2026-05-14T10:22:33+00:00 2025-06-30 440160260 Forvis Mazars LLP 2700 Post Oak Blvd Ste 1500 Houston TX 77056 990 2024-07-01 591166437 Christian & Missionary Alliance Foundation Inc CHRI 2394661111 15000 Shell Point Blvd 100 Fort Myers FL 339081637 Burke Rainey VP of Finance/CFO 2026-05-14 false Amanda Maya P01067777 7134994600 2026-04-30 2024 2025-03-06 01:10:19Z SHELL POINT RETIREMENT COMMUNITY BURKE RAINEY 15000 Shell Point Blvd STE 100 Fort Myers FL 339081637 210016696 false X WWW.SHELLPOINT.ORG X 1967 FL 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. 15 13 1470 1038 1612056 0 4411434 8988055 137805380 140171226 -21538265 -2171607 14511472 12705652 135190021 159693326 274993 305953 0 63599554 66158042 0 0 86718936 99719332 150593483 166183327 -15403462 -6490001 749647747 1017607191 634649730 900285922 114998017 117321269 X SHELL POINT RETIREMENT COMMUNITY IS A NON-PROFIT MINISTRY OF THE CHRISTIAN AND MISSIONARY ALLIANCE FOUNDATION, INC., IS DEDICATED TO THE SERVICE OF GOD AND THE CARE OF HIS PEOPLE BY PROVIDING A BROAD CONTINUUM OF RESIDENTIAL ALTERNATIVES AND SERVICES, DESIGNED TO ENHANCE THE INDEPENDENCE AND DIGNITY OF ITS RESIDENTS THROUGH SPIRITUAL, SOCIAL, RECREATIONAL, AND PHYSICAL PROGRAMS. false false 75902687 38302386 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 FOUR ADVANCED PRACTICE REGISTERED NURSES ON STAFF OFFERS THE VERY BEST IN GERONTOLOGICAL CARE. THE BRAND NEW 180-BED LARSEN HEALTH CENTER AT SHELL POINT PROVIDES A VARIETY OF HEALTHCARE SERVICES INCLUDING PHYSICAL THERAPY, LONG-TERM NURSING CARE, HOSPICE, ALZHEIMER'S AND MEMORY CARE. IN ADDITION, LARSEN OFFERS PROFESSIONALLY STAFFED ACTIVITIES PROGRAMS, DINING ROOMS ON EVERY RESIDENT FLOOR, A 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 ROOMS 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. 52823618 305953 98317698 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 ROLL 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. 12931252 1018158 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. 6413220 2532984 OTHER SERVICE DESCRIPTION: RESIDENT SERVICES 6413220 2532984 148070777 true true false false false false false false false true true false false false true false false true false false false false false false false false false false true true true false false false false false false false false false false false false false false false true true true false false true 167 0 true 1470 true true true false false false false false false false false false false false X 15 13 false false false false true true true true true false false false true true true true true true true true false false FL X BURKE RAINEY 2394542230 15000 SHELL POINT BLVD STE 100 FORT MYERS FL 339081637 DONNA J DUSS VICE CHAIRPERSON 1.0 0.3 X X 0 0 0 JOHN W DAVIDSON TREASURER 1.0 0.8 X X 0 0 0 REV CHARLES B DEWITT SECRETARY 1.0 0.5 X X 0 0 0 REV MARK T O'FARRELL DD CHAIRPERSON 1.0 0 X X 0 0 0 ARCHIE L WHITE SR DIRECTOR 1.0 1.0 X 0 0 0 CHANLEY CHRISTMAN DIRECTOR 1.0 1.3 X 0 0 0 DR JAMES D GLENN DIRECTOR 1.0 0 X 0 0 0 DR MICHAEL SCALES DIRECTOR 1.0 0 X 0 0 0 DR PAUL T CASS DIRECTOR 1.0 0.3 X 0 0 0 JAY HIBBARD DIRECTOR 1.0 0 X 0 0 0 JEREMY DYS Director 1.0 1.3 X 0 0 0 JON BURZDY DO Director 1.0 0 X 0 0 0 Ken Baldes DIRECTOR, EX OFFICIO 1.0 40.0 X 0 207981 27192 NANCY COOK DIRECTOR 1.0 0.3 X 0 0 0 REV TOM FLANDERS DIRECTOR, EX OFFICIO 40.0 0.3 X 0 83534 14191 WANDA ANDERSON DIRECTOR 1.0 0.5 X 0 0 0 BURKE RAINEY VP of Finance/CFO/Asst Treas 40.0 0.8 X 587784 0 63832 MARTIN C SCHAPPELL PRESIDENT/ASSISTANT SECRETARY 40.0 0.8 X 903977 0 44411 ADAM A HINDS VP OF OPERATIONS 40.0 0 X 503461 0 44411 BRIAN SYKES Vice President of Healthcare 40.0 0 X 193058 0 11547 JASON P SMITH VICE PRESIDENT OF AMENITIES 40.0 0 X 315162 0 27558 KAREN M ANDERSON VP OF HUMAN RESOURCES 40.0 0 X 356612 0 48332 SARAH L OWEN VP of Business Development 40.0 0 X 428893 0 36754 AMY OBJARTEL Director of Marketing & Communications 0.0 0 X 194059 0 35297 BRIAN A HINDS CIO 40.0 0 X 262493 0 39150 BRIAN C PULVER Retirement Counselor 40.0 0 X 205089 0 16715 DR GARY A GOFORTH MEDICAL DIRECTOR 40.0 0 X 327685 0 43079 JUSTIN SCHIFF DIRECTOR, PROJECT DEVELOPMENT 40.0 0 X 204539 0 29810 4482812 291515 482279 59 false true false Juniper Landscaping of FL LLC PO Box 628395 Orlando FL 328628395 Landscaping Contractors 3481929 RD Johnson Contruction Inc 7916 Drew Circle SUite 7 Fort Myers FL 33967 Construction 2809756 A Contruction LLC 21720 S Tamiami Estero FL 33928 Construction 2465442 Aegis Therapies Inc PO Box 936653 Atlanta GA 311936653 Rehab Therapy 2396581 Storm Solutions Inc 12630 Metro Parkway 100 Fort Myers FL 33966 Construction 2037496 58 2821765 6166290 8988055 MONTHLY MAINTENANCE FEES 900099 64156685 64156685 ENTRANCE FEES 900099 34161013 34161013 MEDICAL SERVICES 623000 38302386 38302386 DINING SERVICES 722100 1018158 1018158 RESIDENT SERVICES 900099 323515 323515 2209469 2209469 0 0 140171226 125351 125351 10769606 10769606 135481 135481 0 135481 135481 37256806 36213004 14110366 1043802 -14110366 -13066564 -13066564 450963 450963 450963 GOLF COURSE 713910 3216235 1506521 1709714 RESTAURANTS 722513 993513 993513 HURRICANE INSURANCE RECOVERY 524298 4590584 4590584 3318876 0 105535 3213341 12119208 159693326 140171226 1612056 8921989 305953 305953 3565792 3036320 529472 50246095 42803477 7442618 1165520 990723 174797 6966010 5872236 1093774 4214625 3721967 492658 2531591 2531591 1042201 1042201 185239 185239 42142 42142 7194033 6341781 852252 0 1381469 100050 1281419 1654558 241241 1413317 5844985 4826508 1018477 17246276 17246276 40483901 40012137 471764 5439444 5400544 38900 REPAIR AND MAINTENANCE 3854687 3708688 145999 FOOD AND BEVERAGE EXPENSES 3287693 3287693 RESIDENT SVCS 2670258 2670258 CABLE TV, UPGRADES 1481796 1481796 5379059 3491538 1887521 0 166183327 148070777 18112550 0 19822987 28413087 11646 50618 2648150 4476026 3771747 7321262 0 0 0 0 1438999 1488417 6396941 8226525 958361107 335013270 583486854 623347837 106546086 321256155 0 0 25524337 23027264 749647747 1017607191 16096641 17321240 285614312 303486004 194709605 439378864 0 0 138229172 140099814 634649730 900285922 112494123 108704225 2503894 8617044 114998017 117321269 749647747 1017607191 X -6490001 10988753 -2175500 X false true true true true X 4121443 6078159 4141571 4411434 8988055 27740662 117077824 121561574 127128772 137805380 140171226 643744776 4469880 2607324 3418038 11805873 10958115 33259230 0 0 125669147 130247057 134688381 154022687 160117396 704744668 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 704744668 1363493 579696 614125 889851 11030438 14477603 0 1363493 579696 614125 889851 11030438 14477603 0 0 0 0 0 0 0 127032640 130826753 135302506 154912538 171147834 719222271 0.97987 0.99434 0.02 0.01 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2503894 7550890 47945 1485684 8617045 1835004 3240048 63447 0 2634605 0 2503894 2875568 2943923 53458 4037945 1835004 19281186 5528991 21934609 2875568 17916367 4028661 2663842 19281186 0.0 0.229 0.771 false false 26528976 26528976 724711527 270686229 454025298 75428438 34202345 41226093 46125062 24047318 22077744 85567104 6077378 79489726 623347837 Federal Income Taxes Refundable Contracts 109909354 Capital Projects Payable 5806408 Deposits on Units 3567858 Resident Reserves 7491677 Interest Payable 3659946 Lease Liability 9553419 Other Liability 111152 140099814 167497320 10988753 -1143300 9845453 157651867 42142 1999317 2041459 159693326 171740703 5599518 5599518 166141185 42142 0 42142 166183327 Schedule D, Part X, Line 2 SHELL POINT 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. SHELL POINT REPORTS UNRELATED BUSINESS TAXABLE INCOME RESULTING FROM THEIR 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 UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. Schedule D, Part V, Line 4 Intended uses of endowment funds INTENDED USES OF ENDOWMENT FUNDS: TEMPORARILY RESTRICTED CONTRIBUTIONS ARE DONOR OR BOARD RESTRICTED TO BE USED FOR SPECIFIC PURPOSES. THEY ARE RELEASED FROM DONOR/BOARD RESTRICTIONS BY INCURRING EXPENSES, SATISFYING THE RESTRICTED PURPOSES. THE PERMANENTLY RESTRICTED NET ASSETS ARE INVESTMENTS HELD IN PERPETUITY, AND THE INCOME IS USED TO SUBSIDIZE RESIDENTS WHO HAVE RUN LOW ON FUNDS THROUGH NO FAULT OF THEIR OWN, AND THUS ARE IN NEED OF FINANCIAL ASSISTANCE. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 FAIR VALUE OF INTEREST RATE SWAP - -2175500 NET ASSET RELEASED FROM RESTRICTION - 1032200 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements OTHER DIFFERENCES - -26793 INTEREST INCOME INCLUDED IN AUDIT INTEREST EXPENSE - 10725839 CONTRIBUTIONS IN AUDIT NET ASSETS - 7598771 HURRICANE LOSS INCLUDED IN REVENUE - -2188134 LOSS ON DISPOSAL OF ASSET IN AUDIT EXPENSE - -14110366 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 LOSS ON DISPOSAL OF ASSET IN AUDIT EXPENSE - 14110366 INTEREST INCOME INCLUDED IN AUDIT INTEREST EXPENSE - -10725839 HURRICANE LOSS INCLUDED IN AUDIT EXPENSES - 2188134 OTHER DIFFERENCES - 26857 true Benevolent Assistance 13 305953 BOOK SUBSIDY Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds SUBSIDIES ARE GRANTED TO RESIDENTS WHO HAVE RUN LOW ON FUNDS THROUGH NO FAULT OF THEIR OWN. A SUBSIDY COMMITTEE MEETS TO REVIEW EACH INDIVIDUAL CASE AND THEN DETERMINES THE AMOUNT OF SUBSIDY TO BE GRANTED TO MEET THE NEEDS OF THE INDIVIDUAL. X X true true X X X X false false false false false true false false false Ken Baldes DIRECTOR, EX OFFICIO 0 207981 0 0 0 0 0 9300 0 17892 0 235173 0 0 BURKE RAINEY VP of Finance/CFO/Asst Treas 453217 0 123067 0 11500 0 46000 0 17832 0 651616 0 0 0 MARTIN C SCHAPPELL PRESIDENT/ASSISTANT SECRETARY 625220 0 173534 0 105223 0 30500 0 13911 0 948388 0 0 0 ADAM A HINDS VP OF OPERATIONS 378867 0 109344 0 15250 0 30500 0 13911 0 547872 0 0 0 SARAH L OWEN VP of Business Development 331026 0 94500 0 3367 0 30500 0 6254 0 465647 0 0 0 KAREN M ANDERSON VP OF HUMAN RESOURCES 264423 0 76939 0 15250 0 30500 0 17832 0 404944 0 0 0 JASON P SMITH VICE PRESIDENT OF AMENITIES 242795 0 67504 0 4863 0 9726 0 17832 0 342720 0 0 0 BRIAN SYKES Vice President of Healthcare 190083 0 0 0 2975 0 5949 0 5598 0 204605 0 0 0 DR GARY A GOFORTH MEDICAL DIRECTOR 312435 0 0 0 15250 0 30500 0 12579 0 370764 0 0 0 BRIAN A HINDS CIO 251276 0 0 0 11217 0 22435 0 16715 0 301643 0 0 0 BRIAN C PULVER Retirement Counselor 205089 0 0 0 0 0 0 0 16715 0 221804 0 0 0 JUSTIN SCHIFF DIRECTOR, PROJECT DEVELOPMENT 193039 0 0 0 11500 0 23000 0 6810 0 234349 0 0 0 AMY OBJARTEL Director of Marketing & Communications 188751 0 0 0 5308 0 21386 0 13911 0 229356 0 0 0 Schedule J, Part I, Line 1a Travel for companions TRAVEL FOR COMPANIONS THE PRESIDENT AND VICE PRESIDENTS RECEIVE A MAXIMUM TRAVEL REIMBURSEMENT AMOUNT OF $1,500 PER YEAR PER PERSON. THE ASSISTANT VICE-PRESIDENTS RECEIVE A MAXIMUM TRAVEL REIMBURSEMENT AMOUNT OF $750 PER YEAR PER PERSON. THESE FEES ARE INCLUDED AS TAXABLE INCOME EACH YEAR ON THEIR W-2. ADDITIONALLY, ALL REQUESTS FOR REIMBURSEMENT BY VICE PRESIDENTS MUST BE APPROVED BY THE PRESIDENT OF THE CORPORATION AND THE PRESIDENT'S REQUEST FOR PAYMENTS MUST BE APPROVED BY THE CFO. Schedule J, Part I, Line 1a Housing allowance or residence for personal use Included in his taxable compensation Reported on Form W-2, Martin Schappell received a Housing Allowance of $90,000. Schedule J, Part I, Line 6a Compensation contingent on net earnings of the organization SOME INDIVIDUALS LISTED ON PART VII WERE ELIGIBLE FOR A BONUS IF NET EARNINGS EXCEEDED BUDGET AND ALL OTHER MISSION AND OPERATIONAL GOALS ARE ACHIEVED. THESE AMOUNTS WERE ACCRUED AS OF 06/30/2025. THE BONUS IS SUBJECT TO APPROVAL BY THE BOARD ANNUALLY. Schedule J, Part II, Column (B)(ii) BONUS & INCENTIVE COMPENSATION DRIVEN BY THE NEED TO OBTAIN AND SUSTAIN BUDGETED OCCUPANCY THROUGHOUT THE YEAR, SOME INDIVIDUALS LISTED ON FORM 990 PART VII AND SCHEDULE J PART II WERE ELIGIBLE TO PARTICIPATE IN THE SALES BONUS COMPENSATION PLAN. A LEE COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY 591793462 000000000 2016-09-09 147514000 CONSTRUCTION, RENOVATION AND EQUIPPING OF SENIOR CARE FACILITY. false false false B LEE COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY 591793462 52349EDX5 2019-07-10 92479521 CONSTRUCTION & EQUIPMENT FOR SNF false false false C LEE COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY 591793462 000000000 2021-08-19 16405000 REFUND SERIES 2011(B), EQUIPMENT, RENOVATION false false false D LEE COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY 591793462 52349EEQ9 2024-07-18 153604420 Construction of new facility false false false A 58220094 147514000 1813160 15159263 130541577 2017 true false true true B 91651921 1596950 89912996 141975 2021 false false true true C 2585000 20779450 540027 9360595 10878828 2023 true false true true D 153604420 3749062 9995460 2503055 137356843 false false false true A false false false false false false 0 0 0.0 false false 0 false true B false true true true false false 0.015 0.01 0.025 false false 0 false true C false false false false false false 0 0 0.0 false false 0 false true D false false false false false false 0 0 0.0 false false 0 false true A false false false true true true TRUIST 16.1 false false false 0 false false true B false false false false false false 0 false false false 0 false false true C false true false false false false 0 false false false 0 false false true D false true false false false false 0 false false false 0 false false true A true B true C true D true Schedule K, Part II, Line 3 Column B TOTAL PROCEEDS OF ISSUE EXCEEDS THE ISSUE PRICE DUE TO INVESTMENT EARNINGS. Schedule K, Part II, Line 3 Column C TOTAL PROCEEDS OF ISSUE EXCEEDS THE ISSUE PRICE DUE TO INVESTMENT EARNINGS. Schedule K, Part II, Line 11 PROCEEDS FROM BOND ISSUE B WERE SPENT TO CURRENTLY REFUND PRIOR BONDS FOR WHICH NO REFUNDING ESCROW WAS ESTABLISHED. Schedule K, Part IV, Line 2c THE ARBITRAGE REBATE ANALYSIS FOR THE SERIES 2016 BONDS WAS PERFORMED IN MARCH 2022. A LEE COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY 591793462 52349EEV8 2024-10-01 104248122 Construction of new facility false false false A 104248122 6414983 1397744 96435395 false false false true A false false false false false false 0 0 0.0 false false 0 false true A false true false false false false 0 false false false 0 false false true A true Form 990, Part III, Line 4a-4c Description of program services (Expenses $ 6,413,220 including grants of $)(Revenue $ 2,532,984) OTHER SERVICE DESCRIPTION: RESIDENT SERVICES Form 990, Part VI, Line 1a Delegate broad authority to a committee The Executive Committee has the authority to act on behalf of the Board of Directors between its meetings and may exercise all of the power of the Board, except that the Executive Committee may not approve or recommend to members actions or proposals required by law to be approved by members; designate candidates for the office of director; fill vacancies on the Board of Directors or any committee thereof; or amend the bylaws. Form 990, Part VI, Line 6 Classes of members or stockholders THE CORPORATION HAS ONLY ONE CLASS OF MEMBERS. THE MEMBERS OF THE CORPORATION ARE THE MEMBERS OF THE BOARD OF DIRECTORS OF THE CHRISTIAN AND MISSIONARY ALLIANCE. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE CORPORATION'S BOARD OF DIRECTORS (GOVERNING BODY) IS ELECTED BY THE MEMBERS OF THE CORPORATION. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders CERTAIN DECISIONS OF THE GOVERNING BODY (THE INCURRENCE OF DEBT, FOR EXAMPLE) ARE SUBJECT TO APPROVAL BY THE MEMBERS OF THE CORPORATION. Form 990, Part VI, Line 11b Review of form 990 by governing body THE 990 IS COMPLETED BY A THIRD PARTY, AND A DRAFT IS PRESENTED TO THE AUDIT COMMITTEE FOR REVIEW. THE FINAL VERSION IS E-MAILED TO ALL BOARD MEMBERS BEFORE FILING WITH THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy ANY CHRISTIAN AND MISSIONARY ALLIANCE FOUNDATION (CMAF) BOARD MEMBER OR LEADERSHIP STAFF IN A POSITION TO MAKE DECISIONS WITH REGARD TO CMAF'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 DISCLOSURE. ALL BOARD MEMBERS AND LEADERSHIP STAFF ARE REQUESTED TO LIST ON THIS FORM THOSE SUBSTANTIVE RELATIONSHIPS THAT HE OR SHE MAINTAINS (OR MEMBERS OF THEIR FAMILY MAINTAIN) WITH ORGANIZATIONS THAT DO BUSINESS WITH CMAF OR OTHERWISE COULD BE CONSTRUED TO POTENTIALLY AFFECT HIS OR 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 OF DIRECTORS AND/OR PRESIDENT SHOULD BE CONSULTED. THEY IN TURN MAY ELECT TO CONSULT LEGAL COUNSEL, THE EXECUTIVE COMMITTEE, OR THE BOARD OF DIRECTORS IN EXECUTIVE SESSION. A BOARD MEMBER OR LEADERSHIP STAFF WHO HAS DECLARED OR HAS BEEN FOUND TO HAVE A CONFLICT-OF-INTEREST IN ANY PROPOSED TRANSACTION OR OTHER MATTER WILL NOT PARTICIPATE IN ANY DISCUSSION OR DEBATE REGARDING THAT TRANSACTION. THE BOARD OF DIRECTORS MAY REQUEST CLARIFYING INFORMATION FROM THAT PERSON OR PERSONS INVOLVED BUT HE OR SHE MAY NOT VOTE ON THE MATTER IN QUESTION AND MAY NOT PRESENT AT THE TIME OF THE VOTE. WITH RESPECT TO RESTRAINT ON PARTICIPATION, THE PRESIDENT OR THE CHAIR SHALL TAKE ACTION AS IS NECESSARY TO ASSURE THAT THE TRANSACTION IS COMPLETED IN THE BEST INTEREST OF CMAF WITHOUT THE SUBSTANTIVE INVOLVEMENT OF THE PERSON WHO HAS THE POSSIBLE CONFLICT OF INTEREST. Form 990, Part VI, Line 15a Process to establish compensation of top management official AN ANALYSIS OF EXECUTIVE COMPENSATION WAS CONDUCTED AND APPROVED BY THE BOARD OF DIRECTORS IN JANUARY 2025 BY CLIFTON LARSON ALLEN BASED ON A BROAD RANGE OF SURVEY DATA. Form 990, Part VI, Line 15b Process to establish compensation of other employees AN ANALYSIS OF EXECUTIVE COMPENSATION WAS CONDUCTED AND APPROVED BY THE BOARD OF DIRECTORS IN JANUARY 2025 BY CLIFTON LARSON ALLEN BASED ON A BROAD RANGE OF SURVEY DATA. Form 990, Part VI, Line 19 Required documents available to the public ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part VIII, Line 2f Other Program Service Revenue All other program service revenue - Total Revenue: 2209469, Related or Exempt Function Revenue: 2209469, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part VIII, Line 11d Other Miscellaneous Revenue All other revenue - Total Revenue: 3211208, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 3211208; SALON - Total Revenue: 97159, Related or Exempt Function Revenue: , Unrelated Business Revenue: 97159, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; MOTEL - Total Revenue: 10509, Related or Exempt Function Revenue: , Unrelated Business Revenue: 8376, Revenue Excluded from Tax Under Sections 512, 513, or 514: 2133; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Change in FMV of derivative - -2175500; Total - -2175500; FORM 990, PART I, LINE 6 VOLUNTEERISM: ONE CLEAR INDICATOR OF A TRUE NON-PROFIT IS THE WILLINGNESS ENGENDERED AMONG INDIVIDUALS TO PROVIDE THEIR TIME AND PERSONAL TALENT TO ASSIST AND SUPPORT THE ORGANIZATION THROUGH VOLUNTEERISM. AT SHELL POINT, 1,071 (OVER HALF) OF OUR 2,000 INDEPENDENT LIVING RESIDENTS ARE REGISTERED VOLUNTEERS IN THE COMMUNITY AND MANY OTHERS ALSO VOLUNTEER OUTSIDE SHELL POINT WITH ORGANIZATIONS THAT ARE ASSOCIATED WITH THE COMMUNITY. THE TOTAL NUMBER OF DOCUMENTED VOLUNTEER HOURS IN THE PAST 20 YEARS HAS BEEN WELL OVER TWO MILLION HOURS OF VOLUNTEER SERVICE. SHELL POINT'S VOLUNTEER PROGRAM IS SUCH AN IMPORTANT PART OF RESIDENT LIFE IN THE COMMUNITY THAT THE ORGANIZATION PROVIDES A DEPARTMENT WITH TWO DEDICATED STAFF TO OVERSEE THE PROGRAM. THERE ARE MORE THAN 50 ORGANIZED VOLUNTEER GROUPS AT SHELL POINT PROVIDING MYRIAD SERVICES INCLUDING THE PAVILION AUXILIARY, WHICH HAS VOLUNTEERS WORKING WITHIN THE FACILITY'S SKILLED NURSING CENTER TO ENHANCE THE QUALITY OF LIFE FOR RESIDENTS LIVING THERE. OTHER VOLUNTEER PROGRAMS INCLUDE A FULL-SERVICE LIBRARY WHICH IS OPERATED COMPLETELY BY RESIDENT VOLUNTEERS, VARIOUS SERVICE GROUPS SUCH AS ADOPT-A-ROAD, HUGGIE HEARTS, SUPPORT GROUPS, SHELL POINT AMBASSADORS, AND MORE. THESE PROGRAMS NOT ONLY ENHANCE THE SHELL POINT LIFESTYLE, THEY ALSO PROVIDE A SENSE OF MEANING AND PURPOSE IN THE PERSONAL LIVES OF THE INDIVIDUALS WHO ARE VOLUNTEERING. CHRISTIAN AND MISSIONARY ALLIANCE INC PO BOX 35000 COLORADO SPRINGS CO 80935 131623940 CHURCH CO 501(c)(3) 1 NA false ALLIANCE COMMUNITY FOR RETIREMENT LIVING 600 SOUTH FLORIDA AVE DELAND FL 32720 590817603 CCRC FL 501(c)(3) 10 Christian & Missionary Alliance true ORCHARD ALLIANCE 8595 EXPLORER DRIVE COLORADO SPRINGS CO 80920 841466105 STEWARDSHIP CO 501(c)(3) Type I Christian & Missionary Alliance true CAMA SERVICES INC PO BOX 35000 COLORADO SPRINGS CO 80935 841234511 RELIEF/DEVEL CO 501(c)(3) 7 Christian & Missionary Alliance true THE LEGACY FOUNDATION AT SHELL POINT 15010 SHELL POINT BLVD FORT MYERS FL 33908 800002145 FUNDRAISING FL 501(c)(3) 10 Christian & Missionary Alliance Foundation true Alliance University 2 Washington Street New York NY 10004 131740285 SCHOOL NY 501(c)(3) 2 Christian & Missionary Alliance true TOWN AND COUNTRY MANOR OF TCMA 555 EAST MEMORY LANE SANTA ANA CA 92706 951685807 CCRC CA 501(c)(3) 10 Christian & Missionary Alliance true BARBOUR CHARITABLE REMAINDER TRUST 13901 SHELL POINT PLAZA FORT MYERS FL 33908 341818267 TRUST FL NA Trust false false false true false false false false false false false false false true true true false false false false THE LEGACY FOUNDATION AT SHELL POINT C 2821765 BOOK VALUE Schedule R, Part II, Column (g) INFORMATION ON CONTROLLED ORGANIZATIONS THE ORGANIZATIONS DISCLOSED ON PART II ARE CONTROLLED BY THE SAME ORGANIZATION, CHRISTIAN & MISSIONARY ALLIANCE, INC. THIS CAUSES A BROTHER/SISTER CONTROL RELATIONSHIP WITH ALL OTHER ORGANIZATIONS LISTED ON PART II BY WAY OF CONSTRUCTIVE OWNERSHIP UNDER CODE SECTION 318 AND CONTROL AS DEFINED IN SECTION 512(B)(13).