2026-07-23T15:41:44-05:00 2025-12-31 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2025-01-01 651232037 MOORINGS PARK COMMUNITY HEALTH INC MOOR 2396439111 120 MOORINGS PARK DRIVE NAPLES FL 34105 MARY MORTON CHIEF FINANCIAL OFFICER 2392632111 2026-07-23 1 AMY CHAPMAN P00843460 4078021200 2026-07-23 2025 2025-03-06 01:10:19Z MARY MORTON 120 MOORINGS PARK DRIVE NAPLES FL 34105 12330064 0 X WWW.MOORINGSPARK.ORG X 2004 FL TO PROVIDE SIMPLY THE BEST FACILITIES, SERVICES, AND PROGRAMS FOR SUCCESSFUL AGING. 11 10 351 13 0 0 5534 0 12769460 12330064 0 0 0 0 12774994 12330064 0 0 0 0 10523680 10054298 0 0 0 1747936 1628116 12271616 11682414 503378 647650 2094330 1702099 2444204 1404323 -349874 297776 TO PROVIDE SIMPLY THE BEST FACILITIES, SERVICES AND PROGRAMS FOR SUCCESSFUL AGING WITH PROFESSIONAL AND COMPASSIONATE CARE TO EACH PERSON WE SERVE. 0 0 11682414 12330064 TO PROVIDE HOME HEALTH AND OTHER RELATED SERVICES TO RESIDENTS AND THE COMMUNITY. MOORINGS PARK COMMUNITY HEALTH, INCORPORATED IS PART OF A LIFE CARE RETIREMENT COMMUNITY. IT CONSISTS OF 696 INDEPENDENT LIVING RESIDENCES, 133 ASSISTED LIVING SUITES, AND A 106-BED SKILLED NURSING FACILITY. 11682414 1 0 0 0 0 0 0 0 0 0 0 0 0 0 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 0 351 1 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 DRIVE 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 SCOTT POWDER SECRETARY/TREASURER (AS OF 7.1.25) 2.00 6.00 X X 0 0 0 LAURA HOLQUIST SECRETARY/TREASURER (THRU 06.30.25) 2.00 8.00 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 7.1.25) 2.00 4.00 X 0 0 0 KAREN MOSTELLER DIRECTOR (AS OF 7.1.25) 2.00 4.00 X 0 0 0 WILLIAM STEINMETZ DIRECTOR (AS OF 7.1.25) 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 DJUNA R ALDERUCCIO ADMINISTRATOR, HHA 40.00 0.00 X 164706 0 17540 GREG BEAUGEZ COMMUNITY LIAISON 40.00 0.00 X 127223 0 19949 CHINTAN MUNIM MANAGER - QUALITY IMPROVEMENT 40.00 0.00 X 117596 0 26226 VIOLETA ALVAREZ CASE MANAGER 40.00 0.00 X 105162 0 6414 MARY STERLING DIRECTOR CLINICAL SERV 40.00 0.00 X 103270 0 9505 617957 1845725 180701 11 0 1 0 0 HEALTH SERVICES 621610 12330064 12330064 12330064 12330064 12330064 0 0 8211239 8211239 271654 271654 959719 959719 611686 611686 142285 142285 18688 18688 164642 164642 105225 105225 2347 2347 903322 903322 PROV. FOR CREDIT LOSSES 185622 185622 SUPPLIES 39659 39659 EQUIPMENT RENTAL & MAIN 24043 24043 LICENSES & FEES 17195 17195 25088 25088 11682414 11682414 0 0 421369 106597 1580856 1508752 92105 86750 2094330 1702099 966873 687557 1477331 716766 2444204 1404323 X -349874 297776 -349874 297776 2094330 1702099 647650 0 X X 0 1 X 1 0 X 42869 5534 0 48403 9547257 9463683 10792740 12769460 12330064 54903204 9547257 9506552 10792740 12774994 12330064 54951607 0 0 0 54951607 9547257 9506552 10792740 12774994 12330064 54951607 1.00000 1.00000 0.00000 X 0 DUE TO AFFILIATES 716766 716766 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 DJUNA R ALDERUCCIO ADMINISTRATOR, HHA 150696 0 12053 0 1957 0 9299 0 8241 0 182246 0 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, INCORPORATED (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, INCORPORATED. 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. 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 HEALTHY LIVING, INC. - EIN# 45-2443047 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 MICHAEL HOLE DIRECTOR 2.00 KAYDA JOHNSON DIRECTOR 2.00 JEFFREY FRIDKIN 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 PARK INSTITUTE INC 120 MOORINGS PARK DRIVE NAPLES FL 34105 651232040 PROVIDES MANAGEMENT SERVICES FL 501(C)(3) LINE 12B, II N/A 0 THE MOORINGS INCORPORATED 120 MOORINGS PARK DRIVE NAPLES FL 34105 591834357 SERVE THE HEALTH CARE NEEDS OF THE GENERAL PUBLIC FL 501(C)(3) LINE 10 N/A 0 MOORINGS PARK FOUNDATION INC 120 MOORINGS PARK DRIVE NAPLES FL 34105 263631295 PROVIDES HUMAN AND FINANCIAL RESOURCES IN THE SUPPORT OF SUCCESSFUL AGING OF FL 501(C)(3) LINE 8 N/A 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 N/A 0 MOORINGS PARK HEALTHY LIVING INC 120 MOORINGS PARK DRIVE NAPLES FL 34105 452443047 PROVIDER OF SUCCESSFUL AGING PROGRAMS TO RESIDENTS AND THE COMMUNITY FL 501(C)(3) LINE 12B, II N/A 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0