Civic Intelligence

Iona Mcgregor Retiree Ins Tr Fund

990 • Fiscal year 2011 • EIN 14-6325156

Oct 01, 2010 to Sep 30, 2011 • Filed on Jul 15, 2012

Organization ProfileN/A
6061 South Pointe Blvd33919
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

97th percentile

1.32x

Higher debt load relative to assets than 97% of similar nonprofits.

2011 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

74th percentile

13%

Faster asset growth than 74% of similar nonprofits.

2011 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets97th percentile

Assets

Up

$2,975,141

Up $340,122 (+13%) from 2010

Net Assets

Down

-$966,837

Down $3,600,433 (-137%) from 2010

Liabilities

Up

$3,941,978

Up $3,940,555 (+276919%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$35,391

Up $1,409 (+4.1%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0-$5.0MAssets 2010: $2,635,019Liabilities 2010: $1,423Net Assets 2010: $2,633,5962010Assets 2011: $2,975,141Liabilities 2011: $3,941,978Net Assets 2011: -$966,8372011Assets 2012: $3,980,577Liabilities 2012: $4,170,778Net Assets 2012: -$190,2012012Assets 2013: $4,863,017Liabilities 2013: $5,133,460Net Assets 2013: -$270,4432013Assets 2014: $5,763,177Liabilities 2014: $5,499,391Net Assets 2014: $263,7862014Assets 2015: $5,963,411Liabilities 2015: $5,706,418Net Assets 2015: $256,9932015Assets 2016: $6,973,436Liabilities 2016: $5,988,223Net Assets 2016: $985,2132016Assets 2017: $8,206,237Liabilities 2017: $5,902Net Assets 2017: $8,200,3352017Assets 2018: $9,398,771Liabilities 2018: $7,449Net Assets 2018: $9,391,3222018Assets 2019: $9,937,542Liabilities 2019: $17,338Net Assets 2019: $9,920,2042019Assets 2020: $11,434,601Liabilities 2020: $5,888Net Assets 2020: $11,428,7132020Assets 2021: $14,338,010Liabilities 2021: $3,875Net Assets 2021: $14,334,1352021Assets 2022: $11,738,659Liabilities 2022: $5,813Net Assets 2022: $11,732,8462022Assets 2023: $13,685,673Liabilities 2023: $61,363Net Assets 2023: $13,624,3102023Assets 2024: $17,779,523Liabilities 2024: $66,038Net Assets 2024: $17,713,4852024

Highlighted filing

2011

Assets$2,975,141
Liabilities$3,941,978
Net Assets-$966,837
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0Expenses 2010: $33,9822010Expenses 2011: $35,3912011Expenses 2012: $118,7792012Expenses 2013: $152,6492013Revenue 2014: $578,006Expenses 2014: $163,589Net Income 2014: $414,4172014Revenue 2015: $604,982Expenses 2015: $161,502Net Income 2015: $443,4802015Revenue 2016: $619,938Expenses 2016: $206,942Net Income 2016: $412,9962016Revenue 2017: $592,398Expenses 2017: $249,494Net Income 2017: $342,9042017Revenue 2018: $623,946Expenses 2018: $283,877Net Income 2018: $340,0692018Revenue 2019: $709,100Expenses 2019: $319,689Net Income 2019: $389,4112019Revenue 2020: $719,129Expenses 2020: $359,695Net Income 2020: $359,4342020Revenue 2021: $794,194Expenses 2021: $388,493Net Income 2021: $405,7012021Revenue 2022: $851,953Expenses 2022: $429,315Net Income 2022: $422,6382022Revenue 2023: $827,729Expenses 2023: $541,371Net Income 2023: $286,3582023Revenue 2024: $1,023,739Expenses 2024: $538,717Net Income 2024: $485,0222024

Highlighted filing

2011

Revenue-
Expenses$35,391
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2010 to Sep 30, 2011
Signed
Jul 15, 2012
Return Version
2010v3.7
Gross Receipts
$1,104,636
Mission and Program Overview

Mission

This fund has been established to provide post-retirement health benefits for the iona-mcgregor fire protection and rescue service district, a governmental unit established under florida statute.

Filing and Contact Details

Filer

EIN
14-6325156
Raw XML Appendix311 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionA/NamePerson1CYNTHIA ZINGER
IRS990/Form990PartVIISectionA/NamePerson2WILLIAM SIMPSON
IRS990/Form990PartVIISectionA/NamePerson3NORMAN PORTER
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IRS990/Form990PartVIISectionA/Title2VICE CHAIR
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IRS990/OtherExpenses/Description0FOREIGN TAXES PAID
IRS990/OtherExpenses/Description1ADMIN - OTHER
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IRS990ScheduleD/NetUnrealizedGLOnInvestments0-162475
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IRS990ScheduleD/SolicitedAssetsForSale0false
IRS990ScheduleD/TotalAdjustments0-162475
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IRS990ScheduleD/TotalRevenue0533708
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IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt0371233
IRS990ScheduleD/WrittenPolicyMonitoring0false
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IRS990ScheduleO/GeneralExplanation/Explanation0THIS FUND HAS BEEN ESTABLISHED TO PROVIDE POST-RETIREMENT HEALTH BENEFITS FOR THE IONA-MCGREGOR FIRE PROTECTION AND RESCUE SERVICE DISTRICT, A GOVERNMENTAL UNIT ESTABLISHED UNDER FLORIDA STATUTE.
IRS990ScheduleO/GeneralExplanation/Explanation1AN AMENDMENT HAS BEEN MADE TO THE TRUST FUND'S PLAN DOCUMENT. THE FOLLOWING OUTLINES THE VARIOUS CHANGESS PROVIDED FOR UNDER THE AMENDMENT TO THE PLAN DOCUMENT: B. DEFINITIONS RETIRED OR RETIREMENT LANGUAGE HAS BEEN REVISED IN THIS SUBSECTION WHICH REDEFINES THE TERMS "RETIRED" OR "RETIREMENT" TO AMEND THE DEFINITION CONSISTENT WITH THE CHAPTER 121 FLORIDA STATUTES FOR EMPLOYEES HIRED ON OR AFTER JULLY 1, 2011. D. SCHEDULE OF BENEFITS AMOUNT OF BENEFIT THE PLAN WILL PAY TO EACH ELIGIBLE EMPLOYEE WHO IS ELIGIBLE TO RECEIVE A BENEFIT FROM THE FUND AND WHO HAS SATISFIED THE CONDITIONS FOR BENEFIT ELIGIBILITY THE AMOUNT OF 650.00 PER MONTH, BEGINNING JANUARY 2012. THIS HAS BEEN REVISED TO OMIT LANGUAGE WHICH HAD ALSO EXPRESSED THE 650 PER MONTH BENEFIT TO BE UP TO 100% OF THE PREMIUM COST FOR HEALTH INSURANCE PROVIDED BY THE IONA MCGREGOR FIRE DISTRICT, INCLUDING MEDICARE.
IRS990ScheduleO/GeneralExplanation/Explanation2AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT REVIEWS THE FORM 990 WITH THE BOARD OF TRUSTEES PRIOR TO FILING.
IRS990ScheduleO/GeneralExplanation/Explanation3EACH MEMBER OF THE BOARD OF TRUSTEES IS REQUIRED TO REVIEW AND EXECUTE A NEW CONFLICT OF INTEREST POLICY FORM ON AN ANNUAL BASIS.
IRS990ScheduleO/GeneralExplanation/Explanation4THE ORGANIZATION DOES NOT PROVIDE COMPENSATION TO ANY MEMBER OF ITS GOVERNING BODY.
IRS990ScheduleO/GeneralExplanation/Explanation5THE ORGANIZATION DOES NOT HAVE ANY OTHER OFFICERS OR KEY EMPLOYEES.
IRS990ScheduleO/GeneralExplanation/Explanation6THE ORGANIZATION GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation7THE ENDING BALANCE SHEET PRESENTATION HAS BEEN REVISED TO DISCLOSE THE ACTUARIAL ACCRUED LIABILITY TOTALING 3,936,275 FOR THE PLAN YEAR. ADDITIONALLY,FUND BALANCES HAVE BEEN DECREASED FOR UNREALIZED LOSSES ON INVESTMENTS TOTALLING 162,475 WHICH HAS BEEN PROPERLY REPORTED IN SCHEDULE D'S RECONCILIATION TO THE AUDITED FINANCIAL STATEMENTS REVENUE AND EXPENSES FOR THE PERIOD.
IRS990ScheduleO/GeneralExplanation/Identifier0ORGANIZATION'S MISSION
IRS990ScheduleO/GeneralExplanation/Identifier1SIGNIFICANT CHANGES TO ORGANIZATIONAL DOCUMENTS
IRS990ScheduleO/GeneralExplanation/Identifier2ORGANIZATION'S PROCESS USED TO REVIEW FORM 990
IRS990ScheduleO/GeneralExplanation/Identifier3ENFORCEMENT OF CONFLICTS POLICY
IRS990ScheduleO/GeneralExplanation/Identifier4COMPENSATION PROCESS FOR TOP OFFICIAL
IRS990ScheduleO/GeneralExplanation/Identifier5COMPENSATION PROCESS FOR OFFICERS
IRS990ScheduleO/GeneralExplanation/Identifier6GOVERNING DOCUMENTS DISCLOSURE EXPLANATION
IRS990ScheduleO/GeneralExplanation/Identifier7OTHER CHANGES IN NET ASSETS EXPLANATION
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PAGE 6, PART VI, LINE 4
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/GeneralExplanation/ReturnReference6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference7FORM 990, PART XI, LINE 5
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IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode033919
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IRS990/TheBooksAreInCareOf/TelephoneNumber02399392233
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IRS990/TotalRevenueCurrentYear0533708
IRS990/TotalRevenue/ExclusionAmount073900
IRS990/TotalRevenuePriorYear0503985
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome0459808
IRS990/TotalRevenue/TotalRevenueColumn0533708
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IRS990/UnrestrictedNetAssets/BOY02633596
IRS990/UnrestrictedNetAssets/EOY0-966837
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy0true
IRS990/YearFormation02007
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0146325156
ReturnHeader/Filer/Name/BusinessNameLine10IONA MCGREGOR RETIREE INS TR FUND
ReturnHeader/Filer/NameControl0IONA
ReturnHeader/Filer/Phone02394330660
ReturnHeader/Filer/USAddress/AddressLine106061 SOUTH POINTE BLVD
ReturnHeader/Filer/USAddress/City0FORT MYERS
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode033919
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-07-15
ReturnHeader/Officer/Name0WILLIAM ELLIOTT
ReturnHeader/Officer/Phone02394330660
ReturnHeader/Officer/Title0CHAIRMAN / TRUSTEE
ReturnHeader/Preparer/DatePrepared02012-07-09
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10HUGHES SNELL & CO PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101470 ROYAL PALM SQUARE BLVD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0FORT MYERS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0FL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0339191049
ReturnHeader/Preparer/Name0SHARON M THOMPSON
ReturnHeader/Preparer/Phone02399392233
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02010-10-01
ReturnHeader/TaxPeriodEndDate02011-09-30
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02012-07-20T09:04:14-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,975,141
Liabilities
$3,941,978
Net assets
-$966,837
Revenue
-
Expenses
$35,391
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.8$0.07$17.7$1.02$0.54$0.49
2023Summary only. Only limited summary data is available for this year.$13.7$0.06$13.6$0.83$0.54$0.29
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.7$0.01$11.7$0.85$0.43$0.42
2021Summary only. Only limited summary data is available for this year.$14.3$0.00$14.3$0.79$0.39$0.41
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.4$0.01$11.4$0.72$0.36$0.36
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.94$0.02$9.92$0.71$0.32$0.39
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.40$0.01$9.39$0.62$0.28$0.34
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.21$0.01$8.20$0.59$0.25$0.34
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.97$5.99$0.99$0.62$0.21$0.41
2015Detailed filing. Detailed filing data is available for this year.$5.96$5.71$0.26$0.60$0.16$0.44
2014Detailed filing. Detailed filing data is available for this year.$5.76$5.50$0.26$0.58$0.16$0.41
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.86$5.13$0.27$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.98$4.17$0.19$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.98$3.94$0.97$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.64$0.00$2.63$0.03