2025-09-30T17:26:54-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2024-01-01 472759708 FLORIDA POLICY INSTITUTE INC FLOR 4074401421 1001 N ORANGE AVE ORLANDO FL 32801 SADAF KNIGHT CHIEF EXECUTIVE OFFICER 4074401421 2025-09-29 1 1 TINA HENTON P00630282 4078021200 2025-09-29 2024 2025-03-06 01:10:19Z SADAF KNIGHT 1001 N ORANGE AVE ORLANDO FL 32801 1959473 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 9 9 13 0 6440 5440 1680187 1842171 0 104311 6978 12991 0 0 1687165 1959473 90000 225000 0 0 1074957 1267034 0 0 34358 390923 417492 1555880 1909526 131285 49947 3063511 3134191 133752 154485 2929759 2979706 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) 1 0 1671976 225000 FPI'S ACTIVITIES IN 2024 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. 103146 97871 THE FLORIDA POLICY SUMMIT BROUGHT TOGETHER 188 PARTNERS FROM ACROSS THE STATE, INCLUDING LEADING POLICY EXPERTS, GRASSROOTS ORGANIZERS, COMMUNITY ADVOCATES, FOUNDATIONS, EDUCATORS, STUDENTS AND COMMUNITY MEMBERS, TO CELEBRATE THEIR COLLECTIVE IMPACT AND ENVISION AN EQUITABLE FUTURE FOR FLORIDA. THE SUMMIT FEATURED THOUGHT-PROVOKING PANEL DISCUSSIONS AND BREAKOUT SESSIONS, HIGHLIGHTING THEMES LIKE THE INTERSECTION OF POLICY ADVOCACY AND COALITION BUILDING, LEVERAGING CREATIVE COMMUNICATIONS STRATEGIES AND BUILDING EQUITABLE NARRATIVES. 1775122 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 13 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X SADAF KNIGHT 4074401421 1001 N ORANGE AVE ORLANDO FL 32803 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 GRACIELA NORIEGA JACOBY DIRECTOR 0.25 X 0 0 0 DANIEL DELEO DIRECTOR 0.25 X 0 0 0 SADAF KNIGHT CHIEF EXECUTIVE OFFICER 40.00 X 121375 0 34635 HOLLY BULLARD CHIEF STRAT. & DEV. OFFICER 40.00 X 110283 0 46432 231658 0 81067 3 0 1 0 0 1842171 1842171 SUMMIT CONFERENCE 611710 104311 97871 6440 104311 12991 12991 1959473 97871 6440 12991 225000 225000 312725 291450 12497 8778 790332 744930 27258 18144 85899 83982 1402 515 78078 73573 2703 1802 1948 1948 34016 34016 60489 60489 67097 52354 14738 5 20716 19566 527 623 5919 5580 192 147 30114 28442 767 905 11725 11048 406 271 41078 36939 2265 1874 6997 6292 386 319 19958 18850 508 600 7413 6985 257 171 SUMMIT EXPENSES 103146 103146 DUES AND SUBSCRIPTIONS 2754 2601 70 83 PROFESSIONAL DEVELOPMEN 1463 1382 37 44 SPONSORSHIP FEES 1000 945 25 30 1659 1568 44 47 1909526 1775122 100046 34358 154039 29269 2215079 1247606 551501 776871 10017 50855 88687 70932 33302 17755 98473 1010735 1100 1100 3063511 3134191 54949 154485 78803 133752 154485 X 1358330 1543580 1571429 1436126 2929759 2979706 3063511 3134191 49947 0 X X 0 1 X 1 0 X 1518989 1545734 2049722 1680187 1842171 8636803 1518989 1545734 2049722 1680187 1842171 8636803 3039052 5597751 310 138 157 6978 12991 20574 8657377 104311 0.64660 0.59580 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 35728 150501 186229 1588893 1775122 238756 59689 0 0 187646 211145 219635 238756 857182 1285773 122210 143740 195105 186229 647284 46912 52786 54909 59689 214296 321444 40687 32847 48865 35728 158127 88687 70932 17755 17755 X 1959473 0 1959473 0 1959473 1909526 0 1909526 0 1909526 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 HEALTH JUSTICE PROJECT 2427 TEQUESTA LANE MIAMI FL 33133 823397515 501(C)(3) 200000 0 IMPROVE ACCESS TO HEALTH COVERAGE FOR CHILDREN AND FAMILIES IN FLORIDA THROUGH EDUCATION, OUTREACH, COMMUNICATIONS, AND ADVOCACY. FLORIDA DECIDES HEALTHCARE 611 PENNSYLVANIA AVE SE WASHINGTON DC 20003 834438724 501(C)(4) 25000 0 SUPPORT EFFORTS TO EXPAND MEDICAID IN FLORIDA. 1 PART I, LINE 2: ALL GRANTEES MUST SUBMIT A PROJECT BUDGET AND OVERVIEW OF THE PROJECT TO BE COMPLETED UNDER THE GRANT. EACH SUB-GRANTEE SIGNS AN MOU WITH FPI WHICH DETAILS DELIVERABLES 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 INFORMATION IN THE REPORTS SUBMITTED TO FUNDERS. X X 0 0 0 0 0 0 0 0 0 HOLLY BULLARD CHIEF STRAT. & DEV. OFFICER 110283 0 0 0 0 0 1162 0 45270 0 156715 0 0 0 SADAF KNIGHT CHIEF EXECUTIVE OFFICER 121375 0 0 0 0 0 3697 0 30938 0 156010 0 0 0 FORM 990, PART III, LINE 2 FPI HOSTED THE FIRST FLORIDA POLICY SUMMIT DURING 2024. THE SUMMIT BROUGHT TOGETHER PARTNERS FROM ACROSS THE STATE OF FLORIDA TO CELEBRATE THEIR COLLECTIVE IMPACT AND PLAN FOR THE FUTURE. 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 11B THE 990 IS PRESENTED TO THE BOARD FINANCE COMMITTEE IN DETAIL. THE COMMITTEE RECOMMENDS WHETHER THE FULL BOARD SHOULD ACCEPT THE 990. THE 990 IS THEN PRESENTED TO THE FULL BOARD, AND THE BOARD THEN VOTES TO APPROVE THE 990. COUNSEL REVIEWS AND APPROVES THE FORM 990 AS WELL. 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 2024. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 1023 AND FORM 990 ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE AUDIT SELECTION AND OVERSIGHT PROCESS HAS NOT CHANGED FROM PRIOR YEAR.