2023-11-13T10:58:50-06:00 2022-12-31 593204548 JAMES MOORE & CO PL 2477 TIM GAMBLE PLACE SUITE 200 TALLAHASSEE FL 323084386 990 2022-01-01 521296856 FLORIDA CHAPTER OF AMERICAN PLANNING ASSOCIATION INC FLOR 8502013272 2017 DELTA BLVD 201 TALLAHASSEE FL 323034888 STEFANIE SVISCO EXECUTIVE DIRECTOR 8502013272 2023-11-09 1 STEFANIE SVISCO 999009999 1 MARK PAYNE P00005495 8503866184 2023-11-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z STEFANIE SVISCO 2017 DELTA BLVD 201 TALLAHASSEE FL 323034888 797084 0 X WWW.FLORIDAPLANNING.ORG X 1994 FL ORGANIZED TO ADVANCE THE ART AND SCIENCE OF PLANNING THAT WILL CONTRIBUTE TO THE PUBLIC WELL BEING. 26 26 4 11 34465 21038 424935 446368 248332 327687 12371 0 6256 23029 691894 797084 5584 12120 0 0 202312 194651 0 0 0 496511 550323 704407 757094 -12513 39990 1463822 1481877 56676 23979 1407146 1457898 TO PROVIDE STATEWIDE LEADERSHIP IN THE DEVELOPMENT OF SUSTAINABLE COMMUNITIES BY ADVOCATING EXCELLENCE IN PLANNING, PROVIDING PROFESSIONAL DEVELOPMENT FOR ITS MEMBERS, AND WORKING TO PROTECT AND ENHANCE THE NATURAL AND BUILT ENVIRONMENTS. 0 0 714050 12120 316251 THE ORGANIZATION'S MOST SIGNIFICANT ACTIVITIES IN 2022 INCLUDES THE HOSTING OF THE 2022 ANNUAL CONFERENCE WHICH HAD 874 PEOPLE REGISTERED AND PROVIDED 72 INDIVIDUAL SESSIONS OF CONTINUING EDUCATION TRAINING FOR APA FLORIDA MEMBERS. OVER THE COURSE OF THE YEAR, APA FLORIDA PROVIDED 61 EDUCATIONAL EVENTS. ADDITIONALLY, APA FLORIDA ISSUED 4 QUARTERLY NEWSLETTERS, 12 ELECTRONIC NEWSLETTERS, MULTIPLE LEGISLATIVE UPDATES AND WEB POSTINGS. 714050 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 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 1 10 0 1 4 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 26 26 0 0 0 0 1 1 1 1 1 0 1 1 0 1 1 1 1 1 1 1 0 X THE ORGANIZATION 8502013272 2017 DELTA BLVD 201 TALLAHASSEE FL 323034888 WHIT BLANTON PRESIDENT 4.00 X X 0 0 0 ALLARA MILLS GUTCHER PRESIDENT ELECT 4.00 X X 0 0 0 JILL QUIGLEY SECRETARY 4.00 X X 0 0 0 JOHN ROACH TREASURER 4.00 X X 0 0 0 WIATT BOWERS IMMEDIATE PAST PRESIDENT 4.00 X X 0 0 0 HENRY BITTAKER VP - PROFESSIONAL DEVELOPMENT 4.00 X X 0 0 0 LARA BOUCK VP - CONTUNUING EDUCATION 4.00 X X 0 0 0 ENNIS DAVIS VP - MEMBERSHIP & OUTREACH SERVICES 4.00 X X 0 0 0 AMY ELMORE VP - COMMUNICATIONS 4.00 X X 0 0 0 EDDIE NG VP - CONFERENCE SERVICES 4.00 X X 0 0 0 ALI PALMER VP - SECTION AFFAIRS 4.00 X X 0 0 0 KORI BENTON CHAIR - TREASURE COAST SECTION 4.00 X 0 0 0 JUAN CASTILLO CHAIR - SAN FELASCO SECTION 4.00 X 0 0 0 KATRINA CORCORAN CHAIR - SUN COAST SECTION 4.00 X 0 0 0 FABIAN DE LA ESPRIELLA CHAIR - GOLD COAST SECTION 4.00 X 0 0 0 MACY FRICKE CHAIR - CAPITAL AREA SECTION 4.00 X 0 0 0 JASON GREEN CHAIR - PROMISED LANDS SECTION 4.00 X 0 0 0 DANIEL KEESTER-O'MILLS CHAIR - BROWARD SECTION 4.00 X 0 0 0 LAURA LOCKWOOD-HERRSCHER CHAIR - HEART OF FLORIDA SECTION 4.00 X 0 0 0 LUIS NIEVES-RUIZ CHAIR - ORLANDO METRO SECTION 4.00 X 0 0 0 RAY SPOFFORD CHAIR - FIRST COAST SECTION 4.00 X 0 0 0 BRADLEY PARRISH CHAIR - ATLANTIC COAST SECTION 4.00 X 0 0 0 RANDALL WOODRUFF CHAIR - EMERALD COAST SECTION 4.00 X 0 0 0 DR VAN LINKOUS UNIVERSITY LIAISON 4.00 X 0 0 0 JARRELL SMITH EPG REPRESENTATIVE 4.00 X 0 0 0 SABRINA VITERI STUDENT REPRESENTATIVE 4.00 X 0 0 0 JULIA A MAGEE EXECUTIVE DIRECTOR 41.00 X 128840 0 16349 128840 0 16349 1 0 0 0 0 277331 29100 139937 446368 CONFERENCE 900099 293222 293222 ADVERTISING 541800 34465 34465 327687 CHAPTER WORKSHOPS & FU 900099 23029 23029 23029 797084 316251 34465 0 12120 12120 145189 117899 27290 36740 36740 12722 10814 1908 30255 26309 3946 50000 50000 22080 22080 50347 41307 9040 7497 6814 683 348069 347892 177 973 973 4680 4680 NEWSLETTER 16760 16760 EDUCATION AND TRAINING 11801 11801 UBI TAX 4418 4418 OTHER EXPENSES 3443 3443 757094 714050 43044 0 679360 677883 351159 289778 79819 75150 27004 2797 13988 13324 1637 664 324843 435605 1463822 1481877 19427 17857 8149 6122 29100 0 56676 23979 X 1407146 1457898 1407146 1457898 1463822 1481877 39990 10762 0 X X 1 X 0 1 0 X 385592 379052 326085 424935 446368 1962032 325037 222358 135508 217937 316251 1217091 710629 601410 461593 642872 762619 3179123 0 0 0 3179123 6702 11325 3315 12371 33713 16620 16620 6702 11325 3315 12371 16620 50333 9391 16686 26077 717331 612735 474299 671929 779239 3255533 0.97650 0.97820 0.01550 0.01190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 50000 50000 707094 757094 138564 34641 0 0 131862 92643 130661 138564 493730 740595 45896 47272 47272 50000 190440 32966 23161 32665 34641 123433 185150 13988 13324 664 664 INVESTMENT CONTRACTS 435065 SECURITY DEPOSIT 540 435605 X 807846 10762 10762 797084 0 797084 757094 0 757094 0 757094 PART X, LINE 2: THE ASSOCIATION HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS OF THE ASSOCIATION. 1 SCHOLARSHIPS 25 12120 PART I, LINE 2: WHEN CONFERENCE OR WORKSHOP REGISTRATIONS ARE AWARDED TO MEMBERS, GENERALLY THE SECTIONS REQUIRE A COPY OF THE REGISTRATION AND REIMBURSE UPON RECEIVING IT, OR PAY FOR THE REGISTRATION DIRECTLY. ANNUAL CONFERENCE SCHOLARSHIPS (FROM BP SETTLEMENT) - THERE IS SELECTION CRITERIA AND CRITERIA FOR WHAT THE MONEY CAN BE USED FOR. THESE SCHOLARSHIPS ARE REIMBURSEMENTS AND THE ORGANIZATION REQUIRES SUBSTANTIATION BEFORE A REIMBURSEMENT IS AWARDED. FORM 990, PART VI, SECTION A, LINE 6 FLORIDA CHAPTER OF THE AMERICAN PLANNING ASSOCIATION INC IS ORGANIZED AS AN ASSOCIATION WITH MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF FLORIDA CHAPTER OF THE AMERICAN PLANNING ASSOCIATION INC HAVE THE POWER TO ELECT MEMBERS OF THE GOVERNING BOARD, EXCEPT FOR THE POSITIONS OF FACULTY LIAISON, STUDENT REPRESENTATIVE AND EMERGING PLANNERS GROUP, WHICH ARE APPOINTED POSITIONS. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS OF FLORIDA CHAPTER OF THE AMERICAN PLANNING ASSOCIATION INC APPROVE THE BYLAWS, BUDGET, STRATEGIC OPERATIONAL PLAN AND LEGISLATIVE PLATFORM. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED FORM 990 WILL BE REVIEWED BY JULIA MAGEE, EXECUTIVE DIRECTOR, AND JOHN ROACH, TREASURER. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS ARE REQUIRED TO SIGN THAT THEY HAVE READ AND UNDERSTAND THE POLICY AND WILL ABIDE BY IT. WHEN A CONFLICT IS DECLARED, THOSE INVOLVED ARE ASKED TO LEAVE THE ROOM DURING THE DISCUSSION AND ACTION TO RESOLVE ANY CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE REVIEWS THE COMPENSATION AND CONTRACT OF THE CEO/EXECUTIVE DIRECTOR/TOP MANAGEMENT OFFICIAL AND ACTS ON IT AS A BODY. ALL OFFICERS OF THE ORGANIZATION ARE VOLUNTEERS. THE EXECUTIVE DIRECTOR/PRESIDENT/TREASURER REVIEW THE COMPENSATION OF THE ADMINISTRATION ASSISTANT/BOOKKEEPER AND THE EXECUTIVE COMMITTEE ACTS UPON IT AS A WHOLE. FORM 990, PART VI, SECTION C, LINE 19 THE STRATEGIC OPERATION PLAN, BUDGET, LEGISLATIVE PLATFORM, AND QUARTERLY FINANCIAL STATEMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE. THE COMPILED FINANCIAL STATEMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE AND ARE MADE AVAILABLE UPON REQUEST. THE 990 AND ALL OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS FOR THE SELECTION AND SUPERVISION OF THE ORGANIZATION'S INDEPENDENT AUDITOR HAS REMAINED CONSISTENT WITH THE PRIOR YEAR.