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Nonprofiteer
← SANFORD

Form 990 for tax year 2023

Filed by SANFORD.

Totals

Total revenue
$17,379,839
Total expenses
$42,983,312
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$16,207,242
Other revenue
$1,172,597
Total assets, end of year
$667,435,449
Total liabilities, end of year
$1,233,542,279
Net assets or fund balances, end of year
-$566,106,830
Program services expenses (Part IX)
$0
Management and general expenses
$42,983,312
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $12,411,052 · excluded $12,411,052

  • 7a · Gross sales of assets other than inventory

    securities $65,294,532

  • 7b · Less cost or other basis and sales expenses

    securities $61,498,342

  • 7c · Gain or loss

    securities $3,796,190

  • 7d · Net gain or loss

    total $3,796,190 · excluded $3,796,190

  • 11a · Other revenue: ERC INTEREST

    total $1,172,597 · excluded $1,172,597

  • 11e · Other revenue, total

    $1,172,597

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $16,193,489 · management and general $16,193,489

  • 8 · Pension plan contributions

    total $60,725 · management and general $60,725

  • 9 · Other employee benefits

    total $2,275,638 · management and general $2,275,638

  • 10 · Payroll taxes

    total $897,109 · management and general $897,109

  • 11b · Fees: legal

    total $73,061 · management and general $73,061

  • 11d · Fees: lobbying

    total $520,617 · management and general $520,617

  • 11f · Fees: investment management

    total $1,190,202 · management and general $1,190,202

  • 11g · Fees: other

    total $14,833,863 · management and general $14,833,863

  • 12 · Advertising and promotion

    total $81,859 · management and general $81,859

  • 13 · Office expenses

    total $79,028 · management and general $79,028

  • 16 · Occupancy

    total $142,906 · management and general $142,906

  • 17 · Travel

    total $2,055,289 · management and general $2,055,289

  • 19 · Conferences, conventions and meetings

    total $513,477 · management and general $513,477

  • 20 · Interest

    total $228,728 · management and general $228,728

  • 22 · Depreciation, depletion and amortization

    total $51,749 · management and general $51,749

  • 23 · Insurance

    total $1,195 · management and general $1,195

  • 24a · Other expenses: PURCHASED SERVICES

    total $2,336,649 · management and general $2,336,649

  • 24b · Other expenses: SALES TAX

    total $927,840 · management and general $927,840

  • 24c · Other expenses: OTHER EXPENSES

    total $443,808 · management and general $443,808

  • 24d · Other expenses: PROFESSIONAL DUES

    total $64,454 · management and general $64,454

  • 24e · All other expenses

    total $11,626 · management and general $11,626

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $119,801

  • 2 · Savings and temporary cash investments

    beginning of year $15,717 · end of year $39,308

  • 4 · Accounts receivable

    beginning of year $263,026 · end of year $127

  • 9 · Prepaid expenses and deferred charges

    beginning of year $124,900 · end of year $649,169

  • 10a · Land, buildings and equipment: cost or other basis

    $1,137,059

  • 10b · Land, buildings and equipment: accumulated depreciation

    $754,397

  • 10c · Land, buildings and equipment, net

    beginning of year $434,411 · end of year $382,662

  • 11 · Investments: publicly traded securities

    beginning of year $342,786,384 · end of year $589,137,611

  • 12 · Investments: other securities

    end of year $8,548,406

  • 13 · Investments: program-related

    end of year $29,180,386

  • 14 · Intangible assets

    beginning of year $6,912,312 · end of year $6,411,196

  • 15 · Other assets

    beginning of year $79,431,187 · end of year $32,966,783

  • 17 · Accounts payable and accrued expenses

    beginning of year $202,622,407 · end of year $218,280,960

  • 20 · Tax-exempt bond liabilities

    beginning of year $375,433,642 · end of year $360,240,864

  • 23 · Secured mortgages and notes payable

    beginning of year $71,469,732 · end of year $61,345,455

  • 25 · Other liabilities

    beginning of year $605,820,000 · end of year $593,675,000

  • 27 · Net assets without donor restrictions

    beginning of year -$825,377,844 · end of year -$566,106,830

Mission and programs · 2023

Mission

"DEDICATED TO SHARING GOD'S LOVE THROUGH THE WORK OF HEALTH, HEALING AND COMFORT."

  • SANFORD IS A NON-PROFIT ORGANIZATION DEVELOPED TO PROMOTE THE HEALTH AND WELL-BEING OF PERSONS IN ITS SERVICE AREA THROUGH PLANNING AND ESTABLISHMENT OF POLICY FOR COORDINATION AND OVERSIGHT OF SANFORD'S CONTROLLED ORGANIZATIONS.

As filed on the 2023 return.

Listed in Part VII

  • Sanford Group Return

    SEE SCHEDULE O - TRUSTEE

    Total calculated
    $1,225,629
    From this org
    $0
    From related orgs
    $1,209,069
    Other
    $16,560
    Hours/week
    0.5 + 5.1 related

  • Sanford Group Return

    SEE SCHEDULE O - OFFICER

    Total calculated
    $8,199,044
    From this org
    $7,653,943
    From related orgs
    $0
    Other
    $545,101
    Hours/week
    10 + 50 related

  • Sanford Group Return

    SEE SCHEDULE O - KEY EMPLOYEE

    Total calculated
    $9,831,571
    From this org
    $8,609,788
    From related orgs
    $0
    Other
    $1,221,783
    Hours/week
    5 + 55 related

  • Sanford Group Return

    SEE SCHEDULE O - HCE

    Total calculated
    $15,227,956
    From this org
    $0
    From related orgs
    $14,995,381
    Other
    $232,575
    Hours/week
    0 + 60 related

  • Sanford Group Return

    SEE SCHEDULE O - FORMER

    Total calculated
    $2,748,819
    From this org
    $2,607,518
    From related orgs
    $0
    Other
    $141,301
    Hours/week
    0

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Schedule J

Itemized on Schedule J with no Part VII listing of the same name on this return:

  • Sanford Group Return

    SEE SCHEDULE O - HCE

    Schedule J breakdown

    Base
    $0 + $14,572,975 related
    Bonus
    $0 + $644 related
    Other
    $0 + $421,762 related
    Deferred
    $0 + $81,669 related
    Nontaxable benefits
    $0 + $150,906 related
    Filer's total
    $0 + $15,227,956 related

  • Sanford Group Return

    SEE SCHEDULE O - KEY EMPLOYEE

    Schedule J breakdown

    Base
    $6,187,952
    Bonus
    $1,307,582
    Other
    $1,114,254
    Deferred
    $1,048,435
    Nontaxable benefits
    $173,348
    Filer's total
    $9,831,571

  • Sanford Group Return

    SEE SCHEDULE O - OFFICER

    Schedule J breakdown

    Base
    $3,479,266
    Bonus
    $573,471
    Other
    $3,601,206
    Deferred
    $527,204
    Nontaxable benefits
    $17,897
    Filer's total
    $8,199,044

  • Sanford Group Return

    SEE SCHEDULE O - FORMER

    Schedule J breakdown

    Base
    $635,599
    Bonus
    $98,282
    Other
    $1,873,637
    Deferred
    $114,000
    Nontaxable benefits
    $27,301
    Filer's total
    $2,748,819

  • Sanford Group Return

    SEE SCHEDULE O - TRUSTEE

    Schedule J breakdown

    Base
    $0 + $928,048 related
    Bonus
    $0
    Other
    $0 + $281,021 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $60 related
    Filer's total
    $0 + $1,225,629 related

Answered yes

  • 1a · First-class or charter travel
  • 1a · Travel for companions
  • 1a · Tax indemnification and gross-up payments
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J PART III
PLEASE SEE SCHEDULE O FOR ELECTION UNDER TREASURY REGULATION SECTION 1.6033-2(D)(5) TO DISCLOSE COMPENSATION AND OTHER INFORMATION ABOUT OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, FORMER EMPLOYEES AND CERTAIN OTHER HIGHLY PAID EMPLOYEES ON A CONSOLIDATED BASIS ON THE SANFORD GROUP RETURN, EIN: 45-3791176.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • ADA COUNTY GOOD SAMARITAN HOUSING LP

    PROVIDE LOW-INCOME HOUSING TO SENIORS AND OTHER ELIGIBLE POPULATIONS · SD

  • ADAMS COUNTY GOOD SAMARITAN HOUSING LP

    PROVIDE LOW-INCOME HOUSING TO SENIORS AND OTHER ELIGIBLE POPULATIONS · SD

  • COLLISTER DRIVE HOUSING LLC

    LOW-INCOME HOUSING TO SENIORS AND OTHER ELIGIBLE POPULATIONS AS GP · SD

  • HASTINGS VILLAGE GARDENS GOOD SAMARITAN HOUSING LP

    PROVIDE LOW-INCOME HOUSING TO SENIORS AND OTHER ELIGIBLE POPULATIONS · SD

  • LILAC WAY GOOD SAMARITAN HOUSING LP

    PROVIDE LOW-INCOME HOUSING TO SENIORS AND OTHER ELIGIBLE POPULATIONS · SD

  • MILLARD GOOD SAMARITAN HOUSING LP

    PROVIDE LOW-INCOME HOUSING TO SENIORS AND OTHER ELIGIBLE POPULATIONS · SD

  • OLATHE GOOD SAMARITAN HOUSING LP

    PROVIDE LOW-INCOME HOUSING TO SENIORS AND OTHER ELIGIBLE POPULATIONS · SD

  • PENNINGTON COUNTY GOOD SAMARITAN HOUSING LP

    PROVIDE LOW-INCOME HOUSING TO SENIORS AND OTHER ELIGIBLE POPULATIONS · SD

  • PRESCOTT GOOD SAMARITAN HOUSING LP

    PROVIDE LOW-INCOME HOUSING TO SENIORS AND OTHER ELIGIBLE POPULATIONS · SD

  • RAPID CITY GOOD SAMARITAN HOUSING LP

    PROVIDE LOW-INCOME HOUSING TO SENIORS AND OTHER ELIGIBLE POPULATIONS · SD

  • RUTH STREET GOOD SAMARITAN HOUSING LLC

    LOW-INCOME HOUSING TO SENIORS AND OTHER ELIGIBLE POPULATIONS AS GP · SD

  • SIOUX FALLS DOWNTOWN GOOD SAMARITAN LP

    PROVIDE LOW-INCOME HOUSING TO SENIORS AND OTHER ELIGIBLE POPULATIONS · SD

  • TEXAS GOOD SAMARITAN HOUSING LLC

    LOW-INCOME HOUSING TO SENIORS AND OTHER ELIGIBLE POPULATIONS AS GP · SD

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • GOOD SAMARITAN INSURANCE PLAN OF NEBRASKA INC

    C · INSURANCE · NE

  • GOOD SAMARITAN SOCIETY INSURANCE LTD

    C · INSURANCE · CJ

  • HERITAGE HEALTHCARE OF NORTHERN NEW MEXICO INC

    S · PROVIDE HOME AND COMMUNITY BASED SERVICES · NM

  • HERITAGE HEALTHCARE SERVICES INC

    S · PROVIDE HOME AND COMMUNITY BASED SERVICES · NM

  • HERITAGE HOME HEALTHCARE & HOSPICE INC

    S · PROVIDE HOME AND COMMUNITY BASED SERVICES · NM

  • HERITAGE HOME HEALTHCARE OF ARIZONA INC

    S · PROVIDE HOME AND COMMUNITY BASED SERVICES · NM

  • HERITAGE HOME HEALTHCARE SERVICES INC

    S · PROVIDE HOME AND COMMUNITY BASED SERVICES · NM

  • SANFORD FRONTIERS

    C · SPORTS/ALTERNATIVE INVESTMENTS · SD

  • SANFORD HEALTH PLAN

    C · INSURANCE · SD

  • SANFORD HEALTH PLAN OF MN

    C · INSURANCE · MN

  • SANFORD INTERNATIONAL - MUNICH GMBH

    C · HEALTHCARE · GM

  • SANFORD WORLD CLINICS - GHANA

    C · HEALTHCARE · GH

  • SHANGHAI SANFORD HEALTHCARE MANAGEMENT CONSULTING CO LTD

    C · HEALTHCARE · CH

Provenance

Return type
form_990
Tax year
2023
Filed
7 February 2025
IRS schema version
2023v6.0
Source object
202500389349300615

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