Nonprofit · EIN 65-0739528
PALM BEACH COUNTY FIREFIGHTERS RERTIREMENT INSURANCE FUND
Also known as CARROLL DONALD B TTEE
Tax-exempt · WEST PALM BCH, FL 33411
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $13,751,920 | $6,247,085 | $7,504,835 | $122,528,249 | $8,631,740 | $113,896,509 |
| December 31, 2023 | 990 | $11,817,154 | $6,014,895 | $5,802,259 | $107,508,843 | $7,950,781 | $99,558,062 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $7,540,575
- Investment income
- $6,211,345
- Net gain from sales of assets
- -$387,455
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $5,974,668
- Compensation of officers, directors and key employees
- $13,784
- Salaries, compensation and benefits (total)
- $14,887
- Professional fundraising fees
- $0
- Legal fees
- $3,803
- Accounting fees
- $11,950
Balance sheet and other
- Total assets, start of year
- $107,508,843
- Total assets, end of year
- $122,528,249
- Total liabilities, end of year
- $8,631,740
- Net assets, end of year
- $113,896,509
- Publicly traded securities
- $111,926,758
- Net assets without donor restrictions
- $113,896,509
- Gross receipts
- $23,051,735
- Employees
- 1
- Year formed
- 1996
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL BERGERON | ADM. MANAGER Trustee or director | 20 | $13,784 |
| RICK RHODES | CHAIRMAN Trustee or director | 10 | $0 |
| DAVID HOROWITZ | TRUSTEE Trustee or director | 1 | $0 |
| JOHN FLAHERTY | TRUSTEE Trustee or director | 1 | $0 |
| DAVID TOOHEY | TRUSTEE Trustee or director | 1 | $0 |
| JAMES BERRY | TRUSTEE Trustee or director | 1 | $0 |
| WILLIAM GERLACH | TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL BASELICE | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL BERGERON | ADM. MANAGER Trustee or director | 20 | $13,449 |
| RICK RHODES | CHAIRMAN Trustee or director | 10 | $0 |
| DAVID HOROWITZ | TRUSTEE Trustee or director | 1 | $0 |
| JOHN FLAHERTY | TRUSTEE Trustee or director | 1 | $0 |
| DAVID TOOHEY | TRUSTEE Trustee or director | 1 | $0 |
| JAMES BERRY | TRUSTEE Trustee or director | 1 | $0 |
| WILLIAM GERLACH | TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL BASELICE | ALTERNATE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 7240 7TH PL N, WEST PALM BCH, FL 33411-3801
- In care of
- % MICHAEL BERGERON
- Principal officer (990 for 2024)
- MICHAEL BERGERON, 7240 7TH PLACE NORTH, WEST PALM BEACH, FL 33411
- Signed the 990
- MICHAEL BERGERON, ADM. MANAGER
- Phone
- (561) 969-6663
- Return prepared by
- KSDT & CO LLC
Mission
TO PROVIDE INSURANCE AND MEDICAL COST REIMBURSEMENTS AND OTHER RELATED BENEFITS TO FIREFIGHTERS RETIRED FROM PALM BEACH COUNTY, FL (EMPLOYER)
Program accomplishments
- TO PROVIDE INSURANCE AND MEDICAL COST REIMBURSEMENTS AND OTHER RELATED BENEFITS TO FIREFIGHTERS RETIRED FROM PALM BEACH COUNTY, FL (EMPLOYER)
- TO PROVIDE INSURANCE AND MEDICAL COST REIMBURSEMENTS AND OTHER RELATED BENEFITS TO FIREFIGHTERS RETIRED FROM PALM BEACH COUNTY, FL (EMPLOYER)
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 65-0739528
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1998
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $122,528,249
- Income (IRS master file)
- $23,051,735
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $13,751,920 | $6,247,085 | $122,528,249 | XML |
| 990 | December 2023 | $11,817,154 | $6,014,895 | $107,508,843 | XML |
| 990 | December 2022 | $8,462,836 | $5,852,993 | $94,209,667 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 65-0739528).
Questions about PALM BEACH COUNTY FIREFIGHTERS RERTIREMENT INSURANCE FUND
- What is the EIN of PALM BEACH COUNTY FIREFIGHTERS RERTIREMENT INSURANCE FUND?
- The employer identification number (EIN) of PALM BEACH COUNTY FIREFIGHTERS RERTIREMENT INSURANCE FUND is 65-0739528.
- Is PALM BEACH COUNTY FIREFIGHTERS RERTIREMENT INSURANCE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1998.
- Are donations to PALM BEACH COUNTY FIREFIGHTERS RERTIREMENT INSURANCE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PALM BEACH COUNTY FIREFIGHTERS RERTIREMENT INSURANCE FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PALM BEACH COUNTY FIREFIGHTERS RERTIREMENT INSURANCE FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PALM BEACH COUNTY FIREFIGHTERS RERTIREMENT INSURANCE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of PALM BEACH COUNTY FIREFIGHTERS RERTIREMENT INSURANCE FUND?
- The 990 for the year ended December 31, 2024 names MICHAEL BERGERON.
- Who are the officers and directors of PALM BEACH COUNTY FIREFIGHTERS RERTIREMENT INSURANCE FUND?
- The 990 for the year ended December 31, 2024 lists 8 people; 1 received compensation from the organization, the highest $13,784 (MICHAEL BERGERON, ADM. MANAGER).
- How much revenue does PALM BEACH COUNTY FIREFIGHTERS RERTIREMENT INSURANCE FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $13,751,920, expenses of $6,247,085 and total assets of $122,528,249 at year end.
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