Skip to content
Nonprofiteer
← All organizations

SOUTHWEST FLORIDA RETIREMENT CENTER

EIN 59-1931148 VENICE, FL

Browse the largest nonprofits in Florida

Revenue 2024
$34,605,424
Expenses 2024
$33,172,146

Program services were 90.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
P750
Classification
1000
Street
920 TAMIAMI TRL S

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

3 other organizations in the IRS Business Master File list the same street address. matched by us

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

Mission and programs · 2024

Mission

AFFILIATED WITH THE EVANGELICAL LUTHERAN CHURCH IN AMERICA, WE ARE A CCRC COMMITTED TO SHARING GOD'S LOVE BY PROMOTING INDIVIDUAL GROWTH AND DIGNITY, ENHANCING THE QUALITY OF LIFE AND MEETING THE HUMAN AND SPIRITUAL NEEDS OF OUR RESIDENT'S, STAFF AND COMMUNITY.

Activities or mission (Part I)

PROVIDE HOUSING, HEALTHCARE, PROMOTE HEALTH & WELLNESS AS WELL AS RELATED SERVICES TO SENIORS.

  • VILLAGE ON THE ISLE PROVIDES FOR INDEPENDENT LIVING APARTMENTS AND SERVICES TO 300 RESIDENTS IN 228 APARTMENTS & 6 COTTAGES. THE ORGANIZATION ALSO PROVIDED ASSISTED LIVING APARTMENTS AND SERVICES FOR 61 RESIDENTS IN 64 APARTMENTS.

    Expenses $22,220,446 · Grants $22,829 · Revenue $23,802,212

  • THE ORGANIZATION PROVIDED SKILLED NURSING SERVICES TO THE ELDERLY IN THE 64 BED LICENSED NURSING HOME.

    Expenses $7,819,325 · Revenue $8,375,945

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Douglas Feller

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $387,945
    From this org
    $375,393
    From related orgs
    $0
    Other
    $12,552
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $300,393
    Bonus
    $75,000
    Other
    $0
    Deferred
    $1,500
    Nontaxable benefits
    $11,052
    Filer's total
    $387,945

  • Kathleen Rogers

    CHIEF FINANCIAL OFFICER

    Total calculated
    $277,233
    From this org
    $265,040
    From related orgs
    $0
    Other
    $12,193
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $222,998
    Bonus
    $42,042
    Other
    $0
    Deferred
    $1,500
    Nontaxable benefits
    $10,693
    Filer's total
    $277,233

  • Beverly Day

    SALES & MARKETING DIRECTOR

    Total calculated
    $227,561
    From this org
    $217,197
    From related orgs
    $0
    Other
    $10,364
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $90,256
    Bonus
    $126,941
    Other
    $0
    Deferred
    $1,500
    Nontaxable benefits
    $8,864
    Filer's total
    $227,561

  • James Marshall

    HEALTH CENTER DIRECTOR

    Total calculated
    $184,359
    From this org
    $173,747
    From related orgs
    $0
    Other
    $10,612
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $152,081
    Bonus
    $21,666
    Other
    $0
    Deferred
    $1,500
    Nontaxable benefits
    $9,112
    Filer's total
    $184,359

  • Kera Literal

    DIRECTOR OF NURSING

    Total calculated
    $169,504
    From this org
    $159,001
    From related orgs
    $0
    Other
    $10,503
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $139,310
    Bonus
    $19,691
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $10,503
    Filer's total
    $169,504

  • Karen Madden

    DIRECTOR OF COMMUNITY ENGAGEMENT

    Total calculated
    $153,484
    From this org
    $141,312
    From related orgs
    $0
    Other
    $12,172
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $126,358
    Bonus
    $14,954
    Other
    $0
    Deferred
    $1,500
    Nontaxable benefits
    $10,672
    Filer's total
    $153,484

  • Mark Montgomery

    CULINARY DIRECTOR

    Total calculated
    $145,837
    From this org
    $135,403
    From related orgs
    $0
    Other
    $10,434
    Hours/week
    45

  • Tom Hanks

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Mark Bogart

    VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    2

  • Christine Puthoff

    SECRETARY

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Michael Harkins

    TREASURER

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Rev Ashley Nicolls

    MEMBER-AT-LARGE

    Total calculated
    $0
    Hours/week
    2

  • Albert Gutierrez

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Rev Dr Donald Hillerich

    TREASURER

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Rev Dr Robert Mursch

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Rande Yeager

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Karen Storey

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Rev Jeff Gros

    TRUSTEE (BISHOP REP)

    Total calculated
    $0
    Hours/week
    2

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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $34,605,424
    Expenses
    $33,172,146
    Contributions
    $528,859
    Grants paid
    $22,829
  • 2023
    Revenue
    $36,598,123
    Expenses
    $32,041,994
    Contributions
    $4,596,504
    Grants paid
    $29,376
  • 2022
    Revenue
    $31,772,151
    Expenses
    $32,032,126
    Contributions
    $1,561,283
    Grants paid
    $23,739

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2024 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

  • 2023 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

  • 2022 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

  • 2021 · 990

    Revenue
    $33,789,204
    Expenses
    $30,212,541
    Assets (EOY)
    $167,343,931

  • 2021 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

  • 2020 · 990

    Revenue
    $28,386,314
    Expenses
    $30,727,651
    Assets (EOY)
    $166,970,290

  • 2020 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

  • 2019 · 990

    Revenue
    $24,552,468
    Expenses
    $23,332,814
    Assets (EOY)
    $168,713,833

  • 2018 · 990

    Revenue
    $22,770,609
    Expenses
    $22,064,320
    Assets (EOY)
    $145,637,475

  • 2017 · 990

    Revenue
    $21,965,678
    Expenses
    $21,132,293
    Assets (EOY)
    $141,193,474

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

Declared as related by

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 9 November 2026 and read 9 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.