2025-11-16T11:29:53-06:00 2024-12-31 911194016 CLARK NUBER PS 555 110TH AVE NE SUITE 700 BELLEVUE WA 98004 990 2024-01-01 381360553 SAMARITAS SAMA 3138237700 8131 E JEFFERSON AVENUE DETROIT MI 48214 BRIDGETTE ZAPPACOSTA CFO 3138237700 2025-11-15 1 0 MEGAN R RYAN P00737884 4254544919 2025-11-15 2024 2025-03-06 01:10:19Z LUTHERAN SOCIAL SERVICES OF MICHIGAN DAVID MORIN 8131 E JEFFERSON AVENUE DETROIT MI 48214 137429851 0 9386 X WWW.SAMARITAS.ORG X 1934 MI 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. 13 13 818 814 0 0 26030674 37683027 66913086 50024140 10612255 17630304 440308 1040599 103996323 106378070 7550426 9020412 0 0 57416334 56055154 0 0 1171149 36194880 28023384 101161640 93098950 2834683 13279120 62008269 54606742 34122526 14595926 27885743 40010816 X SEE SCHEDULE O 0 1 31213758 21975931 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 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 ONE COMMUNITY FOR ASSISTED LIVING IN GRAND RAPIDS. THIS 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. SAMARITAS SENIOR LIVING HAS THREE STATE-LICENSED SKILLED CARE COMMUNITIES, LOCATED IN CADILLAC AND GRAND RAPIDS. 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 AND CADILLAC 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 27530256 9020412 17325953 SAMARITAS HAS BEEN PROVIDING SERVICES FOR CHILDREN AND FAMILIES SINCE 1934. WE ARE THE LARGEST PRIVATE FOSTER CARE ORGANIZATION IN MICHIGAN, WITH 11 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 PROVIDESUPPORT, 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. (SEE SCHEDULE O FOR ADDITIONAL PROGRAM DETAILS)IN 2024, SAMARITAS SERVED 2,067 DOMESTIC YOUTH IN OUR FOSTER CARE PROGRAM. 83% OF OUR YOUTH IN FOSTER CARE HAD 2 OR FEWER PLACEMENTS IN FOSTER HOMES. 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. 547 FAMILIES WERE SERVED BY THESE PROGRAMS IN 2024, OF WHICH 98% 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 2024, LAS FACILITATED ADOPTIONS FOR 196 YOUTH. 21305977 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. (SEE SCHEDULE O FOR ADDITIONAL PROGRAM DETAILS)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 SELFSUFFICIENCY 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 2024, SAMARITAS SETTLED 1032 REFUGEES AND SERVED A TOTAL OF 6,951 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-AROOM" 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. IN 2024, SAMARITAS SERVED 318 INDIVIDUALS IN REFUGEE AND FOSTER AND TRANSITIONAL FOSTER CARE. 629743 10722256 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 85 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 ISFOCUSED ON HELPING FAMILIES ENGAGE IN THE MANY SERVICES OFFERED IN ORDER TO LEAVE THE CENTER WITH A PERMANENT HOUSING OPTION. IN 2024, THE FAMILY CENTER PROVIDED 52 FAMILIES WITH TEMPORARY HOUSING. IN 2024, WE SERVED 66 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 ADAILY 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 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 2024, SAMARITAS SERVED 1,291 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 2024, SAMARITAS COMPLETED 417 TRAUMA ASSESSMENTS WITH 438 PERSONS.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 2024, SAMARITAS SERVED 1,560 RESIDENTS IN AFFORDABLE HOUSING APARTMENTS. 629743 10722256 80679734 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 260 0 818 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 MI X BRIDGETTE ZAPPACOSTA 3138237700 8131 E JEFFERSON AVENUE DETROIT MI 48214 DAVID LOCHNER CHAIR 5.00 0.00 X X 0 0 0 BRETT VANDERKAMP VICE-CHAIR 1.00 0.00 X X 0 0 0 JASON PAULATEER SECRETARY 1.00 0.00 X X 0 0 0 JOHN VANDEGUCHTE TREASURER 1.00 0.00 X X 0 0 0 ANDREW BLUM DIRECTOR 1.00 0.00 X 0 0 0 TRACEY BRAME DIRECTOR 1.00 0.00 X 0 0 0 KIRK DORNBUSH DIRECTOR 1.00 0.00 X 0 0 0 GERALD FERGUSON DIRECTOR 1.00 0.00 X 0 0 0 JEANINE HATCHER DIRECTOR 1.00 0.00 X 0 0 0 DON KREISS DIRECTOR 1.00 0.00 X 0 0 0 SARAH POBOCIK DIRECTOR 1.00 0.00 X 0 0 0 KUSH SHAQIRI DIRECTOR 1.00 0.00 X 0 0 0 LATRICIA TRICE DIRECTOR 1.00 0.00 X 0 0 0 MARY ANNE JONES DIRECTOR THRU 06/24 1.00 0.00 X 0 0 0 DAN CARTER DIRECTOR THRU 06/24 1.00 0.00 X 0 0 0 DALE GERARD DIRECTOR THRU 06/24 1.00 0.00 X 0 0 0 DAVID MORIN CEO 50.00 1.00 X 325498 0 10 CYNTHIA SIKINA INTERIM CFO 40.00 0.00 X 0 0 0 KEVIN VAN DEN BOSCH COO, CHILD AND FAMILY THRU 12/24 50.00 0.00 X 340869 0 20381 KELLI DOBNER CHIEF GROWTH OFFICER 50.00 0.00 X 219424 0 0 CELIA PETE DIR. STRATEGIC INITIATIVES 40.00 0.00 X 224486 0 11395 CHARLES CAINE CHIEF OPERATIONS OFFICER 40.00 0.00 X 187571 0 15751 LISA GAMBLE ADMINISTRATOR, SNF 40.00 0.00 X 195109 0 2660 TODD HANSELMAN CHIEF TALENT OFFICER 40.00 0.00 X 174488 0 18530 BETH COVAULT EXECUTIVE DIRECTOR, SR LIVING 40.00 0.00 X 188798 0 1570 JENNY CEDERSTROM FORMER OFFICER 0.00 0.00 X 196020 0 0 2052263 0 70297 39 1 1 0 CAREER STAFF UNLIMITED LLC PO BOX 301076 DALLAS TX 75303 MEDICAL STAFFING PROVIDER 523979 JOBCOM 2805 COIT NE GRAND RAPIDS MI 49505 MEDICAL STAFFING PROVIDER 412806 AFIA PO BOX 186859 HAMDEN CT 06518 MANAGEMENT SERVICES 392132 CLARK NUBER PS 555 110TH AVE NE SUITE 700 BELLEVUE WA 98004 ACCOUNTING SERVICES 374417 AMERGIS HEALTHCARE STAFFING INC 12558 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 MEDICAL STAFFING PROVIDER 346618 17 331117 4640306 17732949 14978655 141751 37683027 SENIOR LIVING SERVICES 623000 21975931 21975931 FOSTER CARE SERVICE 624100 17325953 17325953 CMH FEES 623990 5070906 5070906 SUD FEES 623990 3111416 3111416 PROGRAM SERVICE FEES 623990 1133057 1133057 1406877 1406877 50024140 653710 653710 219656 0 219656 219656 219656 17967701 29853709 14548401 16296415 3419300 13557294 16976594 16976594 66511 331117 206965 -140454 -140454 MANAGEMENT FEE 623000 435988 435988 SR LIVING ANCILLARY 623000 247391 247391 TRAINING REIMBURSEMENT 624110 175500 175500 102518 102518 961397 106378070 50024140 0 18670903 9020412 9020412 906182 361250 325508 219424 46566295 40540970 5308462 716863 286755 232696 44244 9815 4124685 3629812 466477 28396 4171237 3592983 509268 68986 392132 392132 445305 353469 84759 7077 238263 12946 225317 66000 66000 7084377 5871414 1177447 35516 2167733 1885017 282716 1008779 136555 870943 1281 5122500 4871375 251125 1556720 1471713 64274 20733 111186 59912 28197 23077 550915 485470 65445 2074095 1894076 178572 1447 1060001 947457 106387 6157 BAD DEBT EXPENSE 1836848 1836848 REPAIRS AND MAINTENANCE 1424567 1293082 99108 32377 FOOD 1246087 1246087 EQUIPMENT RENTAL 156231 121576 34655 1481645 814614 667031 93098950 80679734 11248067 1171149 1229409 4278981 325451 1698782 5430919 6932973 9102694 6249758 13107555 11671115 720974 215581 1548342 1989850 10006100 5764038 20732567 4242062 5489193 13772394 -1776793 0 421033 0 5676925 3555246 62008269 54606742 8896903 7630650 2506026 2564670 10700036 0 467759 0 5562643 0 5989159 4400606 34122526 14595926 X 23640800 34704137 4244943 5306679 27885743 40010816 62008269 54606742 X 13279120 439306 -1593353 X 0 1 X 1 1 1 X 37423410 49644889 43315800 26030674 37683027 194097800 37423410 49644889 43315800 26030674 37683027 194097800 629630 193468170 780982 878221 831342 760039 873366 4123950 76599 142336 157658 376593 718509 795107 -940283 400744 961397 1935474 200533817 278165872 0.96480 0.96700 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SR LIVING ANCILLARY - 2020 AMOUNT: $ 336,079. 2021 AMOUNT: $ 434,475. 2022 AMOUNT: $ 409,092. 2023 AMOUNT: $ 464,546. 2024 AMOUNT: $ 247,391. TRAINING REIMBURSEMENT - 2020 AMOUNT: $ 262,622. 2021 AMOUNT: $ 330,308. 2022 AMOUNT: $ 232,500. 2023 AMOUNT: $ 198,000. 2024 AMOUNT: $ 175,500. GAIN/LOSS IN AFFILIATES - 2020 AMOUNT: $ 119,808. 2021 AMOUNT: $ 30,324. 2022 AMOUNT: $ -1,581,875. 2023 AMOUNT: $ -587,726. MANAGEMENT FEE - 2023 AMOUNT: $ 422,376. 2024 AMOUNT: $ 435,988. OTHER REVENUE - 2023 AMOUNT: $ -96,452. 2024 AMOUNT: $ 92,402. TENANT CHARGES - 2024 AMOUNT: $ 10,116. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 66000 0 0 0 66000 0 PART II-B, LINE 1: 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. 0 0 13029233 1211536 4000002 10240767 11691159 2005685 667611 13029233 14728147 54060 2397054 693994 11691159 13355597 213561 1658989 500000 14728147 12453063 32433 1370101 500000 13355597 0.00000 0.82861 0.17139 0 1 1 459989 459989 3003569 2342559 661010 1226298 594060 632238 5240764 2827419 2413345 75480 75480 4242062 FUNDS HELD IN TRUST 463798 CHARITABLE GIFT ANNUITY 161901 RIGHT OF USE ASSETS 2763599 RESTRICTED RESERVES 104975 DUE FROM RELATED PARTY 60973 3555246 LEASE LIABILITY - OPERATING 3129531 DUE TO AFFILIATES 430282 DEFERRED COMPENSATION 380793 OTHER LONG-TERM DEBT 460000 4400606 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. BE THE ROCK GALA 222882 201982 20900 61114 25345 31130 RIPPLES GALA 174746 129135 45611 17305 26944 45127 397628 331117 66511 78419 52289 76257 206965 -140454 1 FOSTER CARE AND PRESERVATION 1075 1533818 OUTREACH SERVICES 2562 7485976 SERVICES FOR PERSONS WITH DISABILITIES 1 618 PART I, LINE 2: 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. X 1 1 X X X 1 0 0 0 0 0 0 0 0 KEVIN VAN DEN BOSCH COO, CHILD AND FAMILY THRU 12/24 190962 0 0 0 149907 0 0 0 20381 0 361250 0 0 0 DAVID MORIN CEO 324853 0 0 0 645 0 0 0 10 0 325508 0 0 0 CELIA PETE DIR. STRATEGIC INITIATIVES 144092 0 80394 0 0 0 0 0 11395 0 235881 0 0 0 KELLI DOBNER CHIEF GROWTH OFFICER 219424 0 0 0 0 0 0 0 0 0 219424 0 0 0 CHARLES CAINE CHIEF OPERATIONS OFFICER 187571 0 0 0 0 0 0 0 15751 0 203322 0 0 0 LISA GAMBLE ADMINISTRATOR, SNF 129170 0 65939 0 0 0 0 0 2660 0 197769 0 0 0 JENNY CEDERSTROM FORMER OFFICER 0 0 0 0 196020 0 0 0 0 0 196020 0 167125 0 TODD HANSELMAN CHIEF TALENT OFFICER 170337 0 4151 0 0 0 0 0 18530 0 193018 0 0 0 BETH COVAULT EXECUTIVE DIRECTOR, SR LIVING 188798 0 0 0 0 0 0 0 1570 0 190368 0 0 0 PART I, LINE 1A THE ORGANIZATION PAYS FOR THE CHIEF GROWTH 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 THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING 2024 UNDER AN EXECUTIVE SEVERANCE AGREEMENT WITH STANDARD TERMS: JENNY CEDERSTROM ($28,895) AND KEVIN VAN DEN BOSCH ($131,322). X 2800 FAIR MARKET VALUE X 87400 FAIR MARKET VALUE X AUCTION ITEMS 104 51551 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): AMOUNTS IN COLUMN (B) REPRESENT NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART I, LINE 6: VOLUNTEERS GAVE 8,900 HOURS OF SERVICE IN SUPPORT OF THE FOLLOWING PROGRAMS: BOARDS AND CURRENT COUNCIL, ADVANCEMENT, ADOPTION, AFFORDABLE LIVING, HOMELESS SHELTER, REFUGEE SERVICES, AND FOSTER CARE. 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 PROGRAM SITES IN OVER 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 THE FINAL TWO SENIOR LIVING FACILITIES IN 2024. THIS WILL BE THE FINAL YEAR OF THE SENIOR LIVING SERVICES PROGRAM FOR SAMARITAS. FORM 990, PART VI, SECTION A, LINE 3 SAMARITAS PAID AFIA $392,132 FOR CHIEF FINANCIAL OFFICER SERVICES PERFORMED BY CYNTHIA SIKINA. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO SUBMISSION TO THE IRS, THE FORMS ARE REVIEWED BY THE CHIEF FINANCIAL OFFICER. 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 2024. 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 XI, LINE 9: DANISH VILLAGE LDHA LP - EQUITY DISTRIBUTION FROM DISSOLUTION -1,593,353. 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