Southwest Florida Retirement Center
Also known as Village on the Isle
Southwest Florida Retirement Center reported $34.6 million in revenue and $33.2 million in expenses for calendar year 2024. Of every $100 it spent, $90.56 went to program services, $9.44 to management and general costs and $0.00 to fundraising. Its largest source of revenue was program service revenue such as fees, sales and contracts: 91.6% of the total. The highest compensation it reported for one person was $387,945 (CHIEF EXECUTIVE OFFICER). 10 people received more than $100,000 in reportable compensation. Revenue rose 41% between 2019 and 2024. Source: Form 990, 2024.
Where $100 of spending went
Calendar year 2024 · Form 990, Part IX, line 25 · total expenses $33MFor context, the median across 3,614 covered human services charities: $88.27 programs, $11.52 management, $0.21 fundraising (medians computed separately, so they may not sum to $100).
Where $100 of revenue came from
Calendar year 2024 · Form 990, Part VIII · total revenue $35MThe 990 scorecard · same measures for every charity, no grades
| Measure | 2024 | Median |
|---|---|---|
| Program services Part IX 25(B) ÷ 25(A) | 90.6% | 87.2% |
| Management & general Part IX 25(C) ÷ 25(A) | 9.4% | 11.4% |
| Fundraising Part IX 25(D) ÷ 25(A) | 0.0% | 0.2% |
| Fundraising cost per $1 of contributions Part IX 25(D) ÷ Part VIII 1h | $0.00 | $0.02 |
| Contributions & grants share of revenue Part VIII 1h ÷ 12 | 1.5% | 20.6% |
| Government grants share of revenue Part VIII 1e ÷ 12 | 0.0% | 2.4% |
| Program service revenue share Part VIII 2g ÷ 12 | 91.6% | 70.8% |
| Highest reported compensation Part VII-A, columns D–F | $387,945 | $274,992 |
| Highest compensation as share of expenses Part VII-A ÷ Part IX 25(A) | 1.17% | 1.18% |
| People paid over $100,000 Part VII, line 2 | 10 | 6 |
| Net assets, in months of expenses Part X 33(B) ÷ monthly expenses | 4.7 | 6.9 |
| Independent voting board members Part VI 1a–1b | 11 of 11 | 100.0% |
A median is context, not a target: hospitals, universities, food banks and grantmakers spend in very different ways. What these measures can and can't tell you.
What the money paid for, in its own words
2024 · Form 990, Part III · the three largest programs by expenseVillage on the isle provides for independent living apartments and services to 300 residents in 228 apartments & 6 cottages. The organization also provided assisted living apartments and services for 61 residents in 64 apartments
Highest reported compensation
2024 · Form 990, Part VII, Section A · roles as filed; names are in the filing, not here| Role | From this org | From related orgs | Other | Total |
|---|---|---|---|---|
| CHIEF EXECUTIVE OFFICER Officer, 50.00 hrs/week | $375,393 | $0 | $12,552 | $387,945 |
| CHIEF FINANCIAL OFFICER Officer, 50.00 hrs/week | $265,040 | $0 | $12,193 | $277,233 |
| SALES & MARKETING DIRECTOR Highest compensated employee, 45.00 hrs/week | $217,197 | $0 | $10,364 | $227,561 |
| HEALTH CENTER DIRECTOR Highest compensated employee, 45.00 hrs/week | $173,747 | $0 | $10,612 | $184,359 |
| DIRECTOR OF NURSING Highest compensated employee, 45.00 hrs/week | $159,001 | $0 | $10,503 | $169,504 |
| DIRECTOR OF COMMUNITY ENGAGEMENT Highest compensated employee, 40.00 hrs/week | $141,312 | $0 | $12,172 | $153,484 |
| CULINARY DIRECTOR Highest compensated employee, 45.00 hrs/week | $135,403 | $0 | $10,434 | $145,837 |
10 people received more than $100,000 in reportable compensation from Southwest Florida Retirement Center (Part VII, line 2). Compensation of current officers, directors and key employees totaled $665K (Part IX, line 5).
6 years of filings
Form 990, Parts I, VII, IX and X · each row is that year's own filing, linkedGovernance answers, as filed
2024 · the organization's own yes/no answers; explanations, if any, are in Schedule O of the filing · what each means- Voting board members, and how many are independent Part VI, lines 1a–1b11 · 11 independent
- Audited financial statements Part XII 2bYes
- Conflict-of-interest policy Part VI 12aYes
- Whistleblower policy Part VI 13Yes
- Document retention policy Part VI 14Yes
- Independent process for top executive pay Part VI 15aYes
- Board given the 990 before filing Part VI 11aYes
- Family or business ties among insiders Part VI 2No
- Aware of a significant diversion of assets Part VI 5No
- Excess benefit transaction with an insider Part IV 25aNo
- Loans to or from insiders outstanding Part IV 26No
- Lobbying, or a 501(h) election in effect Part IV 4No
- Over $15,000 of professional fundraising services Part IV 18No
- Over $10,000 of activity outside the U.S. Part IV 14bNo
- Employees Part I, line 5336
- Volunteers Part I, line 6125
Largest outside contractors
2024 · Form 990, Part VII, Section B · businesses only| COASTAL PROPERTY GROUP OF FLORIDA INC Construction svcs | $4,377,690 |
| RLPS LLP Architect svcs | $1,137,051 |
| AEGIS THERAPIES Therapy provider | $977,513 |
| GREYSTONE DEVELOPMENT COMPANY II LP Development svcs | $557,216 |
| KIMLEY-HORN AND ASSOCIATES INC Engineering svs | $307,913 |
Individuals listed as contractors are left out. 10 contractors were paid more than $100,000 in all.
Private foundation grants it received
1 private foundation reported grants to Southwest Florida Retirement Center totaling $16 on their tax year 2023 Form 990-PF returns. See which foundations, on WHOFUNDS.
Source: WHOFUNDS open grant graph, matched from Form 990-PF Part XV.
Correct a figure or respond
Every number above is copied from Southwest Florida Retirement Center's own Form 990. If one doesn't match the filing, that's our error and we'll fix it. If you work for Southwest Florida Retirement Center, you can publish a response that is linked from this page.
Share or embed this breakdown
Of every $100 Southwest Florida Retirement Center spent in 2024, $90.56 went to programs. The full breakdown, from its IRS Form 990:
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Similar-sized charities in this cause
- Shelby Residential & Vocational ServicesMemphis, TN · revenue $35M · programs 90.5% · FY2025
- Lifeline Youth & Family ServicesFort Wayne, IN · revenue $35M · programs 85.0% · 2024
- Community AidYork, PA · revenue $35M · programs 91.3% · 2025
- Presbyterian SeniorCareOakmont, PA · revenue $35M · programs 61.5% · 2025
- Access CARE PartnersHolyoke, MA · revenue $35M · programs 93.0% · FY2025
Questions people ask
How much of Southwest Florida Retirement Center's spending goes to programs?
In calendar year 2024, Southwest Florida Retirement Center reported that 90.6% of its $33.2 million in expenses went to program services, 9.4% to management and general and 0.0% to fundraising (Form 990, Part IX).
How much does Southwest Florida Retirement Center pay its top executive?
The largest total compensation Southwest Florida Retirement Center reported for one person in calendar year 2024 was $387,945, for the role of CHIEF EXECUTIVE OFFICER (Form 990, Part VII, including compensation from related organizations and other compensation).
Where does Southwest Florida Retirement Center get its money?
Of $34.6 million in revenue in calendar year 2024, 1.5% came from contributions and grants and 91.6% from program service revenue (Form 990, Part VIII).
Is Southwest Florida Retirement Center a registered charity?
The IRS lists EIN 59-1931148 as a 501(c)(3) organization (publicly supported organization (509(a)(2))), and its records show contributions as tax-deductible. Form 990 filings on record here cover tax years 2019, 2020, 2021, 2022, 2023, 2024. A filing shows what the organization reported; it doesn't by itself show whether a program works.
Sources
- 2024: Form 990 for calendar year 2024, object 202541399349301599 · read the filing · XML
- 2023: Form 990 for calendar year 2023, object 202402189349300025 · read the filing
- 2022: Form 990 for calendar year 2022, object 202331799349300408 · read the filing
- 2021: Form 990 for calendar year 2021, object 202201459349300305 · read the filing
- 2020: Form 990 for calendar year 2020, object 202111329349300041 · read the filing
- 2019: Form 990 for calendar year 2019, object 202021369349304012 · read the filing
All filings for EIN 59-1931148: ProPublica Nonprofit Explorer · IRS Tax Exempt Organization Search. Figures are as the organization reported them; we have not audited them.