SOUTHWEST FLORIDA RETIREMENT CENTER Charity Report

Public IRS 990 nonprofit record

SOUTHWEST FLORIDA RETIREMENT CENTER

EIN 59-1931148 · Human Services (P750)

What they do

AFFILIATED WITH THE EVANGELICAL LUTHERAN CHURCH IN AMERICA, WE ARE A CCRC COMMITTED to SHARING GODS LOVE BY PROMOTING INDIVIDUAL GROWTH and DIGNITY, ENHANCING THE QUALITY of LIFE and MEETING THE HUMAN and SPIRITUAL NEEDS of OUR RESIDENTS, STAFF and COMMUNITY.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $90.60 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders18 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

86.81%of revenue went to mission work90.6% of expenses · Program services

$95.86spent for every $100 of revenueRevenue covered expenses this year.

9.05%of revenue went to management and office costs9.4% of expenses

$7.51in assets for every $1 spent this yearSome assets cannot be spent right away.

1.5%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $387,945 for DOUGLAS FELLER (CHIEF EXECUTIVE OFFICER). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$34,605,424

Mission workProgram services$30,039,77186.81% of revenue90.6% of expenses

ManagementOffice and general costs$3,132,3759.05% of revenue9.4% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$1,433,2784.14% of revenueShown in gray on the chart

Total expenses$33,172,14695.86% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 90.6% mission · 9.4% management · 0.0% fundraisingTotal expenses: 95.86% of revenue

2023Expense mix: 90.7% mission · 9.3% management · 0.0% fundraisingTotal expenses: 87.55% of revenue

2022Expense mix: 88.3% mission · 11.7% management · 0.0% fundraisingTotal expenses: 100.82% of revenue

2021Expense mix: 90.1% mission · 9.9% management · 0.0% fundraisingTotal expenses: 89.41% of revenue

2020Expense mix: 89.5% mission · 10.5% management · 0.0% fundraisingTotal expenses: 108.25% of revenue

2019Expense mix: 83.2% mission · 16.8% management · 0.0% fundraisingTotal expenses: 95.03% of revenue

2018Expense mix: 86.6% mission · 13.4% management · 0.0% fundraisingTotal expenses: 96.90% of revenue

2017Expense mix: 83.3% mission · 16.7% management · 0.0% fundraisingTotal expenses: 96.21% of revenue

Money in and money out

Revenue$34,605,424

Expenses$33,172,146

Annual surplus $1,433,278 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$30,039,771 · 90.6% of expenses

Management and office costs$3,132,375 · 9.4% of expenses

See all reported dollar amounts

Revenue$34,605,424

Expenses$33,172,146

Assets$249,220,285

Income$50,049,368

Contributions$528,859

Mission work (program services)$30,039,771

Management and general$3,132,375

Stocks and bonds$36,487,182

Accounting fees$102,177

Investing fees$259,025

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

DOUGLAS FELLERCHIEF EXECUTIVE OFFICER · 50 hrs/week $387,945Base $375,393 · Other $12,552

KATHLEEN ROGERSCHIEF FINANCIAL OFFICER · 50 hrs/week $277,233Base $265,040 · Other $12,193

BEVERLY DAYSALES & MARKETING DIRECTOR · 45 hrs/week $227,561Base $217,197 · Other $10,364

JAMES MARSHALLHEALTH CENTER DIRECTOR · 45 hrs/week $184,359Base $173,747 · Other $10,612

KERA LITERALDIRECTOR OF NURSING · 45 hrs/week $169,504Base $159,001 · Other $10,503

KAREN MADDENDIRECTOR OF COMMUNITY ENGAGEMENT · 40 hrs/week $153,484Base $141,312 · Other $12,172

MARK MONTGOMERYCULINARY DIRECTOR · 45 hrs/week $145,837Base $135,403 · Other $10,434

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (18)

DOUGLAS FELLERCHIEF EXECUTIVE OFFICER

KATHLEEN ROGERSCHIEF FINANCIAL OFFICER

BEVERLY DAYSALES & MARKETING DIRECTOR

JAMES MARSHALLHEALTH CENTER DIRECTOR

KERA LITERALDIRECTOR OF NURSING

KAREN MADDENDIRECTOR OF COMMUNITY ENGAGEMENT

MARK MONTGOMERYCULINARY DIRECTOR

TOM HANKSCHAIRPERSON

ALBERT GUTIERREZTRUSTEE

REV JEFF GROSTRUSTEE (BISHOP REP)

REV DR ROBERT MURSCHTRUSTEE

REV DR DONALD HILLERICHTREASURER

REV ASHLEY NICOLLSMEMBER-AT-LARGE

RANDE YEAGERTRUSTEE

MICHAEL HARKINSTREASURER

MARK BOGARTVICE CHAIRPERSON

KAREN STOREYTRUSTEE

CHRISTINE PUTHOFFSECRETARY

About this charity

Recognized since: January 1981
Location: 920 TAMIAMI TRL S, VENICE, FL 34285-3629
County: Sarasota
In care of: KATHLEEN ROGERS
Primary officer: KATHLEEN ROGERS, CHIEF FINANCIAL OFFICER

How to reach them

WebsiteVisit the charity’s website Phone(941) 486-5421

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: CLIFTONLARSONALLEN LLP
NTEE classification: Human Services (P750)