Civic Intelligence

Palm Beach County Firefighters Rertirement Insurance Fund

990 • Fiscal year 2021 • EIN 65-0739528

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization ProfileN/A
7240 7th Place NorthWest Palm Beach, FL 33413

(561) 969-6663

Siviq Scores

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

Liabilities / Assets

61st percentile

0.06x

Higher debt load relative to assets than 61% of similar nonprofits.

2021 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2021

Liabilities / Revenue

94th percentile

0.71x

Higher debt load relative to revenue than 94% of similar nonprofits.

2021 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2021

Net Margin

87th percentile

43%

Higher net margin than 87% of similar nonprofits.

2021 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2021

Top Officer Pay

42nd percentile

$12,460

Higher top officer pay than 42% of similar nonprofits.

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

2021 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2021

Asset Growth

94th percentile

35%

Faster asset growth than 94% of similar nonprofits.

2021 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2020 to 2021

Revenue Growth

38th percentile

1.6%

Faster revenue growth than 38% of similar nonprofits.

2021 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$110,048,759

Up $28,403,481 (+35%) from 2020

Net Assets

Up

$102,984,600

Up $22,686,656 (+28%) from 2020

Liabilities

Up

$7,064,159

Up $5,716,825 (+424%) from 2020

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin87th percentile

Revenue

Up

$9,881,685

Up $154,853 (+1.6%) from 2020

Expenses

Up

$5,594,732

Up $425,766 (+8.2%) from 2020

Net Income

Down

$4,286,953

Down $270,913 (-5.9%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$150M$100M$50M$0Assets 2011: $26,205,382Liabilities 2011: $382Net Assets 2011: $26,205,0002011Assets 2012: $33,381,205Liabilities 2012: $0Net Assets 2012: $33,381,2052012Assets 2013: $39,708,402Liabilities 2013: $12,627Net Assets 2013: $39,695,7752013Assets 2014: $45,148,776Liabilities 2014: $5,615Net Assets 2014: $45,143,1612014Assets 2015: $46,114,565Liabilities 2015: $0Net Assets 2015: $46,114,5652015Assets 2016: $52,053,766Liabilities 2016: $62,536Net Assets 2016: $51,991,2302016Assets 2017: $61,633,039Liabilities 2017: $906,785Net Assets 2017: $60,726,2542017Assets 2018: $69,639,048Liabilities 2018: $1,344,703Net Assets 2018: $68,294,3452018Assets 2019: $73,293,389Liabilities 2019: $1,212,706Net Assets 2019: $72,080,6832019Assets 2020: $81,645,278Liabilities 2020: $1,347,334Net Assets 2020: $80,297,9442020Assets 2021: $110,048,759Liabilities 2021: $7,064,159Net Assets 2021: $102,984,6002021Assets 2022: $94,209,667Liabilities 2022: $7,326,334Net Assets 2022: $86,883,3332022Assets 2023: $107,508,843Liabilities 2023: $7,950,781Net Assets 2023: $99,558,0622023Assets 2024: $122,528,249Liabilities 2024: $8,631,740Net Assets 2024: $113,896,5092024

Highlighted filing

2021

Assets$110,048,759
Liabilities$7,064,159
Net Assets$102,984,600
Open 2021 Filing

Operations Trend

Revenue Growth38th percentile

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

$15M$10M$5.0M$0Expenses 2011: $1,491,0392011Expenses 2012: $1,806,0632012Revenue 2013: $7,346,436Expenses 2013: $2,238,898Net Income 2013: $5,107,5382013Revenue 2014: $7,186,814Expenses 2014: $2,549,591Net Income 2014: $4,637,2232014Revenue 2015: $8,161,498Expenses 2015: $2,880,566Net Income 2015: $5,280,9322015Revenue 2016: $6,621,967Expenses 2016: $3,293,337Net Income 2016: $3,328,6302016Revenue 2017: $7,846,829Expenses 2017: $3,696,177Net Income 2017: $4,150,6522017Revenue 2018: $8,944,001Expenses 2018: $4,063,599Net Income 2018: $4,880,4022018Revenue 2019: $9,653,727Expenses 2019: $4,893,398Net Income 2019: $4,760,3292019Revenue 2020: $9,726,832Expenses 2020: $5,168,966Net Income 2020: $4,557,8662020Revenue 2021: $9,881,685Expenses 2021: $5,594,732Net Income 2021: $4,286,9532021Revenue 2022: $8,462,836Expenses 2022: $5,852,993Net Income 2022: $2,609,8432022Revenue 2023: $11,817,154Expenses 2023: $6,014,895Net Income 2023: $5,802,2592023Revenue 2024: $13,751,920Expenses 2024: $6,247,085Net Income 2024: $7,504,8352024

Highlighted filing

2021

Revenue$9,881,685
Expenses$5,594,732
Net Income$4,286,953
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.0
Gross Receipts
$10,323,653
Mission and Program Overview

Mission

To provide insurance and medical cost reimbursements and other related benefits to firefighters retired from palm beach county, fl (employer)

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$92,396,653$108,176,070▲ $15,779,417
Cash and Non-Interest-Bearing Accounts$3,224,407$1,755,252▼ $1,469,155
Total Assets$95,687,446$110,048,759▲ $14,361,313
Other Assets Total$66,386$117,437▲ $51,051
Liabilities
Other Liabilities$91,090$7,050,556▲ $6,959,466
Accounts Payable and Accrued Expenses$14,694$13,603▼ $1,091
Total Liabilities$105,784$7,064,159▲ $6,958,375
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$95,581,662$102,984,600▲ $7,402,938
Total Net Assets Fund Balance$95,581,662$102,984,600▲ $7,402,938
Total Liabilities and Net Assets / Fund Balance$95,687,446$110,048,759▲ $14,361,313
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Michael BergeronAdm. ManagerPT$12,460$12,460

Board Members and Trustees

NameTitle
Rick RhodesChairman
David HorowitzTrustee
Jim BerryTrustee
John FlahertyTrustee
Michael BaseliceTrustee
William GerlachTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$47,208
Investment Income
$9,834,477
Other Revenue
$0
Change in Net Assets
$4,286,953

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,551,674
Revenue Not Reported on Financial Statements
$330,011
Revenue Not Reported on Form 990
$3,115,985
Total Revenue per Audited Statements
$12,667,659
Total Revenue per Form 990
$9,881,685
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$365,068
Salaries, Compensation, and Employee Benefits$13,462
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$5,216,202
Other Expenses---$13,751
Current Officers, Directors, Trustees, and Key Employees---$12,460
Fees for Services Accounting---$10,870
Fees for Services Other---$6,998
Fees for Services Legal---$2,404
Office Expenses---$1,034
Payroll Taxes---$1,002
Total Functional Expenses$0$0$0$5,594,732

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,594,732
Expenses per Audited Statements$5,264,721
Total Expenses per Audited Statements$5,264,721
Expenses Not Reported on Financial Statements$330,011
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Advanced Employer Contribution$6,726,704
Benefit Obligations Payable$281,696
Due to Broker$42,156
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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

“THE FUND HAS MEMBERS”

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

“The members elect board members”

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

“Trustee/treasurer reviews before filing”

Form 990, Page 6, Part VI, Line 18

“Documents are availabe during regular business hours at the fund office or from the fund treasurer”

Form 990, Page 6, Part VI, Line 19

“Available at fund office during regular business hours”

Filing and Contact Details

Filer

Filer Name
Palm Beach County Firefighters
EIN
65-0739528
Phone
5619696663
Address
7240 7TH PLACE NORTH, WEST PALM BEACH, FL 33413

Signing Officer

Name
Michael Bergeron
Title
Adm. Manager
Phone
5619696663
Signed
2022-11-14

Organization Details

Principal Officer
Michael Bergeron
Formed
1996
Legal Domicile
Fl
Voting Board Members
8
Independent Board Members
8
Employees
1

Preparer

Firm
Ksdt & Co LLC
Address
9300 S DADELAND BLVD STE 600, MIAMI, FL 33156-2721
Preparer
Jeffrey Taraboulos CPA
Phone
3056703370
Supplemental Narrative

Additional Explanations

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

“To provide insurance and medical cost reimbursements and other related benefits to firefighters retired from palm beach county, fl (employer)”

Raw XML Appendix302 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FUND HAS MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEMBERS ELECT BOARD MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRUSTEE/TREASURER REVIEWS BEFORE FILING
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IRS990/TotalLiabilitiesBOYAmt0105784
IRS990/TotalLiabilitiesEOYAmt07064159
IRS990/TotalLiabilitiesGrp/BOYAmt0105784
IRS990/TotalLiabilitiesGrp/EOYAmt07064159
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt095581662
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0102984600
IRS990/TotalProgramServiceRevenueAmt047208
IRS990/TotalReportableCompFromOrgAmt012460
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt09881685
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt09881685
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt095687446
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0110048759
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07240 7TH PLACE NORTH
IRS990/USAddress/CityNm0WEST PALM BEACH
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033411
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL BERGERON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADM. MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum05619696663
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PALM BEACH COUNTY FIREFIGHTERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0RETIREMENT INSURANCE FUND
ReturnHeader/Filer/BusinessNameControlTxt0PALM
ReturnHeader/Filer/EIN0650739528
ReturnHeader/Filer/PhoneNum05619696663
ReturnHeader/Filer/USAddress/AddressLine1Txt07240 7TH PLACE NORTH
ReturnHeader/Filer/USAddress/CityNm0WEST PALM BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033413
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260547877
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KSDT & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09300 S DADELAND BLVD STE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIAMI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0331562721
ReturnHeader/PreparerPersonGrp/PhoneNum03056703370
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY TARABOULOS CPA
ReturnHeader/ReturnTs02022-11-14T16:59:27-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BERGERON
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$110,048,759
Liabilities
$7,064,159
Net assets
$102,984,600
Revenue
$9,881,685
Expenses
$5,594,732
Net income
$4,286,953
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$123$8.63$114$13.8$6.25$7.50
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$108$7.95$99.6$11.8$6.01$5.80
2022Detailed filing. Detailed filing data is available for this year.$94.2$7.33$86.9$8.46$5.85$2.61
2021Detailed filing. Detailed filing data is available for this year.$110$7.06$103$9.88$5.59$4.29
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$81.6$1.35$80.3$9.73$5.17$4.56
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$73.3$1.21$72.1$9.65$4.89$4.76
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$69.6$1.34$68.3$8.94$4.06$4.88
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.6$0.91$60.7$7.85$3.70$4.15
2016Detailed filing. Detailed filing data is available for this year.$52.1$0.06$52.0$6.62$3.29$3.33
2015Detailed filing. Detailed filing data is available for this year.$46.1$0.00$46.1$8.16$2.88$5.28
2014Detailed filing. Detailed filing data is available for this year.$45.1$0.01$45.1$7.19$2.55$4.64
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.7$0.01$39.7$7.35$2.24$5.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.4$0.00$33.4$1.81
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.2$0.00$26.2$1.49