The Moorings Incorporated logo

The Moorings Incorporated

NAPLES, FL EIN: 59-1834357 Website

TO PROVIDE SIMPLY THE BEST FACILITIES, SERVICES AND PROGRAMS FOR SUCCESSFUL AGING WITH PROFESSIONAL AND COMPASSIONATE CARE TO EACH PERSON WE SERVE.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.2B

+7.5% YoY

Annual Giving

$3.2M

+12.2% YoY

Grant Count

7

+0.0% YoY

Avg Grant Size

$457K

+12.2% YoY

About The Moorings Incorporated

Based on IRS filings

The Moorings Incorporated is a nonprofit organization focused on Human Services, based in NAPLES, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2B in total assets. In 2024, it awarded 7 grants totaling $3.2M. Net investment income was $20.8M.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Bonita SpringsFort MyersNaples

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$45M$89M$134M$178M20202021202220232024
Metric202420232022
Total Assets$1,156,251,394$1,075,683,832$990,580,916
Revenue$162,219,877$132,853,777$111,174,062
Expenses$144,924,239$134,692,234$123,252,018
Qualifying Distributions
Net Investment Income$20,764,015$8,455,749$508,662
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$800K$2M$2M$3M6 grants20207 grants20219 grants20227 grants20237 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

RIVERSIDE AT MOORINGS PA…$3.1MHABITAT FOR HUMANITY OF …$25KGREATER NAPLES CHAMBER O…$18KAMERICAN HEART ASSOCIATI…$15KTHE EDUCATION FOUNDATION…$15KGULFSHORE PLAYHOUSE INC$10KSEARCHING FOR SOLUTIONS …$10K

Grant Size Distribution

36 grants across all recorded years

33<$50K$50–100K$100–250K$250–500K$500K–1M3$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

JESSICA SHORTEXECUTIVE DIRECTOR - MPOC$286KCELESTE LYNCHEXECUTIVE DIRECTOR - MPGO$200KKATY KURILIE.D. - MPGL/COO (AS OF 9.23.…$192KRACHEL BRUHNDIRECTOR SALES$179KKARIN NORBECKDIRECTOR - SALES & MARKETING$176KGINA PARISDIRECTOR - SALES & MARKETING$175K

From 2024 filing

NameTitleHoursCompensation
DANIEL LAVENDERPRESIDENT/CHIEF EXECUTIVE OFFICER2
ROSS DICKMANN THRU 123124CHIEF OPERATING OFFICER2
MARY MORTON CPACHIEF FINANCIAL OFFICER2
KATY KURILIE.D. - MPGL/COO (AS OF 9.23.24)2$192,327
JESSICA SHORTEXECUTIVE DIRECTOR - MPOC40$285,615
CELESTE LYNCHEXECUTIVE DIRECTOR - MPGO40$199,938
RACHEL BRUHNDIRECTOR SALES40$179,092
KARIN NORBECKDIRECTOR - SALES & MARKETING40$176,342
GINA PARISDIRECTOR - SALES & MARKETING40$174,800
LAURIE COWAN PHILLIPSCHAIR2
LAURA HOLQUISTSECRETARY/TREASURER2
ELLEN WILSONDIRECTOR (THRU 6.30.24)2
JOSEPH ZACCAGNINODIRECTOR2
JEFFREY FRIDKINDIRECTOR2
MICHAEL HOLEDIRECTOR2
KAYDA JOHNSONDIRECTOR2
ROBERT TOTTERDALEDIRECTOR (THRU 6.30.24)2

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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