2020-10-20T14:08:16-05:00 2020-06-30 591363792 KEEFE MCCULLOUGH & CO LLP CPA'S 6550 N FEDERAL HIGHWAY SUITE 410 FT LAUDERDALE FL 33308 990 2019-07-01 650161955 BONNET HOUSE INC BONN 9545635393 900 N BIRCH ROAD FORT LAUDERDALE FL 33304 PATRICK SHAVLOSKE CEO 9545635393 2020-10-13 1 JAMES R LARAWAY P00341086 9547710896 2020-10-13 143.244.111.90 2020-10-13 09:21:47 ED P 5F084496163A09E38081963CA27E5CF66D3EAFE0 D51D86490A3CCC334D3700EA5BB958A43ECC92A1 2019 2021-01-29 14:40:06Z PATRICK SHAVLOSKE 900 N BIRCH ROAD FORT LAUDERDALE FL 33304 22453529 0 X WWW.BONNETHOUSE.ORG X 1989 FL BONNET HOUSE MUSEUM & GARDENS PRESERVES THE UNIQUE HISTORIC ESTATE OF FREDERIC AND EVELYN BARTLETT. THROUGH ENJOYABLE AND ENRICHING CULTURAL EXPERIENCES, THE MUSEUM CONNECTS TODAY'S COMMUNITY TO THE BARTLETTS' ARCHITECTURAL, ARTISTIC, AND ENVIRONMENTAL LEGACY. 19 19 41 393 0 0 564740 21031584 593015 474346 335740 270705 447904 229374 1941399 22006009 0 0 0 0 971447 1034919 0 0 195809 804814 866113 1776261 1901032 165138 20104977 2557889 22916254 126023 388626 2431866 22527628 BONNET HOUSE PRESERVES THE HISTORIC ESTATE OF FREDERIC AND EVELYN BARTLETT AND SHARES THEIR LOVE OF ART AND NATURE THROUGH PUBLIC TOURS OF THE HOME, YOUTH AND ADULT EDUCATION PROGRAMS, AND CULTURAL EVENTS THAT FOSTER COMMUNITY PARTICIPATION. 0 0 1524669 692283 TO PRESERVE, MAINTAIN AND OPERATE THE BONNET HOUSE. 1524669 1 1 0 0 0 0 0 1 0 1 1 1 0 1 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 9 0 1 41 1 0 0 0 0 0 1 1 0 0 0 0 X 19 19 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 FL X X PATRICK SHAVLOSKE 9545635393 900 N BIRCH ROAD FORT LAUDERDALE FL 33304 PATRICK SCHAVLOSKE CHIEF EXECUTIVE OFFICER 40.00 X 140450 0 16517 WILLIAM B O'LEARY JR BOARD CHAIR 5.00 X X 0 0 0 E PAIGE DRUMMOND BRODY VICE CHAIR 5.00 X X 0 0 0 WILLIAM GUNDLACH III TREASURER 5.00 X X 0 0 0 TIM HERNANDEZ SECRETARY 5.00 X X 0 0 0 BARBARA CASTELL CHAIR GOVERNANCE COMMITTEE 2.50 X 0 0 0 LOUISE DILL BOARD MEMBER 2.50 X 0 0 0 RICHARD FORTUNE BOARD MEMBER 2.50 X 0 0 0 JENNA MCMANUS BOARD MEMBER 2.50 X 0 0 0 JENNIFER MORELAND BOARD MEMBER 2.50 X 0 0 0 LAURA E PALMER BOARD MEMBER 2.50 X 0 0 0 BETSY SUITER BOARD MEMBER 2.50 X 0 0 0 BILL BROWN BOARD MEMBER 2.50 X 0 0 0 LAMAR FISHER BOARD MEMBER 2.50 X 0 0 0 STEVEN GLASSMAN BOARD MEMBER 2.50 X 0 0 0 L MIKE OSCEOLA II BOARD MEMBER 2.50 X 0 0 0 KELLY SCHINDLER BOARD MEMBER 2.50 X 0 0 0 CARLOS SIRES BOARD MEMBER 2.50 X 0 0 0 CARRIE VILLAR BOARD MEMBER 2.50 X 0 0 0 PATRICIA WATSON PHD BOARD MEMBER 2.50 X 0 0 0 140450 0 16517 1 0 1 0 FLORIDA TRUST FOR HISTORIC PRESERVATION 906 EAST PARK AVENUE TALLAHASSEE FL 32301 CONSULTING 142424 1 110727 193620 212092 20515145 14613677 21031584 EDUCATIONAL PROGRAMS AND TOURS 900099 474346 474346 474346 290072 290072 217937 0 217937 217937 217937 264063 283430 -19367 -19367 -19367 64095 193620 102995 -38900 -38900 111432 61095 50337 50337 22006009 692283 0 282142 X 142300 102926 15041 24333 738580 534215 78068 126297 89994 65093 9512 15389 64045 46323 6770 10952 15527 15527 398631 356446 37308 4877 102491 101709 782 45758 36930 4414 4414 3677 3309 184 184 89908 78075 7762 4071 REPAIRS/MAINTENANCE 72870 72230 320 320 UTILITIES 46609 41949 2330 2330 EDUCATION PROGRAM EXPEN 30899 30899 MEALS AND ENTERTAINMENT 21463 20094 1369 38280 34471 1167 2642 1901032 1524669 180554 195809 1234 1218 611806 469762 85620 167600 45245 50432 37496 52517 14513411 107921 8102 14405490 1768386 3067274 0 4701961 2557889 22916254 32093 9138 93930 183818 195670 126023 388626 X 1286184 1160881 1145682 21366747 2431866 22527628 2557889 22916254 X 20104977 52642 -61857 X X 0 1 X 1 0 X 1347439 955960 593408 564740 21031584 24493131 1121110 1035346 1222239 1201103 649873 5229671 2468549 1991306 1815647 1765843 21681457 29722802 0 0 0 29722802 86774 95002 213013 341204 290072 1026065 86774 95002 213013 341204 290072 1026065 2555323 2086308 2028660 2107047 21971529 30748867 0.96660 0.92480 0.03340 0.07520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 1001985 1391218 106382 2499585 963589 38396 1001985 932137 31452 963589 876890 55247 932137 740205 99999 36686 876890 0.17040 0.82960 0 0 14309460 14309460 102266 10416 91850 101685 97505 4180 14405490 OTHER SECURITIES 3067274 F 3067274 SECUIRTY DEPOSITS 3000 BENEFICIAL INTEREST IN PERPETUAL TRUST 4698961 4701961 22254698 52642 47484 164090 264216 21990482 15527 15527 22006009 2097079 47484 164090 211574 1885505 15527 15527 1901032 PART III, LINE 1A: THE COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE ORGANIZATION'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS IN THE STATEMENTS OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED OR AS TEMPORARILY OR PERMANENTLY RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED ON THE FINANCAIAL STATEMENTS. PROCEEDS FROM DEACESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 102,995. COST OF GOODS SOLD 61,095. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 102,995. COST OF GOODS SOLD 61,095. 100TH ANNIVERSARY 144084 144084 59217 HOLIDAY MAGIC 88446 41536 46910 26285 2 25185 8000 17185 17493 257715 193620 64095 102995 102995 -38900 X X 0 0 0 0 0 0 0 0 0 PATRICK SCHAVLOSKE CHIEF EXECUTIVE OFFICER 140450 0 0 0 0 0 8427 0 8090 0 156967 0 0 0 X 1 4698961 FMV X 1 14394270 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 BONNET HOUSE DOES HAVE MEMBERS OF THE ORGANIZATION. THEY DO NOT HAVE ANY VOTING AUTHORITY. FORM 990, PART VI, SECTION B, LINE 11B COPY OF RETURN PROVIDED TO BOARD MEMBERS TO REVIEW BEFORE IT IS SIGNED AND SUBMITTED. FORM 990, PART VI, SECTION B, LINE 12C THE CHIEF EXECUTIVE OFFICER MONITORS PROPOSED OR ONGOING TRANSACTIONS OF THE ORGANIZATION (E.G. CONTRACTS WITH VENDORS AND COLLABORATIONS WITH THIRD PARTIES) FOR CONFLICTS OF INTEREST, TAKES ANY NECESSARY STEPS TO MITIGATE CONFLICTS, AND DISCLOSES SUCH CONFLICTS TO THE BOARD AS THEY ARISE. IN THE CASE OF TRANSACTIONS INVOLVING BOARD MEMBERS, THE CHAIR OF THE BOARD AND THE GOVERNANCE COMMITTEE REVIEW SUCH TRANSACTIONS, DISCLOSE THEM TO THE FULL BOARD, AND THE BOARD TAKES ANY NECESSARY STEPS TO MITIGATE CONFLICTS. IN EITHER CASE, IF THE CONFLICT IS DISCOVERED AND DISCLOSED AFTER THE TRANSACTION, THE CHIEF EXECUTIVE OFFICER OR THE BOARD, AS APPROPRIATE, TAKES REMEDIAL ACTION AS NECESSARY TO MITIGATE CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15A EXECUTIVE COMMITTEE MADE UP OF INDEPENDENT BOARD MEMBERS VOTE ON COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST OR CAN BE VIEWED ONLINE AT A NON PROFIT DATABASE WEBSITE. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 356,446. MANAGEMENT AND GENERAL EXPENSES 37,308. FUNDRAISING EXPENSES 4,877. TOTAL EXPENSES 398,631. FORM 990, PART XI, LINE 9: FASB ASU NO. 2014-09 - REVENUE FROM CONTRACTS WITH CUSTOMERS (TOPIC 606) -61,857. FORM 990, PART XII, LINE 2C NO CHANGE IN PROCESS FROM PRIOR YEAR FORM 990, PART XI, LINE 9 THE ORGANIZATION HAS ADOPTED FASB ASU NO. 2014-09 - REVENUE FROM CONTRACTS WITH CUSTOMERS (TOPIC 606), AS AMENDED, AS MANAGEMENT BELIEVES THE STANDARD IMPROVES THE USEFULNESS AND UNDERSTANDABILITY OF THE ORGANIZATION'S FINANCIAL REPORTING. ANALYSIS OF VARIOUS PROVISIONS OF THIS STANDARD RESULTED IN A CHANGE TO THE ORGANIZATION'S METHOD OF RECOGNIZING MEMBERSHIP REVENUE. THE ORGANIZATION ADOPTED A MODIFIED RETROSPECTIVE APPROACH AS PERMITTED IN FASB ASU NO. 2014-09, AND THE CUMULATIVE EFFECT RECORDED TO NET ASSETS WITHOUT DONOR RESTRICTIONS WAS $61,857.