PLYMOUTH HARBOR INC

EIN: 591031820 501(c)(3) Health Care

SARASOTA, FL

Total Revenue
$45,820,948
Total Expenses
$42,794,659
Total Assets
$171,848,076
Net Assets
$60,889,386
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Financial Trends

Organization Details

Formation Year
1961
Legal Domicile
FL
Phone
9413652600
Tax Period
2025-01-01 to 2025-12-31

PLYMOUTH HARBOR INC, founded in 1961, is a mid-sized nonprofit in the Health Care sector that reported $45.8M in total revenue in fiscal year 2025. Revenue decreased 9% compared to the prior year. Expenses of $42.8M left a modest 7% surplus.

Mission

PLYMOUTH HARBOR IS A CHURCH-SPONSORED NOT-FOR-PROFIT COMMUNITY OF DISTINCTION FOR OLDER ADULTS COMMITTED TO PROVIDING THE MOST POSITIVE AGING EXPERIENCE POSSIBLE FOR ITS RESIDENTS.

Program Service Accomplishments

Program 1
Expenses: $37,278,075 Revenue: $42,912,690

PLYMOUTH HARBOR, INC. CARES FOR SENIOR ADULTS THROUGH THE OPERATION OF A CONTINUING CARE RETIREMENT COMMUNITY CONSISTING OF 214 INDEPENDENT APARTMENT UNITS, 60 ASSISTED LIVING UNITS, A LICENSED HOME...

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PLYMOUTH HARBOR, INC. CARES FOR SENIOR ADULTS THROUGH THE OPERATION OF A CONTINUING CARE RETIREMENT COMMUNITY CONSISTING OF 214 INDEPENDENT APARTMENT UNITS, 60 ASSISTED LIVING UNITS, A LICENSED HOME HEALTH AGENCY, AND A 56-BED SKILLED NURSING CENTER. ACROSS ALL PROGRAMS, THERE WERE 130,014 RESIDENT DAYS IN THE CURRENT YEAR.

Program 2
Expenses: $395,100 Revenue: $0

THE PLYMOUTH HARBOR FOUNDATION ENSURES THE APPROPRIATE STEWARDSHIP OF CONTRIBUTED FUNDS, DEVELOPS FUNDRAISING STRATEGIES THAT SUPPORT THE MOST POSITIVE AGING EXPERIENCE POSSIBLE, AND PROVIDES FUNDING...

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THE PLYMOUTH HARBOR FOUNDATION ENSURES THE APPROPRIATE STEWARDSHIP OF CONTRIBUTED FUNDS, DEVELOPS FUNDRAISING STRATEGIES THAT SUPPORT THE MOST POSITIVE AGING EXPERIENCE POSSIBLE, AND PROVIDES FUNDING FOR INNOVATIVE PROGRAMS AND SERVICES IN THE REGION.

Program 3
Expenses: $152,013 Revenue: $0

THE ORGANIZATION PROVIDES SUPPORT FOR OPERATING AND MAINTAINING A LIFE CARE FACILITIY AIDING NEEDY RESIDENTS. THE PROGRAM ADDRESSES THE NEEDS OF THOSE RESIDENTS WHO REQUIRE FINANCIAL ASSISTANCE TO...

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THE ORGANIZATION PROVIDES SUPPORT FOR OPERATING AND MAINTAINING A LIFE CARE FACILITIY AIDING NEEDY RESIDENTS. THE PROGRAM ADDRESSES THE NEEDS OF THOSE RESIDENTS WHO REQUIRE FINANCIAL ASSISTANCE TO MAINTAIN THEIR RESIDENCY AT PLYMOUTH HARBOR. IN THE CURRENT YEAR, $152,013 OF FINANCIAL ASSISTANCE WAS PROVIDED AS A COMPONENT OF FULFILLING THE ORGANIZATION'S CHARITABLE MISSION.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $1,275,890
Program Service Revenue $40,325,885
Investment Income $1,632,368
Other Revenue $2,586,805
TOTAL REVENUE $45,820,948

Expense Breakdown

Grants Paid $384,253
Salaries & Benefits $21,322,905
Fundraising Expenses $175,732
Program Expenses $37,825,188
Other Expenses $21,087,501
TOTAL EXPENSES $42,794,659

Year-over-Year Comparison

2025 2024 Change
Revenue $45,820,948 $50,121,193 -0.1%
Expenses $42,794,659 $44,660,625 0.0%
Net Income $3,026,289 $5,460,568 -0.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
13
Independent Members
13
Employees
539
Volunteers
30

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$909,080
Total Directors
14
$0
Key Employees
4
$926,355
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ERIC BLEDSOE TREASURER 1.0
Officer Director
$0 $0 $0
JEFF CHARLOTTE PAST CHAIRMAN OF THE BOARD 1.0
Officer Director
$0 $0 $0
LEE DELIETO JR SECRETARY 1.0
Officer Director
$0 $0 $0
REBECCA SACHS CHAIR OF THE BOARD 1.0
Officer Director
$0 $0 $0
BOB DAWSON TRUSTEE 1.0
Director
$0 $0 $0
CARL KOENIG TRUSTEE 1.0
Director
$0 $0 $0
CRAIG STEINHOFF TRUSTEE 1.0
Director
$0 $0 $0
DR KENNETH HENSON TRUSTEE 1.0
Director
$0 $0 $0
JOHN WASKOM TRUSTEE 1.0
Director
$0 $0 $0
MARK SULTANA TRUSTEE 1.0
Director
$0 $0 $0
MARLENE LANCASTER TRUSTEE 1.0
Director
$0 $0 $0
RAYMOND NEFF TRUSTEE 1.0
Director
$0 $0 $0
SARA LITTLE TRUSTEE 1.0
Director
$0 $0 $0
WARREN BACON TRUSTEE 1.0
Director
$0 $0 $0
ALEXANDRA MALIWACKI COO 40.0
Officer
$128,683 $13,411 $142,094
JEFFREY WEATHERHEAD PRESIDENT/CEO 40.0
Officer
$392,612 $48,203 $440,815
NATALLIA DZIATSEL VICE PRESIDENT/CFO 40.0
Officer
$295,531 $30,640 $326,171
ANTHONY BAFFO VP OF TEAM MEMBER RELATIONS 40.0
Key Emp
$173,079 $23,892 $196,971
CHRISTINA PFAHLER VP OF PHILANTHROPY 40.0
Key Emp
$193,818 $15,674 $209,492
ELIZABETH SPARR VP OF MARKETING & COMMUNITY AFFAIRS 40.0
Key Emp
$230,413 $8,453 $238,866
GEORGE MCGONAGILL VP OF CONSTRUCTION 40.0
Key Emp
$260,949 $20,077 $281,026
AMANDA COLLIER ADMINISTRATOR OF ASSISTED LIVING 40.0
Highest
$120,855 $17,716 $138,571
BRIAN BLY CONSTRUCTION SUPERINTENDENT 40.0
Highest
$118,887 $19,882 $138,769
CLINTON BREWER DIRECTOR OF HOME AND COMMUNITY BASED SERVICES 40.0
Highest
$116,474 $29,931 $146,405
IWONA WALICZEK DIRECTOR OF CARE MANAGEMENT 40.0
Highest
$119,087 $38,823 $157,910
STEVEN PARSONS DIRECTOR OF IT 40.0
Highest
$140,573 $35,391 $175,964
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $45,820,948 $42,794,659 $171,848,076 $3,026,289
2024 $50,121,193 $44,660,625 $161,906,657 $5,460,568
2023 $43,007,740 $40,019,263 $150,513,117 $2,988,477
2022 $39,259,821 $36,659,647 $139,205,295 $2,600,174
2021 $41,154,528 $34,016,498 $141,711,942 $7,138,030
2020 $35,153,415 $34,320,685 $137,038,590 $832,730
2020 $35,153,415 $34,320,685 $137,038,590 $832,730
2019 $33,668,815 $32,525,653 $131,043,992 $1,143,162
2018 $31,787,683 $31,524,515 $125,230,459 $263,168
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