2015-04-14T12:15:27-05:00 2014-06-30 363990892 Capin Crouse LLP 972 Emerson Parkway STE A Greenwood IN 46143 990 2013-07-01 371295601 Samaritan Ministries International SAMA 8777642426 6000 N Forest Park Drive Peoria IL 61614 Ted Pittenger President 8777642426 2015-04-14 1 Daren Daiga P01074795 3178852620 2013 2016-02-25 16:41:14Z Ted Pittenger 6000 N Forest Park Drive Peoria IL 61614 21651649 0 X www.samaritanministries.org X 1991 IL A Biblical, non-insurance approach to health care needs; publication of monthly newsletter 9 8 110 190 0 0 9958629 19843814 1630127 1798131 5275 9704 7000 0 11601031 21651649 599283 1387199 0 0 4343229 6289243 16469 0 89152 5764862 6842004 10723843 14518446 877188 7133203 6649237 20479793 3125516 7768874 3523721 12710919 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 11160934 1387199 1798131 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, 2014, was 36,330, including 121,432 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 3,000 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 one employee as coordinator, act as a "Rapid Response Prayer Team". The team averages one to two requests a day. 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 $90,944,197 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 17,031 medical incidents (injuries or illnesses) during the year. Additionally $697,725 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 $770,814. 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 $371,569 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 2014, $634,166 was distributed to members to meet these needs. Together this member extra giving assisted 1,802 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 187 families participated in this program, receiving $218,000 in assistance that was provided by reducing the amount of shares they were required to send.VolunteersIn addition to the Prayer Team Volunteers, one day a month 10-20+ volunteers come to SMI offices to assist with collating and mailing the 35,000 newsletters, prayer guides, share slips and other information to SMI members. 217636 Morning Center Activities: The Morning Center project goal 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. 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:- 14 babies born to patients- Helped 26 moms by providing free, full-service maternity care - Served 169 women with free prenatal consultations and ultrasounds - Provided 618 maternity care appointments (November 2014 stat)- Held 5 Events where we had booths and offered information and ultrasounds.- July, 2013 - Hired OBGYN and Medical Director for Memphis MC- August, 2013 - Razoo.com campaign to raise money for medical equipment, ultrasound tables, and printers- September, 2013 - Memphis MC staff began seeing patients- November, 2013 - Memphis MCU operating in 3 locations in Memphis. - November, 2013 - Partnership began with MidSouth Love Home (Maternity Home)- December, 2013 - Hired as Memphis MC Administrative Assistant- January 25, 2014 - First Morning Center baby (boy) born - February, 2014 - Partnership with ROSE Initiative- March 20, 2014 - First Morning Center Postpartum visit- June, 2014 - Set up Amazon Wish List- June, 2014 - Project Specialist hiredThe 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. 11378570 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 0 0 0 0 0 0 1 0 0 0 1 20 0 1 110 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 X James Lansberry 8777642426 6000 N Forest Park Drive Peoria IL 61614 Ted Pittenger President, Board Chairman 45.00 X X 143457 0 7808 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 Vice President Operations 45.00 1.00 X 107952 0 5601 E Ray King Secretary 40.00 X 114838 0 7979 Johnny Arrington Chaplain 40.00 X 80765 0 4175 Jonathan Ben-Ezra Asst Treasurer 47.00 X 75972 0 2365 James Lansberry Executive Vice President 40.00 5.00 X 129275 0 6920 Rodney Roth Vice President IT Services 45.00 X 114633 0 2163 Douglas Winkler Vice President/Treasurer 45.00 X 11604 0 175 778496 0 37186 5 0 1 0 Karis 5113 Southwest Parkway Suite 175 Austin TX 78735 Medical provider/bill negotiations 2182236 Zobrist Construction 95 Commerce Dr Morton IL 61550 Construction 1006718 Pearl Technologies 1200 East Glenn Avenue Peoria Heights IL 61616 IT consulting 852646 8th Light 1232 American Way Libertyville IL 60048 IT consulting 838081 The Brandt Company PO Box 2673 Davenport IA 52809 Printing Services 404652 13 17911115 1932699 19843814 Fee negotiation revenu 900099 1785787 1785787 Other income 900099 12344 12344 1798131 9704 9704 21651649 1798131 0 9704 381464 381464 1005735 1005735 945094 177989 767105 315399 315399 4168596 3373515 793581 1500 122148 90576 31572 324343 194579 129764 413663 288019 125644 246578 246578 13775 13775 146804 146804 217494 66562 150932 562253 562253 1197440 1082186 69360 45894 199917 117089 82828 699862 413894 285968 168974 97249 71725 330293 193449 136844 38175 26115 12060 Fee negotiation expense 1785787 1785787 Bad Debt Expense 591480 591480 Training 151122 59924 91198 Morning Center expense 72204 30446 41758 419846 378056 41790 14518446 11378570 3050724 89152 405815 2093870 1823246 9426574 170283 1683721 64498 69494 7707345 845891 3565313 6861454 495128 206517 124954 138163 6649237 20479793 925780 2370119 2199736 5398755 3125516 7768874 X 2733594 11617611 790127 1093308 3523721 12710919 6649237 20479793 7133203 19019 2034976 0 X X 0 1 X 1 0 X 517314 3307233 7908424 9958629 19843814 41535414 4990911 3366193 1272514 1630127 1798131 13057876 5508225 6673426 9180938 11588756 21641945 54593290 2541 2095 672 3446 4648 13402 0 2541 2095 672 3446 4648 13402 54579888 11333 11862 6419 12275 9704 51593 11333 11862 6419 12275 9704 51593 2411 1726 149313 153450 5521969 6687014 9336670 11601031 21651649 54798333 0.99600 0.99450 0.00090 0.00140 X 0 1 0 1 800 1 5935 0 1 3940 0 1 136129 146804 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 state insurance commissioners. 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 3557126 202814 3354312 1725744 643077 1082667 2180475 2180475 6861454 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, 2014, 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 Defense Fund 15100 North 90th Street Scottsdale AZ 85260 541660459 501(c)(3) 10000 To assist in their cause Bible Church of Little Rock 19111 Contrell Road Little Rock AR 72223 710446087 501(c)(3) 10000 To assist in their cause Women's Care Center 7319 North University Peoria IL 61614 261682086 501(c)(3) 10000 To assist in their cause The Morning Center 501(c)(3) 329063 To assist in their cause 3 0 Members assistance paying medical bills 1802 1005735 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. Assitance for paying monthly shares, the member who is to recieve the share verifies to SMI receipt thereof. For the grants to organizations, SMI verifies that the organization maintains its tax exempt status. X X 0 0 0 0 0 0 0 0 0 Ted Pittenger President, Board Chairman 143457 0 0 0 0 0 4753 0 3055 0 151265 0 0 0 David Arington Son of Chaplain 21025 Employee compensation 0 Josiah Arington Son of Chaplain 37365 Employee compensation 0 Michelle Arington Daughter of Chaplain 21497 Employee compensation 0 Seth Ben-Ezra Brother of Asst Treas 65470 Employee compensation 0 Colton Evans Son of VP Operations 44096 Employee compensation 0 Jacob Evans Son of VP Operations 26674 Employee compensation 0 Sam Evans Son of VP Operations 33079 Employee compensation 0 Alan King Son of Secretary 14354 Employee compensation 0 Moriah Lansberry Daughter of Exec VP 13923 Employee compensation 0 Chandler Roth Son of VP IT Services 29355 Employee compensation 0 Alliance for Health Care Sharing Ministries VP of SMI is President of Alliance 180613 Dues paid 0 Form 990, Part VI, Section A, line 4 The number of Board members were expanded from five to nine, six of which are elected at large by and from the membership. The Founder and President and his two appointees (who must also be members) fill the other 3 seats. When the Founder is no longer serving, then the 3 unelected seats will be filled by nominations of members by the corporate officers, with 2 selected by the six elected members, and the third position by whomever is serving as President. The number and titles of the officers were changed - there are now five vice-presidents. 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. If an issue were to arise at a board meeting, the person with a potential conflict would abstain from voting. 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 These documents are available upon request. 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 572365396 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