Nonprofit · EIN 14-6325156
IONA MCGREGOR RETIREE INS TR FUND
Also known as CYNTHIA L ZINGER ET AL TTEE
Tax-exempt · FORT MYERS, FL 33919
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $1,113,337 | $559,436 | $553,901 | $20,372,384 | $65,562 | $20,306,822 |
| September 30, 2024 | 990 | $1,023,739 | $538,717 | $485,022 | $17,779,523 | $66,038 | $17,713,485 |
| September 30, 2023 | 990 | $827,729 | $541,371 | $286,358 | $13,685,673 | $61,363 | $13,624,310 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $641,094
- Investment income
- $472,243
- Net gain from sales of assets
- $98,109
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $527,871
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $2,315
- Accounting fees
- $3,480
Balance sheet and other
- Total assets, start of year
- $17,779,523
- Total assets, end of year
- $20,372,384
- Total liabilities, end of year
- $65,562
- Net assets, end of year
- $20,306,822
- Publicly traded securities
- $20,372,113
- Net assets without donor restrictions
- $20,306,822
- Gross receipts
- $1,113,337
- Employees
- 0
- Volunteers
- 6
- Year formed
- 2007
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| KHALID AQUIL | CHAIR Trustee or director, Officer | 1 | $0 | $214,604 |
| MARK WINZENREAD | SECRETARY Trustee or director, Officer | 1 | $0 | $196,686 |
| MICHAEL PORTER | VICE CHAIR Trustee or director, Officer | 1 | $0 | $159,878 |
| BRIAN TANSEY | TRUSTEE Trustee or director | 1 | $0 | $149,357 |
| JOSHUA WRIGHT | TRUSTEE Trustee or director | 1 | $0 | $133,140 |
| DAVID HINTON | TRUSTEE Trustee or director | 1 | $0 | $131,626 |
990 for the year ended September 30, 2024: 5 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| KHALID AQUIL | CHAIR Trustee or director, Officer | 1 | $0 | $197,699 |
| MARK WINZENREAD | SECRETARY Trustee or director, Officer | 1 | $0 | $188,236 |
| MICHAEL PORTER | TRUSTEE Trustee or director | 1 | $0 | $151,869 |
| BRIAN TANSEY | TRUSTEE Trustee or director | 1 | $0 | $141,963 |
| JOSHUA WRIGHT | VICE CHAIR Trustee or director, Officer | 1 | $0 | $137,268 |
990 for the year ended September 30, 2023: 5 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| KHALID AQUIL | CHAIR Trustee or director, Officer | 1 | $0 | $194,956 |
| MARK WINZENREAD | SECRETARY Trustee or director, Officer | 1 | $0 | $163,860 |
| MICHAEL PORTER | TRUSTEE Trustee or director | 1 | $0 | $141,814 |
| BRIAN TANSEY | TRUSTEE Trustee or director | 1 | $0 | $136,085 |
| JOSHUA WRIGHT | VICE CHAIR Trustee or director, Officer | 1 | $0 | $111,513 |
Address and contacts
- Address (IRS master file)
- 6061 S POINTE BLVD, FORT MYERS, FL 33919-4899
- Principal officer (990 for 2024)
- KHALID AQUIL, 6061 SOUTH POINTE BLVD, FORT MYERS, FL 33919
- Signed the 990
- KHALID AQUIL, CHAIR
- Phone
- (239) 433-0660
- Return prepared by
- HSCTUSCAN & COMPANY PA
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.
Program accomplishments
- N/A
- N/A
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 14-6325156
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2009
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $20,372,384
- Income (IRS master file)
- $1,113,337
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $1,113,337 | $559,436 | $20,372,384 | XML |
| 990 | September 2024 | $1,023,739 | $538,717 | $17,779,523 | XML |
| 990 | September 2023 | $827,729 | $541,371 | $13,685,673 | XML |
| 990 | September 2022 | $851,953 | $429,315 | $11,738,659 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 14-6325156).
Questions about IONA MCGREGOR RETIREE INS TR FUND
- What is the EIN of IONA MCGREGOR RETIREE INS TR FUND?
- The employer identification number (EIN) of IONA MCGREGOR RETIREE INS TR FUND is 14-6325156.
- Is IONA MCGREGOR RETIREE INS TR FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2009.
- Are donations to IONA MCGREGOR RETIREE INS TR FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does IONA MCGREGOR RETIREE INS TR FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of IONA MCGREGOR RETIREE INS TR FUND due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did IONA MCGREGOR RETIREE INS TR FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of IONA MCGREGOR RETIREE INS TR FUND?
- The 990 for the year ended September 30, 2025 names KHALID AQUIL.
- Who are the officers and directors of IONA MCGREGOR RETIREE INS TR FUND?
- The 990 for the year ended September 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does IONA MCGREGOR RETIREE INS TR FUND have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $1,113,337, expenses of $559,436 and total assets of $20,372,384 at year end.
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