2017-01-16T15:47:46-06:00 2016-07-31 650437100 BOBBITT PITTENGER & COMPANY PA 1605 MAIN STREET SUITE 1010 SARASOTA FL 34236 990 2015-08-01 592988752 PINES OF SARASOTA FOUNDATION INC PINE 9419556293 1501 N ORANGE AVENUE SARASOTA FL 34236 ESTELLE CRAWFORD PRESIDENT 9419556293 2017-01-16 1 KIMBALL R BOBBITT P00366902 9413664450 2017-01-16 2015 2021-01-29 14:40:06Z ESTELLE CRAWFORD 1501 N ORANGE AVENUE SARASOTA FL 34236 1928307 0 X WWW.PINESOFSARASOTA.ORG X 1989 FL SEE SCHEDULE O. 13 13 6 3 0 0 1088394 1024361 0 0 288597 92345 0 0 1376991 1116706 1487456 1022564 0 0 252820 307457 79040 73190 189332 264456 208298 2083772 1611509 -706781 -494803 7625427 7193135 63166 37268 7562261 7155867 X SEE PART I, LINE 1 0 0 94340 94340 SUPPORTING THE COMFORT, SAFETY AND CARE OF OUR RESIDENTS. PINES OF SARASOTA FOUNDATION GENERATES FUNDS TO SUPPORT ENDOWMENT, CAPITAL AND PROGRAMMATIC NEEDS. PINES OF SARASOTA AND SENIOR CARE COMMUNITY SERVES OVER 3,500 SENIORS ANNUALLY. WITH A 68 YEAR HISTORY OF PIONEERING NEW AND INNOVATIVE APPROACHES TO HEALTHCARE FOR SENIORS, OUR RESIDENTS HAVE THE COMFORT OF KNOWING THAT THEY WILL ALWAYS BE SECURE AND WELL CARED FOR. TO THAT END, A MAJOR THRUST HAS BEEN TO IMPROVE THE INFRASTRUCTURE OF OUR CAMPUS THEREBY ENHANCING THE CARE, COMFORT AND SAFETY OF OUR RESIDENTS. THAT TRANSLATES TO REPLACING OUTDATED ESSENTIAL EQUIPMENT, LIKE AIR CONDITIONERS IN OUR MEMORY CARE CENTER AND REFRIGERATORS IN OUR CENTRAL KITCHEN. PINES SERVES OVER 1000 MEALS DAILY! NEW, MORE EFFICIENT TRASH COMPACTORS, REPAIR AND REPLACEMENT OF WALKWAYS AND DESIGN OF A NEW CHILLER PLANT ARE FURTHER EXAMPLES OF SOME OF THE CAPITAL PURCHASES NEEDED TO SERVE OUR RESIDENTS.CARING FOR THE LARGEST NUMBER OF RESIDENTS WHO HAVE OUTLIVED THEIR FINANCIAL RESOURCES, WHILE AT THE SAME TIME ATTRACTING PRIVATE PAY CLIENTS, ENABLES PINES TO CONTINUE TO OFFER ITS UNIQUE AND ESSENTIAL MISSION. TO THAT END, AN ADDITIONAL FOCUS HAS BEEN TO IMPROVE THE APPEARANCE OF OUR CAMPUS AND INCREASE THE MARKETING OF OUR SERVICES. OUR CAMPUS HAS BEEN MARKEDLY ENHANCED AS NOTED BY RESIDENTS, FAMILIES AND THOSE BENEFITTING FROM SHORT TERM AND OUTPATIENT SERVICES. IN ADDITION, WE HAVE UNDERGONE A TOTAL BRAND REFRESH AND DISPLAY NEW SIGNAGE THROUGHOUT THE CAMPUS. 748779 748779 CAMPUS EXPANSION: SUPPORTING THE PURCHASE AND DEVELOPMENT OF ADJACENT LAND. PINES REMAIN THE LARGEST PROVIDER OF LONG TERM CARE FOR LOW INCOME PEOPLE IN OUR REGION. SARASOTA COUNTY REMAINS THE OLDEST COUNTY BY THE AGE OF OUR POPULATION, COMPARED WITH OTHER COUNTIES WITH A POPULATION GREATER THAN 250,000. TO MEET THIS EVER-GROWING NEED, PINES HAS EXPANDED FROM 17 TO 25 ACRES WITH THE PURCHASE OF THE ADJOINING LAND; DONATIONS HAVE ENABLED US TO UNDERWRITE THE PRINCIPAL ON THE MORTGAGE PAYMENT THIS YEAR. 179445 179445 3. RESIDENT NEEDS & EDUCATION AND TRAINING:THE BALANCE OF OUR FUNDRAISING EFFORTS FOCUSED BOTH ON SUPPORTING CAREGIVER DEMENTIA TRAINING OFFERED TO BOTH FAMILIES AND PROFESSIONALS, AS WELL AS, RESIDENT NEEDS. INDEED, THE EDUCATION AND TRAINING NEEDS HAVE BEEN SO GREAT THAT OUR FOOTPRINT OF SERVICE AREA IS NOW INTERNATIONAL. THE CREATION OF 16 DVD'S, VIDEO STREAMING, IN HOUSE TRAINING AND EVEN UNDERWRITING THE COST TO PROVIDE CAREGIVING WHILE THE ACTUAL CAREGIVERS ARE BEING TRAINED, ARE ALL SUPPORTED BY DONATIONS.FUNDRAISING INCORPORATING RESIDENT NEEDS HAVE ENABLED US TO UNDERWRITE UNFUNDED MEDICAL EXPENSES, A VARIETY OF RESIDENT ACTIVITIES AND THE PURCHASE ADDITIONAL VITAL SIGN MONITORS. WE ARE DEEPLY APPRECIATIVE OF THE EVER GROWING NUMBER OF DONORS WHO FACILITATE THE QUALITY OF LIFE OF SO MANY INDIVIDUALS AND THEIR FAMILIES. 1022564 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 4 0 1 6 1 0 0 0 0 0 1 1 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 FL X X X ESTELLE CRAWFORD 9419556293 1501 N ORANGE AVENUE SARASOTA FL 34236 RICHARD ANGELOTTI TRUSTEE 0.50 X 0 0 0 L THOMAS BAKER TRUSTEE 0.50 X 0 0 0 KIMBERLY BALD TRUSTEE 0.50 X 0 0 0 STEWART BITTERMAN TRUSTEE 0.50 X 0 0 0 SHIRLEY FIEBER TREASURER 0.50 X X 0 0 0 SUE JACOBSON SECRETARY 0.50 X X 0 0 0 ART MAHONEY TRUSTEE 0.50 X 0 0 0 SEAN MCHALE TRUSTEE 0.50 X 0 0 0 EDMUND W MORTON III CO-CHAIR 0.50 X X 0 0 0 RON A ROYAL TRUSTEE 0.50 X 0 0 0 JAMES RUTLEDGE CO-CHAIR 0.50 X X 0 0 0 MARK SCHLANGER TRUSTEE 0.50 X 0 0 0 MARILYN SHUMAN VICE CHAIR 0.50 X X 0 0 0 ESTELLE CRAWFORD PRESIDENT 50.00 X 115952 0 0 115952 0 0 1 0 0 0 0 112027 912334 1024361 124599 124599 760509 792763 -32254 -32254 -32254 18838 112027 18838 0 1116706 0 0 92345 1022564 1022564 115952 57976 57976 152798 117438 35360 17479 14019 3460 21228 13901 7327 40598 40598 73190 73190 50492 50492 36000 36000 1341 1341 28660 23408 5252 1326 1326 6596 6596 5633 5633 DONOR CULTIVATION 13872 7423 6449 EVENT EXPENSE 9922 9922 BAD DEBT 8130 8130 TRAINING & DEVELOPMENT 3756 3519 237 1972 1891 81 1611509 1022564 399613 189332 725085 286207 506281 479001 349831 280926 2997 43098 29184 20510 13914 6016723 6129087 4000 4000 7625427 7193135 9666 11068 53500 26200 63166 37268 X 6010087 6021826 814783 392650 737391 741391 7562261 7155867 7625427 7193135 X -494803 60305 28104 X X 0 1 X 1 0 X 1471152 955577 2090994 1088394 1024361 6630478 1471152 955577 2090994 1088394 1024361 6630478 0 0 0 6630478 168172 279951 341633 288597 92345 1170698 168172 279951 341633 288597 92345 1170698 1639324 1235528 2432627 1376991 1116706 7801176 0.84990 0.82320 0.15010 0.17680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1602174 408197 28104 846304 8130 1184041 2406054 406111 -1048 1149882 59061 1602174 1999649 1389042 6401 633536 325494 30008 2406054 2112596 500677 55572 648822 20374 1999649 1920475 1090309 -3293 885895 9000 2112596 0.04220 0.62620 0.33160 0 0 43098 29184 13914 13914 X 1223953 60305 46942 107247 1116706 0 1116706 1630347 18838 18838 1611509 0 1611509 PART V, LINE 4: THE ORGANIZATION INTENDS TO USE ITS ENDOWMENT FUNDS TO PURSUE ITS STATED MISSION, SUPPORT OF PINES OF SARASOTA IN PERPETUITY. PART X, LINE 2: THE FOUNDATION IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION UNDER THE LAWS OF THE STATE OF FLORIDA AND HAS BEEN GRANTED RECOGNITION OF ITS TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO INCOME TAX LIABILITY OR PROVISION FOR INCOME TAXES IS REFLECTED IN THESE FINANCIAL STATEMENTS. THE FOUNDATION'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. THE FOUNDATION'S INFORMATION RETURNS FOR 2013 AND LATER YEARS REMAIN OPEN TO INSPECTION. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 28,104. FUNDRAISING EXPENSES 18,838. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 18,838. X X X X X X X 1 MARLENE RESNICK 777 JOHN RINGLING BLVD H34 SARASOTA FL 34236 GRANT WRITER 0 150300 73190 77110 150300 73190 77110 FL WIT & WISDOM LUNCHEON 130865 112027 18838 18838 130865 112027 18838 18838 18838 0 1 PINES OF SARASOTA INC 1501 N ORANGE AVENUE SARASOTA FL 34236 590700567 501(C)(3) 1022564 FUNDS TO PROVIDE CAPITAL, PROGRAMMATIC AND ENDOWMENT SUPPORT TO PINES OF SARASOTA. PART I, LINE 2: THE PINES FOUNDATION REPORTS TO THE GRANTORS HOW AND WHEN THEIR GRANTS WERE USED. THE PINES RECEIVES COPIES OF INVOICES DOCUMENTING THE EXPENDITURE OF GRANT FUNDS. FORM 990, PART I, LINE 1 THE MISSION OF PINES OF SARASOTA FOUNDATION IS TO SUPPORT THE CAPITAL, PROGRAMMATIC AND ENDOWMENT NEEDS OF PINES OF SARASOTA, A SENIOR CARE CAMPUS PROVIDING ASSISTED LIVING, SKILLED NURSING, IN AND OUTPATIENT REHABILITATION AND ALZHEIMER/DEMENTIA CARE. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS SENT TO THE EXECUTIVE COMMITTEE OF THE PINES OF SARASOTA FOUNDATION. UPON REVIEW AND APPROVAL, THE TREASURER NOTIFIES THE FULL BOARD OF DIRECTORS THAT THE EXECUTIVE COMMITTEE HAS REVIEWED AND APPROVED THE CONTENTS. AN ELECTRONIC OR HARD COPY OF THE APPROVED 990 DRAFT IS ALSO SENT TO THE FULL BOARD WITH A REQUEST TO REVIEW, SUGGEST EDITS, SUBMIT QUESTIONS OR COMMENTS OR RECOMMEND FOR FILING AS IS. UPON RECEIVING A CONSENSUS, THE 990 IS SUBMITTED FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S WRITTEN CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY AT THE FIRST BOARD MEETING OF THE YEAR. EACH BOARD MEMBER RECEIVES THEIR RESPECTIVE SIGNED FORM, ALONG WITH AN ATTACHED SHEET INDICATING THAT THEY UNDERSTAND AND REMAIN IN COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. ANY BOARD MEMBER, NEW TO THE ORGANIZATION WHO HAS INADVERTENTLY NOT YET RECEIVED OR REVIEWED SAID POLICY IS GIVEN A NEW ONE. THE CHAIRMAN OR BOARD PRESIDENT REVIEWS THE POLICY, RESPONDS TO ANY QUESTIONS AND, THEN IF ALL TRUSTEES AGREE THAY ARE IN COMPLIANCE, THEY ARE ASKED TO SIGN AND DATE A COVER SHEET INDICATING THEY HAVE REVIEWED AND IN GOOD FAITH AGREE THEY REMAIN IN COMPLIANCE. SHOULD THERE BE A SITUATION WHERE A BOARD MEMBER IS NO LONGER IN COMPLIANCE, A MEMBER OF THE EXECUTIVE COMITTEE WILL MEET INDIVIDUALLY WITH THE TRUSTEE TO DISCUSS AND RESOLVE THE ISSUE. BOARD MEMBERS MUST BE IN COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IN ORDER TO REMAIN IN GOOD STANDING. FORM 990, PART VI, SECTION B, LINE 15A THERE IS A PROCESS BY WHICH THE COMPENSATION OF THE PRESIDENT, THE FOUNDATION'S TOP PAID MANAGEMENT OFFICIAL, IS REVIEWED AND DETERMINED. THE CHAIRMAN OF THE FOUNDATION FORMS A SMALL TASK FORCE TO BOTH EVALUATE THE PRESIDENT AND RECOMMEND COMPENSATION. THE PROCESS INCLUDES REVIEW OF THE CURRENT COMPENSATION STATISTICS GATHERED FROM LOCAL 990'S OF ORGANIZATIONS OF SIMILAR SIZE OPERATING BUDGETS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S WEBSITE AND NEWSLETTERS INCLUDE A STATEMENT INDICATING THAT ITS GOVERNING DOCUMENTS, INCLUDING CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 28,104. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. PINES OF SARASOTA HEALTHCARE LLC 1501 N ORANGE AVE SARASOTA FL 34236 590700567 OPERATE AND MAINTAIN SKILLED NURSING AND ASSISTED LIVING FACILITY FL 501(C)(3) LINE 7 0 PINES OF SARASOTA HOLDING CORPORATION 1501 N ORANGE AVE SARASOTA FL 34236 475260713 OPERATE AND MAINTAIN SKILLED NURSING AND ASSISTED LIVING FACILITY FL 501(C)(3) LINE 11B, II 0 PINES OF SARASOTA MANAGEMENT CORPORATION 1501 N ORANGE AVE SARASOTA FL 34236 475261041 OPERATE AND MAINTAIN SKILLED NURSING AND ASSISTED LIVING FACILITY FL 501(C)(3) LINE 11B, II 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0