PINES OF SARASOTA HEALTHCARE LLC Charity Report

Public IRS 990 nonprofit record

PINES OF SARASOTA HEALTHCARE LLC

EIN 47-5272934 · Human Service Organizations (P20)

What they do

THE PRIMARY PURPOSE of THE ORGANIZATION is to OPERATE and MAINTAIN A 204 BED SKILLED NURSING FACILITY and A 72 BED ASSISTED LIVING FACILITY, PRIMARILY for AGED and FINANCIALLY NEEDY RESIDENTS of SARASOTA and MANATEE COUNTIES, FLORIDA. IN ADDITION, THE ORGANIZATION OPERATES A DAY CARE PROGRAM for CHILDREN and OPERATES 2 THRIFT SHOPS THAT SUPPORT THE ORGANIZATION.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $89.30 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders25 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

91.87%of revenue went to mission work89.3% of expenses · Program services

$102.88spent for every $100 of revenueSpending was higher than revenue this year.

11.01%of revenue went to management and office costs10.7% of expenses

$0.44in assets for every $1 spent this yearSome assets cannot be spent right away.

6.5%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $861,746 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $328,214 for MICHAEL WARD (PRESIDENT/CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$29,960,261

Mission workProgram services$27,524,87991.87% of revenue89.3% of expenses

ManagementOffice and general costs$3,297,12811.01% of revenue10.7% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Total expenses$30,822,007102.88% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 89.3% mission · 10.7% management · 0.0% fundraisingTotal expenses: 102.88% of revenue

2023Expense mix: 89.8% mission · 10.2% management · 0.0% fundraisingTotal expenses: 107.97% of revenue

2022Expense mix: 94.5% mission · 4.6% management · 0.8% fundraisingTotal expenses: 221.24% of revenue

2021Expense mix: 78.8% mission · 18.7% management · 2.4% fundraisingTotal expenses: 48.30% of revenue

2020Expense mix: 81.1% mission · 17.0% management · 1.9% fundraisingTotal expenses: 71.68% of revenue

2019Expense mix: 84.3% mission · 13.9% management · 1.8% fundraisingTotal expenses: 87.23% of revenue

2017Expense mix: 89.3% mission · 9.3% management · 1.4% fundraisingTotal expenses: 96.05% of revenue

2016Expense mix: 89.3% mission · 8.9% management · 1.8% fundraisingTotal expenses: 101.24% of revenue

Money in and money out

Revenue$29,960,261

Expenses$30,822,007

Annual shortfall $861,746 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$27,524,879 · 89.3% of expenses

Management and office costs$3,297,128 · 10.7% of expenses

See all reported dollar amounts

Revenue$29,960,261

Expenses$30,822,007

Assets$13,481,208

Income$30,587,649

Contributions$1,954,993

Mission work (program services)$27,524,879

Grants given$43,193,554

Average grant$21,596,777

Management and general$3,297,128

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

MICHAEL WARDPRESIDENT/CEO · 40 hrs/week $328,214Base $305,410 · Other $22,804

DAVID ANTHONYNURSING HOME ADMINISTRATOR · 40 hrs/week $238,123Base $227,136 · Other $10,987

JESSICA ELDRIDGE-MOOREDIR OF NURSING · 40 hrs/week $234,725Base $226,480 · Other $8,245

BRUCE BLAKECHIEF FINANCIAL OFFICER · 40 hrs/week $217,513Base $206,869 · Other $10,644

HELEN KUENZNERVP OF HUMAN RESOURCES · 40 hrs/week $179,703Base $179,403 · Other $300

AMANDA COLLIERALF ADMINISTRATOR · 40 hrs/week $175,232Base $168,517 · Other $6,715

MOSHA FIELDS-JONESASSISTAND DIR OF NURSING W · 40 hrs/week $132,104Base $127,443 · Other $4,661

PERICLES SIMEONHIGH COMPENSATED EMPLOYEE · 40 hrs/week $124,295

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (25)

MICHAEL WARDPRESIDENT/CEO

DAVID ANTHONYNURSING HOME ADMINISTRATOR

JESSICA ELDRIDGE-MOOREDIR OF NURSING

BRUCE BLAKECHIEF FINANCIAL OFFICER

HELEN KUENZNERVP OF HUMAN RESOURCES

AMANDA COLLIERALF ADMINISTRATOR

MOSHA FIELDS-JONESASSISTAND DIR OF NURSING W

PERICLES SIMEONHIGH COMPENSATED EMPLOYEE

JEFFREY M BIRNBACHDIRECTOR

SCOTT MAYFORTHDIRECTOR

ROBERT ASZTALOSDIRECTOR

LISA LYONS CPAASSISTANT TREASURER

LAWRENCE BOWMAN CICSECRETARY

KYLE HEMBREEDIRECTOR

KYLE BATTIEDIRECTOR

KAREN OLIVER RN BSN FCCWS LNCDIRECTOR

JOYCE JOHNSONDIRECTOR

ALEXA PARKER CLARKDIRECTOR

JEFFREY SCHMIDTVICE CHAIR

JASON HUGHES CFP CPWA CEPADIRECTOR

JANE HUNDERCHAIR

JACK MEREDITHDIRECTOR

DOUGLAS CHERRY ESQDIRECTOR

D RYAN THOMPSONTREASURER

ALLISON IMRE PERKOWSKIDIRECTOR

About this charity

Recognized since: January 2016
Location: 1501 N ORANGE AVE, SARASOTA, FL 34236-2694
County: Sarasota
In care of: % BRUCE BLAKE
Primary officer: MICHAEL WARD, PRESIDENT & CEO

How to reach them

WebsiteVisit the charity’s website Emailastephens@pinesfoundation.org Phone(941) 365-0250

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: WALTERS & ASSOCIATES CPAS
NTEE classification: Human Service Organizations (P20)
IRS tax category: Human Service Organizations
Grant-giving organization: Yes