MOORINGS PARK INSTITUTE INCORPORATED: Form 990, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MOORINGS PARK INSTITUTE INCORPORATED (EIN 65-1232040)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-23
- IRS object ID
- 202612049349301301
- Schema version
- 2025v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-23T15:41:19-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 SOUTH ORANGE AVENUE SUITE 900 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 651232040 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MOORINGS PARK INSTITUTE INCORPORATED | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MOOR | BusinessNameControlTxt |
| Phone | 2396439111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 MOORINGS PARK DRIVE | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY MORTON | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 2392611616 | PhoneNum |
| Signature | 2026-07-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY CHAPMAN | PreparerPersonNm |
| PTIN | P00843460 | PTIN |
| Phone | 4078021200 | PhoneNum |
| Preparation | 2026-07-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DANIEL J LAVENDER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 MOORINGS PARK DRIVE | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,522,641 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MOORINGSPARK.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE SIMPLY THE BEST FACILITIES AND SERVICES FOR SUCCESSFUL AGING WITH PROFESSIONAL AND COMPASSIONATE CARE TO EACH PERSON WE SERVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 79 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $63,795 | PYContributionsGrantsAmt |
| CY Contributions Grants | $97,441 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $12,488,041 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $13,422,433 | CYProgramServiceRevenueAmt |
| PY Investment Income | $15,756 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,767 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $12,567,592 | PYTotalRevenueAmt |
| CY Total Revenue | $13,522,641 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,750 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $22,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,066,457 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,331,744 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,518,660 | PYOtherExpensesAmt |
| CY Other Expenses | $6,174,917 | CYOtherExpensesAmt |
| PY Total Expenses | $12,591,867 | PYTotalExpensesAmt |
| CY Total Expenses | $13,528,661 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$24,275 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$6,020 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $164,378,340 | TotalAssetsBOYAmt |
| Total Assets EOY | $214,776,399 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,363,091 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,035,447 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $163,015,249 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $213,740,952 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE SIMPLY THE BEST FACILITIES AND SERVICES FOR SUCCESSFUL AGING WITH PROFESSIONAL AND COMPASSIONATE CARE TO EACH PERSON WE SERVE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $13,073,897 | ExpenseAmt |
| Grant | $22,000 | GrantAmt |
| Revenue | $13,422,433 | RevenueAmt |
| Desc | TO PROVIDE MANAGEMENT SERVICES TO ADVANCE, PROMOTE AND SUPPORT THE EXEMPT PURPOSES OF THE MOORINGS, INCORPORATED, MOORINGS PARK COMMUNITY HEALTH, INCORPORATED, MOORINGS PARK HEALTHY LIVING, INCORPORATED, MOORINGS PARK FOUNDATION, INC. AND RIVERSIDE AT MOORINGS PARK, INCORPORATED, ALL TAX-EXEMPT ORGANIZATIONS, WHICH PROVIDE A LIFE CARE RETIREMENT COMMUNITY DESIGNED TO ACCOMODATE PERSONS 62 YEARS OF AGE OR OLDER. | Desc |
| Total Program Service Expenses | $13,073,897 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 79 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY MORTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2392611616 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 MOORINGS PARK DRIVE | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34105 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DANIEL J LAVENDER | ||||||||
| PRESIDENT/CHIEF EXECUTIVE OFFICER | 40.00 | 10.00 | Yes (X) | Yes (X) | $1,045,142 | $0 | $34,995 | |
| MARY MORTON CPA | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 10.00 | Yes (X) | $420,060 | $0 | $34,151 | ||
| THOMAS MANN | ||||||||
| VP - SALES AND MARKETING | 40.00 | $385,820 | $0 | $33,604 | Yes (X) | |||
| KATY KURILI | ||||||||
| CHIEF OPERATING OFFICER | 40.00 | 10.00 | Yes (X) | $380,523 | $0 | $31,921 | ||
| JESSICA ELLER | ||||||||
| EXECUTIVE DIRECTOR - TRUESPAN | 40.00 | $194,977 | $0 | $25,823 | Yes (X) | |||
| ANTONIO MARQUES | ||||||||
| VP - TECHNOLOGY OPERATIONS | 40.00 | $202,712 | $0 | $11,399 | Yes (X) | |||
| MEREDITH JENKINS | ||||||||
| CONTROLLER | 40.00 | $164,590 | $0 | $17,565 | Yes (X) | |||
| JULIE LLOYD | ||||||||
| EXECUTIVE DIRECTOR - HUMAN RESOURCES | 40.00 | $150,394 | $0 | $11,572 | Yes (X) | |||
| THOMAS TAYLOR | ||||||||
| CHAIR (THRU 6.30.25) | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CLARK HILL | ||||||||
| CHAIR (AS OF 7.1.25) | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LAURIE COWAN PHILLIPS | ||||||||
| SECRETARY | 2.00 | 8.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LAURA HOLQUIST | ||||||||
| TREASURER | 2.00 | 8.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| THOMAS MCCANN | ||||||||
| DIRECTOR (THRU 6.30.25) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DR JOHN LITTLE | ||||||||
| EMERITUS (THRU 6.30.25) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ELLEN WILSON | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH ZACCAGNINO | ||||||||
| DIRECTOR | 2.00 | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY FRIDKIN | ||||||||
| DIRECTOR | 2.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL HOLE | ||||||||
| DIRECTOR | 2.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| KAYDA JOHNSON | ||||||||
| DIRECTOR (AS OF 07.1.25) | 2.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT POWDER | ||||||||
| DIRECTOR (AS OF 07.1.25) | 2.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,944,218 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $201,030 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 15 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| KONICA MINOLTA BUSINESS SOLUTIONS | |||||
| DEPT LA 22988 | PASADENA | CA | 91185 | IT SERVICES | $2,118,511 |
| CARE DAILY DBA PEOPLE POWER COMPANY | |||||
| 12423 NE 137TH PLACE | KIRKLAND | WA | 98034 | SOFTWARE SERVICES | $229,000 |
| DELIGHT BY DESIGN - SARAH THOMAS | |||||
| 1529 DOROTHY STREET | HOUSTON | TX | 77008 | CONSULTING SERVICES | $199,863 |
| LATTICE DBA DEGREE INC | |||||
| PO BOX 892115 1501 NORTH PLANO RD S | RICHARDSON | TX | 75081 | SOFTWARE SERVICES | $184,380 |
| THE BALDWIN GROUP | |||||
| 4211 W BOY SCOUT BLVD STE 800 | TAMPA | FL | 33607 | BROKERAGE SERVICES | $158,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $97,441 | RelatedOrganizationsAmt |
| Total Contributions | $97,441 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEE | Desc |
| Business | 541610 | BusinessCd |
| Total Revenue Column | $13,422,433 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,422,433 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $13,422,433 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,767 | TotalRevenueColumnAmt |
| Exclusion | $2,767 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,522,641 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,422,433 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,767 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,000 | TotalAmt |
| Program Services | $22,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,946,792 | TotalAmt |
| Program Services | $1,946,792 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,267,031 | TotalAmt |
| Program Services | $4,267,031 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,809 | TotalAmt |
| Program Services | $175,809 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $561,098 | TotalAmt |
| Program Services | $561,098 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $381,014 | TotalAmt |
| Program Services | $381,014 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,938 | TotalAmt |
| Management And General | $127,938 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,950 | TotalAmt |
| Management And General | $186,950 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,042,505 | TotalAmt |
| Program Services | $2,042,505 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,321 | TotalAmt |
| Program Services | $6,321 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,668 | TotalAmt |
| Program Services | $11,668 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,762,637 | TotalAmt |
| Program Services | $1,762,637 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,968 | TotalAmt |
| Program Services | $44,968 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,758 | TotalAmt |
| Program Services | $25,758 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| TELECOMMUNICATIONS | $1,513,439 | $1,513,439 |
| RECRUITING | $158,692 | $158,692 |
| DUES AND SUBSCRIPTIONS | $101,971 | $101,971 |
| SUPPLIES | $52,194 | $52,194 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,876 | TotalAmt |
| Management And General | $139,876 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,528,661 | TotalAmt |
| Program Services | $13,073,897 | ProgramServicesAmt |
| Management And General | $454,764 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $280,874 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $535,320 | BOYAmt |
| EOY | $740,596 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $373,845 | BOYAmt |
| EOY | $109,181 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,015,249 | BOYAmt |
| EOY | $213,740,952 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $173,052 | BOYAmt |
| EOY | $185,670 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,378,340 | BOYAmt |
| EOY | $214,776,399 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $858,178 | BOYAmt |
| EOY | $810,745 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $504,913 | BOYAmt |
| EOY | $224,702 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,363,091 | BOYAmt |
| EOY | $1,035,447 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,348,925 | BOYAmt |
| EOY | $209,378,566 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,666,324 | BOYAmt |
| EOY | $4,362,386 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,015,249 | BOYAmt |
| EOY | $213,740,952 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,378,340 | BOYAmt |
| EOY | $214,776,399 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$6,020 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,020 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $50,725,703 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 5 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (5 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| MOORINGS PARK COMMUNITY HEALTH INCORPORATED | ||||
| 651232037 | 10 | Yes (1) | $0 | $0 |
| THE MOORINGS INCORPORATED | ||||
| 591834357 | 10 | Yes (1) | $0 | $0 |
| MOORINGS PARK FOUNDATION INC | ||||
| 263631295 | 8 | Yes (1) | $0 | $0 |
| RIVERSIDE AT MOORINGS PARK | ||||
| 263512448 | 7 | Yes (1) | $0 | $0 |
| MOORINGS PARK HEALTHY LIVING INCORPORATED | ||||
| 452443047 | 10 | Yes (1) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 5 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | Yes (1) | MajorityDirTrstSupportedOrgInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN SUBSIDIARIES | Desc |
| Book Value | $213,740,952 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $213,740,952 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION | $100,000 |
| DUE TO AFFILIATES | $124,702 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $224,702 | TotalLiabilityAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ALZHEIMER'S SUPPORT NETWORK INC | |||||||||
| 1421 PINE RIDGE RD SUITE 100 | NAPLES | FL | 34109 | 592198939 | 501(C)(3) | $3,500 | $0 | ELEPHANT FEST 2025 ADVERTISING | |
| ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION INC | |||||||||
| 225 NORTH MICHIGAN AVENUE 17TH | CHICAGO | IL | 60601 | 133039601 | 501(C)(3) | $3,500 | $0 | 2024 NAPLES, COLLIER COUNTY WALK TO END ALZHEIMER'S SPONSORSHIP | FLOOR |
| SOUTHWEST FLORIDA CEO INC | |||||||||
| 15275 COLLIER BLVD STE 201-203 | NAPLES | FL | 34119 | 884073126 | 501(C)(3) | $5,000 | $0 | PRESENTING SHOWCASE SPONSOR | |
| THE EDUCATION FOUNDATION OF COLLIER COUNTY INC | |||||||||
| 3606 ENTERPRISE AVE SUITE 150 | NAPLES | FL | 34104 | 650230582 | 501(C)(3) | $10,000 | $0 | GOLDEN APPLE SPONSORSHIP 2025 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | AN APPROVED BUDGET IS MAINTAINED FOR THE AMOUNT OF ASSISTANCE EACH YEAR. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DANIEL J LAVENDER | ||||||||||||||
| PRESIDENT/CHIEF EXECUTIVE OFFICER | $593,573 | $0 | $67,470 | $0 | $384,099 | $0 | $21,000 | $0 | $13,995 | $0 | $1,080,137 | $0 | $0 | $0 |
| MARY MORTON CPA | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $339,284 | $0 | $65,739 | $0 | $15,037 | $0 | $20,156 | $0 | $13,995 | $0 | $454,211 | $0 | $0 | $0 |
| THOMAS MANN | ||||||||||||||
| VP - SALES AND MARKETING | $307,580 | $0 | $59,085 | $0 | $19,155 | $0 | $19,086 | $0 | $14,518 | $0 | $419,424 | $0 | $0 | $0 |
| KATY KURILI | ||||||||||||||
| CHIEF OPERATING OFFICER | $329,830 | $0 | $32,059 | $0 | $18,634 | $0 | $17,926 | $0 | $13,995 | $0 | $412,444 | $0 | $0 | $0 |
| JESSICA ELLER | ||||||||||||||
| EXECUTIVE DIRECTOR - TRUESPAN | $181,318 | $0 | $13,389 | $0 | $270 | $0 | $10,556 | $0 | $15,267 | $0 | $220,800 | $0 | $0 | $0 |
| ANTONIO MARQUES | ||||||||||||||
| VP - TECHNOLOGY OPERATIONS | $186,563 | $0 | $14,882 | $0 | $1,267 | $0 | $11,194 | $0 | $205 | $0 | $214,111 | $0 | $0 | $0 |
| MEREDITH JENKINS | ||||||||||||||
| CONTROLLER | $151,848 | $0 | $12,299 | $0 | $443 | $0 | $8,924 | $0 | $8,641 | $0 | $182,155 | $0 | $0 | $0 |
| JULIE LLOYD | ||||||||||||||
| EXECUTIVE DIRECTOR - HUMAN RESOURCES | $135,832 | $0 | $14,293 | $0 | $269 | $0 | $3,331 | $0 | $8,241 | $0 | $161,966 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | THE ORGANIZATION MAINTAINS A NONQUALIFIED DEFERRED COMPENSATION PLAN ESTABLISHED UNDER SECTION 457(F) OF THE INTERNAL REVENUE CODE FOR ITS CHIEF EXECUTIVE OFFICER, TO WHICH THE ORGANIZATION MAKES CONTRIBUTIONS. DURING THE YEAR ENDED DECEMBER 31, 2025, THE ORGANIZATION CONTRIBUTED $100,000 TO THE PLAN. |
| PART I, LINE 3 | THE ORGANIZATION MAINTAINS A WRITTEN COMPENSATION PHILOSOPHY FOR ALL EMPLOYEES, INCLUDING TOP MANAGEMENT OFFICIALS, THAT ADDRESSES ALL ELEMENTS OF COMPENSATION, INCLUDING MERIT BONUSES. THE MANAGEMENT DEVELOPMENT & COMPENSATION COMMITTEE, WHICH IS INDEPENDENT WITH RESPECT TO ALL COMPENSATION DECISIONS, IS CHARGED WITH MANAGING THE PROCESS AND REPORTING TO THE BOARD. THE CHAIR OF THE BOARD IS RESPONSIBLE FOR CONDUCTING THE ANNUAL PERFORMANCE REVIEW OF THE CEO AND THE CEO IS RESPONSIBLE FOR CONDUCTING THE ANNUAL PERFORMANCE REVIEWS OF ALL OTHER TOP MANAGEMENT OFFICIALS. A MERIT BONUS FOR CERTAIN MANAGEMENT MAY BE APPROVED BASED ON PERFORMANCE CRITERIA AND GOALS. THE COMPENSATION OF EACH OF THE TOP MANAGEMENT OFFICIALS IS REVIEWED BY THE MANAGEMENT DEVELOPMENT & COMPENSATION COMMITTEE USING COMPARATIVE DATA. IN ADDITION, DURING 2025, THE MANAGEMENT DEVELOPMENT & COMPENSATION COMMITTEE RECEIVED A REPORT FROM AN INDEPENDENT COMPENSATION CONSULTANT REGARDING EXECUTIVE COMPENSATION. |
| PART II, (B)(III): | INCLUDES VESTED AMOUNTS OF CONTRIBUTIONS PREVIOUSLY MADE TO A 457(B) PLAN. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE SHALL BE CHARGED WITH ALL DUTIES AND RESPONSIBILITIES OF THE BOARD, AND IS AUTHORIZED TO ACT ON BEHALF OF THE BOARD BETWEEN ITS REGULAR OR SPECIAL MEETINGS; PROVIDED, HOWEVER, THAT (A) THE EXECUTIVE COMMITTEE SHALL HAVE NO AUTHORITY TO (I) FILL VACANCIES ON THE BOARD OR ANY OF ITS COMMITTEES OR (II) ADOPT, AMEND OR REPEAL THESE BYLAWS, AND (B) ALL ACTIONS OF THE EXECUTIVE COMMITTEE SHALL BE REPORTED TO THE BOARD AT ITS NEXT MEETING. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY CLA WITH INFORMATION PROVIDED BY THE FINANCE DEPARTMENT OF THE MOORINGS PARK INSTITUTE, INCORPORATED. MANAGEMENT REVIEWS THE 990 AND PROVIDES A COPY TO THE AUDIT COMMITTEE, FOR APPROVAL, PRIOR TO PRESENTATION IN DRAFT TO THE BOARD MEMBERS OF THE MOORINGS PARK INSTITUTE, INC. UPON BOARD APPROVAL, THE 990 IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY, THE TERM "CONFLICT OF INTEREST" SHALL MEAN AN ACTUAL OR PERCEIVED INTEREST OF A KEY EMPLOYEE OR DIRECTOR IN AN ACTION OF THE MOORINGS PARK INSTITUTE, INCORPORATED THAT WOULD RESULT IN, OR HAS THE APPEARANCE OF RESULTING IN, PERSONAL OR PROFESSIONAL GAIN OR LOSS FOR THE KEY EMPLOYEE OR DIRECTOR. IF AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST EXISTS AS TO A KEY EMPLOYEE OR DIRECTOR, HE OR SHE SHALL DISCLOSE THE EXISTENCE OF THE CONFLICT OF INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD. AFTER SUCH DISCLOSURE, THE DISINTERESTED DIRECTORS SHALL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. EACH YEAR, EACH KEY EMPLOYEE AND DIRECTOR IS REQUIRED TO SIGN A NEW CONFLICT OF INTEREST DISCLOSURE STATEMENT. IN ADDITION, THE BOARD MINUTES REFLECT THE DISCLOSURE OF ANY REAL OR PERCEIVED CONFLICT. THE HUMAN RESOURCES DEPARTMENT MONITORS THIS POLICY ON AN ONGOING BASIS. |
| FORM 990, PART VI, SECTION B, LINE 15 | OUTSIDE CONSULTANTS ARE USED ON A REGULAR AND RECURRING BASIS. THE OUTSIDE CONSULTANT, KORN FERRY, WAS USED BEGINNING IN 2008 AND WAS USED AGAIN IN 2012, 2017, 2021, 2022, 2023 AND 2025. THE CONSULTANTS ARE USED WHEN MAJOR EXECUTIVE CONTRACTS ARE MODIFIED OR CHANGED. DURING THE INTERIM YEARS THE ORGANIZATION OBTAINS THE LEADINGAGE-CEMO LEADERSHIP COMPENSATION SURVEY TO MONITOR COMPENSATION TRENDS. THE MANAGEMENT DEVELOPMENT & COMPENSATION COMMITTEE (MADE UP OF 4 MEMBERS) DOCUMENTS THE FINDINGS. THE AUDIT COMMITTEE AND THE FULL BOARD REVIEW AND APPROVE CONTRACTS PRIOR TO SIGNING. COMPARABILITY DATA FROM SIMILAR EXEMPT ORGANIZATIONS ARE ALSO CONSIDERED. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | OTHER: PROGRAM SERVICE EXPENSES 2,042,505. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,042,505. |
| FORM 990, PART XI, LINE 9: | EQUITY IN EARNINGS FROM WHOLLY OWNED SUBSIDIARIES 50,725,703. |
| PART XII, LINE 2C | ALTHOUGH NO AUDIT IS PERFORMED FOR THE INDIVIDUAL ORGANIZATION, THE CONSOLIDATED FINANCIAL STATEMENTS OF THE MOORINGS PARK INSTITUTE, INC AND SUBSIDIARIES, WHICH INCLUDES THIS ORGANIZATION AND THE RELATED ENTITIES LISTED ON SCHEDULE R, ARE AUDITED ANNUALLY BY AN INDEPENDENT AUDITOR. THE AUDITED FINANCIAL STATEMENTS ARE THEN POSTED IN THE CLUBHOUSE. |
| FORM 990, PART VII: SECTION A, COLUMN B | TIME DEVOTED TO THE MOORINGS, INC. - EIN# 59-1834357 NAME TITLE HRS/WK DEVOTED DANIEL J. LAVENDER PRESIDENT/CHIEF EXECUTIVE OFFICER 2.00 LAURIE COWAN PHILLIPS CHAIR 2.00 LAURA HOLQUIST SECRETARY/TREASURER 2.00 SCOTT POWDER SECRETARY/TREASURER 2.00 JOSEPH ZACCAGNINO DIRECTOR 2.00 JEFFREY FRIDKIN DIRECTOR 2.00 MICHAEL HOLE DIRECTOR 2.00 KAYDA JOHNSON DIRECTOR 2.00 MARY MORTON, CPA CHIEF FINANCIAL OFFICER 2.00 KATY KURILI CHIEF OPERATING OFFICER 2.00 |
| FORM 990, PART VII: SECTION A, COLUMN B | TIME DEVOTED TO MOORINGS PARK COMMUNITY HEALTH, INC. - EIN# 65-1232037 NAME TITLE HRS/WK DEVOTED DANIEL J. LAVENDER PRESIDENT/CHIEF EXECUTIVE OFFICER 2.00 LAURIE COWAN PHILLIPS CHAIR 2.00 LAURA HOLQUIST SECRETARY/TREASURER 2.00 SCOTT POWDER SECRETARY/TREASURER 2.00 JOSEPH ZACCAGNINO DIRECTOR 2.00 JEFFREY FRIDKIN DIRECTOR 2.00 MICHAEL HOLE DIRECTOR 2.00 KAYDA JOHNSON DIRECTOR 2.00 MARY MORTON, CPA CHIEF FINANCIAL OFFICER 2.00 KATY KURILI CHIEF OPERATING OFFICER 2.00 |
| FORM 990, PART VII: SECTION A, COLUMN B | TIME DEVOTED TO MOORINGS PARK HEALTHY LIVING, INC. - EIN# 45-2443047 NAME TITLE HRS/WK DEVOTED DANIEL J. LAVENDER PRESIDENT/CHIEF EXECUTIVE OFFICER 2.00 LAURIE COWAN PHILLIPS CHAIR 2.00 LAURA HOLQUIST SECRETARY/TREASURER 2.00 SCOTT POWDER SECRETARY/TREASURER 2.00 JOSEPH ZACCAGNINO DIRECTOR 2.00 JEFFREY FRIDKIN DIRECTOR 2.00 MICHAEL HOLE DIRECTOR 2.00 KAYDA JOHNSON DIRECTOR 2.00 MARY MORTON, CPA CHIEF FINANCIAL OFFICER 2.00 KATY KURILI CHIEF OPERATING OFFICER 2.00 |
| FORM 990, PART VII: SECTION A, COLUMN B | TIME DEVOTED TO MOORINGS PARK FOUNDATION, INC. - EIN# 26-3631295 NAME TITLE HRS/WK DEVOTED DANIEL J. LAVENDER PRESIDENT/CHIEF EXECUTIVE OFFICER 2.00 MARY MORTON, CPA CHIEF FINANCIAL OFFICER 2.00 KATY KURILI CHIEF OPERATING OFFICER 2.00 |
| FORM 990, PART VII: SECTION A, COLUMN B | TIME DEVOTED TO RIVERSIDE AT MOORINGS PARK INCORPORATED. - EIN# 26-3512448 NAME TITLE HRS/WK DEVOTED DANIEL J. LAVENDER PRESIDENT/CHIEF EXECUTIVE OFFICER 2.00 CLARK HILL CHAIR 2.00 LAURIE COWAN PHILLIPS SECRETARY 2.00 LAURA HOLQUIST TREASURER 2.00 JOSEPH ZACCAGNINO DIRECTOR 2.00 TOM TAYLOR DIRECTOR 2.00 MARY MORTON, CPA CHIEF FINANCIAL OFFICER 2.00 KATY KURILI CHIEF OPERATING OFFICER 2.00 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| THE MOORINGS INC | ||||||||||
| 120 MOORINGS PARK DRIVE | NAPLES | FL | 34105 | 591834357 | OPERATES A LIFECARE COMMUNITY DESIGNED TO ACCOMMODATE PERSONS 62 YEARS OF AG | FL | 501(C)(3) | LINE 10 | N/A | 0 |
| MOORINGS PARK COMMUNITY HEALTH INC | ||||||||||
| 120 MOORINGS PARK DRIVE | NAPLES | FL | 34105 | 651232037 | PROVIDES HOME HEALTH SERVICES | FL | 501(C)(3) | LINE 10 | N/A | 0 |
| MOORINGS PARK FOUNDATION INC | ||||||||||
| 120 MOORINGS PARK DRIVE | NAPLES | FL | 34105 | 263631295 | PROVIDES HUMAN AND FINANCIAL RESOURCES IN THE SUPPORT OF SUCCESSFUL AGING | FL | 501(C)(3) | LINE 8 | N/A | 0 |
| RIVERSIDE AT MOORINGS PARK INC | ||||||||||
| 120 MOORINGS PARK DRIVE | NAPLES | FL | 34105 | 263512448 | ORGANIZED FOR CHARITABLE AND/OR EDUCATIONAL PURPOSES | FL | 501(C)(3) | LINE 7 | N/A | 0 |
| MOORINGS PARK HEALTHY LIVING INC | ||||||||||
| 120 MOORINGS PARK DRIVE | NAPLES | FL | 34105 | 452443047 | PROVIDER OF SUCCESSFUL AGING PROGRAMS TO RESIDENTS | FL | 501(C)(3) | LINE 12B, II | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments