Civic Intelligence

Monticello Firemens Relief Association

990 • Fiscal year 2016 • EIN 41-6031809

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 30, 2017

303 W 6th StMonticello, MN 55362

(612) 425-6001

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.

2016 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

23rd percentile

0.00x

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

2016 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2016

Net Margin

97th percentile

84%

Higher net margin than 97% of similar nonprofits.

2016 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

59th percentile

$0

Higher top officer pay than 59% of similar nonprofits.

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

2016 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2016

Asset Growth

85th percentile

17%

Faster asset growth than 85% of similar nonprofits.

2016 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

91st percentile

72%

Faster revenue growth than 91% of similar nonprofits.

2016 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$1,204,983

Up $174,354 (+17%) from 2015

Net Assets

Up

$1,204,983

Up $174,354 (+17%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$208,073

Up $87,185 (+72%) from 2015

Expenses

Down

$33,719

Down $110,588 (-77%) from 2015

Net Income

Up

$174,354

Up $197,773 (+844%) from 2015

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,140,399Liabilities 2010: $0Net Assets 2010: $1,140,3992010Assets 2011: $1,131,710Liabilities 2011: $0Net Assets 2011: $1,131,7102011Assets 2012: $1,057,850Liabilities 2012: $7,735Net Assets 2012: $1,050,1152012Assets 2013: $1,121,844Liabilities 2013: $0Net Assets 2013: $1,121,8442013Assets 2014: $1,054,048Liabilities 2014: $0Net Assets 2014: $1,054,0482014Assets 2015: $1,030,629Liabilities 2015: $0Net Assets 2015: $1,030,6292015Assets 2016: $1,204,983Liabilities 2016: $0Net Assets 2016: $1,204,9832016Assets 2017: $1,302,156Liabilities 2017: $0Net Assets 2017: $1,302,1562017Assets 2018: $1,262,288Liabilities 2018: $0Net Assets 2018: $1,262,2882018Assets 2019: $1,221,444Liabilities 2019: $0Net Assets 2019: $1,221,4442019Assets 2020: $1,496,283Liabilities 2020: $0Net Assets 2020: $1,496,2832020Assets 2021: $1,735,780Liabilities 2021: $0Net Assets 2021: $1,735,7802021Assets 2022: $1,469,791Liabilities 2022: $0Net Assets 2022: $1,469,7912022Assets 2023: $1,569,280Liabilities 2023: $0Net Assets 2023: $1,569,2802023

Highlighted filing

2016

Assets$1,204,983
Liabilities$0
Net Assets$1,204,983

Operations Trend

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

$400K$200K$0-$200KExpenses 2010: $60,8592010Expenses 2011: $93,9502011Expenses 2012: $278,2562012Revenue 2013: $246,318Expenses 2013: $174,589Net Income 2013: $71,7292013Revenue 2014: $155,692Expenses 2014: $223,488Net Income 2014: -$67,7962014Revenue 2015: $120,888Expenses 2015: $144,307Net Income 2015: -$23,4192015Revenue 2016: $208,073Expenses 2016: $33,719Net Income 2016: $174,3542016Revenue 2017: $289,280Expenses 2017: $192,107Net Income 2017: $97,1732017Revenue 2018: $102,360Expenses 2018: $142,228Net Income 2018: -$39,8682018Revenue 2019: $329,981Expenses 2019: $370,825Net Income 2019: -$40,8442019Revenue 2020: $171,647Expenses 2020: $16,658Net Income 2020: $154,9892020Revenue 2021: $193,046Expenses 2021: $30,979Net Income 2021: $162,0672021Revenue 2022: $221,735Expenses 2022: $231,902Net Income 2022: -$10,1672022Revenue 2023: $222,205Expenses 2023: $261,598Net Income 2023: -$39,3932023

Highlighted filing

2016

Revenue$208,073
Expenses$33,719
Net Income$174,354
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 30, 2017
Return Version
2016v3.0
Gross Receipts
$214,492
Mission and Program Overview

Mission

Provide retirement relief for its members that provide the governmental services of firefighting for the Monticello Fire Department.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,021,778$1,198,328▲ $176,550
Savings and Temporary Cash Investments$6,851$6,655▼ $196
Accounts Receivable$2,000--
Total Assets$1,030,629$1,204,983▲ $174,354
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,026,460$1,200,706▲ $174,246
Unrestricted Net Assets$4,169$4,277▲ $108
Total Net Assets Fund Balance$1,030,629$1,204,983▲ $174,354
Total Liabilities and Net Assets / Fund Balance$1,030,629$1,204,983▲ $174,354

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$191--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Shawn LeachPresident
Jake OlingerVice President
Steve BalounTrustee
Tom JohnsonTrustee
Brian StumpfEx Officio
JEFF O'NEILLEx Officio
Mike MosseyEx Officio
Brad FyleSecretary
John BauerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$134,351
Program Service Revenue
$0
Investment Income
$21,309
Other Revenue
$52,413
All Other Contributions
$10,695
Change in Net Assets
$174,354
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$16,000
Other Expenses$15,582
Salaries, Compensation, and Employee Benefits$969
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$16,000--$16,000
Fees for Service Investment Mgmnt Fees$8,378--$8,378
Conferences and Meetings$3,757--$3,757
Fees for Services Accounting-$2,575-$2,575
Benefits to Members$1,168--$1,168
Other Salaries and Wages-$969-$969
Insurance-$600-$600
Office Expenses-$43-$43
Other Expenses$175$16-$16
Total Functional Expenses$29,478$4,241$0$33,719
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$15,860
Fundraising Direct Expenses$6,419
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$15,860$15,860$6,419$9,441
Total Events$15,860$15,860$6,419$9,441
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
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The relief association consists of members.

Form 990, Part VI, Section A, Line 7A

The full membership of the association elects 6 board trustees, including the board officers.

Form 990, Part VI, Section A, Line 7B

The full membership of the association must approve bylaw changes. All the decisions involving the organization are ratified by the members.

Form 990, Part VI, Section A, Line 8B

The association doesn't have any committees and the governing body works as a whole.

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

The form 990 is reviewed by the officers prior to signing and filing.

Form 990, Part VI, Section B, Line 12C

The association's board of trustees are required to file certification statements of economic interest each year with the minnesota office of the state auditor.

Form 990, Part VI, Section C, Line 19

All public documents are available to the public upon request. Non public documents are available to the membership upon request.

Filing and Contact Details

Filer

Filer Name
Monticello Firemens Relief Association
EIN
41-6031809
Phone
6124256001
Address
303 W 6TH ST, MONTICELLO, MN 55362

Signing Officer

Name
Shawn Leach
Title
President
Phone
6124256001
Signed
2017-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shawn Leach
Formed
1942
Legal Domicile
Mn
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
26

Preparer

Firm
Johnson Bruns & Company Chartered
Address
111 LAKE ST N PO BOX 219, BIG LAKE, MN 55309
Preparer
Shaun P Rose
Phone
7632633300
Raw XML Appendix375 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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IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RELIEF ASSOCIATION CONSISTS OF MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FULL MEMBERSHIP OF THE ASSOCIATION ELECTS 6 BOARD TRUSTEES, INCLUDING THE BOARD OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FULL MEMBERSHIP OF THE ASSOCIATION MUST APPROVE BYLAW CHANGES. ALL THE DECISIONS INVOLVING THE ORGANIZATION ARE RATIFIED BY THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ASSOCIATION DOESN'T HAVE ANY COMMITTEES AND THE GOVERNING BODY WORKS AS A WHOLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FORM 990 IS REVIEWED BY THE OFFICERS PRIOR TO SIGNING AND FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ASSOCIATION'S BOARD OF TRUSTEES ARE REQUIRED TO FILE CERTIFICATION STATEMENTS OF ECONOMIC INTEREST EACH YEAR WITH THE MINNESOTA OFFICE OF THE STATE AUDITOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ALL PUBLIC DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. NON PUBLIC DOCUMENTS ARE AVAILABLE TO THE MEMBERSHIP UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt01026460
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01200706
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01030629
IRS990/TotalAssetsEOYAmt01204983
IRS990/TotalAssetsGrp/BOYAmt01030629
IRS990/TotalAssetsGrp/EOYAmt01204983
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0134351
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04241
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt029478
IRS990/TotalFunctionalExpensesGrp/TotalAmt033719
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01030629
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01204983
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt029478
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt073722
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0208073
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt026
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01030629
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01204983
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt04169
IRS990/UnrestrictedNetAssetsGrp/EOYAmt04277
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0303 W 6TH ST
IRS990/USAddress/CityNm0MONTICELLO
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd055362
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHAWN LEACH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06124256001
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTICELLO FIREMENS RELIEF ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0416031809
ReturnHeader/Filer/PhoneNum06124256001
ReturnHeader/Filer/USAddress/AddressLine1Txt0303 W 6TH ST
ReturnHeader/Filer/USAddress/CityNm0MONTICELLO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055362
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId038661C907200D21A733AF4C6142C2A948F92E545
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId038661C907200D21A733AF4C6142C2A948F92E545
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.181.152.171
ReturnHeader/FilingSecurityInformation/IPDt02017-10-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:05:08
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411313585
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHNSON BRUNS & COMPANY CHARTERED
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 LAKE ST N PO BOX 219
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIG LAKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055309
ReturnHeader/PreparerPersonGrp/PhoneNum07632633300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHAUN P ROSE
ReturnHeader/ReturnTs02017-10-30T12:08:59-05:00
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
2023Summary only. Only limited summary data is available for this year.$1.57$0.00$1.57$0.22$0.26$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.00$1.47$0.22$0.23$0.01
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.74$0.00$1.74$0.19$0.03$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.00$1.50$0.17$0.02$0.15
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.00$1.22$0.33$0.37$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.00$1.26$0.10$0.14$0.04
2017Summary only. Only limited summary data is available for this year.$1.30$0.00$1.30$0.29$0.19$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.21$0.03$0.17
2015Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.12$0.14$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.16$0.22$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.25$0.17$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.01$1.05$0.28
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.00$1.13$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.00$1.14$0.06
Peer Organizations

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