Nonprofit · EIN 59-1166437
CHRISTIAN & MISSIONARY ALLIANCE FOUNDATION INC
Also known as SHELL POINT VILLAGE
Tax-exempt · FORT MYERS, FL 33908
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $159,693,326 | $166,183,327 | -$6,490,001 | $1,017,607,191 | $900,285,922 | $117,321,269 |
| June 30, 2024 | 990 | $135,190,021 | $150,593,483 | -$15,403,462 | $749,647,747 | $634,649,730 | $114,998,017 |
| June 30, 2023 | 990 | $101,931,346 | $141,201,024 | -$39,269,678 | $765,515,804 | $643,184,790 | $122,331,014 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $8,988,055
- Program service revenue
- $140,171,226
- Investment income
- -$2,171,607
- Net rental income
- $135,481
- Net gain from sales of assets
- -$13,066,564
- Net income from sales of inventory
- $450,963
- Tax-exempt bond proceeds
- $10,769,606
- Other revenue
- $12,705,652
Expenses
- Grants and similar amounts paid
- $305,953
- Compensation of officers, directors and key employees
- $3,565,792
- Other salaries and wages
- $50,246,095
- Salaries, compensation and benefits (total)
- $66,158,042
- Professional fundraising fees
- $0
- Legal fees
- $1,042,201
- Accounting fees
- $185,239
- Occupancy
- $5,844,985
- Depreciation
- $40,483,901
- Program services (functional)
- $148,070,777
- Management and general (functional)
- $18,112,550
Balance sheet and other
- Total assets, start of year
- $749,647,747
- Total assets, end of year
- $1,017,607,191
- Total liabilities, end of year
- $900,285,922
- Net assets, end of year
- $117,321,269
- Land, buildings and equipment
- $623,347,837
- Publicly traded securities
- $321,256,155
- Net assets without donor restrictions
- $108,704,225
- Net assets with donor restrictions
- $8,617,044
- Gross unrelated business income
- $1,612,056
- Gross receipts
- $210,016,696
- Employees
- 1,470
- Volunteers
- 1,038
- Year formed
- 1967
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MARTIN C SCHAPPELL | PRESIDENT/ASSISTANT SECRETARY Officer | 40 | $903,977 | $0 | $44,411 |
| BURKE RAINEY | VP of Finance/CFO/Asst Treas Officer | 40 | $587,784 | $0 | $63,832 |
| ADAM A HINDS | VP OF OPERATIONS Key employee | 40 | $503,461 | $0 | $44,411 |
| SARAH L OWEN | VP of Business Development Key employee | 40 | $428,893 | $0 | $36,754 |
| KAREN M ANDERSON | VP OF HUMAN RESOURCES Key employee | 40 | $356,612 | $0 | $48,332 |
| DR GARY A GOFORTH | MEDICAL DIRECTOR Highest-paid employee | 40 | $327,685 | $0 | $43,079 |
| JASON P SMITH | VICE PRESIDENT OF AMENITIES Key employee | 40 | $315,162 | $0 | $27,558 |
| BRIAN A HINDS | CIO Highest-paid employee | 40 | $262,493 | $0 | $39,150 |
| Ken Baldes | DIRECTOR, EX OFFICIO Trustee or director | 1 | $0 | $207,981 | $27,192 |
| JUSTIN SCHIFF | DIRECTOR, PROJECT DEVELOPMENT Highest-paid employee | 40 | $204,539 | $0 | $29,810 |
| AMY OBJARTEL | Director of Marketing & Communications Highest-paid employee | 0 | $194,059 | $0 | $35,297 |
| BRIAN C PULVER | Retirement Counselor Highest-paid employee | 40 | $205,089 | $0 | $16,715 |
| BRIAN SYKES | Vice President of Healthcare Key employee | 40 | $193,058 | $0 | $11,547 |
| REV TOM FLANDERS | DIRECTOR, EX OFFICIO Trustee or director | 40 | $0 | $83,534 | $14,191 |
| DONNA J DUSS | VICE CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 | $0 |
13 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN W DAVIDSON | TREASURER Trustee or director, Officer | 1 | $0 |
| REV CHARLES B DEWITT | SECRETARY Trustee or director, Officer | 1 | $0 |
| REV MARK T O'FARRELL DD | CHAIRPERSON Trustee or director, Officer | 1 | $0 |
| ARCHIE L WHITE SR | DIRECTOR Trustee or director | 1 | $0 |
| CHANLEY CHRISTMAN | DIRECTOR Trustee or director | 1 | $0 |
| DR JAMES D GLENN | DIRECTOR Trustee or director | 1 | $0 |
| DR MICHAEL SCALES | DIRECTOR Trustee or director | 1 | $0 |
| DR PAUL T CASS | DIRECTOR Trustee or director | 1 | $0 |
| JAY HIBBARD | DIRECTOR Trustee or director | 1 | $0 |
| JEREMY DYS | Director Trustee or director | 1 | $0 |
| JON BURZDY DO | Director Trustee or director | 1 | $0 |
| NANCY COOK | DIRECTOR Trustee or director | 1 | $0 |
| WANDA ANDERSON | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 27 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MARTIN SCHAPPELL | PRESIDENT/ASSISTANT SECRETARY Officer | 40 | $790,108 | $0 | $52,082 |
| BURKE RAINEY | VP OF FINANCE/CFO/ASST TREAS Officer | 40 | $464,464 | $0 | $72,749 |
| ADAM HINDS | VP OF OPERATIONS Key employee | 40 | $449,837 | $0 | $54,374 |
| KAREN M ANDERSON | VP OF HUMAN RESOURCES Key employee | 40 | $341,631 | $0 | $52,657 |
| CHRISTY SKINNER | VP OF HEALTHCARE Key employee | 40 | $345,162 | $0 | $42,909 |
| DR GARY GOFORTH | MEDICAL DIRECTOR Highest-paid employee | 40 | $320,242 | $0 | $47,444 |
| JASON SMITH | VICE PRESIDENT OF AMENITIES Key employee | 40 | $280,286 | $0 | $30,642 |
| BRIAN HINDS | CIO Highest-paid employee | 40 | $253,172 | $0 | $42,780 |
| Justin Schiff | Director, Project Development Highest-paid employee | 40 | $246,038 | $0 | $46,106 |
| JANET COAY | DIRECTOR OF SALES Highest-paid employee | 40 | $275,956 | $0 | $7,523 |
| KATHY THOMPSON | PHYSICIAN Highest-paid employee | 40 | $227,660 | $0 | $54,058 |
| KEN BALDES | DIRECTOR, EX OFFICIO Trustee or director | 1 | $0 | $170,369 | $24,654 |
| REV TOM FLANDERS | DIRECTOR, EX OFFICIO Trustee or director | 40 | $0 | $57,377 | $10,714 |
| DONNA J DUSS | VICE CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOHN W DAVIDSON | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| REV CHARLES B DEWITT | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| REV MARK T O'FARRELL DD | CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ARCHIE L WHITE SR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CHANLEY CHRISTMAN | Director Trustee or director | 1 | $0 | $0 | $0 |
| DR JAMES D GLENN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DR MICHAEL SCALES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DR PAUL T CASS | Director Trustee or director | 1 | $0 | $0 | $0 |
| JAY HIBBARD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JEREMY DYS | Director Trustee or director | 1 | $0 | $0 | $0 |
| JON BURZDY DO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| NANCY COOK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| WANDA ANDERSON | Director Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 27 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MARTIN SCHAPPELL | PRESIDENT/ASSISTANT SECRETARY Officer | 40 | $835,113 | $0 | $25,724 |
| ADAM HINDS | VP OF OPERATIONS Key employee | 40 | $442,114 | $0 | $26,357 |
| BURKE RAINEY | VP OF FINANCE/CFO/ASST TREAS Officer | 40 | $421,225 | $0 | $30,036 |
| KAREN M ANDERSON | VP OF HUMAN RESOURCES Key employee | 40 | $349,382 | $0 | $30,732 |
| CHRISTY SKINNER | VP OF HEALTHCARE Key employee | 40 | $336,481 | $0 | $25,888 |
| DR GARY GOFORTH | MEDICAL DIRECTOR Highest-paid employee | 40 | $329,632 | $0 | $23,651 |
| BRIAN HINDS | CIO Highest-paid employee | 40 | $264,529 | $0 | $27,883 |
| KATHY THOMPSON | PHYSICIAN Highest-paid employee | 40 | $242,943 | $0 | $26,894 |
| JANET COAY | DIRECTOR OF SALES Highest-paid employee | 40 | $251,837 | $0 | $10,407 |
| JASON SMITH | SR. DIRECTOR OF AMENITIES Highest-paid employee | 40 | $238,565 | $0 | $23,378 |
| KEN BALDES | EX OFFICIO Trustee or director | 1 | $0 | $142,423 | $22,742 |
| REV TOM FLANDERS | DIRECTOR Trustee or director | 1 | $0 | $58,648 | $8,123 |
| WANDA ANDERSON EXQ | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JON BURZDY DO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DR PAUL T CASS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CHANLEY CRISTMAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| NANCY COOK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JOHN DAVIDSON | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| REV CHARLES B DEWITT | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DONNA DUSS | VICE CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JEREMY DYS ESQ | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DR JAMES D GLENN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JAY HIBBARD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| REV MARK T O'FARRELL DD | CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ETHAN PERMENTER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DR MICHAEL SCALES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ARCHIE L WHITE ST | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 15000 SHELL POINT BLVD STE 100, FORT MYERS, FL 33908-1657
- In care of
- % BURKE RAINEY
- Principal officer (990 for 2024)
- BURKE RAINEY, 15000 Shell Point Blvd STE 100, Fort Myers, FL 339081637
- Signed the 990
- Burke Rainey, VP of Finance/CFO
- Phone
- (239) 466-1111
- Website
- WWW.SHELLPOINT.ORG
- Return prepared by
- Forvis Mazars LLP
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.
Program accomplishments
- 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.Expenses $75,902,687 · revenue $38,302,386
- 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 $52,823,618 · grants $305,953 · revenue $98,317,698
- 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 $12,931,252 · revenue $1,018,158
- OTHER SERVICE DESCRIPTION: RESIDENT SERVICESExpenses $6,413,220 · revenue $2,532,984
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 59-1166437
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1967
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P750)
- Assets (IRS master file)
- $1,017,607,191
- Income (IRS master file)
- $210,016,696
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $159,693,326 | $166,183,327 | $1,017,607,191 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $135,190,021 | $150,593,483 | $749,647,747 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $101,931,346 | $141,201,024 | $765,515,804 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $123,496,212 | $128,979,264 | $769,977,524 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 59-1166437).
Questions about CHRISTIAN & MISSIONARY ALLIANCE FOUNDATION INC
- What is the EIN of CHRISTIAN & MISSIONARY ALLIANCE FOUNDATION INC?
- The employer identification number (EIN) of CHRISTIAN & MISSIONARY ALLIANCE FOUNDATION INC is 59-1166437.
- Is CHRISTIAN & MISSIONARY ALLIANCE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1967.
- Are donations to CHRISTIAN & MISSIONARY ALLIANCE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does CHRISTIAN & MISSIONARY ALLIANCE FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CHRISTIAN & MISSIONARY ALLIANCE FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHRISTIAN & MISSIONARY ALLIANCE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CHRISTIAN & MISSIONARY ALLIANCE FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names BURKE RAINEY.
- Who are the officers and directors of CHRISTIAN & MISSIONARY ALLIANCE FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 28 people; 12 received compensation from the organization, the highest $903,977 (MARTIN C SCHAPPELL, PRESIDENT/ASSISTANT SECRETARY).
- How much revenue does CHRISTIAN & MISSIONARY ALLIANCE FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $159,693,326, expenses of $166,183,327 and total assets of $1,017,607,191 at year end.
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