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Nonprofiteer
← SUNCOAST MANOR RETIREMENT COMMUNITY INC

Form 990 for tax year 2022

Filed by SUNCOAST MANOR RETIREMENT COMMUNITY INC.

Totals

Total revenue
$23,054,055
Total expenses
$25,393,582
Contributions and grants received
$325,547
Grants paid
$0
Program service revenue
$21,681,049
Investment income
$1,047,459
Other revenue
$0
Total assets, end of year
$42,520,399
Total liabilities, end of year
$25,126,186
Net assets or fund balances, end of year
$17,394,213
Program services expenses (Part IX)
$21,060,887
Management and general expenses
$4,231,837
Fundraising expenses
$100,858
Program service expenses (Part III)
$21,060,887

Program services were 82.9% 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.

  • 1e · Government grants (contributions)

    $244,266

  • 1f · All other contributions, gifts and grants

    $81,281

  • 2a · Program service revenue: MONTHLY FEES

    total $11,778,206 · related or exempt $11,778,206

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

    total $8,312,539 · related or exempt $8,312,539

  • 2c · Program service revenue: EARNED ENTRANCE FEES

    total $1,590,304 · related or exempt $1,590,304

  • 3 · Investment income

    total $445,932 · excluded $445,932

  • 7a · Gross sales of assets other than inventory

    securities $10,006,574

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

    securities $9,364,079 · other assets $40,968

  • 7c · Gain or loss

    securities $642,495 · other assets -$40,968

  • 7d · Net gain or loss

    total $601,527 · related or exempt -$40,968 · excluded $642,495

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $12,140,516 · program services $10,682,151 · management and general $1,458,365

  • 8 · Pension plan contributions

    total $224,384 · program services $178,757 · management and general $45,627

  • 9 · Other employee benefits

    total $961,479 · program services $869,397 · management and general $92,082

  • 10 · Payroll taxes

    total $787,589 · program services $680,652 · management and general $106,937

  • 11a · Fees: management

    total $1,260,721 · program services $302,573 · management and general $857,290 · fundraising $100,858

  • 11b · Fees: legal

    total $5,593 · management and general $5,593

  • 11c · Fees: accounting

    total $120,253 · management and general $120,253

  • 12 · Advertising and promotion

    total $225,689 · management and general $225,689

  • 13 · Office expenses

    total $107,252 · management and general $107,252

  • 16 · Occupancy

    total $896,604 · program services $896,604

  • 17 · Travel

    total $4,029 · management and general $4,029

  • 19 · Conferences, conventions and meetings

    total $26,641 · program services $2,854 · management and general $23,787

  • 20 · Interest

    total $5,373 · program services $5,373

  • 22 · Depreciation, depletion and amortization

    total $2,484,323 · program services $2,484,323

  • 23 · Insurance

    total $536,149 · management and general $536,149

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $1,637,428 · program services $1,637,428

  • 24b · Other expenses: FOOD

    total $873,531 · program services $873,531

  • 24c · Other expenses: OUTSIDE SERVICE CONTRACTS

    total $783,367 · program services $768,610 · management and general $14,757

  • 24d · Other expenses: EQUIPMENT RENTAL & MAINT

    total $475,513 · program services $475,513

  • 24e · All other expenses

    total $1,837,148 · program services $1,203,121 · management and general $634,027

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,041,100 · end of year $1,270,800

  • 2 · Savings and temporary cash investments

    beginning of year $84,988 · end of year $140,572

  • 4 · Accounts receivable

    beginning of year $1,728,615 · end of year $1,992,210

  • 7 · Other notes and loans receivable

    beginning of year $987,892 · end of year $301,779

  • 8 · Inventories for sale or use

    beginning of year $70,002 · end of year $54,558

  • 9 · Prepaid expenses and deferred charges

    beginning of year $25,797 · end of year $56,160

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

    $53,660,970

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

    $33,341,220

  • 10c · Land, buildings and equipment, net

    beginning of year $20,557,580 · end of year $20,319,750

  • 12 · Investments: other securities

    beginning of year $16,331,943 · end of year $13,161,528

  • 15 · Other assets

    beginning of year $4,947,041 · end of year $5,223,042

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,542,159 · end of year $1,665,501

  • 19 · Deferred revenue

    beginning of year $357,142

  • 20 · Tax-exempt bond liabilities

    beginning of year $137,464 · end of year $129,148

  • 25 · Other liabilities

    beginning of year $22,461,975 · end of year $23,331,537

  • 27 · Net assets without donor restrictions

    beginning of year $21,126,073 · end of year $16,388,777

  • 28 · Net assets with donor restrictions

    beginning of year $1,150,145 · end of year $1,005,436

Mission and programs · 2022

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. 299 CLIENTS WERE SERVED.

    Expenses $21,060,887 · Revenue $21,681,049

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • John Hillenmeyer

    CHAIRMAN

    Total calculated
    $0

  • Terence Rogers

    CEO/PRESIDEN

    Total calculated
    $700,873
    From this org
    $0
    From related orgs
    $664,385
    Other
    $36,488

    Schedule J breakdown matched by us

    Base
    not reported + $568,283 related
    Bonus
    not reported + $76,309 related
    Other
    not reported + $19,793 related
    Deferred
    not reported + $24,156 related
    Nontaxable benefits
    not reported + $12,332 related
    Filer's total
    not reported + $700,873 related

  • Henry T Keith

    CFO/TREASUR/

    Total calculated
    $555,037
    From this org
    $0
    From related orgs
    $530,394
    Other
    $24,643

    Schedule J breakdown matched by us

    Base
    not reported + $454,118 related
    Bonus
    not reported + $50,447 related
    Other
    not reported + $25,829 related
    Deferred
    not reported + $13,663 related
    Nontaxable benefits
    not reported + $10,980 related
    Filer's total
    not reported + $555,037 related

  • Garry Hennis

    COO/EXECUTIV

    Total calculated
    $485,460
    From this org
    $0
    From related orgs
    $464,464
    Other
    $20,996

    Schedule J breakdown matched by us

    Base
    not reported + $399,639 related
    Bonus
    not reported + $42,266 related
    Other
    not reported + $22,559 related
    Deferred
    not reported + $10,016 related
    Nontaxable benefits
    not reported + $10,980 related
    Filer's total
    not reported + $485,460 related

  • Megan Faubel

    SECRETARY

    Total calculated
    $0

  • Daniel Millender

    DIRECTOR OF

    Total calculated
    $187,075
    From this org
    $174,716
    From related orgs
    $0
    Other
    $12,359
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $86,589
    Bonus
    $47,200
    Other
    $40,927
    Deferred
    $3,524
    Nontaxable benefits
    $8,835
    Filer's total
    $187,075

  • Kathleen Nagel

    OCCUPATIONAL

    Total calculated
    $170,243
    From this org
    $157,201
    From related orgs
    $0
    Other
    $13,042
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $100,258
    Bonus
    not reported
    Other
    $56,943
    Deferred
    $4,224
    Nontaxable benefits
    $8,818
    Filer's total
    $170,243

  • Karen Breedlove

    THERAPY PROG

    Total calculated
    $140,392
    From this org
    $127,795
    From related orgs
    $0
    Other
    $12,597
    Hours/week
    40

  • Ifeoma Dimeke

    REGISTERED N

    Total calculated
    $131,060
    From this org
    $120,791
    From related orgs
    $0
    Other
    $10,269
    Hours/week
    40

  • Hector Garcia

    SALES COUNSE

    Total calculated
    $128,357
    From this org
    $116,826
    From related orgs
    $0
    Other
    $11,531
    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

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
2022
Filed
6 February 2024
IRS schema version
2022v5.0
Source object
202410449349300601

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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