Civic Intelligence

Iona Mcgregor Retiree Ins Tr Fund

990 • Fiscal year 2018 • EIN 14-6325156

Oct 01, 2017 to Sep 30, 2018 • Filed on Aug 15, 2019

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

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

44th percentile

0.01x

Higher debt load relative to revenue than 44% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Net Margin

91st percentile

55%

Higher net margin than 91% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

85th percentile

$166,079

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 26.6% of source-year revenue.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Asset Growth

76th percentile

15%

Faster asset growth than 76% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

56th percentile

5.3%

Faster revenue growth than 56% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$9,398,771

Up $1,192,534 (+15%) from 2017

Net Assets

Up

$9,391,322

Up $1,190,987 (+15%) from 2017

Liabilities

Up

$7,449

Up $1,547 (+26%) from 2017

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin91st percentile

Revenue

Up

$623,946

Up $31,548 (+5.3%) from 2017

Expenses

Up

$283,877

Up $34,383 (+14%) from 2017

Net Income

Down

$340,069

Down $2,835 (-0.8%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth76th 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

2018

Assets$9,398,771
Liabilities$7,449
Net Assets$9,391,322
Open 2018 Filing

Operations Trend

Revenue Growth56th 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

2018

Revenue$623,946
Expenses$283,877
Net Income$340,069
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Aug 15, 2019
Return Version
2017v2.3
Gross Receipts
$623,946
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$7,987,983$9,382,377▲ $1,394,394
Savings and Temporary Cash Investments$218,254$16,394▼ $201,860
Total Assets$8,206,237$9,398,771▲ $1,192,534
Liabilities
Accounts Payable and Accrued Expenses$5,902$7,449▲ $1,547
Total Liabilities$5,902$7,449▲ $1,547
Net Assets / Fund Balance
Unrestricted Net Assets$8,200,335$9,391,322▲ $1,190,987
Total Net Assets Fund Balance$8,200,335$9,391,322▲ $1,190,987
Total Liabilities and Net Assets / Fund Balance$8,206,237$9,398,771▲ $1,192,534
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleOtherTotal
Brian TanseyTrustee$118,356$118,356
Khalid AquilTrustee$116,526$116,526
Robert MooreTrustee$112,414$112,414
William SimpsonVice Chair$94,277$94,277
Cynthia ZingerSecretary$91,276$91,276

Board Members and Trustees

NameTitle
David HowardChair
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$448,566
Investment Income
$175,380
Other Revenue
$0
Change in Net Assets
$340,069

Audited Revenue Reconciliation

Revenue per Audited Statements
$623,946
Revenue Not Reported on Form 990
$850,918
Total Revenue per Audited Statements
$1,474,864
Total Revenue per Form 990
$623,946
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$33,627
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---$250,250
Fees for Services Accounting---$11,490
Fees for Services Other---$11,450
Fees for Service Investment Mgmnt Fees---$7,750
Fees for Services Legal---$2,882
Other Expenses---$55
Total Functional Expenses$0$0$0$283,877

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$283,877
Total Expenses per Audited Statements$283,877
Total Expenses per Form 990$283,877
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
No
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
2019-08-15
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 33919-1082
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”

Raw XML Appendix335 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THIS 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/SupplementalInformationDetail/ExplanationTxt1N/A
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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION DOES NOT HAVE ANY OTHER OFFICERS OR KEY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0448566
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACTUAL COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0IONA MCGREGOR FIRE DEPARTMENT
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0S
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt08206237
IRS990/TotalAssetsEOYAmt09398771
IRS990/TotalAssetsGrp/BOYAmt08206237
IRS990/TotalAssetsGrp/EOYAmt09398771
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0283877
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05902
IRS990/TotalLiabilitiesEOYAmt07449
IRS990/TotalLiabilitiesGrp/BOYAmt05902
IRS990/TotalLiabilitiesGrp/EOYAmt07449
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt09391322
IRS990/TotalProgramServiceRevenueAmt0448566
IRS990/TotalRevenueGrp/ExclusionAmt0175380
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0448566
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0623946
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08206237
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09398771
IRS990/TotReportableCompRltdOrgAmt0698928
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt08200335
IRS990/UnrestrictedNetAssetsGrp/EOYAmt09391322
IRS990/UponRequestInd0X
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IRS990/USAddress/ZIPCd033919
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID HOWARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum02394330660
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-15
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
ReturnHeader/Filer/USAddress/CityNm0FORT MYERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId003F18296D374F26AAC67775A32AEA2469D8AA2C5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00782B3519ABC744D90EDC8EBDE71CC07B8990B31
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.129.180.18
ReturnHeader/FilingSecurityInformation/IPDt02019-08-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:46:33
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592309183
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/ZIPCd0339191082
ReturnHeader/PreparerPersonGrp/PhoneNum02399392233
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERICA K HARP
ReturnHeader/ReturnTs02019-08-14T09:46:33-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-10-01
ReturnHeader/TaxPeriodEndDt02018-09-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,398,771
Liabilities
$7,449
Net assets
$9,391,322
Revenue
$623,946
Expenses
$283,877
Net income
$340,069
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
2018Detailed filing. Detailed filing data is available for this year.$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