Civic Intelligence

Rockford Firefighter Relief Association

990 • Fiscal year 2016 • EIN 36-4167872

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 09, 2017

204 S 1st StreetRockford, IL 61104

(815) 997-4473

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

38th percentile

0.00x

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

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Net Margin

12th percentile

-33%

Higher net margin than 12% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

57th percentile

$975

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Asset Growth

54th percentile

4.7%

Faster asset growth than 54% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

76th percentile

14%

Faster revenue growth than 76% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$1,951,036

Up $86,702 (+4.7%) from 2015

Net Assets

Up

$1,951,036

Up $86,702 (+4.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$112,576

Up $13,877 (+14%) from 2015

Expenses

Up

$149,359

Up $12,333 (+9.0%) from 2015

Net Income

Up

-$36,783

Up $1,544 (+4.0%) from 2015

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,995,894Liabilities 2010: $0Net Assets 2010: $1,995,8942010Assets 2011: $1,773,687Liabilities 2011: $0Net Assets 2011: $1,773,6872011Assets 2012: $1,819,296Liabilities 2012: $0Net Assets 2012: $1,819,2962012Assets 2013: $2,050,743Liabilities 2013: $0Net Assets 2013: $2,050,7432013Assets 2014: $2,002,040Liabilities 2014: $0Net Assets 2014: $2,002,0402014Assets 2015: $1,864,334Liabilities 2015: $0Net Assets 2015: $1,864,3342015Assets 2016: $1,951,036Liabilities 2016: $0Net Assets 2016: $1,951,0362016Assets 2017: $2,081,637Liabilities 2017: $0Net Assets 2017: $2,081,6372017Assets 2018: $1,804,896Liabilities 2018: $0Net Assets 2018: $1,804,8962018Assets 2019: $1,994,694Liabilities 2019: $0Net Assets 2019: $1,994,6942019Assets 2020: $2,014,842Liabilities 2020: $0Net Assets 2020: $2,014,8422020Assets 2021: $2,198,227Liabilities 2021: $0Net Assets 2021: $2,198,2272021Assets 2022: $1,878,376Liabilities 2022: $0Net Assets 2022: $1,878,3762022Assets 2023: $1,965,853Liabilities 2023: $0Net Assets 2023: $1,965,8532023Assets 2024: $2,024,068Liabilities 2024: $0Net Assets 2024: $2,024,0682024

Highlighted filing

2016

Assets$1,951,036
Liabilities$0
Net Assets$1,951,036

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $239,3142010Expenses 2011: $214,4492011Expenses 2012: $233,3402012Revenue 2013: $208,637Expenses 2013: $153,060Net Income 2013: $55,5772013Revenue 2014: $580,397Expenses 2014: $166,605Net Income 2014: $413,7922014Revenue 2015: $98,699Expenses 2015: $137,026Net Income 2015: -$38,3272015Revenue 2016: $112,576Expenses 2016: $149,359Net Income 2016: -$36,7832016Revenue 2017: $186,651Expenses 2017: $186,041Net Income 2017: $6102017Revenue 2018: $135,583Expenses 2018: $169,883Net Income 2018: -$34,3002018Revenue 2019: $77,007Expenses 2019: $169,535Net Income 2019: -$92,5282019Revenue 2020: $100,104Expenses 2020: $188,906Net Income 2020: -$88,8022020Revenue 2021: $173,219Expenses 2021: $161,785Net Income 2021: $11,4342021Revenue 2022: $76,064Expenses 2022: $158,934Net Income 2022: -$82,8702022Revenue 2023: $98,156Expenses 2023: $184,854Net Income 2023: -$86,6982023Revenue 2024: $161,091Expenses 2024: $188,725Net Income 2024: -$27,6342024

Highlighted filing

2016

Revenue$112,576
Expenses$149,359
Net Income-$36,783
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 9, 2017
Return Version
2016v3.0
Gross Receipts
$699,961
Mission and Program Overview

Mission

TO PROVIDE HEALTH AND DEATH BENEFITS TO MEMBERS OF THIS ORGANIZATiON.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,823,266$1,920,167▲ $96,901
Cap Stk Tr Prin Current Funds$2,002,040$1,864,334▼ $137,706
Rtn Earn Endowment Incm Other Fnds$-137,706$86,702▲ $224,408
Cash and Non-Interest-Bearing Accounts$22,787$20,104▼ $2,683
Savings and Temporary Cash Investments$18,143$10,765▼ $7,378
Accounts Receivable$138$0▼ $138
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$1,864,334$1,951,036▲ $86,702
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,864,334$1,951,036▲ $86,702
Total Liabilities and Net Assets / Fund Balance$1,864,334$1,951,036▲ $86,702
Compensation and Service Providers

Employees

NameTitleBaseTotal
James GrahamTreasurer$975$975
Alan GranitesEcretary$925$925
Robert LehewPresident$450$450
William BeamanDirector$325$325
Denny O'BrienDirector$300$300
John deliaDirector$300$300
Jeffrey PoshkaDirector$225$225
Brian GuthrieDirector$75$75
Revenue and Support

Revenue Composition

Contributions and Grants
$642
Program Service Revenue
$46,418
Investment Income
$65,013
Other Revenue
$503
All Other Contributions
$642
Change in Net Assets
$-36,783
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$24,579
Salaries, Compensation, and Employee Benefits$3,575
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$121,205
Fees for Service Investment Mgmnt Fees---$14,293
Fees for Services Other---$4,200
Occupancy---$4,015
Current Officers, Directors, Trustees, and Key Employees---$3,575
Fees for Services Accounting---$1,190
Office Expenses---$763
Fees for Services Legal---$108
Other Expenses---$10
Total Functional Expenses$0$0$0$149,359
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 A, line 8B

Governing documents disclosure explanation - organization does not have committees.

Form 990, Part VI, Section B, line 11B

oRGANIZATION'S PROCESS USED TO REVIEW FORM 990 - BOARD OF DIRECTORS CONSULTS WITH ACCOUNTING FIRM AND THEN AS A BOARD THE form 990 IS REVIEWED.

Form 990, Part VI, Section C, line 19

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Rockford Firefighter Relief Association
EIN
36-4167872
Phone
8159974473
Address
204 S 1st Street, Rockford, IL 61104

Signing Officer

Name
James Graham
Title
Treasurer
Phone
8159875661
Signed
2017-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Graham
Formed
1997
Legal Domicile
Il
Voting Board Members
8
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Sikich LLP
Address
13400 Bishops Lane Suite 300, Brookfield, WI 53005
Preparer
Jill M Boyle CPA
Phone
2627549400
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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/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0204 South 1st St
IRS990/USAddress/CityNm0Rockford
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd061104
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/a
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0James Graham
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08159875661
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rockford Firefighter Relief Association
ReturnHeader/Filer/BusinessNameControlTxt0ROCK
ReturnHeader/Filer/EIN0364167872
ReturnHeader/Filer/PhoneNum08159974473
ReturnHeader/Filer/USAddress/AddressLine1Txt0204 S 1st Street
ReturnHeader/Filer/USAddress/CityNm0Rockford
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061104
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FA58E0144E94CA60EC906742ED58ECBB1C1E0572
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId082B7298E8E61B4AD9240D4C2F3619A9A598F4897
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.155.240.66
ReturnHeader/FilingSecurityInformation/IPDt02017-11-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm017:35:24
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363168081
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sikich LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013400 Bishops Lane Suite 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Brookfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053005
ReturnHeader/PreparerPersonGrp/PhoneNum02627549400
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JILL M BOYLE CPA
ReturnHeader/ReturnTs02017-11-10T11:13:45-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.16$0.19$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.10$0.18$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.08$0.16$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.17$0.16$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.10$0.19$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.08$0.17$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.14$0.17$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.19$0.19$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.11$0.15$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.10$0.14$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.58$0.17$0.41
2013Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.21$0.15$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.82$0.00$1.82$0.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.77$0.00$1.77$0.21
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.00$0.00$2.00$0.24
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)9 • $1M-$5M nonprofits