2014-05-14T14:21:17-05:00 2013-06-30 363990892 Capin Crouse LLP 972 Emerson Parkway STE A Greenwood IN 46143 990 2012-07-01 371295601 Samaritan Ministries International SAMA 8777642426 6000 N Forest Park Drive Peoria IL 61614 Ted Pittenger 8777642426 2014-05-14 1 David C Moja P00747006 3178852620 2012 2015-11-30 17:44:51Z Ted Pittenger 6000 N Forest Park Drive Peoria IL 61614 11601031 0 X www.samaritanministries.org X 1991 IL A Biblical, non-insurance approach to health care needs 8 7 93 200 0 0 7908424 9958629 1272514 1630127 142921 5275 12811 7000 9336670 11601031 753591 599283 0 0 3535053 4343229 61200 16469 53910 4289309 5764862 8639153 10723843 697517 877188 5574990 6649237 2866227 3125516 2708763 3523721 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 7571529 599283 1630127 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, 2013, was 24,925, including 83,359 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 up to 100 different versions of the Prayer Guide are prepared, and each member household receives one of the versions. The Guide averages about 25 prayer requests each, so over 2,500 prayer requests per month were being shared by the end of the fiscal year. It is mailed monthly to all the members.Prayer Team:A team of 169 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 $86,376,826 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 14,825 medical incidents (injuries or illnesses) during the year. Additionally $531,330 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 $199,578.62. 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 $241,681 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 2012, $133,340 was distributed to meet these needs. Together this member extra giving assisted 908 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 175 families participated in this program, receiving 158,653 in assistance that was provided by reducing the amount of shares they were required to send, and 92 families received $15,840 in cash grants from restricted funds donated for this purpose.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 25,000 newsletters, prayer guides, share slips and other information to SMI members. 167737 Morning Center Activities:The Morning Center project to provide free maternity care to underserved women continued to progress during the fiscal year. 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. A website was developed (www.morningcentermemphis.org); a director and a certified nurse midwife for the Memphis Morning Center was hired, a contract with an obstetrician was signed, the mobile Morning Center van was equipped, and arrangements were being made with several sites in Memphis for seeing pregnant women. As the year came to a close it was envisioned that the Memphis Morning Center would be fully operational and seeing patients in August 2013 which in fact did occur.A separate not for profit corporation has been set up to operate Morning Center whose Board is chosen by SMI. The Morning Center Board had its first meeting in May 2013.SMI Support:The President of Morning Center is SMI Executive V.P. James Lansberry.(10% of time devoted to Morning Center) The Treasurer of Morning Center is a full-time employee of SMI (70% of his time devoted to Morning Center), and the secretary and National Project Manager is a part time SMI employee (100% of time devoted to Morning Center). All of Morning Center's general office and administrative activities occurred out of SMI's headquarters with no charge to Morning Center. (Occupancy cost proration estimated at $18,000). Various members of the SMI Communication Dept. also worked on Morning Center projects on occasion. All monies donated for the Morning Center went for the direct expense of setting up the Memphis Morning Center or were transferred to the Morning Center account ($50,000) except for $1,332 in restricted funds at year end. SMI Employees doing work for Morning Center were paid from SMIs general funds (By prorated allocation of time estimated at $64,350.)Almost all of the legal services of Morning Center provided through the firm of SMIs General Counsel were paid from SMIs general funds. ($5,922.25)The SMI Board had allowed the Morning Center a no interest line of credit with SMI of $100,000, which was full extended during the year but the balance of which was zero on 6/30/13. 7739266 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 17 0 1 93 1 0 0 0 0 0 0 0 0 0 0 X 8 7 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 0 1 1 0 X James Lansberry 8777642426 6000 N Forest Park Drive Peoria IL 61614 Ted Pittenger 45.00 X X 129755 0 5286 William Kurth 2.00 X X 0 0 0 Jamie Pyles part year 1.00 X 0 0 0 Richard Driggers 1.00 X 0 0 0 Daniel Coughlin 1.00 X 0 0 0 Kevin Holst 2.00 X 0 0 0 Chris King 2.00 X 0 0 0 Keith Bradshaw 1.00 X 0 0 0 Daniel Ryken 4.00 X 0 0 0 James Lansberry 45.00 5.00 X 111220 0 4815 Bryan Evans 45.00 1.00 X 91340 0 4272 E Ray King 40.00 X 108709 0 4606 Johnny Arrington 40.00 X 78437 0 3714 Jonathan Ben-Ezra 47.00 X 71700 0 2773 591161 0 25466 3 0 0 0 Karis 5113 Southwest Parkway Suite 175 Austin TX 78735 Medical provider/bill negotiations 1479820 Brandt PO Box 2673 Davenport IA 52809 Printing Services 421469 J Brian Heller PC 200 Walnut Street Washington IL 61571 Legal Services 292456 Pearl Technologies 1200 East Glenn Avenue Peoria Heights IL 61616 IT services 278103 Concurrency 3190 Gateway Road Brookfield WI 53045 IT services 260117 12 8987809 970820 9958629 Fee negotiation revenu 900099 1448237 1448237 Other income 900099 181890 181890 1630127 5275 5275 7000 0 7000 7000 7000 11601031 1630127 0 12275 6000 6000 593283 593283 775530 168883 606647 232492 232492 2814988 1937426 877562 61428 44066 17362 175825 106381 69444 282966 173741 109225 244844 195875 48969 18500 14800 3700 185890 185890 16469 16469 40892 14835 26057 450908 450908 903831 554952 312564 36315 124427 76398 48029 1637442 1005389 632053 146593 90008 56585 230174 141327 88847 21681 13312 8369 Fee negotiation expense 1424869 1424869 Morning Center expense 167737 167737 Public Policy 59096 59096 Vehicle expense 35492 21792 13700 72486 59806 11554 1126 10723843 7739266 2930667 53910 151581 405815 2088820 1823246 200077 170283 70131 64498 4358739 793426 2926268 3565313 495128 132316 124954 5797 5574990 6649237 883762 925780 1982465 2199736 2866227 3125516 X 2009458 2733594 699305 790127 2708763 3523721 5574990 6649237 877188 -62230 0 X X 0 1 X 1 0 X 253715 517314 3307233 7908424 9958629 21945315 4112604 4990911 3366193 1272514 1630127 15372349 4366319 5508225 6673426 9180938 11588756 37317664 0 0 0 37317664 10229 11333 11862 6419 12275 52118 10229 11333 11862 6419 12275 52118 975 2411 1726 149313 154425 4377523 5521969 6687014 9336670 11601031 37524207 0.99450 0.99300 0.00140 0.00180 X 0 1 0 1 750 1 5087 0 1 4506 0 1 175547 185890 0 Explanation of Lobbying Activities: 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 shring ministries, and a portion of the dues were used for lobbying. 244000 244000 2665782 106445 2559337 650471 378310 272161 798486 308671 489815 3565313 X 10113932 -62230 -62230 10176162 1424869 1424869 11601031 9298974 0 9298974 1424869 1424869 10723843 Description of Uncertain Tax Positions Under FIN 48: 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, 2013, 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. Part XI, Line 4b - Other Adjustments: Fee negotiation expense reported net on audited financial statements 1,424,869. Part XII, Line 4b - Other Adjustments: Fee negotiation expense reported net on audited financial statements 1,424,869. X X X X X 1 Burt Stouffer 603 Lowe Branch Centerville TN 37033 Contact donors 0 0 16469 -16469 16469 -16469 IL TN 1 Alliance Defense Fund 15100 North 90th Street Scottsdale AZ 85260 541660459 501 (c) 3 6000 To assist in their cause 1 0 Member assistance paying monthly shares 92 15840 Members with unequal medical bills 908 577443 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, 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. David Arington Son of Chaplain 18079 Employee compensation 0 Josiah Arington Son of Chaplain 35765 Employee compensation and benefits 0 Micelle Arington Daughter of Chaplain 16433 Employee compensation 0 Seth Ben-Ezra Brother of Assistance Treasurer 65263 Employee compensation and benefits 0 Colton Evans Son of Vice President Operations 41695 Employee compensation and benefits 0 Jacob Evans Son of Vice President Operations 16503 Employee compensation 0 Sam Evans Son of Vice President Operations 29258 Employee compensation and benefits 0 Form 990, Part VI, Section A, line 2 The Chaplain's son and Secretary's daughter have a family relationship. Form 990, Part VI, Section A, line 6 Memberships are by household: single, couple, family, and single parent family. They cast weighted votes by household type. Each household pays the same annual dues. Form 990, Part VI, Section A, line 7a 4 of the 6 then current members of the governing board were elected by the members after nomination by members and a mail in vote with the plurality of the weighted votes cast required to win. 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 interested person with a potential conflict would abstain from voting. Form 990, Part VI, Section B, line 15 The independent members of the board determines 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. Written Document Retention and Destruction Policy Form 990, Part VI, Section B, Line 14 Subsequent to year end, the organization adopted a written document retention and destruction policy. Therefore, this Line 14 will be answered yes on the 6/30/14 Form 990. Explanation of Responsibility 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 1 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0