SAMARITAN MINISTRIES INTERNATIONAL: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SAMARITAN MINISTRIES INTERNATIONAL (EIN 37-1295601)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-12
- IRS object ID
- 202631329349304398
- Schema version
- 2024v5.5
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T14:31:53-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 SW ADAMS STREET SUITE 1000 | AddressLine1Txt |
| City | PEORIA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 371295601 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAMARITAN MINISTRIES INTERNATIONAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAMA | BusinessNameControlTxt |
| Phone | 8777642426 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6000 N FOREST PARK DRIVE | AddressLine1Txt |
| City | PEORIA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61614 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES TAGGART | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 8777642426 | PhoneNum |
| Signature | 2026-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SAMUEL A CIGELNIK | PreparerPersonNm |
| PTIN | P00324762 | PTIN |
| Phone | 3096714500 | PhoneNum |
| Preparation | 2026-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES TAGGART | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6000 N FOREST PARK DRIVE | AddressLine1Txt |
| City | PEORIA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $131,628,429 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SAMARITANMINISTRIES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | A BIBLICAL, NON-INSURANCE APPROACH TO HEALTH CARE NEEDS; PUBLICATION OF MONTHLY NEWSLETTER. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 463 | TotalEmployeeCnt |
| Total Volunteers | 8 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $53,468,309 | PYContributionsGrantsAmt |
| CY Contributions Grants | $72,188,602 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $852,866 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,186,100 | CYInvestmentIncomeAmt |
| PY Other Revenue | $32,543 | PYOtherRevenueAmt |
| CY Other Revenue | $39,791 | CYOtherRevenueAmt |
| PY Total Revenue | $54,353,718 | PYTotalRevenueAmt |
| CY Total Revenue | $73,414,493 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,651,218 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,472,170 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $34,591,138 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $41,737,768 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $28,612 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,818,174 | PYOtherExpensesAmt |
| CY Other Expenses | $16,217,086 | CYOtherExpensesAmt |
| PY Total Expenses | $51,060,530 | PYTotalExpensesAmt |
| CY Total Expenses | $59,427,024 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,293,188 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $13,987,469 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $55,943,448 | TotalAssetsBOYAmt |
| Total Assets EOY | $60,966,577 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $18,148,287 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,597,614 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $37,795,161 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $51,368,963 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO REDEEM HEALTH CARE BY HELPING THE BODY OF CHRIST LOVE ONE ANOTHER THROUGH SHARING EACH OTHER'S HEALTH CARE BURDENS WHILE EXPERIENCING AUTHENTIC BIBLICAL COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $38,448,013 | ExpenseAmt |
| Grant | $1,472,170 | GrantAmt |
| Revenue | $36,191 | RevenueAmt |
| Desc | SAMARITAN MINISTRIES INTERNATIONAL (SMI) IS A RELIGIOUS COMMUNITY MADE UP OF MEMBER HOUSEHOLDS DEDICATED TO THE CHRISTIAN GREAT COMMISSION AND APPLYING THOSE PRINCIPLES 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 BARRIER DUE TO AGE, PHYSICAL CONDITION, OR PRIOR AILMENTS. A SIGNIFICANT PORTION OF OUR MEMBERS ARE SUBSISTING ON VERY LOW INCOME, AND ALMOST ALL MEMBER HOUSEHOLDS HAVE NO HEALTH INSURANCE. TOTAL MEMBERSHIP HOUSEHOLDS AS OF JUNE 30, 2025, WAS 77,809 HOUSEHOLDS, INCLUDING ABOUT 265,300 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. 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 1,000 PRAYER REQUESTS PER MONTH. IT IS MAILED MONTHLY TO ALL THE MEMBERS. 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 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 $432,400,000 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 135,581 MEDICAL INCIDENTS (INJURIES OR ILLNESSES) DURING THE YEAR. ADDITIONALLY $14,722,066 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 REGULAR SHARING GUIDELINES, AND ENCOURAGES EXTRA GIVING TO MEET THAT NEED. DUE TO THESE FUNDS FLOWING DIRECTLY MEMBER TO MEMBER SAMARITAN MINISTRIES IS DEPENDENT ON THE MEMBERS REPORTING WHAT GIFTS THEY RECEIVED. BASED ON THE REPORTING RECEIVED, THE AMOUNT EXCEEDED $2,500,000. 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 $1,452,742.93 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 EXPENSEES, SO MEMBERS ALSO GIVE EXTRA TO SMI TO MAKE UP FOR THIS SHORT FALL CAUSED BY PRO-RATING. 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. THIS FISCAL YEAR 594 FAMILIES PARTICIPATED IN THIS PROGRAM, RECEIVING $632,164 IN ASSISTANCE THAT WAS PROVIDED BY REDUCING THE AMOUNT OF SHARES THEY WERE REQUIRED TO SEND. | Desc |
| Total Program Service Expenses | $38,448,013 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | 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 | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| 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 | 0 | 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 | 56 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 463 | 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 | 0 | QuidProQuoContributionsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONATHAN BEN-EZRA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8777642426 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6000 N FOREST PARK DRIVE | AddressLine1Txt |
| City | PEORIA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61614 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| TED PITTENGER | |||||||
| DIRECTOR | 4.00 | Yes (X) | $237,876 | $0 | $7,612 | ||
| JIM TAGGART | |||||||
| CHAIR | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LARRY BECK | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| BOB DOUGLAS | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL EASTHAM | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID FOUCACHON | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS HOGAN | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS KING | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL RYKEN | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK ZANDER | |||||||
| PRESIDENT/CEO | 45.00 | $401,149 | $0 | $15,938 | Yes (X) | ||
| WILL COOPER | |||||||
| EVP/CHIEF OPERATING OFFICER | 45.00 | $316,223 | $0 | $14,710 | Yes (X) | ||
| DOUGLAS WINKLER VP CHIEF | |||||||
| FINANCIAL OFFICER (THRU 11/24) | 45.00 | $269,077 | $0 | $10,665 | Yes (X) | ||
| MICHAEL GRIMM | |||||||
| VP/CHIEF TALENT OFFICER | 45.00 | $221,089 | $0 | $11,618 | Yes (X) | ||
| ROB WALDO | |||||||
| VP/CHIEF ADMINISTRATIVE OFFICER | 45.00 | $214,930 | $0 | $11,325 | Yes (X) | ||
| ANTHONY HOPP | |||||||
| VP CHIEF PURPOSE OFFICER | 45.00 | $210,824 | $0 | $7,112 | Yes (X) | ||
| JONATHAN BEN-EZRA VP CHIEF | |||||||
| FINANCIAL OFFICER (AS OF 11/24) | 45.00 | $201,218 | $0 | $10,958 | Yes (X) | ||
| PAUL OWEN | |||||||
| GENERAL COUNSEL | 45.00 | $97,505 | $0 | $704 | Yes (X) | ||
| BARRY GAMAGE | |||||||
| VP OF INFORMATION TECHNOLOGY | 45.00 | $224,006 | $0 | $10,598 | Yes (X) | ||
| TIM VAN HOOF | |||||||
| VICE PRESIDENT OF MARKETING | 45.00 | $208,292 | $0 | $10,518 | Yes (X) | ||
| SANJAY JADA | |||||||
| VP/MEMBER SERVICES | 45.00 | $205,818 | $0 | $11,134 | Yes (X) | ||
| STEVEN BASSET | |||||||
| VICE PRESIDENT OF OSS | 45.00 | $186,554 | $0 | $10,517 | Yes (X) | ||
| MARK SMALL | |||||||
| SENIOR DIRECTOR OF IT OPS | 45.00 | $164,212 | $0 | $8,727 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,158,773 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $142,136 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 62 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PRESIDIO INFRASTRUCTURE SOLUTIONS LLC | |||||
| PO BOX 677638 | DALLAS | TX | 75267 | IT SOLUTIONS | $2,918,167 |
| CAREOPERATIVE LLC | |||||
| PO BOX 25836 | NEW YORK | NY | 10087 | HEALTH CARE BLUEBOOK & NEGOTIATION SERV. | $2,054,373 |
| SHARABLE | |||||
| PO BOX 510363 | MELBOURNE | FL | 32951 | MEDICAL EXPENSE SHARING SERVICE | $1,747,750 |
| ADVANCED MEDICAL PRICING SOLUTIONS | |||||
| PO BOX 96561 | CHARLOTTE | NC | 28296 | MEDICAL NEGOTIATIONS | $486,734 |
| PRAGMINT LLC | |||||
| 45394 PODEROSA CT | TEMECULA | CA | 92592 | PLATFORM MODERNIZATION & DIGITAL SHARING | $483,312 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 22 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $70,217,809 | MembershipDuesAmt |
| All Other Contributions | $1,970,793 | AllOtherContributionsAmt |
| Total Contributions | $72,188,602 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,166,189 | TotalRevenueColumnAmt |
| Exclusion | $1,166,189 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,600 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,600 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,600 | TotalRevenueColumnAmt |
| Exclusion | $3,600 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $58,233,847 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $58,213,936 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,911 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,911 | TotalRevenueColumnAmt |
| Exclusion | $19,911 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| REBATES | 900099 | $35,891 | $35,891 |
| MISCELLANEOUS | 900099 | $300 | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $36,191 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $73,414,493 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $36,191 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,189,700 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,120 | TotalAmt |
| Program Services | $35,120 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,437,050 | TotalAmt |
| Program Services | $1,437,050 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,250,413 | TotalAmt |
| Management And General | $2,250,413 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,168,852 | TotalAmt |
| Program Services | $22,328,453 | ProgramServicesAmt |
| Management And General | $10,840,399 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $840,683 | TotalAmt |
| Program Services | $566,843 | ProgramServicesAmt |
| Management And General | $273,840 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,238,312 | TotalAmt |
| Program Services | $2,066,297 | ProgramServicesAmt |
| Management And General | $1,172,015 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,239,508 | TotalAmt |
| Program Services | $1,415,295 | ProgramServicesAmt |
| Management And General | $824,213 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $889,610 | TotalAmt |
| Program Services | $709,673 | ProgramServicesAmt |
| Management And General | $179,937 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $236,087 | TotalAmt |
| Program Services | $188,335 | ProgramServicesAmt |
| Management And General | $47,752 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $443,322 | TotalAmt |
| Program Services | $443,322 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,907 | TotalAmt |
| Program Services | $1,472 | ProgramServicesAmt |
| Management And General | $138,435 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,394,173 | TotalAmt |
| Program Services | $1,909,915 | ProgramServicesAmt |
| Management And General | $484,258 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,493,912 | TotalAmt |
| Program Services | $1,493,912 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,816,618 | TotalAmt |
| Program Services | $1,637,286 | ProgramServicesAmt |
| Management And General | $150,720 | ManagementAndGeneralAmt |
| Fundraising | $28,612 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,236,011 | TotalAmt |
| Program Services | $1,026,077 | ProgramServicesAmt |
| Management And General | $3,209,934 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $930,026 | TotalAmt |
| Program Services | $575,451 | ProgramServicesAmt |
| Management And General | $354,575 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $480,749 | TotalAmt |
| Program Services | $287,359 | ProgramServicesAmt |
| Management And General | $193,390 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,066,385 | TotalAmt |
| Program Services | $248,697 | ProgramServicesAmt |
| Management And General | $817,688 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL REDUCTION FEES | $1,410,493 | $1,410,493 | |
| MEMBER PLATFORM SERVICE | $532,188 | $532,188 | |
| SPECIAL PROJECTS | $134,045 | $131,553 | $2,492 |
| VEHICLE EXPENSE | $13,560 | $3,222 | $10,338 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,427,024 | TotalAmt |
| Program Services | $38,448,013 | ProgramServicesAmt |
| Management And General | $20,950,399 | ManagementAndGeneralAmt |
| Fundraising | $28,612 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,356,572 | BOYAmt |
| EOY | $5,779,694 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,192,088 | BOYAmt |
| EOY | $20,038,690 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,017,951 | BOYAmt |
| EOY | $1,855,805 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,792 | BOYAmt |
| EOY | $116,841 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,482,011 | BOYAmt |
| EOY | $2,058,538 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $29,050,018 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $21,682,494 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,187,602 | BOYAmt |
| EOY | $7,367,524 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,943,673 | BOYAmt |
| EOY | $23,749,485 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,906,401 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,686,358 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,943,448 | BOYAmt |
| EOY | $60,966,577 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,072,551 | BOYAmt |
| EOY | $4,994,038 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,075,736 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $4,603,576 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,148,287 | BOYAmt |
| EOY | $9,597,614 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,061,006 | BOYAmt |
| EOY | $50,310,531 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $734,155 | BOYAmt |
| EOY | $1,058,432 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,795,161 | BOYAmt |
| EOY | $51,368,963 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,943,448 | BOYAmt |
| EOY | $60,966,577 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $13,987,469 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,288,662 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,702,329 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $49,036,115 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $51,136,281 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $48,247,760 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $53,468,309 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $72,188,602 | CurrentTaxYearAmt |
| Total | $274,077,067 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $49,036,115 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $51,136,281 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $48,247,760 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $53,468,309 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $72,188,602 | CurrentTaxYearAmt |
| Total | $274,077,067 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,855 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,283 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,697 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,873 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,814 | CurrentTaxYearAmt |
| Total | $68,522 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,855 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,283 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,697 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,873 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,814 | CurrentTaxYearAmt |
| Total | $68,522 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $274,008,545 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $241,267 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $304,694 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $468,089 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $864,765 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,169,789 | CurrentTaxYearAmt |
| Total | $3,048,604 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $241,267 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $304,694 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $468,089 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $864,765 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,169,789 | CurrentTaxYearAmt |
| Total | $3,048,604 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $52,335 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $103,667 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $65,812 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,743 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,191 | CurrentTaxYearAmt |
| Total | $285,748 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $49,329,717 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $51,544,642 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $48,781,661 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,360,817 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $73,394,582 | CurrentTaxYearAmt |
| Total | $277,411,419 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98770 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98720 | PublicSupportPY509Pct |
| Investment Income CY | 0.01100 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01120 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | Yes (1) | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | Yes (1) | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $3,790 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $601,429 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $605,219 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | ATTENDED LEGISLATIVE CONFERENCES, SENT EMAILS TO MEMBERS, AND HIRED SEVERAL EXTERNAL LOBBYISTS, ALL TO ENCOURAGE SUPPORT FOR "SAFE HARBOR" LAWS TO PROTECT HEALTH CARE SHARING MINISTRIES FROM ATTEMPTED REGULATION BY INSURANCE COMMISSIONS 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. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $836,530 | OtherCostOrOtherBasisAmt |
| Book Value | $836,530 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,240,271 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,978,699 | DepreciationAmt |
| Book Value | $2,261,572 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,879,812 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,703,795 | DepreciationAmt |
| Book Value | $3,176,017 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,093,405 | OtherCostOrOtherBasisAmt |
| Book Value | $1,093,405 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,367,524 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITIES | Desc |
| Amt | $4,603,576 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,603,576 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $73,000,826 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,288,662 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$1,702,329 | OtherRevenueAmt |
| Revenue Not Reported | -$413,667 | RevenueNotReportedAmt |
| Revenue Subtotal | $73,414,493 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $73,414,493 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $59,427,024 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $59,427,024 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $59,427,024 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE MINISTRY IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE (THE CODE) AND COMPARABLE STATE LAW AND CONTRIBUTIONS TO THEM ARE TAX DEDUCTIBLE WITHIN THE LIMITATIONS PRESCRIBED BY THE CODE. THE MINISTRY HAS BEEN CLASSIFIED AS AN ORGANIZATION, WHICH IS NOT A PRIVATE FOUNDATION, UNDER SECTION 509(A) OF THE CODE. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR FEDERAL OR STATE INCOME TAXES. THE MINISTRY HAS ADOPTED THE RECOGNITION REQUIREMENTS FOR UNCERTAIN TAX POSITIONS. THE MINISTRY DOES NOT BELIEVE IT HAS ANY UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | ASSET IMPAIRMENT LOSS -1,702,329. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ALLIANCE DEFENDING FREEDOM | ||||||||
| 15100 NORTH 90TH STREET | SCOTTSDALE | AZ | 85260 | 541660459 | 501(C)(3) | $20,000 | $0 | PROGRAM SUPPORT |
| LIFESONG FOR ORPHANS INC | ||||||||
| PO BOX 9 | GRIDLEY | IL | 61744 | 351902841 | 501(C)(3) | $15,000 | $0 | PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| GIFTS TO ENCOURAGE MEMBERS THROUGH DIFFICULT SPIRITUAL, EMOTIONAL, OR FINANCIAL TIME. | 163 | $92,263 | $19,915 | FMV | BLANKETS, DECOR, GIFT CARDS, AND SMALL GIFT ITEMS. |
| MEMBER ASSISTANCE IN PAYING MEDICAL BILLS | 2341 | $1,324,872 | $0 | N/A | N/A |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FOR ASSISTANCE PAYING MEDICAL EXPENSES, MEMBERS SEND UNPAID MEDICAL BILLS, THAT DID NOT QUALIFY FOR THE REGULAR SHARING THROUGH THE MINIMUM AMOUNT PLEDGED BY MEMBERS. THE MEDICAL BILLS ARE VERIFIED THROUGH OUR PROVIDER RELATIONS DEPARTMENT WHO NEGOTIATE BILLS ON BEHALF OF SAMARITAN MINISTRIES' MEMBERS. FOR THE GRANTS TO ORGANIZATIONS, SMI VERIFIES THAT THE ORGANIZATION MAINTAINS ITS TAX EXEMPT STATUS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARK ZANDER | ||||||||||||||
| PRESIDENT/CEO | $315,000 | $0 | $74,305 | $0 | $11,844 | $0 | $10,350 | $0 | $5,588 | $0 | $417,087 | $0 | $0 | $0 |
| WILL COOPER | ||||||||||||||
| EVP/CHIEF OPERATING OFFICER | $259,712 | $0 | $47,914 | $0 | $8,597 | $0 | $9,267 | $0 | $5,443 | $0 | $330,933 | $0 | $0 | $0 |
| DOUGLAS WINKLER VP CHIEF | ||||||||||||||
| FINANCIAL OFFICER (THRU 11/24) | $179,038 | $0 | $83,254 | $0 | $6,785 | $0 | $6,478 | $0 | $4,187 | $0 | $279,742 | $0 | $0 | $0 |
| TED PITTENGER | ||||||||||||||
| DIRECTOR | $165,614 | $0 | $62,490 | $0 | $9,772 | $0 | $6,803 | $0 | $809 | $0 | $245,488 | $0 | $0 | $0 |
| BARRY GAMAGE | ||||||||||||||
| VP OF INFORMATION TECHNOLOGY | $190,443 | $0 | $31,800 | $0 | $1,763 | $0 | $6,411 | $0 | $4,187 | $0 | $234,604 | $0 | $0 | $0 |
| MICHAEL GRIMM | ||||||||||||||
| VP/CHIEF TALENT OFFICER | $178,336 | $0 | $35,135 | $0 | $7,618 | $0 | $6,441 | $0 | $5,177 | $0 | $232,707 | $0 | $0 | $0 |
| ROB WALDO | ||||||||||||||
| VP/CHIEF ADMINISTRATIVE OFFICER | $170,000 | $0 | $37,332 | $0 | $7,598 | $0 | $6,169 | $0 | $5,156 | $0 | $226,255 | $0 | $0 | $0 |
| TIM VAN HOOF | ||||||||||||||
| VICE PRESIDENT OF MARKETING | $180,000 | $0 | $26,637 | $0 | $1,655 | $0 | $6,020 | $0 | $4,498 | $0 | $218,810 | $0 | $0 | $0 |
| ANTHONY HOPP | ||||||||||||||
| VP CHIEF PURPOSE OFFICER | $166,984 | $0 | $35,803 | $0 | $8,037 | $0 | $6,121 | $0 | $991 | $0 | $217,936 | $0 | $0 | $0 |
| SANJAY JADA | ||||||||||||||
| VP/MEMBER SERVICES | $170,199 | $0 | $35,020 | $0 | $599 | $0 | $5,979 | $0 | $5,155 | $0 | $216,952 | $0 | $0 | $0 |
| JONATHAN BEN-EZRA VP CHIEF | ||||||||||||||
| FINANCIAL OFFICER (AS OF 11/24) | $160,107 | $0 | $40,571 | $0 | $540 | $0 | $5,841 | $0 | $5,117 | $0 | $212,176 | $0 | $0 | $0 |
| STEVEN BASSET | ||||||||||||||
| VICE PRESIDENT OF OSS | $160,000 | $0 | $25,759 | $0 | $795 | $0 | $5,394 | $0 | $5,123 | $0 | $197,071 | $0 | $0 | $0 |
| MARK SMALL | ||||||||||||||
| SENIOR DIRECTOR OF IT OPS | $144,974 | $0 | $17,294 | $0 | $1,944 | $0 | $4,701 | $0 | $4,026 | $0 | $172,939 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | BOARD POLICY PROVIDES FOR TRAVEL OF COMPANIONS FOR THE CHAIRMAN OF THE BOARD. |
| PART I, LINE 1B | TRAVEL IS A BONA FIDE BUSINESS EXPENSE AND IS NOT TREATED AS TAXABLE COMPENSATION. |
| PART I, LINE 3 | THE INDEPENDENT MEMBERS OF THE BOARD DETERMINE THE COMPENSATION FOR THE PRESIDENT AND THE EXECUTIVE VICE PRESIDENT ON AN ANNUAL BASIS. ALL OTHER OFFICERS' COMPENSATION IS DETERMINED BY THE PRESIDENT. THE BOARD, THE PRESIDENT AND THE EXECUTIVE VP RELY UPON COMPENSATION COMPARABILITY STUDIES AND PERFORMANCE REVIEWS IN ITS ANALYSIS. THE PROCESS AND DECISION IS DOCUMENTED IN THE BOARD MINUTES, AND BY THE HR DEPARTMENT, RESPECTIVELY. |
| PART I, LINE 4A | DOUG WINKLER'S COMPENSATION REPORTED ON FORM 990, PART VII INCLUDED $47,500 FOR SEVERANCE; TERMS AND CONDITIONS WERE AS FOLLOWS: SEVERANCE AGREEMENT UPON RETIREMENT AS CFO |
| PART I, LINE 7 | MILEAGE AND TRAVEL REIMBURSEMENTS AS WELL AS LEADERSHIP PERFORMANCE PAY (STIP). |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (9 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| BETHANY PITTENGER | |||
| DAUGHTER OF FORMER PRESIDENT, BOARD CHAIRMAN | $51,216 | EMPLOYEE COMPENSATION | 0 |
| SETH BEN-EZRA | |||
| BROTHER OF THE CFO (NEW) | $114,768 | EMPLOYEE COMPENSATION | 0 |
| ETHAN HOPP | |||
| SON OF VP/CHIEF PURPOSE OFFICER | $118,273 | EMPLOYEE COMPENSATION | 0 |
| REBECCA METCALF | |||
| SISTER-IN-LAW OF THE FORMER CFO | $57,001 | EMPLOYEE COMPENSATION | 0 |
| ROBERT REEVES | |||
| BROTHER-IN-LAW OF THE VP/CHIEF TALENT OFFICER | $94,922 | EMPLOYEE COMPENSATION | 0 |
| ALAN KING | |||
| SON OF FORMER SPECIAL COUNSELOR TO THE PRESIDENT | $64,489 | EMPLOYEE COMPENSATION | 0 |
| ASCENDING ARTS | |||
| OWNER IS THE WIFE OF THE FORMER PRESIDENT, BOARD CHAIRMAN | $3,214 | DECORATING SERVICES | 0 |
| COUGHLIN LAW OFFICE | |||
| OWNER IS A FORMER DIRECTOR | $219,616 | LEGAL SERVICES | 0 |
| NOBLE CALL INSTITUTE | |||
| OWNER IS A DIRECTOR | $2,847 | EMPLOYEE TRAINING | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | FormAndLineReferenceDesc |
| Explanation | SMI HAS PROCEDURES IN PLACE TO MONITOR AND PREVENT EXCESS BENEFIT TRANSACTIONS. THERE WERE NO SUCH TRANSACTIONS WITH DISQUALIFIED PERSONS DURING THE TAX YEAR. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATIONS BYLAWS WERE AMENDED TO ADD TWO REQUIREMENTS RELATING TO DIRECTOR QUALIFICATIONS: 1. DIRECTORS MUST HAVE NO FINANCIAL OR EMPLOYMENT INTEREST IN SAMARITAN MINISTRIES INTERNATIONAL. 2. DIRECTORS MUST HAVE AT LEAST 10 YEARS OF LEADERSHIP COMPETENCIES. |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERSHIPS ARE BY HOUSEHOLD: SINGLE, COUPLE, FAMILY, AND SINGLE PARENT FAMILY. ONE MONTH EACH YEAR EACH HOUSEHOLD SENDS THEIR MONTHLY SHARE AMOUNT TO THE SMI OFFICE TO DEFRAY ADMINISTRATIVE EXPENSES. EACH MEMBERSHIP RECEIVES ONE BALLOT, WHICH COUNTS AS ONE VOTE FOR BOARD OF DIRECTORS ELECTIONS OR ANY PROPOSED SHARE INCREASES. |
| FORM 990, PART VI, SECTION A, LINE 7A | SIX OF THE NINE BOARD SEATS OF THE GOVERNING BOARD ARE ELECTED BY THE MEMBERS AFTER NOMINATION BY MEMBERS AND A VOTE WITH THE PLURALITY OF THE VOTES. VOTES FOR BOARD ELECTIONS IS 1 VOTE/HOUSEHOLD. |
| FORM 990, PART VI, SECTION A, LINE 7B | INCREASES IN MONTHLY SHARES CAN BE OVERTURNED WITH OVER 50% OF THAT PROGRAM'S HOUSEHOLDS VOTING "NO". VOTES FOR SHARE INCREASES IS 1 VOTE/HOUSEHOLD. EACH MEMBERSHIP RECEIVES ONE BALLOT, WHICH COUNTS AS ONE VOTE FOR BOARD OF DIRECTORS ELECTIONS OR ANY PROPOSED SHARE INCREASES. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COMPLETE DRAFT OF FORM 990 WAS PROVIDED TO ALL VOTING MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO FILING. THE RETURN WAS REVIEWED BY THE ORGANIZATION'S AUDIT AND FINANCE COMMITTEE, FOLLOWED BY FULL BOARD APPROVAL. FEEDBACK FROM BOARD MEMBERS WAS INCORPORATED BEFORE SUBMISSION. |
| 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 | COMPENSATION FOR THE CEO AND OTHER OFFICERS AND KEY EMPLOYEES IS ESTABLISHED BY THE BOARD OF DIRECTORS BASED ON REVIEW OF COMPARABLE COMPENSATION DATA FROM SIMILAR ORGANIZATIONS. THE PROCESS INCLUDES DOCUMENTATION OF DELIBERATION AND APPROVAL IN BOARD MINUTES. INDEPENDENT CONSULTANTS ARE ENGAGED PERIODICALLY TO UPDATE COMPENSATION BENCHMARKS THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. |
| FORM 990, PART VI, SECTION C, LINE 19 | SAMARITAN MINISTRIES INTERNATIONAL MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO ITS MEMBERS UPON REQUEST. IN ADDITION, SMI'S CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND VIA ITS WEBSITE AT WWW.SAMARITANMINISTRIES.ORG. ANNUAL FORM 990 FILINGS ARE ALSO POSTED FOR PUBLIC ACCESS. |
| FORM 990, PART XI, LINE 9: | ASSET IMPAIRMENT LOSS -1,702,329. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION'S BOARD IN CONJUNCTION WITH THE AUDIT COMMITTEE 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. |
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