Civic Intelligence

Florida Policy Institute Inc.

990 • Fiscal year 2015 • EIN 47-2759708

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 27, 2016

Organization ProfileWWW.FPI.INSTITUTE
255 Primera Blvd No 160Lake Mary, FL 32746

(407) 459-8658

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

25th percentile

0.00x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

25th percentile

0.00x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

96th percentile

73%

Higher net margin than 96% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

83rd percentile

$82,000

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 12.1% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Balance Sheet
Liabilities / Assets25th percentile

Assets

$493,943

No earlier filing loaded for comparison.

Net Assets

$493,943

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin96th percentile

Revenue

$676,641

No earlier filing loaded for comparison.

Expenses

$182,698

No earlier filing loaded for comparison.

Net Income

$493,943

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2015: $493,943Liabilities 2015: $0Net Assets 2015: $493,9432015Assets 2016: $601,639Liabilities 2016: $443,852Net Assets 2016: $157,7872016Assets 2017: $642,725Liabilities 2017: $407,765Net Assets 2017: $234,9602017Assets 2018: $412,415Liabilities 2018: $190,234Net Assets 2018: $222,1812018Assets 2019: $1,260,436Liabilities 2019: $250,600Net Assets 2019: $1,009,8362019Assets 2020: $1,763,976Liabilities 2020: $73,336Net Assets 2020: $1,690,6402020Assets 2021: $2,145,829Liabilities 2021: $35,781Net Assets 2021: $2,110,0482021Assets 2022: $2,918,934Liabilities 2022: $120,460Net Assets 2022: $2,798,4742022Assets 2023: $3,063,511Liabilities 2023: $133,752Net Assets 2023: $2,929,7592023Assets 2024: $3,134,191Liabilities 2024: $154,485Net Assets 2024: $2,979,7062024

Highlighted filing

2015

Assets$493,943
Liabilities$0
Net Assets$493,943
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2015: $676,641Expenses 2015: $182,698Net Income 2015: $493,9432015Revenue 2016: $335,448Expenses 2016: $435,466Net Income 2016: -$100,0182016Revenue 2017: $450,938Expenses 2017: $611,036Net Income 2017: -$160,0982017Revenue 2018: $596,504Expenses 2018: $609,220Net Income 2018: -$12,7162018Revenue 2019: $1,489,324Expenses 2019: $701,669Net Income 2019: $787,6552019Revenue 2020: $1,519,299Expenses 2020: $838,495Net Income 2020: $680,8042020Revenue 2021: $1,545,872Expenses 2021: $1,126,464Net Income 2021: $419,4082021Revenue 2022: $2,049,879Expenses 2022: $1,361,453Net Income 2022: $688,4262022Revenue 2023: $1,687,165Expenses 2023: $1,555,880Net Income 2023: $131,2852023Revenue 2024: $1,959,473Expenses 2024: $1,909,526Net Income 2024: $49,9472024

Highlighted filing

2015

Revenue$676,641
Expenses$182,698
Net Income$493,943
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 27, 2016
Return Version
2015v2.1
Gross Receipts
$676,641
Mission and Program Overview

Mission

The institute promotes widespread prosperity in a growing economy for all floridians by producing accurate, timely and understandable information based on solid research and analysis of state budget, tax and economic policies. We communicate our findings strategically, making use of messaging that meets people where they are and that non-experts can relate to. And we put our work into the hands of grassroots organizations that can mobilize for progress. Our work will contribute to sound policy decisions that improve economic security and opportunity for individuals, families, communities and florida as a whole.

The florida policy institute promotes widespread prosperity in a growing economy for all floridians through accurate, timely and understandable information based on solid research and analysis of state budget, tax and economic policies. Our work will contribute to sound decisions that improve economic security and opportunity for individuals, families, communities and florida as a whole.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$306,720-
Land, Buildings, and Equipment, Net$0$952▲ $952
Total Assets$0$493,943▲ $493,943
Other Assets Total$0$186,271▲ $186,271
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets-$493,943-
Total Net Assets Fund Balance$0$493,943▲ $493,943
Total Liabilities and Net Assets / Fund Balance$0$493,943▲ $493,943

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$952$147$1,099
Other Assets Org$186,271--
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Joe PennisiExecutive DirectorFT$82,000$82,000

Board Members and Trustees

NameTitle
Scott BarancikChair
Damian ThormanDirector
Maria RodriguezSecretary
Mireya EaveyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$676,641
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$676,641
Change in Net Assets
$493,943
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$95,122
Other Expenses$87,576
Total Fundraising Expense$10,672
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$16,400$57,400$8,200$82,000
Fees for Services Management$5,016$50,056$8$55,080
Travel$2,443$8,550$1,221$12,214
Other Salaries and Wages$11,840--$11,840
Payments to Affiliates-$7,856-$7,856
Office Expenses$843$2,950$422$4,215
Occupancy$775$2,714$388$3,877
Advertising$454$1,590$227$2,271
Payroll Taxes$1,282--$1,282
Insurance$206$721$103$1,030
Fees for Services Accounting$109$379$54$542
Depreciation Depletion$29$103$15$147
Other Expenses$8$28$4$40
Total Functional Expenses$39,466$132,560$10,672$182,698
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Current Board of DirectorConsulting Feees Were Paid to Thorman Strategy Group, Which Damian Thorman Is the Owner Of. Damian Thorman Is on the Board of Florida Policy Institute.No$50,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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 11

“The form 990 is provided to the board before filing the 990 with the irs, and each board member is asked to acknowledge receipt of the 990.”

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

“We require every staff and board member to annually complete and submit a conflict of interest disclosure form, in which they acknowledge they have received, read, understood and agreed to comply with fpn's conflict of interest policy and they disclose any actual or potential conflicts of interest in making a particular grant, investment, contract, payment or other applicable transaction.”

Form 990, Part VI, Section B, Line 15

“The board of directors are not compensated for their board service. The board relies on comparable data prior to making a determination of compensation for the executive director, the board approves this compensation in advance, and the board documents the basis for the board's determination of compensation.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy and financial statements are available upon request.”

Form 990, Part VII, Item 5

“The compensation for joseph pennisi was reported on a 1099 issued by florida policy institute's fiscal agent under ein# 20-1328734.”

Filing and Contact Details

Filer

Filer Name
Florida Policy Institute Inc
EIN
47-2759708
Phone
4074598658
Address
255 PRIMERA BLVD NO 160, LAKE MARY, FL 32746

Signing Officer

Name
Joe Pennisi
Title
Executive Director
Phone
4074598658
Signed
2016-10-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joe Pennisi
Formed
2014
Legal Domicile
Fl
Voting Board Members
4
Independent Board Members
4
Employees
4
Volunteers
0

Preparer

Firm
Carr Riggs & Ingram LLC
Address
1031 W MORSE BLVD SUITE 200, WINTER PARK, FL 32789-3750
Preparer
Sarah E Marshall CPA
Phone
4076447455
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0CONSULTING FEEES WERE PAID TO THORMAN STRATEGY GROUP, WHICH DAMIAN THORMAN IS THE OWNER OF. DAMIAN THORMAN IS ON THE BOARD OF FLORIDA POLICY INSTITUTE.
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PROVIDED TO THE BOARD BEFORE FILING THE 990 WITH THE IRS, AND EACH BOARD MEMBER IS ASKED TO ACKNOWLEDGE RECEIPT OF THE 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WE REQUIRE EVERY STAFF AND BOARD MEMBER TO ANNUALLY COMPLETE AND SUBMIT A CONFLICT OF INTEREST DISCLOSURE FORM, IN WHICH THEY ACKNOWLEDGE THEY HAVE RECEIVED, READ, UNDERSTOOD AND AGREED TO COMPLY WITH FPN'S CONFLICT OF INTEREST POLICY AND THEY DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST IN MAKING A PARTICULAR GRANT, INVESTMENT, CONTRACT, PAYMENT OR OTHER APPLICABLE TRANSACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS ARE NOT COMPENSATED FOR THEIR BOARD SERVICE. THE BOARD RELIES ON COMPARABLE DATA PRIOR TO MAKING A DETERMINATION OF COMPENSATION FOR THE EXECUTIVE DIRECTOR, THE BOARD APPROVES THIS COMPENSATION IN ADVANCE, AND THE BOARD DOCUMENTS THE BASIS FOR THE BOARD'S DETERMINATION OF COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE COMPENSATION FOR JOSEPH PENNISI WAS REPORTED ON A 1099 ISSUED BY FLORIDA POLICY INSTITUTE'S FISCAL AGENT UNDER EIN# 20-1328734.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII, ITEM 5
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsEOYAmt0493943
IRS990/TotalAssetsGrp/BOYAmt00
IRS990/TotalAssetsGrp/EOYAmt0493943
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0676641
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt010672
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0132560
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt039466
IRS990/TotalFunctionalExpensesGrp/TotalAmt0182698
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0493943
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt039466
IRS990/TotalReportableCompFromOrgAmt082000
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0676641
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0493943
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt01221
IRS990/TravelGrp/ManagementAndGeneralAmt08550
IRS990/TravelGrp/ProgramServicesAmt02443
IRS990/TravelGrp/TotalAmt012214
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0493943
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0255 PRIMERA BLVD STE 160
IRS990/USAddress/CityNm0LAKE MARY
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032746
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.FPI.INSTITUTE
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOE PENNISI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04074598658
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FLORIDA POLICY INSTITUTE INC
ReturnHeader/Filer/BusinessNameControlTxt0FLOR
ReturnHeader/Filer/EIN0472759708
ReturnHeader/Filer/PhoneNum04074598658
ReturnHeader/Filer/USAddress/AddressLine1Txt0255 PRIMERA BLVD NO 160
ReturnHeader/Filer/USAddress/CityNm0LAKE MARY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032746
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721396621
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARR RIGGS & INGRAM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01031 W MORSE BLVD SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WINTER PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0327893750
ReturnHeader/PreparerPersonGrp/PhoneNum04076447455
ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SARAH E MARSHALL CPA
ReturnHeader/ReturnTs02016-11-01T07:54:49-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$493,943
Liabilities
$0
Net assets
$493,943
Revenue
$676,641
Expenses
$182,698
Net income
$493,943
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.13$0.15$2.98$1.96$1.91$0.05
2023Detailed filing. Detailed filing data is available for this year.$3.06$0.13$2.93$1.69$1.56$0.13
2022Detailed filing. Detailed filing data is available for this year.$2.92$0.12$2.80$2.05$1.36$0.69
2021Detailed filing. Detailed filing data is available for this year.$2.15$0.04$2.11$1.55$1.13$0.42
2020Detailed filing. Detailed filing data is available for this year.$1.76$0.07$1.69$1.52$0.84$0.68
2019Detailed filing. Detailed filing data is available for this year.$1.26$0.25$1.01$1.49$0.70$0.79
2018Detailed filing. Detailed filing data is available for this year.$0.41$0.19$0.22$0.60$0.61$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.64$0.41$0.23$0.45$0.61$0.16
2016Detailed filing. Detailed filing data is available for this year.$0.60$0.44$0.16$0.34$0.44$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.68$0.18$0.49