2026-07-23T15:43:30-05:00 2025-12-31 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2025-01-01 452443047 MOORINGS PARK HEALTHY LIVING INC MOOR 2392611616 120 MOORINGS PARK DRIVE NAPLES FL 34105 MARY MORTON CHIEF FINANCIAL OFFICER 2392611616 2026-07-23 1 AMY CHAPMAN P00843460 4078021200 2026-07-23 2025 2025-03-06 01:10:19Z DANIEL J LAVENDER 120 MOORINGS PARK DRIVE NAPLES FL 34105 4838586 0 X WWW.MOORINGSPARK.ORG X 2011 FL TO PROVIDE SUCCESSFUL AGING PROGRAMS TO THE RESIDENTS AND THE COMMUNITY. 11 10 0 13 0 0 969012 555020 3988938 4283566 0 0 0 0 4957950 4838586 0 0 0 0 0 0 0 0 0 4864288 4818848 4864288 4818848 93662 19738 1500886 1854859 1391490 1725725 109396 129134 TO PROVIDE SUCCESSFUL AGING PROGRAMS TO THE RESIDENTS AND THE COMMUNITY. 0 0 4818848 4283566 TO PROVIDE SUCCESSFUL AGING PROGRAMS TO THE RESIDENTS AND THE COMMUNITY. 4818848 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X MARY MORTON 2392611616 134 MOORINGS PARK RRIVE NAPLES FL 34105 DANIEL J LAVENDER PRESIDENT/CHIEF EXECUTIVE OFFICER 2.00 48.00 X X 0 1045142 34995 LAURIE COWAN PHILLIPS CHAIR 2.00 8.00 X X 0 0 0 LAURA HOLQUIST SECRETARY/TREASURER (THRU 06.30.25) 2.00 8.00 X X 0 0 0 SCOTT POWDER SECRETARY/TREASURER (AS OF 07.1.25) 2.00 6.00 X X 0 0 0 JOSEPH ZACCAGNINO DIRECTOR 2.00 8.00 X 0 0 0 JEFFREY FRIDKIN DIRECTOR 2.00 6.00 X 0 0 0 MICHAEL HOLE DIRECTOR 2.00 6.00 X 0 0 0 KAYDA JOHNSON DIRECTOR (THRU 06.30.25) 2.00 6.00 X 0 0 0 KAMELA PATTON DIRECTOR (THRU 06.30.25) 2.00 4.00 X 0 0 0 RUSSELL BUDD DIRECTOR 2.00 4.00 X 0 0 0 ANDREW SOLIS DIRECTOR 2.00 4.00 X 0 0 0 KATHLEEN GRIFFITH DIRECTOR (AS OF 07.1.25) 2.00 4.00 X 0 0 0 KAREN MOSTELLER DIRECTOR (AS OF 07.1.25) 2.00 6.00 X 0 0 0 WILLIAM STEINMETZ DIRECTOR (AS OF 07.1.25) 2.00 4.00 X 0 0 0 MARY MORTON CPA CHIEF FINANCIAL OFFICER 2.00 48.00 X 0 420060 34151 KATY KURILI CHIEF OPERATING OFFICER 2.00 48.00 X 0 380523 31921 0 1845725 101067 0 0 1 0 NCH HEALTHCARE SYSTEM PO BOX 413001 NAPLES FL 34101 CONCIERGE MEDICINE SERVICES 3552922 1 555020 555020 HEALTH SERVICES 623000 4283566 4283566 4283566 4838586 4283566 0 0 X 150000 150000 4122149 4122149 312499 312499 SUPPLIES 231523 231523 ANCILLARY EXPENSES 2677 2677 4818848 4818848 0 0 55125 5686 1445761 1849173 1500886 1854859 1358666 1700721 32824 25004 1391490 1725725 X 109396 129134 109396 129134 1500886 1854859 19738 0 X X 0 1 X 1 0 X X X 4 MOORINGS PARK COMMUNITY HEALTH 651232037 10 1 0 0 RIVERSIDE AT MOORING PARKINCORPORATED 263512448 7 1 0 0 MOORINGS PARK FOUNDATION INC 263631295 8 1 0 0 THE MOORINGS INCORPORATED 591834357 10 1 0 0 4 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 PART I, LINE 12G, (VI) THE ORGANIZATION PROVIDES SUCCESSFUL AGING PROGRAMS TO THE RESIDENTS OF ITS SUPPORTED ORGANIZATIONS AND THE COMMUNITY. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE FROM AFFILIATES 1849173 1849173 DUE TO AFFILIATES 25004 25004 X X X X X 0 1 0 0 0 0 0 0 0 DANIEL J LAVENDER PRESIDENT/CHIEF EXECUTIVE OFFICER 0 593573 0 67470 0 384099 0 21000 0 13995 0 1080137 0 0 MARY MORTON CPA CHIEF FINANCIAL OFFICER 0 339284 0 65739 0 15037 0 20156 0 13995 0 454211 0 0 KATY KURILI CHIEF OPERATING OFFICER 0 329830 0 32059 0 18634 0 17926 0 13995 0 412444 0 0 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, 2025, 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 2025, 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. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION DELEGATED CONTROL OVER MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF OFFICERS, DIRECTORS, TRUSTEES OR KEY EMPLOYEES TO THE MOORINGS PARK INSTITUTE, INC. (EIN# 65-1232040), A RELATED ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY CLA WITH INFORMATION PROVIDED BY THE FINANCE DEPARTMENT OF THE MOORINGS PARK INSTITUTE, INC. MANAGEMENT REVIEWS THE 990 AND PROVIDES A COPY TO THE AUDIT COMMITTEE, FOR APPROVAL, PRIOR TO PRESENTATION IN DRAFT TO THE BOARD MEMBERS OF THE MOORINGS PARK INSTITUTE, INC. UPON BOARD APPROVAL, THE 990 IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY, THE TERM "CONFLICT OF INTEREST" SHALL MEAN AN ACTUAL OR PERCEIVED INTEREST OF A KEY EMPLOYEE OR DIRECTOR IN AN ACTION OF THE MOORINGS PARK INSTITUTE, INCORPORATED THAT WOULD RESULT IN, OR HAS THE APPEARANCE OF RESULTING IN, PERSONAL OR PROFESSIONAL GAIN OR LOSS FOR THE KEY EMPLOYEE OR DIRECTOR. IF AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST EXISTS AS TO A KEY EMPLOYEE OR DIRECTOR, HE OR SHE SHALL DISCLOSE THE EXISTENCE OF THE CONFLICT OF INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD. AFTER SUCH DISCLOSURE, THE DISINTERESTED DIRECTORS SHALL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. EACH YEAR, EACH KEY EMPLOYEE AND DIRECTOR IS REQUIRED TO SIGN A NEW CONFLICT OF INTEREST DISCLOSURE STATEMENT. IN ADDITION, THE BOARD MINUTES REFLECT THE DISCLOSURE OF ANY REAL OR PERCEIVED CONFLICT. THE HUMAN RESOURCES DEPARTMENT MONITORS THIS POLICY ON AN ONGOING BASIS. FORM 990, PART VI, SECTION B, LINE 15 OUTSIDE CONSULTANTS ARE USED ON A REGULAR AND RECURRING BASIS. THE OUTSIDE CONSULTANT, KORN FERRY, WAS USED BEGINNING IN 2008 AND WAS USED AGAIN IN 2012, 2017, 2021, 2022, 2023 AND 2025. THE CONSULTANTS ARE USED WHEN MAJOR EXECUTIVE CONTRACTS ARE MODIFIED OR CHANGED. DURING THE INTERIM YEARS THE ORGANIZATION OBTAINS THE LEADINGAGE-CEMO LEADERSHIP COMPENSATION SURVEY TO MONITOR COMPENSATION TRENDS. THE MANAGEMENT DEVELOPMENT & COMPENSATION COMMITTEE (MADE UP OF 4 MEMBERS) DOCUMENTS THE FINDINGS. THE AUDIT COMMITTEE AND THE FULL BOARD REVIEW AND APPROVE CONTRACTS PRIOR TO SIGNING. COMPARABILITY DATA FROM SIMILAR EXEMPT ORGANIZATIONS ARE ALSO CONSIDERED. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING FEES: PROGRAM SERVICE EXPENSES 4,122,149. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,122,149. PART XII, LINE 2C ALTHOUGH NO AUDIT IS PERFORMED FOR THE INDIVIDUAL ORGANIZATION, THE CONSOLIDATED FINANCIAL STATEMENTS OF THE MOORINGS PARK INSTITUTE, INC AND SUBSIDIARIES, WHICH INCLUDES THIS ORGANIZATION AND THE RELATED ENTITIES LISTED ON SCHEDULE R, ARE AUDITED ANNUALLY BY AN INDEPENDENT AUDITOR. THE AUDITED FINANCIAL STATEMENTS ARE THEN POSTED IN THE CLUBHOUSE. FORM 990 PART VII: SECTION A, COLUMN B TIME DEVOTED TO THE MOORINGS, INC. - EIN# 59-1834357 NAME TITLE HRS/WK DEVOTED DANIEL J. LAVENDER PRESIDENT/CHIEF EXECUTIVE OFFICER 2.00 LAURIE COWAN PHILLIPS CHAIR 2.00 LAURA HOLQUIST SECRETARY/TREASURER 2.00 SCOTT POWDER SECRETARY/TREASURER 2.00 JOSEPH ZACCAGNINO DIRECTOR 2.00 JEFFREY FRIDKIN DIRECTOR 2.00 MICHAEL HOLE DIRECTOR 2.00 KAYDA JOHNSON DIRECTOR 2.00 KAMELA PATTON DIRECTOR 2.00 RUSSELL BUDD DIRECTOR 2.00 ANDREW SOLIS DIRECTOR 2.00 KATHLEEN GRIFFITH DIRECTOR 2.00 KAREN MOSTELLER DIRECTOR 2.00 WILLIAM STEINMETZ DIRECTOR 2.00 MARY MORTON, CPA CHIEF FINANCIAL OFFICER 2.00 KATY KURILI CHIEF OPERATING OFFICER 2.00 FORM 990 PART VII: SECTION A, COLUMN B TIME DEVOTED TO THE MOORINGS PARK INSTITUTE, INC. - EIN# 65-1232040 NAME TITLE HRS/WK DEVOTED DANIEL J. LAVENDER PRESIDENT/CHIEF EXECUTIVE OFFICER 40.00 LAURIE COWAN PHILLIPS SECRETARY 2.00 LAURA HOLQUIST TREASURER 2.00 JOSEPH ZACCAGNINO DIRECTOR 2.00 JEFFREY FRIDKIN DIRECTOR 2.00 MICHAEL HOLE DIRECTOR 2.00 KAYDA JOHNSON DIRECTOR 2.00 SCOTT POWDER DIRECTOR 2.00 MARY MORTON, CPA CHIEF FINANCIAL OFFICER 40.00 KATY KURILI CHIEF OPERATING OFFICER 40.00 FORM 990 PART VII: SECTION A, COLUMN B TIME DEVOTED TO MOORINGS PARK COMMUNITY HEALTH, INC. - EIN# 65-1232037 NAME TITLE HRS/WK DEVOTED DANIEL J. LAVENDER PRESIDENT/CHIEF EXECUTIVE OFFICER 2.00 LAURIE COWAN PHILLIPS CHAIR 2.00 LAURA HOLQUIST SECRETARY/TREASURER 2.00 SCOTT POWDER SECRETARY/TREASURER 2.00 JOSEPH ZACCAGNINO DIRECTOR 2.00 JEFFREY FRIDKIN DIRECTOR 2.00 MICHAEL HOLE DIRECTOR 2.00 KAYDA JOHNSON DIRECTOR 2.00 KAMELA PATTON DIRECTOR 2.00 RUSSELL BUDD DIRECTOR 2.00 ANDREW SOLIS DIRECTOR 2.00 KATHLEEN GRIFFITH DIRECTOR 2.00 KAREN MOSTELLER DIRECTOR 2.00 WILLIAM STEINMETZ DIRECTOR 2.00 MARY MORTON, CPA CHIEF FINANCIAL OFFICER 2.00 KATY KURILI CHIEF OPERATING OFFICER 2.00 FORM 990 PART VII: SECTION A, COLUMN B TIME DEVOTED TO MOORINGS PARK FOUNDATION, INC. - EIN# 26-3631295 NAME TITLE HRS/WK DEVOTED DANIEL J. LAVENDER PRESIDENT/CHIEF EXECUTIVE OFFICER 2.00 MARY MORTON, CPA CHIEF FINANCIAL OFFICER 2.00 KATY KURILI CHIEF OPERATING OFFICER 2.00 FORM 990 PART VII: SECTION A, COLUMN B TIME DEVOTED TO RIVERSIDE AT MOORINGS PARK, INC. - EIN# 26-3512448 NAME TITLE HRS/WK DEVOTED DANIEL J. LAVENDER PRESIDENT/CHIEF EXECUTIVE OFFICER 2.00 LAURIE COWAN PHILLIPS SECRETARY 2.00 LAURA HOLQUIST TREASURER 2.00 JOSEPH ZACCAGNINO DIRECTOR 2.00 KAREN MOSTELLER DIRECTOR 2.00 MARY MORTON, CPA CHIEF FINANCIAL OFFICER 2.00 KATY KURILI CHIEF OPERATING OFFICER 2.00 THE MOORINGS INCORPORATED 120 MOORINGS PARK DRIVE NAPLES FL 34105 591834357 TO PROVIDE FACILITIES, SERVICES, AND PROGRAMS FOR SUCCESSFUL AGING FL 501(C)(3) LINE 10 0 MOORINGS PARK COMMUNITY HEALTH INC 120 MOORINGS PARK DRIVE NAPLES FL 34105 651232037 PROVIDES HOME HEALTH SERVICES FL 501(C)(3) LINE 10 0 MOORINGS PARK FOUNDATION INC 120 MOORINGS PARK DRIVE NAPLES FL 34105 263631295 PROVIDES HUMAN AND FINANCIAL RESOURCES IN THE SUPPORT OF SUCCESSFUL AGING FL 501(C)(3) LINE 8 0 THE MOORINGS PARK INSTITUTE INC 120 MOORINGS PARK DRIVE NAPLES FL 34105 651232040 TO PROVIDE MANAGEMENT SERVICES FL 501(C)(3) LINE 12B, II 0 RIVERSIDE AT MOORINGS PARK INC 120 MOORINGS PARK DRIVE NAPLES FL 34105 263512448 ORGANIZED FOR CHARITABLE AND/OR EDUCATIONAL PURPOSES FL 501(C)(3) LINE 7 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0