Circus And Traveling Shows Retirement Project, Inc.
P. O. Box 15121
Sarasota FL 34277
The Circus and Traveling Shows Retirement Project was founded to assist show people with age or health problems in their search for affordable housing in the Southwest Florida area.  Our goal is to obtain locations and establish communities where show people can live and share their tradition.
CEO/Executive Director No CEO
Board Chair Fr George Gerald Hogan
Board Chair Affiliation National Circus Chaplain
General Info
Organization DBA
The Circus and Traveling Shows Retirement Project
Showpeoples' Winter Quarters
Tax Exempt Status Public Supported Charity
Incorporation Year 2002
State Charitable Solicitations Permit Yes June 2018
State Registration Yes May 2017
Financial Summary
Projected Revenue $51,500.00
Projected Expenses $51,500.00
IRS Letter of Determination
IRS Determination LetterView
Other Documents
Health Dept PermitView
State RegistrationView
Showpeople's Winter Quarters applicationView
Consider a Planned GiftView
Impact Statement
Our organization is moving forward.  Our most important achievements include:
  1. We located appropriate property to provide affordable housing for showpeople and closed on it in January, 2015.  The property has been improved and currently have three  retired showpeople residing there and it is now ready for six  more.  In the near future we hope to have 10 families living on the project.  This was achieved in coorporation with the Community Loan Fund who provided the financing.  Unfortunately because of adverse zoning this property is not located in Sarasota or Manatee Counties, but is in a desirable location in Seffner, Florida, which is in Hillsborough County.
  2. The Dale Riker Memorial Fund continues to receive funding  to help enable it to  provide emergency aid to show people in need and has done so throughout 2015.
  3. We are in the process of perfecting a gift of a second suitable property in the form of a remainder interest from a show person and the documents are now in process.  A remainder interest in another suiitable property has been offered. and five planned cash gifts have also been established.
  4. Current donations and investment gains have helped to support the project during the year.
  5. We welcomed additional qualified board members and republished our brochure to reflect the additions and to include the new property.
  6. We contract with a bookkeeping service to develop our data base and handle day-to-day bookkeeping and correspondence.
  7. We contract with a real estate agent in Hillsborough County to manage    the Seffner property.
During 2016  we hope to:
  1. Finish property renovations and rent up the property.
  2. Increase the visibility of the Dorothy Herbert Book through distributions through related museum gift shops and related organization activities.  See that libraries have copies of the book which  helps to tell the story of the plight of showpeople required to leave the road.
Needs Statement
As an all volunteer organization, our most pressing need is for time and expertise including:
  1. Assistance in grant writing to write additional grants for both large and small projects.
  2. Legal assistance to assist with properties as they are acquired.
  3. Assistance in identifying additional qualifying properties in or near the Sarasota area.
  4. Of course we also need funding to retire the debt incurred in acquiring our property  and to cover any unexpected material improvements
  5. Assistance in developing and organizing a volunteer effort to help maintain our property.
Background Statement
The Circus and Traveling Shows Retirement Project was established in 2002 and a  501(c)(3) exemption was received in 2004 as a result of a need identified by those ministering to people in the traveling shows industries, an industry with an estimated 300,000 individuals at the time. The Project was established as and still is an all volunteer organization.  With the acquisition of property we have added contract services for accounting and real estate management.  
As zoning laws got more and more prohibitive, choices for places to return to when health or age forced temporary or permanent stays off the road diminished.  Therefore the Circus and Traveling Shows Ministries, a National Organization, in their annual meeting in 2002, encouraged the development of the Circus and Traveling Shows Retirement Project, Inc.  as an organization to investigate and satisfy the need.  In investigating possible solutions, this new organization discovered the Escapee Organization in Texas which provides similar facilities for those who make their homes in recreational vehicles.  As it had many of the same goals, it was used as a model for the early development of the Circus and Traveling Shows Retirement Project.  The Project chose Southwest Florida for its initial effort as it is a central location for many of those served.  Currently the Project has made a major step in achieving their mission with:
1.  Acquistion of properly zoned property that provides spaces for 10 families to live with their equipment along with additional property for related activities.  
2.  Agreements  for affordable rental space on an emergency basis in three locations.
3.  Promises of a remainder interest in three suitable properties that already has limited development that will satisfy the needs of a specific segment of those served.
4. The development of the Dale Riker Memorial Fund, in memory of our first Secretary/Treasurer, to provide immediate small dollar assistance when an emergency need is identified.
Areas Served
Areas Served
FL- Charlotte
FL- DeSoto
FL- Hillsborough
FL- Manatee
FL- Sarasota
Areas Served Comments
We are currently targeting the need in Southwest Florida, but with success here we hope to be able to duplicate the project in other areas where traveling show people are present.  Currently we have identified Hugo, Oklahoma, and North Central Texas, as possible locations for future projects.
Service Categories
Primary Org Type Housing, Shelter
Secondary Org Type Unknown
Tertiary Org Type
Statement from the Board Chair/Board President
Many have the perception that all people in the entertainment industry are wealthy and those who aren't have support.  The movies and legitimate theater have created homes for their elderly.  The circus & traveling shows industry has no such facility..  I have personally had experience with ex-performers who are homeless here in Sarasota.  The Circus and Traveling Shows Retirement Project was created because of this need.
Statement from the CEO/Executive Director
We do not have a CEO/Executive Director at this time.
To locate, acquire, and develop and manage  alternative affordable retirement options  for show people who have to leave the road either temporarily or permanently because of health or age issues
Budget $200,000
Category Housing, General/Other Housing, General/Other
Program Linked to Organizational Strategy Yes
Population Served Elderly and/or Disabled Elderly and/or Disabled Elderly and/or Disabled
Short Term Success
At the current time we have three locations that will accept traveling show people with a need for temporary space.  All three locations are affordable.  One has on-site management.
Long Term Success
The measure of whether or not we are successful comes when we get a call describing a need we serve and  whether or not we can  fill that need.  Our goal is to come as close to 100% as possible.
Program Success Monitoring
How to measure whether or not we are successful is not complicated.  Can we fill legimate needs that are identified.  The answer must be "yes" for us to call ourselves successful.
Program Success Examples
One of our major successes is backwards and unexpected.  We have come to the rescue of a property owner who wants to be sure that her property is maintained for the use of people with horses after she passes.  We had not envisioned that this type of assistance would exist.  It is a natural fit for our organization.
To provide emergency funds for those on or off the road to meet a specific need identified by those in the Circus and Traveling Shows Ministry as a part of their work.  The amount of funds is currently limited to $300 per emergency.
Budget $2,000
Category Housing, General/Other Housing, General/Other
Program Linked to Organizational Strategy Yes
Population Served Other Named Groups Other Named Groups Other Named Groups
Short Term Success
The existence of this fund provides an additional tool to be used by those ministering to those on the road to provide up a quick, easy answer to where can the money come from when an emergency need is encountered.
Long Term Success
The program continues to have Board support and the support of contributors.  The goal is to always have funds available to meet emergency needs and to continue to encourage those working with people on the move to identify these needs and be aware that there is a source for assistance. 
Program Success Monitoring
The flow of requests and the ability to satisfy those requests is the current measuring tool.
Program Success Examples
We have been able to provide emergency funds to assist an ex performer with corrective shoes needed to maintain her job to maintain her housing and a current worker with funds to provide for emergency supplies as examples of use of these funds.  The availability continues as needs are discovered.
Program Comments by Organization
At the present time we are focusing on moving forward with the property we have recently acquired,  while meeting immediate needs with whatever resources we can find.
CEO/Executive Director
CEO/Executive Director No CEO
CEO Term Start 0
CEO/Executive Director Email
Former CEOs/Executive Directors
Senior Staff
Staff & Volunteer Statistics
Full Time Staff 0
Part Time Staff 0
Staff Retention Rate % N/A
Professional Development No
Contractors 0
Volunteers 50
Management Reports to Board N/A
CEO/Executive Director Formal Evaluation N/A
Senior Management Formal Evaluation N/A
Non-Management Formal Evaluation No
We work in conjunction with but not as a part of The Circus and Traveling Shows Ministries, Inc.  We are supported by the various social clubs and trade associations made up of traveling show people.
External Assessments and Accreditations
Risk Management Provisions
Government Licenses
Organization Licensed by the Government Yes
Fundraising Plan No
Communication Plan No
Strategic Plan No
Strategic Plan Years
Strategic Plan Adopted 0
Management Succession Plan No
Continuity of Operations Plan No
Nondiscrimination Policy No
Whistle Blower Policy No
Document Destruction Policy No
Directors and Officers Insurance Policy No
Policies and Procedures No
Management Comments by Organization Our management is currently handled by volunteers with the assistance of contracts with professionals.
Planning & Policies Comments by Organization Ongoing Process.
Board Chair
Board Chair Fr George Gerald Hogan
Company Affiliation National Circus Chaplain
Board Term Jan 2016 to Dec 2016
Board Chair Email
Board Members
Board Members
Neil Cockerline Community Volunteer
Herta Cuneo Circus Professional
Mort Gamble Virginia University
FR George Gerald Hogan National Circus Priest
Rodney Huey Public Relations Consultant
Fr Mike Juran Retired
Larry Kellogg Public Relations Consultant
Judge John Larkin Florida Circuit Court Judge
Brian Liddicoat Community Volunteer
Donna McMahon Circus Professional
Ron Morris Spotlight Graphics
Fr. Richard Notter Circus Ministry Volunteer
Judith Ragona Retired
Herbert Ueckert Retired Educator and Circus Professional
Tino Wallenda-Zoppe High Wire Walker
John Wohlwend Retired Jeweler
Carol Zabotinsky Self Employed Event Planner
Constituency Includes Client Representation No
Board Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 17
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Gender
Male 13
Female 4
Unspecified 0
Board Term Lengths 1
Board Term Limits 99
Board Orientation No
Number of Full Board Meetings Annually 1
Board Meeting Attendance % 100
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
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Governance Comments by Organization
We have expanded our governance area with the acquistion of the Seffner property by adding a committee for overall  management of  the property, an on-site property manager,  and a development committee to assure that we will have adequate funds for this and future projects. We envisions that future projects when and if they occur will follow the same governance.
Fiscal Year Projections
Fiscal Year Begins 2016
Fiscal Year Ends 2016
Projected Revenue $51,500.00
Projected Expenses $51,500.00
Organization has Endowment Yes
Endowment Value $48,500.00
Capital Campaign
Currently In a Capital Campaign Yes
Anticipate Campaign within 5 years? Yes
Campaign Purpose To retire our mortgage at the end of five years.
Campaign Goal $90,000.00
Campaign Dates Feb 2015 to Jan 2020
Amount Raised To Date 7000 as of Sept 2015
IRS Form 990s
990 EZ 20152015
990 EZ2014
Historical Financial Review
Expense Allocation
Fiscal Year201520142013
Program Expense$41,614$1,634$300
Administration Expense$0$0$364
Fundraising Expense$0$0$0
Payments to Affiliates$0$0$0
Total Revenue/Total Expenses1.1167.62111.59
Program Expense/Total Expenses100%100%45%
Fundraising Expense/Contributed Revenue0%0%0%
Assets and Liabilities
Fiscal Year201520142013
Total Assets$385,804$241,413$124,676
Current Assets$33,045$220,850$4,932
Long-Term Liabilities$139,610$0$0
Current Liabilities$0$0$0
Total Net Assets$246,194$241,413$124,676
Top Funding Sources
Fiscal Year201520142013
Top Funding Source & Dollar AmountContributions, gifts, grants $32,791Contributions, gifts, grants $93,672Contributions, gifts, grants $67,297
Second Highest Funding Source & Dollar AmountProgram Service Revenue $9,526Investment Income $16,526Investment Income $6,430
Third Highest Funding Source & Dollar AmountInvestment Income $3,796Gross Profit from Sale of Inventory $285Sale of Books $370
CEO/Executive Director Compensation
Tax Credits No
Short Term Solvency
Fiscal Year201520142013
Current Ratio: Current Assets/Current Liabilities------
Long Term Solvency
Fiscal Year201520142013
Long-Term Liabilities/Total Assets36%0%0%
Financials Comments
Financial Comments by Organization The financial support we have received so far in 2016 has been a reward for all of our past efforts and provides motivation to move forward.  One donor has  made monthly pledges of $1,000 each for the purpose of making payments on the mortgage.  This  pledge is to run for the balance of 2016. In addition we have had additional planned giving promises along with significant support from memorials for both a past board member and circus greats who have passed.  We  plan to once again participate  in the Giving Challenge and we plan to mount an end-of-season campaign to hopefully motivate those on the road to recognize that some of them will not be able to return next season and to cause them to think about where they would go if that were to occur.  A special event is also in the planning stages to further support our projects and provide an additional source of revenue.  In addition we are developing two maintenance sources of funding that should result in a small inflow of funds on an ongoing basis.  We are sincerely grateful to the Community Foundation of Sarasota County and the  Community Loan Fund for trusting in us and providing the support and monies to make the property acquisition possible.
Financial Comments by Foundation Financial information was taken from the compilations provided, as the nonprofit filed a 990-N for tax years through 2013.   For 2014 and 2015, financial information was taken from the organization's Federal 990-EZ and compilations.
Nonprofit Circus And Traveling Shows Retirement Project, Inc.
Address P. O. Box 15121
Sarasota, FL
Phone 941 953-5786