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

+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

Human Services

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Florida $8.6M (100%)

States

Florida

Cities

Bonita SpringsFort MyersNaples

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
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

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

Grant Size Distribution

36 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Riverside at Moorings Park Incorporated ($3,108,000), Habitat for Humanity of Collier County Inc ($25,000), Greater Naples Chamber of Commerce Inc ($17,500).

Recipient	Purpose	Amount
AMERICAN HEART ASSOCIATION INC BONITA SPRINGS, FL	REDUCE DISABILITY AND DEATHS CAUSED BY CARDIOVASCULAR DISEASE AND STROKE	$15,000
GREATER NAPLES CHAMBER OF COMMERCE INC NAPLES, FL	ANNUAL MEETING SPONSORSHIP & PARTNERSHIP FOR COLLIERS FUTURE ECONOMY / LEGACY LEADERS	$17,500
GULFSHORE PLAYHOUSE INC NAPLES, FL	SUPPORT LOCAL THEATRE AND EDUCATION	$10,000
HABITAT FOR HUMANITY OF COLLIER COUNTY INC NAPLES, FL	ELIMINATE SUBSTANDARD HOUSING THROUGH CONSTRUCTING, REHABILITATING AND PRESERVING HOMES	$25,000
SEARCHING FOR SOLUTIONS INSTITUTE INC NAPLES, FL	ANNUAL MEETING SPONSORSHIP	$10,000
RIVERSIDE AT MOORINGS PARK INCORPORATED NAPLES, FL	SUPPORT RELATED ORGANIZATION	$3,108,000
THE EDUCATION FOUNDATION OF COLLIER COUNTY INC NAPLES, FL	GOLDEN APPLE SPONSORSHIP 2024	$15,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
DANIEL LAVENDER	PRESIDENT/CHIEF EXECUTIVE OFFICER	2	—
ROSS DICKMANN THRU 123124	CHIEF OPERATING OFFICER	2	—
MARY MORTON CPA	CHIEF FINANCIAL OFFICER	2	—
KATY KURILI	E.D. - MPGL/COO (AS OF 9.23.24)	2	$192,327
JESSICA SHORT	EXECUTIVE DIRECTOR - MPOC	40	$285,615
CELESTE LYNCH	EXECUTIVE DIRECTOR - MPGO	40	$199,938
RACHEL BRUHN	DIRECTOR SALES	40	$179,092
KARIN NORBECK	DIRECTOR - SALES & MARKETING	40	$176,342
GINA PARIS	DIRECTOR - SALES & MARKETING	40	$174,800
LAURIE COWAN PHILLIPS	CHAIR	2	—
LAURA HOLQUIST	SECRETARY/TREASURER	2	—
ELLEN WILSON	DIRECTOR (THRU 6.30.24)	2	—
JOSEPH ZACCAGNINO	DIRECTOR	2	—
JEFFREY FRIDKIN	DIRECTOR	2	—
MICHAEL HOLE	DIRECTOR	2	—
KAYDA JOHNSON	DIRECTOR	2	—
ROBERT TOTTERDALE	DIRECTOR (THRU 6.30.24)	2	—