2024-03-20T13:26:27-05:00 2023-06-30 FORVIS LLP 2700 Post Oak Blvd Ste 1500 HOUSTON TX 77056 990 2022-07-01 800002415 The Legacy Foundation At Shell Point Inc % L BURKE RAINEY LEGA 2394668484 15010 Shell Point Blvd Fort Myers FL 33908 L BURKE RAINEY VP OF FINANCE/CFO 2394668484 2023-10-25 true L Burke Rainey XXX-XX-XXXX AMANDA MAYA P01067777 7134994600 3 2022 2023-04-26 12:10:37Z L BURKE RAINEY 15000 SHELL POINT BLVD STE 100 FORT MYERS FL 33908 4708209 false X WWW.LEGACYSHELLPOINT.ORG X 2002 FL TO SERVE AND SUPPORT THE CHRISTIAN AND MISSIONARY ALLIANCE FOUNDATION, INC. D/B/A SHELL POINT RETIREMENT COMMUNITY. 4 4 11 5 0 0 5591579 4423642 283908 284379 0 0 -11913 -29106 5863574 4678915 6882907 5118125 0 0 526889 515286 0 0 170192 97582 115987 7507378 5749398 -1643804 -1070483 5518203 4997796 1285984 1836060 4232219 3161736 X TO SERVE AND SUPPORT THE CHRISTIAN AND MISSIONARY ALLIANCE FOUNDATION, INC. D/B/A SHELL POINT RETIREMENT COMMUNITY. false false 3575925 3575925 247442 THE ORGANIZATION OBTAINS FUNDING TO ENHANCE THE PROGRAMS AND SERVICES PROVIDED BY THE CHRISTIAN AND MISSIONARY ALLIANCE FOUNDATION, INC. 298966 13904 THE ORGANIZATION PROVIDED PHILANTHROPIC, FINANCIAL AND ESTATE PLANNING SERVICES FOR ITS RETIREMENT COMMUNITY RESIDENTS: INCLUDING DAILY MONEY MANAGEMENT SERVICES TO OVER 150 RESIDENTS OF SHELL POINT RETIREMENT COMMUNITY. THE FOUNDATION'S PROGRAMS, SERVICES AN RESULTS ARE DETAILED PERIODICALLY IN VARIOUS ORGANIZATIONAL PUBLICATIONS AND AN ANNUAL COMMUNITY REPORT. 84442 23033 IN ADDITION TO PROVIDING DAILY MONEY MANAGEMENT SERVICES, THE ORGANIZATION SERVES IN A FIDUCIARY ROLE FOR RESIDENTS OF SHELL POINT RETIREMENT COMMUNITY. 1542200 1542200 THROUGH THE GENEROSITY OF ITS RETIREMENT COMMUNITY RESIDENTS, AN EMPLOYEE HURRICANE RELIEF FUND WAS SET UP THROUGH THE ORGANIZATION. THERE WERE 461 TOTAL RECIPIENTS WHO BENEFITED FROM THE DONATED FUNDS. THESE FUNDS WERE DISTRIBUTED TO 72 EMPLOYEES WHO WERE DISPLACED FROM THEIR HOMES, 133 EMPLOYEES WHO LOST THEIR PRIMARY VEHICLE TO GET TO WORK, AND 256 EMPLOYEES WHO HAD SIGNIFICANT STRUCTUAL DAMAGE, ROOF DAMAGE, OR WATER INTRUSION IN THEIR HOMES. 1542200 1542200 5501533 true true false false false false false false false false true false false true true false false true false false false false false false true false false true true true false false false false false false false false false false false false false true false false false true 0 0 11 true false false false false false true true false false false true false false false X 4 4 false false false false true false false true true false false true true true true true true true true false FL X L BURKE RAINEY 2394542230 15000 SHELL POINT BLVD SUITE 100 FORT MYERS FL 33908 MARTIN C SCHAPPELL PRESIDENT/CEO/ASST SECRETARY 0.5 40.25 X 0 835113 25724 BURKE RAINEY VP OF FINANCE/CFO/ASST TREAS 0.5 40.25 X 0 421225 30036 JEFF CORY EXECUTIVE DIRECTOR 40.0 0.0 X 247920 0 7226 ARCHIE L WHITE DIRECTOR 0.5 1.25 X 0 0 0 JOHN W DAVIDSON SECRETARY/TREASURER 0.5 1.25 X X 0 0 0 REV CHARLES B DEWITT DIRECTOR 0.5 1.0 X 0 0 0 WANDA ANDERSON CHAIRMAN 0.5 1.0 X X 0 0 0 247920 1256338 62986 1 false true false 0 110880 4312762 4423642 DAILY MONEY MANAGEMENT SERVICES 624120 247442 247442 ESTATE SETTLEMENT SERVICES 624120 13904 13904 FIDUCIARY SERVICES 624120 23033 23033 284379 0 0 0 0 0 0 0 0 110880 29294 -29294 -29294 0 0 0 0 0 0 MISCELLANEOUS INCOME 900099 188 188 188 4678915 284379 0 -29106 3575925 3575925 1542200 1542200 0 0 215787 64736 64736 86315 0 249264 214343 34921 7267 4361 1012 1894 12811 7688 1783 3340 30157 18097 4198 7862 0 2308 2308 0 0 0 0 0 3802 3422 190 190 7011 5953 529 529 11593 9275 1159 1159 0 0 9289 3715 2787 2787 0 3701 2591 555 555 0 0 1422 1422 8159 8159 EQUIPMENT RENTAL 22147 21039 554 554 MISCELLANEOUS EXPENSE 46555 16299 170 30086 5749398 5501533 77673 170192 81747 345816 0 0 1656945 1048418 44241 5742 0 0 0 0 0 0 0 0 12712 4711 20914 18612 2682 2302 0 0 0 0 0 0 0 0 3719876 3590807 5518203 4997796 107826 40191 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1178158 1795869 1285984 1836060 X -1305538 -1573437 5537757 4735173 4232219 3161736 5518203 4997796 -1070483 X false true X true false X 2649921 18988263 4512721 5591579 4423642 36166126 0 0 2649921 18988263 4512721 5591579 4423642 36166126 7722907 28443219 476443 155584 0 0 0 632027 0 82539 14307 0 355 188 97389 36895542 1626323 0.77091 0.77221 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20914 18612 2302 2302 BENEFICIAL INTERESTS 979725 OTHER RECEIVABLES 2611082 3590807 0 LOAN PAYABLE - CMAF 1795869 1795869 SCHEDULE D, PART X, LINE 2 LEGACY HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE IRC. THE IRC PROVIDES FOR TAXATION OF UNRELATED BUSINESS INCOME UNDER CERTAIN CIRCUMSTANCES. LEGACY IS REQUIRED TO REPORT UNRELATED BUSINESS TAXABLE INCOME RESULTING FROM ENTERPRISE ACTIVITIES. MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. SCHEDULE D, PART XI, LINE 4b RECONCILIATION OF REVENUE PER AUDITED F/S WITH REVENUE PER RETURN REVENUE ON RETURN, NOT ON BOOKS: SPECIAL EVENT EXPENSES NETTED WITH REVENUE $ (40,222) SCHEDULE D, PART XII, LINE 2d RECONSILIATION OF EXPENSES PER AUDITED F/S WITH EXPENSE PER RETURN EXPENSE ON BOOKS, NOT ON RETURN: SPECIAL EVENT EXPENSES NETTED WITH REVENUE $ 40,222 SP OPEN 110880 110880 900 10618 9533 6656 100 1487 0 110880 110880 900 10618 9533 6656 100 1487 29294 -29294 true Christian & Missionary Alliance Foundation Inc 15000 Shell Point Blvd Ste 100 Fort Myers FL 33908 591166437 501(c)(3) 3575925 operations support 1 RELIEF FOR EMPLOYEES IMPACTED BY HURRICANE IAN 461 1542200 SCHEDULE I, PART I, LINE 2 THE ORGANIZATION MAKES DONATIONS ONLY TO THE RELATED ORGANIZATION, CHRISTIAN & MISSIONARY ALLIANCE FOUNDATION, TO SUPPORT ITS OPERATIONS. SCHEDULE I, PART III, LINE 1 THROUGH THE GENEROSITY OF ITS RETIREMENT COMMUNITY RESIDENTS, AN EMPLOYEE HURRICANE RELIEF FUND WAS SET UP THROUGH THE ORGANIZATION. THERE WERE 461 TOTAL RECIPIENTS WHO BENEFITTED FROM THE DONATED FUNDS. THESE FUNDS WERE DISTRIBUTED TO 72 EMPLOYEES WHO WERE DISPLACED FROM THEIR HOMES, 133 EMPLOYEES WHO LOST THEIR PRIMARY VEHICLE TO GET TO WORK, AND 256 EMPLOYEES WHO HAD SIGNIFICANT STRUCTURAL DAMAGE, ROOF DAMAGE, OR WATER INTRUSION TO THEIR HOMES. X X X X false false false false false false false false false MARTIN C SCHAPPELL PRESIDENT/CEO/ASST SECRETARY 0 617460 0 189309 0 28344 0 12150 0 13574 0 860837 0 0 JEFF CORY EXECUTIVE DIRECTOR 219383 0 24418 0 4119 0 7226 0 0 0 255146 0 0 0 BURKE RAINEY VP OF FINANCE/CFO/ASST TREAS 0 321756 0 78969 0 20500 0 12747 0 17289 0 451261 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONLY ONE CLASS OF MEMBERS. THE MEMBERS OF THE ORGANIZATION ARE THE MEMBERS OF THE BOARD OF DIRECTORS OF CHRISTIAN AND MISSIONARY ALLIANCE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR OF THE LEGACY FOUNDATION, THE DIRECTOR OF ACCOUNTING AND THE VICE PRESIDENT/CFO - BOTH OF THE CHRISTIAN AND MISSIONARY ALLIANCE FOUNDATION, INC. FORM 990, PART VI, SECTION B, LINE 12C ANY LEGACY FOUNDATION BOARD MEMBER OR LEADERSHIP STAFF IN A POSITION TO MAKE DECISIONS WITH REGARD TO THE LEGACY'S RESOURCES AND STANDS TO BENEFIT FROM A DECISION MUST FULLY DISCLOSE AT FIRST KNOWLEDGE THAT A CONFLICT OF INTEREST EXISTS. DISCLOSURES SHALL BE IN WRITING AND DIRECTED TO THE CHAIR OF THE BOARD AND/OR THE PRESIDENT. INFORMATION DISCLOSED SHALL BE HELD IN CONFIDENCE EXCEPT, WHERE IN THE JUDGMENT OF THESE PERSONS, THE BEST INTEREST OF THE ORGANIZATION REQUIRES FURTHER DISCLOSURES. ALL BOARD MEMBERS AND LEADERSHIP STAFF ARE REQUIRED TO SIGN AN ANNUAL STATEMENT REQUIRING ANY SUBSTANTIVE RELATIONSHIPS THAT HE/SHE (OR THEIR FAMILY) MAINTAINS WITH ORGANIZATIONS THAT CONDUCT BUSINESS WITH THE LEGACY FOUNDATION OR OTHERWISE COULD BE CONSTRUED TO POTENTIALLY AFFECT HIS/HER UNBIASED DECISION MAKING AUTHORITY OR RESPONSIBILITY. IN THE EVENT THERE IS UNCERTAINTY AS TO THE APPROPRIATENESS OF LISTING A PARTICULAR RELATIONSHIP, THE CHAIR OF THE BOARD AND/OR THE PRESIDENT SHOULD BE CONSULTED. THEY IN TURN MAY ELECT TO CONSULT LEGAL COUNSEL, THE EXECUTIVE COMMITTEE OR THE BOARD OF DIRECTORS IN EXECUTIVE SESSION. FORM 990, PART VI, SECTION B, LINE 15A & 15B A REVIEW OF EXECUTIVE COMPENSATION WAS CONDUCTED AND APPROVED BY THE BOARD OF DIRECTORS IN JANUARY 2023 BY CLIFTON, LARSON, ALLEN LLP. FORM 990, PART VI, SECTION C, LINE 19 THIS ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE CHRISTIAN AND MISSIONARY ALLIANCE FN 15000 SHELL POINT BLVD STE 100 FORT MYERS FL 33908 591166437 RETIREMENT FL 501(C) (3) 10 C&MA false ALLIANCE COMMUNITY FOR RETIREMENT LIVING 600 SOUTH FLORIDA AVENUE DELAND FL 32720 590817603 RETIREMENT FL 501(C) (3) 10 C&MA false false true false false false false false false false false false false false true false false false false false