Samaritan Auxiliary FY2020 filing

Tax-deductible

Watertown, NY501(c)(3)HospitalsEIN 22-2447010

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The mission of the Samaritan Auxiliary shall be to continue the tradition of serving as ambassadors and volunteers to support and enhance the goals of Samaritan medical center, Samaritan keep home, and Samaritan summit village.

501(c)(3) charity; gifts are tax-deductible.
96¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $14K a year · 7% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
96%
of spending
Looks good: 96% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
2 mo
of spending, in cash
Fine: 1.6 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $1K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$268K
131% of total assets
Concern: liabilities are 131% of assets; over 80%.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$149K
Spent
$204K
To programs
96%
Net assets
−$63K
By yearFY2020–FY2024
Revenue
$149K
FY2020
Revenue by fiscal year
FY2020$149K
FY2021$160K
FY2022$202K
FY2023$202K
FY2024$238K
Expenses
$204K
FY2020
Expenses by fiscal year
FY2020$204K
FY2021$126K
FY2022$180K
FY2023$179K
FY2024$192K
Net assets
−$63K
FY2020
Net assets by fiscal year
FY2020−$63K
FY2021−$39K
FY2022−$34K
FY2023−$5K
FY2024$47K

From the FY2020 Form 990 · see the original

You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jan 1985.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

96 cents of each dollar spent went to programs.

Program services 96% · $196K Management & general 3% · $5K Fundraising 1% · $3K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

15 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Vice Preside
$0Pt VII · Sec A
Interim Secr
$0Pt VII · Sec A
Treasurer -
$0Pt VII · Sec A
Past Preside
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
See Samaritan Auxiliary executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Support and enhance Samaritan Medical Center, Keep Home, and Summit Village through volunteer ambassadorship.

Provided by the organization

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3 program services account for $196K of program spending, described in the organization's own filed words · FY2020.
01

Service Program and Equipment Purchases

Through various activities the auxiliary raises monies to provide equipment and various services for the beneift of those who use the hospital's facilities.

$159Kprogram expense
02

Gift Shop

The auxiliary operates the gift shops at samaritan medical center, samaritan keep home, and samaritan summit village for the benefit of those who visit or use the facilities.

$26Kprogram expense
03

Starbucks Kiosk

Operation of a snack kiosk in the main lobby of samaritan medical center to service visitors and patients of the hospital.

$11Kprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 2 funders$1K
Grants paid · 5 grants · $508K · 2020–2024
Samaritan Medical CenterNY · FY2024$65,598
Samaritan Medical CenterNY · FY2023$87,661
Samaritan Medical CenterNY · FY2022$110,323
Samaritan Medical CenterNY · FY2021$85,096
Samaritan Medical CenterNY · FY2020$159,042

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$149K
Ln 12
Gifts and grantsLn 1h$95K
Other incomeLn 4–11$43K
Investment incomeLn 3$10K
Money outPt IX
$204K
Ln 25
Programscol B$196K
Managementcol C$5K
Fundraisingcol D$3K
Owns and owesPt X
−$63K
net assets · Ln 32
Cash and savingsLn 1–2$28K
Total assetsLn 16$205K
LiabilitiesLn 26$268K
PeoplePt VI, VII
15
listed · VII A
PaidVII A0
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$95K
Fundraising eventsLn 1c$82K
Fees for servicesLn 2g$415
Investment incomeLn 3$10K
Other incomeLn 4–11$43K
Gains on assetsLn 7$3K
Total revenueLn 12$149K
Assets in detailPt X, end of year
CashLn 1$28K
Cash and savings togetherLn 1–2$28K
InvestmentsLn 11–13$145K
Total assetsLn 16$205K
LiabilitiesLn 26$268K
Net assetsLn 32−$63K
OperationsPt I, VI
EmployeesI 50
VolunteersI 650
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$64K$28K
InvestmentsLn 11–13$191K$145K
Total assetsLn 16$291K$205K
LiabilitiesLn 26$301K$268K
Net assetsLn 32−$11K−$63K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$159K$159K
Management feesLn 11a$30K$30K
Accounting feesLn 11c$6K$2K$4K
Other fees for servicesLn 11g$5K$4K$1K
Office expensesLn 13$848$262$586
Conferences, conventions and meetingsLn 19$35$35
Other expenses (24a–d)Ln 24$3K$288$3K
Total functional expensesLn 25$204K$196K$5K$3K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $238K$192K$46K$47K 990 PDF
FY2023 $202K$179K$23K−$5K 990 PDF
FY2022 $202K$180K$22K−$34K 990 PDF
FY2021 $160K$126K$34K−$39K 990 PDF
FY2020 Viewing $149K$204K−$56K−$63K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (4 parts)
Part VIII · Statement of revenue $148,650 across 8 lines filed
Lines not itemized here account for $25,324 of total revenue; see the IRS return.
VIII-1c Fundraising events$82,111
VIII-1f All other contributions, gifts and grants$13,063
VIII-1h Total contributions, gifts and grants$95,174
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $415$415
VIII-3 Investment incomeExcluded from tax $7,751$7,751
VIII-7 Net gain or loss on sales of assetsExcluded from tax $2,555$2,555
VIII-8 Net income from fundraising eventsExcluded from tax $17,431$17,431
VIII-12 Total revenueRelated to mission $25,739 · Excluded from tax $27,737$148,650
Part IX · Statement of functional expenses $204,393 across 7 lines filed
IX-1 Grants to domestic organizationsPrograms $159,042$159,042
IX-11a Management feesPrograms $30,247$30,247
IX-11c Accounting feesPrograms $2,500 · Management $3,600$6,100
IX-11g Other fees for servicesPrograms $3,733 · Management $1,050$4,783
IX-13 Office expensesPrograms $262 · Management $586$848
IX-19 Conferences, conventions and meetingsPrograms $35$35
IX-24 Other expenses (24a–d)Programs $288 · Fundraising $3,050$3,338
IX-25 Total functional expensesPrograms $196,107 · Management $5,236 · Fundraising $3,050$204,393
Part X · Balance sheet $205,052 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $64,340$27,724
X-8 Inventories for sale or useStart of year $32,428$32,428
X-11 Publicly traded securitiesStart of year $191,433$144,900
X-16 Total assetsStart of year $290,712$205,052
X-17 Accounts payable and accrued expensesStart of year $58,698$1,505
X-24 Unsecured notes and loans payableStart of year $240,053$229,715
X-25 Other liabilitiesStart of year $2,738$37,000
X-26 Total liabilitiesStart of year $301,489$268,220
X-27 Net assets without donor restrictionsStart of year −$10,777−$63,168
X-32 Total net assets or fund balancesStart of year −$10,777−$63,168
X-33 Total liabilities and net assetsStart of year $290,712$205,052
Part XI · Reconciliation of net assets −$63,168 net assets at year end
XI-1 Total revenue$148,650
XI-2 Total expenses$204,393
XI-3 Revenue less expenses−$55,743
XI-4 Net assets at start of year−$10,777
XI-5 Net unrealized gains (losses) on investments$3,352
XI-10 Net assets at end of year−$63,168

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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