W Palm Beach Assoc Of Firefighters Retiree Health Benefit Fund Tr, Sheppard Tom Et Al Ttee in Greenacres, Florida (FL)

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W Palm Beach Assoc Of Firefighters Retiree Health Benefit Fund Tr, Sheppard Tom Et Al Ttee
Employer Identification Number (EIN)161628464
Name of OrganizationW Palm Beach Assoc Of Firefighters Retiree Health Benefit Fund Tr
Secondary NameSheppard Tom Et Al Ttee
Address3900 Woodlake Blvd Ste 212, Greenacres, FL 33463-3010
SubsectionVoluntary Employees' Beneficiary Association (Non-Govt. Emps.)
Ruling Date05/2007
DeductibilityContributions are not deductible
FoundationAll organizations except 501(c)(3)
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period03/2013
Assets$5,000,000 to $9,999,999
Income$500,000 to $999,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$5,384,193
Amount of Income$554,744
Form 990 Revenue Amount$554,744
National Taxonomy of Exempt Entities (NTEE)Mutual/Membership Benefit Organizations, Other: Voluntary Employees Beneficiary Associations (Non-Government)


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Amount of income in 2013: $554,744
W Palm Beach Assoc Of Firefighters Retiree Health Benefit Fund Tr, Sheppard Tom Et Al Ttee: 

 $554,744
Other organizations performing similar types of work: 

 $15,570,795

Assets in 2013: $5,384,193
This organization: 

 $5,384,193
Other organizations performing similar types of work: 

 $11,472,741

Expenses in 2006: $220,514
This organization: 

 $220,514
Other organizations performing similar types of work: 

 $9,889,885

Income to expenses ratio in 2006: 2.8
W Palm Beach Assoc Of Firefighters Retiree Health Benefit Fund Tr, Sheppard Tom Et Al Ttee: 

 2.8
Other organizations performing similar types of work: 

 1.0

Financial snapshot ($)

Revenue for 2006

Assets at end of 2006

Income-Producing Activities for 2006

Revenue, Expenses, and Changes in Net Assets or Fund Balances
2006
Total revenue$627,467
Contributions, gifts, grants, and similar amounts received$0
Contributions to donor advised funds$0
Direct public support$0
Indirect public support$0
Government contributions (grants)$0
Program service revenue including government fees and contracts$568,015
Membership dues and assessments$0
Interest on savings and temporary cash investments$2,991
Dividends and interest from securities$56,382
Net rental income or (loss)$0
Gross rents$0
Less: rental expenses$0
Other investment income$0
Gain or (loss) from sales of assets other than inventory$79
Gross amount from sales of assets other than inventory$79
Less: cost or other basis and sales expenses$0
Net income or (loss) from special events and activities$0
Gross revenue$0
Less: direct expenses other than fundraising expenses$0
Gross profit or (loss) from sales of inventory$0
Gross sales of inventory, less returns and allowances$0
Less: cost of goods sold$0
Other revenue$0
Total expenses$220,514
Program services$0
Management and general$0
Fundraising$0
Payments to affiliates$0
Net assets or fund balances at end of year$-6,136,642
Excess or (deficit) for the year$406,953
Net assets or fund balances at beginning of year$-5,575,853
Other changes in net assets or fund balances$-967,742
Statement of Functional Expenses (for 2006)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$220,514$0$0$0
Grants paid from donor advised funds$0
Other grants and allocations$0
Specific assistance to individuals$0
Benefits paid to or for members$203,116
Compensation of current officers, directors, key employees, etc.$2,400$0$0$0
Compensation of former officers, directors, key employees, etc.$0$0$0$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0$0$0
Salaries and wages of employees not included above$0$0$0$0
Pension plan contributions not included above$0$0$0$0
Employee benefits not included above$0$0$0$0
Payroll taxes$205$0$0$0
Professional fundraising fees$0$0$0$0
Accounting fees$3,865$0$0$0
Legal fees$10,857$0$0$0
Supplies$0$0$0$0
Telephone$0$0$0$0
Postage and shipping$0$0$0$0
Occupancy$0$0$0$0
Equipment rental and maintenance$0$0$0$0
Printing and publications$0$0$0$0
Travel$0$0$0$0
Conferences, conventions, and meetings$0$0$0$0
Interest$0$0$0$0
Depreciation, depletion, etc.$0$0$0$0
Other expenses not covered above$71$0$0$0
Balance Sheets
2006
Total assets$2,189,905
Cash - non-interest-bearing$57,353
Savings and temporary cash investments$0
Accounts receivable less allowance for doubtful accounts$0
Pledges receivable less allowance for doubtful accounts$0
Grants receivable$0
Receivables from current and former officers, directors, trustees, and key employees$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0
Other notes and loans receivable less allowance for doubtful accounts$0
Inventories for sale or use$0
Prepaid expenses and deferred charges$0
Investments - publicly-traded securities$2,132,552
Investments - other securities$0
Investments - land, buildings, and equipment less accumulated depreciation$0
Investments - other$0
Land, buildings, and equipment less accumulated depreciation$0
Other assets, including program-related investments$0
Total liabilities$8,326,547
Accounts payable and accrued expenses$28,703
Grants payable$0
Deferred revenue$0
Loans from officers, directors, trustees, and key employees$0
Tax-exempt bond liabilities$0
Mortgages and other notes payable$0
Other liabilities$8,297,844
Total liabilities and net assets/fund balances$2,189,905
Total net assets or fund balances$-6,136,642
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
2006
Total revenue$627,467
Total revenue, gains, and other support per audited financial statements$747,932
Other expenses$120,465
Net unrealized gains on investments$120,465
Donated services and use of facilities$0
Recoveries of prior year grants$0
Other$0
Other revenue$0
Investment expenses$0
Other$0
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
2006
Total expenses$220,514
Total expenses and losses per audited financial statements$220,514
Other revenue$0
Donated services and use of facilities$0
Prior year adjustments$0
Losses$0
Other$0
Other expenses$0
Investment expenses$0
Other$0
Current Officers, Directors, Trustees, and Key Employees
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings7
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?No
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?No
Does the organization have a written conflict of interest policy?No
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?No
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?No
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?No
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?No
Number of employees employed in the pay period that includes March 12, 20060
Analysis of Income-Producing Activities (for 2006)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$0$59,373$568,094
Program service revenue
Program service revenue 1000000$000$0$568,015
Program service revenue 2000000$000$0$0
Program service revenue 3000000$000$0$0
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$0
Interest on savings and temporary cash investments000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$2,991$0
Dividends and interest from securities000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$56,382$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$000$0$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$0
Gain or (loss) from sales of assets other than inventory000000$000$0$79
Net income or (loss) from special events000000$000$0$0
Gross profit or (loss) from sales of inventory000000$000$0$0
Other revenue000000$000$0$0
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2006)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
0%$0$0
0%$0$0
0%$0$0
0%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2006)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$0$0$0
$0$0$0
$0$0$0
$0$0$0
$0$0$0
Total number of other employees paid over $50,0000
Statements About Activities (for 2006)
Expenses paid or incurred in connection with the lobbying activities$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?
Did the organization maintain any donor advised funds?
Did the organization make any taxable distributions under section 4966?
Did the organization make a distribution to a donor, donor advisor, or related person?
Enter the total number of donor advised funds owned at the end of the tax year$0
Enter the aggregate value of assets held in all donor advised funds owned at the end of the tax year$0
Enter the total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts$0
Enter the aggregate value of assets held in all funds or accounts included above at the end of the tax year$0
Reason for Non-Private Foundation Status
The organization is not a private foundation because it is
Support Schedule
2005
Total$0
Gifts, grants, and contributions received$0
Membership fees received$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$0
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$0
Net income from unrelated business activities not included above$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0
Other income$0
Lobbying Expenditures by Electing Public Charities (for 2006)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
Statements Regarding Other IRS Filings and Tax Compliance (for 2012)
Did the organization have unrelated business gross income of $1,000 or more during the year?No
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities $0
Gross income from members or shareholders$0
Gross income from other sources$0
Statement of Revenue (for 2012)
Total revenue$750,934
Contributions, Gifts, Grants and Other Similar Amounts$0
Program Service Revenue$618,700
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$124,944
Income from investment of tax-exempt bond proceeds$0
Royalties$0
Net rental income$0
Net gain from sales of assets other than inventory$7,290
Gross amount from sales of assets other than inventory (Securities / Other)$7,290 / $0
Less: cost or other basis and sales expenses (Securities / Other)$0 / $0
Gain or (loss) (Securities / Other)$7,290 / $0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous Revenue$0
Statement of Functional Expenses (for 2012)
Total functional expenses$451,883
Compensation of current officers, directors, trustees, and key employees$1,200
Other salaries and wages$1,305
Payroll taxes$2,146
Professional fundraising services$0
Other$447,232
Balance Sheet (for 2012)
Total assets$4,943,107
Total liabilities$12,116,786
Tax-exempt bond liabilities$0
Secured mortgages and notes payable to unrelated third parties$0
Unsecured notes and loans payable to unrelated third parties$0
Other$12,116,786
Total net assets or fund balances$-7,173,679
Retained earnings, endowment, accumulated income, or other funds$0
Reason for Public Charity Status (for 2012)
The organization is not a private foundation because it is:Not provided
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1Employee Welfr Benft Pln Tr Of Fpl Grp Inc & Its Afflt Incl Fl Powr &700 Universe Blvd Ste Hrb/Jb, Juno Beach, FL 33408-2657FL1988-02$220,172,740
2G M P-Employers Retiree Trust5245 Big Pine Way Se, Ft Myers, FL 33907-5924FL1966-06$156,655,679
3Ryder System Inc Health & Welfare Benefit TrPO BOX 1908, Orlando, FL 32802-1908FL1993-10$87,204,232
4Welfare Trust For G4s Secure Solutions Usa Inc And Affiliates1395 University Blvd, Jupiter, FL 33458-5289FL1988-06$83,254,203
5American Maritime Officers Vacation Plan2 W Dixie Hwy, Dania Beach, FL 33004-4312FL1966-11$79,307,925
6American Maritime Officers Medical Plan2 W Dixie Hwy, Dania Beach, FL 33004-4312FL1951-10$46,809,812
7Health First Inc Welfare Benefit Plan3300 Fiske Blvd, Rockledge, FL 32955-4306FL$39,252,016
8Florida Bankers Insurance Trust610 Crescent Executive Ct, Lake Mary, FL 32746-2110FL1964-04$26,347,666
9South Atlanta Ila Employers District Escrow Fund1336 Haines St, Jacksonville, FL 32206-6036FL1982-05$21,228,099
10International Longshoremens Assn Employees Welfare FundPO BOX 13980, Miami, FL 33101-3980FL1960-09$20,612,236
11South Atlantic Ila Employers Vacation And Holiday Fund1336 Haines St, Jacksonville, FL 32206-6036FL1982-03$20,170,632
12Iap Worldwide Services Employee Welfare Benefit Trust7315 N Atlantic Ave, Cape Canaveral, FL 32920FL1993-09$19,289,896
13Plumbers & Pipefitters Local 630 Health & Welfare Fund2010 Nw 150th Ave Ste 100, Pembroke Pines, FL 33028-2805FL1963-05$17,338,785
14Board Of Trustees South Florida Hotel & Culinary Employees Welfare2010 Nw 150th Avenue Suite 100, Pembroke Pines, FL 33028-2805FL1980-11$16,920,824
15Plumbers And Fitters Local Union 295 Health & Welfare Fund8657 Baypine Rd Bldg 5-Ste 200, Jacksonville, FL 32256-8634FL1960-10$10,992,289
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17Benihana Voluntary Employee Benefit Association Trust8750 Nw 36th St Ste 300, Doral, FL 33178-2499FL1988-02$10,321,649
18Stein Mart Inc Benefits TrustJacksonville, FL 32207FL$9,896,626
19Harris Corp Employee Benefit Tr1025 W Nasa Blvd, Melbourne, FL 32919-0001FL1986-01$9,167,150
20United States Sugar Corp Health Care Plan & Tr, Mccallum John T Ttee111 Ponce De Leon Ave, Clewiston, FL 33440-3032FL1994-03$8,861,102
Number of organizations performing similar types of work
Alaska4
Alabama13
Arkansas6
Arizona19
California217
Colorado18
Connecticut44
District of Columbia24
Delaware7
Florida38
Georgia43
Hawaii21
Iowa25
Idaho5
Illinois218
Indiana47
Kansas19
Kentucky23
Louisiana10
Massachusetts81
Maryland58
Maine4
Michigan96
Minnesota80
Missouri75
Mississippi6
Montana7
North Carolina45
North Dakota6
Nebraska12
New Hampshire5
New Jersey128
New Mexico3
Nevada18
New York325
Ohio132
Oklahoma12
Oregon38
Pennsylvania205
Rhode Island20
South Carolina6
South Dakota2
Tennessee46
Texas113
Utah16
Virginia28
Vermont1
Washington65
Wisconsin61
West Virginia12
Wyoming1
International1
Total2,509

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