SAMARITAS: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SAMARITAS (EIN 38-1360553)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-28
- IRS object ID
- 202403029349301940
- Schema version
- 2023v5.1
- 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 G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-28T14:29:42-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911194016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH ST STE 1400 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381360553 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAMARITAS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAMA | BusinessNameControlTxt |
| Phone | 3138237700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8131 E JEFFERSON AVENUE | AddressLine1Txt |
| City | DETROIT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48214 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CYNTHIA SIKINA | PersonNm |
| Person Title | INTERIM CFO | PersonTitleTxt |
| Phone | 3138237700 | PhoneNum |
| Signature | 2024-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEGAN R RYAN | PreparerPersonNm |
| PTIN | P00737884 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2024-10-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTHERAN SOCIAL SERVICES OF MICHIGAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID MORIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8131 E JEFFERSON AVENUE | AddressLine1Txt |
| City | DETROIT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48214 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $120,620,498 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SAMARITAS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1934 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | SERVING PEOPLE AS AN EXPRESSION OF THE LOVE OF CHRIST. WE CONNECT PEOPLE WITH FAMILIES AND COMMUNITIES, EMPOWER THEM TO LIVE THEIR FULLEST LIFE POSSIBLE, AND CREATE A RIPPLE EFFECT OF TRANSFORMATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 1861 | TotalEmployeeCnt |
| Total Volunteers | 620 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $43,315,800 | PYContributionsGrantsAmt |
| CY Contributions Grants | $26,030,674 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $55,709,315 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $66,913,086 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$1,024,997 | PYInvestmentIncomeAmt |
| CY Investment Income | $10,612,255 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$687,840 | PYOtherRevenueAmt |
| CY Other Revenue | $440,308 | CYOtherRevenueAmt |
| PY Total Revenue | $97,312,278 | PYTotalRevenueAmt |
| CY Total Revenue | $103,996,323 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $7,922,691 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,550,426 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $62,595,640 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $57,416,334 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,392,951 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $39,755,150 | PYOtherExpensesAmt |
| CY Other Expenses | $36,194,880 | CYOtherExpensesAmt |
| PY Total Expenses | $110,273,481 | PYTotalExpensesAmt |
| CY Total Expenses | $101,161,640 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$12,961,203 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,834,683 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $81,245,016 | TotalAssetsBOYAmt |
| Total Assets EOY | $62,008,269 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $56,486,407 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $34,122,526 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $24,758,609 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $27,885,743 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $42,463,007 | ExpenseAmt |
| Revenue | $37,705,894 | RevenueAmt |
| Desc | SAMARITAS SENIOR LIVING OFFERS RETIREMENT LIVING FOR SENIORS WITH FIVE COMMUNITIES IN MICHIGAN. OUR SERVICES INCLUDE INDEPENDENT LIVING, ASSISTED LIVING, SKILLED NURSING, MEMORY SUPPORT, AND REHABILITATION THERAPY OR HOME CARE SERVICES. OUR EXPERT CLINICAL TEAMS WILL HELP EVALUATE INDIVIDUAL NEEDS TO DETERMINE WHAT PROGRAM WILL BEST MEET THE NEEDS OF OUR RESIDENTS, WHILE ALSO ALLOWING FOR THE MOST INDEPENDENCE POSSIBLE. AS NEEDS CHANGE, SAMARITAS SENIOR LIVING HELPS GUIDE RESIDENTS TO ENSURE SUCCESSFUL TRANSITIONS OF CARE. OUR INDEPENDENT APARTMENTS IN GRAND RAPIDS, TRAVERSE CITY AND BLOOMFIELD HILLS GIVE EVERY SENIOR THE OPPORTUNITY TO CAPTURE THE BEST OF EVERY DAY, FIND INSPIRATION IN AN ART OR MUSIC CLASS, ENJOY A COMPETITIVE GAME OF CARDS, GAIN NEW INSIGHT FROM A VISITING LECTURER, OR ENJOY A NIGHT OUT ON THE TOWN WITH NEIGHBORS. OUR RESIDENTS LIVE LIFE ON THEIR TERMS, ENJOYING WHAT THEY WANT, WHEN THEY WANT AT SAMARITAS SENIOR LIVING. WHEN OUR RESIDENTS NEED INCREASED SUPPORTS, CATERED LIVING PROVIDES THE SERVICES OF ASSISTED LIVING IN OUR RESIDENTS' APARTMENT ALLOWING OUR RESIDENTS TO CONTINUE TO LIVE IN THEIR HOME BUT HAVE THE SECURITY OF 24-HOUR CARE. SAMARITAS SENIOR LIVING OFFERS THREE COMMUNITIES FOR ASSISTED LIVING IN MICHIGAN BLOOMFIELD HILLS, GRAND RAPIDS AND TRAVERSE CITY. EACH COMMUNITY PROVIDES COMPREHENSIVE, PERSONALIZED CARE TAILORED TO YOUR INDIVIDUAL ABILITIES. SAMARITAS ASSISTED LIVING COMMUNITIES ARE COMMITTED TO HELPING YOU MAXIMIZE YOUR INDEPENDENCE. WHETHER YOU NEED HELP WITH MEDICATION MANAGEMENT, BATHING, DRESSING OR TRANSPORTATION, OUR CARING TEAMS ARE THERE TO LEND A HAND. IN 2023, WE SERVED 391 RESIDENTS IN OUR INDEPENDENT/ASSISTED LIVING PROGRAMS. SAMARITAS SENIOR LIVING HAS THREE STATE-LICENSED SKILLED CARE COMMUNITIES, LOCATED IN CADILLAC, GRAND RAPIDS AND SAGINAW. EACH COMMUNITY FOCUSES ITS SERVICES IN THESE MAIN AREAS: SKILLED NURSING, MEMORY CARE, INPATIENT AND OUTPATIENT REHABILITATION AND RESPITE CARE. RESIDENTS AT THESE COMMUNITIES RECEIVE 24-HOUR CARE SERVICES TAILORED TO THEIR NEEDS. WHETHER THE GOAL IS TO RETURN HOME FOLLOWING A REHABILITATION STAY OR TO HAVE PERMANENT RESIDENCE, SAMARITAS SKILLED CARE COMMUNITIES WILL DEVELOP A TREATMENT PLAN CUSTOM FOR OUR RESIDENTS. FOR SENIORS WHO REQUIRE CONTINUOUS NURSING CARE, OUR SKILLED NURSES IN GRAND RAPIDS, CADILLAC AND SAGINAW PROVIDE PHYSICAL, EMOTIONAL AND SPIRITUAL SUPPORT. RESIDENTS ARE GIVEN OPPORTUNITIES TO BE AS INDEPENDENT AS POSSIBLE WITH THE ASSURANCE OF CARE FROM OUR LICENSED STAFF MEMBERS. SPECIALIZED PROGRAMMING FOR THOSE WHO HAVE COGNITIVE IMPAIRMENT, THE HARBOR PROVIDES A SECURE ENVIRONMENT AND PROGRAMMING WITHIN THE LODGE. THE HARBOR HAS SPECIALIZED CAREGIVERS WHO ARE TRAINED TO WORK WITH ONE OF OUR MOST VULNERABLE POPULATIONS. REHABILITATION RESIDENTS ARE EMPOWERED TO RETURN HOME IN A TIMELY AND SUCCESSFUL MANNER. ONCE RETURNING HOME, OUTPATIENT SERVICES ENSURE SMOOTH TRANSITIONS HOME AND CONTINUED EVALUATION AND TREATMENT. IN 2023, WE SERVED 640 RESIDENTS IN OUR SKILLED NURSING COMMUNITIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $22,654,058 | ExpenseAmt |
| Grant | $7,550,426 | GrantAmt |
| Revenue | $16,998,761 | RevenueAmt |
| Desc | SAMARITAS HAS BEEN PROVIDING SERVICES FOR CHILDREN AND FAMILIES SINCE 1934. WE ARE THE LARGEST PRIVATE FOSTER CARE ORGANIZATION IN MICHIGAN, WITH SIX REGIONAL CENTERS IN THE LOWER PENINSULA. FOSTER CARE IS A SERVICE PROVIDED TO CHILDREN FROM BIRTH TO AGE 18 WHO HAVE BEEN REMOVED FROM THEIR HOME BECAUSE OF RISK OF NEGLECT OR ABUSE. FOSTER FAMILIES PROVIDE 24-HOUR CARE TO CHILDREN AND HELP BIRTH PARENTS AND CHILDREN WORK TOWARDS FAMILY REUNIFICATION. SAMARITAS STAFF PROVIDE SUPPORT, AND THE LOCAL FAMILY COURT REVIEWS PROGRESS REGULARLY. OUR EXPERIENCED STAFF ARE PASSIONATE ABOUT THEIR DESIRE TO HELP FOSTER FAMILIES CREATE A BETTER LIFE FOR THE CHILDREN IN THEIR CARE. IN 2023, SAMARITAS SERVED 835 DOMESTIC YOUTH IN OUR FOSTER CARE PROGRAM. 93.6% OF OUR YOUTH IN FOSTER CARE HAD 2 OR FEWER PLACEMENTS IN FOSTER HOMES. ACHIEVING PERMANENCY IS CRITICAL FOR THE WELL-BEING OF CHILDREN WHO ARE UNABLE TO RETURN TO A PARENT/FAMILY MEMBER, AND 33% OF OUR YOUTH WERE PLACED FOR ADOPTION WITHIN 24 MONTHS OF ENTERING THE FOSTER CARE SYSTEM, OUT-PERFORMING THE STATE OF MICHIGAN BENCHMARK OF 36%. IN ADDITION TO DOMESTIC FOSTER CARE, THROUGH SAMARITAS' FAMILY PRESERVATION PROGRAMS, WE SEEK TO GUIDE PARENTS TOWARD CREATING A SATISFYING, NURTURING HOME LIFE FOR THE ENTIRE FAMILY TO KEEP CHILDREN IN THEIR NATURAL SETTING WITH THEIR BIOLOGICAL PARENTS. SAMARITAS PROVIDES A CONTINUUM OF SERVICES THROUGH OUR FAMILY PRESERVATION PROGRAMS. FOCUSED ON THE STRENGTHS OF THE FAMILY, WE GUIDE FAMILIES TOWARD KEEPING CHILDREN SAFE IN THEIR OWN HOME. 545 FAMILIES WERE SERVED BY THESE PROGRAMS IN 2023, OF WHICH 89.7% OF CHILDREN REMAINED IN THEIR HOME OR A RELATIVE PLACEMENT FOR AT LEAST 6 MONTHS AFTER THE INTERVENTION. THROUGH SAMARITAS' ADOPTION PROGRAM, LUTHERAN ADOPTION SERVICES (LAS), WE HELP CHILDREN FIND A "LIFELONG LOVING FAMILY." EVERY CHILD NEEDS LOVE, SHELTER AND GUIDANCE. THESE MOST BASIC OF PROVISIONS ARE MISSING FOR SOME CHILDREN, AND THE OLDER THE CHILD, THE DIRER THE CIRCUMSTANCES, ESPECIALLY WHEN THEY COME FROM AN ABUSIVE OR NEGLECTFUL SITUATION. IN 2023, LAS FACILITATED ADOPTIONS FOR 218 YOUTH. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $17,982,990 | ExpenseAmt |
| Desc | SAMARITAS' NEW AMERICAN SERVICES HELP NEWLY ARRIVED REFUGEES NAVIGATE THEIR CONFUSING AND SOMETIMES SCARY FIRST MONTHS IN THE UNITED STATES. AS THE LARGEST REFUGEE RESETTLEMENT AGENCY IN THE STATE AND FOURTH LARGEST IN THE NATION, SAMARITAS HAS RESETTLED THOUSANDS OF PEOPLE FROM DOZENS OF COUNTRIES IN EUROPE, ASIA, AFRICA, THE MIDDLE EAST AND CENTRAL AND SOUTH AMERICA. SAMARITAS HAS BEEN THE MICHIGAN AFFILIATE OF LUTHERAN IMMIGRATION AND REFUGEE SERVICE (LIRS) SINCE THE 1950S. WITH THE SUPPORT OF THE U.S. DEPARTMENT OF STATE'S RECEPTION AND PLACEMENT (R&P) PROGRAM, SAMARITAS PROVIDES NEWLY ARRIVED REFUGEES WITH THE ESSENTIAL SERVICES AND SUPPORT THEY NEED TO BEGIN TO REBUILD THEIR LIVES AND TAKE STEPS TOWARD BECOMING U.S. CITIZENS. SAMARITAS PROVIDES EACH REFUGEE WITH THE SUPPORT TO OBTAIN SELF-SUFFICIENCY AND BECOME CONTRIBUTORS TO SOCIETY WITHIN ONE YEAR OF ARRIVAL. OUR NEW AMERICAN PROGRAM SERVICES PROVIDE SPONSORSHIP OF REFUGEES AND ASSISTANCE WITH RESETTLEMENT AND JOB PLACEMENT, IN CONJUNCTION WITH LIRS. RESETTLEMENT SERVICES PROVIDE CORE SERVICES SUCH AS RECEPTION, HOUSING PLACEMENT, CULTURAL ORIENTATION, ENGLISH AS A SECOND LANGUAGE, MEDICAL CASE MANAGEMENT, AND SCHOOL ENROLLMENT. SERVICES ARE PROVIDED FOR 90 DAYS. AFTER RESETTLEMENT, THE FOCUS IS TO ACHIEVE SELF-SUFFICIENCY AT 180 DAYS WITH EMPLOYMENT SERVICES DESIGNED TO HELP NEWLY ARRIVED REFUGEES FIND THEIR FIRST JOB AND RETAIN IT, THROUGH THE FEDERAL MATCH GRANT PROGRAM. IN 2023, SAMARITAS SETTLED 836 REFUGEES AND SERVED A TOTAL OF 5,033 INDIVIDUALS THROUGH OUR NEW AMERICAN SERVICES.SAMARITAS' REFUGEE FOSTER CARE PROGRAM SERVES YOUTH WHO FLEE FROM WAR, VIOLENCE OR PERSECUTION IN DOZENS OF COUNTRIES. BY THE TIME THEY GET TO THE UNITED STATES, THEY'VE BEEN SEPARATED FROM AND OFTEN LOST CONTACT WITH PARENTS AND OTHER FAMILY MEMBERS WHO CAN CARE FOR THEM AND HAVE OFTEN SUFFERED GREAT TRAUMAS AND THEY'RE NOT EVEN 18 YEARS OLD. THIS PROGRAM PROVIDES A VARIETY OF DIFFERENT SERVICES FOR REFUGEE YOUTH. MOST YOUTH ARE PLACED IN LOCAL FOSTER HOMES TO PROVIDE THE FAMILY ENVIRONMENT THAT IS IDEAL FOR YOUNG PEOPLE. AS YOUTH MATURE AND GAIN INDEPENDENCE, THEY OFTEN GRADUATE TO A "RENT-A-ROOM" HOME, PROVIDING LESS SUPERVISION AND MORE GENERAL GUIDANCE ABOUT HOW TO LIVE ON THEIR OWN. MANY YOUTH IN THE PROGRAM MAY BE MATCHED WITH A MENTOR, WHO WILL BE A POSITIVE ROLE MODEL AND HELP THEM ADJUST TO THE CUSTOMS AND CULTURE OF THE UNITED STATES. MANY YOUTH ALSO HAVE A TUTOR WHO HELPS THEM LEARN IN A NEW EDUCATIONAL SYSTEM AND DEVELOP POSITIVE STUDY HABITS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,379,709 | ExpenseAmt |
| Revenue | $12,208,431 | RevenueAmt |
| Desc | SAMARITAS PROVIDES SUBSTANCE USE DISORDER (SUD) SERVICES TO THOSE WHO STRUGGLE WITH THE IMPACT OF DRUGS AND ALCOHOL. OUR SUD TREATMENT MODEL INCLUDES: INDIVIDUAL AND GROUP COUNSELING, MEDICATION ASSISTED TREATMENT, CASE MANAGEMENT AND RECOVERY COACHING FOR ADOLESCENTS AND ADULTS. WE ARE, NOW MORE THAN EVER, COMMITTED TO COMBATING THIS PUBLIC HEALTH CRISIS. IN 2023, SAMARITAS SERVED 1,314 PERSONS IN THE PROGRAM.SAMARITAS' TRAUMA ASSESSMENT SERVICES SEEK TO ASSESS THE IMPACT OF CHILDREN FOLLOWING EXPOSURE TO TRAUMATIC EVENTS AND MAKE RECOMMENDATIONS FOR APPROPRIATE INDIVIDUAL AND FAMILY THERAPY SERVICES TO ALLEVIATE THE IMPACTS OF TRAUMA ON THE CHILD'S LIFE. IN 2023, SAMARITAS COMPLETED 439 TRAUMA ASSESSMENTS WITH 504 PERSONS.THE SAMARITAS FAMILY CENTER WESTLAND PROVIDES SHELTER SERVICES FOR FAMILIES, THROUGH A PARTNERSHIP OF SAMARITAS AND WAYNE COUNTY. WE WELCOME: TWO-PARENT FAMILIES, SINGLE MOTHERS OR FATHERS WITH CHILDREN, AND PREGNANT WOMEN WHO ARE HOMELESS IN WAYNE COUNTY. THE CENTER CAN SERVE UP TO 108 PERSONS IN 23 ROOMS AT ONE TIME AND INCLUDES A FULL-TIME CHILDCARE CENTER. THE EMERGENCY FOOD ASSISTANCE PROGRAM (TEFAP) PROVIDES COMMODITY FOODS TO ELIGIBLE LOW-INCOME RESIDENTS IN WESTERN WAYNE COUNTY AND IN THE DOWNRIVER AREAS. THE FAMILY CENTER IS FOCUSED ON HELPING FAMILIES ENGAGE IN THE MANY SERVICES OFFERED IN ORDER TO LEAVE THE CENTER WITH A PERMANENT HOUSING OPTION. IN 2023, THE FAMILY CENTER PROVIDED 32 FAMILIES (135 INDIVIDUALS) WITH TEMPORARY HOUSING. OF THOSE EXITING THE CENTER, 59% MAINTAINED OR INCREASED THEIR INCOME AND 72% EXITED TO PERMANENT HOUSING.IN 2023, WE SERVED 72 INDIVIDUALS WITH DEVELOPMENTAL/INTELLECTUAL DISABILITIES (DD/ID), INCLUDING INDIVIDUALS WITH AUTISM, DOWN SYNDROME, MENTAL ILLNESS AND OTHER DD/ID DIAGNOSES. THIS SUPPORT IS ACHIEVED BY PROVIDING A LICENSED HOME AND CARE FOR INDIVIDUALS OR BY PROVIDING COMMUNITY LIVING SUPPORT SERVICES IN A PERSON'S OWN HOME. WE HAVE MULTIPLE LOCATIONS THROUGHOUT THE STATE WHERE WE ARE ABLE TO ARRANGE THESE SERVICES AND SUPPORTS. WE ALSO ASSIST INDIVIDUALS IN MAINTAINING INDEPENDENCE WITHIN THEIR OWN HOMES. BY WORKING WITH CLIENTS ON A DAILY OR WEEKLY BASIS, WE HAVE THE ABILITY TO SEE FIRSTHAND WHEN THEY HAVE PHYSICAL/EMOTIONAL/MENTAL DETERIORATION AND ADDRESS THE ISSUES SO INDEPENDENCE ISN'T THREATENED. WE ALSO WORK ON SKILL BUILDING WITH CLIENTS TO IMPROVE ACTIVITIES OF DAILY LIVING, SOCIALIZATION, COMMUNICATION, AND COMMUNITY SKILLS. WE INTEGRATE OUR CLIENTS INTO LOCAL COMMUNITY ACTIVITIES IN ORDER TO BE AMONG OTHER COMMUNITY MEMBERS AND PARTICIPATE IN ACTIVITIES OF THEIR CHOOSING. SAMARITAS MANAGES 15 AFFORDABLE HOUSING COMMUNITIES WHERE RENTAL ASSISTANCE IS PROVIDED BY THE DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD) BASED ON INCOME ELIGIBILITY. THIRTEEN OF THESE HOUSING COMMUNITIES SERVE SENIOR ADULTS LIVING INDEPENDENTLY, TWO SERVE FAMILIES, AND ONE SERVES PHYSICALLY DISABLED PERSONS CAPABLE OF LIVING INDEPENDENTLY WITH OR WITHOUT A LIVE-IN AIDE. FOR PEOPLE ON A FIXED INCOME, WITH LOW OR NO INCOME, SAMARITAS OFFERS AFFORDABLE LIVING IN MICHIGAN THANKS TO OUR HUD SUBSIDIZED COMMUNITIES. EACH COMMUNITY FEATURES ITS OWN UNIQUE BLEND OF RESIDENCES, AMENITIES, PROGRAMS AND HEALTHCARE SERVICES, SO OUR RESIDENTS FEEL LIKE THEY ARE A PART OF A TRUE COMMUNITY WITH FRIENDLY NEIGHBORS AND CARING STAFF THAT BECOME LIKE FAMILY. THERE IS NEVER A DULL MOMENT AT SAMARITAS AFFORDABLE LIVING BECAUSE RESIDENTS ENJOY AN ABUNDANCE OF ACTIVITIES THAT RANGE FROM FUN TO EDUCATIONAL AND EVERYTHING IN BETWEEN. IN 2023, SAMARITAS SERVED 1,295 RESIDENTS IN AFFORDABLE HOUSING APARTMENTS. THE PROPERTIES CONTINUE TO PERFORM HIGH ON ALL HUD REVIEWS, ACHIEVING AN AVERAGE REAC SCORE OF 87%, DEMONSTRATING SAMARITAS' COMMITMENT TO A HIGH STANDARD OF MAINTENANCE AND SERVICE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $5,379,709 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $12,208,431 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $88,479,764 | 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 | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 335 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1861 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| 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 | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CYNTHIA SIKINA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3138237700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8131 E JEFFERSON AVENUE | AddressLine1Txt |
| City | DETROIT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48214 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| DAVID LOCHNER | |||||||||
| CHAIRPERSON | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BRETT VANDERKAMP | |||||||||
| VICE-CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JASON PAULATEER | |||||||||
| SECRETARY | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOHN VANDEGUCHTE | |||||||||
| TREASURER | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANDREW BLUM | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TRACEY BRAME | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL CARTER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GERALD FERGUSON | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DALE GERARD | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JEANINE HATCHER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY ANNE JONES | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BISHOP DONALD KREISS | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANZ SALAS | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SARAH POBOCIK | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LATRICIA TRICE | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JENNY CEDERSTROM | |||||||||
| CFO | 50.00 | 1.00 | Yes (X) | $403,870 | $0 | $27,461 | |||
| SAMUEL BEALS | |||||||||
| CEO | 5.00 | 0.00 | Yes (X) | $380,439 | $0 | $10 | |||
| DAVID MORIN | |||||||||
| CEO | 50.00 | 1.00 | Yes (X) | $297,415 | $0 | $1,212 | |||
| KEVIN VAN DEN BOSCH | |||||||||
| COO, CHILD AND FAMILY | 50.00 | 0.00 | $217,762 | $0 | $44,981 | Yes (X) | |||
| KELLI DOBNER | |||||||||
| CHIEF ADVANCEMENT OFFICER | 40.00 | 10.00 | $189,297 | $0 | $29,625 | Yes (X) | |||
| CHARLES CAINE | |||||||||
| VP, INFORMATION TECH | 40.00 | 0.00 | $195,289 | $0 | $16,414 | Yes (X) | |||
| WENDY PERRY | |||||||||
| DIR, BUDGET & CONTRACTS | 50.00 | 0.50 | $171,710 | $0 | $7,768 | Yes (X) | |||
| CHERYL KOHS | |||||||||
| DIR, MARKETING | 50.00 | 0.00 | $165,426 | $0 | $9,751 | Yes (X) | |||
| TODD HANSELMAN | |||||||||
| VP, HUMAN RESOURCES DVLPT | 50.00 | 0.00 | $154,807 | $0 | $19,305 | Yes (X) | |||
| JEANNE-DARC UMWANA | |||||||||
| CHARGE NURSE - LPN | 50.00 | 0.00 | $149,405 | $0 | $9,632 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,325,420 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $166,159 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 38 | 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 |
|---|---|---|---|---|---|
| MORRISON COMMUNITY LIVING | |||||
| PO BOX 102289 | ATLANTA | GA | 30368 | DIETARY SERVICES | $4,472,021 |
| JOBCOM | |||||
| 2805 COIT NE | GRAND RAPIDS | MI | 49505 | MEDICAL STAFFING PROVIDER | $744,162 |
| MAXIM HEALTHCARE SERVICES | |||||
| 12558 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | MEDICAL STAFFING PROVIDER | $718,748 |
| MEDICAL SOLUTIONS LLC | |||||
| PO BOX 310737 | DES MOINES | IA | 50331 | MEDICAL STAFFING PROVIDER | $714,061 |
| CAREER STAFF UNLIMITED LLC | |||||
| PO BOX 301076 | DALLAS | TX | 75303 | MEDICAL STAFFING PROVIDER | $712,361 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 17 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $333,855 | FundraisingAmt |
| Related Organizations | $667,609 | RelatedOrganizationsAmt |
| Government Grants | $13,816,571 | GovernmentGrantsAmt |
| All Other Contributions | $11,212,639 | AllOtherContributionsAmt |
| Noncash Contributions | $1,396,626 | NoncashContributionsAmt |
| Total Contributions | $26,030,674 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SENIOR LIVING SERVICES | 623000 | $37,705,894 | $37,705,894 |
| FOSTER CARE SERVICE | 624100 | $16,998,761 | $16,998,761 |
| CMH FEES | 623990 | $5,229,791 | $5,229,791 |
| SUD FEES | 623990 | $2,703,049 | $2,703,049 |
| PROGRAM SERVICE FEES | 623990 | $2,416,486 | $2,416,486 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,859,105 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,859,105 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $66,913,086 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $595,607 | TotalRevenueColumnAmt |
| Exclusion | $595,607 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $164,432 | 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 | $164,432 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $164,432 | TotalRevenueColumnAmt |
| Exclusion | $164,432 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $26,500,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $418,363 | SecuritiesAmt |
| Other | $16,064,989 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$418,363 | SecuritiesAmt |
| Other | $10,435,011 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,016,648 | TotalRevenueColumnAmt |
| Exclusion | $10,016,648 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $15,955 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $333,855 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $140,823 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$124,868 | TotalRevenueColumnAmt |
| Exclusion | -$124,868 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| SENIOR LIVING ANCILLAR | 623000 | $464,546 | $464,546 |
| MANAGEMENT FEE | 623000 | $422,376 | $422,376 |
| TRAINING REIMBURSEMENT | 624110 | $198,000 | $198,000 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$684,178 | TotalRevenueColumnAmt |
| Exclusion | -$684,178 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $400,744 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $103,996,323 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $66,913,086 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,052,563 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,550,426 | TotalAmt |
| Program Services | $7,550,426 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,530,630 | TotalAmt |
| Management And General | $1,530,630 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,804,562 | TotalAmt |
| Program Services | $42,365,264 | ProgramServicesAmt |
| Management And General | $4,493,312 | ManagementAndGeneralAmt |
| Fundraising | $945,986 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $332,518 | TotalAmt |
| Program Services | $283,209 | ProgramServicesAmt |
| Management And General | $43,418 | ManagementAndGeneralAmt |
| Fundraising | $5,891 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,655,252 | TotalAmt |
| Program Services | $3,148,861 | ProgramServicesAmt |
| Management And General | $440,893 | ManagementAndGeneralAmt |
| Fundraising | $65,498 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,093,372 | TotalAmt |
| Program Services | $3,556,090 | ProgramServicesAmt |
| Management And General | $458,211 | ManagementAndGeneralAmt |
| Fundraising | $79,071 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $346,641 | TotalAmt |
| Program Services | $275,639 | ProgramServicesAmt |
| Management And General | $70,216 | ManagementAndGeneralAmt |
| Fundraising | $786 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,390 | TotalAmt |
| Program Services | $166,501 | ProgramServicesAmt |
| Management And General | $42,415 | ManagementAndGeneralAmt |
| Fundraising | $474 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,000 | TotalAmt |
| Management And General | $46,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,792,588 | TotalAmt |
| Program Services | $10,172,282 | ProgramServicesAmt |
| Management And General | $2,591,296 | ManagementAndGeneralAmt |
| Fundraising | $29,010 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,507,726 | TotalAmt |
| Program Services | $2,431,359 | ProgramServicesAmt |
| Management And General | $66,242 | ManagementAndGeneralAmt |
| Fundraising | $10,125 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,942,138 | TotalAmt |
| Program Services | $2,977,291 | ProgramServicesAmt |
| Management And General | -$96,875 | ManagementAndGeneralAmt |
| Fundraising | $61,722 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,255,204 | TotalAmt |
| Program Services | $1,186,533 | ProgramServicesAmt |
| Management And General | $48,808 | ManagementAndGeneralAmt |
| Fundraising | $19,863 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,338,514 | TotalAmt |
| Program Services | $1,242,693 | ProgramServicesAmt |
| Management And General | $95,821 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,398,966 | TotalAmt |
| Program Services | $2,560,037 | ProgramServicesAmt |
| Management And General | $835,881 | ManagementAndGeneralAmt |
| Fundraising | $3,048 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,972,005 | TotalAmt |
| Program Services | $3,707,367 | ProgramServicesAmt |
| Management And General | $242,491 | ManagementAndGeneralAmt |
| Fundraising | $22,147 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIRS & MAINTENANCE | $2,090,132 | $1,959,608 | $88,167 | $42,357 |
| FOOD | $1,426,354 | $1,426,354 | ||
| BAD DEBT EXPENSE | $1,102,962 | $1,102,183 | $1 | $778 |
| PRINTING & PUBLICATIONS | $819,386 | $385,754 | $385,070 | $48,562 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,946,874 | TotalAmt |
| Program Services | $1,982,313 | ProgramServicesAmt |
| Management And General | -$93,072 | ManagementAndGeneralAmt |
| Fundraising | $57,633 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,161,640 | TotalAmt |
| Program Services | $88,479,764 | ProgramServicesAmt |
| Management And General | $11,288,925 | ManagementAndGeneralAmt |
| Fundraising | $1,392,951 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,203,865 | BOYAmt |
| EOY | $1,229,409 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $781,570 | BOYAmt |
| EOY | $325,451 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $672,824 | BOYAmt |
| EOY | $5,430,919 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,091,398 | BOYAmt |
| EOY | $9,102,694 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $13,107,555 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $561,134 | BOYAmt |
| EOY | $720,974 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,463,421 | BOYAmt |
| EOY | $1,548,342 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $67,500,319 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $46,767,752 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,091,506 | BOYAmt |
| EOY | $20,732,567 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,272,301 | BOYAmt |
| EOY | $5,489,193 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,323,202 | BOYAmt |
| EOY | -$1,776,793 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,169 | BOYAmt |
| EOY | $421,033 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,235,030 | BOYAmt |
| EOY | $5,676,925 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,245,016 | BOYAmt |
| EOY | $62,008,269 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,585,376 | BOYAmt |
| EOY | $8,896,903 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,059,459 | BOYAmt |
| EOY | $2,506,026 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,840,000 | BOYAmt |
| EOY | $10,700,036 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $702,164 | BOYAmt |
| EOY | $467,759 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,414,482 | BOYAmt |
| EOY | $5,562,643 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,884,926 | BOYAmt |
| EOY | $5,989,159 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,486,407 | BOYAmt |
| EOY | $34,122,526 | 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 | $20,167,215 | BOYAmt |
| EOY | $23,640,800 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,591,394 | BOYAmt |
| EOY | $4,244,943 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,758,609 | BOYAmt |
| EOY | $27,885,743 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,245,016 | BOYAmt |
| EOY | $62,008,269 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,834,683 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $975,524 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$683,073 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,135,888 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,423,410 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $49,644,889 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,315,800 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,030,674 | CurrentTaxYearAmt |
| Total | $197,550,661 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,135,888 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,423,410 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $49,644,889 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,315,800 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,030,674 | CurrentTaxYearAmt |
| Total | $197,550,661 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $197,550,661 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $993,092 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $780,982 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $878,221 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $831,342 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $760,039 | CurrentTaxYearAmt |
| Total | $4,243,676 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $110,730 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $76,599 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $142,336 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $157,658 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $487,323 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,041,540 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $718,509 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $795,107 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$940,283 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $400,744 | CurrentTaxYearAmt |
| Total | $2,015,617 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $204,297,277 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $285,072,650 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.96700 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97230 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (1) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $46,000 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $46,000 | 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 | SAMARITAS DOES NOT ENGAGE IN ANY POLITICAL CAMPAIGN ACTIVITIES. WE WORK TO SHAPE STATE AND FEDERAL PUBLIC POLICY BY EDUCATING PUBLIC OFFICIALS AND ADVOCATING ON SPECIFIC ISSUES INCLUDING, BUT NOT LIMITED TO, AGING SERVICES, CHILD WELFARE, AFFORDABLE HOUSING, REFUGEE SERVICES, PERSONS WITH DISABILITIES AND OTHER NONPROFIT SECTOR ISSUES. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,691,159 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,005,685 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $667,611 | OtherExpendituresAmt |
| End Year Balance | $13,029,233 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,728,147 | BeginningYearBalanceAmt |
| Contributions | $54,060 | ContributionsAmt |
| Investment Earnings Or Losses | $2,397,054 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $693,994 | OtherExpendituresAmt |
| End Year Balance | $11,691,159 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,355,597 | BeginningYearBalanceAmt |
| Contributions | $213,561 | ContributionsAmt |
| Investment Earnings Or Losses | $1,658,989 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $500,000 | OtherExpendituresAmt |
| End Year Balance | $14,728,147 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,453,063 | BeginningYearBalanceAmt |
| Contributions | $32,433 | ContributionsAmt |
| Investment Earnings Or Losses | $1,370,101 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $500,000 | OtherExpendituresAmt |
| End Year Balance | $13,355,597 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,744,885 | BeginningYearBalanceAmt |
| Contributions | $14,133 | ContributionsAmt |
| Investment Earnings Or Losses | $2,134,115 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $440,070 | OtherExpendituresAmt |
| End Year Balance | $12,453,063 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.65127 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.34873 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $2,425,582 | InvestmentCostOrOtherBasisAmt |
| Book Value | $2,425,582 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $36,956,603 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $41,820,046 | DepreciationAmt |
| Book Value | -$4,863,443 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,703,242 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $345,278 | DepreciationAmt |
| Book Value | $1,357,964 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $26,414,892 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $4,602,428 | DepreciationAmt |
| Book Value | $21,812,464 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $20,732,567 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INTEREST RATE SWAPS | $415,489 |
| THIRD PARTY SETTLEMENT | $313,358 |
| FUNDS HELD IN TRUST | $548,494 |
| DEFERRED ANNUITY | $161,901 |
| RIGHT OF USE ASSETS | $3,798,523 |
| CASH RESERVES | $439,160 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,676,925 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| LEASE LIABILITY - OPERATING | $3,912,313 |
| DUE TO AFFILIATES | $1,034,735 |
| DEFERRED COMPENSATION | $582,111 |
| OTHER LONG-TERM DEBT | $460,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,989,159 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | SAMARITAS HAS PHYSICAL CUSTODY OF ASSETS HELD IN TRUST WHICH ARE NOT AVAILABLE FOR ITS USE. THESE ASSETS MAY BE DISBURSED ONLY ON THE INSTRUCTIONS OF THE ORGANIZATION OR INDIVIDUAL FROM WHOM THE ASSETS ARE RECEIVED. FUNDS INCLUDE FUNDS HELD IN TRUST FOR RESIDENTS, DEPOSITS AND PERSONAL FUNDS. THESE ASSETS ARE RECORDED AT FAIR MARKET VALUE AS OF DECEMBER 31, 2023. SAMARITAS ALSO HOLDS FUNDS IN TRUST FOR RESIDENTS' ENTRY FEE DEPOSITS WITH MAPLE CREEK SENIOR LIVING, LLC AND FOR DANISH VILLAGE, LDHA. |
| PART V, LINE 4: | THE ORGANIZATION'S ENDOWMENTS CONSIST OF EIGHT ENDOWMENT FUNDS AND WILL BE HELD IN PERPETUITY. THE INVESTMENT EARNINGS ON THE ENDOWMENTS ARE INTENDED TO BE USED FOR SPECIFIC PROGRAMS, AS RESTRICTED BY THE DONOR, OR FOR OPERATIONAL AND CAPITAL NEEDS OF THE ORGANIZATION, AS DETERMINED BY THE INVESTMENT COMMITTEE BASED ON A PRUDENT ANNUAL CALCULATION. THESE FUNDS ARE HELD BY THE SAMARITAS FOUNDATION. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BE THE ROCK GALA | Event1Nm |
| Gross Receipts Event1 | $190,260 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $183,170 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $7,090 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $37,487 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,125 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $30,057 | OtherDirectExpensesEvent1Amt |
| Event2 | RIPPLES GALA | Event2Nm |
| Gross Receipts Event2 | $159,550 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $150,685 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $8,865 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $850 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $49,884 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $2,250 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $19,170 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $349,810 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $333,855 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $15,955 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $850 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $87,371 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $3,375 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $49,227 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $140,823 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$124,868 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| FOSTER CARE AND PRESERVATION | 1598 | $1,492,047 |
| OUTREACH SERVICES | 6986 | $6,058,360 |
| SERVICES FOR PERSONS WITH DISABILITIES | 1 | $19 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | INDIVIDUALS WHO RECEIVE ASSISTANCE FROM SAMARITAS MUST MEET ELIGIBILITY REQUIREMENTS THAT ARE SET BY THE GRANTING AGENCIES FOR THE SPECIFIC PROGRAMS. PROGRAM MANAGERS MONITOR ELIGIBILITY TO ENSURE THAT THOSE SERVED MEET THE CRITERIA. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| 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 |
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JENNY CEDERSTROM | ||||||||||||||
| CFO | $195,413 | $0 | $49,532 | $0 | $158,925 | $0 | $16,442 | $0 | $11,019 | $0 | $431,331 | $0 | $0 | $0 |
| SAMUEL BEALS | ||||||||||||||
| CEO | $39,518 | $0 | $35,997 | $0 | $304,924 | $0 | $0 | $0 | $10 | $0 | $380,449 | $0 | $0 | $0 |
| DAVID MORIN | ||||||||||||||
| CEO | $282,693 | $0 | $14,722 | $0 | $0 | $0 | $0 | $0 | $1,212 | $0 | $298,627 | $0 | $0 | $0 |
| KEVIN VAN DEN BOSCH | ||||||||||||||
| COO, CHILD AND FAMILY | $185,359 | $0 | $32,403 | $0 | $0 | $0 | $22,500 | $0 | $22,481 | $0 | $262,743 | $0 | $0 | $0 |
| KELLI DOBNER | ||||||||||||||
| CHIEF ADVANCEMENT OFFICER | $148,953 | $0 | $40,344 | $0 | $0 | $0 | $22,500 | $0 | $7,125 | $0 | $218,922 | $0 | $0 | $0 |
| CHARLES CAINE | ||||||||||||||
| VP, INFORMATION TECH | $178,397 | $0 | $16,892 | $0 | $0 | $0 | $0 | $0 | $16,414 | $0 | $211,703 | $0 | $0 | $0 |
| WENDY PERRY | ||||||||||||||
| DIR, BUDGET & CONTRACTS | $156,892 | $0 | $14,818 | $0 | $0 | $0 | $0 | $0 | $7,768 | $0 | $179,478 | $0 | $0 | $0 |
| CHERYL KOHS | ||||||||||||||
| DIR, MARKETING | $151,155 | $0 | $14,271 | $0 | $0 | $0 | $0 | $0 | $9,751 | $0 | $175,177 | $0 | $0 | $0 |
| TODD HANSELMAN | ||||||||||||||
| VP, HUMAN RESOURCES DVLPT | $141,741 | $0 | $13,066 | $0 | $0 | $0 | $0 | $0 | $19,305 | $0 | $174,112 | $0 | $0 | $0 |
| JEANNE-DARC UMWANA | ||||||||||||||
| CHARGE NURSE - LPN | $117,361 | $0 | $32,044 | $0 | $0 | $0 | $0 | $0 | $9,632 | $0 | $159,037 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE ORGANIZATION PAYS FOR THE CHIEF EXECUTIVE OFFICER AND CHIEF ADVANCEMENT OFFICER'S MEMBERSHIP TO A SOCIAL/ATHLETIC CLUB. THIS MEMBERSHIP IS ISSUED BY THE ORGANIZATION FOR DEVELOPMENT PURPOSES AND BUSINESS MEETINGS AND IS THEREFORE NOT INCLUDED IN THE EMPLOYEE'S TAXABLE INCOME. |
| PART I, LINE 4A | JENNY CEDERSTROM, $158,924.55 AN EXECUTIVE SEVERANCE AGREEMENT WITH STANDARD TERMS. SAMUEL BEALS, $304,924.00 AN EXECUTIVE SEVERANCE AGREEMENT WITH STANDARD TERMS. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ECONOMIC DEVELOPMENT CORP - CITY OF GRAND RAPIDS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 521701965 | BondIssuerEIN |
| Bond Issued | 2015-07-08 | BondIssuedDt |
| Issue Price | $21,045,000 | IssuePriceAmt |
| Purpose | RENOVATE GRAND RAPIDS PROPERTY | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $10,167,042 | RetiredAmt |
| Total Proceeds | $21,045,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $269,579 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $20,775,421 | OtherSpentProceedsAmt |
| Substantial Completion | 2015 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | Yes (1) | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | Yes (1) | Form8038TFiledInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 1000.000000000000 | TermOfHedgePct |
| Superintegrated Hedge | Yes (1) | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $23,355 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 24 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,373,271 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | AMOUNTS IN COLUMN (B) REPRESENT NUMBER OF CONTRIBUTIONS RECEIVED | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 PART I, LINE 6 | VOLUNTEERS GAVE 19,946 HOURS OF SERVICE IN SUPPORT OF THE FOLLOWING PROGRAMS: AFFORDABLE LIVING - 159 VOLUNTEERS - 953 HOURS, ADOPTIONS - 74 VOLUNTEERS - 450 HOURS, ADVANCEMENT - 71 VOLUNTEERS - 440 HOURS, FOSTER CARE - 12 VOLUNTEERS - 24 HOURS, REFUGEE FOSTER CARE - 16 VOLUNTEERS - 500 HOURS, NEW AMERICANS - 372 VOLUNTEERS - 16,643 HOURS, SAMARITAS BOARD OF DIRECTORS - 15 VOLUNTEERS - 936 HOURS |
| FORM 990, PART I, LINES 8 AND 9 | IN 2022, CERTAIN FUNDING FROM THE STATE OF MICHIGAN WAS REPORTED AS CONTRIBUTIONS AND GRANTS ON PART I, LINE 8 (CORRESPONDING TO PART VIII, LINE 1H). IN 2023, IT WAS DETERMINED THAT THIS FUNDING IS MORE PROPERLY REPORTED AS PROGRAM SERVICE REVENUE. FOR 2023, THIS FUNDING IS REPORTED ON PART I, LINE 9 (CORRESPONDING TO PART VIII, LINE 2). AS SUCH, THE PRIOR YEAR AND CURRENT YEAR AMOUNTS REPORTED ON PART I, LINES 8 AND 9 SHOULD BE CONSIDERED IN TOTAL IN ORDER TO PROPERLY COMPARE THE YEARS IN QUESTION. |
| FORM 990 PART III, LINE 1 | WE WALK WITH PEOPLE IN NEED, OFFERING HOPE AND COMPASSION WHILE UPHOLDING THEIR DIGNITY, ADVOCATING FOR EQUALITY AND JUSTICE, AND SEEKING CREATIVE SOLUTIONS. A SOCIAL MINISTRY OF THE EVANGELICAL LUTHERAN CHURCH IN AMERICA (ELCA), SAMARITAS IS NOT JUST FOR LUTHERANS. THE CHURCH HAS BEEN MEETING PEOPLE'S NEEDS SINCE THE EARLY 1900S WHEN A LUTHERAN "CITY MISSIONARY" ARRIVED IN DETROIT TO PROVIDE SERVICES TO THE POOR. FROM THE VERY BEGINNING, SAMARITAS HAS REACHED OUT TO INDIVIDUALS REGARDLESS OF THEIR RELIGION, RACE, SEXUAL ORIENTATION OR ETHNICITY. TODAY, MOTIVATED TO SERVE OTHERS AS AN EXPRESSION OF THE LOVE OF CHRIST, SAMARITAS HELPS THOSE IN NEED REGARDLESS OF RELIGION, RACE, ETHNICITY OR NATIONAL ORIGIN. THE ORGANIZATION WAS INCORPORATED AS THE LUTHERAN INNER MISSION LEAGUE IN 1934. TODAY, SAMARITAS SPANS THE STATE'S LOWER PENINSULA WITH MORE THAN 70 PROGRAM SITES IN 40 CITIES. SAMARITAS' DIVERSE STAFF SHARE A DEDICATION TO SERVING THEIR FELLOW HUMANS BY DOING THE RIGHT THING, FOR THE RIGHT REASONS, EVERY DAY. |
| FORM 990, PART III, LINE 3 | SAMARITAS SOLD THREE OF ITS FIVE SENIOR LIVING FACILITIES IN 2023. THE REMAINING TWO SENIOR LIVING FACILITIES ARE ANTICIPATED TO BE SOLD IN 2024. |
| FORM 990, PART VI, SECTION B, LINE 11B | PRIOR TO SUBMISSION TO THE IRS, THE FORMS ARE REVIEWED BY THE CHIEF FINANCIAL OFFICER AND THE DIRECTOR OF FINANCE. AFTER THE INITIAL REVIEW, THE FORM IS PROVIDED TO THE BOARD OF DIRECTORS FOR THEIR FINAL REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE WRITTEN CONFLICT OF INTEREST POLICY BY MONITORING CONTRACTS, INVOICES, AND PERSONNEL, AND BY REQUESTING INFORMATION AT ALL BOARD MEETINGS. IF A CONFLICT OF INTEREST IS FOUND, THE INDIVIDUAL(S) ARE PROHIBITED FROM VOTING. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE DETERMINES CEO COMPENSATION USING COMPARATIVE DATA COMPILED BY INTERNAL AND EXTERNAL HUMAN RESOURCE SOURCES ALONG WITH SPECIFIC GOAL ACHIEVEMENTS. AT THE DIRECTION OF THE HUMAN RESOURCES DEPARTMENT, COMPARABLE DATA AND BUDGETARY GUIDELINES ARE USED TO DETERMINE COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES. THE PROCESS FOR DETERMINING COMPENSATION OCCURS ANNUALLY, AND IT WAS CONTEMPORANEOUSLY SUBSTANTIATED FOR 2023. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CASUAL LABOR: PROGRAM SERVICE EXPENSES 4,060,579. MANAGEMENT AND GENERAL EXPENSES 63,880. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,124,459. DIETARY CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 3,089,069. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,089,069. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 1,081,458. MANAGEMENT AND GENERAL EXPENSES 935,388. FUNDRAISING EXPENSES 14,918. TOTAL EXPENSES 2,031,764. SOFTWARE LICENSING FEE: PROGRAM SERVICE EXPENSES 157,177. MANAGEMENT AND GENERAL EXPENSES 843,869. FUNDRAISING EXPENSES 1,261. TOTAL EXPENSES 1,002,307. THERAPY FEES (PHYSICAL, SPEECH, OCCUPATIONAL): PROGRAM SERVICE EXPENSES 571,336. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 571,336. ADOPTION FEES: PROGRAM SERVICE EXPENSES 322,658. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 322,658. CONSULTANTS: PROGRAM SERVICE EXPENSES 139,000. MANAGEMENT AND GENERAL EXPENSES 139,548. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 278,548. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 309,605. MANAGEMENT AND GENERAL EXPENSES 608,611. FUNDRAISING EXPENSES 12,831. TOTAL EXPENSES 931,047. LAUNDRY SERVICES: PROGRAM SERVICE EXPENSES 441,400. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 441,400. |
| FORM 990, PART X, LINES 3, 4, 7 AND 15 | IN 2022, CERTAIN BALANCES REPORTED AS PLEDGES AND GRANTS RECEIVABLE, ACCOUNTS RECEIVABLE, AND NOTES/LOANS RECEIVABLE WERE REPORTED ON LINES 3, 4 AND 15. IN 2023, THE BALANCES ARE PROPERLY REPORTED ON LINES 3, 4, AND 7. CHANGES FROM BEGINNING OF YEAR (COLUMN A) AND END OF YEAR (COLUMN B) ARE REFLECTIVE OF PROPER END OF YEAR REPORTING FOR THESE ITEMS. |
| FORM 990, PART XI, LINE 9: | CHANGE IN INTEREST RATE SWAP -643,513. PRIOR PERIOD PLEDGE WRITTEN OFF -2,500. ADJUSTMENT FOR DISCONTINUED OPERATIONS -37,060. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| SAMARITAS AFFORDABLE LIVING SPRING LAKE GP LLC | |||||||||
| 8131 E JEFFERSON AVE | DETROIT | MI | 48214 | 872796621 | HOUSING ASSISTANCE | MI | $0 | $1,813,164 | SAMARITAS |
| HOPE DEVELOPMENT SOLUTIONS LLC | |||||||||
| 8131 E JEFFERSON AVE | DETROIT | MI | 48214 | 205529686 | DEVELOPMENT | MI | $433,750 | $5,576 | SAMARITAS |
| DANISH SUB LP LLC | |||||||||
| 8131 E JEFFERSON AVE | DETROIT | MI | 48214 | 883441323 | HOUSING ASSISTANCE | MI | -$453,568 | $7,091,461 | SAMARITAS |
| ADRIAN VILLAGE GP LLC | |||||||||
| 8131 E JEFFERSON AVE | DETROIT | MI | 48214 | 460876659 | HOUSING ASSISTANCE | MI | -$41 | $729 | SAMARITAS |
| LAKEVIEW CADILLAC HOLDING LLC | |||||||||
| 8131 E JEFFERSON AVE | DETROIT | MI | 48214 | 272825968 | HOUSING ASSISTANCE | MI | $0 | $2,884,712 | SAMARITAS |
| MAPLE CREEK SENIOR LIVING LLC | |||||||||
| 8131 E JEFFERSON AVE | DETROIT | MI | 48214 | HOUSING ASSISTANCE | MI | -$427,994 | $9,634,902 | SAMARITAS | |
| DANISH VILLAGE GP LLC | |||||||||
| 8131 E JEFFERSON AVE | DETROIT | MI | 48214 | 205529744 | HOUSING ASSISTANCE | MI | -$45 | $12 | SAMARITAS |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EVANGELICAL LUTHERAN CHURCH IN AMERICA | |||||||||||
| 8765 W HIGGINS ROAD | CHICAGO | IL | 60631 | 411568278 | CHURCH | MI | 501(C)(3) | LINE 1 | N/A | 0 | |
| SAMARITAS FOUNDATION | |||||||||||
| 8131 E JEFFERSON AVE | DETROIT | MI | 48214 | 383201490 | ENDOWMENT FUND | MI | 501(C)(3) | LINE 12A | Yes (1) | SAMARITAS | |
| LUTHERAN HOUSING CORP OF CHEBOYGAN | |||||||||||
| 1035 STANLEY STREET | CHEBOYGAN | MI | 49721 | 382593772 | LOW INCOME HOUSING | MI | 501(C)(3) | LINE 10 | Yes (1) | SAMARITAS | |
| LUTHERAN HOUSING CORPORATION OF ALPENA | |||||||||||
| 210 WILSON ST | ALPENA | MI | 49707 | 382534392 | LOW INCOME HOUSING | MI | 501(C)(3) | LINE 10 | Yes (1) | SAMARITAS | |
| LUTHERAN HOUSING CORP OF ANN ARBOR | |||||||||||
| 8131 E JEFFERSON AVE | DETROIT | MI | 48214 | 383112348 | LOW INCOME HOUSING | MI | 501(C)(3) | LINE 10 | Yes (1) | SAMARITAS | |
| LUTHERAN HOUSING CORPORATION OF MONROE | |||||||||||
| 8131 E JEFFERSON AVE | DETROIT | MI | 48214 | 383258345 | LOW INCOME HOUSING | MI | 501(C)(3) | LINE 10 | Yes (1) | SAMARITAS | |
| LUTHERAN NP HOUSING CORP - LANSING | |||||||||||
| 8131 E JEFFERSON AVE | DETROIT | MI | 48214 | 300141220 | LOW INCOME HOUSING | MI | 501(C)(3) | LINE 10 | Yes (1) | SAMARITAS | |
| LUTHERAN HOUSING CORPORATION - CALVARY | |||||||||||
| 4950 GATESHEAD STREET | DETROIT | MI | 48236 | 208466348 | LOW INCOME HOUSING | MI | 501(C)(3) | LINE 10 | Yes (1) | SAMARITAS | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Share Of Total IncomeShareOfTotalIncomeAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SAMARITAS AFFORDABLE LIVING SPRING LAKE LDHA LP | |||||||||||||
| 8131 E JEFFERSON AVE | DETROIT | MI | 48214 | 872850715 | LOW INCOME HOUSING | MI | SAMARITAS AFFORDABLE LIVING SPRING LAKE GP LLC | RELATED | $1,813,164 | 0 | Yes (1) | 0.00010 | |
| DANISH VILLAGE LDHA LP | |||||||||||||
| 8131 E JEFFERSON AVE | DETROIT | MI | 48214 | 202660328 | LOW INCOME HOUSING | MI | DANISH VILLAGE GP LLC | RELATED | $7,091,473 | 0 | Yes (1) | 1.00000 | -$453,613 |
| ADRIAN VILLAGE LDHA LP | |||||||||||||
| 8131 E JEFFERSON AVE | DETROIT | MI | 48214 | 454532834 | LOW INCOME HOUSING | MI | ADRIAN VILLAGE GP LLC | RELATED | $1,591,846 | 0 | Yes (1) | 0.00010 | -$41 |
| VILLAGE PINES OF MONROE LDHA LP | |||||||||||||
| 8131 E JEFFERSON AVE | DETROIT | MI | 48214 | 462026125 | LOW INCOME HOUSING | MI | VILLAGES PINES OF MONROE GP LLC | RELATED | $5,098,629 | 0 | Yes (1) | 0.00010 | -$45 |
| SAMARITAS AFFORDABLE LIVING GRAND RAPIDS LDHA LP | |||||||||||||
| 8131 E JEFFERSON AVE | DETROIT | MI | 48214 | 824954642 | LOW INCOME HOUSING | MI | SAMARITAS AFFORDABLE LIVING GRAND RAPIDS GP LLC | RELATED | $205,317 | 0 | Yes (1) | 0.00010 | -$17 |
| SAMARITAS AFFORDABLE LIVING MUSKEGON LDHA LP | |||||||||||||
| 8131 E JEFFERSON AVE | DETROIT | MI | 48214 | 845063545 | LOW INCOME HOUSING | MI | SAMARITAS AFFORDABLE LIVING MUSKEGON GP LLC | RELATED | $1,701,141 | 0 | Yes (1) | 0.00010 | -$20 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SAMARITAS AFFORDABLE LIVING MUSKEGON GP LLC | ||||||||||||
| 8131 E JEFFERSON AVE | DETROIT | MI | 48214 | 845071184 | HOUSING ASSISTANCE | MI | SAMARITAS | C | -$20 | $1,701,141 | 1.00000 | Yes (1) |
| SAMARITAS AFFORDABLE LIVING GRAND RAPIDS GP LLC | ||||||||||||
| 8131 E JEFFERSON AVE | DETROIT | MI | 48214 | 824984621 | HOUSING ASSISTANCE | MI | SAMARITAS | C | -$17 | $205,317 | 1.00000 | Yes (1) |
| VILLAGES PINES OF MONROE GP LLC | ||||||||||||
| 8131 E JEFFERSON AVE | DETROIT | MI | 48214 | 473801788 | HOUSING ASSISTANCE | MI | SAMARITAS | C | -$45 | $5,098,089 | 1.00000 | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SAMARITAS FOUNDATION | ||
| C | $667,906 | FMV |
| SAMARITAS FOUNDATION | ||
| E | $10,877,958 | FMV |
| SAMARITAS FOUNDATION | ||
| L | $168,000 | FMV |
| SAMARITAS FOUNDATION | ||
| K | $129,847 | FMV |