Moorings Park Communities
Legal name: The Moorings Incorporated
Nonprofit profile at a glance
- EIN
- 591834357
- IRS 990 coverage
- 2010–2025
- Official website data refreshed
- Sep 2026
- Forms available
- Form 990 2025
- Location
- Naples, FL, USA
- Phone
- 2396439111
- Rating
- 86
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Supportive Housing for Older Adults
Reported finances
- Revenue
- $172,456,309
- Expenses
- $152,868,348
- Assets
- $1,298,319,485
- Liabilities
- $1,184,795,332
Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
21 people listed
Executive titles in this filing
- DANIEL LAVENDER (PRESIDENT/CHIEF EXECUTIVE OFFICER)
- JESSICA SHORT (EXECUTIVE DIRECTOR - MPOC)
- CELESTE LYNCH (EXECUTIVE DIRECTOR - MPGL)
- KAYLA CRAWFORD (EXECUTIVE DIRECTOR - MPGO)
Highest reported compensation
- DANIEL 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 provide simply the best facilities, services and programs for successful aging with professional and compassionate care to each person we serve. Many of our homes and centers are LEED Silver certified by the U.S. Green Building Council (USGBC), a green-home certification program that rewards those that are designed and built to be energy and resource-efficient, thereby making them healthier and more durable for residents. Moorings Park Communities also proudly notes its Social Accountability Program, designed to identify and improve unmet needs in Southwest Florida. As such, we support dozens of community health initiatives by distributing grants to local non-profit and public health agencies. Our Mission BOARD MEMBERS EXECUTIVE TEAM foundation Awards.
What it reported doing in 2025
The moorings, incorporated d/b/a moorings park is a life care retirement community designed to accommodate persons 62 years of age or older. It consists of 696 independent living residences, 133 assisted living suites, and a 106-bed skilled nursing facility.
Operating model
- Revenue model
- Earned-program. 91% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 89% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Liabilities are high compared with assets.
Rating breakdown
- Financial Efficiency: 78
- Transparency & Controls: 91
- Accountability: 95
- Sustainability: 69
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 82.8%; rating input score 83
- Program expense ratio: 96%; rating input score 96
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 66th 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: 99.9%; rating input score 100; 55th percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 90.9%; rating input score 91; 20th 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: 11.4%; rating input score 74; 74th percentile among comparable filings
- Total-asset coverage ratio: 8.49; rating input score 84; 84th percentile among comparable filings
- Liabilities to assets ratio: 0.91; rating input score 6; 6th percentile among comparable filings
- Officer compensation ratio: 0.9%; rating input score 78; 78th percentile among comparable filings
Growth
- Program expense growth: 7.9% per year; rating input score 100; 59th percentile among comparable filings
- Revenue growth: 7.8% per year; rating input score 100; 61st percentile among comparable filings
- Asset growth: 9.5% per year; rating input score 100; 65th percentile among comparable filings
Details
- What they do: 1 operating location identified
- Where the money goes: 82.8% of revenue deployed · 96% of spending went to programs
- Governance: 10 of 11 board members independent · 9 of 9 filing controls reported
- Programs: 1 filed program accomplishment · $146.7M in reported program spending
- Leadership: top reported pay $1.1M · 21 people listed · 5 of 6 pay-setting controls reported
- Highest-paid contractors: 5 contractors listed · $57.2M reported
- Consistency: 33 of 33 current checks pass
- Schedules: 8 filed schedules · includes major donors, grants, and executive pay
- Filing history: 16 filing years from 2010 to 2025
- Contacts: How to reach this organization
- Money network: 11 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.
- High — Sustainability: Liabilities to assets ratio scored 6/100.