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Samaritas Foundation FY2022 filing

Tax-deductible

Detroit, MI501(c)(3)Human Services EIN 38-3201490Revenue $655K in FY2022

On file with the IRSsamaritas.org8131 E Jefferson Ave, 48214-2610 · Detroit, MITax-exempt since May 2017Supporting org, Type I — 509(a)(3)

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To provide for the receipt of contributions and bequests for the benefits of supporting the mission of Samaritas.

501(c)(3) charity; gifts are tax-deductible.
70¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2022 · 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
2 of 5
filings with a surplus
Average surplus $58K a year · 3% of revenue · last 5 filings
Worth a look: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
70%
of spending
Fine: 70% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Cash reserves
4 mo
of spending, in cash
Plus $17.5M in investments, Pt X · Ln 11–13
Looks good: 4.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $37K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$497K
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
17
of 18 voting members
Looks good: 17 of 18 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$655K
-81% vs prior year
Spent
$991K
To programs
70%
Net assets
$18.7M
By yearFY2020–FY2024
Revenue
$655K
FY2022▼ -81%
Tap a bar for its year
Revenue by fiscal year
FY2020$4.5M
FY2021$3.5M
FY2022$655K
FY2023$63K
FY2024$607K
Expenses
$991K
FY2022▼ -20%
Tap a bar for its year
Expenses by fiscal year
FY2020$887K
FY2021$1.2M
FY2022$991K
FY2023$958K
FY2024$4.9M
Net assets
$18.7M
FY2022▼ -15%
Tap a bar for its year
Net assets by fiscal year
FY2020$20.1M
FY2021$22.1M
FY2022$18.7M
FY2023$20.9M
FY2024$18.0M

From the FY2022 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2022 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 May 2017.

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

Where the money goes

70 cents of each dollar spent went to programs.

Program services 70% · $691K Management & general 30% · $300K

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

23 people listed on the 990.

Part VII, Section A · reportable compensation
Sam Beals
Trustee
$0Pt VII · Sec A
David Wohleen
Chairperson
$0Pt VII · Sec A
Sarah Pobocik
Vice Chairperson
$0Pt VII · Sec A
Ellen Batkie
Secretary
$0Pt VII · Sec A
Bonnie Reyes
Treasurer
$0Pt VII · Sec A
Paul Balas
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Samaritas Foundation 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 15aNo

Programs and updates

Receives donations and bequests to support its mission.

Questions for Samaritas Foundation

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Provided by the organization

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1 program · $691K · in their own filed words · FY2022
01

The foundation is a supporting organization of samaritas. As a supporting organization, the foundation supports the mission of samaritas through grants paid for operational and capital purposes.

$691Kprogram expense

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
Fidelity Investments Charitable Gift FundFY2024$30K
Vanguard Charitable Endowment ProgramFY2024$7K
Pfizer Foundation INCFY2024$200
Total grants receivedfrom 3 funders$37K
See all 3 funders →
Grants paid · 4 grants · $6.6M · 2020–2024
SamaritasMI · FY2024$4,640,306
SamaritasMI · FY2023$667,609
SamaritasMI · FY2022$690,994
SamaritasMI · FY2020$602,000

By the numbers

The FY2022 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$655K
Ln 12
Gifts and grantsLn 1h$1.1M
Investment incomeLn 3$407K
Money outPt IX
$991K
Ln 25
Programscol B$691K
Managementcol C$300K
Owns and owesPt X
$18.7M
net assets · Ln 32
Cash and savingsLn 1–2$346K
Total assetsLn 16$19.2M
LiabilitiesLn 26$497K
PeoplePt VI, VII
23
listed · VII A
PaidVII A0
Voting boardVI 1a18
IndependentVI 1b17
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.1M
Investment incomeLn 3$407K
Gains on assetsLn 7−$852K
Total revenueLn 12$655K
Assets in detailPt X, end of year
CashLn 1$16K
SavingsLn 2$330K
Cash and savings togetherLn 1–2$346K
InvestmentsLn 11–13$17.5M
Land, buildings, equipmentLn 10c$1.3M
Other assetsLn 15$56K
Total assetsLn 16$19.2M
LiabilitiesLn 26$497K
Net assetsLn 32$18.7M
OperationsPt I, VI
EmployeesI 50
VolunteersI 61,200
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 FY22End FY22
Cash and savingsLn 1–2$818K$346K
InvestmentsLn 11–13$21.1M$17.5M
Land, buildings, equipmentLn 10c$869K$1.3M
Total assetsLn 16$22.9M$19.2M
LiabilitiesLn 26$843K$497K
Net assetsLn 32$22.1M$18.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$691K$691K
Management feesLn 11a$168K$168K
Investment management feesLn 11f$122K$122K
Other fees for servicesLn 11g$9K$9K
Office expensesLn 13$345$345
Total functional expensesLn 25$991K$691K$300K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $607K$4.9M−$4.3M$18.0M 990 PDF
FY2023 $63K$958K−$895K$20.9M 990 PDF
FY2022 Viewing $655K$991K−$336K$18.7M 990 PDF
FY2021 $3.5M$1.2M$2.2M$22.1M 990 PDF
FY2020 $4.5M$887K$3.6M$20.1M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2022 990 (6 parts)
Part I · Summary $654,930 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $648,136$1,100,288
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $2,827,580−$445,358
I-11 Other revenuePrior year −$1$0
I-12 Total revenuePrior year $3,475,715$654,930
I-13 Grants and similar amounts paidPrior year $916,000$690,994
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $327,637$300,090
I-18 Total expensesPrior year $1,243,637$991,084
I-19 Revenue less expensesPrior year $2,232,078−$336,154
Part VI · Governance 17 of 18 board members independent, 1 to look at
VI-1a Voting members of the governing body18
VI-1b Independent voting members17
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $654,930 across 6 lines filed
VIII-1d Related organizations$1,034,208
VIII-1f All other contributions, gifts and grants$66,080
VIII-1h Total contributions, gifts and grants$1,100,288
VIII-3 Investment incomeExcluded from tax $406,573$406,573
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$851,931−$851,931
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax −$445,358$654,930
Part IX · Statement of functional expenses $991,084 across 5 lines filed
IX-1 Grants to domestic organizationsPrograms $690,994$690,994
IX-11a Management feesManagement $168,000$168,000
IX-11f Investment management feesManagement $122,295$122,295
IX-11g Other fees for servicesManagement $9,450$9,450
IX-13 Office expensesManagement $345$345
IX-25 Total functional expensesPrograms $690,994 · Management $300,090 · Fundraising $0$991,084
Part X · Balance sheet $19,223,596 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $16,722$16,300
X-2 Savings and temporary cash investmentsStart of year $801,040$329,502
X-3 Pledges and grants receivableStart of year $47,961$20,924
X-9 Prepaid expenses and deferred charges$18,068
X-10c Land, buildings and equipment, netStart of year $868,728$1,263,538
X-11 Publicly traded securitiesStart of year $21,099,731$17,519,758
X-15 Other assetsStart of year $81,302$55,506
X-16 Total assetsStart of year $22,915,484$19,223,596
X-25 Other liabilitiesStart of year $842,799$497,140
X-26 Total liabilitiesStart of year $842,799$497,140
X-27 Net assets without donor restrictionsStart of year $7,260,547$6,979,791
X-28 Net assets with donor restrictionsStart of year $14,812,138$11,746,665
X-32 Total net assets or fund balancesStart of year $22,072,685$18,726,456
X-33 Total liabilities and net assetsStart of year $22,915,484$19,223,596
Part XI · Reconciliation of net assets $18,726,456 net assets at year end
XI-1 Total revenue$654,930
XI-2 Total expenses$991,084
XI-3 Revenue less expenses−$336,154
XI-4 Net assets at start of year$22,072,685
XI-5 Net unrealized gains (losses) on investments−$3,010,075
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$18,726,456

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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