Civic Intelligence

Florida Prosperity Partnership Inc

EIN 27-0905144 • 501(c)3 • Sanford, FL

Profile

The Mission of FPP is providing pathways to economic security through a statewide coalition of organizations.

250 West Lake Mary Blvd Suite 289Sanford, FL 32773

www.floridaprosperitypartnership.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

21st percentile

-24%

Higher net margin than 21% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

15th percentile

-70%

Faster asset growth than 15% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

61st percentile

6.5%

Faster revenue growth than 61% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$49,751

Down $118,111 (-70%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$49,751

Down $118,111 (-70%) from 2021

Operations
Liabilities / Revenue62nd percentileNet Margin21st percentile

Revenue

Up

$489,256

Up $29,902 (+6.5%) from 2021

Expenses

Up

$607,367

Up $220,184 (+57%) from 2021

Net Income

Down

-$118,111

Down $190,282 (-264%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth15th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2011: $71,612Liabilities 2011: $0Net Assets 2011: $71,6122011Assets 2012: $61,605Liabilities 2012: $0Net Assets 2012: $61,6052012Assets 2013: $89,344Liabilities 2013: $2,149Net Assets 2013: $87,1952013Assets 2014: $101,927Liabilities 2014: $15,213Net Assets 2014: $86,7142014Assets 2015: $85,406Liabilities 2015: $28,946Net Assets 2015: $56,4602015Assets 2016: $104,795Liabilities 2016: $27,736Net Assets 2016: $77,0592016Assets 2020: $95,691Liabilities 2020: $0Net Assets 2020: $95,6912020Assets 2021: $167,862Liabilities 2021: $0Net Assets 2021: $167,8622021Assets 2022: $49,751Liabilities 2022: $0Net Assets 2022: $49,7512022

Highlighted filing

2022

Assets$49,751
Liabilities$0
Net Assets$49,751
Open 2022 Filing

Operations Trend

Revenue Growth61st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2011: $170,706Expenses 2011: $163,969Net Income 2011: $6,7372011Expenses 2012: $245,7382012Revenue 2013: $292,251Expenses 2013: $266,661Net Income 2013: $25,5902013Revenue 2014: $315,422Expenses 2014: $315,903Net Income 2014: -$4812014Revenue 2015: $321,006Expenses 2015: $351,260Net Income 2015: -$30,2542015Revenue 2016: $376,855Expenses 2016: $356,256Net Income 2016: $20,5992016Revenue 2020: $322,167Expenses 2020: $241,894Net Income 2020: $80,2732020Revenue 2021: $459,354Expenses 2021: $387,183Net Income 2021: $72,1712021Revenue 2022: $489,256Expenses 2022: $607,367Net Income 2022: -$118,1112022

Highlighted filing

2022

Revenue$489,256
Expenses$607,367
Net Income-$118,111
Open 2022 Filing

Filings

Most recent year

2022 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$49,751
Liabilities
$0
Net assets
$49,751
Revenue
$489,256
Expenses
$607,367
Net income
-$118,111
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.00$0.50$4.89$6.07$1.18
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.68$0.00$1.68$4.59$3.87$0.72
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.00$0.96$3.22$2.42$0.80
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.28$0.77$3.77$3.56$0.21
2015Detailed filing. Detailed filing data is available for this year.$0.85$0.29$0.56$3.21$3.51$0.30
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.15$0.87$3.15$3.16$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.89$0.02$0.87$2.92$2.67$0.26
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.00$0.62$2.46
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.00$0.72$1.71$1.64$0.07
Latest Detailed Filing

The latest 2022 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 7, 2022
Return Version
2021v4.0
Gross Receipts
$459,354
Mission and Program Overview

Mission

The annual financial capability training conference brings together leaders and practitioners of all levels representing non-profit organizations large and small, financial institutions, academic circles, for-profit organizations and government entities to work toward the fpp coalition mission, to elevate financial capability for all participants convene seeking ways to collaborate with others from their own region and from across florida and the entire nation, financial capability practitioners their and from across florida and the entire nation, financial capability practitioners share their model practicies and work together to generate exponential impact for others.

The mission of fpp is to elevate financial capability for all

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$95,691$167,862▲ $72,171
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$95,691$167,862▲ $72,171
Liabilities
Accounts Payable and Accrued Expenses$0--
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$95,691$167,862▲ $72,171
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$95,691$167,862▲ $72,171
Total Liabilities and Net Assets / Fund Balance$95,691$167,862▲ $72,171

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$10,000$10,000
Buildings$0$0$0
Other Land Buildings$0$0$0
Land$0-$0
Leasehold Improvements$0$0$0
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Alina Gonzalez-dockeryMember
Andrew GoldMember
Carter ElliottMember
Cora FulmoreMember
Daniel WilliamsMember
David FooteMember
Douglas GriesenauerMember
Herschel HollowayMember
Janet HamerMember
Juli LewisMember
Karla BachmannMember
Kathy HazelwoodMember
Katie MetzMember
Katrina TuggersonMember
Lesley MaceMember
Linda FalesMember
Melissa Slover AtheyMember
Richard RollasonMember
Sarah M EllisMember
Shannon LatimerMember
Revenue and Support

Revenue Composition

Contributions and Grants
$313,076
Program Service Revenue
$23,396
Investment Income
$1,953
Other Revenue
$120,929
All Other Contributions
$307,886
Change in Net Assets
$72,171

Audited Revenue Reconciliation

Revenue per Audited Statements
$459,354
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$459,354
Total Revenue per Form 990
$459,354
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$269,460
Other Expenses$117,723
Total Fundraising Expense$14,233
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$194,415$54,836$0$249,251
Payroll Taxes$15,763$4,446$0$20,209
All Other Expenses$1,870$522$14,233$16,625
Fees for Services Management$0$11,504$0$11,504
Office Expenses$0$9,839$0$9,839
Travel$4,405$0$0$4,405
Information Technology$3,354$945-$4,299
Insurance$1,956$651$0$2,607
Conferences and Meetings$0$1,504$0$1,504
Other Expenses$0$250$0$250
Total Functional Expenses$288,453$84,497$14,233$387,183

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$387,183
Total Expenses per Audited Statements$387,183
Total Expenses per Form 990$387,183
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Each board member has a chance to review the form 990 and resolve and questions before remittance to irs”

Form 990, Part VI, Section B, Line 12C

“Forms are sent out annually and board members return signed certification documents. Executive director records return and ensures 100% compliance”

Form 990, Part VI, Section B, Line 15

“Guidestar data reviewed compensation change proposed by executive director. Board votes to accept or reject”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy and financial statements on their website”

Filing and Contact Details

Filer

Filer Name
Florida Prosperity Partnership Inc
EIN
27-0905144
Phone
3212094377
Address
250 WEST LAKE MARY BLVD SUITE 289, SANFORD, FL 32773

Signing Officer

Name
William E Mills Iii
Title
Executive Director
Phone
3212094377
Signed
2022-09-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William E Mills Iii
Formed
2009
Legal Domicile
Fl
Voting Board Members
20
Independent Board Members
20
Employees
9
Volunteers
50

Preparer

Firm
Stephanie L Hartnett CPA PA
Address
14595 Crystal View Lane, Jacksonville, FL 32250
Preparer
Stephanie Hartnett
Phone
9043059806
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1

“The organization is a coalition of 3900+ partners and members in and beyond florida who primarily serve low- and moderate-income individuals and households. The coalition is comprised of florida-based, domestic and international organizations and practitioners representing non-profits, financial institutions, academia, government agencies, for-profit enterprises and more, all committed to generating a collective impact. Through coalition engagement, fpp's financial capability practitionrs build knowledge, skill and understanding to elevate people and communities from financial crisis to stability, security, well-being and prosperity.”

Form 990, Part XII, Line 2C

“The finance committee oversees and assumes responsibility for the audit”

Raw XML AppendixShowing 400 of 605 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
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IRS990/AllOtherContributionsAmt0307886
IRS990/AllOtherExpensesGrp/FundraisingAmt014233
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0522
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01870
IRS990/AllOtherExpensesGrp/TotalAmt016625
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0WILLIAM E MILLS III
IRS990/BooksInCareOfDetail/PhoneNum03212094377
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0250 WEST LAKE MARY BLVD
IRS990/BooksInCareOfDetail/USAddress/AddressLine2Txt0SUITE 289
IRS990/BooksInCareOfDetail/USAddress/CityNm0SANFORD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd032773
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
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IRS990/CashNonInterestBearingGrp/BOYAmt095691
IRS990/CashNonInterestBearingGrp/EOYAmt0167862
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/FundraisingAmt00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt01504
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt00
IRS990/ConferencesMeetingsGrp/TotalAmt01504
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
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IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0313076
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01953
IRS990/CYOtherExpensesAmt0117723
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IRS990/DecisionsSubjectToApprovaInd00
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IRS990/DeductibleNonCashContriInd00
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IRS990/Desc0STRATEGIC AND EMERGING INITIATIVES INCLUDE TRAIN-THE-TRAINERS PERTAINING TO FINANCIAL CAPABILITY; VIRTUAL TRAINING SESSIONS; REGIONAL PROSPERITY CONVENINGS; BANK ON FLORIDA; FLORIDA TAXPAYER OPPORTUNITY NETWORK; BRIGHT MINDS, FRESH IDEAS THINK TANK; SPONDULICS (THE FINANCIAL EDUTAINMENT BROADCASAT PLATFORM); AND OTHER CONVENINGS AND EVENTS RELATED TO BUILDING THE CAPACITY OF FINANCIAL CAPABILITY PRACTITIONERS
IRS990/DescribedInSection501c3Ind01
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IRS990/DonorRestrictionNetAssetsGrp/EOYAmt00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt09
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0197589
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FederatedCampaignsAmt00
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IRS990/ForeignFinancialAccountInd00
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IRS990/Form990PartVIISectionAGrp/PersonNm18SHANNON LATIMER
IRS990/Form990PartVIISectionAGrp/PersonNm19DANIEL WILLIAMS
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IRS990/ProgSrvcAccomActy2Grp/Desc0THE ANNUAL FINANCIAL CAPABILITY TRAINING CONFERENCE BRINGS TOGETHER LEADERS AND PRACTITIONERS OF ALL LEVELS REPRESENTING NON-PROFIT ORGANIZATIONS LARGE AND SMALL, FINANCIAL INSTITUTIONS, ACADEMIC CIRCLES, FOR-PROFIT ORGANIZATIONS AND GOVERNMENT ENTITIES TO WORK TOWARD THE FPP COALITION MISSION, TO ELEVATE FINANCIAL CAPABILITY FOR ALL. PARTICIPANTS CONVENE SEEKING WAYS TO COLLABORATE WITH OTHERS FROM THEIR OWN REGION, AND FROM ACROSS FLORIDA AND THE ENTIRE NATION. FINANCIAL CAPABILITY PRACTITIONERS SHARE THEIR MODEL PRACTICES AND WORK TOGETHER TO GENERATE EXPONENTIAL IMPACT FOR OTHERS!
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