2025-08-15T10:00:41-05:00 2024-09-30 994625061 CRI ADVISORS LLC 2633 CENTENNIAL BLVD STE 200 TALLAHASSEE FL 32308 990 2023-10-01 591918055 FLORIDA TAXWATCH RESEARCH INSTITUTE INC FLOR 8502225052 PO BOX 10209 TALLAHASSEE FL 32302 DOMINIC M CALABRO PRESIDENT & CEO 8502225052 2025-08-15 1 1 MICHAEL C CARTER P00292302 8508788777 2025-08-15 2023 2025-03-06 01:10:19Z DOMINIC M CALABRO 106 N BRONOUGH ST TALLAHASSEE FL 32301 2791458 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 93 92 17 92 0 0 2910420 2447378 210024 230475 77590 112635 8860 970 3206894 2791458 260824 34893 0 0 1652944 1950336 0 0 0 964814 992947 2878582 2978176 328312 -186718 4527874 4330688 277121 119806 4250753 4210882 TO PROVIDE CITIZENS WITH INDEPENDENT RESEARCH ON GOVERNMENT FISCAL POLICY AND TO PROMOTE THE MOST EFFICIENT USE OF TAXPAYER DOLLARS 0 0 356664 34893 120000 GOVERNMENT PRODUCTIVITY AWARDS RECOGNIZES STATE WORKERS WHOSE INNOVATIONS IMPROVE THE DELIVERY OF GOVERNMENT SERVICES AND SAVE TAXPAYERS MONEY 2254137 5970 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 155351 105475 GATHER THE LARGE BOARD OF TRUSTEES TOGETHER TWICE A YEAR TO DISCUSS THE DIRECTION, PROGRAMS, AND FUTURE OF THE INSTITUTE 2766152 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 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 17 0 1 17 1 0 0 0 0 0 0 0 0 0 0 0 0 X 93 92 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 400000 0 79430 MR CHARLES FRAZIER JR DIRECTOR 10.00 X 0 0 0 MR BILL BARKER 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 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 MS STACY GROMATSKI DIRECTOR 10.00 X 0 0 0 MS DHYANA ZIEGLER 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 SCOTT SHALLEY 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 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 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 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 RAYMOND MONTELEONE DIRECTOR 10.00 X 0 0 0 MS CASSANDRA STEVENSON 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 DANIEL MARTELL 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 STEVEN L EVANS DIRECTOR 25.00 X 17500 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 BREWSTER BEVIS DIRECTOR 10.00 X 0 0 0 MR CHARLES GRAY 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 MARY MAYHEW DIRECTOR 10.00 X 0 0 0 MR TROY MCNICHOLS 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 DAVID NICHOLSON 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 MR ED CHILES DIRECTOR 10.00 X 0 0 0 MR FREDDIE FIGGERS DIRECTOR 10.00 X 0 0 0 MR MATTHEW LAZENBY DIRECTOR 10.00 X 0 0 0 MR RANDALL VITALE DIRECTOR 10.00 X 0 0 0 MR SAMIE DIXON JR DIRECTOR 10.00 X 0 0 0 MR SHANE STRUM DIRECTOR 10.00 X 0 0 0 MS SONYA MONTGOMERY DIRECTOR 10.00 X 0 0 0 MR SUMANTH NEELAM DIRECTOR 10.00 X 0 0 0 MR MICHAEL NACHEF DIRECTOR 10.00 X 0 0 0 MR TOMMY CULLIGAN DIRECTOR 10.00 X 0 0 0 MR A RYALS MCMULLIAN DIRECTOR 10.00 X 0 0 0 MR BILL MOORE DIRECTOR 10.00 X 0 0 0 MS CAROLYN NOLTE DIRECTOR 10.00 X 0 0 0 MR DAVID ROBINSON DIRECTOR 10.00 X 0 0 0 MR DONALD BURGESS DIRECTOR 10.00 X 0 0 0 MR EDWARD POZZOULI DIRECTOR 10.00 X 0 0 0 MR JOSE BOSCAN DIRECTOR 10.00 X 0 0 0 MS KATHY KRANINGER DIRECTOR 10.00 X 0 0 0 SEN KELLI STARGEL DIRECTOR 10.00 X 0 0 0 MR KUMAR ALLADY DIRECTOR 10.00 X 0 0 0 MR MARIO TRUEBA DIRECTOR 10.00 X 0 0 0 MR MILTON SEGARRA DIRECTOR 10.00 X 0 0 0 MR RODRICK MILLER DIRECTOR 10.00 X 0 0 0 MR SANTIAGO PUJALS DIRECTOR 10.00 X 0 0 0 MR STEVE LOONEY DIRECTOR 10.00 X 0 0 0 MR TIM MEENAN DIRECTOR 10.00 X 0 0 0 MR TROY FLANAGAN DIRECTOR 10.00 X 0 0 0 MR W BRUCE O'DONOGHUE DIRECTOR 10.00 X 0 0 0 MS MARVA BROWN-JOHNSON TREASURER 10.00 X 0 0 0 MR DAVID CASEY SECRETARY 10.00 X 0 0 0 MR PIYUSH A PATEL CHAIRMAN 10.00 X 0 0 0 MR JAMES REPP CHAIRMAN-ELECT 10.00 X 0 0 0 MR KURT WNNER EMPLOYEE 40.00 X 164764 0 16848 ROVERT NAVE EMPLOYEE 40.00 X 132667 0 25454 JEFFREY KOTTKAMP EMPLOYEE 40.00 X 109667 0 611 824598 0 122343 4 0 1 0 0 2447378 2447378 GOVERNMENT PRODUCTIVIT 900099 120000 120000 STATE OF THE TAXPAYERS 900099 105475 105475 FLORIDA HOUSE 900099 5000 5000 230475 112635 112635 OTHER INCOME 900099 970 970 970 2791458 231445 0 112635 34893 34893 478459 454536 23923 1306867 1241524 65343 50734 48197 2537 114276 108562 5714 87495 4200 83295 148599 140426 8173 71004 68627 2377 31888 30294 1594 70052 66549 3503 48231 46609 1622 278023 278023 1264 1264 41493 39418 2075 118509 112584 5925 PRESS AND COMMUNICATION 31671 30087 1584 DUES AND SUBSCRIPTIONS 30105 30105 TELEPHONE AND CABLE 16665 15700 965 HOSPITALITY 11860 11860 6088 2694 3394 2978176 2766152 212024 0 787674 550494 787587 656792 12701 35437 1649061 891981 790147 757080 2149765 2330885 4527874 4330688 160621 119806 116500 0 277121 119806 X 3573636 3577365 677117 633517 4250753 4210882 4527874 4330688 -186718 80930 65917 0 X 0 0 0 X 1781392 2178437 2519207 2910420 2447378 11836834 213600 133500 212250 210024 230475 999849 1994992 2311937 2731457 3120444 2677853 12836683 20000 45000 10000 10000 30000 115000 448300 380544 17931 44170 890945 20000 493300 390544 27931 74170 1005945 11830738 15986 4565 11678 77590 112635 222454 15986 4565 11678 77590 112635 222454 3266 321 75 8860 970 13492 2014244 2316823 2743210 3206894 2791458 13072629 0.90500 0.91150 0.01700 0.01000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 270000 270000 962561 517587 444974 234279 212367 21912 178603 158409 20194 3618 3618 0 757080 CERTIFICATES OF DEPOSIT 2293985 F MONEY MARKETS 36900 F 2330885 X 2872388 80930 80930 2791458 0 2791458 2978176 0 2978176 0 2978176 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, 2024, 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 1 PLA AWARDS 14 14000 3267 GPA AWARDS 55 17401 225 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 330000 0 70000 0 0 0 53669 0 25761 0 479430 0 0 0 MR KURT WNNER EMPLOYEE 163764 0 1000 0 0 0 16580 0 268 0 181612 0 0 0 ROVERT NAVE EMPLOYEE 131667 0 1000 0 0 0 13467 0 11987 0 158121 0 0 0 PART I, LINE 1A THE INSTITUTE PAYS FOR DOMINIC CALABRO'S GOVERNOR'S CLUB, TIGER BAY, 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. 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