2011-03-31T12:27:42-05:00 2010-07-31 BOBBITT PITTENGER & COMPANY PA 1605 MAIN STREET SUITE 1010 SARASOTA FL 34236 990 2009-08-01 592988752 Pines of Sarasota Foundation Inc PINE 9419556293 1501 N Orange Avenue Sarasota FL 34236 ESTELLE CRAWFORD 9419556293 2011-03-31 1 Kimball R Bobbitt 9413664450 2011-03-25 2009 2016-02-24 21:20:13Z ESTELLE CRAWFORD 1501 N Orange Avenue Sarasota FL 34236 1651939 0 X www.pinesofsarasota.org X 1989 FL 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. 12 12 6 25 0 0 465204 896707 0 -519751 538602 2635 177546 -51912 1612855 827290 827255 0 212656 206265 87360 0 259215 219646 291534 1346952 1325054 -1398864 287801 5965468 6366507 18959 25237 5946509 6341270 SEE PART I, LINE 1 0 0 6430 6430 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. 817892 817892 THE CAPITAL CAMPAIGN IS TO SUPPORT THE NEW BUILDING AS WELL AS RENOVATIONS FOR THE ALZHEIMERS FACILITY. 2933 2933 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. 827255 1 1 0 0 0 0 0 0 1 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 8 0 1 6 1 0 0 0 0 0 1 1 0 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 FL X X CHM BOOKKEEPING 9416853423 1219 STARBOARD LAND SARASOTA FL 34236 RUTH RANCK 0.50 X X 0 0 0 SHAWN BYRD 1.00 X X 0 0 0 JOHN LOPEZ 0.50 X X 0 0 0 SEAN MCHALE 0.50 X 0 0 0 NANCY MIHM 0.50 X 0 0 0 JANE RITTER 0.50 X 0 0 0 TAMI FOLEY CONETTA 0.50 X 0 0 0 GLORIA MOSS 0.50 X 0 0 0 RICHARD GANS 0.50 X 0 0 0 MICHAEL R PENDER JR 0.50 X 0 0 0 WELLS PURMORT 0.50 X 0 0 0 JOHN OVERTON 0.50 X 0 0 0 ESTELLE CRAWFORD 50.00 X 89772 0 0 89772 0 0 0 0 0 0 0 73026 823681 896707 232336 232336 306266 306266 306266 306266 39084 73026 39084 0 SEE SCH O 900099 177546 177546 177546 1612855 177546 0 538602 827255 827255 206265 78793 127472 25575 25575 84995 82484 2511 106381 6546 99835 11015 9920 1095 5312 5312 3467 3467 OTHER ADMINSTRATIVE 22110 22110 EVENTS/ENTERTAINMENT/SU 21431 511 20920 MARKETING & TRAVEL 2305 2305 DIRECT FUNDRAISING EXPE 2247 2247 TELEPHONE 2081 295 1786 4615 1266 3349 1325054 827255 238584 259215 132392 379789 304926 206632 439750 5396 26380 20483 9364 5897 5364287 5483542 5965468 6366507 18959 25237 18959 25237 X 4776915 5100677 455180 526179 714414 714414 5946509 6341270 5965468 6366507 X 0 1 1 X 0 X X 0 0 0 PINES OF SARASOTA 590700567 501(C)(3) 1 1 1 817892 1 817892 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1256808 658355 51119 675689 1290593 1405182 326149 22567 497090 1256808 0.03900 0.55300 0.40800 0 0 26380 20483 5897 5897 1612855 1325054 287801 18627 37214 51119 106960 394761 1544139 18627 90203 108830 1435309 177546 177546 1612855 1186592 39084 39084 1147508 177546 177546 1325054 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. X X X X X X X 1 MARLENE RESNICK GRANT WRITER 0 502896 88000 414896 502896 88000 414896 FL LUNCHEONS 112110 73026 39084 21421 17663 112110 73026 39084 21421 17663 39084 0 1 PINES OF SARASOTA INC 1501 N ORANGE AVENUE SARASOTA FL 34236 590700567 501(C)(3) 817892 FUNDS TO PROVIDE SUPPORT TO PINES OF SARASOTA, INC. 1 0 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: 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. 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 OTHER REVENUE FUNDRAISING & GRANT REVENUE FBO PINES OF SARASOTA, INC. PINES OF SARASOTA 1501 N ORANGE AVE SARASOTA FL 34236 590700567 OPERATE AND MAINTAIN SKILLED NURSING AND ASSISTED LIVING FACILITY FL 501(c)(3) Line 7 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 PINES OF SARASOTA INC B 817892