2025-02-04T07:20:48-06:00 2024-05-31 593204548 JAMES MOORE & COPL 121 EXECUTIVE CIRCLE DAYTONA BEACH FL 321141180 990 2023-06-01 593658422 THE CASEMENTS GUILD FOR THE CITY OF ORMOND BEACH INC CASE 4076872209 25 RIVERSIDE DRIVE ORMOND BEACH FL 321766520 BARBARA RHEES TREASURER 4076872209 2025-01-14 1 1 JAMES A HALLERAN P00005496 3862574100 2025-01-14 2023 2025-03-06 01:10:19Z BARBARA RHEES 25 RIVERSIDE DRIVE ORMOND BEACH FL 321766520 102743 0 X N/A X 1979 FL HISTORIC PRESERVATION OF THE JOHN D. ROCKEFELLER HOUSE FOR THE ENJOYMENT AND EDUCATION OF THE COMMUNITY. 9 9 0 54 0 0 21022 25262 0 0 3759 7661 21870 14782 46651 47705 51712 0 0 0 0 0 0 0 0 22240 27876 73952 27876 -27301 19829 667071 686900 0 0 667071 686900 X THE PURPOSE OF THE GUILD SHALL BE TO PROVIDE TOURS AND EDUCATE THE PUBLIC ABOUT THE HISTORY OF THE CASEMENTS AND TO SUPPORT AND PROMOTE THE PRESERVATION AND ENHANCEMENT OF THE CASEMENTS THROUGH ACTIVITIES AND SERVICES AS MAY BE REQUESTED BY THE CASEMENTS COORDINATOR OR INITIATED BY THE GUILD. 0 0 17784 IMPROVEMENTS AND PURCHASES FOR HISTORIC JOHN D. ROCKEFELLER HOUSE.IN ADDITION, THE GUILD CONDUCTS GUIDED TOURS FOR VISITORS, ARRANGES AND CONDUCTS SOCIAL FUNCTIONS AND FUND RAISING PROJECTS TO BENEFIT THE CASEMENTS, AND PROVIDES HOSTS AND NECESSARY PERSONNEL FOR MEETING, RECEPTIONS, EXHIBITS AND OTHER SCHEDULED EVENTS. 17784 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 1 0 1 1 1 1 1 0 0 1 0 0 0 0 0 0 X BARBARA RHEES 4076872209 25 RIVERSIDE DRIVE ORMOND BEACH FL 321766520 X CHRISTINE DAVENPORT PRESIDENT 3.00 X X 0 0 0 SUE EASTON 1ST VICE PRESIDENT 3.00 X X 0 0 0 JANIE PENNINGTON 2ND VICE PRESIDENT 3.00 X X 0 0 0 KRIS HOODIMAN RECORDING SECRETARY 3.00 X X 0 0 0 MARGIE SHEPPARD CORRESPONDING SECRETARY 3.00 X X 0 0 0 PATRICIA NICHOLAS GUILD TREASURER 3.00 X X 0 0 0 JAYDE LYLE ASST. GUILD TREASURER 3.00 X 0 0 0 LOUISE MUSSELWHITE GIFT SHOP TREASURER 3.00 X X 0 0 0 LARI KNOCHENMUS ASST. GIFT SHOP TREASURER 3.00 X 0 0 0 0 0 0 0 0 0 0 0 819 24443 6000 25262 7661 7661 18091 19994 -1903 -1903 47573 35044 12529 12529 REIMBURSEMENTS 900099 4130 4130 MISCELLANEOUS REVENUE 900099 26 26 4156 47705 4156 0 18287 2750 2750 336 336 3687 3687 1962 1962 2821 2821 9671 9671 915 915 880 880 TAXES & LICENSES 2763 2763 MEMBERSHIP EXPENSES 829 829 SUNSHINE EXPENSES 619 619 MISCELLANEOUS EXPENSE 486 486 157 157 27876 17784 10092 0 45325 59288 604916 607874 13629 17452 39052 36766 3201 2286 667071 686900 0 0 X 570121 593345 96950 93555 667071 686900 667071 686900 19829 0 X 0 0 0 X 24661 12451 18108 21022 25262 101504 8000 8000 8000 8000 31200 63200 32661 20451 26108 29022 56462 164704 164704 14840 6370 3037 3759 7661 35667 1820 0 1820 202191 51729 0.81460 0.95730 X 35732 35732 0 3320 1034 2286 2286 ANNUAL GALA 7958 7958 9855 7958 7958 9855 9855 -1897 FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION UPDATED ITS BYLAWS AS OF 4/17/2024. CHANGES TO THE BYLAWS INCLUDE THE FOLLOWING: 1. CLARIFYING THE DEFINITIONS AND ROLES OF THE THREE GENERAL MEMBERSHIP CLASSES: ACTIVE, ASSOCIATE, AND HONORARY. SEE PART VI, LINE 7A EXPLANATION FOR DETAIL. 2. UPDATING THE ELECTED OFFICERS TO BE AS FOLLOWS: PRESIDENT, VICE PRESIDENT, RECORDING SECRETARY, CORRESPONDING SECRETARY, CHIEF FINANCIAL OFFICER, GUILD TREASURER, GIFT SHOP TREASURER, AND TWO BOARD MEMBERS AT-LARGE. 3. ADDITION OF CHIEF FINANCIAL OFFICER ROLE TO ELECTED OFFICERS: THE CHIEF FINANCIAL OFFICER SHALL BE THE CUSTODIAN OFTHE GUILD'S MONEY AND OVERSEE THE COLLECTION AND DISBURSEMENT OF THESE FUNDS IN ACCORDANCE WITH STATE AND FEDERAL STATUTORY AND REGULATORY REQUIREMENTS. THE CHIEF FINANCIAL OFFICER SHALL PREPARE AN ANNUAL OPERATING BUDGET, MONTHLY FINANCIAL REPORTS, AND FINAL YEAR-END REPORT. THE CHIEF FINANCIAL OFFICER SHALL CHAIR THE INVESTMENTS AND FINANCE COMMITTEE; SHALL PROVIDE DIRECTION TO THE GUILD AND GIFT SHOP TREASURERS; AND SHALL BE THE LIAISON TO THE GUILD'S ACCOUNTING FIRM. THIS OFFICER SHALL PERFORM SUCH OTHER DUTIES AS THE PRESIDENT OR EXECUTIVE BOARD MAY REQUEST. 4. REPLACEMENT OF 1ST VICE PRESIDENT AND 2ND VICE PRESIDENT ROLES WITH A SINGULAR VICE PRESIDENT ROLE. 5. UPDATING THE GUILD TREASURER DUTIES TO ASSIST THE CHIEF FINANCIAL OFFICER AND REMOVING THE ASSISTANT GUILD TREASURER AND ASSISTANT GIFT SHOP TREASURER ROLES. 6. ADDITION OF BOARD MEMBERS AT-LARGE ROLE TO ELECTED OFFICERS: TWO BOARD MEMBERS AT-LARGE SHALL HAVE NO PERMANENT RESPONSIBILITIES. THESE MEMBERS OF THE EXECUTIVE BOARD SHALL BE ASSIGNED SPECIFIC TASKS OR PROJECTS BY THE PRESIDENT OR EXECUTIVE BOARD. THESE TWO POSITIONS PROVIDE FLEXIBILITY AS GUILD STRATEGIES EVOLVE OR URGENT MATTERS ARISE, AND BRING ADDITIONAL SKILL SETS, PERSPECTIVES, AND INSIGHTS TO EXECUTIVE BOARD DISCUSSIONS AND DECISION MAKING BY ENSURING A WIDE RANGE OF VIEWPOINTS ARE CONSIDERED. 7. INCLUDING GIFT SHOP SERVICES IN ADDITION TO TOUR SERVICES REQUIRED OF MEMBERS. 8. REQUIRING THE PRESIDENT TO HAVE EXECUTIVE BOARD APPROVAL FOR THE APPOINTMENT OF PERMANENT COMMITTEE CHAIRS AND TO BE THE THE REGISTERED AGENT FOR THE GUILD WITH THE FLORIDA DEPARTMENT OF STATE. 9. REMOVAL OF THE SPECIAL TOURS COMMITTEE AND ADDITION OF THE GROUP TOURS COMMITTEE: THE GROUP TOURS COMMITTEE CHAIR SHALL BE APPOINTED BY THE PRESIDENT AND APPROVED BY THE EXECUTIVE BOARD. THE CHAIR COORDINATES THE SCHEDULING OF GROUP TOURS FROM A ROSTER OF QUALIFIED MEMBERS. GROUP TOURS ARE DEFINED AS BEING AT LEAST 15 GUESTS, RESERVED THROUGH THE CASEMENTS STAFF, AND RECOMMENDS A DONATION OF $1 PER PERSON. 10. ADDITION OF THE TRAINING COMMITTEE: THE TRAINING COMMITTEE SHALL BE RESPONSIBLE FOR TRAINING PROSPECTIVE DOCENTS ABOUT THE PURPOSE AND RESPONSIBILITIES OF THE GUILD, HISTORY OF THE CASEMENTS, AND GIFT SHOP OPERATIONS. THE TRAINING COMMITTEE CHAIR SHALL SCHEDULE THE INDUCTION OF DOCENTS, PROVIDE NAME TAGS, AND OBTAIN DIRECTORIES AND GUILD SHIRTS FROM THE DIRECTORY COMMITTEE CHAIR. PRIOR TO INDUCTION AND UPON COMPLETION OF THE PROBATIONARY PERIOD, THE CHAIR ASSESSES THE ACCURACY AND QUALITY OF TOUR CONTENT. 11. UPDATING GENERAL MEETINGS FROM A MINIMUM OF SIX ANNUALLY TO MONTHLY GENERAL MEMBERSHIP MEETINGS FROM SEPTEMBER THROUGH MAY. FORM 990, PART VI, SECTION A, LINE 6 ALL MEMBERS HAVE THE RIGHT TO ELECT MEMBERS OF THE GOVERNING BODY AND APPROVE SIGNIFICANT DECISIONS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A ALL CLASSES OF MEMBERSHIP MAY ATTEND THE MONTHLY GENERAL MEETINGS, HAVE THE RIGHT TO VOTE AND PARTICIPATE IN THE ORGANIZATION'S ACTIVITIES. ACTIVE MEMBERSHIP - THIS MEMBERSHIP CLASS SHALL PROVIDE A MINIMUM OF 50 HOURS OF TOUR/GIFT SHOP SERVICE EACH FISCAL YEAR, PARTICIPATE IN THE CHRISTMAS GALA, AND VOLUNTEER FOR OTHER DUTIES AND ACTIVITIES AS DEFINED IN THE STANDING RULES. NON-REFUNDABLE DUES SHALL BE PAID ANNUALLY IN MAY. ACTIVE MEMBERS HAVE THE RIGHT TO HOLD OFFICE. ASSOCIATE MEMBERSHIP - THIS MEMBERSHIP CLASS SHALL PROVIDE A MINIMUM OF 15 HOURS OF TOUR/GIFT SHOP SERVICE EACH FISCAL YEAR, PARTICIPATE IN THE CHRISTMAS GALA, AND VOLUNTEER FOR OTHER DUTIES AND ACTIVITIES AS DEFINED IN THE STANDING RULES. NON-REFUNDABLE DUES SHALL BE PAID ANNUALLY IN MAY. AFTER SEVEN YEARS OF SERVICE, A MEMBER CAN REQUEST IN WRITING A CHANGE OF STATUS FROM ACTIVE TO ASSOCIATE FOR EXECUTIVE BOARD APPROVAL. SPECIAL CONSIDERATION FOR A CHANGE IN STATUS MAY BE GIVEN BY THE EXECUTIVE BOARD WHEN MEMBERS ARE UNABLE TO MEET THE SEVEN YEARS OF SERVICE REQUIREMENT. NONREFUNDABLE DUES AND TOUR/GIFT SHOP SERVICE HOURS SHALL BE DETERMINED BY THE EXECUTIVE BOARD. ASSOCIATE MEMBERS ARE NOT ELIGIBLE TO HOLD OFFICE. HONORARY MEMBERSHIP - THIS MEMBERSHIP CLASS SHALL BE EXEMPT FROM TOUR/GIFT SHOP SERVICE HOURS AND DUES BUT HAS THE RIGHT TO HOLD OFFICE. THESE MEMBERS ARE THOSE WHO WERE NOMINATED BY THEIR PEERS, APPROVED BY THE EXECUTIVE BOARD, AND AWARDED THE HONORARY LIFETIME MEMBERSHIP FOR EXCEPTIONAL CONTRIBUTION TO THE GUILD. PAST PRESIDENTS SHALL BE AUTOMATICALLY AWARDED HONORARY LIFETIME MEMBERSHIP STATUS. FORM 990, PART VI, SECTION A, LINE 7B IN ACCORDANCE WITH THE ORGANIZATION'S STANDING RULES ALL EXPENDITURES EXCEEDING $1,000 REQUIRE APPROVAL BY BOTH THE EXECUTIVE BOARD AND THE GENERAL MEMBERSHIP (INCLUDING ALL CLASSES OF MEMBERSHIP). FORM 990, PART VI, SECTION B, LINE 11B THE BOARD REVIEWS THE FORM 990 TOGETHER BEFORE FILING. FORM 990, PART VI, SECTION C, LINE 19 INFORMATION IS AVAILABLE IN THE ORGANIZATION'S OFFICE UPON REQUEST.