Form 990 for tax year 2023
Filed by MOORINGS PARK INSTITUTE INCORPORATED.
Totals
- Total revenue
- $11,312,995
- Total expenses
- $11,344,951
- Contributions and grants received
- $39,127
- Grants paid
- $5,000
- Program service revenue
- $11,269,942
- Investment income
- $3,926
- Other revenue
- $0
- Total assets, end of year
- $133,208,682
- Total liabilities, end of year
- $890,434
- Net assets or fund balances, end of year
- $132,318,248
- Program services expenses (Part IX)
- $11,157,984
- Management and general expenses
- $186,967
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $11,157,984
Program services were 98.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
DANIEL J LAVENDER
PRESIDENT/CHIEF EXECUTIVE OFFICER
- Total calculated
- $649,916
- From this org
- $616,495
- From related orgs
- $0
- Other
- $33,421
- Hours/week
- 40 + 10 related
Schedule J breakdown matched by us
- Base
- $540,180
- Bonus
- $52,525
- Other
- $23,790
- Deferred
- $19,800
- Nontaxable benefits
- $13,621
- Filer's total
- $649,916
-
ROSS DICKMANN
CHIEF OPERATING OFFICER
- Total calculated
- $408,210
- From this org
- $381,276
- From related orgs
- $0
- Other
- $26,934
- Hours/week
- 40 + 10 related
Schedule J breakdown matched by us
- Base
- $327,088
- Bonus
- $31,636
- Other
- $22,552
- Deferred
- $16,026
- Nontaxable benefits
- $10,908
- Filer's total
- $408,210
-
MARY MORTON CPA
CHIEF FINANCIAL OFFICER
- Total calculated
- $365,200
- From this org
- $334,744
- From related orgs
- $0
- Other
- $30,456
- Hours/week
- 40 + 10 related
Schedule J breakdown matched by us
- Base
- $288,954
- Bonus
- $32,969
- Other
- $12,821
- Deferred
- $17,475
- Nontaxable benefits
- $12,981
- Filer's total
- $365,200
-
THOMAS MANN
VICE PRESIDENT SALES AND MARKETING
- Total calculated
- $374,248
- From this org
- $338,424
- From related orgs
- $0
- Other
- $35,824
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $282,526
- Bonus
- $54,608
- Other
- $1,290
- Deferred
- $17,466
- Nontaxable benefits
- $18,358
- Filer's total
- $374,248
-
DIANA L BAILEY
VICE PRESIDENT OF CLINICAL SERVICES
- Total calculated
- $257,726
- From this org
- $226,760
- From related orgs
- $0
- Other
- $30,966
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $202,478
- Bonus
- $14,930
- Other
- $9,352
- Deferred
- $12,608
- Nontaxable benefits
- $18,358
- Filer's total
- $257,726
-
RANDY POWELL
EXECUTIVE DIRECTOR - FACILITIES
- Total calculated
- $245,093
- From this org
- $220,309
- From related orgs
- $0
- Other
- $24,784
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $203,372
- Bonus
- $15,647
- Other
- $1,290
- Deferred
- $12,264
- Nontaxable benefits
- $12,520
- Filer's total
- $245,093
-
ANTONIO MARQUES
CHIEF INFORMATION OFFICER
- Total calculated
- $194,309
- From this org
- $183,711
- From related orgs
- $0
- Other
- $10,598
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $173,143
- Bonus
- $9,878
- Other
- $690
- Deferred
- $10,389
- Nontaxable benefits
- $209
- Filer's total
- $194,309
-
MEREDITH JENKINS
CONTROLLER
- Total calculated
- $162,140
- From this org
- $145,328
- From related orgs
- $0
- Other
- $16,812
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $136,772
- Bonus
- $8,281
- Other
- $275
- Deferred
- $8,324
- Nontaxable benefits
- $8,488
- Filer's total
- $162,140
-
THOMAS TAYLOR
CHAIR
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
MICHAEL WYNN
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
DUDLEY GOODLETTE
TREASURER/SECRETARY
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
LAURIE COWAN PHILLIPS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 6 related
-
RICHARD GRANT
DIRECTOR (THRU 6.30.23)
- Total calculated
- $0
- Hours/week
- 2
-
CLARK HILL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
LAURA HOLQUIST
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 6 related
-
THOMAS MCCANN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
KAREN MOSTELLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
ELLEN WILSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 6 related
-
JOSEPH ZACCAGNINO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 6 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 4B
- THE ORGANIZATION MAINTAINS A NONQUALIFIED DEFERRED COMPENSATION PLAN ESTABLISHED UNDER SECTION 457(F) OF THE INTERNAL REVENUE CODE FOR ITS CHIEF EXECUTIVE OFFICER, TO WHICH THE ORGANIZATION MAKES CONTRIBUTIONS. DURING THE YEAR ENDED DECEMBER 31, 2023, THE ORGANIZATION CONTRIBUTED $100,000 TO THE PLAN.
- PART I, LINE 3
- THE ORGANIZATION MAINTAINS A WRITTEN COMPENSATION PHILOSOPHY FOR ALL EMPLOYEES, INCLUDING TOP MANAGEMENT OFFICIALS, THAT ADDRESSES ALL ELEMENTS OF COMPENSATION, INCLUDING MERIT BONUSES. THE MANAGEMENT DEVELOPMENT & COMPENSATION COMMITTEE, WHICH IS INDEPENDENT WITH RESPECT TO ALL COMPENSATION DECISIONS, IS CHARGED WITH MANAGING THE PROCESS AND REPORTING TO THE BOARD. THE CHAIR OF THE BOARD IS RESPONSIBLE FOR CONDUCTING THE ANNUAL PERFORMANCE REVIEW OF THE CEO AND THE CEO IS RESPONSIBLE FOR CONDUCTING THE ANNUAL PERFORMANCE REVIEWS OF ALL OTHER TOP MANAGEMENT OFFICIALS. A MERIT BONUS FOR CERTAIN MANAGEMENT MAY BE APPROVED BASED ON PERFORMANCE CRITERIA AND GOALS. THE COMPENSATION OF EACH OF THE TOP MANAGEMENT OFFICIALS IS REVIEWED BY THE MANAGEMENT DEVELOPMENT & COMPENSATION COMMITTEE USING COMPARATIVE DATA. IN ADDITION, DURING 2023, THE MANAGEMENT DEVELOPMENT & COMPENSATION COMMITTEE RECEIVED A REPORT FROM AN INDEPENDENT COMPENSATION CONSULTANT REGARDING EXECUTIVE COMPENSATION.
- PART II, (B)(III):
- INCLUDES VESTED AMOUNTS OF CONTRIBUTIONS PREVIOUSLY MADE TO A 457(B) PLAN.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
DEDICATED TO IMPROVING THE EDUCATION, HEALTH, AND FINANCIAL STABILITY OF OUR NEIGHBORS IN COLLIER AND MONROE COUNTIES
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · OPERATES A LIFECARE COMMUNITY DESIGNED TO ACCOMMODATE PERSONS 62 YEARS OF AG · FL
-
MOORINGS PARK COMMUNITY HEALTH INC
501(C)(3) · PROVIDES HOME HEALTH SERVICES · FL
-
501(C)(3) · PROVIDES HUMAN AND FINANCIAL RESOURCES IN THE SUPPORT OF SUCCESSFUL AGING · FL
-
RIVERSIDE AT MOORINGS PARK INC
501(C)(3) · ORGANIZED FOR CHARITABLE AND/OR EDUCATIONAL PURPOSES · FL
-
MOORINGS PARK HEALTHY LIVING INC
501(C)(3) · PROVIDER OF SUCCESSFUL AGING PROGRAMS TO RESIDENTS · FL
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 26 July 2024
- IRS schema version
- 2023v5.1
- Source object
- 202432129349300308
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