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EIN 14-6325156

Iona Mcgregor Retiree Ins TR Fund

IRS 501(c) type
501(c)(9)
Num. employees
0
City
Fort Myers
State
Florida
Year formed
2007
Most recent tax filings
2023-09-01
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
Description
The Iona Mcgregor Retiree Ins TR Fund aims to provide post-retirement health benefits for the Iona-Mcgregor Fire Protection and Rescue Service District, a governmental unit under Florida Statute. Khalid Aquil manages the fund, which is situated in Fort Myers, FL.
Also known as...
Cynthia L Zinger Et Al Ttee
Total revenues
$827,729
2023
Total expenses
$541,371
2023
Total assets
$13,685,673
2023
Num. employees
0
2023

Personnel at Iona Mcgregor Retiree Ins TR Fund

NameTitleCompensation
Khalid AquilChair$0
Mark WinzenreadSecretary$0
Joshua WrightVice Chair$0
David HowardChair$0
Cynthia ZingerSecretary$0
...and 2 more key personnel

Financials for Iona Mcgregor Retiree Ins TR Fund

RevenuesFYE 09/2023
Total grants, contributions, etc.$0
Program services$592,714
Investment income and dividends$204,171
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$30,844
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$827,729

Form 990s for Iona Mcgregor Retiree Ins TR Fund

Fiscal year endingDate received by IRSFormPDF link
2023-092024-08-15990View PDF
2022-092023-08-15990View PDF
2021-092022-07-15990View PDF
2020-092021-08-16990View PDF
2019-092020-09-23990View PDF
...and 9 more Form 990s
Data update history
September 23, 2024
Used new vendors
Identified 1 new vendor, including
October 4, 2023
Posted financials
Added Form 990 for fiscal year 2022
October 4, 2023
Updated personnel
Identified 3 new personnel
August 14, 2023
Posted financials
Added Form 990 for fiscal year 2021
August 14, 2022
Posted financials
Added Form 990 for fiscal year 2020
Nonprofit Types
Fraternal societiesMutual assistance organizationsHeadquarter / parent organizations
Issues
No issues found
Characteristics
State / local levelNo full-time employees
General information
Address
6061 S Pointe Blvd
Fort Myers, FL 33919
Metro area
Cape Coral-Fort Myers, FL
County
Lee County, FL
Phone
(239) 433-0660
IRS details
EIN
14-6325156
Fiscal year end
September
Taxreturn type
Form 990
Year formed
2007
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
NAICS code, primary
525110: Pension Funds
Parent/child status
Central organization
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