2025-11-17T14:27:00-06:00 2024-12-31 593186310 THOMAS HOWELL FERGUSON PA 2615 CENTENNIAL BLVD SUITE 200 TALLAHASSEE FL 32308 990 2024-01-01 592641305 FLORIDA PUBLIC PENSION TRUSTEES ASSOCIATION INC FLOR 8008424064 2946 WELLINGTON CIRCLE EAST TALLAHASSEE FL 32309 KIMBERLIE E PRIOR CEO 8008424064 2025-11-17 1 0 STACEY T KOLKA P01371120 8506688100 2024 2025-03-06 01:10:19Z KIMBERLIE E PRIOR 2946 WELLINGTON CIRCLE EAST TALLAHASSEE FL 32309 2845224 0 X WWW.FPPTA.ORG X 1984 FL EDUCATE PUBLIC PENSION TRUSTEES AND ADMINISTRATORS. 10 10 8 35 0 0 620227 593700 2106963 2083802 44228 83544 194291 64326 2965709 2825372 6000 16500 0 0 567818 638266 0 0 0 1671314 1997953 2245132 2652719 720577 172653 2583257 2822942 747757 814789 1835500 2008153 X EDUCATE PUBLIC PENSION TRUSTEES AND ADMINISTRATORS. 0 0 770609 939036 THE TRUSTEE SCHOOLS OFFER CONTINUING EDUCATION (CEU) TRACKS FOR THOSE MAINTAINING CONTINUING EDUCATION CREDITS. 642612 945650 THE FPPTA ANNUAL CONFERENCE DRAWS APPROXIMATELY 700 PEOPLE EACH YEAR. THE CONFERENCE FOCUSES ON A MACRO-PERSPECTIVE OF THE INDUSTRY AND PUBLIC PENSION LANDSCAPE OVER TWO AND ONE-HALF DAYS OF SPEAKERS. ATTENDEES ARE ENCOURAGED TO BRING THEIR FAMILIES TO THE ANNUAL CONFERENCE, TO NETWORK WITH INDUSTRY VENDORS AND EVENT SPONSORS IN THE EXHIBIT HALL, AND TO SPEND TIME LEARNING FROM ONE ANOTHER HOW TO PROTECT MUNICIPAL PENSION PLANS. 13737 10200 THE TRUSTEE LEADERSHIP COUNCIL IS A CERTIFICATION PROGRAM FOR EXPERIENCED TRUSTEES CREATING A PIPELINE OF KNOWLEDGEABLE PRINCIPALS READY TO TAKE THEIR PLACE IN LEADERSHIP ROLES FOR GENERATIONAL CHANGE ON THEIR PENSION BOARDS. 765387 16500 235644 THE ORGANIZATION CONDUCTED VARIOUS SCHOOLS ATTENDED BY THE MEMBERS. THESE SCHOOLS PROVIDED CURRENT INFORMATION RELATIVE TO LEGAL MATTERS, INVESTING, AND RELEVANT TOPICS UTILIZED BY THE MEMBER BOARDS AND PENSION TRUSTEES. 765387 16500 235644 2192345 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 35 0 8 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 FL X KIMBERLIE E PRIOR 8508424064 2946 WELLINGTON CIRCLE EAST TALLAHASSEE FL 32309 ANNELLY THOMPSON TREASURER 3.00 X X 0 0 0 CHAVE ASPINALL DIRECTOR EMERITUS 2.00 X 0 0 0 CHRISTOPHER SPENCER VICE CHAIR 3.00 X X 0 0 0 DWIGHT MATTINGLY CHAIR 4.00 X X 0 0 0 KEN HARRISON DIRECTOR EMERITUS 2.00 X 0 0 0 KURT VROMAN DIRECTOR 2.00 X 0 0 0 NORRIS PARK DIRECTOR 2.00 X 0 0 0 PETE PRIOR CHAIR (THRU 6/25)/DIRECTOR EMERITUS 4.00 X X 0 0 0 TIMOTHY OLSEN VICE-CHAIR (THRU 6/25)/DIRECTOR 2.00 X X 0 0 0 WARREN WEST SECRETARY 2.00 X X 0 0 0 KIMBERLIE E PRIOR CEO 40.00 X 134404 0 19284 134404 0 19284 1 0 1 0 RENAISSANCE ORLANDO AT SEAWORLD 6677 SEA HARBOR DR ORLANDO FL 32821 LODGING AND CONFERENCE EXPENSES 312239 VANGUARD AUDIO VISUAL 6805 76TH AVE E PALMETTO FL 34221 CONFERENCE AV LABOR AND EQUIPMENT 238750 HILTON ORLANDO BONNET CREEK 14100 BONNET CREEK RESORT LN ORLANDO FL 32821 LODGING AND CONFERENCE EXPENSES 193009 ROSEN CENTRE HOTEL 9840 INTERNATIONAL DR ORLANDO FL 32819 LODGING AND CONFERENCE EXPENSES 143843 4 583650 10050 593700 TUITION 611430 885836 885836 ANNUAL CONFERENCE 611430 813875 813875 SPONSORSHIPS 611430 263850 263850 CPPT FEES 611430 106591 106591 PENSION FUNDAMENTALS 611430 13650 13650 2083802 83544 83544 37450 19852 17598 17598 PUBLICATION REVENUE 900099 37900 37900 MISCELLANEOUS 611430 8828 8828 46728 2825372 2130530 0 101142 16500 16500 153689 95287 58402 397830 246655 151175 10512 6517 3995 22715 14083 8632 53520 33182 20338 28852 17888 10964 57492 35645 21847 150408 72702 77706 34203 34203 33239 20608 12631 23293 6321 16972 41430 25687 15743 143436 143436 1322954 1322954 570 350 220 16808 10421 6387 34871 21620 13251 CREDIT CARD FEES 54666 33893 20773 PUBLICATIONS EXPENSE 26628 16345 10283 DUES & SUBSCRIPTIONS 19679 12201 7478 EQUIPMENT LEASE 9363 5806 3557 61 41 20 2652719 2192345 460374 0 202888 158676 1929269 2096684 24352 55922 67458 86187 551347 211553 318647 339794 17643 13232 23000 72447 2583257 2822942 43514 64620 686002 736158 18241 14011 747757 814789 X 1835500 2004153 4000 1835500 2008153 2583257 2822942 172653 0 X 0 1 X 1 0 X 526874 525523 533319 620227 593700 2799643 567509 1280763 1346343 2106963 2083802 7385380 1094383 1806286 1879662 2727190 2677502 10185023 0 0 0 10185023 2465 597 1655 44228 83544 132489 2465 597 1655 44228 83544 132489 17325 68277 74491 209953 84178 454224 1114173 1875160 1955808 2981371 2845224 10771736 0.94550 0.96260 0.01230 0.00520 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: PUBLICATION REVENUE - 2020 AMOUNT: $ 17,325. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 40,450. 2024 AMOUNT: $ 37,900. MISCELLANEOUS REVENUE - 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 30,387. 2022 AMOUNT: $ 54,721. 2023 AMOUNT: $ 2,214. 2024 AMOUNT: $ 0. INSURANCE RECOVERIES - 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 18,000. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 142,289. 2024 AMOUNT: $ 8,828. FUNDRAISING REVENUE - 2021 AMOUNT: $ 19,890. 2022 AMOUNT: $ 19,770. 2023 AMOUNT: $ 25,000. 2024 AMOUNT: $ 37,450. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 38473 38473 429646 180231 249415 83228 31322 51906 339794 LEASE LIABILITY 14011 14011 X 2845224 19852 19852 2825372 0 2825372 2672571 19852 19852 2652719 0 2652719 PART X, LINE 2: MANAGEMENT IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THE ASSOCIATION'S TAX EXEMPT STATUS, AND BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AS OF AND FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023. THE ASSOCIATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY TAX PERIODS. THE ASSOCIATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR FISCAL YEARS ENDING PRIOR TO DECEMBER 31, 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 19,852. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 19,852. SCHEDULE D PART XI, LINE 2D & PART XII, LINE 2D FOR AUDITED FINANCIAL STATEMENT PURPOSES, THE FUNDRAISING EXPENSES ARE INCLUDED IN EXPENSES. HOWEVER, FOR INCOME TAX RETURN PURPOSES, THE FUNDRAISING EXPENSES ARE INCLUDED ON FORM 990 PART VIII (STATEMENT OF REVENUES). GOLF TOURNAMENT 37450 37450 900 3384 15568 37450 37450 900 3384 15568 19852 17598 1 SCHOLARSHIPS 3 10500 DISASTER RELIEF FUNDS 5 6000 PART I LINE 2: THE ORGANIZATION PROVIDED SCHOLARSHIPS AND DISASTER RELIEF FUNDS TO INDIVIDUALS, WHICH IT REVIEWS FOR COMPLIANCE WITH STATED REQUIREMENTS. X X X X 0 0 0 0 0 0 0 0 0 KIMBERLIE E PRIOR CEO 134404 0 0 0 0 0 4032 0 15252 0 153688 0 0 0 PART I, LINE 3 THE ORGANIZATION HAS A COMMITTEE TO REVIEW COMPENSATION AND BENEFITS. THIS COMMITTEE USES INFORMATION THAT HAS BEEN PUBLISHED REGARDING SALARY RANGES AND BENEFITS FOR SIMILAR MEMBERSHIP ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 2 THE BOARD CHAIR AND CEO ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 AND ACCOMPANYING SCHEDULES ARE PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND REVIEWED BY THE CEO. THE FORM 990 AND ACCOMPANYING SCHEDULES ARE SUBMITTED TO THE BOARD FOR THEIR REVIEW. ANY DISCREPANCIES ARE RESOLVED WITH THE INDEPENDENT ACCOUNTING FIRM PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE DIRECTORS COMPLETE A COMPLIANCE QUESTIONNAIRE AS PART OF THE ORGANIZATION'S INDEPENDENT AUDIT. THE AUDIT COMMITTEE ANNUALLY EXAMINES AND APPRAISES THE ASSOCIATION'S INTERNAL CONTROL SYSTEM AS DOCUMENTED BY THE CEO. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION HAS A COMMITTEE TO REVIEW COMPENSATION AND BENEFITS. THIS COMMITTEE USES INFORMATION THAT HAS BEEN PUBLISHED REGARDING SALARY RANGES AND BENEFITS FOR SIMILAR MEMBERSHIP ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS THREE MOST CURRENT YEARS OF FORM 990 AND ITS FORM 1023 AVAILABLE UPON REQUEST. NO OTHER DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC. REGULATION SECTION 1.263(A)-1(F) - DE MINIMIS SAFE HARBOR ELECTION TAXPAYER NAME: FLORIDA PUBLIC PENSION TRUSTEES TAXPAYER ADDRESS: 2946 WELLINGTON CIRCLE, TALLAHASSEE, FL 32309 TAXPAYER ID NUMBER: 59-2641305 YEAR-END: 12/31/24 UNDER IRC REGULATION SECTION 1.263(A)-1(F), THE TAXPAYER HEREBY ELECTS TO APPLY THE DE MINIMIS SAFE HARBOR ELECTION.