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Mission
The Pines of Sarasota Foundation secures funding to provide compassionate care, vital resources, and financial assistance for the seniors, children, and the community we serve.
Mission Category
Health
NTEE Code
| Primary Organization Type | P Human Services |
|---|---|
| Primary Organization Sub-Type | P12 Fundraising and/or Fund Distribution |
| Secondary Organization Type | P Human Services |
| Secondary Organization Sub-Type | P75 Senior Continuing Care Communities |
Street Address
| Street Address Line 1 | 1501 N Orange Ave |
|---|---|
| Street Address Line 2 | -- |
| City | Sarasota |
| County | FL-Sarasota |
| State | FL |
| Zip Code | 34236 |
| Zip Code + 4 | 34236-2631 |
Geographical Areas Served
| Geographic Areas Served - Overall Organization | FL-Sarasota FL-Manatee |
|---|---|
| Geographic Areas Served - Overall Organization (by zip code) | 34266 – Sarasota 34223 – Sarasota 34224 – Sarasota 34228 – Sarasota 34251 – Sarasota 34275 – Sarasota 34286 – Sarasota 34287 – Sarasota 34288 – Sarasota 34289 – Sarasota 34291 – Sarasota 34229 – Sarasota 34231 – Sarasota 34232 – Sarasota 34233 – Sarasota 34234 – Sarasota 34235 – Sarasota 34236 – Sarasota 34237 – Sarasota 34238 – Sarasota 34239 – Sarasota 34240 – Sarasota 34241 – Sarasota 34242 – Sarasota 34243 – Sarasota 34285 – Sarasota 34292 – Sarasota 34293 – Sarasota 34216 – Manatee 33834 – Manatee 34201 – Manatee 34202 – Manatee 34203 – Manatee 34205 – Manatee 34207 – Manatee 34208 – Manatee 34210 – Manatee 34209 – Manatee 34211 – Manatee 34212 – Manatee 34217 – Manatee 34215 – Manatee 34222 – Manatee 34228 – Manatee 34251 – Manatee 34221 – Manatee 34219 – Manatee 34243 – Manatee 33598 – Manatee |
| Specific Areas Served |
The Mission Fund
| More than sixty percent of the medically fragile seniors cared for by Pines of Sarasota are dependent on Medicaid. But Medicaid does not cover the entire cost of their care. Support for Pines of Sarasota Foundation's Mission Fund makes up the difference so that these vulnerable members of our community can have all their needs met in a warm, caring, and state-of-the-art environment. | |
| Program Type | Ongoing - Year-Round |
|---|---|
| Date Program Initially/Originally Began | January 1, 2017 |
| Program Costs (Annual) | $1,000,000 |
| $ Amount of Need | $1,000,000 |
| Program Category | P Human Services |
| Program Sub-Category | P81 Senior Centers/Services |
| Top 3 Populations Served | Aging/Seniors/Elderly Economically Disadvantaged/Poor/Indigent Terminally Ill People |
| Geographical Areas Served by Program | FL-Sarasota FL-Manatee |
| Projected Numbers To Be Served | 400 |
| Actual Numbers Served | 435 |
| Date the Actual Numbers Served were Achieved or Reported | December 31, 2023 |
| Number/Percentage That Achieved Intended Results (as of the date above) | 100% |
| Data Collection | -- |
| Results were Measured/Confirmed By | Records |
Revenue vs. Expenses ($)
Assets & Liabilities ($)
Expense Breakdown: 2023 (%)
Current / Projected
| Current Fiscal Period Begins | January 1, 2024 |
|---|---|
| Current Fiscal Period Ends | December 31, 2024 |
| Projected Annual Revenue | $2,239,445 |
| Projected Annual Expenses | $758,718 |
| Does Total Projected Revenue include the value of "in-kind" contributions? | No |
Financials - Other
| Organization has Endowment? | Yes |
|---|---|
| Endowment Value | $1,237,397 |
| Organization has Credit Line | No |
| Organization has Reserve Fund | Yes |
Administrative Needs (Top 3)
| Name of Need | $ Amount of Need | Description of Need |
|---|---|---|
| West Wing Roof | $347,566 | The 15-year old roof of the west wing of Pines of Sarasota's Skilled Nursing Facility is in need of replacement due to age. Each year, the west wing serves over 500 skilled nursing residents as well as patients receiving in-patient and out-patient rehabilitation. The west wing has approximately 37,000 square feet of shingle roofing. The scope of work includes removal of all elements of the existing roof including shingles, underlayment and fasteners, and replacement with new materials that meet current hurricane codes. |
| Technology | $10,000 | Pines of Sarasota Foundation is in need of updated technology to become current with standards for operations, data security, and internal and external communications. Needed improvements include the purchase and implementation of up-to-date IT systems and servers as well as equipment, programs, and training. These changes will increase security, improve our ability to communicate with donors and funders, and help the Foundation raise funds for Pines of Sarasota. In addition, these new systems will be more cost-effective for monthly IT maintenance and support. |
| Skilled Nursing Resident Beds | $35,000 | Pines of Sarasota's skilled nursing facility is in need of beds to replace those that have reached the end of their useful life and can no longer be repaired. The new beds are specifically designed for those with medical and mobility issues and offer improved functionality and safety for both residents and caregivers. |
Capital Campaign
| Organization is currently in a Capital Campaign | No |
|---|---|
| Campaign Purpose | -- |
| Campaign Goal Amount | -- |
| Campaign Start Date | -- |
| Campaign End Date | -- |
IRS Form 990, 990EZ, 990PF, or 990N
| IRS Letter of Determination requires organization to file Form 990? | Yes |
|---|---|
| 2024 990 Document | |
| 2023 990 Document | Download |
| 2022 990 Document | Download |
| 2021 990 Document | Download |
| 2020 990 Document | Download |
Financial Statements or Audit
| Organization has Audited financial statements | Yes |
|---|---|
| 2024 Financial Statement Document | |
| 2023 Financial Statement Document | Download |
| 2022 Financial Statement Document | Download |
| 2021 Financial Statement Document | Download |
| 2020 Financial Statement Document | Download |
Financial Data
| Fiscal Year ENDING | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Revenue | $1,074,093 | $1,627,093 | $2,089,067 |
| Contributions & Grants Received | $952,997 | $1,306,748 | $1,260,396 |
| Program Service Revenue | $0 | $0 | $0 |
| Investment Income | $121,096 | $320,345 | $828,671 |
| Membership Dues | -- | -- | -- |
| Special Events Revenue | -- | -- | -- |
| Revenue In-Kind | -- | -- | -- |
| Other Revenue | -- | -- | -- |
Financial Data - Expense Allocation
| Fiscal Year ENDING | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Expenses | $1,467,989 | $11,640,439 | $21,421,163 |
| Expenses - Program | $813,724 | $10,889,637 | $20,620,309 |
| Expenses - Administrative | $374,132 | $392,486 | $444,210 |
| Expenses - Fundraising | $280,133 | $358,316 | $356,644 |
| Expenses - Affiliate Payments | -- | -- | -- |
Financial Data - Assets & Liabilities
| Fiscal Year ENDING | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | $4,597,013 | $4,461,961 | $15,800,149 |
| Long-Term Liabilities | -- | -- | -- |
| Current Liabilities | $106,191 | $5,001 | $6,730 |
| Net Assets | $4,490,822 | $4,456,960 | $15,793,419 |
Important Financial Comments
--
Legal
| Year of Incorporation | 1990 |
|---|---|
| IRS Subsection - Tax Status | 501(c)(3) |
| IRS Subsection - Tax Exempt Status | Public Charity Type III Supporting Organization |
| Federal Employer Identification Number (EIN) | 59-2988752 |
| Organization DBA | Pines of Sarasota Foundation Inc. |
| Other Organization Name(s) | -- |
| IRS Letter of Determination | Download |
| State Charitable Solicitations Permit - Registration Number | CH4198 |
| State Charitable Solicitations Permit Document | Download |
Planning
| Fundraising Plan (Last Revised) | December 31, 2024 |
|---|---|
| Communication Plan (Last Revised) | December 31, 2024 |
| Strategic Plan (Last Revised) | December 31, 2025 |
| Continuity of Operations Plan (Last Revised) | 2019 |
| Management Succession Plan (Last Revised) | -- |
Policies
| Nondiscrimination Policy (Last Revised) | 2014 |
|---|---|
| Whistleblower Policy (yes/no) | Yes |
| D&O Insurance Policy (Last Revised) | December 1, 2026 |
Staff Overview
| Number of Full-Time Staff | 4 |
|---|---|
| Retention Rate % (Full-Time Staff) | 70 |
| Number of Part-Time Staff | 1 |
| Number of Consultants | 0 |
| Board Conducts a Formal Written Assessment of CEO/Executive Director | Annually |
CEO/Executive Director
| First Name | Last Name | Term Begins | |
|---|---|---|---|
| Andrea | Stephens | astephens@pinesfoundation.org | January 1, 2024 |
Former CEO/Executive Director
| First Name | Last Name | Term Began | Term Ended |
|---|---|---|---|
| Estelle | Crawford | May 1, 2006 | September 28, 2017 |
| Janet | Ginn | January 1, 2018 | June 6, 2022 |
| Ruth | Frazier | June 7, 2022 | September 1, 2023 |
CEO/Executive Director - Demographics
| Race & Ethnicity | White/Caucasian/European |
|---|---|
| Gender Identity | Female |
| Sexual Orientation | Heterosexual or straight |
| Ability | Does not identify as a person with a disability |
Volunteers - Overview
| Number of Volunteers | 12 |
|---|
Board Chair
| First Name | Last Name | Company Affiliation | Other Organization | Voting Status | Term Begins | Term Ends |
|---|---|---|---|---|---|---|
| Kyle | Hembree | Employed by An Organization Other Than This Organization | Hembree & Associatea | Voting | January 1, 2025 | December 31, 2025 |
Board Co-Chair
| First Name | Last Name | Company Affiliation | Voting Status | Term Begins | Term Ends |
|---|
Board Members - Other
| First Name | Last Name | Company Affiliation | Other Organization | Voting Status |
|---|---|---|---|---|
| Anne | Ridings | Employed by An Organization Other Than This Organization | Ridings Case Management and Fiduciary Solutions, Inc. | Voting |
| Kelly | Saba | Employed by An Organization Other Than This Organization | Miles & Thirion CPA Firm Inc. | Voting |
| Sam | Stern | Employed by An Organization Other Than This Organization | MagnifyGood | Voting |
| Mike | Ward | Employed by An Organization Other Than This Organization | Pines of Sarasota | Ex-Officio, Non-Voting |
| Lisa | Keverian-Press | Employed by An Organization Other Than This Organization | Baird Financial Advisors | Voting |
| John | Schaub | Employed by An Organization Other Than This Organization | -- | Voting |
| Andrea | Stephens | Employed by This Organization | -- | Ex-Officio, Non-Voting |
| Larry | Bedsole | Employed by An Organization Other Than This Organization | -- | Voting |
| Bryan | Roberts | Employed by An Organization Other Than This Organization | -- | Voting |
| Jay | Miller | Employed by An Organization Other Than This Organization | SupleeShea Cramer & Miller | Voting |
| Adria | Jensen | Employed by An Organization Other Than This Organization | Shumaker Loop &Kendrick LLP | Voting |
| Lori | Sutton | Employed by An Organization Other Than This Organization | First Horizon Advisors | Voting |
| Jeffrey | Schmidt | Employed by An Organization Other Than This Organization | BMO Wealth Management | Ex-Officio, Voting |
Board Overview
| Number of Board Meetings Held in Prior Fiscal Year | 5 |
|---|---|
| Board Meeting Attendance % | 90% |
| Board Term Length | 3 |
| Board Term Limits | 2 |
| Constituency Includes Client Representation (Yes/No) | No |
| Percent of Board Members Making Monetary Contributions | 100% |
| Percent of Board Members Making In-Kind Contributions | 0% |
| Are you currently seeking board members? | Yes |
| What qualifications or skills does an ideal board member have at your organization? | -- |
Board Demographics (Race & Ethnicity)
| Asian American/Pacific Islander/Asian | 0 |
|---|---|
| Black/African American/African | 0 |
| Hispanic/Latino/Latina/Latinx | 1 |
| Native American/American Indian/Indigenous | 0 |
| White/Caucasian/European | 11 |
| Multi-racial/Multi-ethnic (two or more races or ethnicities) | 0 |
| Another Identity | 0 |
| If Another Identity is selected, please specify: | |
| Decline to state | 0 |
| Information not available | 0 |
Board Demographics (Gender Identity)
| Female | 6 |
|---|---|
| Male | 6 |
| Gender nonbinary/Genderqueer/Gender non-conforming | 0 |
| Another Gender | 0 |
| If Another Gender is selected, please specify: | |
| Decline to state | 0 |
| Information not available | 0 |
Board Demographics (Sexual Orientation)
| Heterosexual or straight | 0 |
|---|---|
| Gay, lesbian, bisexual (or other sexual orientations within the LGBTQIA+ community) | 0 |
| Another Identity | 0 |
| Decline to state | 0 |
| Information not available | 12 |
Board Demographics (Ability)
| Identifies as a person with a disability | 0 |
|---|---|
| Does not identify as a person with a disability | 1 |
| Decline to state | 0 |
| Information not available | 12 |
Committees
| Standing Committee(s) | Executive Finance Investment Fiscal Affairs/Audit Communications / Promotion / Public Relations |
|---|
Our Story
Since 1990, the Pines of Sarasota Foundation has provided vital support, ensuring that Pines of Sarasota can continue to deliver exceptional care and enriching programs for its residents.
While Pines of Sarasota is best known for its outstanding senior care, its impact reaches across generations. Offering a wide range of services—including skilled nursing, memory care, childcare, healthcare education, inpatient and outpatient rehabilitation, and intergenerational programs—Pines fosters meaningful connections and lifelong learning for all ages.
More than a care facility, Pines is a community where residents enjoy personalized support, access to top-tier healthcare, engaging social opportunities, and a true sense of belonging. With a deep commitment to well-being and connection, Pines of Sarasota remains dedicated to enhancing lives and strengthening the community.
Contact
Pines of Sarasota Foundation Inc
1501 N Orange Ave
Sarasota, FL 34236
Andrea Stephens
astephens@pinesfoundation.org
Phone: 941-955-6293
https://pinesfoundation.org/
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