SOLIHTEN INSTITUTE INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SOLIHTEN INSTITUTE INC (EIN 31-0951606)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-13
- IRS object ID
- 201521339349303007
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-13T12:31:35-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kundinger Corder & Engle PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 Lincoln Street Suite 200 | AddressLine1Txt |
| City | Denver | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310951606 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Samaritan Institute Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAMA | BusinessNameControlTxt |
| Phone | 3036910144 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2696 S Colorado Blvd No 380 | AddressLine1Txt |
| City | Denver | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80222 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Wayne Albrecht | PersonNm |
| Person Title | Interim President/CEO | PersonTitleTxt |
| Phone | 3036910144 | PhoneNum |
| Signature | 2015-04-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lori Anne Reinwald CPA | PreparerPersonNm |
| PTIN | P01388434 | PTIN |
| Phone | 3035345953 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Wayne Albrecht | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2696 S Colorado Blvd No 380 | AddressLine1Txt |
| City | Denver | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $499,499 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.samaritaninstitute.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1978 | FormationYr |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Activity Or Mission | Provide Samaritan Centers counseling, education and consultation. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 15 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,377,051 | PYContributionsGrantsAmt |
| CY Contributions Grants | $105,821 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $400,081 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $391,178 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,204 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,500 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,780,336 | PYTotalRevenueAmt |
| CY Total Revenue | $499,499 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $558,619 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $656,106 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $60,922 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $267,732 | PYOtherExpensesAmt |
| CY Other Expenses | $340,583 | CYOtherExpensesAmt |
| PY Total Expenses | $826,351 | PYTotalExpensesAmt |
| CY Total Expenses | $996,689 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $953,985 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$497,190 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,691,479 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,186,170 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $20,238 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,119 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,671,241 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,174,051 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Provide Samaritan Centers counseling, education and consultation. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $302,227 | ExpenseAmt |
| Revenue | $387,708 | RevenueAmt |
| Desc | Accreditation and Consultation: Each affiliated Center must be accredited by the Samaritan Institute every four years to ensure that affiliated Centers maintain sound organizational structures, efficient management and administration, high quality clinical processes, careful financial and personnel practices, and professional accountability. Consultation is available to each affiliated Center for various types of support. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $173,756 | ExpenseAmt |
| Revenue | $3,470 | RevenueAmt |
| Desc | Education and conference: Professional staff members from the Institute visit affiliated Centers on a regular basis to provide education, lead workshops and retreats, and support Center development in other ways. A multitude of resources are available to all affiliate Centers. A national conference is held on an annual basis to bring leaders from all affiliated Centers together for educational sessions, brainstorming, workshops, forums, and networking events. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $230,110 | ExpenseAmt |
| Desc | Clergy and Congregation Care: This program is a research, development, and training effort to help Samaritan Centers nationwide serve clergy, congregations, and judicatories. Their five regional collaboratives include clergy groups, clergy assessment, coaching, consultation, education, and spiritual direction. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $706,093 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 15 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kristen Nelson | PersonNm |
| Phone | 3036910144 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2696 S Colorado Blvd Suite 380 | AddressLine1Txt |
| City | Denver | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80222 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Michael Severns | ||||||
| Past Chair | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| James Mack | ||||||
| Chair | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Margaret Jones | ||||||
| Secretary | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| James Taucher | ||||||
| Treasurer | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Donna Bates Boucher | ||||||
| Member | 1.50 | Yes (X) | $0 | $0 | $0 | |
| Randall Bellows | ||||||
| Member | 1.50 | Yes (X) | $0 | $0 | $0 | |
| Robert Daugherty Jr | ||||||
| Member | 1.50 | Yes (X) | $0 | $0 | $0 | |
| Paula L Domenici | ||||||
| Member | 1.50 | Yes (X) | $0 | $0 | $0 | |
| Keith Sheffield | ||||||
| Member | 1.50 | Yes (X) | $0 | $0 | $0 | |
| Beverly Shrumm | ||||||
| Member | 1.50 | Yes (X) | $0 | $0 | $0 | |
| John Houlihan IV | ||||||
| Member | 1.50 | Yes (X) | $0 | $0 | $0 | |
| Naomi O Harris | ||||||
| Member | 1.50 | Yes (X) | $0 | $0 | $0 | |
| William Maniatis | ||||||
| Member | 1.50 | Yes (X) | $0 | $0 | $0 | |
| Casper Martin | ||||||
| Member | 1.50 | Yes (X) | $0 | $0 | $0 | |
| Grover Mims III | ||||||
| Member | 1.50 | Yes (X) | $0 | $0 | $0 | |
| Thomas Rogers | ||||||
| Member | 1.50 | Yes (X) | $0 | $0 | $0 | |
| Thomas Shields | ||||||
| Member | 1.50 | Yes (X) | $0 | $0 | $0 | |
| Judy Schultz | ||||||
| Member | 1.50 | Yes (X) | $0 | $0 | $0 | |
| Joseph A Fortna | ||||||
| Member | 1.50 | Yes (X) | $0 | $0 | $0 | |
| Douglas Spuler | ||||||
| Member | 1.50 | Yes (X) | $0 | $0 | $0 | |
| Robert Leivers | ||||||
| President/CEO | 40.00 | Yes (X) | $101,201 | $0 | $47,241 | |
| Paul Bretz | ||||||
| COO, Termed April 2014 | 40.00 | Yes (X) | $68,004 | $0 | $35,677 | |
| Denise Magoto | ||||||
| Bookkeeper, Termed June 2014 | 40.00 | Yes (X) | $18,051 | $0 | $2,580 | |
| Kristen Nelson | ||||||
| Office Administrator | 40.00 | Yes (X) | $20,294 | $0 | $3,295 | |
| Kelly Arora | ||||||
| VP for Center Resources | 40.00 | Yes (X) | $64,708 | $0 | $1,941 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $272,258 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $90,734 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $2,200 | FundraisingAmt |
| Related Organizations | $30,853 | RelatedOrganizationsAmt |
| All Other Contributions | $72,768 | AllOtherContributionsAmt |
| Total Contributions | $105,821 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Affiliation fees | 990009 | $376,108 | $376,108 |
| Center development fee | 990009 | $11,600 | $11,600 |
| Education & conf. fees | 990009 | $3,470 | $3,470 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $391,178 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,500 | TotalRevenueColumnAmt |
| Exclusion | $2,500 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,200 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $499,499 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $391,178 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,500 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $362,991 | TotalAmt |
| Program Services | $208,998 | ProgramServicesAmt |
| Management And General | $104,997 | ManagementAndGeneralAmt |
| Fundraising | $48,996 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $254,668 | TotalAmt |
| Program Services | $218,922 | ProgramServicesAmt |
| Management And General | $35,367 | ManagementAndGeneralAmt |
| Fundraising | $379 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,750 | TotalAmt |
| Program Services | $963 | ProgramServicesAmt |
| Management And General | $787 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,744 | TotalAmt |
| Program Services | $8,335 | ProgramServicesAmt |
| Management And General | $154 | ManagementAndGeneralAmt |
| Fundraising | $255 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,953 | TotalAmt |
| Program Services | $19,456 | ProgramServicesAmt |
| Management And General | $6,288 | ManagementAndGeneralAmt |
| Fundraising | $2,209 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,244 | TotalAmt |
| Program Services | $36,737 | ProgramServicesAmt |
| Management And General | $31,151 | ManagementAndGeneralAmt |
| Fundraising | $1,356 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,018 | TotalAmt |
| Program Services | $30,445 | ProgramServicesAmt |
| Management And General | $8,565 | ManagementAndGeneralAmt |
| Fundraising | $3,008 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,202 | TotalAmt |
| Program Services | $1,533 | ProgramServicesAmt |
| Management And General | $495 | ManagementAndGeneralAmt |
| Fundraising | $174 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,671 | TotalAmt |
| Program Services | $17,868 | ProgramServicesAmt |
| Management And General | $5,775 | ManagementAndGeneralAmt |
| Fundraising | $2,028 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,866 | TotalAmt |
| Program Services | $56,604 | ProgramServicesAmt |
| Management And General | $16,262 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,831 | TotalAmt |
| Program Services | $57,070 | ProgramServicesAmt |
| Management And General | $11,761 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,839 | TotalAmt |
| Program Services | $1,976 | ProgramServicesAmt |
| Management And General | $639 | ManagementAndGeneralAmt |
| Fundraising | $224 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,585 | TotalAmt |
| Program Services | $6,672 | ProgramServicesAmt |
| Management And General | $2,156 | ManagementAndGeneralAmt |
| Fundraising | $757 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Leadership Consultation | $31,679 | $31,679 | ||
| Training | $7,082 | $4,929 | $1,593 | $560 |
| Membership | $4,743 | $2,427 | $2,040 | $276 |
| Miscellaneous | $3,823 | $1,479 | $1,644 | $700 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $996,689 | TotalAmt |
| Program Services | $706,093 | ProgramServicesAmt |
| Management And General | $229,674 | ManagementAndGeneralAmt |
| Fundraising | $60,922 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,760 | BOYAmt |
| EOY | $1,399 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,392,148 | BOYAmt |
| EOY | $1,030,669 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,000 | BOYAmt |
| EOY | $125,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,940 | BOYAmt |
| EOY | $5,973 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,751 | BOYAmt |
| EOY | $17,088 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $28,043 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $22,002 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,880 | BOYAmt |
| EOY | $6,041 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,691,479 | BOYAmt |
| EOY | $1,186,170 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,481 | BOYAmt |
| EOY | $3,477 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,757 | BOYAmt |
| EOY | $8,642 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,238 | BOYAmt |
| EOY | $12,119 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $720,456 | BOYAmt |
| EOY | $560,753 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $950,785 | BOYAmt |
| EOY | $613,298 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,671,241 | BOYAmt |
| EOY | $1,174,051 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,691,479 | BOYAmt |
| EOY | $1,186,170 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$497,190 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $842,629 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,715 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $122,083 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,377,051 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $105,821 | CurrentTaxYearAmt |
| Total | $2,489,299 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $550,417 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $534,094 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $475,850 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $400,081 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $391,178 | CurrentTaxYearAmt |
| Total | $2,351,620 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,393,046 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $575,809 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $597,933 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,777,132 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $496,999 | CurrentTaxYearAmt |
| Total | $4,840,919 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $831,225 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $55,157 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $56,019 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,339,216 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $55,042 | CurrentTaxYearAmt |
| Total | $2,336,659 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,845 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,721 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,963 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,538 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $60,882 | CurrentTaxYearAmt |
| Total | $181,949 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $859,070 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $89,878 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $82,982 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,370,754 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $115,924 | CurrentTaxYearAmt |
| Total | $2,518,608 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $2,322,311 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,988 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,249 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,743 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,204 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,500 | CurrentTaxYearAmt |
| Total | $21,684 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,988 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,249 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,743 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,204 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,500 | CurrentTaxYearAmt |
| Total | $21,684 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,399,034 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $582,058 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $601,676 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,780,336 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $499,499 | CurrentTaxYearAmt |
| Total | $4,862,603 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.47760 | PublicSupportCY509Pct |
| Public Support PY509 | 0.48520 | PublicSupportPY509Pct |
| Investment Income CY | 0.00450 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00720 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,329 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,127 | DepreciationAmt |
| Book Value | $5,202 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,714 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,875 | DepreciationAmt |
| Book Value | $839 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,041 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | Management is required to evaluate tax positions taken by the Institute and to recognize a tax liability if the Institute has taken an uncertain position that probably would not be sustained upon examination by taxing authorities. The Institute believes that it has appropriate support for any tax positions taken and that none would require recognition of a liability or disclosure in the financial statements. The Institute is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Management believes the Institute is no longer subject to income tax examinations for years prior to December 31, 2011. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 4 | The following changes were made to the bylaws: The maximum number of board members was reduced from 36 to 25 members. The board will consist of about one half community members and one half executive directors of Samaritan Centers. The nominating committee shall vet nominees and present recommendations to the board for election. The nominating committee will also nominate board officers and committee chairs for the board of directors. |
| Form 990, Part VI, Section B, line 11 | The Form 990 is provided to the entire board of directors for review before it is submitted to the IRS. |
| Form 990, Part VI, Section B, line 12c | A copy of the conflict of interest policy is provided to all board members and key employees. Board members and key employees are required to disclose annually in writing any potential conflicts of interest. If a conflict were to arise that board member must abstain from voting on the matter. |
| Form 990, Part VI, Section B, line 15 | The Executive Committee of the Board of Directors selects a salary review committee ("the committee") comprised of board members to review the compensation of all staff. The committee obtained relevant salary information from Mountain States Employers Council for staff positions. The committee's recommendations were incorporated into the annual budget which was reviewed by the Executive Committee and approved by the full Board of Directors. |
| Form 990, Part VI, Section C, line 19 | The organizational and tax documents are made available to the public upon request. |
| Form 990, Part XII, Line 2c: | The finance committee is responsible for selecting and approving the independent auditor. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Samaritan Institute Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2696 S Colorado Blvd Suite 380 | AddressLine1Txt |
| City | Denver | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841611496 | EIN |
| Primary Activities | Further the mission of Samaritan Institute | PrimaryActivitiesTxt |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Exempt Code Section | 501(c)3 | ExemptCodeSectionTxt |
| Public Charity Status | Line 11a, I | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Samaritan Institute Foundation | ||
| C | $30,853 | FMV |
| Samaritan Institute Foundation | ||
| Q | $5,000 | FMV |
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