Moorings Park Institute Incorporated
Donations deductibleMoorings Park Institute Incorporated's network
14 people10 organisationsi14 people and 10 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (14). Violet dotted lines (31) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
14 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 10 voting members of its governing body on its latest Form 990 Part VI; we list 14 in Part VII (Part VII does not always name every voting member).| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Thomas Taylor Chair | Chair | 2018 | 8 yrs |
| Clark Hill | Vice Chair (As of 7.1.24) | 2019 | 7 yrs |
| Daniel J Lavender | President/Chief Executive Officer | 2018 | 8 yrs |
| Dr John R Little (also filed as Dr John Little) | Emeritus (As of 7.1.24) | 2018 | 8 yrs |
| Dudley Goodlette | Treasurer/Secretary (Thru 6.30.24) | 2018 | 8 yrs |
| Ellen Wilson | Director (Thru 6.30.24) | 2020 | 6 yrs |
| Jeffrey Fridkin | Director (As of 7.1.24) | 2024 | 2 yrs |
| Joseph Zaccagnino | Director | 2021 | 5 yrs |
| Karen Mosteller | Director (Thru 6.30.24) | 2019 | 7 yrs |
| Laura Holquist | Treasurer (As of 7.1.24) | 2023 | 3 yrs |
| Laurie Cowan Phillips | Secretary (As of 7.1.24) | 2018 | 8 yrs |
| Michael Hole | Director (As of 7.1.24) | 2024 | 2 yrs |
| Michael Wynn | Vice Chair (Thru 6.30.24) | 2018 | 8 yrs |
| Thomas McCann | Director | 2022 | 4 yrs |
Officers and senior leadership
18 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Antonio Marques | Chief Information Officer | since 2020 |
| Barbara Platt | Software Engineer | since 2018 |
| Diana L Bailey | Vice President of Clinical Services | since 2018 |
| Jessica Brinkert | Executive Dir. of Successful Aging | 2024 |
| Katy Kurili as of 92324 | Chief Operating Officer | 2024 |
| Larisa Zadorecky | Vice President of Human Resources | since 2018 |
| Maria T Isaza Flanagan | Chief Information Officer | since 2018 |
| Mary Morton CPA | Chief Financial Officer | since 2018 |
| Meredith Jenkins | Controller | since 2021 |
| Meredith Vaughan-Thompson | Controller | 2020 |
| Randy Powell | Executive Director - Facilities | since 2022 |
| Renee Drake Forte | Vice President of Human Resources | 2022 |
| Ross Dickmann | Vice President of Operations | since 2018 |
| Ross Dickmann Thru 123124 | Chief Operating Officer | 2024 |
| Stevan Brinkert | Vice President of Resident Services | since 2018 |
| Thomas Mann | Vice President Sales and Marketing | since 2020 |
| Tony Marques | Chief Information Officer | 2019 |
| Valerie Klan | Vice President of Human Resources | since 2020 |
Pay and hours
year to 31 December 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Daniel J Lavender | President/Chief Executive Officer | 40 | $1m | $35k | |
| Mary Morton CPA | Chief Financial Officer | 40 | $420k | $34k | |
| Thomas Mann | VP - Sales and Marketing | 40 | $386k | $34k | |
| Katy Kurili | Chief Operating Officer | 40 | $381k | $32k | |
| Antonio Marques | VP - Technology Operations | 40 | $203k | $11k | |
| Jessica Eller | Executive Director - Truespan | 40 | $195k | $26k | |
| Meredith Jenkins | Controller | 40 | $165k | $18k | |
| Julie Lloyd | Executive Director - Human Resources | 40 | $150k | $12k | |
| Thomas Taylor | Chair (Thru 6.30.25) | 2 | $0 | ||
| Clark Hill | Chair (As of 7.1.25) | 2 | $0 | ||
| Laurie Cowan Phillips | Secretary | 2 | $0 | ||
| Laura Holquist | Treasurer | 2 | $0 | ||
| Thomas McCann | Director (Thru 6.30.25) | 2 | $0 | ||
| Dr John Little | Emeritus (Thru 6.30.25) | 2 | $0 | ||
| Ellen Wilson | Director | 2 | $0 | ||
| Joseph Zaccagnino | Director | 2 | $0 | ||
| Jeffrey Fridkin | Director | 2 | $0 | ||
| Michael Hole | Director | 2 | $0 | ||
| Kayda Johnson | Director (As of 07.1.25) | 2 | $0 | ||
| Scott Powder | Director (As of 07.1.25) | 2 | $0 |
About
- Legal name
- Moorings Park Institute Incorporated
- EIN
- 651232040
- Address
- 134 Moorings Park Dr, Naples, FL, 34105-2122
- State
- Florida
- Mission
- To provide simply the best facilities and services for successful aging with professional and compassionate care to each person we serve. (as filed on the Form 990)
- Activity (NTEE)
- L22 Housing and shelter
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Housing & Shelter
- Size band
- 9 (IRS master file code)
- Formed
- 2004
- Principal officer
- Daniel J Lavender (as named on the Form 990)
- IRS ruling date
- 1 March 2006
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2024
- IRS Publication 78
- SOUNK (contributions deductible)
Most connected
Related organisations (Schedule R)
RelatedOPERATES A LIFECARE COMMUNITY DESIGNED TO ACCOMMODATE PERSONS 62 YEARS OF AGThe Moorings IncRelatedPROVIDES HOME HEALTH SERVICESMoorings Park Community Health IncRelatedPROVIDES HUMAN AND FINANCIAL RESOURCES IN THE SUPPORT OF SUCCESSFUL AGINGMoorings Park Foundation IncRelatedORGANIZED FOR CHARITABLE AND/OR EDUCATIONAL PURPOSESRiverside at Moorings Park Inc
Longest observed on the filings
≥8years on the filingsThomas Taylor
≥8years on the filingsDaniel J Lavender
≥8years on the filingsDr John R Little
≥8years on the filingsDudley Goodlette
Latest return
year to 31 December 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2025. US dollars, as filed.- Total assets
- $214.8m
- Total liabilities
- $1m
- Net assets or fund balances
- $213.7m
- Contributions and grants received
- $97k
- Program service revenue
- $13.4m
- Grants and similar paid out
- $22k
- Employees
- 79
- Volunteers
- 12
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $12.6m | $12.6m | Deficit $24k |
As filed on the IRS Form 990. US dollars.
Grants paid
4 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| The Education Foundation of Collier County Inc | Golden apple sponsorship 2025 | $10k |
| Southwest Florida CEO Inc | Presenting showcase sponsor | $5k |
| Alzheimer's Support Network Inc | Elephant fest 2025 advertising | $4k |
| Alzheimer's Disease and Related Disorders Association Inc | 2024 naples, collier county walk to end alzheimer's sponsorship | $4k |