2017-03-22T11:57:25-05:00 2016-06-30 363990892 Capin Crouse LLP 972 Emerson Parkway STE A Greenwood IN 46143 990 2015-07-01 371295601 Samaritan Ministries International SAMA 8777642426 6000 N Forest Park Drive Peoria IL 61614 Ted Pittenger President 8777642426 2017-03-22 1 David C Moja P00747006 3178852620 2015 2021-01-29 14:40:06Z Ted Pittenger 6000 N Forest Park Drive Peoria IL 61614 39703598 0 X www.samaritanministries.org X 1991 IL A Biblical, non-insurance approach to health care needs; publication of monthly newsletter 9 8 202 290 0 0 28909056 36494886 2428491 3044886 46140 151224 0 12602 31383687 39703598 1560915 2590107 0 0 9219930 10955387 0 0 55010 9052310 14526345 19833155 28071839 11550532 11631759 34309773 47777613 10096374 12249628 24213399 35527985 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 19482225 2590107 3057488 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, 2016, was 62,063 households, including 204,149 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 2,482 prayer requests per month. It is mailed monthly to all the members.Prayer Team:A team of 279 volunteers from SMI's members and former members, including several SMI employees and two employees as coordinators, 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 $184,943,951.60 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 31,093 medical incidents (injuries or illnesses) during the year. Additionally $2,755,441.60 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 $1,851,366.63. 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 $1,776,890 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 2016, no funds were disbursed to meet needs that were not met by member-to-member sharing because until towards the end of the fiscal year, all needs were met through the regular sharing. Those needs not met at the end of the fiscal year received the restricted funds assistance in the early months of the next fiscal year.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 266 families participated in this program, receiving $307,259 in assistance that was provided by reducing the amount of shares they were required to send. 353789 Morning Center Activities: 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. During the fiscal year the following services were provided, activities undertaken and results shown:- Provided free, full-service maternity care for 125 patients and their babies, including delivery care- Served a total of 412 women with free prenatal consultations and ultrasounds - Provided 2,202 maternity care appointments and interactions with patients- Offered services at 4 clinic locations around Memphis- February, 2016 - Hired a part-time Ministry Director and Executive Assistant for Memphis MC. Conducted several phone calls and conference calls with a likeminded organization in Detroit, MI that may be open to partnering with the Morning Center to offer full-service maternity care in the Detroit region.- April, 2016 - Hired a part-time Nurse Practitioner and a Registered Nurse for Memphis MC. Sent three MC representatives to Atlanta, GA to explore potential expansion into the region (currently set for March, 2017).- June, 2016 - Hired full-time National DirectorThe national headquarters for the Morning Center is located within the SMI office and the prorated cost of the donated occupancy is estimated at $18,000 for the fiscal year. SMI donates the time of several employees for the work of Morning Center, detailed on Schedule R of the Morning Center 990, with the cost to SMI of the donated services estimated at $49,053. 19836014 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 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 28 0 1 202 1 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 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 232242 0 13228 William Kurth Director, Vice Chairman 2.00 X X 0 0 0 Richard Driggers Director, Finance Chair 1.00 X 0 0 0 Daniel Coughlin Director 1.00 X 0 0 0 Kevin Holst Director 2.00 X 0 0 0 Chris King Director 2.00 X 0 0 0 Keith Bradshaw Director 1.00 X 0 0 0 Daniel Ryken Director (part year) 2.00 X 0 0 0 Joseph Musser Director 1.00 X 0 0 0 Ron Drummond Director 1.00 X 0 0 0 Bryan Evans VP of Member Services 45.00 1.00 X 168253 0 11663 E Ray King Vice President of Communications 40.00 X 170475 0 11224 James Lansberry Executive Vice President 40.00 5.00 X 219556 0 13292 Rodney Roth Vice President IT Services 45.00 X 165830 0 11077 Douglas Winkler Vice President/Treasurer 45.00 X 156889 0 10457 Anthony Hopp Vice President of External Relations 45.00 X 139813 0 12215 Justin Easley Director of Human Resources 45.00 X 124285 0 10992 Jonathan Ben-Ezra Controller 45.00 X 118371 0 9516 1495714 0 103664 9 0 1 0 Karis 5113 Southwest Parkway Suite 175 Austin TX 78735 Medical provider/bill negotiations 2198047 Zobrist Construction 95 Commerce Dr Morton IL 61550 Construction 1921232 Pearl Technologies 1200 East Glenn Avenue Peoria Heights IL 61616 Software development 1211571 8th Light 1232 American Way Libertyville IL 60048 Software development 960887 Kerns Graphic Solutions Total 1107 West Austin Drive Peoria IL 61614 Printing 642467 12 34163314 2331572 36494886 Fee negotiation rev. 900099 3044886 3044886 3044886 151224 151224 12602 12602 12602 39703598 3057488 0 151224 645753 645753 1933687 1933687 10667 10667 1329756 889026 440730 469386 313814 155572 7176014 4797621 2378393 213252 142572 70680 1109824 741988 367836 657155 439350 217805 358330 225028 133302 39000 39000 198410 198410 2420164 1319873 1100291 1353435 335551 1017884 1985555 1814137 116408 55010 996129 649329 346800 562845 284877 277968 294195 130357 163838 2335084 1298867 1036217 Bill negotiation exp. 3044886 3044886 Morning Center expense 636037 353789 282248 Other assistance 262772 262772 Vehicle 39503 3660 35843 28071839 19836014 8180815 55010 753793 371195 19381315 28271069 2223116 733476 36264 144538 19372589 4128381 11202849 15244208 609431 2887137 103005 125990 34309773 47777613 2083683 3223622 8012691 9026006 10096374 12249628 X 23341597 34998427 871802 529558 24213399 35527985 34309773 47777613 11631759 226099 -543272 0 X X 0 1 X 1 0 X 7908424 9958629 19843814 28909056 36494886 103114809 1272514 1630127 1798131 2428491 3057488 10186751 9180938 11588756 21641945 31337547 39552374 113301560 672 3446 4648 7100 9366 25232 0 672 3446 4648 7100 9366 25232 113276328 6419 12275 9704 34394 151224 214016 6419 12275 9704 34394 151224 214016 149313 149313 9336670 11601031 21651649 31371941 39703598 113664889 0.99660 0.99700 0.00190 0.00090 X Schedule A, Part III, Line 12, Explanation of Other Income: Other income - 2011 Amount: $ 149,313. 0 1 0 0 1 10500 0 0 0 1 187910 198410 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 10457756 1128486 9329270 4281868 1660562 2621306 3796965 1339333 2457632 15244208 X Part X, Line 2: The financial statement effects of a tax position taken or expected to be taken are recognized in the financial statements when it is more likely than not, based on the technical merits, that the position will be sustained upon examination. Interest and penalties, if any, are included in expenses in the statements of activities. As of June 30, 2016, the Ministry had no uncertain tax positions that qualify for recognition or disclosure in the financial statements. The Ministry files U.S. and state information returns and is generally subject to examinations by tax authorities for three years after the returns are filed. There are currently no examinations in process. 1 Central America and the Caribbean 0 0 Program services Medical expenses 1771 Europe (Including Iceland & Greenland) 0 0 Program services Medical expenses 4393 Sub-Saharan Africa 0 0 Program services Medical expenses 4503 0 0 0 0 0 0 10667 0 10667 0 0 0 0 0 0 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. Assitance for paying monthly shares, the member who is to recieve the share verifies to SMI receipt thereof. 1 The Morning Center 6000 N Forest Park Drive Peoria IL 61614 461254285 501(c)(3) 58717 Program Support Alliance Defending Freedom 15100 North 90th Street Scottsdale AZ 85260 541660459 501(c)(3) 45000 Program Support Milk & Honey Ministries 5500 E 45th St N Bel Aire KS 67220 383393370 501(c)(3) 20000 Program Support Creation Ministries International PO Box 350 Powder Springs GA 30127 204588239 501(c)(3) 20000 Program Support Lifesong for Orphans Inc 202 N Ford St Gridley IL 61744 351902841 501(c)(3) 20000 Program Support Dream Center Peoria 714 Hamilton Blvd Peoria IL 61603 522376242 501(c)(3) 10600 Program Support Generations with Vision PO Box 1398 Elizabeth CO 80107 841155835 501(c)(3) 10000 Program Support South Side Mission PO Box 5579 Peoria IL 61601 370663572 501(c)(3) 5550 Program Support 8 0 Members' assistance paying medical bills 2801 1933687 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 0 0 0 0 0 0 0 1 0 Ted Pittenger President, Board Chairman 166169 0 58553 0 7520 0 6409 0 9449 0 248100 0 0 0 Bryan Evans VP of Member Services 123471 0 41563 0 3219 0 4190 0 10103 0 182546 0 0 0 E Ray King Vice President of Communications 124645 0 43020 0 2810 0 4197 0 9656 0 184328 0 0 0 James Lansberry Executive Vice President 160443 0 56139 0 2974 0 6064 0 9858 0 235478 0 0 0 Rodney Roth Vice President IT Services 121950 0 41180 0 2700 0 4123 0 9584 0 179537 0 0 0 Douglas Winkler Vice President/Treasurer 127034 0 26891 0 2964 0 4289 0 7749 0 168927 0 0 0 Anthony Hopp Vice President of External Relations 98590 0 36740 0 4483 0 3477 0 11367 0 154657 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 7 Mileage and travel reimbursements Colton Evans Son of VP of Member Services 60846 Employee compensation 0 Chandler Roth Son of VP IT Services 56120 Employee compensation 0 Alan King Son of VP of Communications 43851 Employee compensation 0 Sam Evans Son of VP of Member Services 41561 Employee compensation 0 Jacob Evans Son of VP of Member Services 36034 Employee compensation 0 Moriah Lansberry Daughter of Exec VP 25520 Employee compensation 0 Ethan Hopp Son of VP of External Relations 17544 Employee compensation 0 Alliance for Health Care Sharing Ministries VP of SMI is President of Alliance 187910 Dues paid 0 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. Form 990, Part VI, Section A, line 7a 6 of the 9 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 11 An independent CPA firm prepares the Form 990. The draft 990 is reviewed in detail by management and general counsel. After any editing from that review, it is provided to the Board of Directors for questions and comments. It is then finalized and filed. 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