2023-11-24T16:08:37-06:00 2023-04-30 651083521 Holyfield & Thomas LLC 125 Butler Street West Palm Beach FL 33407 990 2022-05-01 590542089 Palm Beach Civic Association Inc PALM 5616550820 139 So County Road Palm Beach FL 33480 Mary Robosson President 5616550820 2023-11-20 1 Mary Robosson 999009999 0 Scott Y Haynes CPA P01366363 5616896000 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Mary Robosson 139 So County Road Palm Beach FL 33480 2732213 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 8 17 0 0 2041476 2721099 0 0 3808 7485 -72474 -71214 1972810 2657370 9250 14500 0 0 1028778 1010216 0 0 50692 681253 940588 1719281 1965304 253529 692066 3106965 4338401 56534 608998 3050431 3729403 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 1533238 14500 Advancement of civic interest in the Town of Palm Beach, and the quality of life therein; devising, considering and advancing the best interests of Palm Beach by conducting educational programs and speaker series.For eight decades, the Palm Beach Civic Association has served as a cornerstone of the community, working tirelessly to protect and improve the quality of life in 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. (Continues on Schedule O) The Palm Beach Civic Association comprises numerous and varied committees that collaborate on key issues, ranging from environmental conservation and beautification to fiscal responsibility and healthcare. 1533238 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 11 0 1 8 1 0 0 0 0 0 0 0 0 0 0 X 17 17 1 0 1 0 1 1 1 1 1 0 0 1 1 1 1 0 0 1 1 0 FL X X Mary Robosson 5616550820 PO Box 286 Palm Beach FL 33480 Bob Wright Chairman & CEO/Executive Committee 4.00 X X 0 0 0 Michele Kessler Vice Chairman / Executive Committee 4.00 X X 0 0 0 Michael Pucillo Vice Chairman / Executive Committee 4.00 X X 0 0 0 Michael L Ainslie Treasurer / Executive Committee 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 Christine Aylward Director 2.00 X 0 0 0 Elizabeth Frawley Bagley Director 2.00 X 0 0 0 John W Ballantine 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 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 Dr Michael TB Dennis 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 Geri M Emmett Director 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 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 David Harrison Gilmour Director 2.00 X 0 0 0 Christopher Goldberg Director 2.00 X 0 0 0 Judy Goodman Director 2.00 X 0 0 0 Murray H Goodman 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 Nicki Harris Director 2.00 X 0 0 0 James G Held Director 2.00 X 0 0 0 Robert J Holuba 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 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 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 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 Harriet L Miller Director 2.00 X 0 0 0 Sydell L Miller 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/Executive Committee 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 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 Harold B Smith 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 2.00 X 0 0 0 Nicholas E Somers 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 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 Ralph N Del Deo Honorary 2.00 X 0 0 0 Alexander W Dreyfoos 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 325686 0 33889 Wendy Rutledge PBTV Anchor/Manager 40.00 X 125354 0 0 Philip Baldwin Videographer/Editor 40.00 X 100052 0 16285 551092 0 50174 3 0 1 0 0 1592344 241300 887455 24360 2721099 7572 7572 46 133 -87 -87 -87 18400 241300 74710 -56310 -56310 Change in value of ben 900099 -14904 -14904 -14904 2657370 0 0 -63729 14500 14500 595912 387342 178773 29797 300382 195250 90113 15019 20395 13256 6119 1020 38845 25249 11654 1942 54682 35543 16405 2734 2311 1964 347 118322 99854 18288 180 97701 83047 14654 35863 35863 83233 69721 13512 37988 32290 5698 94054 79946 14108 20979 17833 3146 20100 17085 3015 Program expenses 216261 216261 Membership publications 176832 176832 Equipment rental 18731 15921 2810 Repairs and maintenance 18213 15481 2732 1965304 1533238 381374 50692 409826 385928 10856 673926 137500 3284 10232 104899 62322 63556 42577 88282 98290 2531161 2989948 3106965 4338401 46334 87935 10200 10200 0 510863 56534 608998 X 1282788 1993574 1767643 1735829 3050431 3729403 3106965 4338401 692066 -13094 0 X X 0 1 X 1 0 X 1975265 1777181 2054176 2041476 2721099 10569197 1975265 1777181 2054176 2041476 2721099 10569197 10569197 2850 25485 5328 3883 7572 45118 10614315 0.99570 0.99620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1965304 1965304 248265 62066 0 0 238533 227978 235964 248265 950740 1426110 59633 56995 58991 62066 237685 356528 50681 35673 15008 39269 16473 22796 14949 10176 4773 42577 Beneficial interest in Stanely M. Rumbough Jr. Legacy Society 1393488 Beneficial interest in Trust 342341 Deposits 1725 PBCA Executive Committee Fund 745141 Operating right-of-use lease, net 507253 2989948 Operating lease obligation 510863 510863 X 2718986 61616 61616 2657370 0 2657370 2040014 74710 74710 1965304 0 1965304 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 -13,094. Fundraising expenses 74,710. Part XII, Line 2d - Other Adjustments: Fundraising Expenses 74,710. Annual Luncheon 259700 241300 18400 74710 259700 241300 18400 74710 74710 -56310 0 Scholarships awarded to community 5 14500 X X X X 0 0 0 0 0 0 0 0 0 Mary Robosson President /COO 290186 0 21000 0 14500 0 12315 0 21574 0 359575 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 2310 Used Michael Gore for Paid Legal Advice - Lamb and Gore are both attorney at Jones Foster. 0 Chris Goldberg Director 254 Insurance agent services 0 Dan Ponton Director 25104 Paid for services for events held at Mr. Ponton's membership club. 0 Paul Leone Director 115745 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 4 The Organization added term limits for officers. Previous policy - 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. Addition to policy - 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 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 and the Audit Committee and/or Audit Committee Chair 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.