2025-07-08T10:39:09-05:00 2023-09-30 994625061 CRI ADVISORS LLC 2633 CENTENNIAL BLVD STE 200 TALLAHASSEE FL 32308 990 2022-10-01 591918055 FLORIDA TAXWATCH RESEARCH INSTITUTE INC FLOR 8502225052 PO BOX 10209 TALLAHASSEE FL 32302 DOMINIC M CALABRO PRESIDENT & CEO 8502225052 2025-06-27 1 1 MICHAEL C CARTER P00292302 8508788777 2025-06-27 2022 2025-03-06 01:10:19Z DOMINIC M CALABRO 106 N BRONOUGH ST TALLAHASSEE FL 32301 3206894 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 89 88 14 88 0 0 2519207 2910420 212250 210024 19838 77590 75 8860 2751370 3206894 29684 260824 0 0 1560964 1652944 0 0 0 674803 964814 2265451 2878582 485919 328312 4181385 4527874 214156 277121 3967229 4250753 TO PROVIDE CITIZENS WITH INDEPENDENT RESEARCH ON GOVERNMENT FISCAL POLICY AND TO PROMOTE THE MOST EFFICIENT USE OF TAXPAYER DOLLARS 0 0 388476 260824 25000 PRUDENTIAL PRODUCTIVITY AWARDS RECOGNIZES STATE WORKERS WHOSE INNOVATIONS IMPROVE THE DELIVERY OF GOVERNMENT SERVICES AND SAVE TAXPAYERS MONEY 2080608 64060 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 213895 129824 GATHER THE LARGE BOARD OF TRUSTEES TOGETHER TWICE A YEAR TO DISCUSS THE DIRECTION, PROGRAMS, AND FUTURE OF THE INSTITUTE 2682979 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 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 17 0 1 14 1 0 0 0 0 0 0 0 0 0 0 X 89 88 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 376908 0 79778 MR CHARLES FRAZIER JR DIRECTOR 10.00 X 0 0 0 MR BILL BARKER DIRECTOR 10.00 X 0 0 0 MR THOMAS CRUMMY 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 MS CLAUDIA DAVANT DIRECTOR 10.00 X 0 0 0 MS MONESIA BROWN DIRECTOR 10.00 X 0 0 0 MR JIM FOGLER DIRECTOR 10.00 X 0 0 0 MR ERIC EIKENBERG 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 MR JAMES REPP CHAIRMAN-ELECT 10.00 X 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 NATALIE KING 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 A RYALL MCMULLIN JR DIRECTOR 10.00 X 0 0 0 MR MICHAEL MINTON 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 ED POZZUOLI DIRECTOR 10.00 X 0 0 0 MR JOHN PROVENZANO DIRECTOR 10.00 X 0 0 0 MR ALEJANDRO SANCHEZ DIRECTOR 10.00 X 0 0 0 MR DANIEL MARTELL DIRECTOR 10.00 X 0 0 0 MR BILL TALBERT DIRECTOR 10.00 X 0 0 0 MR JOHN THOMAS 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 STEVE L EVANS DIRECTOR 25.00 X 60000 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 MR W BRUCE O'DONOGHUE 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 MICHAEL NACHEL DIRECTOR 10.00 X 0 0 0 MR DAVID NICHOLSON DIRECTOR 10.00 X 0 0 0 MR JORGE PESQUERA 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 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 KURT WENNER EMPLOYEE 40.00 X 158764 0 19962 MR ANTONIO CARVAJAL EMPLOYEE 40.00 X 192257 0 58246 ROBERT NAVE EMPLOYEE 40.00 X 107476 0 46785 895405 0 204771 4 0 1 0 0 2910420 2910420 STATE OF THE TAXPAYERS 900099 129824 129824 FLORIDA HOUSE 900099 50000 50000 PRUDENTIAL PRODUCTIVIT 900099 25000 25000 CFC INSTITUTE 900099 5200 5200 210024 77590 77590 OTHER INCOME 900099 8860 8860 8860 3206894 218884 0 77590 250000 250000 10824 10824 512267 486519 25748 1009470 958996 50474 43656 41473 2183 87551 83173 4378 81578 81578 176656 167836 8820 70443 66025 4418 29025 27574 1451 31906 30311 1595 60140 57383 2757 255668 255668 42534 40407 2127 103435 98385 5050 PRESS AND COMMUNICATION 60533 57506 3027 DUES & SUBSCRIPTIONS 22308 21193 1115 TELEPHONE AND CABLE 16593 15711 882 HOSPITALITY 6529 6529 7466 7466 2878582 2682979 195603 0 334471 787674 887648 787587 15061 12701 1640634 850487 823245 790147 2120960 2149765 4181385 4527874 155481 160621 58675 116500 214156 277121 X 3239843 3573636 727386 677117 3967229 4250753 4181385 4527874 328312 -44835 47 0 X X 0 1 X 1 0 X 1923253 1781392 2178437 2519207 2910420 11312709 316175 213600 133500 212250 210024 1085549 2239428 1994992 2311937 2731457 3120444 12398258 32500 20000 45000 10000 10000 117500 448300 380544 17931 846775 32500 20000 493300 390544 27931 964275 11433983 15104 15986 4565 11678 77590 124923 15104 15986 4565 11678 77590 124923 8294 3266 321 75 8860 20816 2262826 2014244 2316823 2743210 3206894 12543997 0.91150 0.91050 0.01000 0.00570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 270000 270000 962561 487625 474936 234279 204933 29346 170176 154311 15865 3618 3618 0 790147 CERTIFICATES OF DEPOSIT 2098418 F MONEY MARKETS 51347 F 2149765 X 3162059 -44835 -44835 3206894 0 3206894 2878582 0 2878582 0 2878582 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, 2023 , 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 CAPTAIN JOSH GREER 8884 SW HAMPSHIRE AVE ARCADIA FL 34269 10000 0 TO ASSIST WITH DISASTER RELIEF CAPTAIN OZZIE LESSINGER 512 PECK AVE FORT MYERS FL 33919 10000 0 TO ASSIST WITH DISASTER RELIEF CHOCOLATTES ROASTING LLC 1610 SAN CARLOS BLVD FORT MYERS FL 33908 824055212 10000 0 TO ASSIST WITH DISASTER RELIEF D & D MATLACHA BAIT & TACKLE 3922 PINE ISLAND ROAD NW MATLACHA FL 33993 201212624 10000 0 TO ASSIST WITH DISASTER RELIEF EXCLUSIVE AFFAIR PARTY RENTALS 6260 TOPAZ COURT FORT MYERS FL 33966 472003360 10000 0 TO ASSIST WITH DISASTER RELIEF FISH OF SANIBEL-CAPTIVA INC 2430 PERIWINKLE WAY SANIBEL FL 33957 208892375 10000 0 TO ASSIST WITH DISASTER RELIEF FLYING EAGLE KOMBUCHA 3905 MARTIN LUTHER KING BLVD FORT MYERS FL 33916 831796607 10000 0 TO ASSIST WITH DISASTER RELIEF GANNON ANTIQUES 16521 S TAMIAMI TRAIL FORT MYERS FL 33908 650852626 10000 0 TO ASSIST WITH DISASTER RELIEF GATHERING HOUSE BY DWELLING PLACE PROJECT 1611 FOWLER ST FORT MYERS FL 33901 871517873 10000 0 TO ASSIST WITH DISASTER RELIEF GKI MEDIA INC DBA FASTSIGNS CAPE CORAL 290 NICHOLAS PARKWAY CAPE CORAL FL 33991 843725660 10000 0 TO ASSIST WITH DISASTER RELIEF GULF COAST LEISURE LLC 2025 FOWLER ST FORT MYERS FL 33901 454539559 10000 0 TO ASSIST WITH DISASTER RELIEF GULFSHORE PLAYHOUSE 755 8TH AVE S NAPLES FL 34102 900178566 10000 0 TO ASSIST WITH DISASTER RELIEF HOOPS ON MISSION 71 MID CAPE TERRACE UNIT 4-5 CAPE CORAL FL 33991 813794207 10000 0 TO ASSIST WITH DISASTER RELIEF HOPE CLUBHOUSE OF SWFL INC 3602 BRADWAY FORT MYERS FL 33901 300437443 10000 0 TO ASSIST WITH DISASTER RELIEF INCREASE THE PEACH INC 7181 COLLEGE PKWY STE 10 FORT MYERS FL 33901 823539627 10000 0 TO ASSIST WITH DISASTER RELIEF JESI CASON PHOTOGRAPHY 2914 SUNSET RD FORT MYERS FL 33901 591745053 10000 0 TO ASSIST WITH DISASTER RELIEF JUST N TIME BARBER SHOP 1550 PALMETTO AVE FORT MYERS FL 33916 463212657 10000 0 TO ASSIST WITH DISASTER RELIEF KENWOOD LANES LTD - DBA GATOR LANES 1901 CRYSTAL DRIVE FORT MYERS FL 33907 591750991 10000 0 TO ASSIST WITH DISASTER RELIEF KOZA FARMS INC 3625 SE HANSEL AVE ARCADIA FL 34266 650294040 10000 0 TO ASSIST WITH DISASTER RELIEF LAKAY CUISINESISLAND VIBEZ GRILL 3903 DR MLK JR BLVD LEHIGH ACRES FL 33972 821377667 10000 0 TO ASSIST WITH DISASTER RELIEF OLLIE'S PUB-RECORDS & BEER 1019 CAPE CORAL PKWY E CAPE CORAL FL 33904 842337484 10000 0 TO ASSIST WITH DISASTER RELIEF RUPERT'S KARATE ACADEMY 2795 DAVIS BLVD UNIT G NAPLES FL 34104 472391671 10000 0 TO ASSIST WITH DISASTER RELIEF WELKERS CRACKER BOX 16910 MCGREGOR BLVD FORT MYERS FL 33908 10000 0 TO ASSIST WITH DISASTER RELIEF WHITE ORCHID OASIS 3027 EAST RIVERSIDE DR FORT MYERS FL 33916 10000 0 TO ASSIST WITH DISASTER RELIEF WILD AT HEART FLOWER TRUCK 7930 SANDEL WOOD CIR W FORT MYERS FL 33908 873639327 10000 0 TO ASSIST WITH DISASTER RELIEF 25 PLA AWARDS 10 9250 1574 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 376908 0 0 0 0 0 53619 0 26159 0 456686 0 0 0 MR ANTONIO CARVAJAL EMPLOYEE 192257 0 0 0 0 0 0 0 58246 0 250503 0 0 0 MR KURT WENNER EMPLOYEE 158764 0 0 0 0 0 18257 0 1705 0 178726 0 0 0 ROBERT NAVE EMPLOYEE 107476 0 0 0 0 0 12093 0 34692 0 154261 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. FORM 990, PART XII, LINE 2C: THE ORGANIZATIONS EXECUTIVE COMMITTEE IS IN CHARGE OF THE SELECTION AND OVERSIGHT OF THE FINANCIAL AUDITORS 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