Fort Myers, FL
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)The Legacy Foundation At Shell Point Inc, founded in 2002, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.4M in total revenue in fiscal year 2024. The organization ran a surplus of $1.1M, a strong 25% operating margin.
TO SERVE AND SUPPORT THE CHRISTIAN AND MISSIONARY ALLIANCE FOUNDATION, INC. D/B/A SHELL POINT RETIREMENT COMMUNITY.
THE ORGANIZATION OBTAINS FUNDING TO ENHANCE THE PROGRAMS AND SERVICES PROVIDED BY THE CHRISTIAN AND MISSIONARY ALLIANCE FOUNDATION, INC.
THE ORGANIZATION PROVIDED PHILANTHROPIC, FINANCIAL AND ESTATE PLANNING SERVICES FOR ITS RETIREMENT COMMUNITY RESIDENTS: INCLUDING DAILY MONEY MANAGEMENT SERVICES TO OVER 150 RESIDENTS OF SHELL POINT...
THE ORGANIZATION PROVIDED PHILANTHROPIC, FINANCIAL AND ESTATE PLANNING SERVICES FOR ITS RETIREMENT COMMUNITY RESIDENTS: INCLUDING DAILY MONEY MANAGEMENT SERVICES TO OVER 150 RESIDENTS OF SHELL POINT RETIREMENT COMMUNITY. THE FOUNDATION'S PROGRAMS, SERVICES AN RESULTS ARE DETAILED PERIODICALLY IN VARIOUS ORGANIZATIONAL PUBLICATIONS AND AN ANNUAL COMMUNITY REPORT.
IN ADDITION TO PROVIDING DAILY MONEY MANAGEMENT SERVICES, THE ORGANIZATION SERVES IN A FIDUCIARY ROLE FOR RESIDENTS OF SHELL POINT RETIREMENT COMMUNITY.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2024 | 2023 | Change | |
|---|---|---|---|
| Revenue | $4,363,212 | $4,292,179 | +0.0% |
| Expenses | $3,290,966 | $4,517,221 | -0.3% |
| Net Income | $1,072,246 | $-225,042 | -5.8% |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
Financial Distress Indicator
Liquidity & Cash Position
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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| JOHN W DAVIDSON | Secretary/Treasurer | 0.5 |
Officer
Director
|
$0 | $0 | $0 |
| WANDA ANDERSON | Chairman | 0.5 |
Officer
Director
|
$0 | $0 | $0 |
| ARCHIE L WHITE SR | Director | 0.5 |
Director
|
$0 | $0 | $0 |
| REV CHARLES B DEWITT | Director | 0.5 |
Director
|
$0 | $0 | $0 |
| BURKE RAINEY | VP of Finance/CFO/Asst Treas | 0.5 |
Officer
|
$0 | $63,832 | $651,616 |
| MARTIN C SCHAPPELL | President/CEO/Asst Secretary | 0.5 |
Officer
|
$0 | $44,411 | $948,388 |
| JEFFREY CORY | Executive Director | 40.0 |
Key Emp
|
$214,924 | $23,284 | $238,208 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | $4,363,212 | $3,290,966 | $5,184,375 | $1,072,246 |
| 2024 | $4,292,179 | $4,517,221 | $3,901,625 | $-225,042 |
| 2023 | $4,678,915 | $5,749,398 | $4,997,796 | $-1,070,483 |
| 2022 | $5,863,574 | $7,507,378 | $5,518,203 | $-1,643,804 |
| 2021 | $4,918,874 | $7,404,398 | $7,153,886 | $-2,485,524 |
| 2020 | $18,882,614 | $22,737,811 | $9,570,857 | $-3,855,197 |
| 2019 | $3,520,548 | $1,774,399 | $13,274,390 | $1,746,149 |
| 2018 | $15,830,804 | $4,925,825 | $11,441,242 | $10,904,979 |
Compare The Legacy Foundation At Shell Point Inc with other nonprofits in Florida and across the country.