Pines of Sarasota Foundation Inc
1501 N Orange Ave.
Sarasota FL 34236
Mardi Gras at Pines!
Mission
The mission of Pines of Sarasota Foundation is to generate the financial support for the capital, programmatic and endowment needs of Pines of Sarasota, a nonprofit senior care campus.
 
Pines of Sarasota was founded by the Kiwanis Club of Sarasota in order to care for seniors who needed healthcare in a residential setting, but lacked financial resources. Pines has grown into an organization that provides a range of direct services for nearly 3,000 elderly and disabled seniors, preschool children and adults. 
 
Our services include long term skilled nursing care, assisted living, Alzheimer's/Dementia care, rehabilitation therapy, early childhood education, education for healthcare workers and family members and transportation services.  More than 68% of those in skilled nursing care are paid for by Medicaid.
Leadership
CEO/Executive Director Estelle Crawford
Board Chair Mr. Sean McHale
Board Chair Company Affiliation SunTrust Bank
History and Background
Former Names
Sarasota Welfare Home
Organization DBA
DBA
Pines of Sarasota Foundation Inc.
Tax Exempt Status Public Charity Type III Supporting Organization-functionally integrated
Supported Organization Pines of Sarasota Inc.
Awarded a competitive grant from Community Foundation in the last 5 years? Yes
Incorporation Year 1990
Financial Summary
 
 
Projected Revenue $2,200,000.00
Projected Expenses $541,000.00
Additional Documents
State Info
State Charitable Solicitations Permit Yes Oct 2014
State Registration Yes Oct 2014
Statements
Impact

Accomplishments of the Past Year Include: 

1.      Raised over $2,000,000 to support the capital , marketing and programmatic needs of our senior care campus including the beautification of our campus, creation of a Welcome Center, hiring a senior level marketing professional to create and implement a community wide marketing plan.  This will include physician engagement and outreach to seniors and their respective families.

2.      Generated our largest matching grant for our annual Wit and Wisdom luncheon in the amount of $65,000 which served to motivate additional community support and resulted in the largest revenue generated since inception.

3.     Successfully launched a new annual giving initiative, beginning with $1,000 unrestricted donations, called the Giving Tree Society, bringing in over 40 new unrestricted donations.

4. Launched a new grateful patient initiative called the Honor Your Caregiver program. This initiative enables both short and long term rehabilitation patients to recognize a caregiver or department for their exceptional services as well as facilitate their ability to make a donation.

 Goals for the Current Year Include:

  1. Creation and Implementation of a comprehensive marketing and communication plan 
  2. Broaden and increase our annual base of support.
  3. Add  key committee members who are current or retired successful entrepreneurs, business leaders and philanthropists. 
  4. Identify new strategies to increase number of legacy members. 
Background

Pines of Sarasota is a nonprofit community dedicated to providing excellent, compassionate healthcare 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.
 
Pines, a 66 year old multi-service organization that originated when members of the Kiwanis Club donated  a 17 acre parcel to Pines...then known as the Sarasota Welfare Home) for the purpose of establishing a home for seniors in need of residential and health services. This was before Medicare and Medicaid was established. 

 The Kiwanis Club elected to turn over the entire property to a newly formed nonprofit corporation, Sarasota Welfare Home, Inc., sponsored by representative citizens of the community. Sarasota Welfare Home, Inc., opened its doors on November 16, 1948.

 In 1988, the home's name was changed to Pines of Sarasota, Inc. 

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

Needs

1.  Art Expressions...$6,500 annually. 

Taught weekly, by a professional artist.  As we age, and have difficulties finding words, what may begin as dots, shapes or scribbles can evolve into retrieving a lost memory or a fond remembrance. 

2. Two Vital Sign Monitors; one for each of our Rehabilitation centers...$2,800. This will enable us to obtain vitals before, during or after treatment, especially when we serve carotid-pulmonary patients for either in or out patient treatments.

3. Floor Scrubber/Stripper: $6,500.  Visiting our residents, one of the first things we notice is the cleanliness. Pines serves over 550 seniors and whether it's a short term stay or their new home, having a spotless environment for our residents remains a necessity.  This 20" Tomcat will save hours of staff time by eliminating manual stripping and scrubbing.

4. Replacement of 100 lb. Commercial Washer and Extractor...$21,500
 Pines provides laundry services for our assisted living, skilled nursing and short term rehabilitation residents.  Replacement of the largest washer, now 10+ years old, is a priority for it is unreliable and in constant need of repair.
 
5. Fire Alarm Replacement...$70,000 is what remains to underwrite the cost of a new fire alarm system.  We have raised the first $40,000 for the design and phase one of development.



Statement from the CEO/Executive Director
Pines 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 palatable wherever one turns. Its seen at our monthly memorial services where caretakers on every level, share with attending families those special moments that underscore the closeknit relationship between staff and our 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 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.

 The resulting 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 NEVER 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 30 states and 5 countries.
  7. Staff longevity unusual in this industry.

 

 

Estelle Crawford, C.F.R.E.

President - Pines of Sarasota Foundation

1501 N. Orange Ave.

Sarasota, FL 34236

Phone: 941-955-6293

Cell: 941-685-0299

 

 

      www.pinesofsarasota.org

 

 

 

 

 

 

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. 
Areas Served
Areas Served
Area
FL- Sarasota
FL- Manatee
Service Categories
Primary Org Type Health Care
Programs
Description
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, 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 which 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.

 

How Program is Monitored

A host of state and federal regulatory agencies including ACHA, (Agency for Healthcare Administration) provide oversight to Florida skilled nursing facilities that have resulted in  Pines maintaining a 4 star rating.  AHCA has given Pines of Sarasota a flawless annual review in hundreds of categories after a recent week long unannounced inspection.

Examples of Program Success

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.

Description
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 received the Herald Tribune Readers Choice Award for Best Assisted Living Facility in Sarasota or 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.

How Program is Monitored

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 have given Pines of Sarasota a flawless annual review in hundreds of categories after a week long unannounced inspection.

Examples of Program Success

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.

 

Description
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 more than 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 is trained to give special attention to each child's individual needs.

The center is licensed for up to 80 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.

How Program is Monitored
The Child Care and Learning Center is monitored by Sarasota County Department of Health and The Early Learning Coalition of Sarasota County.
Examples of Program Success
Intergenerational activities provide 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 seniors are  related to better health outcomes such as lower blood pressure, lower incidence of depression and quicker recovery time from illnesses.
Description
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, which 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. 

 Pines DVD’s are used by organizations and individuals all over the United States and 17 other countries who have purchased 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. 

How Program is Monitored
The Education Institute is monitored by Duke University trained educator Teepa Snow.
Examples of Program Success
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.
Comments
Program Comments by Organization

Pines 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. 

 

 

CEO/Executive Director
Executive Director Estelle Crawford
CEO Term Start May 2006
Email ecrawford@pinesfoundation.org
Experience
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
 
Staff
Full Time Staff 3
Part Time Staff 0
Volunteers 200
Contractors 3
Staff Retention Rate % 100
Professional Development Yes
Management Reports to Board Yes
Organization Plans
Fundraising Plan Yes
Communication Plan Yes
Strategic Plan No
Strategic Plan Years
Strategic Plan Adopted 0
Management Succession Plan No
Policies and Procedures No
Continuity of Operations Plan Yes
Senior Staff
NameTitle
Sheila Belknap Ms.Senior Development Officer
Formal Evaluations
CEO Formal Evaluation Yes
Senior Management Formal Evaluation Yes
NonManagement Formal Evaluation Yes
Collaborations
Pines and Pines of Sarasota Foundation have collaborative relationships with: Institute for the Ages, Circus Sarasota, USF Sarasota/Manatee, JFCS, SCOPE, AFP, AGE Inc., Positive Approach, Senior Friendship Center, Roskamp Institute and Neuro Challenge.
Affiliations
AffiliationYear
AFP (Association of Fundraising Professionals)
Awards
Awards
Award/RecognitionOrganizationYear
Government Licenses
Is your organization licensed by the Government? No
Policies
Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes
Board Chair
Board Chair Mr. Sean McHale
Company Affiliation SunTrust Bank
Board Term Jan 2014 to Dec 2014
Email sean.mchale@suntrust.com
Board Members
Board Members
NameAffiliation
Mr. L. Thomas Baker Synovus Bank
Mrs. Kimberly Bald, PA Harllee & Bald, PA
Mr. Stewart Bitterman community volunteer
Ms. Shirley Fieber Kerkering, Barberio & Co.
Mrs. Karin A. Grablin, CPA, CFP SRQ Wealth Management
Ms. Sue Jacobson Community Volunteer
Mr. Jim Ley Community Volunteer
Mr. Berryman "Bus" Longino Retired
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. Michael R. Pender Jr.Cavanaugh & Co. LLP
Mr. Ron Royal Community Volunteer
Mr. Jim Rutledge Retired
Mrs. Tana Sandefur Community Volunteer
Ms. Marilyn Shuman Community Volunteer
Student serving on the board through Community Youth Development? No
Board Demographics - Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 17
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Demographics - Gender
Male 11
Female 6
Unspecified
Governance
Board Term Lengths 3
Board Term Limits 2
Board Orientation Yes
Board Meeting Attendance % 77
Number of Full Board Meetings Annually 8
Board Self-Evaluation Yes
Written Board Selection Criteria Yes
Written Conflict of Interest Policy Yes
Percentage of Board Making Monetary Contributions 100
Percentage of Board Making In-Kind Contributions 10
Constituency Includes Client Representation Yes
Standing Committees
Executive
Board Governance
Audit
Investment
Finance
Comments
Governance Comments by Organization

There is a community-wide misconception that Pines of Sarasota is a tax supported, government operated nursing facility for the indigent.  Nothing could be further from the truth.  Pines is a public charitable health care organization governed by a volunteer board of community leaders.  It is an IRS designated  501 ( c ) ( 3 ) non-for-profit charity.

The popular misconception is largely attributable to the Pines’ founding name, SARASOTA WELFARE HOME.  Founded in 1948, the word welfare had no government entitlement connotation as neither Medicare nor Medicaid programs existed at that time.  Welfare meant caring for humankind back then!

 

The misconception was further promulgated by the Pines’ location, in an industrial part of the city and in close proximity of several government public service facilities.

 

Pines officially changed to its current name in 1990 but the challenge to overcome the above misconception remains.

Financial Info
Fiscal Year 2013
Projected Revenue $2,200,000.00
Projected Expenses $541,000.00
Endowment Value $700,000.00
Spending Policy Income Only
Audit/Financial Documents
Audit2012
2012 Audit2011
Audit2010
Audit2009
Audit2008
Historical Financials
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
$0$333,253$410,586
Government Contributions$0$0$0
Federal$0$0$0
State$0$0$0
Local$0$0$0
Unspecified$0$0$0
Individual Contributions$1,839,416$502,997$747,760
$0$0$0
$0$0$0
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
Other$0$0$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 Compensation
Co-CEO Compensation
Tax Credits No
Solvency
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%
Capital Campaign
Currently in a Capital Campaign? No
Capital Campaign Anticipated in Next 5 Years? Yes
Financials Comments
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 34236
Primary Phone 941 955-6293
CEO/Executive Director Estelle Crawford
Board Chair Mr. Sean McHale
Board Chair Company Affiliation SunTrust Bank
Year of Incorporation 1990
Former Names
Sarasota Welfare Home

THE COMMUNITY FOUNDATION OF SARASOTA COUNTY, INC. IS A REGISTERED 501(C)(3) NON-PROFIT CORPORATION. A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE WITHIN THE STATE (1-800-HELP-FLA) OR FROM THE WEBSITE: WWW.FRESHFROMFLORIDA.COM. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE. ONE HUNDRED PERCENT (100%) OF EACH CONTRIBUTION IS RECEIVED BY THE COMMUNITY FOUNDATION OF SARASOTA COUNTY. REGISTRATION #SC-02471.