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Nonprofiteer
← SAMARITAS

Form 990 for tax year 2024

Filed by SAMARITAS.

Totals

Total revenue
$106,378,070
Total expenses
$93,098,950
Contributions and grants received
$37,683,027
Grants paid
$9,020,412
Program service revenue
$50,024,140
Investment income
$17,630,304
Other revenue
$1,040,599
Total assets, end of year
$54,606,742
Total liabilities, end of year
$14,595,926
Net assets or fund balances, end of year
$40,010,816
Program services expenses (Part IX)
$80,679,734
Management and general expenses
$11,248,067
Fundraising expenses
$1,171,149
Program service expenses (Part III)
$80,679,734

Program services were 86.7% 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.

  • 1c · Fundraising events

    $331,117

  • 1d · Related organizations

    $4,640,306

  • 1e · Government grants (contributions)

    $17,732,949

  • 1f · All other contributions, gifts and grants

    $14,978,655

  • 1g · Noncash contributions included above

    $141,751

  • 2a · Program service revenue: SENIOR LIVING SERVICES

    total $21,975,931 · related or exempt $21,975,931

  • 2b · Program service revenue: FOSTER CARE SERVICE

    total $17,325,953 · related or exempt $17,325,953

  • 2c · Program service revenue: CMH FEES

    total $5,070,906 · related or exempt $5,070,906

  • 2d · Program service revenue: SUD FEES

    total $3,111,416 · related or exempt $3,111,416

  • 2e · Program service revenue: PROGRAM SERVICE FEES

    total $1,133,057 · related or exempt $1,133,057

  • 2f · All other program service revenue

    total $1,406,877 · related or exempt $1,406,877

  • 3 · Investment income

    total $653,710 · excluded $653,710

  • 6a · Gross rents

    real property $219,656

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $219,656

  • 6d · Net rental income or loss

    total $219,656 · excluded $219,656

  • 7a · Gross sales of assets other than inventory

    securities $17,967,701 · other assets $29,853,709

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

    securities $14,548,401 · other assets $16,296,415

  • 7c · Gain or loss

    securities $3,419,300 · other assets $13,557,294

  • 7d · Net gain or loss

    total $16,976,594 · excluded $16,976,594

  • 8a · Fundraising events: gross income

    $66,511

  • 8a · Fundraising events: contributions included on line 1c

    $331,117

  • 8b · Fundraising events: direct expenses

    $206,965

  • 8c · Net income from fundraising events

    total -$140,454 · excluded -$140,454

  • 11a · Other revenue: MANAGEMENT FEE

    total $435,988 · excluded $435,988

  • 11b · Other revenue: SR LIVING ANCILLARY

    total $247,391 · excluded $247,391

  • 11c · Other revenue: TRAINING REIMBURSEMENT

    total $175,500 · excluded $175,500

  • 11d · All other revenue

    total $102,518 · excluded $102,518

  • 11e · Other revenue, total

    $961,397

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $9,020,412 · program services $9,020,412

  • 5 · Compensation of officers, directors and key employees

    total $906,182 · program services $361,250 · management and general $325,508 · fundraising $219,424

  • 7 · Other salaries and wages

    total $46,566,295 · program services $40,540,970 · management and general $5,308,462 · fundraising $716,863

  • 8 · Pension plan contributions

    total $286,755 · program services $232,696 · management and general $44,244 · fundraising $9,815

  • 9 · Other employee benefits

    total $4,124,685 · program services $3,629,812 · management and general $466,477 · fundraising $28,396

  • 10 · Payroll taxes

    total $4,171,237 · program services $3,592,983 · management and general $509,268 · fundraising $68,986

  • 11a · Fees: management

    total $392,132 · management and general $392,132

  • 11b · Fees: legal

    total $445,305 · program services $353,469 · management and general $84,759 · fundraising $7,077

  • 11c · Fees: accounting

    total $238,263 · program services $12,946 · management and general $225,317

  • 11d · Fees: lobbying

    total $66,000 · management and general $66,000

  • 11g · Fees: other

    total $7,084,377 · program services $5,871,414 · management and general $1,177,447 · fundraising $35,516

  • 13 · Office expenses

    total $2,167,733 · program services $1,885,017 · management and general $282,716

  • 14 · Information technology

    total $1,008,779 · program services $136,555 · management and general $870,943 · fundraising $1,281

  • 16 · Occupancy

    total $5,122,500 · program services $4,871,375 · management and general $251,125

  • 17 · Travel

    total $1,556,720 · program services $1,471,713 · management and general $64,274 · fundraising $20,733

  • 19 · Conferences, conventions and meetings

    total $111,186 · program services $59,912 · management and general $28,197 · fundraising $23,077

  • 20 · Interest

    total $550,915 · program services $485,470 · management and general $65,445

  • 22 · Depreciation, depletion and amortization

    total $2,074,095 · program services $1,894,076 · management and general $178,572 · fundraising $1,447

  • 23 · Insurance

    total $1,060,001 · program services $947,457 · management and general $106,387 · fundraising $6,157

  • 24a · Other expenses: BAD DEBT EXPENSE

    total $1,836,848 · program services $1,836,848

  • 24b · Other expenses: REPAIRS AND MAINTENANCE

    total $1,424,567 · program services $1,293,082 · management and general $99,108 · fundraising $32,377

  • 24c · Other expenses: FOOD

    total $1,246,087 · program services $1,246,087

  • 24d · Other expenses: EQUIPMENT RENTAL

    total $156,231 · program services $121,576 · management and general $34,655

  • 24e · All other expenses

    total $1,481,645 · program services $814,614 · management and general $667,031

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,229,409 · end of year $4,278,981

  • 2 · Savings and temporary cash investments

    beginning of year $325,451 · end of year $1,698,782

  • 3 · Pledges and grants receivable

    beginning of year $5,430,919 · end of year $6,932,973

  • 4 · Accounts receivable

    beginning of year $9,102,694 · end of year $6,249,758

  • 7 · Other notes and loans receivable

    beginning of year $13,107,555 · end of year $11,671,115

  • 8 · Inventories for sale or use

    beginning of year $720,974 · end of year $215,581

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,548,342 · end of year $1,989,850

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

    $10,006,100

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

    $5,764,038

  • 10c · Land, buildings and equipment, net

    beginning of year $20,732,567 · end of year $4,242,062

  • 11 · Investments: publicly traded securities

    beginning of year $5,489,193 · end of year $13,772,394

  • 13 · Investments: program-related

    beginning of year -$1,776,793 · end of year $0

  • 14 · Intangible assets

    beginning of year $421,033 · end of year $0

  • 15 · Other assets

    beginning of year $5,676,925 · end of year $3,555,246

  • 17 · Accounts payable and accrued expenses

    beginning of year $8,896,903 · end of year $7,630,650

  • 19 · Deferred revenue

    beginning of year $2,506,026 · end of year $2,564,670

  • 20 · Tax-exempt bond liabilities

    beginning of year $10,700,036 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $467,759 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $5,562,643 · end of year $0

  • 25 · Other liabilities

    beginning of year $5,989,159 · end of year $4,400,606

  • 27 · Net assets without donor restrictions

    beginning of year $23,640,800 · end of year $34,704,137

  • 28 · Net assets with donor restrictions

    beginning of year $4,244,943 · end of year $5,306,679

Mission and programs · 2024

Mission

SEE SCHEDULE O

Activities or mission (Part I)

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.

  • 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

    Expenses $31,213,758 · Revenue $21,975,931

  • 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.

    Expenses $27,530,256 · Grants $9,020,412 · Revenue $17,325,953

  • 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.

    Expenses $21,305,977

  • 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.

    Expenses $629,743 · Revenue $10,722,256

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • DAVID LOCHNER

    CHAIR

    Total calculated
    $0
    Hours/week
    5

  • BRETT VANDERKAMP

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JASON PAULATEER

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • JOHN VANDEGUCHTE

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • ANDREW BLUM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TRACEY BRAME

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KIRK DORNBUSH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GERALD FERGUSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JEANINE HATCHER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DON KREISS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SARAH POBOCIK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KUSH SHAQIRI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LATRICIA TRICE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARY ANNE JONES

    DIRECTOR THRU 06/24

    Total calculated
    $0
    Hours/week
    1

  • DAN CARTER

    DIRECTOR THRU 06/24

    Total calculated
    $0
    Hours/week
    1

  • DALE GERARD

    DIRECTOR THRU 06/24

    Total calculated
    $0
    Hours/week
    1

  • DAVID MORIN

    CEO

    Total calculated
    $325,508
    From this org
    $325,498
    From related orgs
    $0
    Other
    $10
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $324,853
    Bonus
    $0
    Other
    $645
    Deferred
    $0
    Nontaxable benefits
    $10
    Filer's total
    $325,508

  • CYNTHIA SIKINA

    INTERIM CFO

    Total calculated
    $0
    Hours/week
    40

  • KEVIN VAN DEN BOSCH

    COO, CHILD AND FAMILY THRU 12/24

    Total calculated
    $361,250
    From this org
    $340,869
    From related orgs
    $0
    Other
    $20,381
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $190,962
    Bonus
    $0
    Other
    $149,907
    Deferred
    $0
    Nontaxable benefits
    $20,381
    Filer's total
    $361,250

  • KELLI DOBNER

    CHIEF GROWTH OFFICER

    Total calculated
    $219,424
    From this org
    $219,424
    From related orgs
    $0
    Other
    $0
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $219,424
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $219,424

  • CELIA PETE

    DIR. STRATEGIC INITIATIVES

    Total calculated
    $235,881
    From this org
    $224,486
    From related orgs
    $0
    Other
    $11,395
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,092
    Bonus
    $80,394
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $11,395
    Filer's total
    $235,881

  • CHARLES CAINE

    CHIEF OPERATIONS OFFICER

    Total calculated
    $203,322
    From this org
    $187,571
    From related orgs
    $0
    Other
    $15,751
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $187,571
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $15,751
    Filer's total
    $203,322

  • LISA GAMBLE

    ADMINISTRATOR, SNF

    Total calculated
    $197,769
    From this org
    $195,109
    From related orgs
    $0
    Other
    $2,660
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $129,170
    Bonus
    $65,939
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $2,660
    Filer's total
    $197,769

  • TODD HANSELMAN

    CHIEF TALENT OFFICER

    Total calculated
    $193,018
    From this org
    $174,488
    From related orgs
    $0
    Other
    $18,530
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $170,337
    Bonus
    $4,151
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $18,530
    Filer's total
    $193,018

  • BETH COVAULT

    EXECUTIVE DIRECTOR, SR LIVING

    Total calculated
    $190,368
    From this org
    $188,798
    From related orgs
    $0
    Other
    $1,570
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,798
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $1,570
    Filer's total
    $190,368

  • JENNY CEDERSTROM

    FORMER OFFICER

    Total calculated
    $196,020
    From this org
    $196,020
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $196,020
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $196,020

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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).

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • HOPE DEVELOPMENT SOLUTIONS LLC

    DEVELOPMENT · MI · income $738,636 · assets $5,576

    Directly controlled by SAMARITAS

  • ADRIAN VILLAGE GP LLC

    HOUSING ASSISTANCE · MI · income -$53 · assets $1,561,993

    Directly controlled by SAMARITAS

  • LAKEVIEW CADILLAC HOLDING LLC

    HOUSING ASSISTANCE · MI · income $3,679,099 · assets $590,127

    Directly controlled by SAMARITAS

  • DANISH VILLAGE LDHA LP

    HOUSING ASSISTANCE · MI · income $15,205,156 · assets $119,302

    Directly controlled by SAMARITAS

  • DANISH SUB LP LLC

    HOUSING ASSISTANCE · MI · income $0 · assets $0

    Directly controlled by SAMARITAS

  • LUTHERAN IN-HOME CARE

    HOME CARE ASSISTANCE · MI · income $594,137 · assets $22,704

    Directly controlled by SAMARITAS

Related partnerships

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

  • SAMARITAS AFFORDABLE LIVING SPRING LAKE LDHA LP

    RELATED · LOW INCOME HOUSING · MI · 0.01% owned · share of assets $306,141 · general or managing partner

    Directly controlled by SAMARITAS AFFORDABLE LIVING SPRING LAKE GP LLC

  • ADRIAN VILLAGE LDHA LP

    RELATED · LOW INCOME HOUSING · MI · 0.01% owned · share of income -$53 · share of assets $1,561,993 · general or managing partner

    Directly controlled by ADRIAN VILLAGE GP LLC

  • VILLAGE PINES OF MONROE LDHA LP

    RELATED · LOW INCOME HOUSING · MI · 0.01% owned · share of income -$50 · share of assets $4,808,999 · general or managing partner

    Directly controlled by VILLAGES PINES OF MONROE GP LLC

  • SAMARITAS AFFORDABLE LIVING GRAND RAPIDS LDHA LP

    RELATED · LOW INCOME HOUSING · MI · 0.01% owned · share of income -$19 · share of assets $187,032 · general or managing partner

    Directly controlled by SAMARITAS AFFORDABLE LIVING GRAND RAPIDS GP LLC

  • SAMARITAS AFFORDABLE LIVING MUSKEGON LDHA LP

    RELATED · LOW INCOME HOUSING · MI · 0.01% owned · share of income -$7 · share of assets $1,564,544 · general or managing partner

    Directly controlled by SAMARITAS AFFORDABLE LIVING MUSKEGON GP LLC

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2024
Filed
15 November 2025
IRS schema version
2024v5.2
Source object
202533209349300043

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