Florida Philanthropic Network INC FY2020 filing

Tax-deductible

Tampa, FL501(c)(3)Foundations & GrantmakersEIN 20-1328734Revenue $1.2M in FY2020

On file with the IRSfpnetwork.org12191 W Linebaugh Ave Suite 626, 33626-1732 · Tampa, FLTax-exempt since Dec 2004Publicly supported charity — 170(b)(1)(A)(vi)

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As a statewide association of grantmakers, fpn builds philanthropy for a better Florida. We DO this through research and education, collaboration and advancing public policy for the common good of all floridians.

501(c)(3) charity; gifts are tax-deductible.
92¢ of each $1 spent went to programs.
$142K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $380K a year · 18% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
92%
of spending
Looks good: 92% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$142K
to officers and key staff · 11% of spending
Looks good: pay to officers and key staff is 11% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Fine: 2.9 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
22
named funders · $2.3M
Looks good: 22 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$288K
82% of total assets
Concern: liabilities are 82% of assets; over 80%.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.2M
Spent
$1.3M
To programs
92%
Net assets
$64K
By yearFY2020–FY2024
Revenue
$1.2M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$1.2M
FY2021$1.4M
FY2022$1.6M
FY2023$2.5M
FY2024$4.1M
Expenses
$1.3M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$1.3M
FY2021$747K
FY2022$1.7M
FY2023$2.0M
FY2024$3.1M
Net assets
$64K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$64K
FY2021$684K
FY2022$656K
FY2023$1.1M
FY2024$1.9M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Dec 2004.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

92 cents of each dollar spent went to programs.

Program services 92% · $1.1M Management & general 5% · $58K Fundraising 4% · $47K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

13 people listed on the 990; $142K paid to officers and key staff.

Part VII, Section A · reportable compensation
$106,666Pt VII · Sec A
$35,583Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Ashley Heath Dietz’s $175K as President & is at the 74th percentile of top reported officer pay among 1690 $1–10M philanthropy & grantmaking nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Ashley Heath Dietz$175,100$161,635$147,782$135,953$35,583
Robert McFalls————$106,666

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Florida Philanthropic Network INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Builds philanthropy through research, education, and collaboration to improve Florida.

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Provided by the organization

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2 programs · $1.1M · in their own filed words · FY2020
01

FPN coordinates and provides educational and networking opportunities for its members & partners. FPN implements its annual learning agenda via webinars, online convenings and in-person gatherings.

$711Kprogram expense
02

FPN acted as the fiscal agent for the census 2020 initiative and florida counts:vote 2020. This statewide effort was created to increase awareness and the self response rate for the 2020 census. Eight organzations pooled funds investing in 67 organizations in 40 counties across FL targeting underserved communities.

$434Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 22 funders →
Grants paid · 108 grants · $1.8M · 2020–2024
See all 108 grants →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$1.2M
Ln 12
Gifts and grantsLn 1h$862K
Fees for servicesLn 2g$303K
Other incomeLn 4–11$13K
Money outPt IX
$1.3M
Ln 25
Programscol B$1.1M
Managementcol C$58K
Fundraisingcol D$47K
Owns and owesPt X
$64K
net assets · Ln 32
Cash and savingsLn 1–2$298K
Total assetsLn 16$353K
LiabilitiesLn 26$288K
PeoplePt VI, VII
13
listed · VII A
PaidVII A2
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$862K
Government grantsLn 1e$28K
Fees for servicesLn 2g$303K
Investment incomeLn 3$1K
Other incomeLn 4–11$13K
Total revenueLn 12$1.2M
Assets in detailPt X, end of year
CashLn 1$298K
Cash and savings togetherLn 1–2$298K
Land, buildings, equipmentLn 10c$16K
Other assetsLn 15$4K
Total assetsLn 16$353K
LiabilitiesLn 26$288K
Net assetsLn 32$64K
OperationsPt I, VI
EmployeesI 55
VolunteersI 617
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$1000K$298K
Land, buildings, equipmentLn 10c$14K$16K
Total assetsLn 16$1.1M$353K
LiabilitiesLn 26$917K$288K
Net assetsLn 32$136K$64K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$380K$380K
Other salaries and wagesLn 7$267K$214K$29K$24K
Other employee benefitsLn 9$32K$26K$4K$3K
Payroll taxesLn 10$21K$17K$2K$2K
Accounting feesLn 11c$22K$18K$2K$2K
Office expensesLn 13$8K$7K$927$759
OccupancyLn 16$53K$43K$6K$5K
Conferences, conventions and meetingsLn 19$218K$218K$160$132
Depreciation, depletion and amortizationLn 22$4K$3K$446$365
InsuranceLn 23$5K$4K$571$468
Other expenses (24a–d)Ln 24$158K$138K$11K$9K
All other expensesLn 24e$82K$79K$2K$2K
Total functional expensesLn 25$1.3M$1.1M$58K$47K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $4.1M$3.1M$937K$1.9M 990 PDF
FY2023 $2.5M$2.0M$444K$1.1M 990 PDF
FY2022 $1.6M$1.7M−$28K$656K 990 PDF
FY2021 $1.4M$747K$619K$684K 990 PDF
FY2020 Viewing $1.2M$1.3M−$72K$64K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $1,179,262 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $555,661$861,952
I-9 Program service revenuePrior year $276,993$303,245
I-10 Investment incomePrior year $2,874$1,143
I-11 Other revenuePrior year $2,464$12,922
I-12 Total revenuePrior year $837,992$1,179,262
I-13 Grants and similar amounts paidPrior year $50,000$380,000
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $415,471$319,983
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $517,026$551,029
I-18 Total expensesPrior year $982,497$1,251,012
I-19 Revenue less expensesPrior year −$144,505−$71,750
Part VI · Governance 11 of 11 board members independent, no flags
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,179,262 across 8 lines filed
VIII-1b Membership dues$384,475
VIII-1e Government grants$27,977
VIII-1f All other contributions, gifts and grants$449,500
VIII-1h Total contributions, gifts and grants$861,952
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $303,245$303,245
VIII-3 Investment incomeExcluded from tax $1,143$1,143
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $12,922$12,922
VIII-12 Total revenueRelated to mission $303,245 · Excluded from tax $14,065$1,179,262
Part IX · Statement of functional expenses $1,251,012 across 12 lines filed
IX-1 Grants to domestic organizationsPrograms $380,000$380,000
IX-7 Other salaries and wagesPrograms $213,606 · Management $29,371 · Fundraising $24,030$267,007
IX-9 Other employee benefitsPrograms $25,781 · Management $3,545 · Fundraising $2,900$32,226
IX-10 Payroll taxesPrograms $16,600 · Management $2,283 · Fundraising $1,867$20,750
IX-11c Accounting feesPrograms $17,838 · Management $2,453 · Fundraising $2,007$22,298
IX-13 Office expensesPrograms $6,743 · Management $927 · Fundraising $759$8,429
IX-16 OccupancyPrograms $42,610 · Management $5,859 · Fundraising $4,793$53,262
IX-19 Conferences, conventions and meetingsPrograms $217,764 · Management $160 · Fundraising $132$218,056
IX-22 Depreciation, depletion and amortizationPrograms $3,243 · Management $446 · Fundraising $365$4,054
IX-23 InsurancePrograms $4,155 · Management $571 · Fundraising $468$5,194
IX-24 Other expenses (24a–d)Programs $138,486 · Management $10,544 · Fundraising $8,626$157,656
IX-24e All other expensesPrograms $78,699 · Management $1,860 · Fundraising $1,521$82,080
IX-25 Total functional expensesPrograms $1,145,525 · Management $58,019 · Fundraising $47,468$1,251,012
Part X · Balance sheet $352,846 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $999,500$297,802
X-9 Prepaid expenses and deferred chargesStart of year $35,449$35,500
X-10c Land, buildings and equipment, netStart of year $13,704$15,828
X-15 Other assetsStart of year $4,104$3,716
X-16 Total assetsStart of year $1,053,457$352,846
X-17 Accounts payable and accrued expensesStart of year $12,782$13,791
X-19 Deferred revenueStart of year $887,580$254,471
X-25 Other liabilitiesStart of year $16,928$20,167
X-26 Total liabilitiesStart of year $917,290$288,429
X-27 Net assets without donor restrictionsStart of year $71,521−$26,048
X-28 Net assets with donor restrictionsStart of year $64,646$90,465
X-32 Total net assets or fund balancesStart of year $136,167$64,417
X-33 Total liabilities and net assetsStart of year $1,053,457$352,846
Part XI · Reconciliation of net assets $64,417 net assets at year end
XI-1 Total revenue$1,179,262
XI-2 Total expenses$1,251,012
XI-3 Revenue less expenses−$71,750
XI-4 Net assets at start of year$136,167
XI-10 Net assets at end of year$64,417

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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