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MIYC Annual Member Meeting Presentation November, 2020

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MIYC Annual Member Meeting Presentation November, 2020

Marco Island Yacht Club Annual Membership Meeting 17 November 2020

1

Agenda

Call to order & approval of minutes Introduction – GM and Committee Chairs Opening comments

Club Operations Financial Report Bridge Report

Agenda

Vote – Bylaw Revisions Committee Reports Presentation of Equity Certificates Committee Reports Q&A Introduction: New Board & Rear Commodore Board Special Recognition Adjourn

Opening Comments D. Everitt

2020 was a successful year ✓ Completed 3 consecutive years of positive operating income ✓ Completed refinance of mortgage and special financing for marina project ✓ Reached highest membership level in recent years

Opening Comments D. Everitt

2021 is a year of significant change ❑ Completing marina project ❑ Conversion of operating system ❑ Organization structure

Opening Comments D. Everitt

Fiscal 2020 and 2021 – COVID 19 ▪ Significant impact on operations ▪ Local impact ▪ Member responsibilities ▪ Club responsibilities

Opening Comments D. Everitt

COVID-19 Cases Reported Per Day Marco Island

5.0

4.5

4.0

3.5

3.0

2.5

2.0

1.5

1.0

0.5

0.0

Opening Comments D. Everitt

Updating MIYC COVID protocols ▪ Masks required any time not seated ▪ Bar and food service table side only ▪ Members & Guests will be reminded of protocols when deviations are observed

Operations & HR Committee M.A. Harlacker Staffing

27 Employees • Welcome to New General Manager – Joe Ceci • Currently interviewing for a new Dining / Bar Mgr. • Also looking for additional servers and maintenance • The management team will be hiring some additional employees to cover in-season business New Health Plan for Full-time Employees • Thank you to Tom Wentworth and Bob DeFeo • Florida Blue selected • Implemented November 1 st

COVID Impact

March 2020 - Staff Furloughed • MIYC GoFundMe Account created (Jon & Angela Holt) • $550 given to each staff member via debit cards • Rehired all of staff but one who moved out of the area All Weddings and Banquets cancelled for 2020 through beginning or 2021, but NOW – Thank You Pam ! • Booked for Fiscal 2021 (October 1) • 4 Banquets • 2 Weddings in 2020; 2 more in 2021 • 9 Just Friends Banquets. (Jan – Sept 2021) • 2020 (so far)- 5 Banquets; 1 Wedding

2020 Projects

• Cleaned and touched up (painting) all of the lanai chairs and tables • The brass throughout the Clubhouse Professionally cleaned and polished • Re-stained columns, bar area and walls in Dockside Lounge cleaned • All carpets professionally cleaned • Sealed/Painted both Kitchen and Prep area floors • Sprinkler systems removed due to new Marina project • New look for Harbor Room (Mariners’ Fund Report)

Committee Members

• Bob Aber Dining Menu Input • Tom Wentworth Member Involvement • Joan Gorman IT implementation • Angela Holt Staffing & Venue • Kevin Hennessy HR Issues • MA Harlacker “Getting to Know You”

Hours of Operation

Lunch Tues – Sat Dinner Wed – Sat

11:30 AM – 2:30 PM 5:30 PM – 7:30 PM

Sunday Brunch 10:00 AM – 2:00 PM Sunday Lighter Fare 3:00 PM – 7:00 PM

Finance Committee Report G. Gorman

Finance Committee Members • Bruce Kraemer (Asst. Treasurer) • David Caruso • Bob DeFeo • Susan Hieftje • Jon Holt • Bill Wallen

Finance Committee Projects

• SBA EIDL Loan $10,000 • Paycheck Protection Program Loan $154,856 • Possible Forgiveness $150,189 • Marina Financing

$4.75 M

• Revised Budget in May due to COVID • Improved IT Security • Paperless Back Office o Auto pay and website payments o Eliminate paper checks • New IT System - Northstar

Statement of Activities

Fiscal 2020 Year-to-Date

$1,600

$1,400

$1,200

$1,000

$800

$600

$400

$200

$0

Revenue

Gross Profit

Payroll

Other Expenses

Total Ops Inc/Loss

Actual

Budget

Prior Year

Operating Income

2020 YTD

$140

$120

$100

$80

$60

$40

$20

$0

Total Ops Inc/Loss

Actual

Budget

Prior Year

Cash Flow - Operations

Fiscal Year by Month In $ thousands

$700

$600

$500

$400

$300

$200

$100

$0

Sep-19 Oct

Nov Dec Jan Feb Mar

Apr May Jun Jul

Aug Sep-20

EOM

Operating Plan 2021

Fiscal Year - Compare

$1,800

$1,600

$1,400

$1,200

$1,000

$800

$600

$400

$200

$0

Revenue

Gross Profit

Payroll

Other Expenses

Total Ops Inc/Loss

Budget 2021 Actual 2020 Variance

Operating Plan 2021

Revenue

F&B

Banquets

Ships Store

Advertising & Promo

Membership

Sailin Center

Boat Slips

Administration

Repairs & Maint

Debt Service

Operating Plan 2021

Department

Revenue

CGS

Expenses Net Profit

F&B Total

$830,909 $278,713 $708,825 $156,089

Ships Store

$30,300 $20,694

$7,505

$2,191

Advertising/Promotion

$2,150

$15,040 $12,890

Membership

$879,178

$25,898 $853,280

Sailing Center

$31,435

$16,364 $15,071

Boat Slips

$13,080

$23,260 $10,180

Administration

$3,000

$545218 $542,218

Repairs/Maintenance

$369

$115,492 $115,123

Total

$1,790,421 $299,317 $1,457,602 $34,042

Marina Development Budget

Description

Original Budget

Expense to Date Remaining Budget

Permitting

$40,000

$29,804

$10,196

Design

$277,000

$93,000

$184,000

Construction

$4,670,711

$888,751

$3,178,960

Engineering

$252,720

$42,307

$210,413

Legal/Other

$125,000

$25,956

$99,044

Insurance/Accting

$1,475

$1,475

$0

Sales/Marketing

$50,000

$11,807

$38,193

Landscaping

$65,000

$7,397

$57,603

Interest Expense

$833,340

$2,710

$830,630

Total

$6,315,246

$1,103,208

$5,212,039

Bridge Report Ray Rosenberg

Cruise Schedule 2021

Date

Location/Event

NOV 14

FCYC – Sarasota Yacht Club (Virtual) Legacy Harbour (Veranda Thanksgiving) Dock Party/Holiday Parade - Marco Island

NOV 25-28

DEC 12

JAN 8-12 JAN 12-14

FCYC – Key Biscayne Yacht Club (2021 Schedule TBD)

Naples Sailing & Yacht Club

JAN 14

Day Cruise Naples Sailing & Yacht Club Blessing of the Fleet - Marco Island

FEB 6

FEB 5 – MAR 6 Florida Loop MAR 1

Scavenger Hunt

MAR 12-14

FCYC – The Florida Yacht Club

Bridge Report Ray Rosenberg

Cruise Schedule 2021

Date

Location/Event

MAR 11 – 16 Venice and Sarasota APR 5

Day Cruise – Naples Yacht Club

APR 9 – 17 MAY 14 – 16

BVI – Charter Fleet

FCYC – Venice Yacht Club

May 17 – JUN 14 Bahamas JUN 15 – 20

Florida Keys & Dry Tortugas

Legacy Harbour (4 th of July BBQ & Fireworks)

JUL 3 – 5 JUL 9 – 11

FCYC - TBA

AUG 30

AMA French Cruise – Barcelona to Paris

SEP 10 – 13 NOV 12-14

FCYC – Bird Key Yacht Club

FCYC - TBA

DEC 11

Dock Party/Holiday Parade - MIYC

• Voting:

• Bylaw changes • Presentation of Equity Certificates

25

Member Events Committee Angela Holt

Committee Members • Angela Holt, Chair

• Alice Jobe • Carri Kendall • Marguerite Steeves • Nancy Traiser • Kelley Wentworth Advisory • Vicki Bretthauer • Michelle Hennessy • Linda Marr

• Patti Cohen • Deb deVries • Russ Doeringer • Cara Dubay • Ellie Everitt • MA Harlacker • Jon Holt

Member Events Committee Angela Holt

UPCOMING EVENTS This Saturday Country Western Jam Session & Toys for Tots Fundraiser

December 5

Member Holiday Party

December 12 Christmas Boat Parade

December 18

Ugly Sweater Contest

December 31 New Year’s Eve