2016-05-12T13:10:35-05:00 2015-06-30 363990892 Capin Crouse LLP 972 Emerson Parkway STE A Greenwood IN 46143 990 2014-07-01 371295601 Samaritan Ministries International SAMA 8777642426 6000 N Forest Park Drive Peoria IL 61614 Ted Pittenger President 8777642426 2016-05-12 1 Daren Daiga P01074795 3178852620 2014 2016-08-17 19:52:53Z Ted Pittenger 6000 N Forest Park Drive Peoria IL 61614 31383687 0 X www.samaritanministries.org X 1991 IL A Biblical, non-insurance approach to health care needs; publication of monthly newsletter 9 8 152 190 0 0 19843814 28909056 1798131 2428491 9704 46140 0 0 21651649 31383687 1387199 1560915 0 0 6289243 9219930 0 0 33493 6842004 9052310 14518446 19833155 7133203 11550532 20479793 34309773 7768874 10096374 12710919 24213399 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 14931341 1560915 2428491 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, 2015, was 47,987 households, including 159,630 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 2,400 prayer requests per month. It is mailed monthly to all the members.Prayer Team:A team of 190 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 $137,103,132 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 28,722 medical incidents (injuries or illnesses) during the year. Additionally $1,294,930 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 $649,664. 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 $1,081,743 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 2015, $126,762 was distributed to members to meet these needs. Together this member extra giving assisted 1,788 families. 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 257 families participated in this program, receiving $268,600 in assistance that was provided by reducing the amount of shares they were required to send.VolunteersIn addition to the Prayer Team Volunteers, for the first three months of the fiscal year, one day a month, 10-20+ volunteers came to SMI offices to assist with collating and mailing the 45,000 newsletters, prayer guides, share slips and other information to SMI members. 215983 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 65 patients and their babies, including delivery care- Served a total of 259 women with free prenatal consultations and ultrasounds - Provided 1,189 maternity care appointments and interactions with patients- Offered services at 5 clinic locations around Memphis- Held 5 events where we had booths and offered information and ultrasounds- January, 2015 - Hired full-time Executive Director for Memphis MC- January, 2015 - Hired part-time Practice Manager for Memphis MC- May, 2015 - Hired full-time RN for Memphis MC- On boarded a volunteer administrative assistant, ultrasound technician, nurse practitioner, and obstetrician in FY 2015, all of which ended up being hired in FY 2016.The 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 $46,689. SMI also pays for all legal services for Morning Center, which was $11,785 in the fiscal year. 15147324 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 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 27 0 1 152 1 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 UT WA NH NC WI VA MS MD MN GA IA NV FL AK SC TN WV CO MI HI ND NM X Ray King 8777642426 6000 N Forest Park Drive Peoria IL 61614 Ted Pittenger President, Board Chairman 45.00 X X 184255 0 6705 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 2.00 X 0 0 0 Joseph Musser Director 1.00 X 0 0 0 Bryan Evans VP of Member Services 45.00 1.00 X 140248 0 6361 E Ray King Secretary 40.00 X 138972 0 8938 James Lansberry Executive Vice President 40.00 5.00 X 172649 0 6603 Rodney Roth Vice President IT Services 45.00 X 134120 0 6318 Douglas Winkler Vice President/Treasurer 45.00 X 140675 0 5314 Jonathan Ben-Ezra Controller 45.00 X 103566 0 4710 Anthony Hopp Director of Membership Development 45.00 X 113107 0 5842 1127592 0 50791 8 0 1 0 Zobrist Construction 95 Commerce Dr Morton IL 61550 Construction 1936062 Karis 5113 Southwest Parkway Suite 175 Austin TX 78735 Medical provider/bill negotiations 1711723 8th Light 1232 American Way Libertyville IL 60048 Software development 1204522 Pearl Technologies 1200 East Glenn Avenue Peoria Heights IL 61616 Software development 1107730 Seattle Cancer Care Alliance 925 Eastlake Avenue East Seattle WA 98109 Cancer care for member 594000 18 27476011 1433045 28909056 Fee negotiation rev. 900099 2125600 2125600 Other program income 900099 302891 302891 2428491 46140 46140 31383687 2428491 0 46140 303575 303575 1257340 1257340 1082113 150030 932083 295423 295423 5916222 4618454 1297768 156738 116363 40375 1199863 857747 342116 569571 402836 166735 278186 154902 123284 23883 23883 194676 194676 1003762 554428 449334 1024024 1024024 1564043 1451678 78872 33493 685971 389841 296130 400539 225514 175025 269011 205149 63862 1023551 569943 453608 Fee negotiation expense 2125600 2125600 Morning Center expense 387880 215983 171897 Vehicle 39757 3271 36486 31427 30547 880 19833155 15147324 4652338 33493 2093870 753793 9128881 19381315 1683721 2223116 69494 36264 13064102 1861253 6861454 11202849 504210 609431 138163 103005 20479793 34309773 2370119 2083683 5398755 8012691 7768874 10096374 X 11617611 23341597 1093308 871802 12710919 24213399 20479793 34309773 11550532 -48052 0 X X 0 1 X 1 0 X 3307233 7908424 9958629 19843814 28909056 69927156 3366193 1272514 1630127 1798131 2428491 10495456 6673426 9180938 11588756 21641945 31337547 80422612 2095 672 3446 4648 7100 17961 0 2095 672 3446 4648 7100 17961 80404651 11862 6419 12275 9704 34394 74654 11862 6419 12275 9704 34394 74654 1726 149313 151039 6687014 9336670 11601031 21651649 31371941 80648305 0.99700 0.99600 0.00090 0.00090 X Schedule A, Part III, Line 12, Explanation of Other Income: Other income - 2010 Amount: $ 1,726. 2011 Amount: $ 149,313. 0 1 0 0 1 7000 0 0 0 1 187676 194676 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. 244000 244000 7065640 521586 6544054 2492067 1016113 1475954 3262395 323554 2938841 11202849 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, 2015, 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 Alliance Defending Freedom 15100 North 90th Street Scottsdale AZ 85260 541660459 501(c)(3) 35000 Program Support Dream Center Peoria 714 Hamilton Blvd Peoria IL 61603 522376242 501(c)(3) 37075 Program Support Illinois Family Institute PO Box 88848 Carol Stream IL 60188 371265883 501(c)(3) 10000 Program Support Institute for Creation Research PO Box 59029 Dallas TX 75229 953523177 501(c)(3) 10000 Program Support Creation Ministries International PO Box 350 Powder Springs GA 30127 204588239 501(c)(3) 10000 Program Support Answers in Genesis PO Box 510 Hebron KY 41048 330596423 501(c)(3) 10000 Program Support Lifesong for Orphans Inc 202 N Ford St Gridley IL 61744 351902841 501(c)(3) 10000 Program Support South Side Mission PO Box 5579 Peoria IL 61601 370663572 501(c)(3) 7500 Program Support The Voice of the Martyrs PO Box 443 Bartlesville OK 74005 731395057 501(c)(3) 10000 Program Support Youth for Christ 4100 N Brandywine Dr 5 Peoria IL 61614 350992753 501(c)(3) 10000 Program Support The Morning Center 6000 N Forest Park Drive Peoria IL 61614 461254285 501(c)(3) 150000 Program Support 11 0 Members assistance paying medical bills 1784 1257340 Part I, Line 2: For assistnace paying medical expenses, members send unpaid medical bills they need help paying into SMI's office. The provider is contacted, verifying the bill amount. For the grants to organizations, SMI verifies that the organization maintains its tax exempt status. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 Ted Pittenger President, Board Chairman 157826 0 26429 0 0 0 2129 0 4576 0 190960 0 0 0 James Lansberry Executive Vice President 147325 0 25324 0 0 0 2027 0 4576 0 179252 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. 0 0 0 Colton Evans Son of VP of Member Services 64879 Employee compensation 0 Jacob Evans Son of VP of Member Services 38062 Employee compensation 0 Sam Evans Son of VP of Member Services 51823 Employee compensation 0 Alan King Son of Secretary 52017 Employee compensation 0 Moriah Lansberry Daughter of Exec VP 26618 Employee compensation 0 Chandler Roth Son of VP IT Services 51329 Employee compensation 0 Alliance for Health Care Sharing Ministries VP of SMI is President of Alliance 177982 Dues paid 0 Form 990, Part VI, Section A, line 4 Amendments were adopted in January 2015 adding qualifications to be an officer. 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 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 determine the compensation for all officers on an annual basis. The board relies upon compensation comparability studies and performance reviews in its analysis. The process and decision is documented in the board minutes. Form 990, Part VI, Section C, line 19 The organization's Articles of Incorporation, conflict of interest policy, and 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 1 0 1 1 0 1 0 0 Morning Center B Morning Center L Morning Center N Morning Center O Morning Center Q