2024-02-14T16:57:40-06:00 2022-12-31 593186310 THOMAS HOWELL FERGUSON PA 2615 CENTENNIAL BLVD SUITE 200 TALLAHASSEE FL 32308 990 2022-01-01 592641305 FLORIDA PUBLIC PENSION TRUSTEES ASSOCIATION INC FLOR 8508424064 2946 WELLINGTON CIRCLE TALLAHASSEE FL 32309 KIMBERLIE E PRIOR CEO 8508424064 2024-02-13 1 KIMBERLIE PRIOR 999009999 0 STACEY T KOLKA P01371120 8506688100 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KIMBERLIE E PRIOR 2946 WELLINGTON CIRCLE TALLAHASSEE FL 32309 2059646 0 X WWW.FPPTA.ORG X 1984 FL EDUCATE PUBLIC PENSION TRUSTEES AND ADMINISTRATORS. 9 9 5 40 0 0 525523 533319 1280763 1346343 -1883 1499 74919 63301 1879322 1944462 6500 5000 0 0 477813 497415 0 0 0 1059026 1118401 1543339 1620816 335983 323646 1336042 2000200 544766 885278 791276 1114922 EDUCATE PUBLIC PENSION TRUSTEES AND ADMINISTRATORS. 0 0 1313170 5000 1356289 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. 17100 PENSION FUNDAMENTALS IS A PRIMER FOR A NEW TRUSTEE WALKING INTO THEIR ROLE ON THE PENSION BOARD. THIS ONE-DAY VIRTUAL PROGRAM COVERS THE VARIOUS ROLES PEOPLE PLAY IN THE PENSION SYSTEM, GIVES A RUN-DOWN OF HOW A DEFINED BENEFIT PLAN WORKS, AND FAMILIARIZES A NEW TRUSTEE WITH THE LANGUAGE, PLAYERS AND LAY OF THE LAND THEY WILL COME TO KNOW IN THEIR NEW ROLE. THIS PROGRAM IS NOW A REQUIREMENT FOR ANY TRUSTEE INTENDING TO ENROLL IN THE CPPT PROGRAM. TRUSTEES MUST COMPLETE THIS PROGRAM BEFORE ENTERING INTO THE BASIC CPPT COURSE. 1313170 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 25 0 5 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 9 9 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 2.00 X X 0 0 0 CHAVE ASPINALL DIRECTOR EMERITUS 1.00 X 0 0 0 TIM OLSEN VICE-CHAIRMAN 2.00 X X 0 0 0 PETE PRIOR CHAIRMAN 2.00 X X 0 0 0 DWIGHT MATTINGLY DIRECTOR 2.00 X 0 0 0 WARREN WEST SECRETARY 2.00 X X 0 0 0 CHRISTOPHER SPENCER DIRECTOR 2.00 X 0 0 0 KEN HARRISON DIRECTOR EMERITUS 1.00 X 0 0 0 NORRIS OARK DIRECTOR 2.00 X 0 0 0 KIMBERLIE E PRIOR CEO 40.00 X 122130 0 13538 122130 0 13538 1 0 0 0 0 532069 1250 533319 ANNUAL CONFERENCE 611430 703337 703337 TUITION 611430 386677 386677 SPONSORSHIPS 611430 209575 209575 CPPT FEES 611430 46754 46754 1346343 1655 1655 103838 103838 156 0 -156 -156 -156 19770 11190 8580 8580 MISCELLANEOUS 611430 54721 54721 54721 1944462 1401064 0 10079 2000 2000 3000 3000 135668 89220 46448 307378 199107 108271 22318 14457 7861 32051 20761 11290 10965 7103 3862 32083 20782 11301 142979 92616 50363 7259 7259 12433 5612 6821 31432 25466 5966 51999 42129 9870 28316 28316 672720 672720 13494 8741 4753 22530 17645 4885 CREDIT CARD FEES 52108 31786 20322 EQUIPMENT LEASE 14641 8931 5710 DUES & SUBSCRIPTIONS 13009 7935 5074 PUBLICATIONS EXPENSE 9879 6026 3853 2554 1558 996 1620816 1313170 307646 0 878810 1300076 103838 305685 9737 1200 14770 47219 511409 182889 309887 328520 19000 17500 1336042 2000200 24919 37120 519847 848158 544766 885278 X 789326 1114922 1950 0 791276 1114922 1336042 2000200 323646 0 X 0 1 X 1 0 X 516777 474034 526874 525523 533319 2576527 1513696 1558055 567509 1280763 1346343 6266366 2030473 2032089 1094383 1806286 1879662 8842893 0 0 0 8842893 1272 2597 2465 597 1655 8586 1272 2597 2465 597 1655 8586 14806 13776 17325 30387 54721 131015 2046551 2048462 1114173 1837270 1936038 8982494 0.98450 0.98050 0.00100 0.00080 X 38473 38473 429646 162815 266831 43290 20074 23216 328520 X 1955808 11346 11346 1944462 0 1944462 1632162 11346 11346 1620816 0 1620816 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 YEAR ENDED DECEMBER 31, 2022. 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, 2019. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 11,190. LOSS ON SALE OF FIXED ASSETS 156. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 11,190. LOSS ON SALE OF FIXED ASSETS 156. SCHEDULE D PART XI, LINE 2D & PART XII, LINE 2D FOR AUDITED FINANCIAL STATEMENT PURPOSES, THE LOSS ON DISPOSAL OF PROPERTY AND EQUIPMENT AND FUNDRAISING EXPENSES ARE INCLUDED IN EXPENSES. HOWEVER, FOR INCOME TAX RETURN PURPOSES, THE LOSS ON DISPOSAL OF PROPERTY AND EQUIPMENT AND FUNDRAISING EXPENSES ARE INCLUDED ON FORM 990 PART VIII (STATEMENT OF REVENUES). GOLF TOURNAMENT 19770 19770 725 5130 933 4402 19770 19770 725 5130 933 4402 11190 8580 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: 12/31/22 UNDER IRC REGULATION SECTION 1.263(A)-1(F), THE TAXPAYER HEREBY ELECTS TO APPLY THE DE MINIMIS SAFE HARBOR ELECTION.