Nonprofit · EIN 65-1232040
MOORINGS PARK INSTITUTE INCORPORATED
Tax-exempt · NAPLES, FL 34105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $13,522,641 | $13,528,661 | -$6,020 | $214,776,399 | $1,035,447 | $213,740,952 |
| December 31, 2024 | 990 | $12,567,592 | $12,591,867 | -$24,275 | $164,378,340 | $1,363,091 | $163,015,249 |
| December 31, 2023 | 990 | $11,312,995 | $11,344,951 | -$31,956 | $133,208,682 | $890,434 | $132,318,248 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $97,441
- Program service revenue
- $13,422,433
- Investment income
- $2,767
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $22,000
- Compensation of officers, directors and key employees
- $1,946,792
- Other salaries and wages
- $4,267,031
- Salaries, compensation and benefits (total)
- $7,331,744
- Professional fundraising fees
- $0
- Legal fees
- $127,938
- Accounting fees
- $186,950
- Travel
- $44,968
- Program services (functional)
- $13,073,897
- Management and general (functional)
- $454,764
Balance sheet and other
- Total assets, start of year
- $164,378,340
- Total assets, end of year
- $214,776,399
- Total liabilities, end of year
- $1,035,447
- Net assets, end of year
- $213,740,952
- Publicly traded securities
- $109,181
- Net assets without donor restrictions
- $209,378,566
- Net assets with donor restrictions
- $4,362,386
- Gross receipts
- $13,522,641
- Employees
- 79
- Volunteers
- 12
- Year formed
- 2004
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DANIEL J LAVENDER | PRESIDENT/CHIEF EXECUTIVE OFFICER Trustee or director, Officer | 40 | $1,045,142 | $34,995 |
| MARY MORTON CPA | CHIEF FINANCIAL OFFICER Officer | 40 | $420,060 | $34,151 |
| THOMAS MANN | VP - SALES AND MARKETING Highest-paid employee | 40 | $385,820 | $33,604 |
| KATY KURILI | CHIEF OPERATING OFFICER Officer | 40 | $380,523 | $31,921 |
| JESSICA ELLER | EXECUTIVE DIRECTOR - TRUESPAN Highest-paid employee | 40 | $194,977 | $25,823 |
| ANTONIO MARQUES | VP - TECHNOLOGY OPERATIONS Highest-paid employee | 40 | $202,712 | $11,399 |
| MEREDITH JENKINS | CONTROLLER Highest-paid employee | 40 | $164,590 | $17,565 |
| JULIE LLOYD | EXECUTIVE DIRECTOR - HUMAN RESOURCES Highest-paid employee | 40 | $150,394 | $11,572 |
| THOMAS TAYLOR | CHAIR (THRU 6.30.25) Trustee or director, Officer | 2 | $0 | $0 |
| CLARK HILL | CHAIR (AS OF 7.1.25) Trustee or director, Officer | 2 | $0 | $0 |
| LAURIE COWAN PHILLIPS | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| LAURA HOLQUIST | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| THOMAS MCCANN | DIRECTOR (THRU 6.30.25) Trustee or director | 2 | $0 | $0 |
| DR JOHN LITTLE | EMERITUS (THRU 6.30.25) Trustee or director | 2 | $0 | $0 |
| ELLEN WILSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH ZACCAGNINO | DIRECTOR Trustee or director | 2 | $0 |
| JEFFREY FRIDKIN | DIRECTOR Trustee or director | 2 | $0 |
| MICHAEL HOLE | DIRECTOR Trustee or director | 2 | $0 |
| KAYDA JOHNSON | DIRECTOR (AS OF 07.1.25) Trustee or director | 2 | $0 |
| SCOTT POWDER | DIRECTOR (AS OF 07.1.25) Trustee or director | 2 | $0 |
990 for the year ended December 31, 2024: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DANIEL J LAVENDER | PRESIDENT/CHIEF EXECUTIVE OFFICER Trustee or director, Officer | 40 | $667,665 | $33,973 |
| ROSS DICKMANN THRU 123124 | CHIEF OPERATING OFFICER Officer | 40 | $409,471 | $25,549 |
| MARY MORTON CPA | CHIEF FINANCIAL OFFICER Officer | 40 | $373,758 | $33,062 |
| THOMAS MANN | VICE PRESIDENT SALES AND MARKETING Highest-paid employee | 40 | $349,502 | $36,901 |
| KATY KURILI AS OF 92324 | CHIEF OPERATING OFFICER Officer | 40 | $273,121 | $28,684 |
| DIANA L BAILEY | VICE PRESIDENT OF CLINICAL SERVICES Highest-paid employee | 40 | $234,638 | $32,146 |
| RANDY POWELL | EXECUTIVE DIRECTOR - FACILITIES Highest-paid employee | 40 | $226,399 | $26,652 |
| ANTONIO MARQUES | CHIEF INFORMATION OFFICER Highest-paid employee | 40 | $194,236 | $11,045 |
| JESSICA BRINKERT | EXECUTIVE DIR. OF SUCCESSFUL AGING Highest-paid employee | 40 | $172,725 | $28,019 |
| THOMAS TAYLOR | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| CLARK HILL | VICE CHAIR (AS OF 7.1.24) Trustee or director, Officer | 2 | $0 | $0 |
| MICHAEL WYNN | VICE CHAIR (THRU 6.30.24) Trustee or director, Officer | 2 | $0 | $0 |
| DUDLEY GOODLETTE | TREASURER/SECRETARY (THRU 6.30.24) Trustee or director, Officer | 2 | $0 | $0 |
| LAURIE COWAN PHILLIPS | SECRETARY (AS OF 7.1.24) Trustee or director, Officer | 2 | $0 | $0 |
| LAURA HOLQUIST | TREASURER (AS OF 7.1.24) Trustee or director, Officer | 2 | $0 | $0 |
| THOMAS MCCANN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KAREN MOSTELLER | DIRECTOR (THRU 6.30.24) Trustee or director | 2 | $0 | $0 |
| ELLEN WILSON | DIRECTOR (THRU 6.30.24) Trustee or director | 2 | $0 | $0 |
| JOSEPH ZACCAGNINO | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JEFFREY FRIDKIN | DIRECTOR (AS OF 7.1.24) Trustee or director | 2 | $0 | $0 |
| MICHAEL HOLE | DIRECTOR (AS OF 7.1.24) Trustee or director | 2 | $0 | $0 |
| DR JOHN LITTLE | EMERITUS (AS OF 7.1.24) Trustee or director | 2 | $0 | $0 |
990 for the year ended December 31, 2023: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DANIEL J LAVENDER | PRESIDENT/CHIEF EXECUTIVE OFFICER Trustee or director, Officer | 40 | $616,495 | $33,421 |
| ROSS DICKMANN | CHIEF OPERATING OFFICER Officer | 40 | $381,276 | $26,934 |
| THOMAS MANN | VICE PRESIDENT SALES AND MARKETING Highest-paid employee | 40 | $338,424 | $35,824 |
| MARY MORTON CPA | CHIEF FINANCIAL OFFICER Officer | 40 | $334,744 | $30,456 |
| DIANA L BAILEY | VICE PRESIDENT OF CLINICAL SERVICES Highest-paid employee | 40 | $226,760 | $30,966 |
| RANDY POWELL | EXECUTIVE DIRECTOR - FACILITIES Highest-paid employee | 40 | $220,309 | $24,784 |
| ANTONIO MARQUES | CHIEF INFORMATION OFFICER Highest-paid employee | 40 | $183,711 | $10,598 |
| MEREDITH JENKINS | CONTROLLER Highest-paid employee | 40 | $145,328 | $16,812 |
| THOMAS TAYLOR | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| MICHAEL WYNN | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| DUDLEY GOODLETTE | TREASURER/SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| LAURIE COWAN PHILLIPS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RICHARD GRANT | DIRECTOR (THRU 6.30.23) Trustee or director | 2 | $0 | $0 |
| CLARK HILL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LAURA HOLQUIST | DIRECTOR Trustee or director | 2 | $0 | $0 |
| THOMAS MCCANN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KAREN MOSTELLER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ELLEN WILSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JOSEPH ZACCAGNINO | DIRECTOR Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 120 MOORINGS PARK DR, NAPLES, FL 34105-2122
- In care of
- % GUENTHER GOSCH
- Principal officer (990 for 2025)
- DANIEL J LAVENDER, 120 MOORINGS PARK DRIVE, NAPLES, FL 34105
- Signed the 990
- MARY MORTON, CHIEF FINANCIAL OFFICER
- Phone
- (239) 643-9111
- Website
- WWW.MOORINGSPARK.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO PROVIDE SIMPLY THE BEST FACILITIES AND SERVICES FOR SUCCESSFUL AGING WITH PROFESSIONAL AND COMPASSIONATE CARE TO EACH PERSON WE SERVE.
Program accomplishments
- 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.Expenses $13,073,897 · grants $22,000 · revenue $13,422,433
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 | 990 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
- 65-1232040
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2006
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22)
- Assets (IRS master file)
- $214,776,399
- Income (IRS master file)
- $13,522,641
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $13,522,641 | $13,528,661 | $214,776,399 | XML |
| 990 | December 2024 | $12,567,592 | $12,591,867 | $164,378,340 | XML |
| 990 | December 2023 | $11,312,995 | $11,344,951 | $133,208,682 | XML |
| 990 | December 2022 | $10,433,092 | $10,430,183 | $752,356 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | 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 65-1232040).
Questions about MOORINGS PARK INSTITUTE INCORPORATED
- What is the EIN of MOORINGS PARK INSTITUTE INCORPORATED?
- The employer identification number (EIN) of MOORINGS PARK INSTITUTE INCORPORATED is 65-1232040.
- Is MOORINGS PARK INSTITUTE INCORPORATED tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to MOORINGS PARK INSTITUTE INCORPORATED tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does MOORINGS PARK INSTITUTE INCORPORATED 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 MOORINGS PARK INSTITUTE INCORPORATED due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MOORINGS PARK INSTITUTE INCORPORATED last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of MOORINGS PARK INSTITUTE INCORPORATED?
- The 990 for the year ended December 31, 2025 names DANIEL J LAVENDER.
- Who are the officers and directors of MOORINGS PARK INSTITUTE INCORPORATED?
- The 990 for the year ended December 31, 2025 lists 20 people; 8 received compensation from the organization, the highest $1,045,142 (DANIEL J LAVENDER, PRESIDENT/CHIEF EXECUTIVE OFFICER).
- How much revenue does MOORINGS PARK INSTITUTE INCORPORATED have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $13,522,641, expenses of $13,528,661 and total assets of $214,776,399 at year end.
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