2023-08-15T11:17:47-05:00 2022-09-30 721396621 CARR RIGGS & INGRAM LLC 2633 CENTENNIAL BLVD STE 200 TALLAHASSEE FL 32308 990 2021-10-01 591918055 FLORIDA TAXWATCH RESEARCH INSTITUTE INC FLOR 8502225052 PO BOX 10209 TALLAHASSEE FL 32302 DOMINIC M CALABRO PRESIDENT & CEO 8502225052 2023-08-14 1 DOMINIC CALABRO 999009999 MICHAEL C CARTER P00292302 8508788777 2023-08-14 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z DOMINIC M CALABRO 106 N BRONOUGH ST TALLAHASSEE FL 32301 2947210 0 X WWW.FLORIDATAXWATCH.ORG X 1979 FL TO PROVIDE CITIZENS WITH INDEPENDENT RESEARCH ON GOVERNMENT FISCAL POLICY AND TO PROMOTE THEMOST EFFICIENT USE OF TAXPAYER DOLLARS 96 95 14 0 0 0 2178437 2519207 133500 212250 11470 19838 321 75 2323728 2751370 60965 29684 0 0 1462503 1560964 0 0 0 534685 674803 2058153 2265451 265575 485919 3664172 4181385 166778 214156 3497394 3967229 TO PROVIDE CITIZENS WITH INDEPENDENT RESEARCH ON GOVERNMENT FISCAL POLICY AND TO PROMOTE THE MOST EFFICIENT USE OF TAXPAYER DOLLARS 0 0 230945 29684 110000 PRUDENTIAL PRODUCTIVITY AWARDS RECOGNIZES STATE WORKERS WHOSE INNOVATIONS IMPROVE THE DELIVERY OF GOVERNMENT SERVICES AND SAVE TAXPAYERS MONEY 1790764 7575 RESEARCHERS ANALYZE GOVERNMENTS AT THE STATE AND LOCAL LEVELS AND PRESENT REPORTS RECOMMENDING WAYS TO IMPROVE THE EFFICIENCY OF SPENDING PUBLIC MONIES FOR THE PROGRAMS THAT INCLUDE EDUCATION, ECONOMIC DEVELOPEMENT AND TAXATION 137939 94750 GATHER THE LARGE BOARD OF TRUSTEES TOGETHER TWICE A YEAR TO DISCUSS THE DIRECTION, PROGRAMS, AND FUTURE OF THE INSTITUTE 2159648 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 17 0 1 14 1 0 0 0 0 0 0 0 0 0 0 X 96 95 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 FL X KEITH DEAN CPA 8509803745 PO BOX 10209 TALLAHASSEE FL 32302 MR DOMINIC M CALABRO PRESIDENT & CEO 60.00 X X 417716 0 88576 MR CHARLES FRAZIER JR DIRECTOR 10.00 X 0 0 0 MR ED CANUP DIRECTOR 10.00 X 0 0 0 SENATOR GEORGE LEMIEUX DIRECTOR 10.00 X 0 0 0 MR GORDON BAILEY DIRECTOR 10.00 X 0 0 0 MR BILL BARKER DIRECTOR 10.00 X 0 0 0 MR THOMAS CRUMMY DIRECTOR 10.00 X 0 0 0 MR RICHARD BERKOWITZ DIRECTOR 10.00 X 0 0 0 MR JEFF BINKLEY DIRECTOR 10.00 X 0 0 0 MR WILLIAM E CARLSON JR DIRECTOR 10.00 X 0 0 0 MR DAVE MCINTOSH DIRECTOR 10.00 X 0 0 0 MS MARVA BROWN-JOHNSON DIRECTOR 10.00 X 0 0 0 MR COLIN BROWN DIRECTOR 10.00 X 0 0 0 DR MATTHEW MCARTER II DIRECTOR 10.00 X 0 0 0 GOVERNOR BOB MARTINEZ DIRECTOR 10.00 X 0 0 0 MR DAVID CASEY DIRECTOR 10.00 X 0 0 0 MS STACY GROMATSKI DIRECTOR 10.00 X 0 0 0 MS DHYANA ZIEGLER DIRECTOR 10.00 X 0 0 0 MR KRIS DAKE DIRECTOR 10.00 X 0 0 0 MS CLAUDIA DAVANT DIRECTOR 10.00 X 0 0 0 MS MONESIA BROWN DIRECTOR 10.00 X 0 0 0 MR JIM FOGLER DIRECTOR 10.00 X 0 0 0 MR ERIC EIKENBERG DIRECTOR 10.00 X 0 0 0 MR T MARTIN FIORENTINO JR DIRECTOR 10.00 X 0 0 0 MR JOHN FUMERO DIRECTOR 10.00 X 0 0 0 MR DOUG SMITH DIRECTOR 10.00 X 0 0 0 MR SCOTT SHALLEY DIRECTOR 10.00 X 0 0 0 MR IWAN MOHAMED DIRECTOR 10.00 X 0 0 0 MS MARGY GRANT DIRECTOR 10.00 X 0 0 0 MRS BELINDA KEISER DIRECTOR 10.00 X 0 0 0 MR PIYUSH A PATEL DIRECTOR 10.00 X 0 0 0 MR JAMES REPP DIRECTOR 10.00 X 0 0 0 MR JAMES HARRIS JR DIRECTOR 10.00 X 0 0 0 LT GOV JEFF KOTTKAMP DIRECTOR 10.00 X 0 0 0 MS KAREN LAKE DIRECTOR 10.00 X 0 0 0 MR CHRIS HART DIRECTOR 10.00 X 0 0 0 MR WINSTON HOWELL DIRECTOR 10.00 X 0 0 0 MR THOMAS HOBAN DIRECTOR 10.00 X 0 0 0 MR FRED KARLINSKY DIRECTOR 10.00 X 0 0 0 MR DAVID FAULKENBERRY DIRECTOR 10.00 X 0 0 0 REP KURT KELLY DIRECTOR 10.00 X 0 0 0 DR BILL KENT DIRECTOR 10.00 X 0 0 0 MS NATALIE KING DIRECTOR 10.00 X 0 0 0 MS APRIL SALTER DIRECTOR 10.00 X 0 0 0 MR BILL HERRLE DIRECTOR 10.00 X 0 0 0 MR JOHN KIRTLEY DIRECTOR 10.00 X 0 0 0 MS ANN DUNCAN DIRECTOR 10.00 X 0 0 0 MR JOHN SMITH DIRECTOR 10.00 X 0 0 0 SENATOR PAT NEAL DIRECTOR 10.00 X 0 0 0 MR A PAUL ANDERSON DIRECTOR 10.00 X 0 0 0 MR DAVID ARMSTRONG DIRECTOR 10.00 X 0 0 0 MR A RYALL MCMULLIN JR DIRECTOR 10.00 X 0 0 0 MR MICHAEL MINTON DIRECTOR 10.00 X 0 0 0 MR RAYMOND MONTELEONE DIRECTOR 10.00 X 0 0 0 MS CASSANDRA STEVENSON DIRECTOR 10.00 X 0 0 0 MS MICHELLE A ROBINSON DIRECTOR 10.00 X 0 0 0 MS CYNTHIA O'CONNELL DIRECTOR 10.00 X 0 0 0 MS KAREN MOORE DIRECTOR 10.00 X 0 0 0 MS SHELLY WEIR DIRECTOR 10.00 X 0 0 0 MR ED POZZUOLI DIRECTOR 10.00 X 0 0 0 MR JOHN PROVENZANO DIRECTOR 10.00 X 0 0 0 MR DAVID RAMBA DIRECTOR 10.00 X 0 0 0 MR ALEJANDRO SANCHEZ DIRECTOR 10.00 X 0 0 0 MR DANIEL MARTELL DIRECTOR 10.00 X 0 0 0 MR BILL TALBERT DIRECTOR 10.00 X 0 0 0 MR JOHN THOMAS DIRECTOR 10.00 X 0 0 0 MS DAWN WHITE DIRECTOR 10.00 X 0 0 0 MR CRAIG SWYGERT DIRECTOR 10.00 X 0 0 0 MR STEVE L EVANS DIRECTOR 25.00 X 60000 0 0 MS SAMIRA BECKWITH DIRECTOR 10.00 X 0 0 0 MR MICHAEL MADDALONI DIRECTOR 10.00 X 0 0 0 MR DAVID WHITAKER DIRECTOR 10.00 X 0 0 0 MR CHAD LOAR DIRECTOR 10.00 X 0 0 0 MR CARL BAUMAN DIRECTOR 10.00 X 0 0 0 MR MIKE STORK DIRECTOR 10.00 X 0 0 0 MR BREWSTER BEVIS DIRECTOR 10.00 X 0 0 0 MR CHARLES GRAY DIRECTOR 10.00 X 0 0 0 MR GREGORY ADAM DIRECTOR 10.00 X 0 0 0 MR DAVID HULSE DIRECTOR 10.00 X 0 0 0 MR KEVIN HYDE DIRECTOR 10.00 X 0 0 0 MS ALLISON KINNEY DIRECTOR 10.00 X 0 0 0 MR W BRUCE O'DONOGHUE DIRECTOR 10.00 X 0 0 0 MS MARY MAYHEW DIRECTOR 10.00 X 0 0 0 MR TROY MCNICHOLS DIRECTOR 10.00 X 0 0 0 MS HOLLY MILLER JD DIRECTOR 10.00 X 0 0 0 MR HARRY MOON DIRECTOR 10.00 X 0 0 0 MR TIMOTHY MOORE DIRECTOR 10.00 X 0 0 0 MR STEVEN MOULDS DIRECTOR 10.00 X 0 0 0 MR MICHAEL NACHEF DIRECTOR 10.00 X 0 0 0 MR DAVID NICHOLSON DIRECTOR 10.00 X 0 0 0 MR JORGE PESQUERA DIRECTOR 10.00 X 0 0 0 MS MARY LOU RAJCHEL DIRECTOR 10.00 X 0 0 0 MR EMMETT REED DIRECTOR 10.00 X 0 0 0 MR MICHAEL KOHNER DIRECTOR 10.00 X 0 0 0 MR PETER MOORE DIRECTOR 10.00 X 0 0 0 MS LANA CHAMPION DIRECTOR 10.00 X 0 0 0 MR KURT WENNER EMPLOYEE 40.00 X 158764 0 16722 MR ANTONIO CARVAJAL EMPLOYEE 40.00 X 174740 0 1847 ROBERT NAVE EMPLOYEE 40.00 X 103854 0 23079 915074 0 130224 4 0 1 0 0 2519207 2519207 PRUDENTIAL PRODUCTIVIT 900099 110000 110000 STATE OF THE TAXPAYER 900099 94750 94750 CFC INSTITUTE 900099 7500 7500 212250 11678 11678 204000 195840 8160 8160 8160 OTHER INCOME 900099 75 75 75 2751370 212325 0 19838 29684 29684 543562 516384 27178 898543 853616 44927 40233 38221 2012 78626 74695 3931 50100 47595 2505 73000 69350 3650 77471 73597 3874 25421 24150 1271 30456 28933 1523 60101 57096 3005 119735 119735 43431 41259 2172 117121 111265 5856 DUES & SUBSCRIPTIONS 22313 21197 1116 PRESS AND COMMUNICATION 16378 15559 819 TELEPHONE AND CABLE 15724 14938 786 HOSPITALITY 13623 12942 681 9929 9432 497 2265451 2159648 105803 0 760854 334471 906807 887648 17785 15061 1631240 807995 861042 823245 1117684 2120960 3664172 4181385 109553 155481 57225 58675 166778 214156 X 2671199 3239843 826195 727386 3497394 3967229 3664172 4181385 X 485919 -6747 -9335 -2 X X 0 1 X 1 0 X 1977303 1923253 1781392 2178437 2519207 10379592 293150 316175 213600 133500 212250 1168675 2270453 2239428 1994992 2311937 2731457 11548267 20000 32500 20000 45000 10000 127500 448300 380544 828844 20000 32500 20000 493300 390544 956344 10591923 19507 15104 15986 4565 11678 66840 19507 15104 15986 4565 11678 66840 5746 8294 3266 321 75 17702 2295706 2262826 2014244 2316823 2743210 11632809 0.91050 0.93950 0.00570 0.00600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 270000 270000 960569 457846 502723 233755 196948 36807 163298 149583 13715 3618 3618 0 823245 CERTIFICATES OF DEPOSIT 1593253 F MONEY MARKETS 527707 F 2120960 X 2735288 -6747 -9335 -16082 2751370 0 2751370 2265451 0 2265451 0 2265451 PART X, LINE 2: THE FOUNDATION HAS IMPLEMENTED ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD [FASB] ASC 740, INCOME TAXES. UNDER THAT GUIDANCE, TAX POSITIONS ARE INTITIALLY RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WOULD BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. AS OF SEPTEMBER 30, 2022, THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: PRIOR PERIOD UNREALIZED ADJUSTMENT -9,335. 1 STANLEY G TATE FLORIDA PREPAID COLLEGE FOUNDATION 1801 HERMITAGE BOULEVARD STE 210 TALLAHASSEE FL 32308 593012202 501(C)(3) 29684 0 TO ASSIST WITH THE FUNDING OF THE FLORIDA PREPAID PROGRAM 1 PART I, LINE 2: THE ORGANIZATION MAINTAINS CRITERIA GUIDELINES TO BE USED IN DETERMINING THE RECIPIENTS OF AWARDS. AWARD JUDGES REVIEW THE PERCENTAGE OF ACHIEVEMENT THAT WAS BEYOND THE NOMINEE'S JOB EXPECTATIONS IN DETERMINING THE AMOUNT OR LEVEL OF ASSISTANCE TO BE AWARDED. X 1 0 X X 0 0 0 0 0 0 0 0 0 MR DOMINIC M CALABRO PRESIDENT & CEO 384000 0 33716 0 0 0 47466 0 41110 0 506292 0 0 0 MR ANTONIO CARVAJAL EMPLOYEE 174740 0 0 0 0 0 0 0 1847 0 176587 0 0 0 MR KURT WENNER EMPLOYEE 158764 0 0 0 0 0 15154 0 1568 0 175486 0 0 0 PART I, LINE 1A THE INSTITUTE PAYS FOR DOMINIC CALABRO'S GOVERNOR'S CLUB, TIGER BAY, AND THE ECONOMIC CLUB DUES AND ROBERT WEISSERT'S GOVERNOR'S CLUB AND THE ECONOMIC CLUB DUES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY A CPA FIRM AND IS REVIEWED BY THE ORGANIZATION'S PRESIDENT, CFO & CEO BEFORE BEING SUBMITTED TO THE IRS FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS ENCOMPASSED IN THE BYLAWS, WHICH ARE MONITORED, AMENDED, AND APPROVED BY THE BOARD OF DIRECTORS FORM 990, PART VI, SECTION B, LINE 15A A COMPENSATION COMMITTEE, COMPOSED OF MEMBERS OF THE EXECUTIVE COMMITTEE, ANNUALLY MAKE A RECOMMENDATION FOR THE PRESIDENT & CEO'S SALARY FOR APPROVAL BY THE EXECUTIVE COMMITTEE. THE FULL BOARD OF TRUSTEES APPROVES THE PROPOSED BUDGET AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: ROUNDING -2. FORM 990, PART XII, LINE 2C: THE ORGANIZATIONS EXECUTIVE COMMITTEE IS IN CHARGE OF THE SELECTION AND OVERSIGHT OF THE FINANCIAL AUDITORS DAVIS PRODUCTIVITY AWARDS FOUNDATION 106 N BRONOUGH STREET TALLAHASSEE FL 32301 455018571 RECEIVE CONTRIBUTIONS FOR DPA AND PASS THROUGH FL TAXWATCH FOR DISTRIBUTION FL 501(C)(3) LINE 10 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0