Barrier Island Parks Society Inc
880 Belcher Road
Boca Grande FL 33921-0637
BIPS mission is to preserve, conserve and support the natural assets, lighthouses, and history of our affiliated island state parks and community through education and collaboration.
CEO/Executive Director Sharon McKenzie
Board Chair Linden Hustedt
Board Chair Affiliation Community Volunteer
General Info
Organization DBA
Port Boca Grande Lighthouse & Museum
Friends of Cayo Costa
Light Keeper's Fund
Tax Exempt Status Public Supported Charity
Incorporation Year 1993
State Charitable Solicitations Permit Exempt 0
State Registration Yes May 2017
Financial Summary
IRS Letter of Determination
IRS letter of determinationView
Impact Statement
This past year our top achievement was being awarded stewards of historic Gasparilla Island Lighthouse under the National Historic Preservation Act.  Our second largest accomplishment was convincing the state to allow us to use one of their historic buildings for badly needed office space and an expansion to our museum. 
Our number one goal for the current year is to raise $1,758,000 to restore Gasparilla Island lighthouse.  Part of project includes $185,000 to repair Port Boca Grande Lighthouse. We have raised close to $1,300,000 to-date and have begun restoration efforts.  Another goal is to build a wall in the new building, move our office and form the new museum space.  We are in the process of forming a Museum Advisory committee made up of museum professionals to help determine the best use of the additional space.  We currently have commitments from five museums to join the committee and are working on a few more with hopes to begin meetings in January.
Needs Statement
1) Critical repairs to Port Boca Grande Lighthouse; $185,000 
2) Gasparilla Island Lighthouse Restoration Project; $175,000 
3) Additional Museum Volunteers - Docents and Greeters
4) Educational Support and Supplies; $6960
5) Part-Time Curator; $27,000 annually
Background Statement
Areas Served
Areas Served
FL- Charlotte
FL- Lee
FL- Sarasota
Service Categories
Primary Org Type Arts,Culture & Humanities
Secondary Org Type Environment
Tertiary Org Type Education
Statement from the Board Chair/Board President

Port Boca Grande Lighthouse and Museum is a house-dwelling style lighthouse built in 1890 that houses a museum covering local Charlotte Harbor history. We offer volunteer docent-led educational tours highlighting history from the early Paleo-Period dating back 13,000 years, as well as exhibit panels detailing the history of the Calusa Indians, local history and the lives of the lighthouse keepers. There are also educational exhibit rooms detailing local nature, including shells, plants, marine and wildlife.

In partnership with the Gasparilla Island State Parks, we also offer educational programs about the Calusa, as well as indigenous wildlife, including sea turtles and sharks. For example, we offer the Wading Adventures Program, which allows visitors informational, hands on Ranger-led experience where they not only learn about shells and marine life, but also have the opportunity to visit an estuary in the park, catch marine creatures in a bucket and then examine them in a waterproof magnifying viewfinder. There is also a Megalodon shark program that includes information about this shark species that lived approximately 2.6 million years ago, and is now extinct.

Budget $72,505
Category Education, General/Other
Program Linked to Organizational Strategy Yes
Population Served US& International K-12 (5-19 years) Aging, Elderly, Senior Citizens
Short Term Success Our Wading Adventures program, in collaboration and partnership with the Gasparilla Island State Parks, has a positive impact on participants through the increased awareness of the importance of preservation and conservation, including knowledge on topics including water pollution and the negative impact storm run-off creates on marine life.
Long Term Success

The Wading Adventure program survey shows 99% of participants agree that it is important to protect Florida's waterways by preventing pollutants from going into storm run-off.  The program not only inspires personal stewardship and leadership qualities toward conservation and preservation. The program also positive impact on youth career choice influence.

Program Success Monitoring

Success monitoring is made through informal assessments consisting of participant's verbal and observed activity interest levels. Formal assessments are made through surveys.

Program Success Examples

A visiting Grandmother shared that the Wading Adventure has had a profound positive influence on her grandson. He is pursuing an interest in Marine Biology as a career choice and has been inspired directly due to the personal impact the program had on him.

Program Comments by Organization
We are actively in the process of implementing a new educational program, The Light Keeper's Library, which will meet Sunshine State and Common Core Standards in core educational curricula subject areas. The program consists of a replica of the original historical Light Keeper's library, which was developed to boost morale and provide an avenue of entertainment to help Light Keeper's pass the time. The library will include informational and entertaining books that meet target Lexile levels for elementary school ages on lighthouse and Florida history topics. The library will be presented in local elementary schools to supplement the county mandated reading/literacy program and assist faculty with meeting SSS and CCSS, as well as fostering student interest in local history to inspire stewardship. 
CEO/Executive Director
CEO/Executive Director Sharon McKenzie
CEO Term Start Jan 2006
CEO/Executive Director Email
Experience When Sharon McKenzie began with BIPS, they had one children's program, volunteers who had never met each other, the Annual Green Gala that averaged 100 guests and the Lighting of the Lighthouse event with about 80 in attendance. Today, BIPS hails 23 "Family-Friendly" educational programs, 46 volunteers who attend bi-annual "Thank You" sunset cocktail parties, and 7 events including the very popular "sold out" Green Gala and the Lighting of the Lighthouse that averages about 400 in attendance.  McKenzie sits on the Board of the Florida Lighthouse Association and is actively helping them redesign their specialty license plate.  Mckenzie's professional background includes 4 years creating and leading children's programs in Florida, Cuba and the Dominican Republic, playing an instrumental part in aligning 22 Cuban churches with 22 Floridian churches, and spending 11 years working in operations, global sales and leading the Priority Alert project for FedEx corporation.  
Former CEOs/Executive Directors
Kathleen Rohrer 2001 - Dec 2005
Senior Staff
Staff & Volunteer Statistics
Full Time Staff 4
Part Time Staff 5
Staff Retention Rate % 100
Professional Development Yes
Contractors 3
Volunteers 46
Management Reports to Board Yes
CEO/Executive Director Formal Evaluation Yes
Senior Management Formal Evaluation Yes
Non-Management Formal Evaluation Yes

BIPS has been a Citizen Support Organization (CSO) for the State of Florida for 27 years and was recently showcased as one of the top CSO partners in the state.  As a partner we manage and operate Port Boca Grande Lighthouse & Museum and work side-by-side with park staff to collaborate on educational programs and fundraising events for our four state parks.  Our most recent collaboration involves the restoration of Gasparilla Island Lighthouse and the park property that adjoins it.  We are working together to make it a seamless transition for the visitor from the park’s parking lot to the historic lighthouse and its other amenities.

 Barrier Island Parks Society has also collaborated with many of the other Boca Grande nonprofits from creating a Boca Grande Happenings calendar to co-hosting speakers and exhibits. We have also worked with Randell Research Center through our committee, Friends of Cayo Costa, and are collaborating with Florida Lighthouse Association for an April event.  Our Executive Director is also a member of the Emergency Operations Center team for Gasparilla Island.

We recently gained permission from the State of Florida to move our offices to historic Amory Memorial Chapel and convert two-thirds of the structure into a museum. As part of this project, we are gathering a group of museum professionals to become part of a Museum Advisory Committee. To date, the museums whose staff have committed to joining the committee are: Jupiter Lighthouse & Museum, Ponce Inlet Lighthouse & Museum, The Ringling Museum, Edison-Ford Winter Estates and the Boca Grande Historical Society. We expect meetings to begin sometime in January.

American Association of Museums - Member2016
Florida Association of Museums2016
Englewood-Cape Haze Area Chamber of Commerce2016
National Trust for Historic Preservation - Partner2016
External Assessments and Accreditations
Awards & Recognition
Certificate of ExcellenceTripAdvisor 2016
Risk Management Provisions
Builders Risk
Accident and Injury Coverage
Commercial General Liability
Directors and Officers Policy
General Property Coverage
Umbrella or Excess Insurance
Workers Compensation and Employers' Liability
Government Licenses
Organization Licensed by the Government No
Fundraising Plan Under Development
Communication Plan Under Development
Strategic Plan Under Development
Strategic Plan Years
Strategic Plan Adopted 0
Management Succession Plan No
Continuity of Operations Plan Under Development
Nondiscrimination Policy Yes
Whistle Blower Policy No
Document Destruction Policy No
Directors and Officers Insurance Policy Yes
Policies and Procedures Under Development
Board Chair
Board Chair Linden Hustedt
Company Affiliation Community Volunteer
Board Term Nov 2016 to Nov 2017
Board Chair Email
Board Members
Board Members
Rick Black Community Volunteer
Richard Cuda Community Volunteer
Dr. Tom Ervin Boca Grande Health Clinic
David Ferrie Community Volunteer
Lynda Grant Community Volunteer
Larry Hannah Community Volunteer
Mary Anne Hooker Community Volunteer
Linden Hustedt Community Volunteer
Richard Klepser Community Volunteer
Chad Lach Florida Park Service
Sharon McKenzie Barrier Island Parks Society
Elaine McLaughlin Community Volunteer
Dan O'Connell Community Volunteer
John Rice Community Volunteer
Pete Roberts Community Volunteer
Capt. Marty Scott Fast Lane Fishing
Robert Sommerville Community Volunteer
Susie Stringer Community Volunteer
Vince Tapager Community Volunteer
Nancy Whitney Community Volunteer
Ross Witschonke Community Volunteer
Sandra Wynja Community Volunteer
Board Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 22
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Gender
Male 15
Female 7
Board Term Lengths 3
Board Term Limits 2
Board Orientation Yes
Number of Full Board Meetings Annually 7
Board Meeting Attendance % 77
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
Project Oversight
Human Resources / Personnel
Special Events (Golf Tournament, Walk / Run, Silent Auction, Dinner / Gala)
Capital Campaign
Fiscal Year Projections
Fiscal Year Start Month Jan
Fiscal Year Start Day 01
Fiscal Year Begins 2016
Fiscal Year End Month Dec
Fiscal Year End Day 31
Fiscal Year Ends 2016
Projected Revenue $1,768,366.00
Projected Expenses $503,658.00
Total Projected Revenue includes "in-kind" contributions/ donations No
Organization has Endowment No
Capital Campaign
Currently In a Capital Campaign Yes
Anticipate Campaign within 5 years? Yes
Campaign Purpose Our campaign purpose is to restore historic Gasparilla Island Lighthouse to its former 1927 splendor and create a small public park with benches, interpretive panels and an interior walking trail along its 7.4 acres of beachfront property.
Campaign Goal $1,758,000.00
Campaign Dates Apr 2016 to Apr 2017
Amount Raised To Date 1170534 as of Nov 2016
IRS Form 990s
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 Year201520142013
Foundation and
Corporation Contributions
Government Contributions$0$0$0
Individual Contributions$122,286$58,711$49,550
Investment Income, Net of Losses$301$112$288
Membership Dues$44,835$47,375$41,534
Special Events$59,715$41,431$19,863
Revenue In-Kind$0$0$0
Expense Allocation
Fiscal Year201520142013
Program Expense$172,164$182,711$161,283
Administration Expense$151,933$138,071$113,062
Fundraising Expense$5,444$456$5,282
Payments to Affiliates$0$0$0
Total Revenue/Total Expenses1.241.040.96
Program Expense/Total Expenses52%57%58%
Fundraising Expense/Contributed Revenue3%0%8%
Assets and Liabilities
Fiscal Year201520142013
Total Assets$293,249$223,266$177,296
Current Assets$239,770$136,724$119,664
Long-Term Liabilities$31,055$410,733,578$111,905
Current Liabilities$6,372$2,505$1,694
Total Net Assets$255,822$179,688$163,697
Top Funding Sources
Fiscal Year201520142013
Top Funding Source & Dollar AmountNet Income from Sales of Inventory $158,775Net Income from Sales of Inventory $170,192Net Income from Sales of Inventory $133,320
Second Highest Funding Source & Dollar AmountContributions, gifts, grants $122,286Contributions, gifts, grants $58,711Contributions, gifts, grants $49,550
Third Highest Funding Source & Dollar AmountFundraising $59,715Membership Dues $47,375Membership Dues $41,534
CEO/Executive Director Compensation $50,001 - $75,000
Tax Credits No
Short Term Solvency
Fiscal Year201520142013
Current Ratio: Current Assets/Current Liabilities37.6354.5870.64
Long Term Solvency
Fiscal Year201520142013
Long-Term Liabilities/Total Assets11%183966%63%
Financials Comments
Financial Comments by Foundation Financial information taken from Federal 990.
Nonprofit Barrier Island Parks Society Inc
Address 880 Belcher Road
Boca Grande, FL 33921 0637
Phone 941 964-0060