Pines of Sarasota Foundation Inc
1501 N Orange Ave.
Sarasota FL 34236-2631
Pines of Sarasota Foundation offers donors a venue through which they can financially support the capital, programmatic and endowment needs of Pines of Sarasota, a not-for-profit senior care community.
CEO/Executive Director Ms. Estelle Crawford
Board Chair Mr. Jim Rutledge
Board Chair Affiliation Retired
General Info
Organization DBA
Pines of Sarasota Foundation Inc.
Supported Organization Pines of Sarasota Inc.
Former Names
Sarasota Welfare Home
Tax Exempt Status Public Charity Type III Supporting Organization-functionally integrated
Incorporation Year 1990
Awarded competitive grant from Community Foundation in the last 5 years? Yes
State Charitable Solicitations Permit Yes Oct 2015
State Registration Yes 0
IRS Letter of Determination
Financial Summary
Projected Revenue $1,280,000.00
Projected Expenses $549,000.00
Other Documents
Impact Statement

Accomplishments of the Past Year: 

Through the generosity of our donors, accomplishments of the Foundation over the past year include:    

1.  Underwriting essential infrastructure items required for the care, safety and comfort of our residents. Examples include new roofs (the roofs of 12 buildings have been replaced) as well as numerous projects related to hurricane hardening.
2. Underwriting the planning phase of a Master Plan for the Pines of Sarasota campus. This massive undertaking will result in a development plan for the campus that will span the next 20 years.

3. Securing funds for campus expansion to serve the needs of our aging population. 

4. Underwriting a pilot program that educates and trains all Pines of Sarasota staff about caring for Alzheimer's/dementia residents.

5. Launching a new Grateful Patient and Family initiative. This initiative enables both short and long term rehabilitation patients and residents' families to make a donation that recognizes and honors a caregiver or department for providing exceptional services.

Goals for the Current Year Include:

  1. Underwrite the losses incurred in caring for our Medicaid residents. Pines cares for the largest number of residents in all of southwest Florida who have outlived their financial resources.
  2. Support a Falls Prevention Program, a new initiative developed to preempt the disastrous effects incurred when seniors experience a fall.
  3. Support the additional infrastructure needs essential on our 65+ year old campus.  
Needs Statement

1. Underwriting the cost of our 140 residents who have, through no fault of their own, outlived financial resources. The cost to underwrite skilled nursing care, meals, housing and activities for residents on Medicaid is $8,571 annually for each resident.

2. Pines Beauty Salon: $100,000 Challenge Grant
Our beauty salon must be replaced to accommodate our assisted living and skilled nursing resident populations. An anonymous donor has pledged $100,000, to match $100,000 raised from those who can appreciate the joy and self esteem experienced by our residents when they are pampered and offered attention at our planned beauty salon.
3. Care, Comfort and Safety of our Residents:  $800,000-$900,000
From cleaning machines that maintain a spotless environment for our residents, to repairs and replacement of laundry equipment, to a new fire alarm system for which a design has just been approved by the Agency for Healthcare Administration (ACHA), the capital needs essential to maintaining our campus are estimated to cost $800,000-$900,000 in the next 12 months. Helping to underwrite any one of the many items on our priority list, although not glamorous, is essential in providing a home to our residents. 
4. Fire Alarm Replacement. $70,000 is what remains to underwrite the cost of a new fire alarm system. We have raised $40,000 for the design and phase one of development.
Background Statement

Pines of Sarasota is a not-for-profit community dedicated to providing excellent, compassionate healthcare for seniors even after residents outlive their financial resources.

The mission of Pines of Sarasota Foundation is to support the capital, programmatic and endowment needs of Pines of Sarasota, a senior care community that originated 67 years ago when members of the Kiwanis Club donated  a 17 acre parcel for the purpose of establishing a home for seniors in need of residential and health services.

Since its humble beginnings in 1948, Pines of Sarasota has grown from two buildings to a 25-acre campus with 15 buildings, a capacity for 276 residents, and over 400 employees. Pines of Sarasota continues to operate according to its original purpose and is governed by a board of directors that serves without compensation.

Areas Served
Areas Served
FL- Sarasota
FL- Manatee
Service Categories
Primary Org Type Health Care
Secondary Org Type
Tertiary Org Type
Pines, Pines Foundation, Pines of Sarasota Foundation, Pines of Sarasota, Alzhiemers, dementia care
Statement from the Board Chair/Board President
Sarasota has many great institutions that are all deserving of support. But, in my mind, Pines is a higher priority.
I have had personal experience, seeing firsthand, the quality care offered to our residents.  Fiscally responsible for one of our clients, I visited the Garden frequently, the area specializing in Alzheimer's/dementia care.  The attention my client and all the residents received was noteworthy. Respect and affection were evident in a myriad of ways....from the customized activities designed to provide the most effective outcome to the evident care offered by staff members on every shift.  Residents often times demonstrated marked improvement from their original condition that is meaningful. 
Statement from the CEO/Executive Director
Pines of Sarasota provides quality compassionate care, even after our residents have outlived their financial resources. 
Ninety-eight percent of Pines residents are from Sarasota County. Sixty eight percent of skilled nursing residents are funded through Medicaid while ninety three percent of Garden (Alzheimer's/Dementia) residents, are funded through Medicaid. This designation identifies people who have fallen below federal poverty guidelines. The caliber of the care is such that many who can choose any nursing facilities, have choosen Pines

Quality, compassionate care is evident wherever one turns. It is seen at our monthly memorial services where caretakers share with family members those special moments that underscore the close-knit relationship between staff and residents. Heartfelt gratitude is voiced from loved ones, who have seen for themselves the personal care given by our staff.

A unique distinction at Pines of Sarasota is our two childcare centers on campus, which not only provide preschool care for the children of Pines staff,  but also for the greater Sarasota Community. At-risk pre-schoolers attend our program as a result of a collaborative effort with the Sarasota County School Board. This program provides physical, occupational and speech therapies where needed.  The children then have the opportunity to begin kindergarten on an even footing with their classmates.

Intergenerational activities benefit both our seniors, who retain their delight for children regardless of diminishing capacity, as well as our children, many of whom do not have grandparents close by. As one of our mothers stated, "Bobby has so many new grandmas!"
Pines has distinguished itself in so many ways. Pines has:
  1. The largest number of medicaid residents in southwest Florida.
  2. Exceptional quality of care.
  3. An intergenerational environment.
  4. Cutting edge practices in dementia related services.
  5. A commitment to provide quality, compassionate care, even after residents outlive their financial resources.When seniors enter Pines as residents, they are not asked to leave because they have spent down all of their money.
  6. National leadership role in training professionals and family members through a series of DVDs which have now sold in all 50 states and 29 other countries.
  7. Staff longevity unusual in this industry.

Estelle Crawford, C.F.R.E.

President - Pines of Sarasota Foundation

Cell: 941-685-0299

Skilled Nursing and Alzheimers/Dementia Care
Budget $19,206,627
Category Health Care, General/Other Nursing Home Care
Program Linked to Organizational Strategy Yes
Population Served Aging, Elderly, Senior Citizens
Short Term Success

In addition to caring for the largest number of area Medicaid patients, many community leaders have entrusted the care of their loved ones to our staff at Pines due to the excellent quality of care.

Our skilled nursing facility boasts a census of 95% or higher year round. 

Long Term Success

Pines of Sarasota, a nonprofit community dedicated to providing excellent, compassionate healthcare, as well as support and education services for seniors and their families in order to enhance quality of life, regardless of financial ability, was established in 1948 by the Kiwanis Club of Sarasota. Since that time, Pines has cared for more than 20,000 seniors. The largest number of clients who receive the most intensive services, such as skilled nursing, are elderly and have severe health challenges that require residential, 24 hour per day services.

Approximately 68% of our residents are totally dependent on Medicaid.  Many have spent down their life savings at other residential facilities and were “discharged” to Pines when they no longer were able to pay a rate higher than the Medicaid reimbursement level.

Pines not only provides services, but it provides a home, in the context of an all-encompassing community, that is welcoming and of exceptional quality.


Program Success Monitoring

A host of state and federal regulatory agencies including the Agency for Healthcare Administration (AHCA) provide oversight of Florida skilled nursing facilities.Those agencies have consistently given Pines a 4 star rating. AHCA has given Pines of Sarasota a flawless annual review in hundreds of categories.

Program Success Examples

Each month, Pines conducts memorial services for those who have recently passed. Staff provide anecdotes highlighting the hobbies, activities and comments of those with whom the resident had formed bonds. Testimony from friends and loved ones of residents recently departed speak to the gratitude they have to our staff for providing a meaningful life.  In addition, a plethora of letters of gratitude arrive weekly, thanking our staff  for the difference our care has made in the lives of their loved ones.

Assisted Living Facility
Budget $1,355,186
Category Health Care, General/Other
Program Linked to Organizational Strategy Yes
Population Served Aging, Elderly, Senior Citizens
Short Term Success Pines Assisted Living Facility has received the Herald Tribune Readers Choice Award for Best Assisted Living Facility in Sarasota or has been a finalist every year for the last 3 years.
Long Term Success

Part of Pines mission is addressed in the operation of our Assisted Living Facility. This program provides a home for over 90 residents on an annual basis. The commitment that Pines makes to those residents is that they will not be made homeless or told that they must find another place to live when they run out of money.  There are no government subsidies for residents of assisted living facilities.

Program Success Monitoring

ACHA also monitors our assisted living facility.

The success of our assisted living care is facilitated by the close relationship between residents, staff, family and attending physicians. AHCA has given Pines of Sarasota a flawless annual review in hundreds of categories.

Program Success Examples

The satisfaction and support of residents and their families speak to the quality of care and social community provided to ensure a purposeful life.  Pines ALF building is older and lacks the fancier accoutrements of others in this county, yet we continue to attract the loved ones of community leaders, including Sarasota physicians.


Child Care and Learning Center
Budget $345,603
Category Education, General/Other Early Childhood Education
Program Linked to Organizational Strategy Yes
Population Served Infants to Preschool (under age 5)
Short Term Success

Pines is a provider of Florida's Voluntary Pre-Kindergarten Program and  participates in Sarasota County's "Look for the Stars" Quality Improvement System.

This system provides information that helps parents choose the highest quality of care and education for their children.

Long Term Success

Pines' Child Care and Learning Center is located on the campus of Pines of Sarasota. The Center provides early care and education services to 50-60 children annually.The Learning Center is operated by Constance Snyder, an experienced Director, with a degree in Early Childhood Education. The professional staff at the Learning Center hold degrees and/or credentials in Early Childhood Education and are trained to give special attention to each child's individual needs.

The center is licensed for children ages six weeks through Pre-Kindergarten. The pleasant learning center environment offers children innovative, developmentally appropriate activities that promote physical, social, emotional, and intellectual growth.

Forty percent of the children qualify for subsidies, which identifies them as being from a low income family. Thirty one percent of the children are African American and 18% of the children are Hispanic. One third of the children have a parent or grandparent who work on our campus. The remaining children are from the local community.

Program Success Monitoring
The Child Care and Learning Center is monitored by Sarasota County Department of Health and The Early Learning Coalition of Sarasota County.
Program Success Examples
Activities that bring our children and seniors together provide the children with an important cultural experience of being in a true community rather than being relegated to an age segregated environment.  Syracuse University has been the pioneer organization in research regarding the benefits of intergenerational programs, with a particular emphasis on preschool age children and seniors. The research clearly indicates that the benefits for the children involve the development of social/emotional skills, such as dealing with frustration and anger, better problem solving skills, as well as the ability to engage in cooperative activities and follow directions. The benefits for our seniors are related to better health outcomes such as lower blood pressure, lower incidence of depression and quicker recovery time from illnesses.
Education Institute
Budget $132,206
Category Education, General/Other Educational Programs
Program Linked to Organizational Strategy Yes
Population Served Adults Aging, Elderly, Senior Citizens People/Families of People with Health Conditions
Short Term Success

Pines Education institute has developed media training tools for caregivers of individuals with dementia. These tools have been acclaimed as the most helpful DVDs available because they provide viewers with an understanding about the progression of Alzheimer's disease and other forms of dementia. 

Organizations and individuals in all 50 states and 29 other countries have purchased Pines' DVDs and shared this material.

Many organizations, from Fire Departments who have emergency medical technicians, to Councils on Aging and area Alzheimer's organizations are now using the Pines DVD titled, “It’s All in Your Approach” for training purposes.

Long Term Success

Pines is piloting a training program for professional caregivers as Dementia Specialist Level I-Level IV. This specialized program improves the knowledge and skills of caregivers, which improves the quality of care for those with dementia. 

Program Success Monitoring
The Education Institute is monitored by Duke University trained educator Teepa Snow.
Program Success Examples
11,000 DVD's are sold annually for Dementia Caregiving Training, which is evidence of the need for education and training related to Dementia care.
Program Comments by Organization

Pines of Sarasota Foundation supports Pines of Sarasota's programs, which meet the highest standards. As a result, some of the highest profile community leaders are choosing Pines of Sarasota for themselves and their loved ones. Quality of care and the compassion with which that care is delivered are cited most often by those who experience Pines’ programs.  Pines is justifiably proud of its superior ratings and consistent accreditation. 

Continuing cuts in Medicaid reimbursements and changes to the Medicare system threaten program quality. Many nursing homes are finding it difficult to operate in this changing environment. Long-term care in the years ahead will be very different from today. Fortunately for our community, Pines of Sarasota has anticipated these changes and has created a new revenue generating stream consisting of short term and out patient rehabilitation care. With a low turnover of caregivers, essential to the continuity of care and with continued community support, I am confident that Pines' best years are yet to come. 



Program Comments by Foundation
CEO/Executive Director
CEO/Executive Director Ms. Estelle Crawford
CEO Term Start May 2006
CEO/Executive Director Email
Prior to accepting the position of President of Pines of Sarasota Foundation, Estelle Crawford, CFRE, professional history includes:
10 years as President, Rockland Business Association (Chamber of Commerce) 
Director of Training & Development: Key Bank
V.P of Marketing/Development: Nyack Hospital
Development Director/ Holocaust Education Center, Florida Holocaust Museum
Former CEOs/Executive Directors
Senior Staff
Ms. Sheila Belknap Senior Development Officer
Staff & Volunteer Statistics
Full Time Staff 3
Part Time Staff 0
Staff Retention Rate % 66
Professional Development Yes
Contractors 3
Volunteers 200
Management Reports to Board Yes
CEO/Executive Director Formal Evaluation Yes
Senior Management Formal Evaluation Yes
Non-Management Formal Evaluation Yes
Pines and Pines of Sarasota Foundation have collaborative relationships with: Circus Sarasota, USF Sarasota/Manatee, JFCS, SCOPE, AFP, Positive Approach, Senior Friendship Center, Roskamp Institute and Neuro Challenge.
AFP (Association of Fundraising Professionals)
External Assessments and Accreditations
Awards & Recognition
Bronze Quality AwardAmerican Health Care Association and the National Center for Assisted Living2014
Risk Management Provisions
Government Licenses
Organization Licensed by the Government No
Fundraising Plan No
Communication Plan No
Strategic Plan No
Strategic Plan Years
Strategic Plan Adopted 0
Management Succession Plan No
Continuity of Operations Plan Yes
Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy No
Policies and Procedures No
Management Comments by Organization

Senior management at Pines and Pines Foundation are working closely in a year of transition. As of summer 2015, long time President and CEO, John Overton, is retiring and David Sylvester, incoming President and CEO, will soon be taking the helm.  At the same time, a Director of Strategic Marketing has been hired to roll out an impactful marketing plan for Pines. This change in senior level management also provides an opportunity to review, with "new eyes",  the challenges of serving our aging population while medical reimbursements continue to decrease.  

The Foundation is working closely with Pines' senior management to explore and project the current and future needs of our existing campus as well as development of our newest parcel of land. Participating in such planning will result in identifying a strategic plan for Pines and a subsequent development plan by which to fund those needs.
Management Comments by Foundation
Board Chair
Board Chair Mr. Jim Rutledge
Company Affiliation Retired
Board Term Jan 2015 to Dec 2015
Board Chair Email
Board Members
Board Members
Mr. L. Thomas Baker Synovus Bank
Mrs. Kimberly Bald, PA Harllee & Bald, PA
Mr. Stewart Bitterman community volunteer
Ms. Shirley Fieber Kerkering, Barberio & Co.
Ms. Sue Jacobson Community Volunteer
Mr. Jim Ley Community Volunteer
Mr. Art Mahoney Marketing Consultant
Mr. Matt Mayper Fergeson, Skipper, et al
Mr. Sean McHale SunTrust Bank, Private Wealth Management
Mr. Eddie Morton CEO, Morton's Market
Mr. Ron Royal Community Volunteer
Mr. Jim Rutledge Retired
Mr. Mark Schlanger Better World Foundation
Ms. Marilyn Shuman Community Volunteer
Student serving on the board through Community Youth Development? No
Constituency Includes Client Representation Yes
Board Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 14
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Gender
Male 10
Female 4
Unspecified 0
Board Term Lengths 3
Board Term Limits 2
Board Orientation Yes
Number of Full Board Meetings Annually 10
Board Meeting Attendance % 78
Board Self-Evaluation Yes
Written Board Selection Criteria No
Board Conflict of Interest Policy Yes
% of Board Making Monetary Contributions 100
% of Board Making In-Kind Contributions 29
Standing Committees
Board Governance
Governance Comments by Organization

Pines of Sarasota Foundation has an active and dedicated board of trustees who believe in the value Pines of Sarasota brings to our community. Governance challenges include identifying and maintaining clear expectations for board prospects and ensuring that board roles and responsibilities are defined and enacted by all trustees.

Governance Comments by Foundation
Fiscal Year Projections
Fiscal Year Begins 2014
Fiscal Year Ends 2015
Projected Revenue $1,280,000.00
Projected Expenses $549,000.00
Endowment Value $700,000.00
Endowment Spending Policy Income Only
Endowment Spending Policy %
Capital Campaign
In a Capital Campaign No
Campaign Purpose
Campaign Goal
Campaign Dates 0 to 0
Amount Raised To Date 0 as of 0
Anticipate Campaign within 5 years? Yes
Audit/Financial Documents
2012 Audit2011
Historical Financial Review
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201420132012
Foundation and
Corporation Contributions
Government Contributions$0$0$0
Individual Contributions$1,839,416$502,997$747,760
Investment Income, Net of Losses$341,633$279,951$157,779
Membership Dues$0$0$0
Special Events$251,578$119,327$312,806
Revenue In-Kind$8,934$16,524$0
Expense Allocation
Fiscal Year201420132012
Program Expense$669,663$642,905$1,597,328
Administration Expense$352,530$339,900$241,688
Fundraising Expense$155,214$199,302$408,033
Payments to Affiliates$0$0$0
Total Revenue/Total Expenses2.071.050.73
Program Expense/Total Expenses57%54%71%
Fundraising Expense/Contributed Revenue7%21%28%
Assets and Liabilities
Fiscal Year201420132012
Total Assets$8,291,255$7,250,522$6,856,717
Current Assets$8,264,015$7,216,122$6,852,517
Long-Term Liabilities$0$0$0
Current Liabilities$87,224$84,259$22,816
Total Net Assets$8,204,031$7,166,263$6,833,901
Top Funding Sources
Fiscal Year201420132012
Top Funding Source & Dollar AmountContributions, gifts, grants $1,839,416Contributions, gifts, grants $836,250Contributions, gifts, grants $1,158,346
Second Highest Funding Source & Dollar AmountInvestment Income $341,633Investment Income $279,951Fundraising $312,806
Third Highest Funding Source & Dollar AmountFundraising $251,578Fundraising $119,327Investment income $157,779
CEO/Executive Director Compensation $100,001 - $125,000
Co-CEO/Executive Director Compensation
Tax Credits No
Short Term Solvency
Fiscal Year201420132012
Current Ratio: Current Assets/Current Liabilities94.7485.64300.34
Long Term Solvency
Fiscal Year201420132012
Long-Term Liabilities/Total Assets0%0%0%
Financials Comments
Financial Comments by Organization As Pines seeks to iden
Financial Comments by Foundation
Financial figures taken from 990.  990 and audit are reconciled.
Foundation, corporations and congregations are included with individual contributions as they were not separated in the 990 or audit.
The in-kind contribution revenue includes non-cash contributions and donated services and use of facilities as reported on the IRS Form 990.  Donated services and facilities are not included in total revenue on the IRS Form 990.
Nonprofit Pines of Sarasota Foundation Inc
Address 1501 N Orange Ave.
Sarasota, FL 342362631
Phone 941 955-6293