2018-08-14T07:23:52-05:00 2017-09-30 721396621 CARR RIGGS & INGRAM LLC 2633 CENTENNIAL BLVD SUITE 200 TALLAHASSEE FL 32308 990 2016-10-01 591918055 FLORIDA TAXWATCH RESEARCH INSTITUTE INC FLOR 8502225052 PO BOX 10209 TALLAHASSEE FL 32302 DOMINIC M CALABRO PRESIDENT & CEO 8502225052 2018-08-13 1 MICHAEL C CARTER P00292302 8508788777 2016 2022-09-23 18:48:47Z DOMINIC M CALABRO 106 N BRONOUGH ST TALLAHASSEE FL 32301 2494498 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 105 103 21 29 0 0 1945379 2198834 456995 275795 20390 12867 310 7002 2423074 2494498 38600 65600 0 0 1662536 1615833 0 0 0 665620 800996 2366756 2482429 56318 12069 3689352 3739470 641730 677405 3047622 3062065 TO PROVIDE CITIZENS WITH INDEPENDENT RESEARCH ON GOVERNMENT FISCAL POLICY AND TO PROMOTE THE MOST EFFICIENT USE OF TAXPAYER DOLLARS 0 0 208701 65600 186500 PRUDENTIAL PRODUCTIVITY AWARDS RECOGNIZES STATE WORKERS WHOSE INNOVATIONS IMPROVE THE DELIVERY OF GOVERNMENT SERVICES AND SAVE TAXPAYERS MONEY 2005980 12500 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 146904 GATHER THE LARGE BOARD OF TRUSTEES TOGETHER TWICE A YEAR TO DISCUSS THE DIRECTION, PROGRAMS, AND FUTURE OF THE INSTITUTE 83797 83797 2361585 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 30 0 1 21 1 0 0 0 0 0 0 0 0 0 0 X 105 103 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 BENJAMIN WEST DIRECTOR 10.00 X 0 0 0 MR RICHARD HANAS DIRECTOR 10.00 X 0 0 0 MR KEVIN BAKEWELL DIRECTOR 10.00 X 0 0 0 MS CLAUDIA DAVANT DIRECTOR 10.00 X 0 0 0 MR JOHN R ALEXANDER DIRECTOR 10.00 X 0 0 0 MR MICHAEL KOHNER DIRECTOR 10.00 X 0 0 0 MR TOM FEENEY DIRECTOR 10.00 X 0 0 0 MS ELISE BANISTER DIRECTOR 10.00 X 0 0 0 MR THOMAS CRUMMY DIRECTOR 10.00 X 0 0 0 MS PHILLIS OETERS DIRECTOR 10.00 X 0 0 0 MR BARNEY T BISHOP III DIRECTOR 10.00 X 0 0 0 MS AMELIA R MAGUIRE DIRECTOR 10.00 X 0 0 0 MR STEPHEN M KNOPIK DIRECTOR 10.00 X 0 0 0 MR BEN HILL GRIFFIN III DIRECTOR 10.00 X 0 0 0 MR DOUG DAVIDSON DIRECTOR 10.00 X 0 0 0 MR JOHN R SMITH DIRECTOR 10.00 X 0 0 0 MR DAVE MCINTOSH DIRECTOR 10.00 X 0 0 0 MR JOSEPH R BOYD DIRECTOR 10.00 X 0 0 0 MR JOHN THOMAS DIRECTOR 10.00 X 0 0 0 MS LORI COSTANTINO-BROWN DIRECTOR 10.00 X 0 0 0 MS MARVA BROWN JOHNSON DIRECTOR 10.00 X 0 0 0 MR CHARLES FRAZIER DIRECTOR 10.00 X 0 0 0 MR MICHAEL J SHAVER DIRECTOR 10.00 X 0 0 0 MR MARK BOSTICK DIRECTOR 10.00 X 0 0 0 MR CHARLES HOKANSON DIRECTOR 10.00 X 0 0 0 MR W BRUCE O'DONOGHUE DIRECTOR 10.00 X 0 0 0 MS CHRISIT FEARNLEY DIRECTOR 10.00 X 0 0 0 MR FRED DYSON DIRECTOR 10.00 X 0 0 0 MR MICHAEL D MINTON DIRECTOR 10.00 X 0 0 0 MR DANIEL MARTELL DIRECTOR 10.00 X 0 0 0 MR ALEJANDRO SANCHEZ DIRECTOR 10.00 X 0 0 0 MR KURT KELLY DIRECTOR 10.00 X 0 0 0 MS DEBBIE FRANKLIN DIRECTOR 10.00 X 0 0 0 MS DEBORAH CURRY DIRECTOR 10.00 X 0 0 0 MS STACY GROMATSKI DIRECTOR 10.00 X 0 0 0 MS DHUANA ZIEGLER DIRECTOR 10.00 X 0 0 0 MR DEAN RIDINGS DIRECTOR 10.00 X 0 0 0 MR BOB DEARDEN DIRECTOR 10.00 X 0 0 0 MR MICHAEL GLAZER DIRECTOR 10.00 X 0 0 0 MR DOMINIC M CALABRO PRESIDENT & CEO 60.00 X X 311830 0 44912 MR ED CANUP DIRECTOR 10.00 X 0 0 0 MR A RYALS MCMULLIAN JR DIRECTOR 10.00 X 0 0 0 MR ANDREW WRIGHT DIRECTOR 10.00 X 0 0 0 MR ALAN J LEVY DIRECTOR 10.00 X 0 0 0 MR FRED W BAGGETT DIRECTOR 10.00 X 0 0 0 MS XIA LIU DIRECTOR 10.00 X 0 0 0 MR GEORGE LEMIEUX DIRECTOR 10.00 X 0 0 0 MR JCHARLES GRAY DIRECTOR 10.00 X 0 0 0 GOVERNOR BOB MARTINEZ DIRECTOR 10.00 X 0 0 0 MR ERIC EIKENBERG DIRECTOR 10.00 X 0 0 0 MR STEVE L EVANS DIRECTOR 25.00 X 60000 0 0 MS CYNDY LOOMIS DIRECTOR 10.00 X 0 0 0 MR JERRY E ARON DIRECTOR 10.00 X 0 0 0 MR COLIN W BROWN DIRECTOR 10.00 X 0 0 0 MRS BELINDA KEISER DIRECTOR 10.00 X 0 0 0 MR SYDNEY W KITSON DIRECTOR 10.00 X 0 0 0 MR PIYUSH A PATEL DIRECTOR 10.00 X 0 0 0 MR ERIK KIRK DIRECTOR 10.00 X 0 0 0 MR GARY BOWELS DIRECTOR 10.00 X 0 0 0 MR GARY SILVER DIRECTOR 10.00 X 0 0 0 MR JAMES REPP DIRECTOR 10.00 X 0 0 0 MS KAREN MOORE DIRECTOR 10.00 X 0 0 0 MR JOHN J FUMERO DIRECTOR 10.00 X 0 0 0 MR DANNY GAEKWAD DIRECTOR 10.00 X 0 0 0 MR PAT NEAL DIRECTOR 10.00 X 0 0 0 MR CHUCK CLIBURN DIRECTOR 10.00 X 0 0 0 MR BILL HERRLE DIRECTOR 10.00 X 0 0 0 MS BARBARA L RAY DIRECTOR 10.00 X 0 0 0 MR RANDY MILLER DIRECTOR 10.00 X 0 0 0 DR FREDERICK LIPPMAN DIRECTOR 10.00 X 0 0 0 MR THOMPSON S BAKER II DIRECTOR 10.00 X 0 0 0 MS JANICE PILKENTON DIRECTOR 10.00 X 0 0 0 MR VAN B POOLE DIRECTOR 10.00 X 0 0 0 MR MICHAEL A JENNINGS DIRECTOR 10.00 X 0 0 0 MR GINO DIGRAZIA DIRECTOR 10.00 X 0 0 0 MR JEFFREY P JULIEN DIRECTOR 10.00 X 0 0 0 MR DOUG SMITH DIRECTOR 10.00 X 0 0 0 MR DAVID A CHRISTIAN DIRECTOR 10.00 X 0 0 0 MS APRIL SALTER DIRECTOR 10.00 X 0 0 0 MS ANN DUNCAN DIRECTOR 10.00 X 0 0 0 MR JAY TOWNSEND DIRECTOR 10.00 X 0 0 0 MR RAYMOND MONTELEONE DIRECTOR 10.00 X 0 0 0 MR STANLEY G TATE DIRECTOR 10.00 X 0 0 0 MR CHRIS NEAL DIRECTOR 10.00 X 0 0 0 MR JAMES E HARRIS JR DIRECTOR 10.00 X 0 0 0 MR JOHN KIRTLEY DIRECTOR 10.00 X 0 0 0 MR DAVID MANN DIRECTOR 10.00 X 0 0 0 MR A PAUL ANDERSON DIRECTOR 10.00 X 0 0 0 MR T MARTIN FIORENTINO JR DIRECTOR 10.00 X 0 0 0 MS SHARON J MERCHANT DIRECTOR 10.00 X 0 0 0 MR JOSEPH JACQUOT DIRECTOR 10.00 X 0 0 0 MR CHRIS MOYA DIRECTOR 10.00 X 0 0 0 MR MARK MOORE DIRECTOR 10.00 X 0 0 0 MR EDWARD J POZZUOLI DIRECTOR 10.00 X 0 0 0 MR WILLIAM E CARLSON DIRECTOR 10.00 X 0 0 0 MR JOSEF HAJEK DIRECTOR 10.00 X 0 0 0 MR KEISHA RICE DIRECTOR 10.00 X 0 0 0 MS MICHELLE A ROBINSON DIRECTOR 10.00 X 0 0 0 MS MONESIA BROWN DIRECTOR 10.00 X 0 0 0 MR GARY ROSEN DIRECTOR 10.00 X 0 0 0 MR RON SACHS DIRECTOR 10.00 X 0 0 0 MR FRANK JAMESON DIRECTOR 10.00 X 0 0 0 MR MAX OLIGARIO DIRECTOR 10.00 X 0 0 0 MR PAUL SEXTON DIRECTOR 10.00 X 0 0 0 MS MONIQUE MCCALL DIRECTOR 10.00 X 0 0 0 MS NATALIE KING DIRECTOR 10.00 X 0 0 0 MR RICHARD BERKOWITZ DIRECTOR 10.00 X 0 0 0 MR ROBERT BACON DIRECTOR 10.00 X 0 0 0 MR ROBERT STORK DIRECTOR 10.00 X 0 0 0 MS SAMIRA BECKWITH DIRECTOR 10.00 X 0 0 0 MS SARANSH SHARMA DIRECTOR 10.00 X 0 0 0 MR SHANE STRUM DIRECTOR 10.00 X 0 0 0 MR TIMOTHY MEENAN DIRECTOR 10.00 X 0 0 0 MR TIMOTHY STANFIELD DIRECTOR 10.00 X 0 0 0 MR ROBERT E WEISSERT EMPLOYEE 40.00 X 183117 0 27955 MR KURT WENNER EMPLOYEE 40.00 X 152194 0 15263 707141 0 88130 3 0 1 0 0 2198834 2198834 PRUDENTIAL PRODUCTIVIT 900099 186500 186500 STATE OF THE TAXPAYER 900099 76795 76795 CFC INSTITUTE 900099 12500 12500 275795 12867 12867 OTHER INCOME 900099 7002 7002 7002 2494498 282797 0 12867 65600 65600 453290 430625 22665 985737 936450 49287 92303 87688 4615 84503 80278 4225 47971 45572 2399 203558 193380 10178 46080 43776 2304 20702 19667 1035 31830 30238 1592 61427 58356 3071 154639 146907 7732 18939 17992 947 36750 34912 1838 113356 107688 5668 DUES & SUBSCRIPTIONS 28839 27397 1442 TELEPHONE AND CABLE 19531 18554 977 PRESS AND COMMUNICATION 9159 8701 458 HOSPITALITY 7050 6697 353 1165 1107 58 2482429 2361585 120844 0 1762479 1586699 489992 385921 491387 822134 24158 30988 1502656 588928 921336 913728 3689352 3739470 177063 219653 11915 5000 452752 452752 641730 677405 X 2935122 2297597 112500 764468 3047622 3062065 3689352 3739470 X 12069 1288 1086 X X 0 1 X 1 0 X 1650395 2083137 1993659 1945379 2198834 9871404 659195 477597 453047 456995 275795 2322629 2309590 2560734 2446706 2402374 2474629 12194033 7500 10000 30000 10000 30000 87500 0 7500 10000 30000 10000 30000 87500 12106533 1421 12818 15629 20390 12867 63125 1421 12818 15629 20390 12867 63125 428 1565 5200 310 7002 14505 2311439 2575117 2467535 2423074 2494498 12271663 0.98650 0.99000 0.00510 0.00460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 270000 270000 885029 300306 584723 347627 288622 59005 913728 X 2494498 0 2494498 0 2494498 2482429 0 2482429 0 2482429 PART X, LINE 2: THE INSTITUTE UTILIZES ACCOUNTING REQUIREMENTS ASSOCIATED WITH THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD [FASB] ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF SEPTEMBER 30, 2017 AND 2016, THE INSTITUTE HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FEDERAL INCOME TAX RETURNS OF THE ORGANIZATION ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER FILED. 1 PRUDENTIAL PRODUCTIVITY AWARDS 117 65600 COST PLAQUES AND CERTIFICATES 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 250000 0 61830 0 0 0 32581 0 18401 0 362812 0 0 0 MR ROBERT E WEISSERT EMPLOYEE 183117 0 0 0 0 0 21591 0 6365 0 211073 0 0 0 MR KURT WENNER EMPLOYEE 152194 0 0 0 0 0 13741 0 1522 0 167457 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: PRIOR PERIOD ADJUSTMENT TO CORRECT AMORTIZATION EXPENSE EXP. 1,086. 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