Civic Intelligence

Carlton Fire Relief Assoc

990EZ • Fiscal year 2015 • EIN 41-1569101

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 26, 2016

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.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

57th percentile

0.00x

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

98th percentile

78%

Higher net margin than 98% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

72nd percentile

12%

Faster asset growth than 72% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2012 to 2015

Revenue Growth

74th percentile

14%

Faster revenue growth than 74% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2012 to 2015

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$376,989

Up $110,288 (+41%) from 2012

Net Assets

$376,989

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin98th percentile

Revenue

Up

$55,979

Up $17,828 (+47%) from 2012

Expenses

Up

$12,553

Up $1,152 (+10%) from 2012

Net Income

Up

$43,426

Up $16,676 (+62%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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

2015

Assets$376,989
Liabilities$0
Net Assets$376,989
Open 2015 Filing

Operations Trend

Revenue Growth74th 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

2015

Revenue$55,979
Expenses$12,553
Net Income$43,426
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 26, 2016
Return Version
2015v2.1
Gross Receipts
$59,558
Mission and Program Overview

Mission

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
2016-04-26
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: 1,660.”

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

“Description: conventions and meetings. Amount: 2,664. Description: investment management fees. Amount: 426. Description: supplies. Amount: 5,588. Description: garbage services. Amount: 1,830. Description: memorials. Amount: 382. Description: donations. Amount: 663. Total to form 990-ez, line 16: 11,553.”

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

“Description: unrealized loss on investments. Amount: -1,395.”

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

“Description: accounts receivable. Beg. Of year amount: 23,354. End of year amount: 0.”

Raw XML Appendix142 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/BOYAmt0311604
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0376989
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt052289
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt043426
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01000
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0334958
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0376989
IRS990EZ/FundraisingGrossIncomeAmt05609
IRS990EZ/GrossReceiptsAmt059558
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt01660
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0334958
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0376989
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0334958
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0376989
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
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/BOYAmt023354
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-1395
IRS990EZ/OtherExpensesTotalAmt011553
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/SpecialEventsDirectExpensesAmt03579
IRS990EZ/SpecialEventsNetIncomeLossAmt02030
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt012553
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt055979
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: 1,660.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CONVENTIONS AND MEETINGS. AMOUNT: 2,664. DESCRIPTION: INVESTMENT MANAGEMENT FEES. AMOUNT: 426. DESCRIPTION: SUPPLIES. AMOUNT: 5,588. DESCRIPTION: GARBAGE SERVICES. AMOUNT: 1,830. DESCRIPTION: MEMORIALS. AMOUNT: 382. DESCRIPTION: DONATIONS. AMOUNT: 663. TOTAL TO FORM 990-EZ, LINE 16: 11,553.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED LOSS ON INVESTMENTS. AMOUNT: -1,395.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 23,354. END OF YEAR AMOUNT: 0.
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/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DEREK WOLF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02183844158
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-26
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/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/PreparationDt02016-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBORAH MEDLIN
ReturnHeader/ReturnTs02016-04-28T10:34:53-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$376,989
Liabilities
$0
Net assets
$376,989
Revenue
$55,979
Expenses
$12,553
Net income
$43,426
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
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.43$0.00$0.43$0.04$0.01$0.03
2015Detailed filing. Detailed filing data is available for this year.$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