Civic Intelligence

Carlton Fire Relief Assoc

990EZ • Fiscal year 2016 • EIN 41-1569101

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 01, 2017

Organization ProfileN/A
100 4th Street North PO Box 336Carlton, MN 55718

(218) 384-4158

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

0.00x

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

97th percentile

67%

Higher net margin than 97% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

74th percentile

14%

Faster asset growth than 74% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

15th percentile

-26%

Faster revenue growth than 15% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$429,524

Up $52,535 (+14%) from 2015

Net Assets

Up

$429,524

Up $52,535 (+14%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin97th percentile

Revenue

Down

$41,571

Down $14,408 (-26%) from 2015

Expenses

Up

$13,725

Up $1,172 (+9.3%) from 2015

Net Income

Down

$27,846

Down $15,580 (-36%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $188,118Liabilities 2010: $0Net Assets 2010: $188,1182010Assets 2012: $266,701Liabilities 2012: $02012Assets 2015: $376,989Liabilities 2015: $0Net Assets 2015: $376,9892015Assets 2016: $429,524Liabilities 2016: $0Net Assets 2016: $429,5242016Assets 2017: $517,028Liabilities 2017: $0Net Assets 2017: $517,0282017Assets 2018: $537,519Liabilities 2018: $0Net Assets 2018: $537,5192018Assets 2019: $652,245Liabilities 2019: $0Net Assets 2019: $652,2452019Assets 2020: $769,216Liabilities 2020: $0Net Assets 2020: $769,2162020Assets 2021: $876,637Liabilities 2021: $0Net Assets 2021: $876,6372021Assets 2022: $776,984Liabilities 2022: $1,215Net Assets 2022: $775,7692022Assets 2023: $937,587Liabilities 2023: $1,350Net Assets 2023: $936,2372023Assets 2024: $1,094,959Liabilities 2024: $0Net Assets 2024: $1,094,9592024

Highlighted filing

2016

Assets$429,524
Liabilities$0
Net Assets$429,524
Open 2016 Filing

Operations Trend

Revenue Growth15th percentile

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

$100K$50K$0-$50KRevenue 2010: $34,361Expenses 2010: $57,351Net Income 2010: -$22,9902010Revenue 2012: $38,151Expenses 2012: $11,401Net Income 2012: $26,7502012Revenue 2015: $55,979Expenses 2015: $12,553Net Income 2015: $43,4262015Revenue 2016: $41,571Expenses 2016: $13,725Net Income 2016: $27,8462016Revenue 2017: $47,467Expenses 2017: $9,272Net Income 2017: $38,1952017Revenue 2018: $44,459Expenses 2018: $9,125Net Income 2018: $35,3342018Revenue 2019: $48,324Expenses 2019: $16,963Net Income 2019: $31,3612019Revenue 2020: $56,395Expenses 2020: $17,915Net Income 2020: $38,4802020Revenue 2021: $58,122Expenses 2021: $33,949Net Income 2021: $24,1732021Revenue 2022: $49,254Expenses 2022: $21,444Net Income 2022: $27,8102022Revenue 2023: $48,018Expenses 2023: $18,203Net Income 2023: $29,8152023Revenue 2024: $91,984Expenses 2024: $19,258Net Income 2024: $72,7262024

Highlighted filing

2016

Revenue$41,571
Expenses$13,725
Net Income$27,846
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 1, 2017
Return Version
2016v3.0
Gross Receipts
$44,454
Mission and Program Overview

Mission

Special pension trust fund to provide retirement, dependency, and disability annuity payments for the members.

To provide retirement, dependency, and disability annuity payments for volunteer firefighters.

Program Services

DescriptionGrantsExpenses
RETIREMENT, DEPENDENCY, AND DISABILITY ANNUITY PAYMENTS FOR VOLUNTEER FIREFIGHTERS$0$0
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NICK SCHATZPresident-$0--
LEE SCHELONKAVice President-$0--
ERIK BERGSEDTSecretary-$0--
DEREK WOLFTreasurer-$0--
BRIAN SCHUBITZKETrustee-$0--
STEVE SCHMIDTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Carlton Fire Relief Assoc
EIN
41-1569101
Phone
2183844158
Address
100 4TH STREET NORTH PO BOX 336, CARLTON, MN 55718

Signing Officer

Name
Derek Wolf
Title
Treasurer
Phone
2183844158
Signed
2017-03-01
Discuss with paid preparer
Yes

Preparer

Firm
Wipfli LLP
Address
1502 London Road Suite 200, Duluth, MN 55812
Preparer
Deborah Medlin
Phone
2187224705
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

“Description: INTEREST & DIVIDENDS. Amount: 518.”

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: CONVENTIONS AND MEETINGS. Amount: 2,693. Description: INVESTMENT MANAGEMENT FEES. Amount: 714. Description: SUPPLIES. Amount: 6,842. Description: GARBAGE SERVICES. Amount: 1,840. Description: DONATIONS. Amount: 636. Total to Form 990-EZ, line 16: 12,725.”

Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets

“Description: UNREALIZED GAIN ON INVESTMENTS. Amount: 24,689.”

Form 990-EZ, Part II, Line 24 - Other Assets

“Description: ACCOUNTS RECEIVABLE. Beg. of Year Amount: 0. End of Year Amount: 1,000.”

Raw XML Appendix149 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0The Organization
IRS990EZ/BooksInCareOfDetail/PhoneNum02183844158
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 4TH STREET NORTH PO BOX 336
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARLTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055718
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0376989
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0428524
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt037429
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt027846
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01000
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0376989
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0429524
IRS990EZ/FundraisingGrossIncomeAmt06507
IRS990EZ/GrossReceiptsAmt044454
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0518
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0376989
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0429524
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0376989
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0429524
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NICK SCHATZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LEE SCHELONKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ERIK BERGSEDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DEREK WOLF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BRIAN SCHUBITZKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5STEVE SCHMIDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01000
IRS990EZ/OtherChangesInNetAssetsAmt024689
IRS990EZ/OtherExpensesTotalAmt012725
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE RETIREMENT, DEPENDENCY, AND DISABILITY ANNUITY PAYMENTS FOR VOLUNTEER FIREFIGHTERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RETIREMENT, DEPENDENCY, AND DISABILITY ANNUITY PAYMENTS FOR VOLUNTEER FIREFIGHTERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SpecialEventsDirectExpensesAmt02883
IRS990EZ/SpecialEventsNetIncomeLossAmt03624
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt013725
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt041571
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: INTEREST & DIVIDENDS. Amount: 518.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: CONVENTIONS AND MEETINGS. Amount: 2,693. Description: INVESTMENT MANAGEMENT FEES. Amount: 714. Description: SUPPLIES. Amount: 6,842. Description: GARBAGE SERVICES. Amount: 1,840. Description: DONATIONS. Amount: 636. Total to Form 990-EZ, line 16: 12,725.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: UNREALIZED GAIN ON INVESTMENTS. Amount: 24,689.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: ACCOUNTS RECEIVABLE. Beg. of Year Amount: 0. End of Year Amount: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 24 - Other Assets
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DEREK WOLF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02183844158
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARLTON FIRE RELIEF ASSOC
ReturnHeader/Filer/BusinessNameControlTxt0CARL
ReturnHeader/Filer/EIN0411569101
ReturnHeader/Filer/PhoneNum02183844158
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 4TH STREET NORTH PO BOX 336
ReturnHeader/Filer/USAddress/CityNm0CARLTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055718
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AD09AC63139321B3FD3DE7C115A9F3C08AC4C8C5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.83.221.74
ReturnHeader/FilingSecurityInformation/IPDt02017-03-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm008:19:57
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390758449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wipfli LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01502 London Road Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Duluth
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055812
ReturnHeader/PreparerPersonGrp/PhoneNum02187224705
ReturnHeader/PreparerPersonGrp/PreparationDt02017-03-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBORAH MEDLIN
ReturnHeader/ReturnTs02017-03-13T13:09:10-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$429,524
Liabilities
$0
Net assets
$429,524
Revenue
$41,571
Expenses
$13,725
Net income
$27,846
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.09$0.02$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$0.05$0.02$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.05$0.02$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.06$0.03$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.00$0.77$0.06$0.02$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.00$0.65$0.05$0.02$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.54$0.00$0.54$0.04$0.01$0.04
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.00$0.52$0.05$0.01$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.04$0.01$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.38$0.00$0.38$0.06$0.01$0.04
2012Summary only. Only limited summary data is available for this year.$0.27$0.00$0.04$0.01$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.00$0.19$0.03$0.06$0.02