Riverside at Moorings Park Inc

Nonprofit profile at a glance

EIN
263512448
IRS 990 coverage
2015–2025
Forms available
Form 990 2025, Form 990-N 2014
Location
Naples, FL, USA
Phone
2392611616
Rating
77
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Senior Citizens' Housing/Retirement Communities

Official website

Reported finances

Revenue
$5,819,903
Expenses
$2,651,868
Assets
$93,853,227
Liabilities
$3,337,311

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

9 people listed

Executive titles in this filing

  • DANIEL J LAVENDER (PRESIDENT/CHIEF EXECUTIVE OFFICER)

Highest reported compensation

  • DANIEL J LAVENDER (PRESIDENT/CHIEF EXECUTIVE OFFICER): $1,080,137 total reported compensation
  • MARY MORTON CPA (CHIEF FINANCIAL OFFICER): $454,211 total reported compensation
  • KATY KURILI (CHIEF OPERATING OFFICER): $412,444 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To establish, own and administer residential property designed to accommodate the physical, social, spiritual, emotional, recreational and other similar needs of aged persons; develop resources to enhance and support programs for the specialized needs of aged persons; participate, so far as circumstances warrant, in any activity designed and carried on to promote the general mental, physical and spiritual health of the residents of the community served and securing, raising and arranging capital to provide for the development, implementation and support of such facilities, programs and services consistent with purposes of the organization.

What it reported doing in 2025

Organized for charitable and/or educational purposes.

Operating model

Revenue model
Affiliate-supported. 61% of the money available for current operations came from contributions from related organizations.
Distribution model
Grant intermediary. The nonprofit sent 70% of its reported program spending out as grants.

The verdict

SUPPORTED - The filed numbers largely add up and a large share of total spending goes to programs. A relatively small share of available resources goes toward mission work and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 61
  • Transparency & Controls: 91
  • Accountability: 90
  • Sustainability: 87
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 51.1%; rating input score 51
  • Program expense ratio: 98.3%; rating input score 98
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 5 of 6 controls in place; rating input score 83
    • Compensation committee: Pass
    • Independent consultant: Pass
    • Other Form 990s reviewed: Pass
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 75th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 83.3%; rating input score 83; 17th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 54.4%; rating input score 92; 92nd percentile among comparable filings
  • Total-asset coverage ratio: 35.39; rating input score 98; 98th percentile among comparable filings
  • Liabilities to assets ratio: 0.04; rating input score 65; 65th percentile among comparable filings
  • Officer compensation ratio: 3.8%; rating input score 65; 65th percentile among comparable filings

Growth

  • Program expense growth: 12.4% per year; rating input score 100; 68th percentile among comparable filings
  • Revenue growth: -18.9% per year; rating input score 0; 1st percentile among comparable filings
  • Asset growth: 9.9% per year; rating input score 100; 57th percentile among comparable filings

Details

  • Where the money goes: 51.1% of revenue deployed · 98.3% of spending went to programs
  • Governance: 5 of 6 board members independent · 9 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $2.6M in reported program spending
  • Leadership: top reported pay $1.1M · 9 people listed · 5 of 6 pay-setting controls reported
  • Consistency: 22 of 22 current checks pass
  • Schedules: 7 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 11 filing years from 2015 to 2025
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Related organizations: 11 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Financial Efficiency: Mission deployment rate scored 51/100.
  • High — Growth: Revenue growth scored 0/100.