BONITA SPRINGS RETIREMENT VILLAGE INC

EIN: 262386152 501(c)(3) Housing & Shelter

GAINESVILLE, FL

Total Revenue
$23,268,016
Total Expenses
$29,175,825
Total Assets
$100,350,922
Net Assets
$-90,461,503
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2008
Legal Domicile
FL
Principal Officer
STEVEN M ZIEGLER
Phone
3525548575
Tax Period
2023-01-01 to 2023-12-31

BONITA SPRINGS RETIREMENT VILLAGE INC, founded in 2008, is a mid-sized nonprofit in the Housing & Shelter sector that reported $23.3M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $29.2M exceeded revenue, resulting in a 25% operating deficit.

Mission

TO PROVIDE HIGH QUALITY CONTINUING CARE RETIREMENT SERVICES TO SENIOR CITIZENS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $88,690
Program Service Revenue $22,573,706
Investment Income $605,620
Other Revenue $0
TOTAL REVENUE $23,268,016

Expense Breakdown

Grants Paid $0
Salaries & Benefits $10,201,560
Fundraising Expenses $0
Program Expenses $24,516,902
Other Expenses $18,974,265
TOTAL EXPENSES $29,175,825

Year-over-Year Comparison

2023 2022 Change
Revenue $23,268,016 $21,147,486 +0.1%
Expenses $29,175,825 $29,320,772 0.0%
Net Income $-5,907,809 $-8,173,286 -0.3%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
7
Independent Members
6
Employees
282
Volunteers
6

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$7,446,745
Total Directors
7
$6,103,583
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LAWRENCE G SCHREIBER PRESIDENT & CEO 1.00
Officer Director
$0 $30,000 $6,103,583
STEVEN ZIEGLER PRESIDENT AND CLO 1.00
Officer
$0 $29,004 $1,343,162
GLENDA EVANS HOOD CHAIR 1.00
Officer Director
$0 $0 $0
JACKSON NORMAN SASSER PHD VICE CHAIR 1.00
Officer Director
$0 $0 $0
BENJAMIN IRVING DOERR JR TREASURER 1.00
Officer Director
$0 $0 $0
KEVIN R MADDRON DIRECTOR 1.00
Director
$0 $0 $0
DAVID STEWART DIRECTOR 1.00
Director
$0 $0 $0
STUART WALKER DIRECTOR 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $23,268,016 $29,175,825 $100,350,922 $-5,907,809
2022 $21,147,486 $29,320,772 $104,037,513 $-8,173,286
2021 $18,938,390 $28,082,869 $109,847,615 $-9,144,479
2020 $19,994,314 $26,234,143 $107,065,105 $-6,239,829
2019 $19,593,436 $26,215,129 $113,452,001 $-6,621,693
2018 $18,250,082 $26,551,277 $120,230,136 $-8,301,195
Explore More Nonprofits
→Top 100 Nonprofits in Florida →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare BONITA SPRINGS RETIREMENT VILLAGE INC with other nonprofits in Florida and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.