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Palm Beach County Firefighters Rertirement Insurance Fund

Carroll Donald B Ttee
  • West Palm Bch, FL
  • Tax-exempt since Sept. 1998
  • EIN: 65-0739528

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$13.8M (2024)

Expenses
$6.25M (2024)

Total Assets
$123M (2024)

Total Liabilities
$8.63M (2024)

Years with multiple filings
Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$13,751,920
Expenses
$6,247,085
Net Income
$7,504,835
Net Assets
$113,896,509
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,540,575
54.8%
Investment Income $6,598,800
48.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$387,455
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $13,784
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $122,528,249
Total Liabilities $8,631,740
Net Assets $113,896,509
Compensation
Key Employees and Officers Compensation Related Other
Michael Bergeron (Adm. Manager) $13,784 $0 $0
Rick Rhodes (Chairman) $0 $0 $0
David Horowitz (Trustee) $0 $0 $0
John Flaherty (Trustee) $0 $0 $0
David Toohey (Trustee) $0 $0 $0
James Berry (Trustee) $0 $0 $0
William Gerlach (Trustee) $0 $0 $0
Michael Baselice (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 6, 2025

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,817,154
Expenses
$6,014,895
Net Income
$5,802,259
Net Assets
$99,558,062
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,941,939
58.7%
Investment Income $5,239,195
44.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$363,980
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $13,449
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $107,508,843
Total Liabilities $7,950,781
Net Assets $99,558,062
Compensation
Key Employees and Officers Compensation Related Other
Michael Bergeron (Adm. Manager) $13,449 $0 $0
Rick Rhodes (Chairman) $0 $0 $0
David Horowitz (Trustee) $0 $0 $0
John Flaherty (Trustee) $0 $0 $0
David Toohey (Trustee) $0 $0 $0
James Berry (Trustee) $0 $0 $0
William Gerlach (Trustee) $0 $0 $0
Michael Baselice (Alternate) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 18, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,462,836
Expenses
$5,852,993
Net Income
$2,609,843
Net Assets
$86,883,333
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,726,704
79.5%
Investment Income $3,421,974
40.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,685,902
Net Inventory Sales $0
Other Revenue $60
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $13,058
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $94,209,667
Total Liabilities $7,326,334
Net Assets $86,883,333
Compensation
Key Employees and Officers Compensation Related Other
Michael Bergeron (Adm. Manager) $13,058 $0 $0
Rick Rhodes (Chairman) $0 $0 $0
David Horowitz (Trustee) $0 $0 $0
John Flaherty (Trustee) $0 $0 $0
James Berry (Trustee) $0 $0 $0
William Gerlach (Trustee) $0 $0 $0
Michael Baselice (Alternate) $0 $0 $0
David Toohey (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 14, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,881,685
Expenses
$5,594,732
Net Income
$4,286,953
Net Assets
$102,984,600
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $47,208
0.5%
Investment Income $10,276,445
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$441,968
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $12,460
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $110,048,759
Total Liabilities $7,064,159
Net Assets $102,984,600
Compensation
Key Employees and Officers Compensation Related Other
Michael Bergeron (Adm. Manager) $12,460 $0 $0
Michael Baselice (Trustee) $0 $0 $0
Jim Berry (Trustee) $0 $0 $0
John Flaherty (Trustee) $0 $0 $0
William Gerlach (Trustee) $0 $0 $0
David Horowitz (Trustee) $0 $0 $0
Rick Rhodes (Chairman) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 14, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,026,349
Expenses
$13,993
Net Income
$6,012,356
Net Assets
$95,581,662
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,025,766
100.0%
Investment Income $583
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $2,850
20.4%
Assets/Debt
Total Assets $95,687,446
Total Liabilities $105,784
Net Assets $95,581,662

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Sept.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,726,832
Expenses
$5,168,966
Net Income
$4,557,866
Net Assets
$80,297,944
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,812,118
59.8%
Investment Income $3,115,001
32.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $799,713
8.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $11,400
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $81,645,278
Total Liabilities $1,347,334
Net Assets $80,297,944
Compensation
Key Employees and Officers Compensation Related Other
Michael Bergeron (Adm. Manager) $11,400 $0 $0
Michael Baselice (Trustee) $0 $0 $0
Jim Berry (Trustee) $0 $0 $0
John Flaherty (Trustee) $0 $0 $0
William Gerlach (Trustee) $0 $0 $0
David Horowitz (Trustee) $0 $0 $0
Jeff Newsome (Trustee) $0 $0 $0
Rick Rhodes (Chairman) $0 $0 $0
+ View more people

Document Links

990
Filed on July 22, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Sept.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,653,727
Expenses
$4,893,398
Net Income
$4,760,329
Net Assets
$72,080,683
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,362,379
55.5%
Investment Income $4,181,860
43.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $109,488
1.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $11,400
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $73,293,389
Total Liabilities $1,212,706
Net Assets $72,080,683
Compensation
Key Employees and Officers Compensation Related Other
Michael Bergeron (Adm. Manager) $11,400 $0 $0
Rick Rhodes (Chairman) $0 $0 $0
David Horowitz (Trustee) $0 $0 $0
John Flaherty (Trustee) $0 $0 $0
Jim Berry (Trustee) $0 $0 $0
Craig Gerlach (Trustee) $0 $0 $0
Michael Baselice (Trustee) $0 $0 $0
Jeff Newsome (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on May 26, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,944,001
Expenses
$4,063,599
Net Income
$4,880,402
Net Assets
$68,294,345
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,287,973
59.1%
Investment Income $3,624,539
40.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $30,952
0.3%
Net Inventory Sales $0
Other Revenue $537
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $11,400
0.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $69,639,048
Total Liabilities $1,344,703
Net Assets $68,294,345
Compensation
Key Employees and Officers Compensation Related Other
Michael Bergeron (Adm. Manager) $11,400 $0 $0
Rick Rhodes (Chairman) $0 $0 $0
David Horowitz (Trustee) $0 $0 $0
John Flaherty (Trustee) $0 $0 $0
Jim Berry (Trustee) $0 $0 $0
Craig Gerlach (Trustee) $0 $0 $0
Michael Baselice (Trustee) $0 $0 $0
Jeff Newsome (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 6, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,846,829
Expenses
$3,696,177
Net Income
$4,150,652
Net Assets
$60,726,254
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,168,221
65.9%
Investment Income $2,042,754
26.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $635,854
8.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $11,400
0.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $61,633,039
Total Liabilities $906,785
Net Assets $60,726,254
Compensation
Key Employees and Officers Compensation Related Other
Michael Bergeron (Adm. Manager) $11,400 $0 $0
Rick Rhodes (Chairman) $0 $0 $0
David Horowitz (Trustee) $0 $0 $0
John Flaherty (Trustee) $0 $0 $0
Jim Berry (Trustee) $0 $0 $0
William Gerlach (Trustee) $0 $0 $0
Michael Baselice (Trustee) $0 $0 $0
Scott Bielecky (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on April 23, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,621,967
Expenses
$3,293,337
Net Income
$3,328,630
Net Assets
$51,991,230
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,876,193
73.6%
Investment Income $1,743,065
26.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,912
0.0%
Net Inventory Sales $0
Other Revenue $797
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $11,400
0.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $52,053,766
Total Liabilities $62,536
Net Assets $51,991,230
Compensation
Key Employees and Officers Compensation Related Other
Michael Bergeron (Trustee/Trea) $11,400 $0 $0
Rick Rhodes (Trustee) $0 $0 $0
David Horowitz (Trustee) $0 $0 $0
John Flaherty (Trustee) $0 $0 $0
Mike Owens (Trustee) $0 $0 $0
Joaquin Hernandez (Trustee) $0 $0 $0
James Berry (Trustee) $0 $0 $0
Greg Gerlach (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on July 6, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,161,498
Expenses
$2,880,566
Net Income
$5,280,932
Net Assets
$46,114,565
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,740,927
58.1%
Investment Income $1,749,595
21.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,670,976
20.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $11,400
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $46,114,565
Total Liabilities $0
Net Assets $46,114,565
Compensation
Key Employees and Officers Compensation Related Other
Michael Bergeron (Trustee/Treasurer) $11,400 $0 $0
Jim Berry (Trustee) $0 $0 $0
William Gerlach (Trustee) $0 $0 $0
Richard Rhodes (Chairman) $0 $0 $0
Michael Owens (Trustee) $0 $0 $0
Joaquin Hernandez (Trustee) $0 $0 $0
Charles Lupo (Trustee) $0 $0 $0
David Horowitz (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 12, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,186,814
Expenses
$2,549,591
Net Income
$4,637,223
Net Assets
$45,143,161
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,541,432
63.2%
Investment Income $1,353,102
18.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,292,280
18.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $9,400
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $45,148,776
Total Liabilities $5,615
Net Assets $45,143,161
Compensation
Key Employees and Officers Compensation Related Other
Michael Bergeron (Trustee/Treasurer) $9,400 $0 $0
Jim Berry (Trustee) $0 $0 $0
William Gerlach (Trustee) $0 $0 $0
Richard Rhodes (Trustee) $0 $0 $0
Michael Owens (Trustee) $0 $0 $0
Joaquin Hernandez (Trustee) $0 $0 $0
Charles Lupo (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 24, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,346,436
Expenses
$2,238,898
Net Income
$5,107,538
Net Assets
$39,695,775
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,394,027
59.8%
Investment Income $1,316,820
17.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,635,589
22.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $6,600
0.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $39,708,402
Total Liabilities $12,627
Net Assets $39,695,775

Document Links

990
Filed on Jan. 9, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,379,813
Expenses
$1,806,063
Net Income
$4,573,750
Net Assets
$33,381,205
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,446,592
69.7%
Investment Income $909,196
14.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,024,025
16.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $6,600
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $33,381,205
Total Liabilities $0
Net Assets $33,381,205

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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