Civic Intelligence

Pittsburgh Fire Fighters Local 1 Retiree Medical Trust

990 • Fiscal year 2019 • EIN 82-3684595

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 07, 2020

Organization ProfilePITTSBURGHFIREFIGHTERS.ORG

View Organization Page

120 Flowers AvenuePittsburgh, PA 15207

(412) 224-2109

Siviq Scores

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

Liabilities / Assets

41st percentile

0.00x

Higher debt load relative to assets than 41% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

42nd percentile

0.00x

Higher debt load relative to revenue than 42% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Net Margin

99th percentile

98%

Higher net margin than 99% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Asset Growth

97th percentile

129%

Faster asset growth than 97% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

74th percentile

14%

Faster revenue growth than 74% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$3,811,699

Up $2,147,866 (+129%) from 2018

Net Assets

Up

$3,811,390

Up $2,147,557 (+129%) from 2018

Liabilities

Up

$309

Up $309 from 2018

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin99th percentile

Revenue

Up

$1,983,583

Up $249,589 (+14%) from 2018

Expenses

Up

$44,388

Up $40,995 (+1208%) from 2018

Net Income

Up

$1,939,195

Up $208,594 (+12%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$20M$15M$10M$5.0M$0Assets 2018: $1,663,833Liabilities 2018: $0Net Assets 2018: $1,663,8332018Assets 2019: $3,811,699Liabilities 2019: $309Net Assets 2019: $3,811,3902019Assets 2020: $6,298,334Liabilities 2020: $0Net Assets 2020: $6,298,3342020Assets 2021: $8,968,687Liabilities 2021: $50Net Assets 2021: $8,968,6372021Assets 2022: $10,355,371Liabilities 2022: $471Net Assets 2022: $10,354,9002022Assets 2023: $14,055,384Liabilities 2023: $488Net Assets 2023: $14,054,8962023Assets 2024: $18,208,890Liabilities 2024: $785Net Assets 2024: $18,208,1052024

Highlighted filing

2019

Assets$3,811,699
Liabilities$309
Net Assets$3,811,390
Open 2019 Filing

Operations Trend

Revenue Growth74th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Revenue 2018: $1,733,994Expenses 2018: $3,393Net Income 2018: $1,730,6012018Revenue 2019: $1,983,583Expenses 2019: $44,388Net Income 2019: $1,939,1952019Revenue 2020: $2,273,332Expenses 2020: $53,178Net Income 2020: $2,220,1542020Revenue 2021: $2,387,189Expenses 2021: $94,413Net Income 2021: $2,292,7762021Revenue 2022: $2,739,600Expenses 2022: $117,868Net Income 2022: $2,621,7322022Revenue 2023: $2,995,464Expenses 2023: $150,804Net Income 2023: $2,844,6602023Revenue 2024: $3,533,569Expenses 2024: $171,257Net Income 2024: $3,362,3122024

Highlighted filing

2019

Revenue$1,983,583
Expenses$44,388
Net Income$1,939,195
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 7, 2020
Return Version
2019v5.1
Gross Receipts
$1,983,583
Mission and Program Overview

Mission

This plan was established pursuant to the terms and conditions of the pittsburgh fire fighters local 1 retiree medical trust (the trust) to provide retiree medical benefits to eligible participants, dependents and/or their beneficiaries.

This is a tax-exempt voluntary employees' beneficiary association (veba), within the meaning of internal revenue code section 501(c)(9), established to provide for the payment of retiree medical benefits to eligible particpants, dependents and/or their beneficiaries.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,663,833$3,811,390▲ $2,147,557
Investments Other Securities$1,515,224$3,324,857▲ $1,809,633
Cash and Non-Interest-Bearing Accounts$72,587$481,220▲ $408,633
Accounts Receivable$66,593$0▼ $66,593
Savings and Temporary Cash Investments$9,429$5,622▼ $3,807
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,663,833$3,811,699▲ $2,147,866
Liabilities
Accounts Payable and Accrued Expenses$0$309▲ $309
Total Liabilities$0$309▲ $309
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,663,833$3,811,390▲ $2,147,557
Total Liabilities and Net Assets / Fund Balance$1,663,833$3,811,699▲ $2,147,866

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$292,317--
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
John GardellTrustee
Ted CareyTrustee
Tim LeechTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,914,120
Investment Income
$69,463
Other Revenue
$0
Change in Net Assets
$1,939,195

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,983,583
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$208,362
Total Revenue per Audited Statements
$2,191,945
Total Revenue per Form 990
$1,983,583
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$27,535
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$16,853--$16,853
Fees for Services Other$15,006--$15,006
Fees for Services Accounting$7,840--$7,840
Fees for Services Legal$3,315--$3,315
Office Expenses$713--$713
Other Expenses$661--$661
Total Functional Expenses$44,388$0$0$44,388

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$44,388
Total Expenses per Audited Statements$44,388
Total Expenses per Form 990$44,388
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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, Part VI, Section B, Line 11B

“A draft copy of the form 990 is presented to the board of trustees for review and approval.”

Form 990, Part VI, Section C, Line 19

“The board of trustees makes its governing documents and financial information available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Pittsburgh Fire Fighters Local 1
EIN
82-3684595
Phone
4122242109
Address
120 FLOWERS AVENUE, PITTSBURGH, PA 15207

Signing Officer

Name
John Gardell
Title
Trustee
Phone
4122242109
Signed
2020-10-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Gardell
Formed
2018
Legal Domicile
Pa
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
H2r CPA
Address
875 GREENTREE RD BLDG 7 STE 1000, PITTSBURGH, PA 15220
Preparer
Edward G Scherer
Phone
4123912920
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Consulting : program service expenses 14,106. Management and general expenses 0. Fundraising expenses 0. Total expenses 14,106. Payroll processing : program service expenses 900. Management and general expenses 0. Fundraising expenses 0. Total expenses 900.”

Financial Statement Notes

PART X, LINE 2:

“Gaap requires plan management to evaluate tax positions taken by the plan and to recognize a tax benefit if it is more likely than not the tax position would be sustained upon examination by the applicable authorities. The remainder of the tax position is required to be recorded as a tax liability. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan currently has no uncertain tax positions and, therefore, no liabilities have been recorded.”

Raw XML Appendix311 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX BENEFIT IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WOULD BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE AUTHORITIES. THE REMAINDER OF THE TAX POSITION IS REQUIRED TO BE RECORDED AS A TAX LIABILITY. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN CURRENTLY HAS NO UNCERTAIN TAX POSITIONS AND, THEREFORE, NO LIABILITIES HAVE BEEN RECORDED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT COPY OF THE FORM 990 IS PRESENTED TO THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF TRUSTEES MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL INFORMATION AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONSULTING : PROGRAM SERVICE EXPENSES 14,106. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,106. PAYROLL PROCESSING : PROGRAM SERVICE EXPENSES 900. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 900.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 11G
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01663833
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03811699
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/UnrelatedBusIncmOverLimitInd00
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ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN GARDELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04122242109
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-07
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0RETIREE MEDICAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PITT
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ReturnHeader/Filer/PhoneNum04122242109
ReturnHeader/Filer/USAddress/AddressLine1Txt0120 FLOWERS AVENUE
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.66.138.158
ReturnHeader/FilingSecurityInformation/IPDt02020-10-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:05:51
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251031723
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015220
ReturnHeader/PreparerPersonGrp/PhoneNum04123912920
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD G SCHERER
ReturnHeader/ReturnTs02020-11-16T14:12:30-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,811,699
Liabilities
$309
Net assets
$3,811,390
Revenue
$1,983,583
Expenses
$44,388
Net income
$1,939,195
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$18.2$0.00$18.2$3.53$0.17$3.36
2023Detailed filing. Detailed filing data is available for this year.$14.1$0.00$14.1$3.00$0.15$2.84
2022Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$2.74$0.12$2.62
2021Detailed filing. Detailed filing data is available for this year.$8.97$0.00$8.97$2.39$0.09$2.29
2020Detailed filing. Detailed filing data is available for this year.$6.30$0.00$6.30$2.27$0.05$2.22
2019Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$1.98$0.04$1.94
2018Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$1.73$0.00$1.73