2024-10-02T16:57:48-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2023-01-01 472759708 FLORIDA POLICY INSTITUTE INC FLOR 4074401421 1001 N ORANGE AVE ORLANDO FL 32801 SADAF KNIGHT CHIEF EXECUTIVE OFFICER 4074401421 2024-09-30 1 1 TINA HENTON P00630282 4078021200 2024-09-30 2023 2024-10-15 13:58:12Z SADAF KNIGHT 1001 N ORANGE AVE ORLANDO FL 32801 1687165 0 1 X WWW.FLORIDAPOLICY.ORG X 2014 FL TO ADVANCE STATE POLICIES THAT IMPROVE THE ECONOMIC MOBILITY AND QUALITY OF LIFE FOR ALL FLORIDIANS 7 7 14 9 0 0 2049722 1680187 0 0 157 6978 0 0 2049879 1687165 0 90000 0 0 992598 1074957 0 0 32605 368855 390923 1361453 1555880 688426 131285 2918934 3063511 120460 133752 2798474 2929759 X FPI'S MISSION IS TO ADVANCE STATE POLICIES AND BUDGETS THAT IMPROVE THE ECONOMIC MOBILITY AND QUALITY OF LIFE FOR ALL FLORIDIANS. OUR VISION IS THAT OF A STATE WHERE EVERY FLORIDIAN HAS AN EQUAL OPPORTUNITY TO THRIVE (CONTINUED ON SCHEDULE O) 0 0 1446345 90000 FPI'S ACTIVITIES IN 2023 CONSISTED OF THE FOLLOWING: CONDUCTING HIGH QUALITY, CREDIBLE RESEARCH; ANALYZING PUBLIC POLICY AND DEVELOPING POLICY RECOMMENDATIONS; EDUCATING POLICYMAKERS, THE PUBLIC, AND THE MEDIA; BUILDING STRATEGIC PARTNERSHIPS WITH ORGANIZATIONS AND COALITIONS; AND ADVOCATING FOR SMART PUBLIC POLICIES. OUR GOAL IS TO BE AN ACCURATE, TRUSTED SOURCE OF INFORMATION FOR POLICYMAKERS, ADVOCATES, THE MEDIA, AND THE PUBLIC AT LARGE. FPI'S MISSION IS TO ADVANCE STATE POLICIES AND BUDGETS THAT IMPROVE THE ECONOMIC MOBILITY AND QUALITY OF LIFE FOR ALL FLORIDIANS. OUR VISION IS THAT OF A STATE WHERE EVERY FLORIDIAN HAS AN EQUAL OPPORTUNITY TO THRIVE; A STATE WHERE EVERYONE HAS EQUITABLE ACCESS TO HEALTH CARE, EDUCATION, HOUSING, AND JOBS WITH NO BARRIERS BASED ON RACE OR ETHNICITY. 1446345 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 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 1 4 0 1 14 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X SADAF KNIGHT 4074401421 1001 N ORANGE AVE ORLANDO FL 32801 SADAF KNIGHT CHIEF EXECUTIVE OFFICER 40.00 X 105263 0 16278 HOLLY BULLARD CHIEF STRAT. & DEV. OFFICE 40.00 X 95016 0 29387 BRENT SCHILLINGER CHAIR 0.50 X X 0 0 0 BRAULIO COLON VICE CHAIR 0.25 X X 0 0 0 JASMINE GEBON TREASURER 0.23 X X 0 0 0 NAIM KAPUCU SECRETARY 0.25 X X 0 0 0 ALISON DEBELDER DIRECTOR 0.25 X 0 0 0 CINDY ARENBERG SELTZER DIRECTOR 0.25 X 0 0 0 HOWARD SIMON DIRECTOR 0.25 X 0 0 0 200279 0 45665 2 0 0 0 0 1680187 1680187 6978 6978 1687165 0 0 6978 90000 90000 245943 229933 9455 6555 667024 628542 23089 15393 8217 8076 112 29 84281 80906 2148 1227 69492 65483 2405 1604 412 412 30388 30388 85000 85000 107008 103788 2152 1068 15602 14822 780 7313 6891 253 169 40610 38267 1406 937 11288 10637 391 260 45643 41362 2179 2102 6920 5562 1179 179 21971 19386 712 1873 7149 6737 247 165 DUES AND SUBSCRIPTIONS 8062 7597 279 186 PROFESSIONAL DEVELOPMEN 1558 1468 54 36 SPONSORSHIP FEES 1018 959 35 24 LICENSES AND PERMITS 567 534 20 13 414 395 14 5 1555880 1446345 76930 32605 161703 154039 1984742 2215079 713000 551501 9088 10017 85375 52073 49301 33302 0 98473 1100 1100 2918934 3063511 54151 54949 66309 78803 120460 133752 X 90596 1358330 2707878 1571429 2798474 2929759 2918934 3063511 131285 0 X 0 1 X 1 0 X 1487733 1518989 1545734 2049722 1680187 8282365 1487733 1518989 1545734 2049722 1680187 8282365 3342014 4940351 567 310 138 157 6978 8150 1024 1024 8291539 0.59580 0.59660 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 1,024. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 48865 146240 195105 1251240 1446345 219635 54909 0 0 150774 187646 211145 219635 769200 1153800 93269 122210 143740 195105 554324 37694 46912 52786 54909 192301 288452 16430 40687 32847 48865 138829 PART I-A, LINE 1: N/A 85375 52073 33302 33302 X 1687165 0 1687165 0 1687165 1555880 0 1555880 0 1555880 PART X, LINE 2: THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS THAT IT HAS TAKEN AND BELIEVES THAT IT CAN DEFEND ITS TAX RETURN IN ANY JURISDICTION. 1 FLORIDA IMMIGRANT COALITION 561 NE 79TH ST SUITE 400 MIAMI FL 33138 202123833 501(C)(3) 60000 0 SUPPORT ADVOCACY AND OUTREACH RELATING TO ANTI-IMMIGRANT INITIATIVES IN FLORIDA. NEW VENTURE FUND 1828 L STREET NW SUITE 300A WASHINGTON DC 20036 205806345 501(C)(3) 20000 0 SUPPORT ADVOCACY AND OUTREACH RELATING TO ANTI-IMMIGRANT INITIATIVES IN FLORIDA. NEW VENTURE FUND IS THE FISCAL SPONSOR OF THEDREAM.US, WHO WAS THE PARTNER ORGANIZATION RECEIVING THE GRANT. FAMILIES FOR STRONG PUBLIC SCHOOLS 95 MERRICK WAY CORAL GABLES FL 33134 933770058 501(C)(3) 10000 0 SUPPORT EFFORTS TO PRESERVE FUNDING FOR K-12 EDUCATION IN FLORIDA. 3 PART I, LINE 2: ALL SUB-GRANTEES MUST SUBMIT A PROJECT BUDGET AND OVEVIEW OF THE PROJECT TO BE COMPLETED UNDER THE GRANT. EACH SUB-GRANTEE SIGNS AN MOU WITH FPI WHICH DETAILS DEVLIERABLES AND REPORTING REQUIREMENTS, BOTH FINANCIAL AND ON THE OUTCOMES OF THE PROJECT. FPI MONITORS THE COMPLETION OF DELIVERABLES AND RECEIPT OF THE REPORTING REQUIRED BY EACH SUB-GRANTEE. FPI INCORPORATES THE FINANCIAL AND OUTCOMES REPORTS IN THE REPORTS SUBMITTED TO THE FUNDER FORM 990, PART III, LINE 1 A STATE WHERE EVERYONE HAS EQUITABLE ACCESS TO HEALTH CARE EDUCATION, HOUSING AND JOBS WITH NO BARRIERS BASED ON RACE OR ETHNICITY. FPI ADVOCATES FOR POLICIES SHAPE A MORE EQUITABLE FUTURE FOR ALL FLORIDIANS. WE ACCOMPLISH THIS THROUGH FIVE KEY STRATEGIES: 1. CONDUCTING HIGH QUALITY, CREDIBLE RESEARCH ON THE STATE'S MOST PRESSING ISSUES; 2. ANALYZING PUBLIC POLICY PROPOSALS AND DEVELOPING POLICY RECOMMENDATIONS; 3. STRATEGICALLY COMMUNICATING OUR RESEARCH AND ADVOCACY TO EDUCATE POLICYMAKERS, THE MEDIA, AND THE PUBLIC; 4. WORKING IN CONCERT WITH PARTNER ORGANIZATIONS THROUGH STRATEGIC PARTNERSHIPS AND COALITION BUILDING; AND 5. ADVOCATING FOR SMART PUBLIC POLICES THAT REDUCE BARRIERS TO ECONOMIC OPPORTUNITY AND IMPROVE ECONOMIC SECURITY FOR INDIVIDUALS, FAMILIES, COMMUNITIES, AND FLORIDA AS A WHOLE. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE UPDATED TO ALLOW AN OFFICER'S TERM AS DIRECTOR TO END BEFORE THEIR THREE YEAR TERM AS AN OFFICER, THE BOARD CAN NOW VOTE TO EXTEND THEIR TERM AS DIRECTOR TO MATCH THEIR TERM AS AN OFFICER. IT NOW ALLOWS "TEMPORARY VACANCIES" FOR DIRECTORS THAT MAY NEED TO GO ON A TEMPORARY LEAVE FROM THE BOARD UNDER SPECIAL CIRCUMSTANCES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE BOARD BEFORE FILING THE FORM 990 WITH THE IRS. EACH BOARD MEMBER IS ASKED TO ACKNOWLEDGE RECEIPT OF THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS FPI IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. EACH VOTING MEMBER OF THE BOARD SHALL ANNUALLY SIGN A STATEMENT WHICH DECLARES WHETHER SUCH PERSON IS AN INDEPENDENT DIRECTOR. IF AT ANY TIME DURING THE YEAR, THE INFORMATION IN THE ANNUAL STATEMENT CHANGES MATERIALLY, THE DIRECTOR SHALL DISCLOSE SUCH CHANGES AND REVISE THE ANNUAL DISCLOSURE FORM. THE EXECUTIVE COMMITTEE SHALL REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE WITH THIS POLICY BY REVIEWING ANNUAL STATEMENTS AND TAKING SUCH OTHER ACTIONS AS ARE NECESSARY FOR EFFECTIVE OVERSIGHT. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD OR EXECUTIVE COMMITTEE. ANY DIRECTOR MAY RECUSE HIMSELF OR HERSELF AT ANY TIME FROM INVOLVEMENT IN ANY DECISION OR DISCUSSION IN WHICH THE DIRECTOR BELIEVES HE OR SHE HAS OR MAY HAVE A CONFLICT OF INTEREST, WITHOUT GOING THROUGH THE PROCESS FOR DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE BOARD OR EXECUTIVE COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR EXECUTIVE COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE BOARD OR EXECUTIVE COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. THE CHAIRPERSON OF THE BOARD OR EXECUTIVE COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE BOARD OR EXECUTIVE COMMITTEE SHALL DETERMINE WHETHER FPI CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE BOARD OR EXECUTIVE COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN FPI'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION, IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. THE MINUTES OF THE BOARD AND ALL COMMITTEES WITH BOARD DELEGATED POWERS SHALL CONTAIN: THE NAMES OF THE PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE A FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE FINANCIAL INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE BOARD'S OR EXECUTIVE COMMITTEE'S DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED; THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT, THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION WITH THE PROCEEDINGS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS RELIES ON A SALARY SURVEY CONDUCTED BY THE STATE PRIORITIES PARTNERSHIP, THE NATIONAL NETWORK TO WHICH THE INSTITUTE BELONGS, WHEN DETERMINING COMPENSATION FOR THE EXECUTIVE DIRECTOR. THE BOARD APPROVES THIS COMPENSATION IN ADVANCE, AND DOCUMENTS THE BASIS FOR ITS DETERMINATION OF COMPENSATION. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2022. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.