Civic Intelligence

Bakers Fire & Rescue Dept Inc

EIN 56-1240856 • 501(c)3 • Monroe, NC

Profile

VOLUNTEER FIRE & RESCUE

4425 Old Charlotte HwyMonroe, NC 28110
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

67th percentile

0.29x

Higher debt load relative to assets than 67% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

85th percentile

1.02x

Higher debt load relative to revenue than 85% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

75th percentile

22%

Higher net margin than 75% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

23rd percentile

$3,240

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

36th percentile

0.0%

Faster asset growth than 36% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

46th percentile

5.0%

Faster revenue growth than 46% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Assets

Up

$7,885,881

Up $2,965 (+0.0%) from 2024

Liabilities

Down

$2,255,400

Down $475,332 (-17%) from 2024

Net Assets

Up

$5,630,481

Up $478,297 (+9.3%) from 2024

Revenue

Up

$2,215,100

Up $105,918 (+5.0%) from 2024

Expenses

Up

$1,736,803

Up $32,767 (+1.9%) from 2024

Net Income

Up

$478,297

Up $73,151 (+18%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $3,410,812Liabilities 2012: $733,771Net Assets 2012: $2,677,0412012Assets 2013: $3,425,758Liabilities 2013: $678,628Net Assets 2013: $2,747,1302013Assets 2014: $3,905,369Liabilities 2014: $1,002,451Net Assets 2014: $2,902,9182014Assets 2015: $6,116,452Liabilities 2015: $3,000,000Net Assets 2015: $3,116,4522015Assets 2016: $6,011,525Liabilities 2016: $2,899,150Net Assets 2016: $3,112,3752016Assets 2017: $5,895,515Liabilities 2017: $2,794,276Net Assets 2017: $3,101,2392017Assets 2018: $5,969,403Liabilities 2018: $2,685,218Net Assets 2018: $3,284,1852018Assets 2019: $5,989,372Liabilities 2019: $2,571,809Net Assets 2019: $3,417,5632019Assets 2020: $6,191,330Liabilities 2020: $2,453,874Net Assets 2020: $3,737,4562020Assets 2021: $6,283,277Liabilities 2021: $2,331,234Net Assets 2021: $3,952,0432021Assets 2022: $7,069,926Liabilities 2022: $2,868,645Net Assets 2022: $4,201,2812022Assets 2023: $7,381,721Liabilities 2023: $2,634,683Net Assets 2023: $4,747,0382023Assets 2024: $7,882,916Liabilities 2024: $2,730,732Net Assets 2024: $5,152,1842024Assets 2025: $7,885,881Liabilities 2025: $2,255,400Net Assets 2025: $5,630,4812025

Highlighted filing

2025

Assets$7,885,881
Liabilities$2,255,400
Net Assets$5,630,481

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $472,092Expenses 2012: $343,479Net Income 2012: $128,6132012Revenue 2013: $459,515Expenses 2013: $389,426Net Income 2013: $70,0892013Revenue 2014: $529,336Expenses 2014: $373,550Net Income 2014: $155,7862014Revenue 2015: $581,709Expenses 2015: $368,174Net Income 2015: $213,5352015Revenue 2016: $598,548Expenses 2016: $602,625Net Income 2016: -$4,0772016Revenue 2017: $596,953Expenses 2017: $608,089Net Income 2017: -$11,1362017Revenue 2018: $772,357Expenses 2018: $589,411Net Income 2018: $182,9462018Revenue 2019: $818,038Expenses 2019: $684,660Net Income 2019: $133,3782019Revenue 2020: $1,193,999Expenses 2020: $874,106Net Income 2020: $319,8932020Revenue 2021: $1,175,348Expenses 2021: $960,761Net Income 2021: $214,5872021Revenue 2022: $1,450,992Expenses 2022: $1,201,754Net Income 2022: $249,2382022Revenue 2023: $1,856,358Expenses 2023: $1,310,601Net Income 2023: $545,7572023Revenue 2024: $2,109,182Expenses 2024: $1,704,036Net Income 2024: $405,1462024Revenue 2025: $2,215,100Expenses 2025: $1,736,803Net Income 2025: $478,2972025

Highlighted filing

2025

Revenue$2,215,100
Expenses$1,736,803
Net Income$478,297

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.89$2.26$5.63$2.22$1.74$0.48
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.88$2.73$5.15$2.11$1.70$0.41
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.38$2.63$4.75$1.86$1.31$0.55
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.07$2.87$4.20$1.45$1.20$0.25
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.28$2.33$3.95$1.18$0.96$0.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.19$2.45$3.74$1.19$0.87$0.32
2019Summary only. Only limited summary data is available for this year.$5.99$2.57$3.42$0.82$0.68$0.13
2018Summary only. Only limited summary data is available for this year.$5.97$2.69$3.28$0.77$0.59$0.18
2017Summary only. Only limited summary data is available for this year.$5.90$2.79$3.10$0.60$0.61$0.01
2016Summary only. Only limited summary data is available for this year.$6.01$2.90$3.11$0.60$0.60$0.00
2015Summary only. Only limited summary data is available for this year.$6.12$3.00$3.12$0.58$0.37$0.21
2014Summary only. Only limited summary data is available for this year.$3.91$1.00$2.90$0.53$0.37$0.16
2013Summary only. Only limited summary data is available for this year.$3.43$0.68$2.75$0.46$0.39$0.07
2012Summary only. Only limited summary data is available for this year.$3.41$0.73$2.68$0.47$0.34$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 10, 2025
Return Version
2024v5.0
Gross Receipts
$2,215,100
Mission and Program Overview

Mission

VOLUNTEER FIRE & RESCUE

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,047,012$6,822,335▼ $224,677
Rtn Earn Endowment Incm Other Fnds$5,152,184$5,630,481▲ $478,297
Cash and Non-Interest-Bearing Accounts$588,856$688,726▲ $99,870
Savings and Temporary Cash Investments$247,048$374,820▲ $127,772
Total Assets$7,882,916$7,885,881▲ $2,965
Liabilities
Unsecured Notes Loans Payable$2,730,732$2,255,400▼ $475,332
Total Liabilities$2,730,732$2,255,400▼ $475,332
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,152,184$5,630,481▲ $478,297
Total Liabilities and Net Assets / Fund Balance$7,882,916$7,885,881▲ $2,965

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,728,564-$2,728,564
Land$450,000-$450,000
Other Land Buildings$3,529,330--
Compensation and Service Providers

Employees

NameTitleBaseTotal
Mary E WilliamsTreasurer$3,240$3,240

Board Members and Trustees

NameTitle
Paul JorgensonPresident
Judy LutherSecretary
Marc HerringVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$3,328
Program Service Revenue
$2,204,500
Investment Income
$7,272
Other Revenue
$0
Change in Net Assets
$478,297
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,060,251
Other Expenses$676,552
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$627,640--$627,640
Payroll Taxes$245,631--$245,631
All Other Expenses$111,795--$111,795
Other Employee Benefits$104,868--$104,868
Interest$90,317--$90,317
Pension Plan Contributions$82,112--$82,112
Other Expenses$39,519--$39,519
Insurance$36,523--$36,523
Fees for Services Other$11,829--$11,829
Office Expenses$6,338--$6,338
Fees for Services Legal$2,600--$2,600
Fees for Services Accounting$1,750--$1,750
Total Functional Expenses$1,736,803$0$0$1,736,803
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
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, Page 6, Part VI, Line 6

There no shareholders of the corporation and only one class of members. Anyuone living in the geographic area of this fire district is a member of bakers fire and rescue.

Form 990, Page 6, Part VI, Line 7A

If you live in the geographic area of this fire district you are a member of bakers fire and rescue. All members are invited to attend the annual meeting. The organization is governed by a nine member board of directors. At the annual meeting the board of directors are nominated and elected from the membership in attendance at that meeting.

Form 990, Page 6, Part VI, Line 11B

The compiled financial statements and the corporatetax return were reviewed by the governing body board of directors at the annual meeting prior to the filing of the corporate tax return.

Form 990, Page 6, Part VI, Line 19

All governing documents are available to the public on request.

Filing and Contact Details

Filer

Filer Name
Bakers Fire & Rescue Dept Inc
EIN
56-1240856
Phone
7042892741
Address
4425 OLD CHARLOTTE HWY, MONROE, NC 28110

Signing Officer

Name
Mary E Williams
Title
Treasurer
Phone
7042892741
Signed
2025-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Jorgenson
Formed
1956
Voting Board Members
9
Independent Board Members
9
Employees
36

Preparer

Firm
Rhonda H Marsh Accountant Inc
Address
1807 MORGAN MILL RD, MONROE, NC 28110-3644
Preparer
Celeste D Helms
Phone
7042895155
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Volunteer fire & rescue service

Raw XML Appendix322 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
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IRS990/BooksInCareOfDetail/PhoneNum07042892741
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IRS990/BooksInCareOfDetail/USAddress/CityNm0MONROE
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IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
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IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
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IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt01750
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01956
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IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
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IRS990/GovernmentGrantsAmt03328
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt02215100
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt09
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
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IRS990/InterestGrp/ProgramServicesAmt090317
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IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt07272
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07272
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07047012
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0VOLUNTEER FIRE & RESCUE
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt05152184
IRS990/NetAssetsOrFundBalancesEOYAmt05630481
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ProgramServicesAmt06338
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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0104868
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IRS990/OtherExpensesGrp/Desc0SUPPLIES
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IRS990/PensionPlanContributionsGrp/ProgramServicesAmt082112
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IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02728564
IRS990ScheduleD/LandGrp/BookValueAmt0450000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0450000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03529330
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt03529330
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06707894
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VOLUNTEER FIRE & RESCUE SERVICE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE NO SHAREHOLDERS OF THE CORPORATION AND ONLY ONE CLASS OF MEMBERS. ANYUONE LIVING IN THE GEOGRAPHIC AREA OF THIS FIRE DISTRICT IS A MEMBER OF BAKERS FIRE AND RESCUE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IF YOU LIVE IN THE GEOGRAPHIC AREA OF THIS FIRE DISTRICT YOU ARE A MEMBER OF BAKERS FIRE AND RESCUE. ALL MEMBERS ARE INVITED TO ATTEND THE ANNUAL MEETING. THE ORGANIZATION IS GOVERNED BY A NINE MEMBER BOARD OF DIRECTORS. AT THE ANNUAL MEETING THE BOARD OF DIRECTORS ARE NOMINATED AND ELECTED FROM THE MEMBERSHIP IN ATTENDANCE AT THAT MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE COMPILED FINANCIAL STATEMENTS AND THE CORPORATETAX RETURN WERE REVIEWED BY THE GOVERNING BODY BOARD OF DIRECTORS AT THE ANNUAL MEETING PRIOR TO THE FILING OF THE CORPORATE TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC ON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt07882916
IRS990/TotalAssetsEOYAmt07885881
IRS990/TotalAssetsGrp/BOYAmt07882916
IRS990/TotalAssetsGrp/EOYAmt07885881
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt03328
IRS990/TotalEmployeeCnt036
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01736803
IRS990/TotalFunctionalExpensesGrp/TotalAmt01736803
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02730732
IRS990/TotalLiabilitiesEOYAmt02255400
IRS990/TotalLiabilitiesGrp/BOYAmt02730732
IRS990/TotalLiabilitiesGrp/EOYAmt02255400
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05152184
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05630481
IRS990/TotalOtherProgSrvcExpenseAmt01736803
IRS990/TotalProgramServiceExpensesAmt01736803
IRS990/TotalProgramServiceRevenueAmt02204500
IRS990/TotalReportableCompFromOrgAmt03240
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02211772
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02215100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07882916
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07885881
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt02730732
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt02255400
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY E WILLIAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07042892741
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BAKERS FIRE & RESCUE DEPT INC
ReturnHeader/Filer/BusinessNameControlTxt0BAKE
ReturnHeader/Filer/EIN0561240856
ReturnHeader/Filer/PhoneNum07042892741
ReturnHeader/Filer/USAddress/AddressLine1Txt04425 OLD CHARLOTTE HWY
ReturnHeader/Filer/USAddress/CityNm0MONROE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028110
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561951727
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RHONDA H MARSH ACCOUNTANT INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01807 MORGAN MILL RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONROE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0281103644
ReturnHeader/PreparerPersonGrp/PhoneNum07042895155
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CELESTE D HELMS
ReturnHeader/ReturnTs02025-11-11T12:17:17-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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