The Moorings Park Institute Incorporated

Nonprofit profile at a glance

EIN
651232040
IRS 990 coverage
2010–2025
Forms available
Form 990 2025
Location
Naples, FL, USA
Phone
2396439111
Rating
88
Verdict
STRONG
Rating confidence
Moderate
Sector
Senior Citizens' Housing/Retirement Communities

Official website

Reported finances

Revenue
$13,522,641
Expenses
$13,528,661
Assets
$214,776,399
Liabilities
$1,035,447

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

Leadership & pay

20 people listed

Executive titles in this filing

  • DANIEL J LAVENDER (PRESIDENT/CHIEF EXECUTIVE OFFICER)
  • JESSICA ELLER (EXECUTIVE DIRECTOR - TRUESPAN)
  • JULIE LLOYD (EXECUTIVE DIRECTOR - HUMAN RESOURCES)

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
  • THOMAS MANN (VP - SALES AND MARKETING): $419,424 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 and services for successful aging with professional and compassionate care to each person we serve.

What it reported doing in 2025

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.

Operating model

Revenue model
Earned-program. 99% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% 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. Expenses are high relative to revenue and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 86
  • Transparency & Controls: 91
  • Accountability: 94
  • Sustainability: 48
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 96.7%; rating input score 97
  • Program expense ratio: 96.6%; rating input score 97
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th 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; 76th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 90%; rating input score 90; 19th 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: -0%; rating input score 21; 21st percentile among comparable filings
  • Total-asset coverage ratio: 15.88; rating input score 90; 90th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 91; 91st percentile among comparable filings
  • Officer compensation ratio: 23.2%; rating input score 4; 4th percentile among comparable filings

Growth

  • Program expense growth: 10.2% per year; rating input score 100; 68th percentile among comparable filings
  • Revenue growth: 11.1% per year; rating input score 100; 77th percentile among comparable filings
  • Asset growth: 30.7% per year; rating input score 100; 96th percentile among comparable filings

Details

  • Where the money goes: 96.7% of revenue deployed · 96.6% of spending went to programs
  • Governance: 9 of 10 board members independent · 9 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $13.1M in reported program spending
  • Leadership: top reported pay $1.1M · 20 people listed · 5 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $2.9M reported
  • Consistency: 29 of 29 current checks pass
  • Schedules: 7 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: 12 filed money-flow records
  • Related organizations: 9 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: Operating margin scored 21/100.
  • High — Sustainability: Officer compensation ratio scored 4/100.