries International SAMA 8777642426 6000 N Forest Park Drive Peoria IL 61614 Ted Pittenger President 8777642426 2018-04-26 1 Francis K Brown II P00465640 3178852620 139.146.132.42 2018-04-26 10:08:57 MD P 40D8E578998C630A575E14F9C1D0AFD01746A6CA 2F1FC5C758D18A5278580C9A8F4C29E70C9D246A 2016 2021-01-29 14:40:06Z Ted Pittenger 6000 N Forest Park Drive Peoria IL 61614 39934464 0 X www.samaritanministries.org X 1991 IL A Biblical, non-insurance approach to health care needs; publication of monthly newsletter 11 9 294 936 0 0 36494886 35606599 3044886 3389216 151224 155686 12602 216392 39703598 39367893 2590107 2955712 0 0 10955387 17927045 0 0 130600 14526345 16328875 28071839 37211632 11631759 2156261 47777613 56616198 12249628 18760858 35527985 37855340 X The primary purpose of Samaritan Ministries International (SMI) is to carry out the Biblical great commission of Matthew 28:19-20, by assisting the Body of Christ in making disciples, through the encouraging and facilitating of authentic Biblical community in obedience to the Word of God. The focus is on developing and administering creative approaches, in accordance with the Holy Bible, enabling Christians to minister to fellow believers who find themselves in physical and financial need in accordance with the Holy Bible. This includes encouraging prayer, emotional support, and direct and indirect gifts to those in financial need. 0 0 25148315 2955712 3605608 Newsletter & Health Care Sharing:Samaritan Ministries International (SMI) is a religious community made up of member households dedicated to the Christian great commission and applying those principals in unique ways to meet the needs of our community, and by example, those of the greater community.Membership is available to any and all professing Christians who are in agreement with our statement of faith and commitment to Biblical living without reference to age, physical condition, or prior ailments. The median income of SMI's membership is significantly below that of the national median.A significant portion of our members are subsisting on very low incomes, and almost all member households have no health insurance.Total membership households as of June 30, 2017, was 69,124 households, including 225,837 people. SMI has members residing in all 50 states as well as several countries abroad. A significant portion of the members are employed as church ministers and church staff, in para-church ministries and other charitable organizations.SMI publishes and distributes a monthly "Christian Health Care Newsletter", containing articles on various topics applying a Christian world view to all of life, spiritual issues, health care, the religious ministries of the organization, and the religious ministries of our members. The Newsletter seeks to educate and encourage members and other readers to apply Christian teachings to all aspects of life, not just health care issues. Part of that Christian mindset is helping the readers to understand that a sharing ministry's emphasis is on how they can give to help others now rather than what they might receive if they have a need in the future.This Newsletter is sent to all SMI members, nonmembers who subscribe for a nominal fee ($12) and complimentary subscribers.The Prayer Guide:The physical and spiritual needs of members and non-members, upon request, are published together in a "Prayer Guide", which is used by our members and the SMI staff for the offering of prayers on the behalf of those in need. This Guide also includes testimonies of how God has been working in members' lives. Each month many different versions of the Prayer Guide are prepared, and each member household receives one of the versions. The Guide averages 1,300 prayer requests per month. It is mailed monthly to all the members.Prayer Team:A team of around 300 volunteers from SMI's members and former members, including several SMI employees act as a "Rapid Response Prayer Team". The team averages one to two requests a day with an email normally being sent out once a week compiling the requests. Emergency prayer requests received from members are funneled by email to members of the team for immediate prayers to be lifted up. Health Care Sharing - Share Slip:All members of SMI participate in the health care sharing ministry. Participants pledge to send a minimum monthly amount (called a "share") based on household size directly to those households who have medical expense needs that come within SMI's guidelines of expenses that we will share as a community. Each month members receive with their newsletter a "share slip" reporting a family with a medical expense need to whom they should send their monthly share, and for whom they should be praying and sending notes of encouragement. This fiscal year our members shared approximately $263,242,464.82 in accord with the minimum monthly amount pledged to be sent directly to those member households in need due to medical expenses. This sharing assisted our members with 44,526 medical incidents (injuries or illnesses) during the year. Additionally $5,896,427.54 was shared for medical incidents that exceeded $250,000 in cost. Because these amounts are sent directly, member to member, the amounts are not reflected in SMI's revenue or expenses.Members in need receive additional assistance by a variety of means beyond the regular sharing:Member Extra Direct Giving:In its monthly mailing SMI makes each member aware of expenses that some member had that fall outside our basic sharing guidelines, and encourages extra giving to meet that need. Since this giving takes place outside of the sharing ministry's normal procedures, SMI can only verify what recipient members self-report, which this fiscal year was $1,575,667. The total actually given would have been larger.Member Extra Giving Through SMI:In addition to members giving extra directly to those in need, SMI encourages members to also give extra directly to SMI for SMI to distribute. SMI receives tax deductible gifts retained in SMI's restricted funds for helping members with medical expenses that fall outside the areas included in the basic sharing (e.g. routine dental). This fiscal year $1,864,394 was distributed to members in need from these restricted funds. There are also months where the member shares available is less than the amount of members' medical expenses, so members also give extra directly to SMI to make up any short fall. In fiscal 2017, $314,042 was disbursed to meet needs that were not met by member-to-member sharing due to pro-rating.Sponsorship: When members have financial problems which make it impossible for them to pay their minimum monthly shares, they are offered to participate in the "sponsorship" program, through which their share amount is reduced below that minimum normally required to an amount they can afford, or they are provided a cash grant to make up what they cannot afford to send. This fiscal year 622 families participated in this program, receiving $780,507 in assistance that was provided by reducing the amount of shares they were required to send. 224421 0 0 The Morning Center's mission is to provide free maternity care to underserved women. This project is part of SMI's purpose of showing the love of Christ and spreading the gospel through providing a community of support to those in need. Research and Planning began in 2011. A separate corporation was set up in 2013, but it continues to receive most cash and in-kind support from SMI and its members. The first Morning Center became operational in August 2013 in Memphis, TN. The Morning Center has served hundreds of women in the Memphis area since its inception. 25372736 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 1 44 0 1 294 1 0 0 0 0 0 0 0 0 0 0 X 11 9 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MN SC NH PA WA WI WV X Doug Winkler 8777642426 6000 N Forest Park Drive Peoria IL 61614 Ted Pittenger President, Board Chairman 45.00 X X 222770 0 10845 Daniel Coughlin Board Chairman, Director 1.00 X X 0 0 0 Keith Bradshaw VP of IT Svs, Director 1.00 X X 59412 0 1042 William Kurth Director, Vice Chairman 2.00 X 0 0 0 Richard Driggers Director, Finance Chair 1.00 X 0 0 0 Kevin Holst Director 2.00 X 0 0 0 Chris King Director 2.00 X 0 0 0 Joseph Musser Director 1.00 X 0 0 0 Ron Drummond Director 1.00 X 0 0 0 Chris Hogan Director 1.00 X 0 0 0 Ben Boyd Director 1.00 X 0 0 0 Bryan Evans VP of Member Services 45.00 1.00 X 145411 0 8415 James Lansberry Executive Vice President 45.00 X 209120 0 10432 Rodney Roth VP IT Services (part year) 45.00 X 158684 0 9223 Douglas Winkler Vice President/Treasurer 45.00 X 152045 0 7744 Anthony Hopp VP of External Relations 45.00 X 126411 0 7729 Justin Easley Vice President of Human Resources 45.00 X 111229 0 7353 E Ray King VP of Communications/Special Couns 40.00 X 146043 0 8434 Jonathan Ben-Ezra Controller 45.00 X 112242 0 7371 Travis Unruh Lead Developer 40.00 X 103693 0 6299 1547060 0 84887 10 0 1 0 Karis 5113 Southwest Parkway Suite 175 Austin TX 78735 Medical provider/bill negotiations 3241158 8th Light 412 South Wells Street Suite 1000 Chicago IL 60607 Software development 1810960 OneNeck IT Solutions LLC PO Box 480 Monroe WI 53566 IT consultants 1291413 Pearl Technologies 1200 East Glenn Avenue Peoria Heights IL 61616 Software development 1175403 Kerns Graphic Solutions Total 1107 West Austin Drive Peoria IL 61614 Printing 794478 25 32912232 2694367 35606599 Fee negotiation rev. 900099 3389216 3389216 3389216 145095 145095 534080 43082 534080 32491 0 10591 10591 10591 216392 216392 216392 39367893 3605608 0 155686 897771 897771 2057941 2057941 1114613 763178 351435 680371 407536 272835 13305682 9126404 4179278 196786 134740 62046 1620070 1109266 510804 1009523 688080 321443 360188 197260 162928 31782 31782 384578 384578 176463 65500 50463 60500 3404298 370775 3033523 2522464 2221733 230631 70100 1173677 660018 513659 788104 431612 356492 298981 105618 193363 3120017 2122255 997762 Bill negotitation exp. 3389216 3389216 Morning Center expense 409783 224421 185362 0 Other assistance 221204 221204 0 Vehicle 34420 7305 27115 0 13700 7529 6171 37211632 25372736 11708296 130600 371195 188881 28271069 35941348 733476 564440 144538 144231 24231393 7182842 15244208 17048551 2887137 2619653 125990 109094 47777613 56616198 3223622 4293358 9026006 14467500 12249628 18760858 X 34998427 37210611 529558 644729 35527985 37855340 47777613 56616198 2156261 171094 0 X X 0 1 X 1 0 X 9958629 19843814 28909056 36494886 35606599 130812984 1630127 1798131 2428491 3044886 3389216 12290851 11588756 21641945 31337547 39539772 38995815 143103835 3446 4648 7100 9366 3400 27960 0 3446 4648 7100 9366 3400 27960 143075875 12275 9704 46140 151224 145095 364438 12275 9704 46140 151224 145095 364438 12602 216392 228994 11601031 21651649 31383687 39703598 39357302 143697267 0.99570 0.99660 0.00250 0.00190 X Schedule A, Part III, Line 12, Explanation of Other Income: Other income - 2012 Amount: $ 0. 2013 Amount: $ 0. 2014 Amount: $ 0. 2015 Amount: $ 12,602. 2016 Amount: $ 216,392. 0 1 0 1 10500 0 0 1 100 0 1 463616 474216 0 Part II-B, Line 1: Attended legislative conferences and sent emails to members, all to encourage support for "safe harbor" laws to protect health care sharing ministries from attempted regulation by insurance commissioners and to encourage grassroots support for amending federal tax code to allow members of health care sharing ministries to establish Health Savings Accounts. The organization also pays membership dues to the Alliance of Health Care Sharing Ministries, an organization that advocates and promotes health care sharing ministries, and a portion of the dues were used for lobbying. 836000 836000 11139039 1871116 9267923 5245451 2715530 2529921 7010903 2596196 4414707 17048551 Europe (Including Iceland & Greenland) 0 0 Program services Medical expenses 6005 0 0 0 0 0 0 6005 0 6005 0 0 0 0 0 0 1 The Morning Center 6000 N Forest Park Drive Peoria IL 61612 461254285 501(c)(3) 489021 Program Support Alliance Defending Freedom 15100 North 90th Street Scottsdale AZ 85260 541660459 501(c)(3) 20000 Program Support Christian Healthcare Centers 3322 Beltline Court NE Grand Rapids MI 49525 474100326 501(c)(3) 66275 233725 Cost Medical Equipment Program Support Lifesong for Orphans Inc 202 N Ford St Gridley IL 61744 351902841 501(c)(3) 10000 Program Support National Black Home Educator 13434 Plank Rd Baker LA 70714 721483417 501(c)(3) 5000 Program Support 5 0 Members' assistance paying medical bills 3634 2057941 Part I, Line 2: For assistance paying medical expenses, members send unpaid medical bills they need help paying into SMI's office. The medical bills are verified through several means, one of which is The Karis Group which negotiates medical bills on behalf of Samaritan Ministries' members. For the grants to organizations, SMI verifies that the organization maintains its tax exempt status. X 1 1 X X X X X 1 0 0 0 0 0 0 1 0 Ted Pittenger President, Board Chairman 165500 0 48514 0 8756 0 6943 0 4011 0 233724 0 0 0 Bryan Evans VP of Member Services 120000 0 22902 0 2509 0 4513 0 4011 0 153935 0 0 0 James Lansberry Executive Vice President 160000 0 46715 0 2405 0 6530 0 4011 0 219661 0 0 0 Rodney Roth VP IT Services (part year) 73846 0 83536 0 1302 0 5873 0 3414 0 167971 0 0 0 Douglas Winkler Vice President/Treasurer 125000 0 24395 0 2650 0 4692 0 3161 0 159898 0 0 0 E Ray King VP of Communications/Special Couns 120000 0 22888 0 3155 0 4532 0 3973 0 154548 0 0 0 Part I, Line 1a Travel for companions was provided for the President and Executive Vice President. The travel is for a bona fide business purpose and is not treated as taxable compensation. Part I, Line 4a Rodney Roth received a separation payment of $60,000. Part I, Line 7 Mileage and travel reimbursements Colton Evans Family member of VP of Member Services 75905 Employee compensation 0 Chandler Roth Family member of VP IT Services 31655 Employee compensation 0 Alan King Family member of VP of Communications 55746 Employee compensation 0 Sam Evans Family member of VP of Member Services 52201 Employee compensation 0 Jacob Evans Family member of VP of Member Services 44307 Employee compensation 0 Moriah Lansberry Family member of Exec VP 34136 Employee compensation 0 Ethan Hopp Family member VP of External Relations 44579 Employee compensation 0 Alliance for Health Care Sharing Ministries VP of SMI is President of Alliance 307211 Dues paid 0 Ascending Arts Owner is a family member of the President 23410 Decorating services 0 Form 990, Part VI, Section A, line 4 Removed from the bylaws the specificity in the duties and titles of the Vice Presidents except for the Exec. Vice President and Vice President of Finance. Replaced with appointing resolution by the Board, and later assignments by the President and Exec. Vice President. Amended the bylaws to allow one of the Chairman's two appointees to not meet the two-year membership requirement (3.A.2) but only must be a member when he is appointed and thereafter. Form 990, Part VI, Section A, line 6 Memberships are by household: single, couple, family, and single parent family. Members cast weighted votes by household type. Each household pays the same annual dues as its monthly share amount. Form 990, Part VI, Section A, line 7a Six of the nine current members of the governing board are elected by the members after nomination by members and a mail in vote with the plurality of the weighted votes cast required to win. The Founder and President and his two appointees (who must also be members) fill the other 3 seats. Form 990, Part VI, Section A, line 7b Increases in monthly healthcare shares must be approved by 60% of the membership by weighted vote. Form 990, Part VI, Section B, line 11b Form 990 is prepared by an independent CPA firm and reviewed in detail by the organization's top management and outside General Counsel. The reviewed Form 990 is then provided to the board of directors prior to filing with the IRS. Form 990, Part VI, Section B, line 12c Annually, the board, officers, and employees complete a conflict of interest disclosure to disclose real or apparent conflicts. The board reviews all signed disclosures at the annual board meeting. Should any potential conflicts of interest be disclosed, the Board member or officer would be asked to refrain from participation in any decision with regard to matters affected by the relationship. Form 990, Part VI, Section B, line 15 The independent members of the board determines the compensation for the President and the Executive Vice President on an annual basis. All other officers' compensation is determined by the President and the Executive VP. The Board, the President, and Executive Vice President rely upon compensation comparability studies and performance reviews in its analysis. The process and decision is documented in the Board minutes, and by the H.R. department, respectively. Form 990, Part VI, Section C, line 19 The organization's Articles of Incorporation, conflict of interest policy, and annual audited financial statements are available to the public upon request. The organization's bylaws are not made publicly available. Form 990, Part XII, Line 2c The organization's Board assumes responsibility for oversight of the audit of its financial statements and selection of its independent accountant. This process has not changed since the prior year. Morning Center 6000 N Forest Park Drive Peoria IL 61614 461254285 Free maternity service to low income women TN 501(c)(3) 9 SMI 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 Morning Center B Morning Center N Morning Center O Morning Center Q