Civic Intelligence

St Lucie County Fire District Employees Health & Welfare Trust

990 • Fiscal year 2021 • EIN 65-6284729

Oct 01, 2020 to Sep 30, 2021 • Filed on May 16, 2022

Organization Profile
PO Box 15189Fort Pierce, FL 34979

(772) 462-8300

Siviq Scores

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

Liabilities / Assets

79th percentile

0.22x

Higher debt load relative to assets than 79% of similar nonprofits.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

72nd percentile

0.11x

Higher debt load relative to revenue than 72% of similar nonprofits.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2021

Net Margin

46th percentile

2.1%

Higher net margin than 46% of similar nonprofits.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

2021 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2021

Asset Growth

39th percentile

3.5%

Faster asset growth than 39% of similar nonprofits.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

48th percentile

1.9%

Faster revenue growth than 48% of similar nonprofits.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$5,304,788

Up $177,559 (+3.5%) from 2020

Net Assets

Up

$4,156,975

Up $227,646 (+5.8%) from 2020

Liabilities

Down

$1,147,813

Down $50,087 (-4.2%) from 2020

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin46th percentile

Revenue

Up

$10,351,043

Up $196,227 (+1.9%) from 2020

Expenses

Up

$10,137,175

Up $309,792 (+3.2%) from 2020

Net Income

Down

$213,868

Down $113,565 (-35%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,997,363Liabilities 2010: $455,574Net Assets 2010: $3,541,7892010Assets 2012: $3,482,368Liabilities 2012: $604,734Net Assets 2012: $2,877,6342012Assets 2013: $3,317,704Liabilities 2013: $632,609Net Assets 2013: $2,685,0952013Assets 2014: $3,108,316Liabilities 2014: $631,846Net Assets 2014: $2,476,4702014Assets 2015: $2,045,016Liabilities 2015: $997,527Net Assets 2015: $1,047,4892015Assets 2016: $2,479,053Liabilities 2016: $723,420Net Assets 2016: $1,755,6332016Assets 2017: $3,402,712Liabilities 2017: $765,513Net Assets 2017: $2,637,1992017Assets 2018: $3,288,659Liabilities 2018: $958,353Net Assets 2018: $2,330,3062018Assets 2019: $4,336,048Liabilities 2019: $819,519Net Assets 2019: $3,516,5292019Assets 2020: $5,127,229Liabilities 2020: $1,197,900Net Assets 2020: $3,929,3292020Assets 2021: $5,304,788Liabilities 2021: $1,147,813Net Assets 2021: $4,156,9752021Assets 2022: $4,788,987Liabilities 2022: $1,508,024Net Assets 2022: $3,280,9632022Assets 2024: $3,256,196Liabilities 2024: $1,508,024Net Assets 2024: $1,748,1722024

Highlighted filing

2021

Assets$5,304,788
Liabilities$1,147,813
Net Assets$4,156,975
Open 2021 Filing

Operations Trend

Revenue Growth48th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $5,189,6432010Revenue 2012: $5,387,851Expenses 2012: $5,228,151Net Income 2012: $159,7002012Expenses 2013: $5,846,3842013Revenue 2014: $6,535,489Expenses 2014: $6,807,069Net Income 2014: -$271,5802014Revenue 2015: $6,673,802Expenses 2015: $8,600,824Net Income 2015: -$1,927,0222015Revenue 2016: $7,989,298Expenses 2016: $7,329,134Net Income 2016: $660,1642016Revenue 2017: $8,759,234Expenses 2017: $7,868,579Net Income 2017: $890,6552017Revenue 2018: $9,160,782Expenses 2018: $9,471,272Net Income 2018: -$310,4902018Revenue 2019: $9,704,805Expenses 2019: $8,589,835Net Income 2019: $1,114,9702019Revenue 2020: $10,154,816Expenses 2020: $9,827,383Net Income 2020: $327,4332020Revenue 2021: $10,351,043Expenses 2021: $10,137,175Net Income 2021: $213,8682021Revenue 2022: $11,015,079Expenses 2022: $11,573,227Net Income 2022: -$558,1482022Revenue 2024: $12,697,000Expenses 2024: $12,941,823Net Income 2024: -$244,8232024

Highlighted filing

2021

Revenue$10,351,043
Expenses$10,137,175
Net Income$213,868
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
May 16, 2022
Return Version
2020v4.0
Gross Receipts
$10,351,043
Mission and Program Overview

Mission

SEE BELOW

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,929,329$4,156,975▲ $227,646
Investments in Publicly Traded Securities$3,098,325$3,162,247▲ $63,922
Savings and Temporary Cash Investments$1,983,408$1,980,791▼ $2,617
Accounts Receivable$45,488$161,750▲ $116,262
Cash and Non-Interest-Bearing Accounts$8--
Total Assets$5,127,229$5,304,788▲ $177,559
Liabilities
Other Liabilities$1,197,900$1,147,813▼ $50,087
Total Liabilities$1,197,900$1,147,813▼ $50,087
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,929,329$4,156,975▲ $227,646
Total Liabilities and Net Assets / Fund Balance$5,127,229$5,304,788▲ $177,559
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Andrews WillmoreTrustee
Daniels MikelsTrustee
James ForbisTrustee
Jennifer ChambersTrustee
Tom WhitleyTrustee
Amy KwasnickiAssistant Se
Hewana FauntleroySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$32,707
Program Service Revenue
$10,267,980
Investment Income
$50,356
Other Revenue
$0
All Other Contributions
$32,707
Change in Net Assets
$213,868

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,351,043
Revenue Not Reported on Form 990
$13,778
Total Revenue per Audited Statements
$10,364,821
Total Revenue per Form 990
$10,351,043
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$368,645
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$9,768,530
Fees for Services Legal---$32,025
All Other Expenses---$13,695
Other Expenses---$12,056
Fees for Services Accounting---$8,965
Fees for Service Investment Mgmnt Fees---$7,500
Total Functional Expenses$0$0$0$10,137,175

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$10,137,175
Total Expenses per Audited Statements$10,137,175
Total Expenses per Form 990$10,137,175
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
Ibnr and Health Claims Payable$1,147,813
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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 11B

“Reviewed by the administrator before filing”

Form 990, Page 6, Part VI, Line 19

“Documents maintained at the fund office and made available upon reasonalbe request.”

Filing and Contact Details

Filer

Filer Name
St Lucie County Fire District
EIN
65-6284729
Phone
7724628300
Address
PO BOX 15189, FORT PIERCE, FL 34979

Signing Officer

Name
Daniels Mikels
Title
Trustee
Phone
7724628300
Signed
2022-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniels Mikels
Formed
1998
Legal Domicile
Fl
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Ksdt & Co LLC
Address
9300 S DADELAND BLVD STE 600, MIAMI, FL 33156-2721
Preparer
Jeffrey Taraboulos CPA
Phone
3056703370
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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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ReturnHeader/Filer/USAddress/CityNm0FORT PIERCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034979
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/PreparationDt02022-06-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY TARABOULOS CPA
ReturnHeader/ReturnTs02022-06-02T09:35:58-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DANIELS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MIKELS
ReturnHeader/TaxPeriodBeginDt02020-10-01
ReturnHeader/TaxPeriodEndDt02021-09-30
ReturnHeader/TaxYr02020

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Filings

Displayed year

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

Open filing
Assets
$5,304,788
Liabilities
$1,147,813
Net assets
$4,156,975
Revenue
$10,351,043
Expenses
$10,137,175
Net income
$213,868
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.26$1.51$1.75$12.7$12.9$0.24
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.79$1.51$3.28$11.0$11.6$0.56
2021Detailed filing. Detailed filing data is available for this year.$5.30$1.15$4.16$10.4$10.1$0.21
2020Detailed filing. Detailed filing data is available for this year.$5.13$1.20$3.93$10.2$9.83$0.33
2019Detailed filing. Detailed filing data is available for this year.$4.34$0.82$3.52$9.70$8.59$1.11
2018Detailed filing. Detailed filing data is available for this year.$3.29$0.96$2.33$9.16$9.47$0.31
2017Detailed filing. Detailed filing data is available for this year.$3.40$0.77$2.64$8.76$7.87$0.89
2016Detailed filing. Detailed filing data is available for this year.$2.48$0.72$1.76$7.99$7.33$0.66
2015Detailed filing. Detailed filing data is available for this year.$2.05$1.00$1.05$6.67$8.60$1.93
2014Detailed filing. Detailed filing data is available for this year.$3.11$0.63$2.48$6.54$6.81$0.27
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.32$0.63$2.69$5.85
2012Summary only. Only limited summary data is available for this year.$3.48$0.60$2.88$5.39$5.23$0.16
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.00$0.46$3.54$5.19