Civic Intelligence

Rochester Firefighters Benevolent Assoc Trust Fund C/O Wells Fargo #XXX-XX-XXXX

990 • Fiscal year 2013 • EIN 16-6446778

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 18, 2014

160 Linden Oaks Drive14625

(585) 389-6153

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2013 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

25th percentile

0.00x

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

2013 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2013

Net Margin

83rd percentile

37%

Higher net margin than 83% of similar nonprofits.

2013 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

61st percentile

$11,962

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2013 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2013

Asset Growth

48th percentile

3.7%

Faster asset growth than 48% of similar nonprofits.

2013 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

61st percentile

7.6%

Faster revenue growth than 61% of similar nonprofits.

2013 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2011 to 2013

Assets

Up

$4,873,657

Up $174,509 (+3.7%) from 2012

Net Assets

Up

$4,873,657

Up $174,509 (+3.7%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$469,905

No earlier filing loaded for comparison.

Expenses

Down

$295,396

Down $64,689 (-18%) from 2012

Net Income

$174,509

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $4,413,573Liabilities 2010: $0Net Assets 2010: $4,413,5732010Assets 2011: $4,518,379Liabilities 2011: $0Net Assets 2011: $4,518,3792011Assets 2012: $4,699,148Liabilities 2012: $0Net Assets 2012: $4,699,1482012Assets 2013: $4,873,657Liabilities 2013: $0Net Assets 2013: $4,873,6572013Assets 2014: $5,135,848Liabilities 2014: $0Net Assets 2014: $5,135,8482014Assets 2015: $5,152,400Liabilities 2015: $0Net Assets 2015: $5,152,4002015Assets 2016: $5,022,129Liabilities 2016: $0Net Assets 2016: $5,022,1292016Assets 2017: $5,282,136Liabilities 2017: $0Net Assets 2017: $5,282,1362017Assets 2018: $5,467,901Liabilities 2018: $0Net Assets 2018: $5,467,9012018Assets 2019: $5,485,529Liabilities 2019: $0Net Assets 2019: $5,485,5292019Assets 2020: $5,054,142Liabilities 2020: $0Net Assets 2020: $5,054,1422020Assets 2021: $5,161,254Liabilities 2021: $0Net Assets 2021: $5,161,2542021Assets 2022: $5,533,517Liabilities 2022: $17,500Net Assets 2022: $5,516,0172022Assets 2023: $6,056,976Liabilities 2023: $17,500Net Assets 2023: $6,039,4762023Assets 2024: $6,359,606Liabilities 2024: $0Net Assets 2024: $6,359,6062024

Highlighted filing

2013

Assets$4,873,657
Liabilities$0
Net Assets$4,873,657

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $258,1102010Revenue 2011: $405,915Expenses 2011: $301,109Net Income 2011: $104,8062011Expenses 2012: $360,0852012Revenue 2013: $469,905Expenses 2013: $295,396Net Income 2013: $174,5092013Revenue 2014: $508,625Expenses 2014: $246,434Net Income 2014: $262,1912014Revenue 2015: $262,832Expenses 2015: $246,280Net Income 2015: $16,5522015Revenue 2016: $211,200Expenses 2016: $341,471Net Income 2016: -$130,2712016Revenue 2017: $522,177Expenses 2017: $262,170Net Income 2017: $260,0072017Revenue 2018: $566,373Expenses 2018: $380,608Net Income 2018: $185,7652018Revenue 2019: $335,398Expenses 2019: $317,770Net Income 2019: $17,6282019Revenue 2020: -$123,781Expenses 2020: $307,606Net Income 2020: -$431,3872020Revenue 2021: $412,319Expenses 2021: $297,126Net Income 2021: $115,1932021Revenue 2022: $516,114Expenses 2022: $244,735Net Income 2022: $271,3792022Revenue 2023: $217,545Expenses 2023: $254,974Net Income 2023: -$37,4292023Revenue 2024: $199,369Expenses 2024: $325,210Net Income 2024: -$125,8412024

Highlighted filing

2013

Revenue$469,905
Expenses$295,396
Net Income$174,509
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 18, 2014
Return Version
2013v3.0
Gross Receipts
$8,426,429
Mission and Program Overview

Mission

NONE

WELFARE BENEFITS

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,699,148$4,873,657▲ $174,509
Cap Stk Tr Prin Current Funds$4,131,945$4,131,945→ $0
Rtn Earn Endowment Incm Other Fnds$567,203$741,712▲ $174,509
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$4,699,148$4,873,657▲ $174,509
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,699,148$4,873,657▲ $174,509
Total Liabilities and Net Assets / Fund Balance$4,699,148$4,873,657▲ $174,509
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Wells Fargo Bank Minnesota NaTrusteePT$11,962$11,962

Board Members and Trustees

NameTitle
Will JacksonPresident
Matthew MurphyVice President
Fred DenunzioAssistant Treasurer
Patrick AgostinelliSecretary
Jeffrey GriggsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$469,442
Other Revenue
$463
Change in Net Assets
$174,509

Audited Revenue Reconciliation

Revenue per Audited Statements
$469,905
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$469,905
Total Revenue per Form 990
$469,905
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$78,438
Salaries, Compensation, and Employee Benefits$11,962
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$204,996
Fees for Service Investment Mgmnt Fees---$42,237
Fees for Services Other---$20,604
Fees for Services Accounting---$12,570
Current Officers, Directors, Trustees, and Key Employees---$11,962
Fees for Services Legal---$3,027
Total Functional Expenses$0$0$0$295,396

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$295,396
Total Expenses per Audited Statements$295,396
Total Expenses per Form 990$295,396
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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

Copy of form 990 is reviewed by appropriate directors prior to filing, no formal procedure.

Form 990, Part VI, Section C, Line 19

UPON REQUEST

Filing and Contact Details

Filer

EIN
16-6446778
Phone
5853896153

Signing Officer

Name
Wells Fargo Bank Minnesota Na
Title
Trustee
Phone
5853896153
Signed
2014-08-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Will Jackson
Formed
1996
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Preparer
Michael C Smith
Phone
5852256470
Raw XML Appendix310 raw XML fields

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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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0ROCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode014618
ReturnHeader/PreparerPersonGrp/PhoneNum05852256470
ReturnHeader/PreparerPersonGrp/PreparationDt02014-08-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL C SMITH
ReturnHeader/ReturnTs02014-11-05T09:58:54-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.36$0.00$6.36$0.20$0.33$0.13
2023Detailed filing. Detailed filing data is available for this year.$6.06$0.02$6.04$0.22$0.25$0.04
2022Detailed filing. Detailed filing data is available for this year.$5.53$0.02$5.52$0.52$0.24$0.27
2021Detailed filing. Detailed filing data is available for this year.$5.16$0.00$5.16$0.41$0.30$0.12
2020Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$0.12$0.31$0.43
2019Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.49$0.34$0.32$0.02
2018Detailed filing. Detailed filing data is available for this year.$5.47$0.00$5.47$0.57$0.38$0.19
2017Detailed filing. Detailed filing data is available for this year.$5.28$0.00$5.28$0.52$0.26$0.26
2016Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$0.21$0.34$0.13
2015Detailed filing. Detailed filing data is available for this year.$5.15$0.00$5.15$0.26$0.25$0.02
2014Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$0.51$0.25$0.26
2013Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$0.47$0.30$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.70$0.00$4.70$0.36
2011Summary only. Only limited summary data is available for this year.$4.52$0.00$4.52$0.41$0.30$0.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.41$0.00$4.41$0.26