Florida Winefest And Auction Inc
PO Box 4193
Sarasota FL 34230
Mission
PROVIDE FUNDING TO QUALIFIED  CHARITABLE ORGANIZATIONS FOR PROGRAMS ASSISTING DISADVANTAGED CHILDREN, YOUTH AND FAMILIES IN SARASOTA AND MANATEE COUNTIES. (FLORIDA)
Leadership
CEO/Executive Director Mrs. Sandra W. Loevner
Board Chair Ms. Sandra Wrigley Loevner
Board Chair Affiliation none
General Info
Organization DBA
DBA
Supported Organization
Former Names
Tax Exempt Status Public Supported Charity
Incorporation Year 1991
Awarded competitive grant from Community Foundation in the last 5 years?
State Charitable Solicitations Permit Yes Sept 2015
State Registration Yes Sept 2014
IRS Letter of Determination
View
Financial Summary
 
 
Projected Revenue $400,000.00
Projected Expenses $200,000.00
Other Documents
Impact Statement
We awarded $150,000+ in grants and to date have funded $7.8 million to 77 different charities.  Our goal for the current year is to continue hosting first-class fundraising events in an effort to award grants totaling more than $150,000 to those deserving children's charities that benefit as a result of our fundraising efforts.
Needs Statement
  1. To attract  200 qualified volunteers to assist in our 3-day annual fund-raising event, March 20-22, 2015.
  2. To secure 40 additional world-class wineries for our 2015 events.
  3. To secure sponsorship of $150,000 to underwrite our 2015 events.
  4. A retired professional marketing volunteer. 
Background Statement
For the past 24 years, Florida Winefest & Auction has awarded more than $7.8 million in grants to disadvantaged children's charities in Sarasota and Manatee counties as a result of our first-class food and wine event held annually.  Due to the support of our Board of Directors, sponsors, donors, vendors, volunteers and the community, Florida Winefest will continue to help those children's charities that are in need of our monetary assistance in order to benefit those children in need.
Areas Served
Areas Served
Area
FL
Service Categories
Primary Org Type Youth Development
Secondary Org Type
Tertiary Org Type
Keywords
Children - Youth - Disadvantaged - At-Risk - Families
Statement from the Board Chair/Board President
Many youth-oriented organizations in our community would not be able to provide programs if it were not for our support.
Statement from the CEO/Executive Director
Sandy Loevner has been the volunteer Executive Director for 21 years working with a dedicated Board of Directors.  Florida Winefest & Auction has one employee.
Programs
Description
The Florida Winefest & Auction is organized by a group of dedicated volunteers to be a first-class fun event which helps children in need. In the last 24 years, Florida Winefest & Auction has supported over 77 different charitable agencies awarding over $7.8 million in charitable grants. Each year grant applications are submitted to the Florida Winefest by qualified not-for-profit charities. The applications are reviewed by the Florida Winefest Grants Committee. The funding decisions and commitments are made in February for proceeds from the upcoming March events.
Budget $200,000
Category Youth Development, General/Other Youth Development, General/Other
Program Linked to Organizational Strategy Yes
Population Served Children and Youth (0 - 19 years) Children and Youth (0 - 19 years) Children and Youth (0 - 19 years)
Short Term Success
In the short term, strong local organizations that enhance the lives of our community's most vulnerable children receive sustaining financial support to continue their important missions. With increased demand for services, our funding becomes more important each year.
Long Term Success Over time, our grants have made it possible for disadvantaged children to have their potential more fully realized and for youth to lead self-sufficient and productive lives.
Program Success Monitoring Mothers Helping Mothers, for example, submits a monthly monetary request and their program is monitored twice a year by a visit from the grants committee.  A final accounting is submitted at the end of the grant period.
Program Success Examples
Florida Winefest & Auction, Inc. has awarded approximately $443,000 to Mothers Helping Mothers over 15 years. This organization makes a difference in children's lives every day providing for their safety and growing needs. They assisted 11,000+ children and their needs from May 2012 to April 2013.
 
From the charity...“The faithful support of the Florida Winefest has made a difference in the lives of literally thousands of babies in our own back yard. Because of Winefest funding, Mothers Helping Mothers has been able to purchase more than 1,100 cribs for babies whom otherwise would not have a crib; more than 4,300 packs of diapers, about 85 car seats, and 240 Pack n’ Plays that are used as bassinets. 136 toddler beds have been provided for very young children; many of these children have been sleeping on the floor, and this is their first bed. We are so thankful!!”
Comments
Program Comments by Organization Economic challenges have been affecting our community for the past several years, ultimately affecting sponsorship, donations and monetary support. In an effort to continue receiving such support, we have reached out to others who are in a position to help this organization with unlimited opportunities to support our cause.
Program Comments by Foundation
CEO/Executive Director
CEO/Executive Director Mrs. Sandra W. Loevner
CEO Term Start Jan 1992
CEO/Executive Director Email sandy@floridawinefest.org
Former CEOs/Executive Directors
NameTerm
Senior Staff
NameTitle
Staff & Volunteer Statistics
Full Time Staff 1
Part Time Staff 0
Staff Retention Rate % 100
Professional Development No
Contractors 3
Volunteers 200
Management Reports to Board Yes
CEO/Executive Director Formal Evaluation No
Senior Management Formal Evaluation No
Non-Management Formal Evaluation N/A
Collaborations
As a fund-raising organization providing grants to organizations benefiting disadvantaged children, we do not collaborate with other organizations for fund-raising.  
Affiliations
AffiliationYear
External Assessments and Accreditations
Assessment/AccreditationYear
Awards & Recognition
Award/RecognitionOrganizationYear
Risk Management Provisions
Government Licenses
Organization Licensed by the Government
Plans
Fundraising Plan No
Communication Plan No
Strategic Plan No
Strategic Plan Years N/A
Strategic Plan Adopted 0
Management Succession Plan No
Policies and Procedures No
Continuity of Operations Plan No
Policies
Nondiscrimination Policy No
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes
Comments
Management Comments by Organization
Management Comments by Foundation
Board Chair
Board Chair Ms. Sandra Wrigley Loevner
Company Affiliation none
Board Term June 2014 to May 2016
Board Chair Email sandy@floridawinefest.org
Board Members
Board Members
NameAffiliation
Mrs. Suzanne Armbruster Community Volunteer
Mr. David S. Band Esq.Band Weintraub PL
Mr. Doug Barker SNN Local News 6
Ms. Margo Bohaty Community Volunteer
Mr. Carl Cannova Community Volunteer
Mr. Chris Covelli Viking Culinary Center Chef
Mrs. Linda DeMello USF College of Nursing
Mr. Trey Desenberg Community Volunteer
Mrs. Judy A. Fiala Community Volunteer
Ms. Marjorie A. Floyd Strategic Marketing
Mrs. Sandra Wrigley Loevner Community Volunteer
Mr. Ben Marich none
Mr. Paul Mattison Mattison's Culinary Group
Mr. Jack McKissock Aladdin Equipment Company
Mr. Ray Pilon community volunteer
Mrs. Catherine Rustin Rustin Print Group
Mr. Jim Shedivy Red Moon Solutions
Mrs. Lindy Smith Aladdin Equipment Company
Ms. Beckie Stoner Kerkering Barberio
Student serving on the board through Community Youth Development? No
Board Demographics - Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 18
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Demographics - Gender
Male 10
Female 9
Unspecified 0
Governance
Board Term Lengths 3
Board Term Limits 0
Board Orientation No
Number of Full Board Meetings Annually 6
Board Meeting Attendance % 66
Board Self-Evaluation No
Written Board Selection Criteria No
Written Conflict of Interest Policy Yes
% of Board Making Monetary Contributions 100
% of Board Making In-Kind Contributions 72
Constituency Includes Client Representation
Standing Committees
Comments
Governance Comments by Organization
Governance Comments by Foundation
Fiscal Year Projections
Fiscal Year Begins 2013
Fiscal Year Ends 2014
Projected Revenue $400,000.00
Projected Expenses $200,000.00
Endowment Value
Endowment Spending Policy N/A
Endowment Spending Policy %
Capital Campaign
In a Capital Campaign No
Campaign Purpose
Campaign Goal
Campaign Dates 0 to 0
Amount Raised To Date 0 as of 0
Capital Campaign Anticipated in Next 5 Years?
IRS Form 990s
2013 9902013
9902012
2012 9902012
9902011
9902010
9902009
9902008
Audit/Financial Documents
Historical Financial Review
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201320122011
Foundation and
Corporation Contributions
$0$0$0
Government Contributions$0$0$0
Federal$0$0$0
State$0$0$0
Local$0$0$0
Unspecified$0$0$0
Individual Contributions$34,131$1,185$56,162
$0$0$0
$0$0$0
Investment Income, Net of Losses$5,637$15,557$10,702
Membership Dues$0$0$0
Special Events$123,625$382,011$261,662
Revenue In-Kind$62,383$83,729$89,296
Other$2,027$21,388$17,975
Expense Allocation
Fiscal Year201320122011
Program Expense$134,350$139,325$155,676
Administration Expense$136,594$148,227$135,760
Fundraising Expense$7,674$302,626$165,142
Payments to Affiliates$0$0$0
Total Revenue/Total Expenses0.590.710.76
Program Expense/Total Expenses48%24%34%
Fundraising Expense/Contributed Revenue5%79%52%
Assets and Liabilities
Fiscal Year201320122011
Total Assets$532,668$665,517$835,900
Current Assets$529,823$662,672$829,805
Long-Term Liabilities$0$0$0
Current Liabilities$57,203$76,854$77,200
Total Net Assets$475,465$588,663$758,700
Top Funding Sources
Fiscal Year201320122011
Top Funding Source & Dollar AmountFundraising $123,625Special Events and Auctions $382,011Special Events and Auctions $261,662
Second Highest Funding Source & Dollar AmountContributions, gifts, grants $34,131Other $21,388Contributions, gifts, grants $56,162
Third Highest Funding Source & Dollar AmountInvestment Income $5,637Investment income $15,557Other $17,975
CEO/Executive Director Compensation N/A
Co-CEO/Executive Director Compensation
Tax Credits
Solvency
Short Term Solvency
Fiscal Year201320122011
Current Ratio: Current Assets/Current Liabilities9.268.6210.75
Long Term Solvency
Fiscal Year201320122011
Long-Term Liabilities/Total Assets0%0%0%
Financials Comments
Financial Comments by Organization
Financial Comments by Foundation Foundations and corporations are included with individual contributions as they were not separated in the 990 or audit.  For tax years 2009 - 2012, financial figures were taken from the audited financial statements.  For tax year 2008, the financial figures were taken from the 990, as no financial statements were provided for that year.  For 2009 and 2010, the audited financial statements reconcile with the Federal tax returns.
Nonprofit Florida Winefest And Auction Inc
Address PO Box 4193
Sarasota, FL 34230
Primary Phone 941 952-1109

THE COMMUNITY FOUNDATION OF SARASOTA COUNTY, INC. IS A REGISTERED 501(C)(3) NON-PROFIT CORPORATION. A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE WITHIN THE STATE (1-800-HELP-FLA) OR FROM THE WEBSITE: WWW.FRESHFROMFLORIDA.COM. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE. ONE HUNDRED PERCENT (100%) OF EACH CONTRIBUTION IS RECEIVED BY THE COMMUNITY FOUNDATION OF SARASOTA COUNTY. REGISTRATION #SC-02471.