Cortez Village Historical Society Incorporated dba Cortez Cultural Center
11655 Cortez Road West
CORTEZ FL 34215-0663
Mission
The object of the Society shall be to investigate and study the History of the Village of Cortez, to provide for the collection, preservation and dissemination of knowledge and information with reference thereto and to provide for the collection and preservation or display of papers, books, records, relics, and other things of historical interest; to acquire, hold, own, operate, and manage property, real or personal, necessary or advisable for these expressed purposes.
Leadership
CEO/Executive Director no executive director
Board Chair Theodore Adams
Board Chair Affiliation Cortez Village Historical Society
General Info
Organization DBA
DBA
0
Supported Organization Cortez Cultural Center
Tax Exempt Status Public Supported Charity
Incorporation Year 1990
State Charitable Solicitations Permit Yes July 2017
State Registration Yes May 2017
Financial Summary
 
 
Projected Revenue $25,000.00
Projected Expenses $12,000.00
IRS Letter of Determination
IRS Letter of DeterminationView
Impact Statement
During the last year Cortez Village Historical Society has opened the Cultural Center Thursday through Saturday 10-4, a museum consultant was hired for website creation, our Facebook following has grown tremendously, additional displays were created about the historical village, and we added native flowers, shrubs and trees around our property.  
 
Goals for the upcoming year: 2017-2018
  1. Growing our audience and increasing awareness of the Cultural Center's existence. 
  2. We are determined in reaching as many local residents as possible to continue our mission of recording cultural, historical, and genealogical memories of the Village. 
  3. We strive to make the public aware of our resources through special events, exhibitions, and programming. 
  4. We also continue to work on methods of generating operating revenue and increasing membership.
 
Objectives for  2017
  1. Write interpretive stories to explain and capture the interests of our visitors.
  2. Using a small museum database tool, digitally record and document our accessions.   
  3. File all our acquired documents, photographs, newspaper clippings, and genealogy information.
  4. Put archival records and historical items in museum quality containers.
  5. Build a storage shed.  

 

Needs Statement
1. Road signs to put up on Cortez Road. 
2. Design a brochure about the Cortez Cultural Center and distribute in the community.
3. Build a storage shed for our gardening and building supplies. 
4. Printing costs for temporary and changing exhibitions, bi-or tri-annually $500-1000.
5. Exhibition cases, clothing mounts, archival materials for exhibition building. $500-5,000.
Background Statement

Cortez Village Historical Society was founded November 8, 1984 by Mary Fulford Green and Linda Molto. We are a 501 c 3 corporation. We are an active group in Cortez, Florida, with a structure of a Board of Directors, Active Members, and Members, all of whom are unpaid volunteers.

We serve as a cultural center for the village of Cortez. The importance of our organization is preserving the history of the last remaining active fishing village of the west coast of Florida. The village attained Historical Status in 1995 and works to retain the lifestyle and image of an active maritime area in the twentieth century.

Our organization has grown and diminished over the thirty years of its existence, and are always seeking to increase membership with an active membership campaign. 

With our incredibly diligent volunteers, we obtained almost twenty five thousand dollars in grants since January of 2013 to refurbish the historic Monroe Cottage and convert it into a small museum/cultural center. Thousands of man-hours later, with the building moved to a new location, renovations complete, and new temporary exhibitions installed, our grand opening was during the Cortez Fishing Festival, February 2016. We look forward to continuing to serve the community with this new center where collecting local history is a priority.

Cortez Village Historical Society has always faced the challenges of being a small village that is opposed to local growth that could affect the historical village. We hope to continue this process of opposing big development and outsized infrastructure.
Areas Served
Areas Served
Area
FL
FL- Manatee
FL- Sarasota
Areas Served Comments Cortez, Manatee County, Florida; Tourists from destinations across Florida, the United States of America, and International areas.
Service Categories
Primary Org Type Arts,Culture & Humanities
Secondary Org Type Arts,Culture & Humanities
Tertiary Org Type Education
Statement from the Board Chair/Board President

 

   The Cortez Village Historical Society was founded with the goal of establishing a permanent building.  This goal was accomplished in 2016 with the opening of the Cortez Village Cultural Center.  This was done with volunteers and several community funding organizations.  The Cortez Village Historical Society wanted a place where residents and visitors could learn the History of the Village of Cortez.  The Village is the last remaining working fishing village in Florida and one of the few remaining in the United States.  The Center has the latest in computer equipment so visitors can view history information and print same.  The Center also invites residents and visitors to a variety of events and get together s though out the years.  The Center honors our veterans, volunteer firemen and the many fishing families who made Cortez one of the best fishing ports in Florida.
   The Cortez Village Historical Society could not maintain the Center without the help of F.I.S.H. (Florida Institute of Salt Water Heritage) and the Florida Maritime Museum.  The Cortez Village Historical Society and the Cortez Village Cultural Center believes that History helps build a future for today and generations that follow.  Our motto is "You can't move ahead if the past is forgotten".
   In the short time the Center has been open we have seen visitors and groups from all over the United States and many foreign countries.
Theodore R. Adams
President CVHS

Statement from the CEO/Executive Director

Programs
Description The Cortez Cultural Center hosts a variety of speakers on diverse topics such as commercial fishing, the history of the village, local arts, and genealogy. 
Budget $600
Category Arts, Culture & Humanities, General/Other History & Historical Programs
Program Linked to Organizational Strategy Yes
Population Served Adults Elderly and/or Disabled K-12 (5-19 years)
Short Term Success Participants expand their knowledge of the history of the Village of Cortez, the local fishing industry, and local history.
Long Term Success We aim to increase the awareness of the longstanding traditions of the community.
Program Success Monitoring We track attendance, repeat visitation, visitor comments, and bringing guests back to the Cortez Cultural Center.
Program Success Examples Many in the community have participated in bringing the Cortez Cultural Center to existence through donations of artifacts, oral histories, cash and in-kind donations, and volunteer hours. 
Description These community picnics which we hold on Saturdays host a variety of purposes: Cortez birthdays, 4th of July, Veterans Day, boat celebrations,  Cortez Commercial Fishing Festival, and Stone Crab Festival. 
Budget $600
Category Community Development, General/Other Community Development, General/Other
Program Linked to Organizational Strategy Yes
Population Served Adults Adolescents Only (13-19 years) Children Only (5 - 14 years)
Short Term Success We track how people hear about the picnics which helps us know how each picnic is working.
Long Term Success Increased attendance will continue to benefit the local community and increase awareness.
Program Success Monitoring We keep track of who attends and take pictures of the event for our Facebook page and website.
Program Success Examples We know this program is working as we have seen an increase in the number of people attending these events over the last 16 months.
Comments
Program Comments by Organization

Our most recent Program was John McDonald, who was born and raised in Cortez, spoke to a women's group about growing up in the village . He is currently writing short stories about his childhood days in the village.  

Cortez Village Historical Society members have published a cookbook and three historical history books to raise money for the preservation of the way of life found in the fishing village.  J.B. Crawford has published two historical books about Cortez, two historical fiction books about fishing in Cortez for teens, and one coloring book for children; he contributes a portion of his sales to CVHS.    We currently sell these books, t-shirts, posters, and postcards throughout the year to raise money to support the Cortez Cultural Center.

CEO/Executive Director
CEO/Executive Director no executive director
CEO Term Start 0
CEO/Executive Director Email n/a
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 0
Volunteers 13
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
Florida Institute of Saltwater Heritage, Florida Maritime Museum of Cortez 
External Assessments and Accreditations
Assessment/AccreditationYear
Awards & Recognition
Award/RecognitionOrganizationYear
Cortez Village listed on National Register of Historic PlacesNational Park Service, Department of the Interior1995
Risk Management Provisions
Government Licenses
Organization Licensed by the Government No
Plans
Fundraising Plan No
Communication Plan No
Strategic Plan No
Strategic Plan Years
Strategic Plan Adopted 0
Management Succession Plan Yes
Continuity of Operations Plan Yes
Policies
Nondiscrimination Policy Yes
Whistle Blower Policy No
Document Destruction Policy No
Directors and Officers Insurance Policy No
Policies and Procedures Yes
Comments
Management Comments by Organization The Cortez Village Historical Society is directed and staffed entirely by unpaid volunteers. We are a passionate group who have a keen interest in preserving the stories, history, and interests of one of the few remaining Fishing Village communities in the state of Florida.
Planning & Policies Comments by Organization


Board Chair
Board Chair Theodore Adams
Company Affiliation Cortez Village Historical Society
Board Term Jan 2017 to Dec 2019
Board Chair Email info@cortezvillagehistoricalsociety.org
Board Members
Board Members
NameAffiliation
Theodore Adams President CVHS
Kaye Bell Retired
Joseph B. Crawford CVHS
Linda Fowler community Voluntteer
Mary Green Retired
Bob Landry Treasurer CVHS
Linda Malto Retired
Kris Martinez Secretary CVHS
John McDonald Vice Pressident CVHS
Robin Schoch Community Volunteer
Constituency Includes Client Representation Yes
Board Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 10
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Gender
Male 4
Female 6
Unspecified 0
Governance
Board Term Lengths 3
Board Term Limits 99
Board Orientation Yes
Number of Full Board Meetings Annually 10
Board Meeting Attendance % 84
Board Self-Evaluation No
Written Board Selection Criteria Yes
Board Conflict of Interest Policy Yes
% of Board Making Monetary Contributions 10
% of Board Making In-Kind Contributions 100
Standing Committees
Membership
Special Events (Golf Tournament, Walk / Run, Silent Auction, Dinner / Gala)
Finance
Comments
Governance Comments by Organization
The principal challenge of all organizations is to maintain an understanding of and commitment to the fundamental mission and to establish systems for continuity of leadership. The Cortez Village Historical Society is no exception. Each passing day re-emphasizes the need to stay focused on our mission, making certain the next generation of historians shows respect for elders and their generational knowledge, committing to a positive and responsible future. 
 
Our organizational challenges are based on currently being an all-volunteer led group. It has required serious efforts of time and expense to move the Monroe Cottage across the length of the Cortez Bridge and to completely restore and refurbish the historic building on FISH Preserve land. The CVHS officers, directors, and members poured over thousands of photographs, letters, documents, and artifacts to begin to tell the story of the Village in the new museum. We continually commence grassroots fundraising, including sales of books and publications to memorabelia and strawberry shortcake. As the grandsons and granddaughters of the pioneers of our community, our fundamental duty is to investigate, study and preserve the history of our aging commercial fishing village, a responsibility we take seriously.
Fiscal Year Projections
Fiscal Year Begins 2017
Fiscal Year Ends 2017
Projected Revenue $25,000.00
Projected Expenses $12,000.00
Total Projected Revenue includes "in-kind" contributions/ donations No
Organization has Endowment No
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
IRS Form 990s
Audit/Financial Documents
Historical Financial Review
Expense Allocation
Fiscal Year201520142013
Program Expense$19,971$5,260$88
Administration Expense$920$507$167
Fundraising Expense$0$0$808
Payments to Affiliates$0$0$0
Total Revenue/Total Expenses0.630.603.69
Program Expense/Total Expenses96%91%8%
Fundraising Expense/Contributed Revenue0%--21%
Assets and Liabilities
Fiscal Year201520142013
Total Assets$0$0$0
Current Assets$0$0$0
Long-Term Liabilities$0$0$0
Current Liabilities$0$0$0
Total Net Assets$0$0$0
Top Funding Sources
Fiscal Year201520142013
Top Funding Source & Dollar AmountContributions, gifts, grants $6,901Program Service Revenue $3,483Fundraising $2,598
Second Highest Funding Source & Dollar AmountSales $3,3600 $0Contributions, gifts, grants $1,255
Third Highest Funding Source & Dollar AmountFundraising $2,8900 $0Membership Dues $70
CEO/Executive Director Compensation
Tax Credits No
Solvency
Short Term Solvency
Fiscal Year201520142013
Current Ratio: Current Assets/Current Liabilities------
Long Term Solvency
Fiscal Year201520142013
Long-Term Liabilities/Total Assets------
Financials Comments
Financial Comments by Organization
We are a strong grassroots organization powered by volunteer commitment. A very small part of our operating budget is based on membership and donations. A large part, and one of our greatest strengths, is project-based fundraising. We have been very successful in paying for the relocation of the historic building and its subsequent complete renovation into a museum through collaborations, grants, and fundraising events. We host geneaological seminars and book signings, staff booths at festivals, make ourselves available to the community as keepers of the community's history, and find success in turning that enthusiasm into larger projects to benefit the community. 
 
Now that we have opened to the public, and are seeing new visitors daily, we are faced with more mundane financial matters such as electricity and internet. We continue to look for ways to keep our museum self-supporting.  
Financial Comments by Foundation Financial information taken from compilations. No balance sheet information provided.
Nonprofit Cortez Village Historical Society Incorporated dba Cortez Cultural Center
Address 11655 Cortez Road West
CORTEZ , FL 34215 0663
Phone 941 705-4656

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.