2025-04-10T20:32:49+00:00 2024-06-30 440160260 Forvis Mazars LLP 2700 Post Oak Blvd Ste 1500 Houston TX 77056 990 2023-07-01 800002415 The Legacy Foundation At Shell Point Inc LEGA 2394668484 15010 Shell Point Blvd Fort Myers FL 33908 Burke Rainey VP of Finance/CFO 2025-04-11 true Amanda Maya P01067777 7134994600 2025-05-15 2023 2025-03-06 01:10:19Z L Burke Rainey 1500 SHELL POINT BLVD SUITE 100 FORT MYERS FL 33908 4317602 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 9 5 0 0 4423642 3986790 284379 330562 0 -29106 -25173 4678915 4292179 5118125 3738037 0 515286 631472 0 227301 115987 147712 5749398 4517221 -1070483 -225042 4997796 3901625 1836060 972307 3161736 2929318 TO SERVE AND SUPPORT THE CHRISTIAN AND MISSIONARY ALLIANCE FOUNDATION, INC. D/B/A SHELL POINT RETIREMENT COMMUNITY. false false 3738037 3738037 0 THE ORGANIZATION OBTAINS FUNDING TO ENHANCE THE PROGRAMS AND SERVICES PROVIDED BY THE CHRISTIAN AND MISSIONARY ALLIANCE FOUNDATION, INC. 357639 262594 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. 101015 67968 IN ADDITION TO PROVIDING DAILY MONEY MANAGEMENT SERVICES, THE ORGANIZATION SERVES IN A FIDUCIARY ROLE FOR RESIDENTS OF SHELL POINT RETIREMENT COMMUNITY. 4196691 true true 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 false true false false false false false false false false false false false false false true false false false true 0 0 9 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 1500 SHELL POINT BLVD SUITE 100 FORT MYERS FL 33908 JOHN W DAVIDSON Secretary/Treasurer 0.5 1.3 X X 0 0 0 WANDA ANDERSON Chairman 0.5 1.0 X X 0 0 0 ARCHIE L WHITE SR Director 0.5 1.5 X 0 0 0 REV CHARLES B DEWITT Director 0.5 1.0 X 0 0 0 BURKE RAINEY VP of Finance/CFO/Asst Treas 0.5 40.3 X 0 464464 72749 MARTIN SCHAPPELL President/CEO/Asst Secretary 0.5 40.3 X 0 790108 52082 JEFF CORY Executive Director 40.0 0 X 225887 0 3000 225887 1254572 127831 1 false true false 0 102795 3883995 3986790 DAILY MONEY MANAGMENT SERVICES 624120 228881 228881 ESTATE SETTLEMENT SERVICES 624120 33713 33713 FIDUCIARY SERVICES 624120 67968 67968 0 0 0 0 330562 0 0 0 0 0 102795 25423 -25423 -25423 MISCELLANEOUS INCOME 900099 250 250 0 0 0 0 250 4292179 330562 0 -25173 3738037 3738037 225886 67766 67766 90354 342830 280034 62796 11769 7198 1402 3169 14385 8797 1714 3874 36602 22384 4361 9857 2377 2377 7140 7140 1233 0 1233 0 20416 18374 1021 1021 10053 8393 830 830 12943 9989 1477 1477 10976 4390 3293 3293 1182 828 177 177 406 406 11233 11233 EQUIPMENT RENTAL 5003 4753 125 125 SPECIAL EVENTS 49564 49564 MISCELLANEOUS EXPENSE 15186 14109 313 764 0 0 0 0 4517221 4196691 93229 227301 345816 87758 1048418 40000 5742 5742 0 0 0 0 4711 16079 20914 19019 2302 1895 0 0 3590807 3750151 4997796 3901625 40191 54186 0 0 1795869 918121 1836060 972307 -1573437 -913259 4735173 3842577 3161736 2929318 4997796 3901625 X -225042 -7376 X false true X true false X 18988263 4512721 5591579 4423642 3986790 37502995 0 0 18988263 4512721 5591579 4423642 3986790 37502995 8338239 29164756 155584 155584 0 14307 0 355 188 250 15100 37673679 1645240 0.7741 0.7709 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 1806.0, COLUMN B - , COLUMN C - 355.0, COLUMN D - 188.0, COLUMN E - 250.0, COLUMN F - 2599.0; DESCRIPTION - FUNDRAISING EVENTS, COLUMN A - 12501.0, COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - , COLUMN F - 12501.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20914 19019 1895 1895 Beneficial Interests 1102151 Other Receivables 2648000 3750151 Loan Payable - CMAF 918121 918121 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. SP Open 102795 102795 0 500 2421 5376 4870 100 12156 0 0 102795 102795 0 500 2421 5376 4870 100 12156 25423 -25423 true CHRISTIAN & MISSIONARY ALLIANCE FOUNDATION 15000 Shell Point Blvd STE 100 Fort Myers FL 33908 591166437 501(C) (3) 3738037 Operations Support 1 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. THE ORGANIZATION MAKES DONATIONS ONLY TO THE RELATED ORGANIZATION, CHRISTIAN & MISSIONARY ALLIANCE FOUNDATION, TO SUPPORT ITS OPERATIONS. X X X X false false false false false false false false false MARTIN SCHAPPELL President/CEO/Asst Secretary 0 613099 0 162256 0 14753 0 30000 0 22082 0 842190 0 0 BURKE RAINEY VP of Finance/CFO/Asst Treas 0 361351 0 92212 0 10901 0 45000 0 27749 0 537213 0 0 JEFF CORY Executive Director 225887 0 0 0 0 0 3000 0 0 0 228887 0 0 0 Form 990, Part VI, Line 6 Classes of members or stockholders 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, Line 11b Review of form 990 by governing body 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, Line 12c Conflict of interest policy 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, Line 15a Process to establish compensation of top management official 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, Line 15b Process to establish compensation of other employees 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, Line 19 Required documents available to the public THIS ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part XI, Line 9 Other changes in net assets or fund balances Net assets released from restrictions - -7376; THE CHRISTIAN AND MISSIONARY ALLIANCE FOUNDATION INC 15000 SHELL POINT BLVD STE 100 FORT MYERS FL 33908 591166437 CONTINUING CARE RETIREMENT COMMUNITY FL 501(c)(3) 10 C&MA false ALLIANCE COMMUNITY FOR RETIREMENT LIVING 600 SOUTH FLORIDA AVENUE DELAND FL 32720 590817603 CONTINUING CARE RETIREMENT COMMUNITY 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