PINES OF SARASOTA FOUNDATION INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- PINES OF SARASOTA FOUNDATION INC (EIN 59-2988752)
- Tax period
- 2009-08-01 to 2010-07-31
- Filed
- 2011-03-31
- IRS object ID
- 201130909349300013
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-03-31T12:27:42-05:00 | Timestamp |
| Tax Period End Date | 2010-07-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOBBITT PITTENGER & COMPANY PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1605 MAIN STREET SUITE 1010 | AddressLine1 |
| City | SARASOTA | City |
| State | FL | State |
| ZIP Code | 34236 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-08-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592988752 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pines of Sarasota Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PINE | NameControl |
| Phone | 9419556293 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 N Orange Avenue | AddressLine1 |
| City | Sarasota | City |
| State | FL | State |
| ZIP Code | 34236 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ESTELLE CRAWFORD | Name |
| Title | PRESIDENT | Title |
| Phone | 9419556293 | Phone |
| Date Signed | 2011-03-31 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Kimball R Bobbitt | Name |
| Phone | 9413664450 | Phone |
| Date Prepared | 2011-03-25 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ESTELLE CRAWFORD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 N Orange Avenue | AddressLine1 |
| City | Sarasota | City |
| State | FL | State |
| ZIP Code | 34236 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1651939 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.pinesofsarasota.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1989 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | THE MISSION OF PINES OF SARASOTA FOUNDATION IS TO ENSURE THE SUSTAINABILITY OF PINES OF SARASOTA, A NONPROFIT SENIOR CARE CAMPUS PROVIDING ASSISTED LIVING, SKILLED NURSING AND ALZHEIMER'S DEMENTIA CARE. SIGNIFICANT FUNDRAISING ACTIVITIES INCLUDE UNDERWRITING CAPITAL, PROGRAM SERVICES EXPENSES AND RAISING ENDOWMENT MONEY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 6 | TotalNbrEmployees |
| Total Nbr Volunteers | 25 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 465204 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 896707 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -519751 | InvestmentIncomePriorYear |
| Investment Income Current Year | 538602 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2635 | OtherRevenuePriorYear |
| Other Revenue Current Year | 177546 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | -51912 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1612855 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 827290 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 827255 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 212656 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 206265 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 87360 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 259215 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 219646 | OtherExpensePriorYear |
| Other Expenses Current Year | 291534 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1346952 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1325054 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1398864 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 287801 | RevenuesLessExpensesCY |
| Total Assets BOY | 5965468 | TotalAssetsBOY |
| Total Assets EOY | 6366507 | TotalAssetsEOY |
| Total Liabilities BOY | 18959 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 25237 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5946509 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6341270 | NetAssetsOrFundBalancesEOY |
| Mission Description | SEE PART I, LINE 1 | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 6430 | Expense |
| Grants | 6430 | Grants |
| Description | PINNACLE CLUB - PINNACLE CLUB IS FOR THE SOLE PURPOSE OF SUPPORTING THE RESIDENTS. SERVICES PROVIDED BY THESE FUNDS ARE YOGA, MASSAGE, THERAPEUTIC MATERIALS, MEDICAL EQUIPMENT(VITAL SIGN MONITORS), PERFORMING ARTS TICKETS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 817892 | Expense |
| Grants | 817892 | Grants |
| Description | THE CAPITAL CAMPAIGN IS TO SUPPORT THE NEW BUILDING AS WELL AS RENOVATIONS FOR THE ALZHEIMERS FACILITY. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2933 | Expense |
| Grants | 2933 | Grants |
| Description | NURSING SCHOLARSHIPS ARE PROVIDED TO PEOPLE WHO DON'T HAVE THE FINANCIAL MEANS TO MEET THIS REQUIREMENT. THREE PEOPLE WERE ABLE TO RECEIVE THIS BENEFIT DURING THIS FISCAL YEAR. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 827255 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 8 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 6 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHM BOOKKEEPING | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9416853423 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1219 STARBOARD LAND | AddressLine1 |
| City | SARASOTA | City |
| State | FL | State |
| ZIP Code | 34236 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (13 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| RUTH RANCK | ||||||
| SECRETARY | 0.50 | X | X | 0 | 0 | 0 |
| SHAWN BYRD | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| JOHN LOPEZ | ||||||
| CHAIRMAN | 0.50 | X | X | 0 | 0 | 0 |
| SEAN MCHALE | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| NANCY MIHM | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| JANE RITTER | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| TAMI FOLEY CONETTA | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| GLORIA MOSS | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| RICHARD GANS | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| MICHAEL R PENDER JR | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| WELLS PURMORT | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| JOHN OVERTON | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| ESTELLE CRAWFORD | ||||||
| PRESIDENT | 50.00 | X | 89772 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 89772 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 73026 | FundraisingEvents |
| All Other Contributions | 823681 | AllOtherContributions |
| Total Contributions | 896707 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 232336 | TotalRevenueColumn |
| Exclusion | $232,336 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 306266 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 306266 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 306266 | TotalRevenueColumn |
| Exclusion | $306,266 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 39084 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 73026 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 39084 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SEE SCH O | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 177546 | TotalRevenueColumn |
| Related Or Exempt Function Income | 177546 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 177546 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1612855 | TotalRevenueColumn |
| Related Or Exempt Function Income | 177546 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $538,602 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 827255 | Total |
| Program Services | 827255 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 206265 | Total |
| Management And General | 78793 | ManagementAndGeneral |
| Fundraising | 127472 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25575 | Total |
| Management And General | 25575 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84995 | Total |
| Management And General | 82484 | ManagementAndGeneral |
| Fundraising | 2511 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106381 | Total |
| Management And General | 6546 | ManagementAndGeneral |
| Fundraising | 99835 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11015 | Total |
| Management And General | 9920 | ManagementAndGeneral |
| Fundraising | 1095 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5312 | Total |
| Management And General | 5312 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3467 | Total |
| Management And General | 3467 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|
| OTHER ADMINSTRATIVE | 22110 | 22110 | |
| EVENTS/ENTERTAINMENT/SU | 21431 | 511 | 20920 |
| MARKETING & TRAVEL | 2305 | 2305 | |
| DIRECT FUNDRAISING EXPE | 2247 | 2247 | |
| TELEPHONE | 2081 | 295 | 1786 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4615 | Total |
| Management And General | 1266 | ManagementAndGeneral |
| Fundraising | 3349 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1325054 | Total |
| Program Services | 827255 | ProgramServices |
| Management And General | 238584 | ManagementAndGeneral |
| Fundraising | 259215 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 132392 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 379789 | BOY |
| EOY | 304926 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 206632 | BOY |
| EOY | 439750 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5396 | BOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 26380 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 20483 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9364 | BOY |
| EOY | 5897 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5364287 | BOY |
| EOY | 5483542 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5965468 | BOY |
| EOY | 6366507 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18959 | BOY |
| EOY | 25237 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18959 | BOY |
| EOY | 25237 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4776915 | BOY |
| EOY | 5100677 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 455180 | BOY |
| EOY | 526179 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 714414 | BOY |
| EOY | 714414 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5946509 | BOY |
| EOY | 6341270 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5965468 | BOY |
| EOY | 6366507 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PINES OF SARASOTA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590700567 | EIN |
| Type Of Organization | 501(C)(3) | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Supported Organization Notified | 1 | SupportedOrganizationNotified |
| Organized In US | 1 | OrganizedInUS |
| Amount | $817,892 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 817892 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1256808 | BeginningOfYearBalance |
| Contributions | 658355 | Contributions |
| Investment Earnings Or Losses | 51119 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 675689 | GrantsOrScholarships |
| End Of Year Balance | 1290593 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1405182 | BeginningOfYearBalance |
| Contributions | 326149 | Contributions |
| Investment Earnings Or Losses | 22567 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 497090 | GrantsOrScholarships |
| End Of Year Balance | 1256808 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.03900 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.55300 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.40800 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 26380 | OtherCostOrOtherBasis |
| Depreciation | 20483 | Depreciation |
| Book Value | 5897 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5897 | TotalOfBookValueLandBuildings |
| Total Revenue | 1612855 | TotalRevenue |
| Total Expenses | 1325054 | TotalExpenses |
| Excess Or Deficit For Year | 287801 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 18627 | NetUnrealizedGLOnInvestments |
| Prior Period Adjustments | 37214 | PriorPeriodAdjustments |
| Other | $51,119 | OtherAmount |
| Total Adjustments | 106960 | TotalAdjustments |
| Excess Or Deficit Per FS | 394761 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1544139 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 18627 | NetUnrealizedGainsInvestments |
| Other Revenues | 90203 | OtherRevenues |
| Revenue Not Rptd F990 | 108830 | RevenueNotRptdF990 |
| Revenue Subtotal | 1435309 | RevenueSubtotal |
| Other Revenues Not Included | 177546 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 177546 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1612855 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1186592 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 39084 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 39084 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1147508 | ExpensesSubtotal |
| Other Expenses Not Included | 177546 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 177546 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1325054 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | THE ORGANIZATION INTENDS TO USE ITS ENDOWMENT FUNDS TO PURSUE ITS STATED MISSION, SUPPORT OF PINES OF SARASOTA. |
| Part XI, Line 8 - Other Adjustments: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS: 51119. | |
| Part XII, Line 2d - Other Adjustments: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS: 51119. FUNDRAISING EXPENSES: 39084. | |
| Part XII, Line 4b - Other Adjustments: | FUNDRAISING & GRANT REVENUE FBO PINES OF SARASOTA, INC.: 177546. | |
| Part XIII, Line 2d - Other Adjustments: | FUNDRAISING EXPENSES: 39084. | |
| Part XIII, Line 4b - Other Adjustments: | FUNDRAISING & GRANT REVENUE RECEIVED DIRECTLY BY PINES OF SARASOTS, INC.: 177546. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | MARLENE RESNICK | NameOfIndividual |
| Activity | GRANT WRITER | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 502896 | GrossReceipts |
| Amount Retained By Contractor | 88000 | AmountRetainedByContractor |
| Net To Organization | 414896 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 502896 | TotalGrossReceipts |
| Total Retained By Contractors | 88000 | TotalRetainedByContractors |
| Total Net To Organization | 414896 | TotalNetToOrganization |
| Licensed States | FL | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | LUNCHEONS | NameOfEvent1 |
| Gross Receipts Event1 | 112110 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 73026 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 39084 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 21421 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 17663 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 112110 | GrossReceiptsTotal |
| Charitable Contributions Total | 73026 | CharitableContributionsTotal |
| Gross Revenue Total Events | 39084 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 21421 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 17663 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 39084 | DirectExpenseSummaryEvents |
| Net Income Summary | 0 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PINES OF SARASOTA INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 N ORANGE AVENUE | AddressLine1 |
| City | SARASOTA | City |
| State | FL | State |
| ZIP Code | 34236 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 590700567 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 817892 | AmountOfCashGrant |
| Purpose Of Grant | FUNDS TO PROVIDE SUPPORT TO PINES OF SARASOTA, INC. | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, 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. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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 BAORD 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 OF NONPROFIT PROFESSIONALS AND REVIEWS SUCH VARIABLES AS ANNUAL BUDGETS AND INDUSTRY SECTOR. THIS DATA IS ANNUALLY COMPILED AND DISTRIBUTED BY THE COMMUNITY FOUNDATION OF SARASOTA COUNTY. | |
| Form 990, Part VI, Section C, line 19 | THE ORANIZATION'S WEBSITE AND NEWSLETTERS INCLUDE A STATEMENT INDICATING THAT IT'S GOVERNING DOCUMENTS, INCLUDING CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. | |
| FORM 990, PART VIII, LINE 11 | FUNDRAISING & GRANT REVENUE FBO PINES OF SARASOTA, INC. | OTHER REVENUE |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PINES OF SARASOTA | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 N ORANGE AVE | AddressLine1 |
| City | SARASOTA | City |
| State | FL | State |
| ZIP Code | 34236 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590700567 | EIN |
| Primary Activities | OPERATE AND MAINTAIN SKILLED NURSING AND ASSISTED LIVING FACILITY | PrimaryActivities |
| Legal Domicile State | FL | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | Line 7 | PublicCharityStatus |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PINES OF SARASOTA INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionType |
| Amount Involved | 817892 | AmountInvolved |
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