2024-11-27T09:02:24-06:00 2024-04-30 651083521 Holyfield & Thomas LLC 125 Butler Street West Palm Beach FL 33407 990 2023-05-01 590542089 Palm Beach Civic Association Inc PALM 5616550820 139 So County Road Palm Beach FL 33480 Mary Robosson President 5616550820 2024-11-22 1 0 Scott Y Haynes CPA P01366363 5616896000 2023 2024-10-15 13:58:12Z Mary Robosson 139 So County Road Palm Beach FL 33480 3316750 0 X www.palmbeachcivic.org X 1944 FL To protect and improve the quality of life in the Town of Palm Beach (Continued on Schedule O) by taking proactive stands on civil affairs; informing, educating, and engaging residents on key town issues; working with local government; and encouraging citizen involvement in the community. 17 17 10 111 0 0 2721099 2177507 0 0 7485 77061 -71214 -73165 2657370 2181403 14500 12500 0 0 1010216 1259714 0 0 87587 940588 897812 1965304 2170026 692066 11377 4338401 4299924 608998 543071 3729403 3756853 X To protect and improve the quality of life in the Town of Palm Beach by taking proactive stands on civic affairs; informing, educating, and engaging residents on key town issues; working with local government; and encouraging citizen involvement in the community. 0 0 1639209 12500 The Palm Beach Civic Association (PBCA) celebrated its 80th anniversary featuring a successful season of programs and forums. During the season, the PBCA held 3 Signature Series events with well known speakers. The PBCA award winning news reached nearly 4,800 subscribers and the communications team won the second consecutive Bernays Award for "Best Nonprofit Small Campaign". The communications team also worked with the Health Care Committee to produce a 3-part educational video series on cognitive health. The PBCA also exceeded its membership and fundraising goals. The PBCA hosted a Welcome Back Community Forum that educated attendees on the Town's efforts to reform its zoning code. The Environmental Committee co-sponsored along with the Citizen's Association of Palm Beach, the Preservation Foundation of Palm Beach, the Garden Club of Palm Beach and the Town of Palm Beach a forum titled "Where have all the Songbirds Gone: highlighting the impacts of insecticide on health and the environment." The PBCA hosted the annual Candidates Forum featuring a debate between the two candidates running for Town Council. The PBCA gives back to the community through the following awards and scholarship programs: The Raymond J. Kunkel Award, the William J. "Bill" Brooks Community Service Award, the Town of Palm Beach Employee of the Year Award, and scholarships to two children of Town of Palm Beach employees. 1639209 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 9 0 1 10 1 0 0 0 0 0 0 0 0 0 0 X 17 17 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 0 1 1 0 FL X X Mary Robosson 5616550820 PO Box 286 Palm Beach FL 33480 Michael Pucillo Vice Chairman / Executive Committee 4.00 X X 0 0 0 Michele Kessler Vice Chairman / Executive Committee 4.00 X X 0 0 0 Michael Ainslie Treasurer 4.00 X X 0 0 0 Skip Aldridge Director 2.00 X 0 0 0 Robb Aley Allan Director 2.00 X 0 0 0 Christian J Angle Director 2.00 X 0 0 0 Elizabeth Frawley Bagley Director 2.00 X 0 0 0 Diana Barrett Director 2.00 X 0 0 0 Lisbeth R Barron Director 2.00 X 0 0 0 Keith D Beaty Executive Committee 2.00 X 0 0 0 Warren Belmar Director 2.00 X 0 0 0 Gregory S Belton Director 2.00 X 0 0 0 Howard Bernick Director 2.00 X 0 0 0 Richard S Bernstein Director 2.00 X 0 0 0 Margaret Betten Director 2.00 X 0 0 0 Bill Bone Director 2.00 X 0 0 0 John J Borland Director 2.00 X 0 0 0 James R Borynack Director 2.00 X 0 0 0 Nancy Goodman Brinker Director 2.00 X 0 0 0 Charles Rosner Bronfman Director 2.00 X 0 0 0 Peter S Broberg Director 2.00 X 0 0 0 Paula Sammons Butler Director 2.00 X 0 0 0 Philip M Byrne Director 2.00 X 0 0 0 Richard P Callahan Director 2.00 X 0 0 0 C Edward Carter Director 2.00 X 0 0 0 Melissa Ceriale Director 2.00 X 0 0 0 Eric C Christu Director 2.00 X 0 0 0 George A Cohon Director/Executive Committee 2.00 X 0 0 0 Mark W Cook Director 2.00 X 0 0 0 John David Corey Director 2.00 X 0 0 0 Kathleen Ridder Crampton Director 2.00 X 0 0 0 John F Cregan Director 2.00 X 0 0 0 Samantha David Director 2.00 X 0 0 0 Mary M Dawkins Director 2.00 X 0 0 0 David A Duffy Director/Executive Committee 2.00 X 0 0 0 Susanne Durst Director 2.00 X 0 0 0 E Llwyd Ecclestone Director/Executive Committee 2.00 X 0 0 0 Pepe Fanjul Jr Director 2.00 X 0 0 0 Frances Fisher Director 2.00 X 0 0 0 Gwen Fisher Director 2.00 X 0 0 0 John E Flagg III Director 2.00 X 0 0 0 Chris Flowers Director 2.00 X 0 0 0 Lynn A Foster Director 2.00 X 0 0 0 Austin T Fragomen Jr Director 2.00 X 0 0 0 Andrew S Frazier Director 2.00 X 0 0 0 Cynthia Friedman Director 2.00 X 0 0 0 Suzanne Frisbie Director 2.00 X 0 0 0 Nathan Gantcher Director 2.00 X 0 0 0 Jill Glazer Director 2.00 X 0 0 0 Christopher Goldberg Director 2.00 X 0 0 0 Judy Goodman Director/Executive Committee 2.00 X 0 0 0 Murray H Goodman Director 2.00 X 0 0 0 Peter Gottsegen Director 2.00 X 0 0 0 Jeff Greene Director 2.00 X 0 0 0 Don Gulbrandsen Director 2.00 X 0 0 0 Leonard Harlan Director 2.00 X 0 0 0 Nicki Harris Director 2.00 X 0 0 0 James G Held Director 2.00 X 0 0 0 Herbert H Jacobi Director 2.00 X 0 0 0 Eric M Javits Director 2.00 X 0 0 0 Reuben Jeffery III Director 2.00 X 0 0 0 Charles B Johnson Director 2.00 X 0 0 0 Paul Tudor Jones II Director 2.00 X 0 0 0 Gerald R Jordan Jr Director 2.00 X 0 0 0 Richard M Kleid Director 2.00 X 0 0 0 Michael Kluger Director 2.00 X 0 0 0 Sidney A Kohl Director 2.00 X 0 0 0 Henry R Kravis Director 2.00 X 0 0 0 Kevin T Lamb Director 2.00 X 0 0 0 Howard Leach Director 2.00 X 0 0 0 Sir Geoffrey Leigh Director 2.00 X 0 0 0 Paul N Leone Director 2.00 X 0 0 0 Jeffrey S Levitt Director 2.00 X 0 0 0 Garrison duP Lickle Director 2.00 X 0 0 0 Renee K Lickle Director 2.00 X 0 0 0 Ellen F Liman Director 2.00 X 0 0 0 David S Mack Director 2.00 X 0 0 0 William L Mack Director 2.00 X 0 0 0 Hildegarde E Mahoney Director 2.00 X 0 0 0 Burt Manning Director 2.00 X 0 0 0 William M Matthews Director/Executive Committee 2.00 X 0 0 0 Nicki McDonald Director 2.00 X 0 0 0 Bonnie McElveen-Hunter Director 2.00 X 0 0 0 Brian A Mclver Director/Executive Committee 2.00 X 0 0 0 Patricia Ann Humbert McLaughlin Director 2.00 X 0 0 0 James Meany Director 2.00 X 0 0 0 Edward H Meyer Director 2.00 X 0 0 0 William A Meyer Director 2.00 X 0 0 0 Bridget Moran Director 2.00 X 0 0 0 Alicia Cannon Mullen Director/Executive Committee 2.00 X 0 0 0 Robert E Nederlander Director 2.00 X 0 0 0 Deborah Norville Director 2.00 X 0 0 0 Linda R Olsson Director/Executive Committee 2.00 X 0 0 0 Craig Omtvedt Director 2.00 X 0 0 0 Carl Panattoni Director 2.00 X 0 0 0 Alvin S Parven Director 2.00 X 0 0 0 Gary L Patsley Director 2.00 X 0 0 0 James B Patterson Director 2.00 X 0 0 0 Thomas Peterffy Director 2.00 X 0 0 0 Michael B Picotte Director 2.00 X 0 0 0 Pauline Pitt Director 2.00 X 0 0 0 Daniel E Ponton Director 2.00 X 0 0 0 Harvey L Poppel Director 2.00 X 0 0 0 David Porges Director 2.00 X 0 0 0 Grier Pressly Director 2.00 X 0 0 0 Tom Quick Director 2.00 X 0 0 0 Richard Rampell Director 2.00 X 0 0 0 Michael Reiter Director 2.00 X 0 0 0 Edwin Robbins Director 2.00 X 0 0 0 E Burke Ross Jr Director 2.00 X 0 0 0 Stephen M Ross Director 2.00 X 0 0 0 Janne H Rumbough Director 2.00 X 0 0 0 Joseph S Sambuco Director 2.00 X 0 0 0 John F Scarpa Director/Executive Committee 2.00 X 0 0 0 Stephen A Schwarzman Director 2.00 X 0 0 0 John Sculley Director 2.00 X 0 0 0 Robin Senior Director 2.00 X 0 0 0 Paul C Shiverick Director 2.00 X 0 0 0 Jeffery Smith Director 2.00 X 0 0 0 Lesly Smith Director 2.00 X 0 0 0 Matthew K Smith Director /Executive Committee 2.00 X 0 0 0 Tad Smith Director 2.00 X 0 0 0 Nicholas E Somers Director 2.00 X 0 0 0 Daniel Stanton Director 2.00 X 0 0 0 Christopher W Storkerson Director 2.00 X 0 0 0 Robert E Swanson Director 2.00 X 0 0 0 Fran Terwilliger Director 2.00 X 0 0 0 William R Tiefel Director 2.00 X 0 0 0 John Tozzi Director 2.00 X 0 0 0 Kathryn Vecellio Director 2.00 X 0 0 0 Leo A Vecellio Jr Director/Executive Committee 2.00 X 0 0 0 Bob Vila Director 2.00 X 0 0 0 Mary E Watkins Director/Executive Committee 2.00 X 0 0 0 Susan Keenan Wright Director 2.00 X 0 0 0 Mark Zeidman Director/Executive Committee 2.00 X 0 0 0 Stephen L Brown Chairmen Emeriti 2.00 X 0 0 0 George G Matthews Chairmen Emeriti 2.00 X 0 0 0 Bob Wright Chairman Emeriti 2.00 X 0 0 0 Ralph N Del Deo Honorary 2.00 X 0 0 0 George J Michel Jr Honorary 2.00 X 0 0 0 Fanning Hearon Liaison 2.00 X 0 0 0 John Blades Liaison 2.00 X 0 0 0 Mary Robosson President /COO 40.00 X 348311 0 31301 Jane Le Clainche CFO/HR Manager 24.00 X 24000 0 0 Philip Baldwin Videographer/Editor 40.00 X 108989 0 18066 481300 0 49367 2 0 1 0 The Breakers Palm Beach 1 South County Road Palm Beach FL 33480 Event location and catering 138470 1 1695797 197300 284410 24355 2177507 85336 85336 1041707 1049982 -8275 -8275 -8275 12200 197300 85365 -73165 -73165 2181403 0 0 3896 12500 12500 729018 473860 218706 36452 403783 262461 121135 20187 18353 11930 5505 918 39709 25811 11913 1985 68851 44753 20655 3443 632 537 95 63668 53128 10293 247 93893 79809 14084 80218 80218 61088 51927 9161 50045 42538 7507 91104 77438 13666 20980 17834 3146 22070 18760 3310 Membership publications 197911 197911 Program expenses 189178 164823 24355 Repairs and maintenance 20878 17746 3132 Equipment rental 6147 5225 922 2170026 1639209 443230 87587 385928 188838 673926 137500 6310 10232 24257 104899 83302 42577 21597 98290 2989948 4058922 4338401 4299924 87935 91982 10200 10200 510863 440889 608998 543071 X 1993574 3449261 1735829 307592 3729403 3756853 4338401 4299924 11377 16073 0 X X 0 1 X 1 0 X 1777181 2054176 2041476 2721099 2177507 10771439 1777181 2054176 2041476 2721099 2177507 10771439 10771439 25485 5328 3883 7572 85336 127604 10899043 0.98830 0.99570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 2170026 2170026 258501 64625 0 0 227978 235964 248265 258501 970708 1456062 56995 58991 62066 64625 242677 364016 50681 45810 4871 39269 24327 14942 14949 13165 1784 21597 Beneficial interest in Trust 307592 Deposits 1725 Operating right-of-use lease, net 433668 Beneficial interest in Stanely M. Rumbough Jr. Legacy Society 1714799 Raymond J. Kunkel Fund 115406 PBCA Executive Committee Reserve Fund 1485732 4058922 Operating lease obligation 440889 440889 X 2282841 52438 49000 101438 2181403 0 2181403 2255391 85365 85365 2170026 0 2170026 Part X, Line 2: The Civic Association is a not-for-profit organization other than a private foundation under Internal Revenue Code Section 501(c)(3) since it is organized and operates for educational purposes. Internal Revenue Code Section 501(a) exempts the Civic Association from income taxes and Internal Revenue Code Section 170(b)(1)(A)(VI) allows donors a deduction for contributions to the Civic Association. The Civic Association evaluates its uncertain tax position in accordance with FASB ASC 740-10, Accounting for Uncertainty in Income Taxes. This pronouncement seeks to reduce the diversity in practice associated with certain aspects of measurement and recognition in accounting for income taxes. It prescribes a recognition threshold and measurement attribute for financial statement recognition and measurement of a tax position that an entity takes or expects to take in a tax return. An entity may only recognize or continue to recognize tax positions that meet a "more likely than not" threshold. The Civic Association assesses its income tax positions based on management's evaluation of the facts, circumstances, and information available at the reporting date. The Civic Association uses the prescribed more likely than not threshold when making its assessment. The Civic Association has not accrued any interest expense or penalties related to tax positions. There are currently no open Federal or State tax years under audit. Part XI, Line 2d - Other Adjustments: Change in beneficial trust value -1,616. Change in value of beneficial interest in trust -34,749. Fundraising expenses 85,365. Part XII, Line 2d - Other Adjustments: Fundraising Expenses 85,365. Annual Luncheon 209500 197300 12200 63070 22295 209500 197300 12200 63070 22295 85365 -73165 0 Scholarships awarded to community 5 12500 X X X X 0 0 0 0 0 0 0 0 0 Mary Robosson President /COO 286744 0 44225 0 17342 0 13200 0 18101 0 379612 0 0 0 Part I, Line 3 The compensation committee reviews and approves the compensation of the President/CEO by a comparison to market data. Kevin Lamb Director 633 Used Michael Gore for Paid Legal Advice - Lamb and Gore are both attorneys at Jones Foster. 0 Chris Goldberg Director Insurance agent services 0 Dan Ponton Director 16797 Paid for services for events held at Mr. Ponton's membership club. 0 Paul Leone Director 138470 Fees paid for events held at the Breakers, where Mr. Leone serves as an executive. 0 Form 990, Part VI, Section A, line 2 Relationships between board members were as follows: Bob Wright and Susan Keenan Wright Husband and Wife Bob Vila and Diana Barrett Husband and Wife Garrison D. Lickle and Renee K. Lickle Mother & Son David S. Mack and William L. Mack Brothers Leo A. Vecellio, Jr. and Kathryn Vecellio Husband & Wife Form 990, Part VI, Section A, line 6 The Organization has members which may be residential, corporate or by sponsorship. Members are required to contribute annual dues to sustain the Organization in accomplishing its mission. Form 990, Part VI, Section A, line 7a Directors shall be elected by the vote of the general membership at the annual meeting of the general membership of the Civic Association. Directors elected at the annual meeting of the general membership of the Civic Association shall hold office for one-year terms. The Board shall designate annually, 17 of its members to constitute members of the Executive Committee. The Executive Committee serves at the pleasure of the Board and runs the organization on a day-to-day basis. The Board shall designate annually not less than five of its members to serve on the Executive Committee for a term of three years. There shall be not more than 17 members of the Executive Committee each serving staggered three-year terms with approximately one third of the Executive Committee up for election by the Board each year Form 990, Part VI, Section A, line 7b Ultimately, all decisions of the governing body (the Executive Committee), are subject to approval by the Board who can vote the executive committee members out of office at the next annual meeting. In addition, all changes to the bylaws are subject to approval by the membership. The Board shall have the power to remove any director, either with or without cause, at any meeting of the Board. The Executive Committee may remove any officer at any time, either with or without cause. Form 990, Part VI, Section B, line 11b A copy of the Form 990 is given to the President, Treasurer, Audit Committee and/or Audit Committee Chair and Executive Committee for their independent review and approval, before the tax return is filed. Form 990, Part VI, Section B, line 12c All conflicts of interest are to be immediately reported to the Governance Committee and the Chairman of the Executive Committee. They are then recorded in the minutes of an executive committee meeting and the committee determines the appropriate action needed to address the conflict. A member who has a conflict shall not participate in any executive committee discussion, or other association committee discussion, in which the subject of the conflict is at issue. Form 990, Part VI, Section B, line 15 The compensation committee reviews and approves the compensation of the president/CEO by comparison to market data. Form 990, Part VI, Section C, line 18 The Organization makes its governing documents available to the public, upon request. Digital copies of the Form 990 are also available on Guidestar.org. Form 990, Part VI, Section C, line 19 The Organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. Form 990, Part XII, Line 2c Consistent with prior year, the Organization audit committee assumes responsibility for the oversight of the audit of the Organization's financial statements and the selection of an independent auditor. The Executive Committee is responsible for the final approval of the audited financial statements.