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Nonprofiteer
← SUNCOAST MANOR RETIREMENT COMMUNITY INC

Form 990 for tax year 2024

Filed by SUNCOAST MANOR RETIREMENT COMMUNITY INC.

Totals

Total revenue
$26,968,702
Total expenses
$27,079,403
Contributions and grants received
$59,082
Grants paid
$0
Program service revenue
$25,207,135
Investment income
$1,698,791
Other revenue
$3,694
Total assets, end of year
$47,503,430
Total liabilities, end of year
$29,332,070
Net assets or fund balances, end of year
$18,171,360
Program services expenses (Part IX)
$23,052,067
Management and general expenses
$3,916,018
Fundraising expenses
$111,318
Program service expenses (Part III)
$23,052,067

Program services were 85.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $59,082

  • 2a · Program service revenue: MONTHLY FEES

    total $13,221,334 · related or exempt $13,221,334

  • 2b · Program service revenue: MEDICARE / MEDICAID PMTS - RE

    total $9,306,778 · related or exempt $9,306,778

  • 2c · Program service revenue: EARNED ENTRANCE FEES

    total $2,595,112 · related or exempt $2,595,112

  • 2d · Program service revenue: OTHER REVENUE

    total $83,911 · related or exempt $83,911

  • 3 · Investment income

    total $535,484 · excluded $535,484

  • 7a · Gross sales of assets other than inventory

    securities $8,075,625

  • 7b · Less cost or other basis and sales expenses

    securities $6,912,318

  • 7c · Gain or loss

    securities $1,163,307

  • 7d · Net gain or loss

    total $1,163,307 · excluded $1,163,307

  • 11a · Other revenue: GAIN/LOSS ON BOND REFUNDING

    total $3,694 · related or exempt $3,694

  • 11e · Other revenue, total

    $3,694

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $11,882,143 · program services $10,584,850 · management and general $1,297,293

  • 8 · Pension plan contributions

    total $297,502 · program services $248,268 · management and general $49,234

  • 9 · Other employee benefits

    total $842,995 · program services $831,221 · management and general $11,774

  • 10 · Payroll taxes

    total $854,342 · program services $756,279 · management and general $98,063

  • 11a · Fees: management

    total $1,391,478 · program services $333,955 · management and general $946,205 · fundraising $111,318

  • 11b · Fees: legal

    total $56,377 · management and general $56,377

  • 11c · Fees: accounting

    total $55,413 · management and general $55,413

  • 12 · Advertising and promotion

    total $240,532 · management and general $240,532

  • 13 · Office expenses

    total $48,672 · management and general $48,672

  • 16 · Occupancy

    total $1,100,326 · program services $1,100,326

  • 17 · Travel

    total $5,997 · management and general $5,997

  • 19 · Conferences, conventions and meetings

    total $8,761 · program services $3,315 · management and general $5,446

  • 20 · Interest

    total $59,970 · program services $59,970

  • 22 · Depreciation, depletion and amortization

    total $2,612,747 · program services $2,612,747

  • 23 · Insurance

    total $622,008 · management and general $622,008

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $1,668,631 · program services $1,668,631

  • 24b · Other expenses: OUTSIDE SERVICE CONTRACTS

    total $1,042,584 · program services $1,010,401 · management and general $32,183

  • 24c · Other expenses: FOOD

    total $1,020,647 · program services $1,020,647

  • 24d · Other expenses: NATURAL DISASTER

    total $801,160 · program services $801,160

  • 24e · All other expenses

    total $2,467,118 · program services $2,020,297 · management and general $446,821

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $126,754 · end of year $408,845

  • 2 · Savings and temporary cash investments

    beginning of year $463,930 · end of year $178,396

  • 4 · Accounts receivable

    beginning of year $1,883,426 · end of year $2,186,823

  • 7 · Other notes and loans receivable

    beginning of year $352,426 · end of year $795,902

  • 8 · Inventories for sale or use

    beginning of year $57,232 · end of year $57,232

  • 9 · Prepaid expenses and deferred charges

    beginning of year $75,798 · end of year $72,531

  • 10a · Land, buildings and equipment: cost or other basis

    $56,819,824

  • 10b · Land, buildings and equipment: accumulated depreciation

    $38,431,073

  • 10c · Land, buildings and equipment, net

    beginning of year $19,380,614 · end of year $18,388,751

  • 12 · Investments: other securities

    beginning of year $16,331,413 · end of year $16,232,576

  • 15 · Other assets

    beginning of year $5,578,588 · end of year $9,182,374

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,438,216 · end of year $3,352,832

  • 19 · Deferred revenue

    beginning of year $6,639,829 · end of year $7,177,237

  • 20 · Tax-exempt bond liabilities

    beginning of year $120,600 · end of year $3,190,342

  • 25 · Other liabilities

    beginning of year $16,322,346 · end of year $15,611,659

  • 27 · Net assets without donor restrictions

    beginning of year $17,343,319 · end of year $16,554,340

  • 28 · Net assets with donor restrictions

    beginning of year $1,385,871 · end of year $1,617,020

Mission and programs · 2024

Mission

SUNCOAST MANOR RETIREMENT COMMUNITY, INC. IS A CHURCH RELATED, NON-PROFIT COMMUNITY SERVICE ORGANIZATION DEDICATED AND COMMITTED TO PROVIDING SERVICES FOR OLDER ADULTS AND PERSONS WITH SPECIAL NEEDS BY CREATING AND PRESERVING AN EXCELLENT RESIDENTIAL AND HEALTH CARE COMMUNITY PROMOTING WELLNESS AND ENCOURAGING ACTIVE AND HEALTHY LIFESTYLE CHOICES. SUNCOAST MANOR RETIREMENT COMMUNITY, INC. BELIEVES IN AND IS COMMITTED TO HONORING EACH PERSON'S DIGNITY, RIGHTS, SELF-RESPECT AND INDEPENDENCE. SUNCOAST MANOR RETIREMENT COMMUNITY, INC. IS COMMITTED TO A PROGRAM OF STEWARDSHIP THAT RECOGNIZES ITS RESPONSIBILITY TO USE ITS RESOURCES WELL.

  • HOME FOR THE AGED THAT PROVIDES HOUSING, DINING, HEALTH CARE AND OTHER SERVICES FOR OLDER ADULTS AND PERSONS WITH SPECIAL NEEDS. APPROXIMATELY 300 CLIENTS WERE SERVED.

    Expenses $23,052,067 · Revenue $25,207,135

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • John Hillenmeyer

    CHAIRMAN

    Total calculated
    $0

  • Donald Doddridge

    CHAIRMAN

    Total calculated
    $0

  • Terence Rogers

    CEO/PRESIDEN

    Total calculated
    $1,209,980
    From this org
    $0
    From related orgs
    $1,176,383
    Other
    $33,597

    Schedule J breakdown matched by us

    Base
    not reported + $414,691 related
    Bonus
    not reported + $74,997 related
    Other
    not reported + $686,695 related
    Deferred
    not reported + $25,039 related
    Nontaxable benefits
    not reported + $8,558 related
    Filer's total
    not reported + $1,209,980 related

  • Henry T Keith

    CEO/PRESIDEN

    Total calculated
    $714,829
    From this org
    $0
    From related orgs
    $682,696
    Other
    $32,133

  • Henry T Keith

    CFO/TREASUR/

    Total calculated
    $0

  • Garry Hennis

    COO/EXECUTIV

    Total calculated
    $681,135
    From this org
    $0
    From related orgs
    $648,336
    Other
    $32,799

    Schedule J breakdown matched by us

    Base
    not reported + $505,354 related
    Bonus
    not reported + $112,026 related
    Other
    not reported + $30,956 related
    Deferred
    not reported + $21,887 related
    Nontaxable benefits
    not reported + $10,912 related
    Filer's total
    not reported + $681,135 related

  • Jennifer Martens

    CFO/TREASUR/

    Total calculated
    $301,500
    From this org
    $0
    From related orgs
    $275,285
    Other
    $26,215

    Schedule J breakdown matched by us

    Base
    not reported + $218,332 related
    Bonus
    not reported + $32,058 related
    Other
    not reported + $24,895 related
    Deferred
    not reported + $13,709 related
    Nontaxable benefits
    not reported + $12,506 related
    Filer's total
    not reported + $301,500 related

  • Megan Faubel

    SECRETARY

    Total calculated
    $0

  • Daniel Millender

    DIRECTOR OF

    Total calculated
    $174,537
    From this org
    $157,215
    From related orgs
    $0
    Other
    $17,322
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $100,628
    Bonus
    $22,200
    Other
    $34,387
    Deferred
    $7,810
    Nontaxable benefits
    $9,512
    Filer's total
    $174,537

  • Teresa Orem Snyder

    REGISTERED N

    Total calculated
    $145,831
    From this org
    $140,815
    From related orgs
    $0
    Other
    $5,016
    Hours/week
    40

  • Karen Breedlove

    THERAPY PROG

    Total calculated
    $149,220
    From this org
    $136,651
    From related orgs
    $0
    Other
    $12,569
    Hours/week
    40

  • Kathleen Nagel

    OCCUPATIONAL

    Total calculated
    $143,564
    From this org
    $129,718
    From related orgs
    $0
    Other
    $13,846
    Hours/week
    40

  • Rurik Wood

    REGISTERED N

    Total calculated
    $112,851
    From this org
    $111,746
    From related orgs
    $0
    Other
    $1,105
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Itemized on Schedule J with no Part VII listing of the same name on this return:

  • Henry T Keith

    CEO/PRESIDENT

    Schedule J breakdown

    Base
    not reported + $515,926 related
    Bonus
    not reported + $126,586 related
    Other
    not reported + $40,184 related
    Deferred
    not reported + $21,221 related
    Nontaxable benefits
    not reported + $10,912 related
    Filer's total
    not reported + $714,829 related

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PAGE 1, PART I, LINE 3
THE ORGANIZATION RELIED ON A RELATED ORGANIZATION (WESTMINSTER SERVICES, INC. 59-3614812) FOR THE COMPENSATION COMMITTEE, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
14 February 2026
IRS schema version
2024v5.0
Source object
202600479349300855

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