The Moorings Incorporated logo

The Moorings Incorporated

Public charity · Grantmaker 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.

Key facts about The Moorings Incorporated

In short: The Moorings Incorporated gave $3.6M across 6 grants in 2025 (avg $602K), mostly in Florida. Source: 2025 IRS Form 990.

EIN
59-1834357
Latest 990 filing
Form 990, 2025
Annual giving (2025)
$3,612,500
Grants made (2025)
6
Average grant
$602,083
Median grant
$18,750
Total assets
$1,298,319,485
Primary geography
Florida (100% of itemized 2025 grant dollars)

Data from IRS Form 990, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

$1.3B

+12.3% YoY

Annual Giving

$3.6M

+12.9% YoY

Grant Count

6

-14.3% YoY

Avg Grant Size

$602K

+31.7% YoY

How The Moorings Incorporated gives

  • Giving grew 52% from 2022 to 2025. Method

From the foundation's IRS Form 990 filings. Methodology.

About The Moorings Incorporated

Based on IRS filings

The Moorings Incorporated is a public charity focused on Human Services, based in Naples, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.3B in total assets. In 2025, it awarded 6 grants totaling $3.6M. Net investment income was $19.2M.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 6 itemized grants.

States

Cities

NaplesBonita SpringsFort Myers

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$2M$3M$4M8 grants2019 6 grants2020 7 grants2021 9 grants2022 7 grants2023 7 grants2024 6 grants2025

From 2019 to 2025, annual grant giving ranged from $87K (2019) to $3.6M (2025). In 2025 it made 6 grants totaling $3.6M.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

Riverside at Moorings Park Incorporated: $3.5MRiverside at Moorings ParkIncorporated$3.5MHabitat for Humanity of Collier County Inc: $25KHabitat for Humanity ofCollier County Inc$25KGreater Naples Chamber of Commerce Inc: $23KGreater Naples Chamber ofCommerce Inc$23KAmerican Heart Association Inc: $15KAmerican Heart Association Inc$15KSearching for Solutions Institute Inc: $10KSearching for SolutionsInstitute Inc$10KNaples Children and Education Foundation Inc: $5KNaples Children and EducationFoundation Inc$5K

The largest 2025 recipient was Riverside at Moorings Park Incorporated ($3.5M). Together the top 6 received $3.6M.

Grant Size Distribution

36 grants across all recorded years

32<$50K$50–100K$100–250K$250–500K$500K–1M4$1–5M$5M+

The most common grant size was under $50K: 32 grants of 36 (89%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Riverside at Moorings Park Incorporated Naples, FLSupport Related Organization$3,535,000
Habitat for Humanity of Collier County Inc Naples, FLEliminate substandard housing through constructing, rehabilitating and preserving homes$25,000
Greater Naples Chamber of Commerce Inc Naples, FLAnnual meeting sponsorship & partnership for colliers future economy / legacy leaders$22,500
American Heart Association Inc Bonita Springs, FLReduce disability and deaths caused by cardiovascular disease and stroke$15,000
Searching for Solutions Institute Inc Naples, FLAnnual Meeting Sponsorship$10,000
Naples Children and Education Foundation Inc Naples, FL2025 Naples Winter Wine Festival$5,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$50M$100M$150M$200M2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,298,319,485$1,156,251,394$1,075,683,832
Revenue$172,456,309$162,219,877$132,853,777
Expenses$152,868,348$144,924,239$134,692,234
Net Investment Income$19,219,991$20,764,015$8,455,749

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2020 (received by the IRS August 11, 2021)
  2. Updated Form 990 for fiscal year 2021 (received by the IRS August 5, 2022)
  3. Updated Form 990 for fiscal year 2022 (received by the IRS August 7, 2023)
  4. Updated Form 990 for fiscal year 2023 (received by the IRS July 30, 2024)
  5. Updated Form 990 for fiscal year 2024 (received by the IRS July 30, 2025)
  6. Added Form 990 for fiscal year 2019 (received by the IRS August 25, 2020)
  7. Added Form 990 for fiscal year 2025 (received by the IRS July 23, 2026)
  8. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

The Moorings Incorporated is led by Daniel J. Lavender, President & Chief Executive Officer on every filing since 2019; 5 of 20 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Daniel J. Lavender

    President & Chief Executive Officer

    On filings since 2019

    2 hrs/week

    No compensation reported

  • Celeste Lynch

    Executive Director - Mpgl

    Executive Director - Mpgo → Executive Director - Mpgl, 2025

    On filings since 2022

    40 hrs/week

    $170K (2022) → $242K (2025)

  • Jessica Short

    Executive Director - Mpoc

    On filings since 2024

    40 hrs/week

    $286K (2024) → $311K (2025)

  • Kayla Crawford

    Executive Director - Mpgo

    New on the 2025 filing

    40 hrs/week

    $185K (2025)

  • Laurie Cowan Phillips

    Chair

    Vice Chair → Vice Chair & Chair, 2022

    Vice Chair & Chair → Chair, 2023

    On filings since 2019

    2 hrs/week

    No compensation reported

  • Gina Paris

    Director - Sales & Marketing

    Director of Sales - Mpgl → Director - Sales & Marketing, 2024

    On filings since 2021

    40 hrs/week

    $221K (2021) → $180K (2025)

  • Rachel Bruhn

    Director Sales

    On filings since 2024

    40 hrs/week

    $179K (2024) → $186K (2025)

  • Joseph Zaccagnino

    Director

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Kayda Johnson

    Director

    On filings since 2022

    2 hrs/week

    No compensation reported

  • Michael Hole

    Director

    On filings since 2022

    2 hrs/week

    No compensation reported

  • Jeffrey Fridkin

    Director

    On filings since 2023

    2 hrs/week

    No compensation reported

  • Kamela Patton

    Director

    On filings since 2023

    2 hrs/week

    No compensation reported

  • Andrew Solis

    Director

    New on the 2025 filing

    2 hrs/week

    No compensation reported

  • Karen Mosteller

    Director

    New on the 2025 filing

    2 hrs/week

    No compensation reported

  • Kathleen Griffith

    Director

    New on the 2025 filing

    2 hrs/week

    No compensation reported

  • Russell Budd

    Director

    New on the 2025 filing

    2 hrs/week

    No compensation reported

  • William Steinmetz

    Director

    New on the 2025 filing

    2 hrs/week

    No compensation reported

  • Katy Kurili

    Chief Operating Officer

    Executive Director - Mpgl → Executive Director - Mpgl & COO, 2024

    Executive Director - Mpgl & COO → Chief Operating Officer, 2025

    On filings since 2020

    2 hrs/week

    $203K (2020) → $0 (2025)

  • Mary Morton CPA

    Chief Financial Officer

    On filings since 2019

    2 hrs/week

    No compensation reported

  • Scott Powder

    Secretary & Treasurer

    New on the 2025 filing

    2 hrs/week

    No compensation reported

Former officers (25)
  • Former: Laura Holquist (2019–2025) — Secretary & Treasurer · Filing note: Thru 63025
  • Former: Ellen Wilson (2019–2024) — Director
  • Former: Robert Totterdale (2019–2024) — Director
  • Former: Ross Dickmann (2019–2024) — Chief Operating Officer · Filing note: Thru 123124
  • Former: Karin Norbeck (2021–2024) — Director - Sales & Marketing
  • Former: Jordan Scardigno (2019–2023) — Executive Director - Mpoc · Filing note: Thru 90723
  • Former: Maher Moussa (2019–2023) — Director - Rehabilitation
  • Former: Craig R. Smith (2021–2023) — Director
  • Former: Mitchell Cordova (2021–2023) — Director
  • Former: Derrick Ayers (2019–2022) — Director
  • Former: Michael Wynn (2019–2022) — Chair
  • Former: Richard Akin (2019–2022) — Director
  • Former: Thomas McCann (2019–2022) — Director
  • Former: John R. Little (2019–2021) — Director
  • Former: Randy E. Powell (2019–2021) — Executive Director of Facilities
  • Former: Fred Yanni (2019–2020) — Director
  • Former: Guenther Gosch (2019–2020) — Secretary & Treasurer
  • Former: Idilia L'esperance (2020) — Administrator
  • Former: Clark Hill (2019) — Director
  • Former: Diana L. Bailey (2019) — Vice President of Clinical Services
  • Former: James Krall (2019) — Executive Director of Engineering & Construction
  • Former: Kim Adams (2019) — Director of Nursing
  • Former: Maria T. Isaza Flanagan (2019) — Chief Info. Officer
  • Former: Stevan Brinkert (2019) — Vice President of Resident Services
  • Former: Tony Marques (2019) — Chief Information Officer

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Jessica Short — Executive Director - Mpoc: $311KJessica ShortExecutive Director - Mpoc$311KCeleste Lynch — Executive Director - MPGL: $242KCeleste LynchExecutive Director - MPGL$242KRachel Bruhn — Director Sales: $186KRachel BruhnDirector Sales$186KKayla Crawford — Executive Director - Mpgo: $185KKayla CrawfordExecutive Director - Mpgo$185KGina Paris — Director - Sales & Marketing: $180KGina ParisDirector - Sales & Marketing$180K

The highest reported compensation on the 2025 filing was $311K, to Jessica Short (Executive Director - Mpoc). 5 officers or directors reported compensation on that filing.

Frequently asked questions about The Moorings Incorporated

How much does The Moorings Incorporated give each year?

The Moorings Incorporated gave $3.6M across 6 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $3.2M across 7 grants.

What is The Moorings Incorporated's typical grant size?

The Moorings Incorporated's median grant in 2025 was $18,750, and its average grant was $602,083, across 6 grants on its 2025 IRS Form 990.

Where does The Moorings Incorporated give grants?

The Moorings Incorporated gives mostly in Florida: 100% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The most frequent recipient cities were Naples, FL (5 grants).

Does The Moorings Incorporated give general operating support?

Not in 2025: none of the 6 grants with a stated purpose on The Moorings Incorporated's 2025 IRS Form 990 were described as general or operating support.

Who are The Moorings Incorporated's largest grantees?

The Moorings Incorporated's largest 2025 grantees include Riverside at Moorings Park Incorporated ($3,535,000), Habitat for Humanity of Collier County Inc ($25,000) and Greater Naples Chamber of Commerce Inc ($22,500), according to its 2025 IRS Form 990. Together they received 99% of its itemized 2025 grant dollars.

How large is The Moorings Incorporated?

The Moorings Incorporated reported $1.3B in total assets on its 2025 IRS Form 990. Its revenue that year was $172.5M.

What is The Moorings Incorporated?

The Moorings Incorporated is a public charity focused on Human Services, based in Naples, FL. It holds $1.3B in total assets as of 2025.

What is The Moorings Incorporated's EIN?

The Moorings Incorporated's EIN (Employer Identification Number) is 59-1834357. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990 filings.

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