2018-09-14T12:24:03-05:00 2017-12-31 381357951 PLANTE & MORAN PLLC 27400 NORTHWESTERN HIGHWAY SOUTHFIELD MI 48034 990 2017-01-03 383201490 SAMARITAS FOUNDATION SAMA 3138237700 8131 E JEFFERSON AVE DETROIT MI 48214 JENNY CEDERSTROM CFO 3138237700 2018-08-14 1 LYNNE M HUISMANN P00053811 2483522500 2018-08-14 67.59.56.32 2018-08-14 16:19:16 ED P 5AC40D8363438C8C04A06966F83229C572E70071 C3EE01AB0E15093E8109592E704D6522710D22E3 2017 2018-06-14 16:35:46Z X TRACY TEICH 8131 E JEFFERSON AVE DETROIT MI 48214 11715964 0 X WWW.SAMARITAS.ORG X 1994 MI TO PROVIDE FOR THE RECEIPT OF CONTRIBUTIONS AND BEQUESTS FOR THE BENEFITS OF SUPPORTING THE MISSION OF SAMARITAS. 38 37 0 1200 0 0 2099689 0 989470 0 3089159 219014 0 0 0 0 340581 559595 2529564 14456247 17606349 236560 30891 14219687 17575458 X TO ESTABLISH A PERMANENT ENDOWMENT FUND OR FUNDS TO RECEIVE AND ADMINISTER FUNDS AND TO BE OPERATED SOLELY FOR CHARITABLE PURPOSES FOR THE BENEFIT OF SAMARITAS, A MICHIGAN NONPROFIT CORPORATION ("SAMARITAS") AND/OR ITS SUBSIDIARIES AND AFFILIATED ENTITIES, TO BE USED SOLELY TO ASSIST IN FULFILLING THE CAPITAL AND PROGRAM SERVICES REQUIREMENTS. TO PROVIDE SUPPORT EXCLUSIVELY TO SAMARITAS TO ENABLE IT TO ACCOMPLISH ITS MISSION OF SERVING OTHERS. TO ACCEPT GIFTS, DEVISES AND BEQUESTS OF PROPERTY, BOTH REAL AND PERSONAL, INCLUDING ENDOWMENT FUNDS, OUTRIGHT OR IN TRUST, AND TO INVEST, MANAGE AND/OR DISTRIBUTE THE SAME AND THE PROCEEDS THEREOF FOR THE USES OF THIS FOUNDATION. 0 0 219014 219014 0 THE FOUNDATION IS A SUPPORTING ORGANIZATION OF SAMARITAS. AS A SUPPORTING ORGANIZATION, THE FOUNDATION SUPPORTS THE MISSION OF SAMARITAS THROUGH GRANTS PAID FOR OPERATIONAL AND CAPITAL PURPOSES. 219014 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 38 37 0 1 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 MI X JENNY CEDERSTROM 3138237700 8131 E JEFFERSON AVENUE DETROIT MI 48214 DAVID DION CHAIRPERSON 5.00 0.00 X X 0 0 0 LINDA MORIN VICE CHAIRPERSON 5.00 0.00 X X 0 0 0 TRACY TEICH TREASURER 5.00 0.00 X X 0 0 0 DAVID WOHLEEN SECRETARY 5.00 0.00 X X 0 0 0 ELLEN BATKIE TRUSTEE 1.00 0.00 X 0 0 0 SHEILDA BRADDOCK TRUSTEE 1.00 0.00 X 0 0 0 DICK CHISTIANSEN TRUSTEE 1.00 0.00 X 0 0 0 REV TERRY DALY TRUSTEE 1.00 0.00 X 0 0 0 WILLIAM DANAHER TRUSTEE 1.00 0.00 X 0 0 0 LLYOD FELL TRUSTEE 1.00 0.00 X 0 0 0 REV GERALD FERGUSON TRUSTEE 1.00 0.00 X 0 0 0 FRED FRITZ TRUSTEE 1.00 0.00 X 0 0 0 JACK GREINER TRUSTEE 1.00 0.00 X 0 0 0 REV ROD HILL TRUSTEE 1.00 0.00 X 0 0 0 LINDA JABAS TRUSTEE 1.00 0.00 X 0 0 0 REV ERICK JOHNSON TRUSTEE 1.00 0.00 X 0 0 0 KENT JOHNSON TRUSTEE 1.00 0.00 X 0 0 0 STEVE KESLER TRUSTEE 1.00 0.00 X 0 0 0 REV WILLIAM LINDHOLM TRUSTEE 1.00 0.00 X 0 0 0 DAVID LOCHNER TRUSTEE 1.00 0.00 X 0 0 0 JOHN MAYES TRUSTEE 1.00 0.00 X 0 0 0 JOHN MCLAUGHLIN TRUSTEE 1.00 0.00 X 0 0 0 REV WILLIAM MOLDWIN TRUSTEE 1.00 0.00 X 0 0 0 REV COLLEN NIEMAN TRUSTEE 1.00 0.00 X 0 0 0 MICHAEL NUSSDORFER TRUSTEE 1.00 0.00 X 0 0 0 MARK ODLAND TRUSTEE 1.00 0.00 X 0 0 0 JASON PAULATEER TRUSTEE 1.00 0.00 X 0 0 0 JUDY PIFFERELLO TRUSTEE 1.00 0.00 X 0 0 0 TOM POST TRUSTEE 1.00 0.00 X 0 0 0 DEBRA RADLOFF TRUSTEE 1.00 0.00 X 0 0 0 BONNIE REYES TRUSTEE 1.00 0.00 X 0 0 0 JEAN SCHLUCKEBIER TRUSTEE 1.00 0.00 X 0 0 0 TOM SEPPO TRUSTEE 1.00 0.00 X 0 0 0 HAROLD SOLLENBERGER TRUSTEE 1.00 0.00 X 0 0 0 PAT THOMAS TRUSTEE 1.00 0.00 X 0 0 0 RICHARD WEINGARTNER TRUSTEE 1.00 0.00 X 0 0 0 MATTHEW PEDERSEN TRUSTEE 1.00 5.00 X 0 0 0 SAM BEALS TRUSTEE 1.00 49.00 X 0 286572 26832 0 286572 26832 0 0 1 0 SAMARITAS 8131 E JEFFERSON AVE DETROIT MI 48214 MANAGEMENT SERVICES 180000 1 2099689 2099689 324271 324271 26813 26813 0 9265191 8599992 665199 665199 665199 3089159 0 0 989470 219014 219014 180000 180000 1480 1480 99806 99806 BAD DEBT EXPENSE 58425 58425 LICENSES 870 870 559595 219014 340581 0 76190 18317 654803 783505 530959 325146 150000 125000 593000 108074 511739 484926 12469733 15801395 62823 68060 14456247 17606349 0 0 236560 30891 236560 30891 X 5183158 5546906 3116890 4083141 5919639 7945411 14219687 17575458 14456247 17606349 2529564 826207 0 X X 0 1 X 1 0 X X 1 SAMARITAS 381360553 7 1 219014 0 1 219014 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 8547746 2025772 1154328 11727846 8004004 25986 517756 8547746 8229862 120000 -146889 198969 8004004 13009820 4000 456135 5081139 158954 8229862 10221380 1026588 1982215 220363 13009820 0.00000 0.67700 0.32300 0 0 53000 53000 540000 108074 431926 484926 DUE TO SAMARITAS 30891 30891 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENTS CONSIST OF SEVEN ENDOWMENT FUNDS. THE ENDOWMENTS ARE INTENDED TO BE USED FOR SPECIFIC PROGRAMS, AS RESTRICTED BY THE DONOR, OR FOR OPERATIONAL AND CAPITAL NEEDS OF SAMARITAS, AS DETERMINED BY THE SAMARITAS BOARD BASED ON A PRUDENT ANNUAL CALCULATION. 1 SAMARITAS 8131 E JEFFERSON AVE DETROIT MI 48214 381360553 501(C)(3) 219014 TO SUPPORT SAMARITAS 1 0 PART I, LINE 2: THE BOARD REVIEWS QUARTERLY FINANCIAL REPORTS FOR THE FOUNDATION, WHICH INCLUDES ANY ASSISTANCE TO SAMARITAS. IN ADDITION, THE FOUNDATION RECEIVES REPORTS FROM SAMARITAS ON MISSION OR CAPITAL ACCOMPLISHMENTS ACHIEVED WITH THE FUNDS. 0 0 0 0 0 0 0 0 0 SAM BEALS TRUSTEE 0 252253 0 0 0 34319 0 18000 0 8832 0 313404 0 0 X 4 31002 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS FORM 990, PART VI, SECTION A, LINE 3 SAMARITAS PROVIDES MANAGEMENT SERVICES UNDER A MANAGEMENT AGREEMENT FOR THE SAMARITAS FOUNDATION. FORM 990, PART VI, SECTION A, LINE 6 SAMARITAS IS THE SOLE MEMBER OF SAMARITAS FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7A SAMARITAS APPROVES ALL NEWLY NOMINATED FOUNDATION TRUSTEES AT AN ANNUAL BOARD MEETING. FORM 990, PART VI, SECTION A, LINE 7B MEMBER APPROVAL IS REQUIRED FOR THE FOLLOWING ACTIONS: (A) AMENDING THE ARTICLES OF INCORPORATION OR BYLAWS; (B) ADOPTING AN AGREEMENT OF MERGER OR CONSOLIDATION; (C) SELLING, LEASING, OR EXCHANGING THE FOUNDATION'S PROPERTY AND ASSETS OUTSIDE OF THE ORDINARY COURSE OF OPERATIONS; (D) ADOPTING A RESOLUTION FOR THE DISSOLUTION OF THE FOUNDATION; (E) FILLING VACANCIES ON THE BOARD OF TRUSTEES; (F) BORROWING MONEY, LOANING MONEY, PLEDGING OR OTHERWISE HYPOTHECATING ASSETS OR PROPERTY OF THE FOUNDATION; (G) ENTERING INTO ANY LONG TERM LEASE ON BEHALF OF THE FOUNDATION; (H) APPROVING THE FOUNDATION'S ANNUAL BUDGET; AND (I) CREATING OR AMENDING ANY POLICIES OR SIGNIFICANT ACTIVITIES OF THE FOUNDATION FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES OTHER THAN THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO SUBMISSION TO THE IRS, THE FORM IS PROVIDED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE WRITTEN CONFLICT OF INTEREST POLICY BY MONITORING CONTRACTS, INVOICES AND PERSONNEL, AND BY REQUESTING INFORMATION AT ALL BOARD MEETINGS. ANY TRUSTEE OR OFFICER HAVING A CONFLICT OF INTEREST OR POSSIBLE CONFLICT OF INTEREST SHOULD NOT VOTE OR USE HIS OR HER PERSONAL INFLUENCE ON THE MATTER, SHOULD NOT BE PRESENT DURING CONSIDERATION OF THE MATTER, AND SHOULD NOT BE COUNTED IN DETERMINING A QUORUM FOR THE MEETING AT WHICH THE MATTER IS VOTED UPON. ANY CONFLICTS OR POTENTIAL CONFLICTS ARE DOCUMENTED IN THE BOARD MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FORM 990 IS AVAILABLE UPON REQUEST. JENNY CEDERSTROM HAS PUBLIC INSPECTION COPIES AVAILABLE AT 8131 EAST JEFFERSON AVENUE, DETROIT, MI 48214. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. FORM 990, PAGE 1: SINCE ITS INCORPORATION, SAMARITAS FOUNDATION HAS BEEN INCLUDED IN THE GROUP RETURN FILED BY SAMARITAS. DURING 2017, THE FOUNDATION AMENDED ITS ORGANIZING DOCUMENTS AND FILED FORM 1023 SEEKING TAX EXEMPT STATUS AS A TYPE 1 SUPPORTING ORGANIZATION. THE FOUNDATION THEREFORE IS FILING ITS OWN FORM 990 AND IS NO LONGER INCLUDED IN THE GROUP EXEMPTION OR IN THE GROUP FORM 990 FILED BY SAMARITAS. SAMARITAS 8131 E JEFFERSON AVE DETROIT MI 48214 381360553 CHARITABLE MI 501(C)(3) LINE 7 N/A 0 0 1 0 1 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0