Punta Gorda Isles Civic Association
2001 SHREVE ST
PUNTA GORDA FL 33950-5923
Mission

To enhance the quality of life in Punta Gorda Isles as a vibrant and unique  waterfront community.

Leadership
CEO/Executive Director Beth Magnin
Board Chair Debby Carey
Board Chair Affiliation Community Volunteer
General Info
Organization DBA
DBA
0
Tax Exempt Status Public Supported Charity
Incorporation Year 2004
State Charitable Solicitations Permit Yes Apr 2018
State Registration Yes Apr 2017
Financial Summary
 
 
Projected Revenue $336,079.00
Projected Expenses $377,063.00
IRS Letter of Determination
IRS Letter of DeterminationView
Impact Statement

Accomplishments:

  • Close to 600 Educational Classes and  Sandwich Seminars are hosted at the PGICA each year

  • 27 Clubs are supported by the PGICA. These clubs meet regularly at the facility (over 1000 meetings per year). Several clubs center on community outreach. For example, the Beyond Ourselves Club typically raises over $40,000 annually for children after school nutrition and education programs.

  • Continued to be responsible for the Punta Gorda Isles Annual Christmas Boat Parade. The parade is attended by upwards of 7000 people annually.

  • Completed the redesign of the classroom adding movable walls and more configurable furniture to increase utilization of this space for meetings, classes and events - Funds were raised during the 2015 Giving Challenge.

  • Completed upgrading the lighting in the Performing Hall (used for speakers, performances) – Funds were raised during the 2015 Giving Challenge.

Goals:

  • Continue to increase programs for membership and community at large (Educational Programs, Seminars, Performances, etc.).

  • Upgrade PGICA website to allow for more streamlined access to program and educational information and also allow for access via all mobile and tablet devices – Cost $5000.

Needs Statement
  • Upgrade PGICA website to allow for more streamlined access to program and educational information and also allow for access via all mobile and tablet devices – Cost $10,000.

  • West Wing Expansion - In order to accommodate the increasing needs of the facility, additional space is needed.  A stand-alone building needs to be constructed to house our ever-growing loaner program and club storage lockers.  This will free up space needed for additional classrooms. - Cost $100,000.

Background Statement

PGICA was granted 501(c)(3) nonprofit status by the IRS on December 28, 2004. It had been a 501(c)(4) nonprofit organization.

The Punta Gorda Isles Civic Association (PGICA) is committed to providing meaningful and effective educational programs to its members and the community at large.   The facility also provides meeting space for local and county government outreach programs and non-profit organizations such as the Celebrate Life Cancer Support Group, Wounded Warrior Anglers, Parkinson’s Disease Support Group, and Alzheimer’s Support Group.

Development and support of initiatives that provide for the health, safety and welfare of our community is fundamental to the Association’s core values. We work to strengthen the organization’s capacity to timely respond to issues affecting the community, fostering and supporting disaster mitigation and recovery programs for Punta Gorda Isles.

Communication is of foremost importance and we strive to monitor land development regulations and act as a liaison between the local and county government and our membership.

With almost 5,000 members, it is a central information resource for residents and a conduit of their concerns to city and county governments.

The PGICA began in 1962, purchased the building at 1800 W. Marion in 1978, and in September 2005 moved to a new building at Shreve and Magdalina.

The PGICA provides housing for the US Coast Guard Flotilla 98. The PGICA facility provides a radio room, storage for vehicles and hosts Guard meetings and classes.  PGICA Membership is currently over 2300 households.
Areas Served
Areas Served
Area
FL- Charlotte
Areas Served Comments Punta Gorda Isles - Zip Code 33950
Service Categories
Primary Org Type Education
Secondary Org Type Mutual & Membership Benefit
Tertiary Org Type
Statement from the Board Chair/Board President
Programs
Description

The Commentator is a 48-56 page PGICA newsletter that is mailed to each member every month (except August). It contains key information about the activities at the PGICA as well as key information about the community at large. 

Contents include:
  • Club Information: Description, past and future activities, membership and contact information is provided on each of the 27 clubs in the PGICA
  • Lunch & Learn Events – Seminars focused on medical topics held in conjunction with the local medical community

  • Education Programs – Art, Exercise, Dance, Boat Safety, etc.

  • Support Group Meetings – Parkinson’s Disease, Alzheimer’s Disease, Celebrate Life, etc.

  • Local Government Liaison Readout

  • Major Events & Programs

  • Community Calendar – 2 page view of all events

  • Classified and Non-Profit Ads

Budget $60,800
Category Education, General/Other Adult Education
Program Linked to Organizational Strategy Yes
Population Served Adults Elderly and/or Disabled US
Short Term Success

Activity levels of the clubs and programs are key to the success of the publication. If the clubs are active and programs and events are scheduled, the membership will look to the Commentator for activity and event information.

Long Term Success

The Commentator has grown from 10 (black & white) pages in 2000 to the current 56 (color) pages. This is due to the growth in membership, programs, clubs and events at the PGICA. Long term success is tied to this continued growth.

Program Success Monitoring

The Executive Director and a small staff of volunteers are in charge of this publication. All content is submitted and reviewed by this group to ensure content accuracy and quality.

Program Success Examples

The monthly Commentator is much sought after publication. Members will keep past issues as reference as well as past them on to new residents as a reference about the community.

Description

The PGICA Loaner Program is a well-used benefit of membership providing free rental of equipment for sick room or nursery.  This program is a project of the Health, Safety and Welfare Director who sits on the Board of Directors. 

Pack-n-Plays, strollers, car seats, highchairs, wheel chairs, shower seats, bedside commodes, crutches and walkers and many more items are available to borrow free of charge. Equipment is loaned for up to thirty days. A limit of 3 items per rental is imposed during peak holiday periods.

Used items are donated to the program by the membership. PGICA purchases additional new equipment as needed.

Budget $800
Category Human Services, General/Other Household Goods Provision
Program Linked to Organizational Strategy Yes
Population Served Adults Aging, Elderly, Senior Citizens Children and Youth (0 - 19 years)
Short Term Success

Success of the program is directly tied to the availability of an item when a member needs it. The availability of inventory during high season and the commitment of the membership to return the items in a timely fashion to make them available to other members is key to this success criteria. Borrowers also agree to return items in clean, ready-to-“rent” condition.

Long Term Success

The ability to borrow equipment at no cost during a medical illness or for child care helps the member financially and is a major benefit to the membership.  Long term success is tied to the ability of membership to continue to donate used items to add to and restock the inventory.

Program Success Monitoring

Front Desk volunteers manage the program for the Association. Members check out the equipment at the front desk during regular business hours of 8:30 a.m. to 4:00 p.m. Monday through Friday.

The PGICA Loaner Program is a self-reporting program. This means the borrower makes note of any problems or condition issues that need to be addressed prior to the item’s next rental. The borrower then passes this information along to the desk volunteer when the item is returned.

When the borrower returns the items, the desk volunteer logs in the item(s) and the borrower returns the item(s) to the storage room.

Program Success Examples

The loaner program is most active in high season. Current inventory is adequately supporting the membership during this time.

Description

The Health, Safety and Welfare Education Program is a key program for the PGICA.   Under the direction of the Health, Safety and Welfare Director (from the Board of Directors), this program provides "Sandwich" Seminars focused on providing educational programs for the community at large. 

The PGICA works in conjunction with the local medical community (hospitals and doctors) to offer monthly seminars on medical topics.  The seminars are designed to educate the community on key topics of interest based on the demographics of Punta Gorda Isles.

The PGICA also works with other organizations like the Coast Guard to provide seminars on Boating safety and other topics of interest.

The "Sandwich" Seminars continue to be well attended and we strive to add additional ones each year.

We also work with local organizations to offer Flu Shots and the Blood Mobile. 
Budget $400
Category Education, General/Other Educational Programs
Program Linked to Organizational Strategy Yes
Population Served Adults Elderly and/or Disabled Adults
Short Term Success

Short-term success is measured by attendance numbers.  If the seminars are successful, residents will continue to attend and make suggestions for additional seminars.

Long Term Success

Long term success is education of the community and the ability of the medical community to more closely connect with the membership at large.

Program Success Monitoring Attendees register for the seminar in advance and counts of attendees are taken at the seminar. The Health, Safety and Welfare Director monitors the attendance and works with organizations to schedule additional seminars based on feedback and suggestions.
Program Success Examples

The number of seminars has increased year over year and the feedback from the attendees is positive.  This will continue to be monitored and tracked each year. 

CEO/Executive Director
CEO/Executive Director Beth Magnin
CEO Term Start Apr 2005
CEO/Executive Director Email bethmagnin@pgica.org
Former CEOs/Executive Directors
NameTerm
Senior Staff
NameTitle
Marge Hall Executive Assistant
Connie Merritt Executive Assistant
Staff & Volunteer Statistics
Full Time Staff 1
Part Time Staff 3
Staff Retention Rate % 100
Professional Development Yes
Contractors 2
Volunteers 350
Management Reports to Board Yes
CEO/Executive Director Formal Evaluation Yes
Senior Management Formal Evaluation Yes
Non-Management Formal Evaluation Yes
Collaborations
Punta Gorda Fire Department
Punta Gorda Police Department 
Punta Gorda City Council 
Friends of the Punta Gorda Library
Peace River Wildlife Center
TEAM Punta Gorda 
Punta Gorda Historic Mural Society 
New Operation Cooper Street
Back Pack Kidz Program - Yah Yah Girls
Punta Gorda Isles Green Thumbs
South County Coalition 
External Assessments and Accreditations
Assessment/AccreditationYear
Risk Management Provisions
Accident and Injury Coverage
Automobile Insurance
Directors and Officers Policy
General Property Coverage
Workers Compensation and Employers' Liability
Flood
Government Licenses
Organization Licensed by the Government No
Plans
Fundraising Plan No
Communication Plan No
Strategic Plan Yes
Strategic Plan Years 10
Strategic Plan Adopted Apr 2016
Management Succession Plan No
Continuity of Operations Plan No
Policies
Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy No
Directors and Officers Insurance Policy Yes
Policies and Procedures Yes
Board Chair
Board Chair Debby Carey
Company Affiliation Community Volunteer
Board Term Jan 2017 to Dec 2017
Board Chair Email pgijoy@outlook.com
Board Members
Board Members
NameAffiliation
William Albers Community Volunteer
Debby Carey Community Volunteer
John Dauster Community Volunteer
Carol Duncan Community Volunteer
Carol Geiger Community Volunteer
Randy Hall Community Volunteer
Barbe Koss Community Volunteer
Janet Lynn Community Volunteer
John Miller Community Volunteer
Cindy Morrell Community Volunteer
Ron Olsen Strang, Olsen & Lynch, CPAs
Ray Rose Community Volunteer
Aaron Wagner Community Volunteer
Constituency Includes Client Representation Yes
Board Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 13
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Gender
Male 7
Female 6
Unspecified 0
Governance
Board Term Lengths 2
Board Term Limits 3
Board Orientation Yes
Number of Full Board Meetings Annually 12
Board Meeting Attendance % 83
Board Self-Evaluation No
Written Board Selection Criteria No
Board Conflict of Interest Policy Yes
% of Board Making Monetary Contributions 100
% of Board Making In-Kind Contributions 100
Standing Committees
Human Resources / Personnel
Investment
Building
Strategic Planning / Strategic Direction
Fiscal Year Projections
Fiscal Year Begins 2017
Fiscal Year Ends 2017
Projected Revenue $336,079.00
Projected Expenses $377,063.00
Total Projected Revenue includes "in-kind" contributions/ donations No
Organization has Endowment Yes
Endowment Value $23,000.00
Endowment Spending Policy Income Only
Capital Campaign
Currently In a Capital Campaign No
Campaign Purpose
Campaign Goal
Campaign Dates 0 to 0
Amount Raised To Date 0 as of 0
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 Year201620152014
Foundation and
Corporation Contributions
$0$0$0
Government Contributions$2,100$300$1,200
Federal$0$0$0
State$0$0$0
Local$0$0$0
Unspecified$2,100$300$1,200
Individual Contributions$0$29,287$0
$0$0$0
$240,012$241,081$249,239
Investment Income, Net of Losses$246$383$460
Membership Dues$128,010$116,575$111,716
Special Events$49,384$84,393$0
Revenue In-Kind$0$0$0
Other$0$0$34,490
Expense Allocation
Fiscal Year201620152014
Program Expense$382,924$421,305$377,802
Administration Expense$33,663$33,633$33,916
Fundraising Expense$0$0$0
Payments to Affiliates$0$0$0
Total Revenue/Total Expenses1.011.040.96
Program Expense/Total Expenses92%93%92%
Fundraising Expense/Contributed Revenue0%0%0%
Assets and Liabilities
Fiscal Year201620152014
Total Assets$2,186,011$2,175,593$2,146,855
Current Assets$570,531$320,391$529,836
Long-Term Liabilities$0$0$0
Current Liabilities$8,777$5,154$3,021
Total Net Assets$2,177,234$2,170,439$2,143,834
Top Funding Sources
Fiscal Year201620152014
Top Funding Source & Dollar AmountMembership Dues $128,010Membership Dues $116,575Membership Dues $111,716
Second Highest Funding Source & Dollar AmountCommentator & Directory $113,877Commentator & Directory $113,746Commentator & Directory $100,148
Third Highest Funding Source & Dollar AmountFundraising $49,384Fundraising $84,393Community Education $43,049
CEO/Executive Director Compensation $50,001 - $75,000
Tax Credits No
Solvency
Short Term Solvency
Fiscal Year201620152014
Current Ratio: Current Assets/Current Liabilities65.0062.16175.38
Long Term Solvency
Fiscal Year201620152014
Long-Term Liabilities/Total Assets0%0%0%
Financials Comments
Financial Comments by Foundation Financial information taken from the organization's Federal 990s.  Contributions include corporate and foundation support.
Nonprofit Punta Gorda Isles Civic Association
Address 2001 SHREVE ST
PUNTA GORDA , FL 33950 5923
Phone 941 637-1655

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.