Civic Intelligence

San Diego Firefighters Benevolent Fund

990 • Fiscal year 2018 • EIN 33-6091348

Aug 01, 2017 to Jul 31, 2018 • Filed on Mar 07, 2019

10509 San Diego Mission RoadSan Diego, CA 92108

(760) 729-0554

Siviq Scores

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

Liabilities / Assets

70th percentile

0.16x

Higher debt load relative to assets than 70% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

82nd percentile

0.36x

Higher debt load relative to revenue than 82% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

93rd percentile

55%

Higher net margin than 93% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

84th percentile

31%

Faster asset growth than 84% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

95th percentile

151%

Faster revenue growth than 95% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Up

$520,882

Up $122,342 (+31%) from 2017

Net Assets

Up

$438,649

Up $130,601 (+42%) from 2017

Liabilities

Down

$82,233

Down $8,259 (-9.1%) from 2017

Revenue

Up

$229,975

Up $138,495 (+151%) from 2017

Expenses

Up

$103,992

Up $31,420 (+43%) from 2017

Net Income

Up

$125,983

Up $107,075 (+566%) from 2017

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2013: $316,160Liabilities 2013: $0Net Assets 2013: $316,1602013Assets 2014: $351,364Net Assets 2014: $351,3642014Assets 2015: $308,069Liabilities 2015: $0Net Assets 2015: $308,0692015Assets 2016: $279,310Liabilities 2016: $0Net Assets 2016: $279,3102016Assets 2017: $398,540Liabilities 2017: $90,492Net Assets 2017: $308,0482017Assets 2018: $520,882Liabilities 2018: $82,233Net Assets 2018: $438,6492018Assets 2019: $644,185Liabilities 2019: $154,387Net Assets 2019: $489,7982019Assets 2020: $728,136Liabilities 2020: $14,962Net Assets 2020: $713,1742020Assets 2021: $797,074Liabilities 2021: $3,634Net Assets 2021: $793,4402021Assets 2022: $720,964Liabilities 2022: $21,876Net Assets 2022: $699,0882022Assets 2023: $753,522Liabilities 2023: $11,221Net Assets 2023: $742,3012023Assets 2024: $705,127Liabilities 2024: $36,180Net Assets 2024: $668,9472024

Highlighted filing

2018

Assets$520,882
Liabilities$82,233
Net Assets$438,649

Operations Trend

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

$400K$200K$0-$200KExpenses 2013: $61,5342013Revenue 2014: $89,014Expenses 2014: $42,758Net Income 2014: $46,2562014Revenue 2015: $71,478Expenses 2015: $117,781Net Income 2015: -$46,3032015Revenue 2016: $140,087Expenses 2016: $135,376Net Income 2016: $4,7112016Revenue 2017: $91,480Expenses 2017: $72,572Net Income 2017: $18,9082017Revenue 2018: $229,975Expenses 2018: $103,992Net Income 2018: $125,9832018Revenue 2019: $165,747Expenses 2019: $115,272Net Income 2019: $50,4752019Revenue 2020: $143,958Expenses 2020: $137,568Net Income 2020: $6,3902020Revenue 2021: $249,098Expenses 2021: $176,397Net Income 2021: $72,7012021Revenue 2022: $195,262Expenses 2022: $264,315Net Income 2022: -$69,0532022Revenue 2023: $240,258Expenses 2023: $210,420Net Income 2023: $29,8382023Revenue 2024: $308,281Expenses 2024: $384,699Net Income 2024: -$76,4182024

Highlighted filing

2018

Revenue$229,975
Expenses$103,992
Net Income$125,983
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Mar 7, 2019
Return Version
2017v2.2
Gross Receipts
$407,618
Mission and Program Overview

Mission

Provide charitable relief, scholarship grants and other financial assistance to widows, orphans and distressed firefighters, their spouses and dependent children.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$233,272$342,647▲ $109,375
Investments in Publicly Traded Securities$106,255$108,860▲ $2,605
Prepaid Expenses and Deferred Charges$50,634$60,996▲ $10,362
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$398,540$520,882▲ $122,342
Other Assets Total$8,379$8,379→ $0
Liabilities
Other Liabilities$88,242$82,233▼ $6,009
Accounts Payable and Accrued Expenses$2,250--
Total Liabilities$90,492$82,233▼ $8,259
Net Assets / Fund Balance
Unrestricted Net Assets$307,048$437,649▲ $130,601
Temporarily Rstr Net Assets$1,000$1,000→ $0
Total Net Assets Fund Balance$308,048$438,649▲ $130,601
Total Liabilities and Net Assets / Fund Balance$398,540$520,882▲ $122,342
Compensation and Service Providers

Board Members and Trustees

NameTitle
Robert BunsoldPresident
Kurtis W BennettVice President
Arnell GarciaDirector
Kelly DoanDirector
Kevin PendletonDirector
Robert AllenDirector
George DuardoFormer Director
Sean HibbsFormer Director
Brandt TruverTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$49,990
Program Service Revenue
$0
Investment Income
$22,546
Other Revenue
$157,439
All Other Contributions
$49,990
Change in Net Assets
$125,983
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$36,538
Total Fundraising Expense$23,452
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$67,454--$67,454
Advertising--$23,452$23,452
Fees for Services Legal-$7,267-$7,267
Fees for Service Investment Mgmnt Fees-$1,858-$1,858
Fees for Services Accounting-$750-$750
Other Expenses$600$68-$68
Total Functional Expenses$69,397$11,143$23,452$103,992
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$335,082
Fundraising Direct Expenses$177,643
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Stair Climb$335,082$335,082$177,643$157,439
Total Events$335,082$335,082$177,643$157,439
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unearned Revenue$82,233
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings

There are no formal committees with authority to act on behalf of the governing body.

Form 990, Part VI, Line 11B: Form 990 Review Process

Designated board members review form 990 with cpa preparer prior to filing.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Each board member that serves on the governing board is required to complete a written conflict of interest policy form annually.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Any person that requests copies of the organization's governing documents will be provided the doucumnets in a timely manner.

Filing and Contact Details

Filer

Filer Name
Firefighteraid
EIN
33-6091348
Phone
7607290554
Address
10509 SAN DIEGO MISSION ROAD, SAN DIEGO, CA 92108

Signing Officer

Name
Brandt Truver
Title
President
Signed
2019-03-07
Discuss with paid preparer
Yes

Organization Details

Formed
2006
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
150

Preparer

Firm
Filipovitch & Co
Address
5800 ARMADA DRIVE SUITE 290, CARLSBAD, CA 92008-4611
Preparer
Catherine L Nielsen
Phone
7606028200
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

Reallocation of fund balances = $22696

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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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IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt038773
IRS990/PYContributionsGrantsAmt058669
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt05807
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt033799
IRS990/PYOtherRevenueAmt027004
IRS990/PYRevenuesLessExpensesAmt018908
IRS990/PYTotalExpensesAmt072572
IRS990/PYTotalRevenueAmt091480
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IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0125983
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt049990
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt058669
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt088157
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt031967
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt083393
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0312176
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt04701
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05959
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04674
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt04375
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04611
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt024320
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0157439
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt027004
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt047914
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt034781
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0980
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0268118
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.51630
IRS990ScheduleA/PublicSupportPY170Pct00.72620
IRS990ScheduleA/PublicSupportTotal170Amt0312176
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt049990
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt058669
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt088157
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt031967
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt083393
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0312176
IRS990ScheduleA/TotalSupportAmt0604614
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt082233
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0UNEARNED REVENUE
IRS990ScheduleD/TotalLiabilityAmt082233
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0177643
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0STAIR CLIMB
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0335082
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0335082
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0335082
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0335082
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0157439
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0177643
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0177643
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO FORMAL COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESIGNATED BOARD MEMBERS REVIEW FORM 990 WITH CPA PREPARER PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH BOARD MEMBER THAT SERVES ON THE GOVERNING BOARD IS REQUIRED TO COMPLETE A WRITTEN CONFLICT OF INTEREST POLICY FORM ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANY PERSON THAT REQUESTS COPIES OF THE ORGANIZATION'S GOVERNING DOCUMENTS WILL BE PROVIDED THE DOUCUMNETS IN A TIMELY MANNER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4REALLOCATION OF FUND BALANCES = $22696
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Changes In Net Assets Or Fund Balances - Other Increases
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0SAN DIEGO FIREMANS RELIEF ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SAN DIEGO FIREMANS RELIEF ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1FIRE FAMILY SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0956050121
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1821124932
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(4)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ASSIST FIREFIGHTERS & FAMILIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1ASSIST FIREFIGHTERS & FAMILIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt010509 SAN DIEGO MISSION ROAD STE F
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt110509 SAN DIEGO MISSION ROAD STE F
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAN DIEGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1SAN DIEGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd092108
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd192108
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0true
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false

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