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Nonprofiteer
← CHRISTIAN & MISSIONARY ALLIANCE FOUNDATION INC

Form 990 for tax year 2022

Filed by CHRISTIAN & MISSIONARY ALLIANCE FOUNDATION INC.

Totals

Total revenue
$101,931,346
Total expenses
$141,201,024
Contributions and grants received
$4,141,571
Grants paid
$280,520
Program service revenue
$127,128,772
Investment income
-$521,447
Other revenue
-$28,817,550
Total assets, end of year
$765,515,804
Total liabilities, end of year
$643,184,790
Net assets or fund balances, end of year
$122,331,014
Program services expenses (Part IX)
$126,146,339
Management and general expenses
$15,054,685
Fundraising expenses
$0
Program service expenses (Part III)
$126,146,339

Program services were 89.3% 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.

  • 1d · Related organizations

    $3,101,041

  • 1e · Government grants (contributions)

    $1,040,530

  • 1f · All other contributions, gifts and grants

    $0

  • 2a · Program service revenue: Monthly Maintenance Fees

    total $58,556,570 · related or exempt $58,556,570

  • 2b · Program service revenue: Entrance Fees

    total $31,996,617 · related or exempt $31,996,617

  • 2c · Program service revenue: Medical Services

    total $32,771,023 · related or exempt $32,771,023

  • 2d · Program service revenue: Dining Services

    total $1,730,436 · related or exempt $1,730,436

  • 2e · Program service revenue: Resident Services

    total $195,373 · related or exempt $195,373

  • 2f · All other program service revenue

    total $1,878,753 · related or exempt $1,878,753

  • 3 · Investment income

    total $131,006 · excluded $131,006

  • 4 · Income from investment of tax-exempt bond proceeds

    total $354,668 · excluded $354,668

  • 5 · Royalties

    total $0

  • 6a · Gross rents

    real property $128,451

  • 6c · Rental income or loss

    real property $128,451 · personal property $0

  • 6d · Net rental income or loss

    total $128,451 · excluded $128,451

  • 7a · Gross sales of assets other than inventory

    securities $53,604,562

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

    securities $53,452,941 · other assets $1,158,742

  • 7c · Gain or loss

    securities $151,621 · other assets -$1,158,742

  • 7d · Net gain or loss

    total -$1,007,121 · excluded -$1,007,121

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $483,285

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $483,285 · excluded $483,285

  • 11a · Other revenue: Golf Course

    total $2,537,336 · unrelated business $1,273,847 · excluded $1,263,489

  • 11b · Other revenue: HURRICANE LOSSES

    total -$34,061,236 · excluded -$34,061,236

  • 11c · Other revenue: Motel

    total $372,764 · unrelated business $338,917 · excluded $33,847

  • 11d · All other revenue

    total $1,721,850 · unrelated business $84,433 · excluded $1,637,417

  • 11e · Other revenue, total

    -$29,429,286

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $280,520 · program services $280,520

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $2,523,052 · program services $2,165,532 · management and general $357,520

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $46,171,458 · program services $39,592,464 · management and general $6,578,994

  • 8 · Pension plan contributions

    total $1,205,499 · program services $1,065,977 · management and general $139,522

  • 9 · Other employee benefits

    total $4,475,402 · program services $3,858,905 · management and general $616,497

  • 10 · Payroll taxes

    total $3,951,482 · program services $3,548,673 · management and general $402,809

  • 11a · Fees: management

    total $2,649,694 · program services $2,649,694

  • 11b · Fees: legal

    total $171,456 · management and general $171,456

  • 11c · Fees: accounting

    total $253,709 · management and general $253,709

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $130,325 · management and general $130,325

  • 11g · Fees: other

    total $6,858,155 · program services $6,560,896 · management and general $297,259

  • 12 · Advertising and promotion

    total $1,261,727 · program services $82,645 · management and general $1,179,082

  • 13 · Office expenses

    total $223,099 · program services $185,367 · management and general $37,732

  • 14 · Information technology

    total $1,230,253 · program services $36,368 · management and general $1,193,885

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $6,806,154 · program services $5,647,181 · management and general $1,158,973

  • 17 · Travel

    total $77,595 · program services $55,995 · management and general $21,600

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $40,845 · management and general $40,845

  • 20 · Interest

    total $7,076,489 · program services $7,076,489

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $36,333,002 · program services $35,796,233 · management and general $536,769

  • 23 · Insurance

    total $4,814,087 · program services $4,744,665 · management and general $69,422

  • 24a · Other expenses: MEDICAL SUPPLIES AND DRUGS

    total $1,302,832 · program services $1,302,832

  • 24b · Other expenses: FOOD AND BEVERAGE EXPENSES

    total $3,401,350 · program services $3,401,350

  • 24c · Other expenses: REPAIR AND MAINTENANCE

    total $3,105,968 · program services $3,018,733 · management and general $87,235

  • 24d · Other expenses: CABLE TV

    total $1,184,795 · program services $1,184,795

  • 24e · All other expenses

    total $5,672,076 · program services $3,891,025 · management and general $1,781,051

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $26,770,662 · end of year $20,792,145

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $10,647,348

  • 3 · Pledges and grants receivable

    beginning of year $4,425,806 · end of year $3,697,724

  • 4 · Accounts receivable

    beginning of year $4,605,297 · end of year $3,399,034

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $1,158,740 · end of year $1,781,379

  • 9 · Prepaid expenses and deferred charges

    beginning of year $6,275,455 · end of year $6,154,547

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

    $899,128,216

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

    $315,189,926

  • 10c · Land, buildings and equipment, net

    beginning of year $585,332,541 · end of year $583,938,290

  • 11 · Investments: publicly traded securities

    beginning of year $104,239,006 · end of year $100,356,754

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $37,170,017 · end of year $34,748,583

  • 17 · Accounts payable and accrued expenses

    beginning of year $13,715,865 · end of year $16,323,250

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $244,957,896 · end of year $263,221,540

  • 20 · Tax-exempt bond liabilities

    beginning of year $212,387,964 · end of year $203,752,516

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $144,406,120 · end of year $159,887,484

  • 27 · Net assets without donor restrictions

    beginning of year $151,634,111 · end of year $120,496,010

  • 28 · Net assets with donor restrictions

    beginning of year $2,875,568 · end of year $1,835,004

Mission and programs · 2022

Mission

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.

Activities or mission (Part I)

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.

  • 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 I 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.

    Expenses $57,891,484 · Revenue $90,553,187

  • 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.

    Expenses $58,977,443 · Revenue $32,771,023

  • 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.

    Expenses $4,252,226 · Revenue $1,730,436

  • RESIDENT SERVICES

    Expenses $5,025,186 · Revenue $2,074,126

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

Listed in Part VII

  • Martin Schappell

    PRESIDENT/ASSISTANT SECRETARY

    Total calculated
    $860,837
    From this org
    $835,113
    From related orgs
    $0
    Other
    $25,724
    Hours/week
    40 + 0.75 related

    Schedule J breakdown matched by us

    Base
    $617,460
    Bonus
    $189,309
    Other
    $28,344
    Deferred
    $12,150
    Nontaxable benefits
    $13,574
    Filer's total
    $860,837

  • Adam Hinds

    VP OF OPERATIONS

    Total calculated
    $468,471
    From this org
    $442,114
    From related orgs
    $0
    Other
    $26,357
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $346,650
    Bonus
    $79,704
    Other
    $15,760
    Deferred
    $12,783
    Nontaxable benefits
    $13,574
    Filer's total
    $468,471

  • Burke Rainey

    VP OF FINANCE/CFO/ASST TREAS

    Total calculated
    $451,261
    From this org
    $421,225
    From related orgs
    $0
    Other
    $30,036
    Hours/week
    40 + 0.75 related

    Schedule J breakdown matched by us

    Base
    $321,756
    Bonus
    $78,969
    Other
    $20,500
    Deferred
    $12,747
    Nontaxable benefits
    $17,289
    Filer's total
    $451,261

  • Karen M Anderson

    VP OF HUMAN RESOURCES

    Total calculated
    $380,114
    From this org
    $349,382
    From related orgs
    $0
    Other
    $30,732
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $274,178
    Bonus
    $60,332
    Other
    $14,872
    Deferred
    $13,443
    Nontaxable benefits
    $17,289
    Filer's total
    $380,114

  • Christy Skinner

    VP OF HEALTHCARE

    Total calculated
    $362,369
    From this org
    $336,481
    From related orgs
    $0
    Other
    $25,888
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $259,685
    Bonus
    $60,850
    Other
    $15,946
    Deferred
    $9,458
    Nontaxable benefits
    $16,430
    Filer's total
    $362,369

  • Dr Gary Goforth

    MEDICAL DIRECTOR

    Total calculated
    $353,283
    From this org
    $329,632
    From related orgs
    $0
    Other
    $23,651
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $313,977
    Bonus
    $15,655
    Other
    $0
    Deferred
    $11,199
    Nontaxable benefits
    $12,452
    Filer's total
    $353,283

  • Brian Hinds

    CIO

    Total calculated
    $292,412
    From this org
    $264,529
    From related orgs
    $0
    Other
    $27,883
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $249,877
    Bonus
    $3,000
    Other
    $11,652
    Deferred
    $11,251
    Nontaxable benefits
    $16,632
    Filer's total
    $292,412

  • Kathy Thompson

    PHYSICIAN

    Total calculated
    $269,837
    From this org
    $242,943
    From related orgs
    $0
    Other
    $26,894
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $229,384
    Bonus
    $13,559
    Other
    $0
    Deferred
    $13,320
    Nontaxable benefits
    $13,574
    Filer's total
    $269,837

  • Janet Coay

    DIRECTOR OF SALES

    Total calculated
    $262,244
    From this org
    $251,837
    From related orgs
    $0
    Other
    $10,407
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,750
    Bonus
    $77,698
    Other
    $10,389
    Deferred
    $4,547
    Nontaxable benefits
    $5,860
    Filer's total
    $262,244

  • Jason Smith

    SR. DIRECTOR OF AMENITIES

    Total calculated
    $261,943
    From this org
    $238,565
    From related orgs
    $0
    Other
    $23,378
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $207,568
    Bonus
    $30,997
    Other
    $0
    Deferred
    $6,948
    Nontaxable benefits
    $16,430
    Filer's total
    $261,943

  • Ken Baldes

    EX OFFICIO

    Total calculated
    $165,165
    From this org
    $0
    From related orgs
    $142,423
    Other
    $22,742
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $142,423 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $7,442 related
    Nontaxable benefits
    $0 + $15,300 related
    Filer's total
    $0 + $165,165 related

  • Rev Tom Flanders

    DIRECTOR

    Total calculated
    $66,771
    From this org
    $0
    From related orgs
    $58,648
    Other
    $8,123
    Hours/week
    1

  • Wanda Anderson Exq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 0.5 related

  • Jon Burzdy Do

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 0.5 related

  • Dr Paul T Cass

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 0.25 related

  • Chanley Cristman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 0.25 related

  • Nancy Cook

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 0.25 related

  • John Davidson

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 0.75 related

  • Rev Charles B Dewitt

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 0.5 related

  • Donna Duss

    VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1 + 0.25 related

  • Jeremy Dys Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 0.25 related

  • Dr James D Glenn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jay Hibbard

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rev Mark T O'Farrell Dd

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • Ethan Permenter

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr Michael Scales

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Archie L White St

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 0.75 related

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

  • 1a · Travel for companions
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 6a · Pay contingent on this organization's net earnings

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
  • 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, PART I, LINE 1A
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 6
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 06/30/2023. 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. ADDITIONALLY, ALL SHELL POINT EMPLOYEES ARE ELIGIBLE FOR AN ANNUAL BONUS, NOT TO EXCEED 5% OF THEIR SALARIES, IF NET EARNINGS EXCEED BUDGET AND QUALITY AND FINANCIAL GOALS ARE MET. THE BONUSES ARE SUBJECT TO APPROVAL BY THE BOARD ANNUALLY.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • BARBOUR CHARITABLE REMAINDER TRUST

    TRUST · TRUST · FL

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2022
Filed
25 October 2023
IRS schema version
2022v5.0
Source object
202400809349301415

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