Nonprofit · EIN 80-0002415
THE LEGACY FOUNDATION AT SHELL POINT INC
Tax-exempt · FORT MYERS, FL 33908
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $4,363,212 | $3,290,966 | $1,072,246 | $5,184,375 | $1,182,811 | $4,001,564 |
| June 30, 2024 | 990 | $4,292,179 | $4,517,221 | -$225,042 | $3,901,625 | $972,307 | $2,929,318 |
| June 30, 2023 | 990 | $4,678,915 | $5,749,398 | -$1,070,483 | $4,997,796 | $1,836,060 | $3,161,736 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $4,001,853
- Program service revenue
- $348,311
- Investment income
- $56,796
- Net gain from sales of assets
- $56,796
- Net income from fundraising events
- -$45,563
- Other revenue
- -$43,748
Expenses
- Grants and similar amounts paid
- $2,232,772
- Compensation of officers, directors and key employees
- $235,208
- Other salaries and wages
- $350,858
- Salaries, compensation and benefits (total)
- $660,554
- Professional fundraising fees
- $0
- Legal fees
- $6,705
- Accounting fees
- $6,930
- Travel
- $10,193
- Depreciation
- $286
- Program services (functional)
- $2,689,934
- Management and general (functional)
- $114,884
- Fundraising (functional)
- $486,148
Balance sheet and other
- Total assets, start of year
- $3,901,625
- Total assets, end of year
- $5,184,375
- Total liabilities, end of year
- $1,182,811
- Net assets, end of year
- $4,001,564
- Land, buildings and equipment
- $1,689
- Publicly traded securities
- $1,328,606
- Net assets without donor restrictions
- -$985,426
- Net assets with donor restrictions
- $4,986,990
- Gross receipts
- $4,465,571
- Employees
- 7
- Volunteers
- 5
- Year formed
- 2002
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MARTIN C SCHAPPELL | President/CEO/Asst Secretary Officer | 0.5 | $0 | $903,977 | $44,411 |
| BURKE RAINEY | VP of Finance/CFO/Asst Treas Officer | 0.5 | $0 | $587,784 | $63,832 |
| JEFFREY CORY | Executive Director Key employee | 40 | $214,924 | $0 | $23,284 |
| JOHN W DAVIDSON | Secretary/Treasurer Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| WANDA ANDERSON | Chairman Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| ARCHIE L WHITE SR | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| REV CHARLES B DEWITT | Director Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MARTIN SCHAPPELL | President/CEO/Asst Secretary Officer | 0.5 | $0 | $790,108 | $52,082 |
| BURKE RAINEY | VP of Finance/CFO/Asst Treas Officer | 0.5 | $0 | $464,464 | $72,749 |
| JEFF CORY | Executive Director Key employee | 40 | $225,887 | $0 | $3,000 |
| JOHN W DAVIDSON | Secretary/Treasurer Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| WANDA ANDERSON | Chairman Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| ARCHIE L WHITE SR | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| REV CHARLES B DEWITT | Director Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MARTIN C SCHAPPELL | PRESIDENT/CEO/ASST SECRETARY Officer | 0.5 | $0 | $835,113 | $25,724 |
| BURKE RAINEY | VP OF FINANCE/CFO/ASST TREAS Officer | 0.5 | $0 | $421,225 | $30,036 |
| JEFF CORY | EXECUTIVE DIRECTOR Key employee | 40 | $247,920 | $0 | $7,226 |
| ARCHIE L WHITE | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| JOHN W DAVIDSON | SECRETARY/TREASURER Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| REV CHARLES B DEWITT | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| WANDA ANDERSON | CHAIRMAN Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 15010 SHELL POINT BLVD, FORT MYERS, FL 33908-1637
- In care of
- % L BURKE RAINEY
- Principal officer (990 for 2024)
- L Burke Rainey, 1500 SHELL POINT BLVD SUITE 100, FORT MYERS, FL 33908
- Signed the 990
- Burke Rainey, VP of Finance/CFO
- Phone
- (239) 466-8484
- Website
- WWW.LEGACYSHELLPOINT.ORG
- Return prepared by
- Forvis Mazars LLP
Mission
TO SERVE AND SUPPORT THE CHRISTIAN AND MISSIONARY ALLIANCE FOUNDATION, INC. D/B/A SHELL POINT RETIREMENT COMMUNITY.
Program accomplishments
- THE ORGANIZATION OBTAINS FUNDING TO ENHANCE THE PROGRAMS AND SERVICES PROVIDED BY THE CHRISTIAN AND MISSIONARY ALLIANCE FOUNDATION, INC.Expenses $2,474,555 · grants $2,232,772
- 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.Expenses $189,026 · revenue $305,693
- IN ADDITION TO PROVIDING DAILY MONEY MANAGEMENT SERVICES, THE ORGANIZATION SERVES IN A FIDUCIARY ROLE FOR RESIDENTS OF SHELL POINT RETIREMENT COMMUNITY.Expenses $26,353 · revenue $42,618
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 80-0002415
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2002
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $5,184,375
- Income (IRS master file)
- $4,465,571
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $4,363,212 | $3,290,966 | $5,184,375 | IRS |
| 990 | June 2024 | $4,292,179 | $4,517,221 | $3,901,625 | XML |
| 990 | June 2023 | $4,678,915 | $5,749,398 | $4,997,796 | XML |
| 990 | June 2022 | $5,863,574 | $7,507,378 | $5,518,203 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 80-0002415).
Questions about THE LEGACY FOUNDATION AT SHELL POINT INC
- What is the EIN of THE LEGACY FOUNDATION AT SHELL POINT INC?
- The employer identification number (EIN) of THE LEGACY FOUNDATION AT SHELL POINT INC is 80-0002415.
- Is THE LEGACY FOUNDATION AT SHELL POINT INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to THE LEGACY FOUNDATION AT SHELL POINT INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE LEGACY FOUNDATION AT SHELL POINT INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE LEGACY FOUNDATION AT SHELL POINT INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE LEGACY FOUNDATION AT SHELL POINT INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of THE LEGACY FOUNDATION AT SHELL POINT INC?
- The 990 for the year ended June 30, 2025 names L Burke Rainey.
- Who are the officers and directors of THE LEGACY FOUNDATION AT SHELL POINT INC?
- The 990 for the year ended June 30, 2025 lists 7 people; 1 received compensation from the organization.
- How much revenue does THE LEGACY FOUNDATION AT SHELL POINT INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $4,363,212, expenses of $3,290,966 and total assets of $5,184,375 at year end.
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