2014-04-25T15:59:52-05:00 2013-12-31 Kundinger Corder & Engle PC 475 Lincoln Street Suite 200 Denver CO 80203 990 2013-01-01 310951606 Samaritan Institute Inc SAMA 3036910144 2696 S Colorado Blvd No 380 Denver CO 80222 Robert Leivers President/CEO 3036910144 2014-04-25 1 Lori Anne Reinwald CPA P01388434 3035345953 2013 2015-11-30 17:44:51Z Rev Robert Leivers 2696 S Colorado Blvd No 380 Denver CO 80222 1803105 0 X www.samaritaninstitute.org X 1978 CO See Part III, line 1. 20 20 12 0 0 0 122083 1377051 475850 400081 3743 3204 0 0 601676 1780336 0 0 0 0 609347 558619 0 0 69853 328877 267732 938224 826351 -336548 953985 727556 1691479 10300 20238 717256 1671241 The Samaritan Institute's mission is to help affiliated Centers provide team-oriented, cost-efficient counseling, education and consultation which emphasize the interrelatedness of body, mind, spirit, and community. 0 0 288405 0 393116 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. 140719 0 6965 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. 139183 0 0 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. 568307 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 12 1 0 0 0 0 0 1 1 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X Denise Magoto 3036910144 2696 S Colorado Blvd Suite 380 Denver CO 80222 Michael Severns Chair 2.00 X X 0 0 0 James Mack Chair Elect 2.00 X X 0 0 0 Nan Williamson Secretary 2.00 X X 0 0 0 James Taucher Treasurer 2.00 X X 0 0 0 Donna Bates Boucher Member 1.00 X 0 0 0 Randall Bellows Member 1.00 X 0 0 0 Robert Daugherty Jr Member 1.00 X 0 0 0 Paula L Domenici Member 1.00 X 0 0 0 Nancy Gary Member 1.00 X 0 0 0 Frederick Grover Member 1.00 X 0 0 0 John Houlihan IV Member 1.00 2.00 X 0 0 0 Margaret Jones Member 1.00 X 0 0 0 Charles Kercheval Member 1.00 X 0 0 0 William Maniatis Member 1.00 X 0 0 0 Casper Martin Member 1.00 X 0 0 0 Grover Mims III Member 1.00 X 0 0 0 Thomas Rogers Member 1.00 X 0 0 0 Judy Schultz Member 1.00 X 0 0 0 Thomas Shields Jr Member 1.00 X 0 0 0 Douglas Spuler Member 1.00 X 0 0 0 Robert Leivers President/CEO 40.00 X 88850 0 55979 Nancy Devor VP resigned in March 2013 40.00 X 0 0 23253 Paul Bretz Chief Operating Officer 40.00 X 100400 0 37814 Denise Magoto Exec. Coord/bookkeeper 40.00 X 39201 0 8796 228451 0 125842 1 0 0 0 0 49404 25830 1301817 1377051 Affiliation fees 990009 378616 378616 Center development fee 990009 14500 14500 Education & conf. fees 990009 6965 6965 400081 3204 3204 22769 49404 22769 0 1780336 400081 0 3204 354293 232967 75850 45476 182252 145198 34747 2307 1201 888 313 3885 3885 16988 12015 3480 1493 66081 27280 37661 1140 35449 25365 7057 3027 1242 893 244 105 20006 14150 4098 1758 74013 53196 14568 6249 22220 19173 3047 2338 1654 479 205 10447 7389 2140 918 Leadership Consultation 18458 18458 0 0 Miscellaneous 12431 3084 2509 6838 Membership 5047 2712 1998 337 826351 568307 188191 69853 8335 19760 696359 1392148 5000 250000 4069 17940 5745 2751 28043 19163 8048 8880 727556 1691479 10300 3481 16757 10300 20238 X 694309 720456 22947 950785 717256 1671241 727556 1691479 953985 0 X X 0 1 X 1 0 X 229992 842629 41715 122083 1377051 2613470 558092 550417 534094 475850 400081 2518534 788084 1393046 575809 597933 1777132 5132004 227877 831225 55157 56019 1339216 2509494 25054 27845 34721 26963 114583 252931 859070 89878 82982 1339216 2624077 2507927 18149 5988 6249 3743 3204 37333 18149 5988 6249 3743 3204 37333 806233 1399034 582058 601676 1780336 5169337 0.48520 0.62390 0.00720 0.01830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15329 7463 7866 12714 11700 1014 8880 X Part X, Line 2: 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, 2010. Awards Dinner 72173 49404 22769 3023 18794 952 72173 49404 22769 3023 18794 952 22769 0 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. Samaritan Institute Foundation 2696 S Colorado Blvd Suite 380 Denver CO 80222 841611496 Further the mission of Samaritan Institute CO 501(c)3 Line 11a, I N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 Samaritan Institute Foundation C 25830 FMV Samaritan Institute Foundation Q 5000 FMV