Civic Intelligence

Monterey Firemens Charitable Associatn

990EZ • Fiscal year 2018 • EIN 81-3559272

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 26, 2019

Organization ProfileN/A
610 Pacific StreetMonterey, CA 93940

(831) 233-9213

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

90th percentile

36%

Higher net margin than 90% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

63rd percentile

6.9%

Faster asset growth than 63% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

90th percentile

48%

Faster revenue growth than 90% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$129,688

Up $8,345 (+6.9%) from 2017

Net Assets

Up

$129,688

Up $8,345 (+6.9%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin90th percentile

Revenue

Up

$22,998

Up $7,431 (+48%) from 2017

Expenses

Up

$14,653

Up $2,293 (+19%) from 2017

Net Income

Up

$8,345

Up $5,138 (+160%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$150K$100K$50K$0Assets 2016: $118,136Net Assets 2016: $118,1362016Assets 2017: $121,343Net Assets 2017: $121,3432017Assets 2018: $129,688Net Assets 2018: $129,6882018

Highlighted filing

2018

Assets$129,688
Liabilities-
Net Assets$129,688
Open 2018 Filing

Operations Trend

Revenue Growth90th percentile

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

$30K$20K$10K$0Revenue 2016: $26,700Expenses 2016: $15,852Net Income 2016: $10,8482016Revenue 2017: $15,567Expenses 2017: $12,360Net Income 2017: $3,2072017Revenue 2018: $22,998Expenses 2018: $14,653Net Income 2018: $8,3452018

Highlighted filing

2018

Revenue$22,998
Expenses$14,653
Net Income$8,345
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 26, 2019
Return Version
2018v3.1
Gross Receipts
$22,998
Mission and Program Overview

Mission

To promote and maintain the good name and welfare of the City of Monterey Fire Department through community service and contributions to the community through membership fund raising and charitable donations with an emphasis on recreation and athletics for youth.

Program Services

DescriptionGrantsExpenses
Providing financial contribution and membership involvement with local area youth recreation/athletic programs.--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jim CourtneyPresidentPT$0--
Raul PantojaVice PresidentPT$0--
Vince LombardiTreasurerPT$0--
Mike VentimigliaDirectorPT$0--
Cosimo TillyDirectorPT$0--
Kathleen BattagliaDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Monterey Firemens Association
EIN
81-3559272
Phone
8312339213
Address
610 Pacific Street, Monterey, CA 93940

Signing Officer

Name
Jim Courtney
Title
President
Signed
2019-06-26
Discuss with paid preparer
Yes

Preparer

Firm
Lori Silver Attorney at Law
Address
187 El Dorado Street, Monterey, CA 93940
Preparer
Lori Silver
Phone
8313753030
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Monterey Community Foundation $6000”

Other Expenses.2

“Death Benefits $3000”

Other Expenses.3

“AT&T Event Expenses $1500”

Other Expenses.4

“Retirement $950”

Other Expenses.5

“Toy Drive $933”

Other Expenses.6

“Holiday Events $200”

Other Expenses.7

“Flowers $163”

Other Expenses.8

“AG Restitration Fee $25”

Raw XML Appendix125 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Vince Lombardi
IRS990EZ/BooksInCareOfDetail/PhoneNum08312339213
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0610 Pacific Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Monterey
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093940
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0121343
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0129688
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt022890
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08345
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01882
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0121343
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0129688
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt022998
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0108
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0121343
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0129688
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0121343
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0129688
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jim Courtney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Raul Pantoja
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Vince Lombardi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Mike Ventimiglia
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Cosimo Tilly
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Kathleen Battaglia
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt012771
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To promote and maintain the good name and welfare of the City of Monterey Fire Department through community service and contributions to the community through membership fund raising and charitable donations with an emphasis on recreation and athletics for youth.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Providing financial contribution and membership involvement with local area youth recreation/athletic programs.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt014653
IRS990EZ/TotalRevenueAmt022998
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Monterey Community Foundation $6000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Death Benefits $3000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AT&T Event Expenses $1500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Retirement $950
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Toy Drive $933
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Holiday Events $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Flowers $163
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7AG Restitration Fee $25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jim Courtney
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Monterey Firemens Association
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0813559272
ReturnHeader/Filer/PhoneNum08312339213
ReturnHeader/Filer/USAddress/AddressLine1Txt0610 Pacific Street
ReturnHeader/Filer/USAddress/CityNm0Monterey
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093940
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770428204
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lori Silver Attorney at Law
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0187 El Dorado Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Monterey
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093940
ReturnHeader/PreparerPersonGrp/PhoneNum08313753030
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lori Silver
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-06-26T08:57:38-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$129,688
Liabilities
-
Net assets
$129,688
Revenue
$22,998
Expenses
$14,653
Net income
$8,345
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$1.30$1.30$0.23$0.15$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$1.21$0.16$0.12$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.18$1.18$0.27$0.16$0.11