Nonprofit · EIN 59-1931148
SOUTHWEST FLORIDA RETIREMENT CENTER
Tax-exempt · VENICE, FL 34285
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $34,605,424 | $33,172,146 | $1,433,278 | $249,220,285 | $236,240,388 | $12,979,897 |
| December 31, 2023 | 990 | $36,598,123 | $32,041,994 | $4,556,129 | $168,064,374 | $157,153,891 | $10,910,483 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $528,859
- Program service revenue
- $31,689,784
- Investment income
- $1,989,871
- Net rental income
- $7,651
- Net gain from sales of assets
- $481,357
- Net income from sales of inventory
- -$99,114
- Other revenue
- $396,910
Expenses
- Grants and similar amounts paid
- $22,829
- Compensation of officers, directors and key employees
- $665,180
- Other salaries and wages
- $11,730,313
- Salaries, compensation and benefits (total)
- $14,751,658
- Professional fundraising fees
- $0
- Legal fees
- $14,012
- Accounting fees
- $102,177
- Occupancy
- $2,186,350
- Travel
- $40,303
- Depreciation
- $5,292,776
- Program services (functional)
- $30,039,771
- Management and general (functional)
- $3,132,375
Balance sheet and other
- Total assets, start of year
- $168,064,374
- Total assets, end of year
- $249,220,285
- Total liabilities, end of year
- $236,240,388
- Net assets, end of year
- $12,979,897
- Land, buildings and equipment
- $126,671,893
- Publicly traded securities
- $36,487,182
- Net assets without donor restrictions
- $12,807,036
- Net assets with donor restrictions
- $172,861
- Gross unrelated business income
- -$99,114
- Gross receipts
- $50,049,368
- Employees
- 336
- Volunteers
- 125
- Year formed
- 1979
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DOUGLAS FELLER | CHIEF EXECUTIVE OFFICER Officer | 50 | $375,393 | $12,552 |
| KATHLEEN ROGERS | CHIEF FINANCIAL OFFICER Officer | 50 | $265,040 | $12,193 |
| BEVERLY DAY | SALES & MARKETING DIRECTOR Highest-paid employee | 45 | $217,197 | $10,364 |
| JAMES MARSHALL | HEALTH CENTER DIRECTOR Highest-paid employee | 45 | $173,747 | $10,612 |
| KERA LITERAL | DIRECTOR OF NURSING Highest-paid employee | 45 | $159,001 | $10,503 |
| KAREN MADDEN | DIRECTOR OF COMMUNITY ENGAGEMENT Highest-paid employee | 40 | $141,312 | $12,172 |
| MARK MONTGOMERY | CULINARY DIRECTOR Highest-paid employee | 45 | $135,403 | $10,434 |
| TOM HANKS | CHAIRPERSON Trustee or director, Officer | 2 | $0 | $0 |
| MARK BOGART | VICE CHAIRPERSON Trustee or director, Officer | 2 | $0 | $0 |
| CHRISTINE PUTHOFF | SECRETARY Trustee or director | 2 | $0 | $0 |
| MICHAEL HARKINS | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| REV ASHLEY NICOLLS | MEMBER-AT-LARGE Trustee or director | 2 | $0 | $0 |
| ALBERT GUTIERREZ | TRUSTEE Trustee or director | 2 | $0 | $0 |
| REV DR DONALD HILLERICH | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| REV DR ROBERT MURSCH | TRUSTEE Trustee or director | 2 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RANDE YEAGER | TRUSTEE Trustee or director | 2 | $0 |
| KAREN STOREY | TRUSTEE Trustee or director | 2 | $0 |
| REV JEFF GROS | TRUSTEE (BISHOP REP) Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DOUGLAS FELLER | CHIEF EXECUTIVE OFFICER Officer | 50 | $338,224 | $11,687 |
| KATHLEEN ROGERS | CHIEF FINANCIAL OFFIER Officer | 50 | $248,669 | $11,273 |
| BEVERLY DAY | SALES & MARKETING DIRECTOR Highest-paid employee | 45 | $175,483 | $9,684 |
| JAMES MARSHALL | HEALTH CENTER DIRECTOR Highest-paid employee | 45 | $160,137 | $9,974 |
| KERA LITERAL | DIRECTOR OF NURSING Highest-paid employee | 45 | $146,522 | $8,841 |
| KAREN MADDEN | ENAGEMENT DIRECTOR Highest-paid employee | 45 | $135,209 | $11,495 |
| MARK MONTGOMERY | CULINARY DIRECTOR Highest-paid employee | 45 | $129,341 | $9,744 |
| GREG ROBERTS | CHAIRPERSON Trustee or director, Officer | 2 | $0 | $0 |
| TOM HANKS | VICE CHAIRPERSON Trustee or director, Officer | 2 | $0 | $0 |
| MICHAEL HARKINS | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| REV DR BRIAN ARMEN | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| KAREN STOREY | MEMBER-AT-LARGE Trustee or director | 2 | $0 | $0 |
| REV ASHLEY NICOLLS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CHRISTINE PUTHOFF | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DR MARLYCE HOLBACH | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CHRIS MENZIES | TRUSTEE Trustee or director | 2 | $0 | $0 |
| REV DR ROBERT MURSCH | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PERRY KORSZEN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DR MATTHEW CORN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MARK BOGART | TRUSTEE Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 920 TAMIAMI TRL S, VENICE, FL 34285-3629
- Principal officer (990 for 2024)
- DOUGLAS FELLER, 920 TAMIAMI TRAIL SOUTH, VENICE, FL 34285
- Signed the 990
- KATHLEEN ROGERS, CHIEF FINANCIAL OFFICER
- Phone
- (941) 486-5421
- Website
- WWW.VILLAGEONTHEISLE.COM
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
AFFILIATED WITH THE EVANGELICAL LUTHERAN CHURCH IN AMERICA, WE ARE A CCRC COMMITTED TO SHARING GOD'S LOVE BY PROMOTING INDIVIDUAL GROWTH AND DIGNITY, ENHANCING THE QUALITY OF LIFE AND MEETING THE HUMAN AND SPIRITUAL NEEDS OF OUR RESIDENT'S, STAFF AND COMMUNITY.
Program accomplishments
- VILLAGE ON THE ISLE PROVIDES FOR INDEPENDENT LIVING APARTMENTS AND SERVICES TO 300 RESIDENTS IN 228 APARTMENTS & 6 COTTAGES. THE ORGANIZATION ALSO PROVIDED ASSISTED LIVING APARTMENTS AND SERVICES FOR 61 RESIDENTS IN 64 APARTMENTS.Expenses $22,220,446 · grants $22,829 · revenue $23,802,212
- THE ORGANIZATION PROVIDED SKILLED NURSING SERVICES TO THE ELDERLY IN THE 64 BED LICENSED NURSING HOME.Expenses $7,819,325 · revenue $8,375,945
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 59-1931148
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1981
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P750)
- Assets (IRS master file)
- $249,220,285
- Income (IRS master file)
- $50,049,368
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $34,605,424 | $33,172,146 | $249,220,285 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $36,598,123 | $32,041,994 | $168,064,374 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $31,772,151 | $32,032,126 | $162,812,326 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 59-1931148).
Questions about SOUTHWEST FLORIDA RETIREMENT CENTER
- What is the EIN of SOUTHWEST FLORIDA RETIREMENT CENTER?
- The employer identification number (EIN) of SOUTHWEST FLORIDA RETIREMENT CENTER is 59-1931148.
- Is SOUTHWEST FLORIDA RETIREMENT CENTER tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
- Are donations to SOUTHWEST FLORIDA RETIREMENT CENTER tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTHWEST FLORIDA RETIREMENT CENTER file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SOUTHWEST FLORIDA RETIREMENT CENTER due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTHWEST FLORIDA RETIREMENT CENTER last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SOUTHWEST FLORIDA RETIREMENT CENTER?
- The 990 for the year ended December 31, 2024 names DOUGLAS FELLER.
- Who are the officers and directors of SOUTHWEST FLORIDA RETIREMENT CENTER?
- The 990 for the year ended December 31, 2024 lists 18 people; 7 received compensation from the organization, the highest $375,393 (DOUGLAS FELLER, CHIEF EXECUTIVE OFFICER).
- How much revenue does SOUTHWEST FLORIDA RETIREMENT CENTER have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $34,605,424, expenses of $33,172,146 and total assets of $249,220,285 at year end.
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- PREGNANCY SOLUTIONS INC EIN 65-1085310 · last filed 990 for 2024
- THE TWIG CARES INC EIN 27-3577334 · last filed 990 for 2024
- ST VINCENT DE PAUL SOCIETY OF EPIPHANY CATHEDRAL CONFERENCE INC EIN 45-2786911 · last filed 990 for 2025
- PINKERTON FAMILY FOUNDATION INC EIN 85-4310694 · last filed 990-PF for 2025
- VILLAGE ON THE ISLE FOUNDATION INC EIN 30-0208798 · last filed 990 for 2024