Civic Intelligence

Mokena Fire Protection District

990 • Fiscal year 2021 • EIN 83-0479949

Jun 01, 2020 to May 31, 2021 • Filed on Aug 19, 2021

19853 S Wolf RoadMokena, IL 60448

(708) 479-5371

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

45th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Net Margin

89th percentile

62%

Higher net margin than 89% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Asset Growth

58th percentile

8.1%

Faster asset growth than 58% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

67th percentile

8.8%

Faster revenue growth than 67% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$1,089,688

Up $82,082 (+8.1%) from 2020

Net Assets

Up

$1,089,688

Up $82,082 (+8.1%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$133,181

Up $10,764 (+8.8%) from 2020

Expenses

Up

$51,099

Up $24,729 (+94%) from 2020

Net Income

Down

$82,082

Down $13,965 (-15%) from 2020

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $229,052Liabilities 2011: $32011Assets 2012: $294,263Liabilities 2012: $3Net Assets 2012: $294,2602012Assets 2013: $343,811Liabilities 2013: $02013Assets 2014: $407,740Liabilities 2014: $02014Assets 2015: $528,995Liabilities 2015: $0Net Assets 2015: $528,9952015Assets 2016: $603,469Liabilities 2016: $0Net Assets 2016: $603,4692016Assets 2017: $709,413Liabilities 2017: $0Net Assets 2017: $709,4132017Assets 2018: $802,313Liabilities 2018: $0Net Assets 2018: $802,3132018Assets 2019: $911,559Liabilities 2019: $0Net Assets 2019: $911,5592019Assets 2020: $1,007,606Liabilities 2020: $0Net Assets 2020: $1,007,6062020Assets 2021: $1,089,688Liabilities 2021: $0Net Assets 2021: $1,089,6882021Assets 2022: $1,209,019Liabilities 2022: $0Net Assets 2022: $1,209,0192022Assets 2023: $1,299,926Liabilities 2023: $0Net Assets 2023: $1,299,9262023Assets 2024: $1,366,156Liabilities 2024: $0Net Assets 2024: $1,366,1562024Assets 2025: $1,440,548Liabilities 2025: $0Net Assets 2025: $1,440,5482025

Highlighted filing

2021

Assets$1,089,688
Liabilities$0
Net Assets$1,089,688

Operations Trend

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

$200K$150K$100K$50K$0Revenue 2011: $65,287Expenses 2011: $3,581Net Income 2011: $61,7062011Revenue 2012: $67,920Expenses 2012: $2,709Net Income 2012: $65,2112012Revenue 2013: $57,933Expenses 2013: $8,382Net Income 2013: $49,5512013Revenue 2014: $74,779Expenses 2014: $10,850Net Income 2014: $63,9292014Revenue 2015: $131,491Expenses 2015: $10,236Net Income 2015: $121,2552015Revenue 2016: $85,798Expenses 2016: $11,324Net Income 2016: $74,4742016Revenue 2017: $118,392Expenses 2017: $12,448Net Income 2017: $105,9442017Revenue 2018: $112,593Expenses 2018: $19,693Net Income 2018: $92,9002018Revenue 2019: $126,741Expenses 2019: $17,495Net Income 2019: $109,2462019Revenue 2020: $122,417Expenses 2020: $26,370Net Income 2020: $96,0472020Revenue 2021: $133,181Expenses 2021: $51,099Net Income 2021: $82,0822021Revenue 2022: $182,457Expenses 2022: $63,126Net Income 2022: $119,3312022Revenue 2023: $162,505Expenses 2023: $71,598Net Income 2023: $90,9072023Revenue 2024: $158,173Expenses 2024: $91,943Net Income 2024: $66,2302024Revenue 2025: $159,513Expenses 2025: $85,121Net Income 2025: $74,3922025

Highlighted filing

2021

Revenue$133,181
Expenses$51,099
Net Income$82,082
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Aug 19, 2021
Return Version
2020v4.0
Gross Receipts
$133,181
Mission and Program Overview

Mission

Trust fund to reimburse participants or beneficiaries for medical, dental or vision plan premiums incurred by the participant, participant's spouse, or the participant's dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,007,606$1,089,688▲ $82,082
Investments in Publicly Traded Securities$889,355$969,954▲ $80,599
Savings and Temporary Cash Investments$118,251$119,734▲ $1,483
Total Assets$1,007,606$1,089,688▲ $82,082
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,007,606$1,089,688▲ $82,082
Total Liabilities and Net Assets / Fund Balance$1,007,606$1,089,688▲ $82,082
Compensation and Service Providers

Board Members and Trustees

NameTitle
Tim BoomsmaPresident
Adam MeyerTrustee
Howard StephensTrustee
Robert McnellisSecretary
Timothy WiencekTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$98,705
Investment Income
$34,476
Other Revenue
$0
Change in Net Assets
$82,082
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$41,602
Other Expenses$9,497
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Employee Benefits---$41,602
Fees for Services Other---$6,020
Fees for Services Legal---$2,967
Fees for Services Accounting---$510
Total Functional Expenses$0$0$0$51,099
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
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

From 990 is reviewed by board members of the veba before filing.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Mokena Fire Protection District
EIN
83-0479949
Address
19853 S WOLF ROAD, MOKENA, IL 60448

Signing Officer

Name
Howard Stephens
Title
Trustee
Signed
2021-08-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tim Boomsma
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Hearne & Associates Pc
Address
19250 EVERETT LN STE 200, MOKENA, IL 60448
Preparer
John C Williams CPA
Phone
7084784650
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Fiduciary fees 4,898 0 0 insurance 1,122 0 0 total 6,020 0 0

Raw XML Appendix243 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/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
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IRS990/LoanOutstandingInd0false
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IRS990/MethodOfAccountingCashInd0X
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IRS990/NoListedPersonsCompensatedInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FROM 990 IS REVIEWED BY BOARD MEMBERS OF THE VEBA BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FIDUCIARY FEES 4,898 0 0 INSURANCE 1,122 0 0 TOTAL 6,020 0 0
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-19
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ReturnHeader/ReturnTs02021-08-19T15:54:36-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HOWARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STEPHENS
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.16$0.09$0.07
2024Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.16$0.09$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.16$0.07$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.18$0.06$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.13$0.05$0.08
2020Summary only. Only limited summary data is available for this year.$1.01$0.00$1.01$0.12$0.03$0.10
2019Summary only. Only limited summary data is available for this year.$0.91$0.00$0.91$0.13$0.02$0.11
2018Summary only. Only limited summary data is available for this year.$0.80$0.00$0.80$0.11$0.02$0.09
2017Summary only. Only limited summary data is available for this year.$0.71$0.00$0.71$0.12$0.01$0.11
2016Summary only. Only limited summary data is available for this year.$0.60$0.00$0.60$0.09$0.01$0.07
2015Summary only. Only limited summary data is available for this year.$0.53$0.00$0.53$0.13$0.01$0.12
2014Summary only. Only limited summary data is available for this year.$0.41$0.00$0.07$0.01$0.06
2013Summary only. Only limited summary data is available for this year.$0.34$0.00$0.06$0.01$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.00$0.29$0.07$0.00$0.07
2011Summary only. Only limited summary data is available for this year.$0.23$0.00$0.07$0.00$0.06