2024-05-13T07:43:48-05:00 2023-06-30 540737372 PBMARES LLP 12150 MONUMENT DRIVE SUITE 350 FAIRFAX VA 22033 990 2022-07-01 541087526 OCCOQUAN-WOODBRIDGE-LORTON VOLUNTEER FIRE DEPARTMENT OCCO 7034942319 910 HIGHAMS COURT WOODBRIDGE VA 22191 DEBRA HAIGHT TREASURER 7034942319 2024-05-10 1 DEBRA HAIGHT 999009999 0 EDWARD T YODER CPA P00239134 7033858577 2024-05-10 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DEBRA HAIGHT 910 HIGHAMS COURT WOODBRIDGE VA 22191 4519975 0 X OWLVFD.ORG X 1938 VA THE OCCOQUAN-WOODBRIDGE-LORTON VOLUNTEER FIRE DEPARTMENT STRIVES TO PROVIDE THE VERY BEST FIRE SUPPRESSION, EMERGENCY MEDICAL, TECHNICAL RESCUE, AND WATER RESCUE SERVICES TO THE CITIZENS AND VISITORS OF WOODBRIDGE, VA AND PRINCE WILLIAM COUNTY. 8 8 10 250 0 0 2936138 2606707 0 0 13319 1839549 93242 73719 3042699 4519975 11070 600 0 0 527847 424418 21583 13490 48038 2559751 2816282 3120251 3254790 -77552 1265185 12095962 12976279 620290 394902 11475672 12581377 THE OCCOQUAN-WOODBRIDGE-LORTON VOLUNTEER FIRE DEPARTMENT STRIVES TO PROVIDE THE VERY BEST FIRE SUPPRESSION EMERGENCY MEDICAL,TECHNICAL, RESCUE AND WATER RESCUE SERVICES TO THE CITIZENS AND VISITORS OF WOODBRIDGE, VIRGINIA AND PRINCE WILLIAM COUNTY. 0 0 2422884 600 92333 PROVIDED FIRE PROTECTION AND RESCUE SERVICES TO CITIZENS AND VISITORS OF WOODBRIDGE, VA AND PRINCE WILLIAM COUNTY THROUGH THREE OPERATING STATIONS 2422884 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 1 0 0 0 1 1 1 1 1 0 0 1 0 0 1 0 0 0 X OCCOQUAN-WOODBRIDGE-LORTON VOLUNTEER FIRE DEPT 7034942319 910 HIGHAMS COURT WOODBRIDGE VA 22191 BRENDA KUHN DIRECTOR THROUGH 12/31/23 5.00 X 0 0 0 KENNETH DEE GOTTMAN DIRECTOR AS OF 01/01/23 5.00 X 0 0 0 FRANK BRUNO DIRECTOR 5.00 X 0 0 0 JONATHAN BALDWIN DIRECTOR 5.00 X 0 0 0 MELISSA PAYNE DIRECTOR 5.00 X 0 0 0 MIKE CLARK DIRECTOR 5.00 X 0 0 0 NICOLE WILCOX DIRECTOR THROUGH 12/31/22 5.00 X 0 0 0 STEPHANIE POWERS DIRECTOR 5.00 X 0 0 0 STEVE SIMMONS DIRECTOR THROUGH 12/31/23 5.00 X 0 0 0 DAVID WILLIAMS PRESIDENT 25.00 X 0 0 0 SUSAN WESSOLLECK EXEC VP 5.00 X 3095 0 0 STACEY GODIN MEMBERSHIP SECRETARY 20.00 X 32200 0 0 DEBRA HAIGHT TREASURER 10.00 X 0 0 0 35295 0 0 0 0 0 0 0 513 2539398 66796 2606707 14549 14549 56386 0 56386 56386 56386 1825000 0 1825000 1825000 75000 1750000 OTHER INCOME 900099 17333 17333 17333 4519975 92333 0 1820935 600 600 60098 60098 253250 171240 82010 9982 6588 3394 66646 49680 16966 34442 18606 15836 15757 15757 32000 32000 13490 13490 975 975 10469 10469 85836 29654 55280 902 75931 10303 65628 228211 201292 26919 22586 22586 3615 1760 1855 1140245 837413 286532 16300 28773 21580 7193 REPAIRS AND MAINTENANCE 689441 672095 17346 UNIFORMS 177219 177219 EMERGENCY SUPPLIES AND 162886 162886 DEPARTMENTAL FUNCTIONS 95131 95131 47207 38407 8800 3254790 2422884 783868 48038 34479 27999 1335214 3299988 968019 808540 10924 1429 4754 2139 27871502 19035318 9742572 8836184 12095962 12976279 302326 179263 2964 5639 315000 210000 620290 394902 X 10507653 11772837 968019 808540 11475672 12581377 12095962 12976279 X 1265185 -159480 X X 1 X 0 1 0 X 77805 88846 67309 233960 2357482 2847292 2539398 7744172 60002 120276 177384 357662 2495289 3056414 2784091 8335794 8335794 90556 93380 70935 254871 7530 10429 17333 35292 8625957 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 569805 569805 5623672 4495912 1127760 10640577 5587011 5053566 8755111 7305446 1449665 2282337 1646949 635388 8836184 X 4640123 78261 41887 120148 4519975 0 4519975 3534418 237741 41887 279628 3254790 0 3254790 PART X, LINE 2: THE DEPARTMENT IS EXEMPT FROM FEDERAL INCOME TAX UNDER THE INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3) AND IS FURTHER CLASSIFIED AS A PUBLIC CHARITY UNDER 170(B)(1)(A)(VI). THE DEPARTMENT IS REQUIRED TO FILE INFORMATION RETURNS WITH THE IRS ANNUALLY. BUSINESS-TYPE ACTIVITIES UNRELATED TO THE DEPARTMENT'S TAX EXEMPTION ARE SUBJECT TO FEDERAL AND STATE INCOME TAXES. THE DEPARTMENT REPORTED NO UNRELATED BUSINESS-TYPE ACTIVITIES DURING THE FISCAL YEARS ENDED JUNE 30, 2023 AND 2022. AS SUCH, NO PROVISION FOR INCOME TAXES IS REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS. FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES, PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN. MANAGEMENT EVALUATED THE DEPARTMENT'S TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: EMPLOYER RETENTION CREDIT INCOME 116,890. GAIN ON SALE OF ASSETS -75,003. PART XII, LINE 2D - OTHER ADJUSTMENTS: ERC REDUCTION IN WAGES 116,890. GAIN ON SALE OF ASSETS -75,003. FORM 990, PART VI, SECTION A, LINE 2 TREASURER DEBRA HAIGHT IS AN ELECTED OFFICER THAT ADVISES THE BOARD. AS OF FEBRUARY 2022, WAYNE HAIGHT, HER HUSBAND, WAS ELECTED TO THE POSITION OF OWL VFD DEPARTMENT CHIEF. FORM 990, PART VI, SECTION A, LINE 6 THERE ARE SEVEN REGULAR CLASSES OF MEMBERS: PROBATIONARY, ACTIVE, INACTIVE, HONORARY, LIFE, ASSOCIATE AND TEMPORARY. TEMPORARY MEMBERS HAVE A VOICE, BUT NO VOTE, IN DEPARTMENT PROCEEDINGS. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS AND KEY OFFICERS ARE ELECTED BY THE MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7B A TWO-THIRDS MAJORITY OF THE ACTIVE MEMBERSHIP MAY VOTE TO OVERRULE THE LAWFUL DECISION OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990 IS REVIEWED BY THE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS ORGANIZATIONAL DOCUMENTS, FORMS 990 AND FINANCIAL STATEMENTS READILY AVAILABLE UPON REQUEST. FORM 990 PART VI LINE 15 THE BOARD OF DIRECTORS, OFFICERS AND CHIEF ARE ELECTED BY THE MEMBERSHIP AT THE ANNUAL MEETING. ALL ARE VOLUNTEERS THEREFORE THERE IS NO SALARY OR COMPENSATION REVIEW. FORM 990, PART XI, LINE 9: RIGHT OF USE ASSET -159,480. ERC INCOME FORM 990 PART VI LINE 15 THE ORGANIZATION OPERATES UNDER THE RULES OF PROCUREMENT FOR PRINCE WILLIAM COUNTY, VIRGINIA. PRINCE WILLIAM COUNTY HAS A COMPETITIVE BID CONTRACT FOR FINANCIAL AUDIT AND REVIEW SERVICES, WHICH ARE REQUIRED EVERY THREE YEARS, AND AWARDED A FIRM. THE BOARD OVERSEES THE FIRM SELECTED BY PRINCE WILLIAM COUNTY. FORM 990 PART VIII, LINE 6A RENTAL INCOME IS NOT DERIVED FROM RENTING LAND THAT IS DEBT FINANCED, THUS IS NOT CONSIDERED UNRELATED BUINESS INCOME. THE RENTED LAND IS LEASED. IT IS EXCLUDED UNDER SECT 512-514.