2025-10-25T14:53:44-05:00 2025-04-30 651083521 Holyfield & Thomas LLC 125 Butler Street West Palm Beach FL 33407 990 2024-05-01 590542089 Palm Beach Civic Association Inc PALM 5616550820 139 So County Road Palm Beach FL 33480 Mary Robosson President 5616550820 2025-10-21 1 0 Scott Y Haynes CPA P01366363 5616896000 2024 2025-03-06 01:10:19Z Mary Robosson 139 So County Road Palm Beach FL 33480 4664866 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 17 0 0 2177507 2436572 0 0 77061 174366 -73165 -75739 2181403 2535199 12500 14250 0 0 1259714 1518161 0 0 76520 897812 816500 2170026 2348911 11377 186288 4299924 4525835 543071 482682 3756853 4043153 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 1732564 14250 The Palm Beach Civic Association (PBCA) had a successful season of programs and forums. The PBCA exceeded its membership and fundraising goals. During the season, the PBCA held 3 Signature Series events with well-known speakers including political analyst Charlie Cook, TV broadcaster Deborah Norville and former Ambassador Elizabeth Frawley Bagley.The Annual Community Service Award Breakfast featured TV journalist Richard Engel as the keynote speaker.(Continued on Schedule O) The PBCA hosted a Welcome Back Community Forum that educated attendees on water quality and a Traffic Forum to discuss traffic issues on the island. 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. The PBCA award winning news reached nearly 5,000 subscribers and the communications team also worked with the Health Care Committee to produce a 2-part educational video series on heart disease and strokes. PBTV produced a hurricane special with information to prepare residents before, during and after a storm. The team developed and produced a new series highlighting cultural institutions: Felicia Taylor Arts Legacy Series and created a new studio interview program with notable people on the island: Studio 33480 with Tim Malloy. All communications are shared to our social media page with over 3,000 followers. 1732564 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 8 0 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 1 1 1 0 FL X X Mary Robosson 5616550820 PO Box 286 Palm Beach FL 33480 Michael Pucillo 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 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 Director/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 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 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 Susan Cohon Director 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 Chris Cowie Director 2.00 X 0 0 0 Wendy Bingham Cox 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 Sam Dashiell 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 Paul Efron 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 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 Peter Gottsegen Director 2.00 X 0 0 0 Oliver Grace 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 Dr Michael Kafrissen 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 Garrison duP Lickle Director 2.00 X 0 0 0 Renee K Lickle 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 Audrey McNiff Director 2.00 X 0 0 0 James Meany Director 2.00 X 0 0 0 S Christopher Meigher III Director 2.00 X 0 0 0 Bob Merrill Director 2.00 X 0 0 0 William A Meyer 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 /Executive Committee 2.00 X 0 0 0 Bob Nowak Director 2.00 X 0 0 0 John Olson 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 Edwin Phelps 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/Executive Committee 2.00 X 0 0 0 Edwin Robbins Director 2.00 X 0 0 0 Ronald Rosenfeld Director 2.00 X 0 0 0 E Burke Ross Jr Director 2.00 X 0 0 0 Richard Rothchild 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/ Executive Committee 2.00 X 0 0 0 Christopher W Storkerson 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 Susan Van Pelt 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 Ellen F Linman Honorary 2.00 X 0 0 0 George J Michel Jr Honorary 2.00 X 0 0 0 Philip M Byrne Honorary 2.00 X 0 0 0 Robert E Nederlander 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 40.00 X 372976 0 40072 Jane Le Clainche CFO/HR Manager 32.00 X 115549 0 2331 Philip Baldwin Videographer/Editor 40.00 X 115731 0 21829 Martha Parker Senior Manager of Member Relations 40.00 X 106653 0 20636 Sally Lewis-Helms Media Specialist 36.00 X 122170 0 0 Dayma Cortes Operations and Programs Manager 40.00 X 108018 0 6481 941097 0 91349 6 0 1 0 0 1788020 203995 444557 2436572 132911 132911 2047895 2006440 41455 41455 41455 47488 203995 123227 -75739 -75739 2535199 0 0 98627 14250 14250 420882 273573 126264 21045 902236 586453 270672 45111 38043 24728 11413 1902 75172 48861 22552 3759 81828 53189 24548 4091 35733 27926 7195 612 26332 26332 38668 32868 5800 65986 65986 77284 65693 11591 50469 42898 7571 99481 84559 14922 13643 11598 2045 28279 24037 4242 Program expenses 177704 177704 Membership publications 171724 171724 Repairs and maintenance 24393 20734 3659 Equipment Rental 6804 5783 1021 2348911 1732564 539827 76520 188838 28102 6310 0 24257 4326 104899 96945 21597 7954 4058922 4485453 4299924 4525835 91982 105843 10200 10200 440889 366639 543071 482682 X 3449261 3712198 307592 330955 3756853 4043153 4299924 4525835 186288 100012 0 X X 0 1 X 1 0 X 2054176 2041476 2721099 2177507 2436572 11430830 2054176 2041476 2721099 2177507 2436572 11430830 11430830 5328 3883 7572 85336 132911 235030 11665860 0.97990 0.98830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 2348911 2348911 267446 66862 0 0 235964 248265 258501 267446 1010176 1515264 58991 62066 64625 66862 252544 378816 50681 50679 2 39269 31549 7720 14949 14717 232 7954 Beneficial Interest in Trust 330955 Deposits 1725 Operating right-of-use lease, net 357082 Beneficial interest in Stanely M. Rumbough Jr. Legacy Society 1760689 Raymond J. Kunkel Fund 124301 PBCA Executive Committee Reserve Fund 1910701 4485453 Operating lease obligation 366639 366639 X 2732106 76649 146590 223239 2508867 26332 26332 2535199 2445806 123227 123227 2322579 26332 26332 2348911 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 value of beneficial interest in trust 23,363. Fundraising expenses 123,227. Part XII, Line 2d - Other Adjustments: Fundraising Expenses 123,227. Annual Luncheon 251483 203995 47488 97949 25278 251483 203995 47488 97949 25278 123227 -75739 0 Scholarships awarded to community 6 14250 X X X X 0 0 0 0 0 0 0 0 0 Mary Robosson President 309692 0 45000 0 18284 0 20700 0 19372 0 413048 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. Chris Goldberg Director Paid Insurance companies directly 0 Dan Ponton Director 18005 Paid for services for events held at member club. 0 Paul Leone Director 72859 Fees paid for events held at the Breakers. 0 Will Matthews Director Events held at the Flagler Museum, provided venue for no charge. 0 John Blades Director Events held at the Flagler Museum, provided venue for no charge. 0 Chris Storkerson Director 28465 Paid fees for banking and investment management services - Northern Trust 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.