2025-10-08T12:15:14-05:00 2024-12-31 411504933 LB CARLSON LLP 605 HIGHWAY 169 SUITE 650 MINNEAPOLIS MN 55441 990 2024-01-01 416040236 SAVAGE FIRE DEPARTMENT FIREMEN'S RELIEF & PENSION ASSOCIATION SAVA 9528822689 14321 OCONNELL ROAD SAVAGE MN 55378 STEVE GOEBEL PRESIDENT 9528822689 2025-10-02 1 0 VICTORIA L HOLINKA P00735616 7635358150 2025-10-02 2024 2025-03-06 01:10:19Z STEVE GOEBEL 14321 OCONNELL ROAD SAVAGE MN 55378 416908 0 X N/A X 1958 MN TO MONITOR AND DISBURSE FIREPERSON PENSIONS 6 5 0 33 0 0 276876 301033 0 0 107837 115875 0 0 384713 416908 0 0 747839 383858 3000 2000 0 0 0 87538 91590 838377 477448 -453664 -60540 7681580 8426008 8849 15192 7672731 8410816 TO PROVIDE RETIREMENT RELIEF AND OTHER BENEFITS TO ITS MEMBERS AND DEPENDENTS. 0 0 383858 TO COLLECT, INVEST, ACCOUNT FOR AND DISTRIBUTE PENSION FUNDS FOR A SPECIFIED FIREFIGHTERS GROUP. THE ORGANIZATION HAS 33 ACTIVE FIREFIGHTERS AND 37 BENEFICIARIES INCLUDING RETIREES OR WIDOWS CURRENTLY RECEIVING OR ENTITLED TO BENEFITS BUT NOT RECEIVING THEM YET. 383858 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 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 1 0 0 1 42 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 0 1 0 MN X RANDY BEH 9175133364 14321 OCONNELL ROAD SAVAGE MN 55378 AARON PRICE SECRETARY 1.00 X X 1000 0 0 STEVE GOEBEL PRESIDENT 1.00 X X 0 0 0 RYAN SCHULTZ VICE PRESIDENT 1.00 X X 0 0 0 RANDY BEH TREASURER 10.00 X X 0 0 0 TODD STAHL TRUSTEE 1.00 X 0 0 0 RACHEL STERN TRUSTEE 1.00 X 0 0 0 1000 0 0 0 0 0 0 0 13095 286699 1239 301033 115875 115875 416908 0 0 115875 383858 383858 1000 1000 1000 1000 43041 43041 7215 7215 3642 3642 844 844 PROFESSIONAL SERVICES 22141 22141 CHRISTMAS PARTY 8352 8352 PENELTIES 2511 2511 GIFTS AND DONATIONS 2167 2167 1677 1677 477448 383858 93590 0 16904 15703 145389 1403765 262980 75 3526697 2724160 3729610 4282305 7681580 8426008 8849 15192 8849 15192 X 16904 15778 0 0 7655827 8395038 7672731 8410816 7681580 8426008 -60540 798625 0 X X 0 1 X 1 0 1 1 0 0 MN STATE BOARD OF INVESTMENT - BALANCED FUND 4282305 F 4282305 X 1172492 798625 798625 373867 43041 43041 416908 434407 0 434407 43041 43041 477448 PART X, LINE 2: THE ASSOCIATION HAS BEEN CLASSIFIED AS TAX EXEMPT UNDER SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE. THE ASSOCIATION IS SUBJECT TO A TAX ON INCOME FROM ANY UNRELATED BUSINESS. THE ASSOCIATION IS SUBJECT TO THE RECOGNITION REQUIREMENTS FOR UNCERTAIN INCOME TAX POSITIONS AS REQUIRED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD ACCOUNTING STANDARDS CODIFICATION 740-10. INCOME TAX BENEFITS ARE RECOGNIZED FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, ONLY WHEN IT IS DETERMINED THAT THE INCOME TAX POSITION WILL MORE LIKELY THAN NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE ASSOCIATION HAS ANALYZED TAX POSITIONS TAKEN FOR FILING WITH THE INTERNAL REVENUE SERVICE AND THE STATE JURISDICTION WHERE IT OPERATES. THE ASSOCIATION BELIEVES THAT INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON THE ASSOCIATION'S FINANCIAL CONDITION, RESULTS OF OPERATIONS, OR CASH FLOWS. ACCORDINGLY, THE ASSOCIATION HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS AT YEAR-END. THE ASSOCIATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY TAX OPEN TAX PERIODS. FORM 990, PART VI, SECTION B, LINE 11B UPON COMPLETION OF THE DRAFT TAX RETURN, IT IS REVIEWED IN ITS ENTIRETY BY THE FIRE RELIEF'S TREASURER. AFTER COMMENTS ARE UPDATED ON THE DRAFT RETURN, THE RETURN IS FINALIZED AND FILED. THE AS-FILED FORM 990 IS PRESENTED TO THE BOARD AND DISCUSSED AT THE FIRST BOARD MEETING AFTER FILING. FORM 990, PART VI, SECTION B, LINE 12C PER MINNESOTA STATE STATUTE, EACH MEMBER OF THE GOVERNING BOARD OF A COVERED PENSION PLAN AND THE CHIEF ADMINISTRATIVE OFFICER OF THE PLAN SHALL FILE WITH THE PLAN A STATEMENT OF ECONOMIC INTEREST. THE STATEMENT MUST CONTAIN INFORMATION THAT THE GOVERNING BOARD OF THE PLAN DETERMINES IS NECESSARY TO DISCLOSE A REASONABLY FORESEEABLE POTENTIAL OR ACTUAL CONFLICT OF INTEREST. INFORMATION SUCH AS THE INDIVIDUAL'S PRINCIPAL OCCUPATION, PLACE OF BUSINESS, OWNERSHIP GREATER THAN 10% OF A BUSINESS OR ANY RELATIONSHIP OR FINANCIAL ARRANGEMENT ARE ADDRESSED ON THE FORM. IF A CONFLICT OF INTEREST IS NOTED THE GOVERNING BOARD WILL TAKE ACTION TO ENSURE ALL PROPER STEPS ARE FOLLOWED. THIS STATEMENT MUST BE FILED ANNUALLY. THE CURRENT YEAR STATEMENTS WERE OBTAINED FROM ALL NECESSARY INDIVIDUALS AND WERE COMPLETED PROPERLY, WITH NO NOTED CONFLICTS OF INTEREST FOR THE SAVAGE FIRE DEPARTMENT FIREFIGHTERS' PENSION AND RELIEF ASSOCIATION GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 15B COMPENSATION IS DISCUSSED AT MEETINGS AND VOTED ON BY THE BODY. FORM 990, PART VI, SECTION C, LINE 19 THESE ITEMS ARE AVAILABLE UPON REQUEST TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES OF THE ASSOCIATION PROVIDES OVERSIGHT OF THE AUDIT, FINANCIAL REPORTS, AND SELECTION OF THE INDEPENDENT AUDITOR, THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. RELATED ORGANIZATION COMPENSATION MADE AN EFFORT TO OBTAIN INFORMATION REGARDING ANY COMPENSATION PAID FROM A RELATED ORGANIZATION. NO RESPONSE RECEIVED AND NO TRANSACTION NOTED. FORM 990, PART VI, SECTION A, LINE 1A: SEVERAL MEMBERS OF THE BOARD OF TRUSTEES ARE NONVOTING MEMBERS. MINNESOTA STATE STATUE 424A.04 SUBD. 1 REQUIRES THREE EX OFFICIO MEMBERS IN ADDITION TO THE SIX ELECTED MEMBERS. THE THREE EX OFFICIO MEMBERS INCLUDE THE CHIEF OF THE FIRE DEPARTMENT AND TWO ADDITIONAL OFFICIALS OF THE MUNICIPALITIES SERVED BY THE ASSOCIATION. CITY OF SAVAGE 6000 MCCOLL DRIVE SAVAGE MN 55378 416005535 TO CONTRIBUTE TO THE DEFINED BENEFIT PLAN ACCORDING TO MN STATUTE 69.772 MN 501(C)(1) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0