Civic Intelligence

Iona Mcgregor Retiree Ins Tr Fund

990 • Fiscal year 2017 • EIN 14-6325156

Oct 01, 2016 to Sep 30, 2017 • Filed on Aug 15, 2018

Organization ProfileN/A
6061 South Pointe BlvdFort Myers, FL 33919

(239) 433-0660

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

41st percentile

0.01x

Higher debt load relative to revenue than 41% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Net Margin

90th percentile

58%

Higher net margin than 90% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

80th percentile

$144,833

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 24.4% of source-year revenue.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Asset Growth

74th percentile

18%

Faster asset growth than 74% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

22nd percentile

-4.4%

Faster revenue growth than 22% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$8,206,237

Up $1,232,801 (+18%) from 2016

Net Assets

Up

$8,200,335

Up $7,215,122 (+732%) from 2016

Liabilities

Down

$5,902

Down $5,982,321 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin90th percentile

Revenue

Down

$592,398

Down $27,540 (-4.4%) from 2016

Expenses

Up

$249,494

Up $42,552 (+21%) from 2016

Net Income

Down

$342,904

Down $70,092 (-17%) from 2016

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

2017

Assets$8,206,237
Liabilities$5,902
Net Assets$8,200,335
Open 2017 Filing

Operations Trend

Revenue Growth22nd percentile

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

2017

Revenue$592,398
Expenses$249,494
Net Income$342,904
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Aug 15, 2018
Return Version
2016v3.1
Gross Receipts
$592,398
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,946,518$7,987,983▲ $1,041,465
Savings and Temporary Cash Investments$26,918$218,254▲ $191,336
Total Assets$6,973,436$8,206,237▲ $1,232,801
Liabilities
Other Liabilities$5,979,165--
Accounts Payable and Accrued Expenses$9,058$5,902▼ $3,156
Total Liabilities$5,988,223$5,902▼ $5,982,321
Net Assets / Fund Balance
Unrestricted Net Assets$985,213$8,200,335▲ $7,215,122
Total Net Assets Fund Balance$985,213$8,200,335▲ $7,215,122
Total Liabilities and Net Assets / Fund Balance$6,973,436$8,206,237▲ $1,232,801
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleOtherTotal
David HowardChair$144,833$144,833
Brian TanseyTrustee$113,271$113,271
Khalid AquilTrustee$112,180$112,180
William SimpsonVice Chair$95,810$95,810
Cynthia ZingerSecretary$76,493$76,493
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$442,391
Investment Income
$150,007
Other Revenue
$0
Change in Net Assets
$342,904
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$26,544
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$222,950
Fees for Services Other---$9,660
Fees for Service Investment Mgmnt Fees---$7,750
Fees for Services Accounting---$5,750
Fees for Services Legal---$3,332
Other Expenses---$52
Total Functional Expenses$0$0$0$249,494
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“An independent certified public accountant reviews the form 990 with the board of trustees prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“Each member of the board of trustees is required to review and execute a new conflict of interest policy form on an annual basis.”

Form 990, Page 6, Part VI, Line 15A

“The organization does not provide compensation to any member of its governing body.”

Form 990, Page 6, Part VI, Line 15B

“The organization does not have any other officers or key employees.”

Form 990, Page 6, Part VI, Line 19

“The organization governing documents, conflict of interest policy, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Iona Mcgregor Retiree Ins Tr Fund
EIN
14-6325156
Phone
2394330660
Address
6061 SOUTH POINTE BLVD, FORT MYERS, FL 33919

Signing Officer

Name
David Howard
Title
Chair
Phone
2394330660
Signed
2018-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Howard
Formed
2007
Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Hughes Snell & Co Pa
Address
1470 ROYAL PALM SQUARE BLVD, FORT MYERS, FL 33919-1049
Preparer
Erica K Harp
Phone
2399392233
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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.”

Form 990, Page 2, Part III, Line 4D

“N/A”

Form 990, Part XI, Line 9

“Unrealized actuarial accrued liability 5,979,165 other changes in net assets includes an increase of 5,979,165 to properly reflect the unrealized nature of the actuarial accrued liability and net assets available for benefit.”

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT REVIEWS THE FORM 990 WITH THE BOARD OF TRUSTEES PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EACH MEMBER OF THE BOARD OF TRUSTEES IS REQUIRED TO REVIEW AND EXECUTE A NEW CONFLICT OF INTEREST POLICY FORM ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION DOES NOT PROVIDE COMPENSATION TO ANY MEMBER OF ITS GOVERNING BODY.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7UNREALIZED ACTUARIAL ACCRUED LIABILITY 5,979,165 OTHER CHANGES IN NET ASSETS INCLUDES AN INCREASE OF 5,979,165 TO PROPERLY REFLECT THE UNREALIZED NATURE OF THE ACTUARIAL ACCRUED LIABILITY AND NET ASSETS AVAILABLE FOR BENEFIT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
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IRS990/TotalGrossUBIAmt00
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IRS990/TotalProgramServiceRevenueAmt0442391
IRS990/TotalRevenueGrp/ExclusionAmt0150007
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0442391
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0592398
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IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06973436
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08206237
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IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID HOWARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum02394330660
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IONA MCGREGOR RETIREE INS TR FUND
ReturnHeader/Filer/BusinessNameControlTxt0IONA
ReturnHeader/Filer/EIN0146325156
ReturnHeader/Filer/PhoneNum02394330660
ReturnHeader/Filer/USAddress/AddressLine1Txt06061 SOUTH POINTE BLVD
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUGHES SNELL & CO PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01470 ROYAL PALM SQUARE BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT MYERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0339191049
ReturnHeader/PreparerPersonGrp/PhoneNum02399392233
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERICA K HARP
ReturnHeader/ReturnTs02018-08-13T15:54:19-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,206,237
Liabilities
$5,902
Net assets
$8,200,335
Revenue
$592,398
Expenses
$249,494
Net income
$342,904
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
2017Detailed filing. Detailed filing data is available for this year.$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