Public Charity

SOUTHWEST FLORIDA RETIREMENT CENTER

Based in VENICE, FL, SOUTHWEST FLORIDA RETIREMENT CENTER operates as a Public Charity. The organization reported $34.6M in revenue, $33.2M in expenses, $249.2M in total assets for fiscal year 2024. Imperigo tracks 9 reported grant relationships connected to this organization totaling approximately $1.1M.

EIN: 591931148 VENICE, FL Supportive Housing for Older Adults NTEE: P75 Latest filing: 2024
Total Revenue$34.6M
Total Expenses$33.2M
Total Assets$249.2M
Grant Records9
Funding Total$1.1M
Filing Years2020–2024

Mission

AFFILIATED WITH THE EVANGELICAL LUTHERAN CHURCH IN AMERICA, WE ARE A CCRC COMMITTED TO SHARING GOD'S LOVE BY PROMOTING INDIVIDUAL GROWTH AND DIGNITY, ENHANCING THE QUALITY OF LIFE AND MEETING THE HUMAN AND SPIRITUAL NEEDS OF OUR RESIDENT'S, STAFF AND COMMUNITY.

Where $100 goes at Southwest Florida Retirement Center

How Southwest Florida Retirement Center divides every $100 it spends, from its own Form 990 filings, averaged across 8 years.

$88 Programs the work itself
$12 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $88 for programs

$65
Village on the isle provides for independent living apartments and services to 300 residents in 228 apartments & 6 cottages
74% of program spending · Reported in the filing: 300 residents; 61 residents
$23
The organization provided skilled nursing services to the elderly in the 64 bed licensed nursing home
26% of program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Officers & Directors

TRUSTEE Albert Gutierrez
SALES & MARKETING DIRECTOR Beverly Day
SECRETARY Christine Puthoff
CHIEF EXECUTIVE OFFICER Douglas Feller
HEALTH CENTER DIRECTOR James Marshall
DIRECTOR OF COMMUNITY ENGAGEMENT Karen Madden

Officer compensation and complete director data available with membership.

Top Grant Purposes

General Support
$1,078,232 9 grants

Financial Trends

Year Revenue Expenses Assets
2024 $34.6M $33.2M $249.2M
2023 $36.6M $32.0M $168.1M
2022 $31.8M $32.0M $162.8M
2021 $33.8M $30.2M $167.3M
2020 $28.4M $30.7M $167.0M

Between 2020 and 2024, reported annual revenue grew from $28.4M to $34.6M (+22%), with total assets most recently reported at $249.2M.

Interactive year-over-year charts and full filing details available with membership.

See the full picture for SOUTHWEST FLORIDA RETIREMENT CENTER

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