Civic Intelligence

United Phoenix Fire Fighters Association

990 • Fiscal year 2016 • EIN 86-6053047

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 10, 2017

61 East Columbus Avenue Suite 200Phoenix, AZ 85012

(602) 277-1500

Siviq Scores

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

Liabilities / Assets

25th percentile

0.01x

Higher debt load relative to assets than 25% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

21st percentile

0.01x

Higher debt load relative to revenue than 21% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

80th percentile

20%

Higher net margin than 80% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

55th percentile

$73,694

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 6.5% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

85th percentile

26%

Faster asset growth than 85% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

12th percentile

-26%

Faster revenue growth than 12% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$1,116,791

Up $233,027 (+26%) from 2015

Net Assets

Up

$1,104,630

Up $224,032 (+25%) from 2015

Liabilities

Up

$12,161

Up $8,995 (+284%) from 2015

Revenue

Down

$1,137,451

Down $401,079 (-26%) from 2015

Expenses

Down

$913,419

Down $921,287 (-50%) from 2015

Net Income

Up

$224,032

Up $520,208 (+176%) from 2015

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,997,641Liabilities 2011: $789,931Net Assets 2011: $1,207,7102011Assets 2012: $2,290,925Liabilities 2012: $791,250Net Assets 2012: $1,499,6752012Assets 2013: $2,842,755Liabilities 2013: $1,162,721Net Assets 2013: $1,680,0342013Assets 2014: $1,593,488Liabilities 2014: $416,714Net Assets 2014: $1,176,7742014Assets 2015: $883,764Liabilities 2015: $3,166Net Assets 2015: $880,5982015Assets 2016: $1,116,791Liabilities 2016: $12,161Net Assets 2016: $1,104,6302016Assets 2017: $1,103,859Liabilities 2017: $2,799Net Assets 2017: $1,101,0602017Assets 2018: $1,087,419Liabilities 2018: $2,799Net Assets 2018: $1,084,6202018Assets 2019: $2,036,132Liabilities 2019: $8,359Net Assets 2019: $2,027,7732019Assets 2020: $2,169,038Liabilities 2020: $20,814Net Assets 2020: $2,148,2242020Assets 2021: $2,144,927Liabilities 2021: $26,748Net Assets 2021: $2,118,1792021Assets 2022: $2,091,632Liabilities 2022: $40,902Net Assets 2022: $2,050,7302022Assets 2023: $1,807,973Liabilities 2023: $35,841Net Assets 2023: $1,772,1322023

Highlighted filing

2016

Assets$1,116,791
Liabilities$12,161
Net Assets$1,104,630

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $932,342Expenses 2011: $674,332Net Income 2011: $258,0102011Expenses 2012: $640,4732012Revenue 2013: $4,133,670Expenses 2013: $3,953,311Net Income 2013: $180,3592013Revenue 2014: $965,354Expenses 2014: $1,101,590Net Income 2014: -$136,2362014Revenue 2015: $1,538,530Expenses 2015: $1,834,706Net Income 2015: -$296,1762015Revenue 2016: $1,137,451Expenses 2016: $913,419Net Income 2016: $224,0322016Revenue 2017: $865,943Expenses 2017: $869,513Net Income 2017: -$3,5702017Revenue 2018: $777,811Expenses 2018: $794,251Net Income 2018: -$16,4402018Revenue 2019: $1,822,935Expenses 2019: $879,782Net Income 2019: $943,1532019Revenue 2020: $716,271Expenses 2020: $604,261Net Income 2020: $112,0102020Revenue 2021: $527,481Expenses 2021: $557,526Net Income 2021: -$30,0452021Revenue 2022: $854,413Expenses 2022: $890,055Net Income 2022: -$35,6422022Revenue 2023: $746,072Expenses 2023: $1,240,983Net Income 2023: -$494,9112023

Highlighted filing

2016

Revenue$1,137,451
Expenses$913,419
Net Income$224,032
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 10, 2017
Return Version
2016v3.0
Gross Receipts
$1,238,789
Mission and Program Overview

Mission

To protect and improve the quality of life in our communities through community partnerships, community service programs and life safety education.

To protect and improve the quality of life in our communities through community partnerships, community service programs and fire and life safety education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$832,893$1,057,242▲ $224,349
Other Notes and Loans Receivable, Net$15,000$15,000→ $0
Accounts Receivable$2,028$6,980▲ $4,952
Land, Buildings, and Equipment, Net$4,038$3,173▼ $865
Total Assets$883,764$1,116,791▲ $233,027
Other Assets Total$29,805$34,396▲ $4,591
Liabilities
Grants Payable-$5,476-
Accounts Payable and Accrued Expenses$367$3,886▲ $3,519
Other Liabilities$2,799$2,799→ $0
Total Liabilities$3,166$12,161▲ $8,995
Net Assets / Fund Balance
Unrestricted Net Assets$880,598$1,104,630▲ $224,032
Total Net Assets Fund Balance$880,598$1,104,630▲ $224,032
Total Liabilities and Net Assets / Fund Balance$883,764$1,116,791▲ $233,027

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$3,173$1,153$4,326
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steve BeuerleinPresidentPT-$73,694$73,694
Bryan WillinghamVice PresidentPT-$38,745$38,745
Don JongewaardDirector--$31,792$31,792
Ray MaioneDirector--$26,724$26,724
Anthony ButchDirector--$25,792$25,792
Mike PallasDirector--$25,792$25,792
Pj DeanSecretaryPT-$24,716$24,716
Phil EnoDirector--$24,395$24,395
Russ KirkDirector--$19,896$19,896
Ben LindquistTreasurerPT$8,238$6,888$15,126
Tyson BruderDirector--$9,058$9,058
Tim KnobbeDirector--$7,063$7,063
Paul MedinaDirector--$6,563$6,563
Mark HermannDirector--$6,363$6,363
Mike BrannanDirector--$6,313$6,313
Tom CarettoDirector--$5,813$5,813
Gordon CunninghamDirector--$4,263$4,263
Tim WestDirector--$3,563$3,563
Brad WhitleyDirector--$3,063$3,063
Chad KortmanDirector--$3,063$3,063
Eric AriasDirector--$3,063$3,063
John DeanDirector--$3,063$3,063
Keith TurnerDirector--$3,063$3,063
Samuel GibbsDirector--$3,063$3,063
Scott OnyettDirector--$3,063$3,063
Tommy ReeveDirector--$3,063$3,063

Highest Paid Contractors

ContractorServicesLocationCompensation
Fr Carl G CarlozziCounseling10801 E HAPPY VALLEY RD 53, Scottsdale, AZ 85255$126,400
Revenue and Support

Revenue Composition

Contributions and Grants
$990,301
Program Service Revenue
$76,059
Investment Income
$900
Other Revenue
$70,191
All Other Contributions
$787,778
Change in Net Assets
$224,032
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$604,672
Other Expenses$295,998
Salaries, Compensation, and Employee Benefits$12,749
Total Fundraising Expense$7,847
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$464,030--$464,030
Fees for Services Other$160,925--$160,925
Grants to Domestic Individuals$140,642--$140,642
Other Expenses$32,769-$52$32,769
Information Technology$29,189-$1,200$30,389
Conferences and Meetings$11,919$414$200$12,533
Current Officers, Directors, Trustees, and Key Employees-$5,119$4,119$9,238
Travel$5,251-$148$5,399
Office Expenses$1,386$3,251$218$4,855
Fees for Services Accounting-$4,487-$4,487
Other Salaries and Wages$2,500--$2,500
Advertising--$1,500$1,500
Payroll Taxes$191$410$410$1,011
Depreciation Depletion-$865-$865
Interest-$30-$30
Total Functional Expenses$890,996$14,576$7,847$913,419
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Foundation for Burns and Trama Inc Dba Az Burn FoundationPhoenix, AZ501 (c) (3)General Support$181,394
Muscular Dystrophy AssociationTucson, AZ501 (c) (3)To Assist With the Costs of Health Care and Support Services for Persons With Muscular Dystrophy, Especially Children.$10,000
State of ArizonaPhoenix, AZ501 (c) (3)Design and Construction Cost of Fallen Firefighters and Paramedics Memorial, Including Ongoing Repair and Maintenance as Established by House Bill 2136 and Arizona Revised Statutes 41-1363.$6,000
Best Buddies International IncPhoenix, AZ501 (c) (3)To Create Opportunities for One-to-one Friendships, Integrated Employment and Leadership Development for People With Intellectual and Developmental Disabilities.$5,000
Foundation for Those Without a VoiceGlendale, AZ501 (c) (3)To Assist in the Goal to Improve the Quality of Life for Both Children and Animals That Suffer From Grim Situations Beyond Their Control.$5,000
The Arizona Branch of the International Dyslexia AssociationPhoenix, AZ501 (c) (3)General Support$5,000
American Heart AssociationDallas, TX501 (c) (3)General Support-
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$109,980
Fundraising Direct Expenses$73,989
Gaming Gross Income$35,710
Gaming Direct Expenses$4,735
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bass Fishing Tournament$33,701$24,100$558$23,542
Fire Fighters Ball$56,510$19,900$1,582$18,318
Total Events$194,890$109,980$73,989$35,991
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Greenwood Memorial Bench Accrual$2,799
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The membership of this corporation shall consist of only the regular salaried members of the phoenix, glendale, tempe, chandler and peoria fire departments who are in good standing with the united phoenix fire fighters union, local 493.

Form 990, Part VI, Section A, Line 7A

In conducting business of the association, each member is entitled to one vote.

Form 990, Part VI, Section A, Line 7B

Governance decisions are subject to approval by members.

Form 990, Part VI, Section B, Line 11B

The 990 is reviewed by the treasurer and accountant prior to filing.

Form 990, Part VI, Section B, Line 12C

Each director, principal officer and member of a committee with governing board delegated powers shall annually sign a statement which affirms such person: a. Has received a copy of the conflicts of interest policy, b. Has read and understands the policy, c. Has agreed to comply with the policy, and d. Understands the organization is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes procedures for addressing the conflict of interest: an interested person may make a presentation at the governing board of committee meeting, but after the presentation, he/she shall leave the meeting during the discussion of, and the vote on, the transaction or arrangement involving the possible conflict of interest.

Form 990, Part VI, Section B, Line 15

The organization's process for determining compensation includes a review and approval by independent persons, comparability data, and recording of the discussion and the decision.

Form 990, Part VI, Section C, Line 18

The organization will make their application for recognition of exemption and annual information returns available upon request without charge except for a nominal fee for reproduction and actual postage costs. Annual information returns will be available for three years after filing.

Form 990, Part VI, Section C, Line 19

If the governing documents and conflict of interest policy of the organization are subject to federal or state public disclosure rules, these documents will be made publicly available as applicable law may require. Otherwise, the governing documents and conflict of interest policy will be provided to the public at the discretion of management.

Filing and Contact Details

Filer

Filer Name
United Phoenix Fire Fighters
EIN
86-6053047
Phone
6022771500
Address
61 EAST COLUMBUS AVENUE SUITE 200, PHOENIX, AZ 85012

Signing Officer

Name
Ben Lindquist
Title
Treasurer
Phone
6022771500
Signed
2017-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Beuerlein
Formed
1964
Legal Domicile
Az
Voting Board Members
26
Independent Board Members
0
Employees
2
Volunteers
1,000

Preparer

Firm
Monica J Stern CPA Pllc
Address
11225 NORTH 28TH DRIVE SUITE A100, PHOENIX, AZ 85029-5608
Preparer
Monica J Stern CPA
Phone
6026748226
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Chaplin services: program service expenses 129,900. Management and general expenses 0. Fundraising expenses 0. Total expenses 129,900. Instructors: program service expenses 600. Management and general expenses 0. Fundraising expenses 0. Total expenses 600. Honor guard: program service expenses 30,425. Management and general expenses 0. Fundraising expenses 0. Total expenses 30,425.

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IRS990/Form990PartVIISectionAGrp/PersonNm1PJ DEAN
IRS990/Form990PartVIISectionAGrp/PersonNm2BRYAN WILLINGHAM
IRS990/Form990PartVIISectionAGrp/PersonNm3BEN LINDQUIST
IRS990/Form990PartVIISectionAGrp/PersonNm4SCOTT ONYETT
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN DEAN
IRS990/Form990PartVIISectionAGrp/PersonNm6KEITH TURNER
IRS990/Form990PartVIISectionAGrp/PersonNm7MIKE BRANNAN
IRS990/Form990PartVIISectionAGrp/PersonNm8GORDON CUNNINGHAM
IRS990/Form990PartVIISectionAGrp/PersonNm9MIKE PALLAS
IRS990/Form990PartVIISectionAGrp/PersonNm10ANTHONY BUTCH
IRS990/Form990PartVIISectionAGrp/PersonNm11MARK HERMANN
IRS990/Form990PartVIISectionAGrp/PersonNm12TOM CARETTO
IRS990/Form990PartVIISectionAGrp/PersonNm13SAMUEL GIBBS
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IRS990/Form990PartVIISectionAGrp/PersonNm15PHIL ENO
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IRS990/Form990PartVIISectionAGrp/PersonNm19PAUL MEDINA
IRS990/Form990PartVIISectionAGrp/PersonNm20TYSON BRUDER
IRS990/Form990PartVIISectionAGrp/PersonNm21ERIC ARIAS
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IRS990/Form990PartVIISectionAGrp/PersonNm23TIM KNOBBE
IRS990/Form990PartVIISectionAGrp/PersonNm24TIM WEST
IRS990/Form990PartVIISectionAGrp/PersonNm25TOMMY REEVE
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IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
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IRS990/MissionDesc0TO PROTECT AND IMPROVE THE QUALITY OF LIFE IN OUR COMMUNITIES THROUGH COMMUNITY PARTNERSHIPS, COMMUNITY SERVICE PROGRAMS AND LIFE SAFETY EDUCATION.
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IRS990/PartialLiquidationInd00

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