Barrier Island Parks Society Inc
880 Belcher Road
Boca Grande FL 33921-0637
To inspire the exploration and preservation of natural and historic treasures
CEO/Executive Director Sharon McKenzie
Board Chair John Rice
Board Chair Affiliation J.W. Rice Partners
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, raising $1,568,000 and fully restoring the lighthouse to its former glory.  The Lighthouse is now open to the public for the first time in its history.  We created Light Keeper and Climb Programs that began in April.  In addition, we repaired severe structural issues at historic Port Boca Grande lighthouse and made some structural repairs to the Assistant Keeper's House.  We also created a very successful Beach Ambassador Program to promote protection of our local waterways and sea creatures.  And our Board of Directors and staff underwent a a formal Strategic Plan and are delighted to announce our new mission - To inspire the exploration and preservation of natural and historic treasures.
We have almost reached our current year goal to raise $1,758,000 to restore Gasparilla Island lighthouse and repair Port Boca Grande Lighthouse.  The remaining amount to be raised is to create a perpetual fund to help with maintenance for these two historic lighthouses.  We have already met our goal is to build a wall in the new building and move our office.  Hurricane Irma delayed our plans to form the new museum space.  The building was flooded and damaged during the hurricane.  But we are still working toward the goal and hope to have our first rotating exhibit by March 2018.  We have a Museum Advisory committee made up of museum professionals to help determine the best use of the additional space. 
Needs Statement
1) Gasparilla Island Lighthouse Restoration Project; $189,000 remaining to meet goal
2) Part-time Curator; $27,000 annually
3) Educational Support and Supplies; $19,000
4) Part-Time IT support; $3,000
5) Additional Museum Volunteers - Light Keepers, Docents and Museum Ambassadors  
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 6
Staff Retention Rate % 100
Professional Development Yes
Contractors 4
Volunteers 159
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's in the state at the statewide, Annual CSO Conference. As a partner for Florida State Parks, 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. In our most recent restoration of Gasparilla Island Lighthouse, we worked together to make a seamless transition for the visitor from the park's parking lot to BIPS' historic lighthouse and its other amenities. BIPS has also had joint ventures with many other Boca Grande nonprofits, from creating a Boca Grande Happenings calendar to co-hosting speakers and exhibits. And also worked with Randell Research Center on exhibits and events. BIPS is currently collaborating with Florida Lighthouse Association for an April annual Florida Lighthouse Day event. BIPS also just completed a film premiere event featuring pioneer families from Cayo Costa with IMAG History and Science Museum in Fort Myers. Our most recent collaboration with Mote Marine Laboratory and Aquarium will create a new program called, Wading Adventures Undercover, that will directly align with Florida State Standards and the STEAM process. Our Executive Director is also a member of the Emergency Operations Center for Gasparilla Island which was activated during Hurricane Irma to keep local citizens informed and safe. As part of the Amory Memorial Chapel Museum project, we have gathered a group of museum professionals from Jupiter Lighthouse & Museum, Ponce Inlet Lighthouse & Museum, The Ringling Museum, Edison-Ford Winter Estates and the Boca Grande Historical Society to become part of a Museum Advisory Committee.
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
Certificate of ExcellenceTripAdvisor2017
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 Yes
Communication Plan
Strategic Plan Yes
Strategic Plan Years 3
Strategic Plan Adopted Nov 2017
Management Succession Plan No
Continuity of Operations Plan No
Nondiscrimination Policy Yes
Whistle Blower Policy No
Document Destruction Policy No
Directors and Officers Insurance Policy Yes
Policies and Procedures
Board Chair
Board Chair John Rice
Company Affiliation J.W. Rice Partners
Board Term Nov 2017 to Nov 2020
Board Chair Email
Board Members
Board Members
Gary Ballman Community Volunteer
Rick Black Community Volunteer
Dr. Tom Ervin Boca Grande Health Clinic
Lynda Grant Community Volunteer
Larry Hannah Community Volunteer
Mary Anne Hooker Community Volunteer
Linden Hustedt Community Volunteer
John Kissinger Community Volunteer
Richard Klepser Community Volunteer
Johns Knight Michael Saunders Real Estate
Chad Lach Florida Park Service
Sharon McKenzie Barrier Island Parks Society
Elaine McLaughlin Community Volunteer
Dan O'Connell Community Volunteer
Krista Potthast-Haynes Community Volunteer
John Rice J. W. Rice Partners
Robert Sommerville 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 21
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Gender
Male 14
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
Board Governance
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Capital Campaign
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 $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 2018
Amount Raised To Date 1513663 as of Dec 2017
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 Year201620152014
Foundation and
Corporation Contributions
Government Contributions$233,750$0$0
Individual Contributions$872,467$122,286$58,711
Investment Income, Net of Losses$116$301$112
Membership Dues$44,004$44,835$47,375
Special Events$82,599$59,715$41,431
Revenue In-Kind$0$0$0
Expense Allocation
Fiscal Year201620152014
Program Expense$1,055,021$172,164$182,711
Administration Expense$53,749$151,933$138,071
Fundraising Expense$27,283$5,444$456
Payments to Affiliates$0$0$0
Total Revenue/Total Expenses1.251.241.04
Program Expense/Total Expenses93%52%57%
Fundraising Expense/Contributed Revenue2%3%0%
Assets and Liabilities
Fiscal Year201620152014
Total Assets$526,252$293,249$223,266
Current Assets$453,165$239,770$136,724
Long-Term Liabilities$24,216$31,055$410,733,578
Current Liabilities$12,466$6,372$2,505
Total Net Assets$489,570$255,822$179,688
Top Funding Sources
Fiscal Year201620152014
Top Funding Source & Dollar AmountContributions, gifts, grants $872,467Net Income from Sales of Inventory $158,775Net Income from Sales of Inventory $170,192
Second Highest Funding Source & Dollar AmountGovernment Grants - Unspecified $233,750Contributions, gifts, grants $122,286Contributions, gifts, grants $58,711
Third Highest Funding Source & Dollar AmountNet Income from Sales of Inventory $143,559Fundraising $59,715Membership Dues $47,375
CEO/Executive Director Compensation $50,001 - $75,000
Tax Credits No
Short Term Solvency
Fiscal Year201620152014
Current Ratio: Current Assets/Current Liabilities36.3537.6354.58
Long Term Solvency
Fiscal Year201620152014
Long-Term Liabilities/Total Assets5%11%183966%
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