Christian & Missionary Alliance Foundation Inc
- Assets
- $765.8m
- Revenue
- $132.8m
- Investments
- $0.0
- Employees
- 1,539
- Location
- Fort Myers, FL
- Founding
- 11/1967
- Data as of
- 06/2021
- EIN
- 59-1166437
Organization Overview
Christian & Missionary Alliance Foundation Inc, operating under the name Shell Point Retirement Community, is located in Fort Myers, FL. The organization was established in 1967. According to its NTEE Classification (P75) the organization is classified as: Supportive Housing for Older Adults, under the broad grouping of Human Services and related organizations. As of 06/2021, Shell Point Retirement Community employed 1,539 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Shell Point Retirement Community is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, Shell Point Retirement Community generated $132.8m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 3.9% each year. All expenses for the organization totaled $124.3m during the year ending 06/2021. While expenses have increased by 4.1% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
SHELL POINT RETIREMENT COMMUNITY, A NONPROFIT MINISTRY OF THE CHRISTIAN AND MISSIONARY ALLIANCE FOUNDATION INC., IS DEDICATED TO THE SERVICE OF GOD & THE CARE OF HIS PEOPLE.
Describe the Organization's Program Activity:
Part 3 - Line 4a
HEALTH CARE SERVICES--A MAJOR FACTOR WHICH BRINGS A RESIDENT TO A CONTINUING CARE FACILITY IS ACCESS TO LIFE-CARE. SHELL POINT, WITH FIVE PHYSICIANS AND FIVE ADVANCED PRACTICE REGISTERED NURSES ON STAFF OFFERS THE VERY BEST IN GERONTOLOGICAL CARE. THE 219-BED PAVILION AT SHELL POINT PROVIDES A VARIETY OF HEALTHCARE SERVICES INCLUDING PHYSICAL THERAPY, LONG-TERM NURSING CARE, ALZHEIMER'S AND MEMORY CARE, AND HOSPICE CARE. IN ADDITION, THE PAVILION OFFERS PROFESSIONALLY STAFFED ACTIVITIES PROGRAMS, A WATERFRONT DINING ROOM, BEAUTY SALON, AND FAMILY AND RESIDENT INVOLVEMENT IN CARE PLANNING. SHELL POINT ALSO OFFERS THREE ASSISTED LIVING FACILITIES FOR THE RESIDENT WHOSE QUALITY OF LIFE IS IMPROVED BY SUPPORTIVE SERVICES. KINGS CROWN IS A 120 UNIT FACILITY ON THE ISLAND, THE ARBOR IS A 132 UNIT BUILDING LOCATED IN THE WOODLANDS, AND THE SPRINGS IS A 118 UNIT BUILDING IN THE WATERSIDE NEIGHBORHOOD. ALL OFFER BEAUTIFULLY DESIGNED APARTMENTS, ELEGANT DINING ROOM WITH TABLE SERVICE, INDIVIDUALIZED PERSONAL CARE, 24-HOUR NURSE AVAILABILITY, SPECIALIZED ACTIVITIES PROGRAMS, AND WEEKLY HOUSEKEEPING. SHELL POINT ALSO OFFERS A FULL-SERVICE MEDICAL CENTER, DENTAL CLINIC, PROFESSIONALLY STAFFED SOCIAL SERVICES, MEDICARE/INSURANCE BILLING SERVICES, LICENSED HOME HEALTHCARE AGENCY, SPECIALIST SERVICES, SUPPORT GROUPS, AND AN ON-SITE PHARMACY WITH FREE HOME DELIVERY.
PROPERTY MAINTENANCE AND MANAGEMENT--AS ONE OF THE TOP RETIREMENT COMMUNITIES IN THE COUNTRY, SHELL POINT RECOGNIZES THE IMPORTANCE OF MAINTAINING AND MANAGING THE PROPERTY TO THE HIGH LEVEL OF STANDARDS OUR RESIDENTS HAVE COME TO EXPECT. IN ADDITION TO GENERAL PREVENTIVE MAINTENANCE, THERE IS SPECIALTY MAINTENANCE ON STAFF TO SERVICE AIR CONDITIONING, PLUMBING, AND ELECTRICAL. THERE ARE ALSO 24-HOUR EMERGENCY MAINTENANCE SERVICES. SHELL POINT PROVIDES WEEKLY HOUSEKEEPING AND LAUNDRY SERVICES TO OUR RESIDENTS. LANDSCAPE MANAGEMENT IS ON-GOING WITH MOWING, TRIMMING, PLANTING, MULCHING, PEST CONTROL, AND FERTILIZING. SECURITY PLAYS A VERY IMPORTANT ROLE IN THE OVERALL FEELING OF WELLBEING. SHELL POINT IS A GATED COMMUNITY WITH 24-HOUR STAFFED ENTRANCE GATES AND SURVEILLANCE. PROPERTY LINES THAT ARE BORDERED BY WATER ARE MONITORED WITH INFRA-RED DEVICES.
FOOD SERVICE PROGRAM--A VERY IMPORTANT SERVICE TO THE LIFE CARE COMMUNITY IS ITS FOOD SERVICE PROGRAM. MANY RESIDENTS CANNOT LEAVE THE FACILITY AND DINING BECOMES A SOCIAL EVENT. IN ADDITION TO THE BEAUTIFULLY APPOINTED DINING ROOMS, SHELL POINT OFFERS ITS RESIDENTS SPECIAL SERVICES SUCH AS CATERING, MEAL DELIVERY, AND TAKE-HOME MEALS FOR HOLIDAYS AND LARGE GATHERINGS. RESIDENTS MAY ALSO ARRANGE PRIVATE FUNCTIONS FOR SPECIAL EVENTS SUCH AS BIRTHDAY AND ANNIVERSARY CELEBRATIONS IN ONE OF THE PRIVATE DINING ROOMS.
RESIDENT SERVICES
HEALTH CARE SERVICES--A MAJOR FACTOR WHICH BRINGS A RESIDENT TO A CONTINUING CARE FACILITY IS ACCESS TO LIFE-CARE. SHELL POINT, WITH FIVE PHYSICIANS AND FIVE ADVANCED PRACTICE REGISTERED NURSES ON STAFF OFFERS THE VERY BEST IN GERONTOLOGICAL CARE. THE 219-BED PAVILION AT SHELL POINT PROVIDES A VARIETY OF HEALTHCARE SERVICES INCLUDING PHYSICAL THERAPY, LONG-TERM NURSING CARE, ALZHEIMER'S AND MEMORY CARE, AND HOSPICE CARE. IN ADDITION, THE PAVILION OFFERS PROFESSIONALLY STAFFED ACTIVITIES PROGRAMS, A WATERFRONT DINING ROOM, BEAUTY SALON, AND FAMILY AND RESIDENT INVOLVEMENT IN CARE PLANNING. SHELL POINT ALSO OFFERS THREE ASSISTED LIVING FACILITIES FOR THE RESIDENT WHOSE QUALITY OF LIFE IS IMPROVED BY SUPPORTIVE SERVICES. KINGS CROWN IS A 120 UNIT FACILITY ON THE ISLAND, THE ARBOR IS A 132 UNIT BUILDING LOCATED IN THE WOODLANDS, AND THE SPRINGS IS A 118 UNIT BUILDING IN THE WATERSIDE NEIGHBORHOOD. ALL OFFER BEAUTIFULLY DESIGNED APARTMENTS, ELEGANT DINING ROOM WITH TABLE SERVICE, INDIVIDUALIZED PERSONAL CARE, 24-HOUR NURSE AVAILABILITY, SPECIALIZED ACTIVITIES PROGRAMS, AND WEEKLY HOUSEKEEPING. SHELL POINT ALSO OFFERS A FULL-SERVICE MEDICAL CENTER, DENTAL CLINIC, PROFESSIONALLY STAFFED SOCIAL SERVICES, MEDICARE/INSURANCE BILLING SERVICES, LICENSED HOME HEALTHCARE AGENCY, SPECIALIST SERVICES, SUPPORT GROUPS, AND AN ON-SITE PHARMACY WITH FREE HOME DELIVERY.
PROPERTY MAINTENANCE AND MANAGEMENT--AS ONE OF THE TOP RETIREMENT COMMUNITIES IN THE COUNTRY, SHELL POINT RECOGNIZES THE IMPORTANCE OF MAINTAINING AND MANAGING THE PROPERTY TO THE HIGH LEVEL OF STANDARDS OUR RESIDENTS HAVE COME TO EXPECT. IN ADDITION TO GENERAL PREVENTIVE MAINTENANCE, THERE IS SPECIALTY MAINTENANCE ON STAFF TO SERVICE AIR CONDITIONING, PLUMBING, AND ELECTRICAL. THERE ARE ALSO 24-HOUR EMERGENCY MAINTENANCE SERVICES. SHELL POINT PROVIDES WEEKLY HOUSEKEEPING AND LAUNDRY SERVICES TO OUR RESIDENTS. LANDSCAPE MANAGEMENT IS ON-GOING WITH MOWING, TRIMMING, PLANTING, MULCHING, PEST CONTROL, AND FERTILIZING. SECURITY PLAYS A VERY IMPORTANT ROLE IN THE OVERALL FEELING OF WELLBEING. SHELL POINT IS A GATED COMMUNITY WITH 24-HOUR STAFFED ENTRANCE GATES AND SURVEILLANCE. PROPERTY LINES THAT ARE BORDERED BY WATER ARE MONITORED WITH INFRA-RED DEVICES.
FOOD SERVICE PROGRAM--A VERY IMPORTANT SERVICE TO THE LIFE CARE COMMUNITY IS ITS FOOD SERVICE PROGRAM. MANY RESIDENTS CANNOT LEAVE THE FACILITY AND DINING BECOMES A SOCIAL EVENT. IN ADDITION TO THE BEAUTIFULLY APPOINTED DINING ROOMS, SHELL POINT OFFERS ITS RESIDENTS SPECIAL SERVICES SUCH AS CATERING, MEAL DELIVERY, AND TAKE-HOME MEALS FOR HOLIDAYS AND LARGE GATHERINGS. RESIDENTS MAY ALSO ARRANGE PRIVATE FUNCTIONS FOR SPECIAL EVENTS SUCH AS BIRTHDAY AND ANNIVERSARY CELEBRATIONS IN ONE OF THE PRIVATE DINING ROOMS.
RESIDENT SERVICES
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Martin C Schappell President/assistant Secretary | Officer | 40 | $793,152 |
Ronette Icso VP Of Sales And Marketing | Officer | 40 | $471,051 |
Adam Hinds VP Of Operations | Officer | 40 | $407,528 |
Burke Rainey VP Of Finance/cfo/asst Treas | Officer | 40 | $379,282 |
Karen M Anderson VP Of Human Resources | Officer | 40 | $312,848 |
Dr Gary Goforth Medical Director | 40 | $308,312 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Wright Construction Of S Fl Inc Construction | 6/29/21 | $10,321,246 |
Select Rehab Llc Therapy Services | 6/29/21 | $3,420,671 |
Gates Group Llc Construction | 6/29/21 | $7,601,124 |
Rd Johnson Construction Inc Construction | 6/29/21 | $3,021,116 |
Service Contracting Solutions Painting, Waterproof | 6/29/21 | $1,317,425 |
Select Rehab Llc Therapy Services | 6/29/21 | $3,420,671 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $4,121,443 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $8,000 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $4,121,443 |
| Total Program Service Revenue | $117,077,824 |
| Investment income | $8,150 |
| Tax Exempt Bond Proceeds | $1,240,794 |
| Royalties | $0 |
| Net Rental Income | $114,549 |
| Net Gain/Loss on Asset Sales | $4,205,682 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $420,817 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $132,801,678 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $331,374 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $2,807,816 |
| Compensation of current officers, directors, key employees. | $492,711 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $41,245,440 |
| Pension plan accruals and contributions | $1,877,216 |
| Other employee benefits | $5,436,716 |
| Payroll taxes | $3,263,230 |
| Fees for services: Management | $3,433,601 |
| Fees for services: Legal | $205,911 |
| Fees for services: Accounting | $144,403 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $104,415 |
| Fees for services: Other | $4,011,944 |
| Advertising and promotion | $1,408,235 |
| Office expenses | $388,675 |
| Information technology | $840,457 |
| Royalties | $0 |
| Occupancy | $5,421,624 |
| Travel | $50,319 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $19,980 |
| Interest | $4,375,103 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $30,552,133 |
| Insurance | $3,763,486 |
| All other expenses | $3,444,035 |
| Total functional expenses | $124,325,495 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $24,993,118 |
| Savings and temporary cash investments | $20,431 |
| Pledges and grants receivable | $5,637,891 |
| Accounts receivable, net | $3,968,418 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $1,600,570 |
| Prepaid expenses and deferred charges | $5,345,591 |
| Net Land, buildings, and equipment | $583,968,812 |
| Investments—publicly traded securities | $133,461,220 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $6,758,330 |
| Total assets | $765,754,381 |
| Accounts payable and accrued expenses | $18,091,172 |
| Grants payable | $0 |
| Deferred revenue | $234,906,843 |
| Tax-exempt bond liabilities | $211,921,177 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $5,978,323 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $136,374,494 |
| Total liabilities | $607,272,009 |
| Net assets without donor restrictions | $139,201,186 |
| Net assets with donor restrictions | $19,281,186 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $765,754,381 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Christian & Missionary Alliance Foundation Inc has recieved totaling $250.
| Awarding Organization | Amount |
|---|---|
The Carson Family Foundation Inc Greensboro, NC PURPOSE: SUPPORT RELIGIOUS ACTIVITIES | $250 |
Endowment Analysis
| Beg. Balance | $17,916,367 |
| Net Contributions | $4,028,661 |
| Other Expense | $2,663,842 |
| Ending Balance | $19,281,186 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Presbyterian Retirement Communities Inc Orlando, FL | $554,022,410 | $139,083,000 |
Noland Health Services Inc Birmingham, AL | $492,018,562 | $156,922,166 |
Christian & Missionary Alliance Foundation Inc Fort Myers, FL | $765,754,381 | $132,801,678 |
Miami Jewish Health Systems Inc Miami, FL | $91,015,655 | $95,541,241 |
The Moorings Incorporated Naples, FL | $850,838,065 | $103,391,616 |
Cornerstone Hospice & Palliative Care Inc Tavares, FL | $81,907,139 | $88,879,858 |
John Knox Village Of Florida Inc Pompano Beach, FL | $388,984,733 | $61,308,689 |
Naval Continuing Care Retirement Foundation Inc Atlantic Beach, FL | $325,372,144 | $53,968,868 |
Methodist Home For The Aging Birmingham, AL | $118,213,803 | $51,510,138 |
Lenbrook Square Foundation Inc Atlanta, GA | $291,448,667 | $46,078,205 |
Cypress Cove At Healthpark Florida Inc Fort Myers, FL | $165,133,632 | $33,291,550 |
Glenridge On Palmer Ranch Inc Jacksonville, FL | $194,012,729 | $37,245,180 |