Circus And Traveling Shows Retirement Project, Inc.
4588 Longwater Chase
Sarasota FL 34235
Mission
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.
Leadership
CEO/Executive Director No Executive Director
Board Chair Fr George Gerald Hogan
Board Chair Affiliation National Circus Chaplain
General Info
Organization DBA
DBA
The Circus and Traveling Shows Retirement Project
Showpeoples' Winter Quarters
Circus and Traveling Showpeople's Winter Quarters
Tax Exempt Status Public Supported Charity
Incorporation Year 2002
State Charitable Solicitations Permit Yes June 2018
State Registration Yes May 2018
Financial Summary
 
 
IRS Letter of Determination
Name
IRS Determination LetterView
Other Documents
Health Dept PermitView
Health Dept PermitView
Circus and Traveling Showpeople's Winter QuartersView
State RegistrationView
Showpeople's Winter Quarters applicationView
Consider a Planned GiftView
Impact Statement
Our most important achievements include:
  1. In 2016 we continued to develop property in Seffner Florida that has 10 sites for retired showpeople families to reside..  The property has been improved; there are 6 retired showpeople residing there and it is now ready for 4 more.  In the near future we hope to have 10 families living on the project.  This was achieved in cooperation with the Community Loan Fund which provided the financing.  
  2. The Dale Riker Memorial Fund continues to receive funding to help enable it to provide emergency aid to show people in need.
  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 suitable property has been offered and five planned cash gifts have also been established.
  4. We welcomed additional qualified board members and republished our brochure to reflect the additions and to include the new property.
  5. We contract with a bookkeeping service to develop our database and handle day-to-day bookkeeping and correspondence; we contract with a real estate agent in Hillsborough County to manage the Seffner property.
 
During 2018  we hope to:
  1. Finish property renovations to the water system.
  2. To continually 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
Area
FL- Sarasota
FL- Charlotte
FL- Manatee
FL- DeSoto
FL-Pinellas
FL- Hillsborough
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.
Programs
Description
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.
Description
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 a source of funds when an emergency need is encountered.
Long Term Success
Being able to always have funds available to meet emergency needs so that people on the move can know there is assistance available if needed.  The program continues to have Board support and the support of contributors.
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.
Comments
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 Executive Director
CEO Term Start 0
CEO/Executive Director Email catsretirement@gmail.com
Former CEOs/Executive Directors
NameTerm
Senior Staff
NameTitle
Staff & Volunteer Statistics
Full Time Staff 0
Part Time Staff 0
Staff Retention Rate % N/A
Professional Development No
Contractors 2
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
Collaborations
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
Assessment/AccreditationYear
Risk Management Provisions
Commercial General Liability
Government Licenses
Organization Licensed by the Government Yes
Plans
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
Policies
Nondiscrimination Policy No
Whistle Blower Policy No
Document Destruction Policy No
Directors and Officers Insurance Policy No
Policies and Procedures No
Comments
Management Comments by Organization Our management is currently handled by volunteers with the assistance of contracts with professionals.  We have contracts with an Accounting Firm and Property Management.
Planning & Policies Comments by Organization Ongoing Process.
Board Chair
Board Chair Fr George Gerald Hogan
Company Affiliation National Circus Chaplain
Board Term Jan 2017 to Dec 2017
Board Chair Email circusrev@aol.com
Board Members
Board Members
NameAffiliation
Gina Allison Self Employed Circus Performer
Tom Dillon Retired Circus Professional
Mort Gamble Vice President for Advancement, Virginia Wesleyan College
FR George Gerald Hogan National Circus Priest
Rodney Huey Public Relations Consultant
Fr Mike Juran Retired Priest, Retired Carnival Priest
Brian Liddicoat Self Employed Entertainment Professional
Donna McMahon Self Employed Circus Professional
Michelangelo Nock Self Employed Circus Producer & Performer
Fr. Richard Notter Circus Ministry Volunteer, Retired Priest
Rachel Rogers Administrator, Zoo Miami
Lee Stevens Self Employed Circus Performer
Tino Wallenda-Zoppe Self Employed Circus Producer & Performer
Peggy Williams Self Employed Circus Professional
John Wohlwend Retired Jeweler
Carol Zabotinsky Self Employed Circus Professional
Constituency Includes Client Representation No
Board Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 15
Hispanic/Latino 1
Native American/American Indian 0
Other 0 0
Board Gender
Male 11
Female 5
Unspecified 0
Governance
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
Executive
Finance
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Board Governance
Comments
Governance Comments by Organization
We have expanded our governance area with the acquisition 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 envision that future projects when and if they occur will follow the same governance.
Fiscal Year Projections
Fiscal Year Start Month Jan
Fiscal Year Start Day 01
Fiscal Year Begins 2018
Fiscal Year End Month Dec
Fiscal Year End Day 31
Fiscal Year Ends 2018
Projected Revenue $62,000.00
Projected Expenses $46,600.00
Total Projected Revenue includes "in-kind" contributions/ donations No
Organization has Endowment Yes
Endowment Value $51,753.00
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 $80,000.00
Campaign Dates Feb 2015 to Jan 2020
Amount Raised To Date 15000 as of Oct 2017
IRS Form 990s
990 2016
990 EZ 20152015
990 EZ2014
990-N2013
990-N2012
990-N2011
990-N2010
Historical Financial Review
Expense Allocation
Fiscal Year201620152014
Program Expense$47,029$41,614$1,634
Administration Expense$2,349$0$0
Fundraising Expense$807$0$0
Payments to Affiliates$0$0$0
Total Revenue/Total Expenses1.181.1167.62
Program Expense/Total Expenses94%100%100%
Fundraising Expense/Contributed Revenue2%0%0%
Assets and Liabilities
Fiscal Year201620152014
Total Assets$382,879$385,804$241,413
Current Assets$31,817$33,045$220,850
Long-Term Liabilities$0$139,610$0
Current Liabilities$127,591$0$0
Total Net Assets$255,288$246,194$241,413
Top Funding Sources
Fiscal Year201620152014
Top Funding Source & Dollar AmountContributions, gifts, grants $36,903Contributions, gifts, grants $32,791Contributions, gifts, grants $93,672
Second Highest Funding Source & Dollar AmountProgram Service Revenue $20,591Program Service Revenue $9,526Investment Income $16,526
Third Highest Funding Source & Dollar AmountInvestment Income $1,691Investment Income $3,796Gross Profit from Sale of Inventory $285
CEO/Executive Director Compensation
Tax Credits No
Solvency
Short Term Solvency
Fiscal Year201620152014
Current Ratio: Current Assets/Current Liabilities0.25----
Long Term Solvency
Fiscal Year201620152014
Long-Term Liabilities/Total Assets0%36%0%
Financials Comments
Financial Comments by Organization The financial support we have received so far in 2017 has been a reward for all of our past efforts and provides motivation to move forward. 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 - 2016, financial information was taken from the organization's Federal 990-EZ and compilations. 
Nonprofit Circus And Traveling Shows Retirement Project, Inc.
Address 4588 Longwater Chase
Sarasota, FL 34277
Phone 941 724-1453

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-2471.