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Nonprofit · EIN 26-3376286

FORT MYERS BEACH RETIREE INSURANCE TRUST FUND

Tax-exempt · FT MYERS BCH, FL 33931

Financials

$107K$137K2022$131K$130K2023$120K$126K2024
Revenue Expenses · by fiscal year end
Financials of FORT MYERS BEACH RETIREE INSURANCE TRUST FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$120,340$126,170-$5,830$1,479,922$2,590$1,477,332
September 30, 2024990$131,482$130,313$1,169$1,377,559$2,412$1,375,147
September 30, 2023990$107,251$136,767-$29,516$1,163,572$2,037$1,161,535
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$71,740
Investment income
$48,600
Net gain from sales of assets
$20,231
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$101,274
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$1,026
Accounting fees
$9,000

Balance sheet and other

Total assets, start of year
$1,377,559
Total assets, end of year
$1,479,922
Total liabilities, end of year
$2,590
Net assets, end of year
$1,477,332
Publicly traded securities
$1,414,124
Gross receipts
$132,251
Employees
0
Volunteers
4
Year formed
2008
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.

NameTitleHours / weekCompensationFrom related orgs
JENNIFER CAMPBELLTRUSTEE
Trustee or director
2$0$163,191
RANDALL KRAUSVICE CHAIR/T
Trustee or director, Officer
2$0$162,675
DARWIN ADAMESTRUSTEE
Trustee or director
2$0$121,930
THOMAS EDGECHAIRMAN
Trustee or director, Officer
2$0$0
990 for the year ended September 30, 2024: 4 people
NameTitleHours / weekCompensationFrom related orgs
RANDALL KRAUSVICE CHAIR/T
Trustee or director, Officer
2$0$144,086
JENNIFER CAMPBELLTRUSTEE
Trustee or director
2$0$142,887
THOMAS EDGECHAIRMAN
Trustee or director, Officer
2$0$0
ERIC TIBBSTRUSTEE
Trustee or director
2$0$0
990 for the year ended September 30, 2023: 5 people
NameTitleHours / weekCompensationFrom related orgs
RANDALL KRAUSSEC/TREASURE
Trustee or director, Officer
1$0$153,710
JENNIFER CAMPBELLTRUSTEE
Trustee or director
1$0$138,769
PAUL RUSSELLVICE-CHAIR
Trustee or director, Officer
2$0$107,458
THOMAS EDGECHAIRMAN
Trustee or director, Officer
2$0$0
ERIC TIBBSTRUSTEE
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
100 VOORHIS ST, FT MYERS BCH, FL 33931-3634
In care of
% JP DUNCAN VEBA CHAIRMAN
Principal officer (990 for 2024)
THOMAS EDGE, 100 VOORHIS STREET, FORT MYERS BEACH, FL 33931
Signed the 990
THOMAS EDGE, CHAIRMAN
Phone
(239) 590-4200
Return prepared by
HSCTUSCAN & COMPANY PA

Mission

THIS FUND HAS BEEN ESTABLISHED TO PROVIDE POST-RETIREMENT HEALTH BENEFITS FOR THE FORT MYERS BEACH FIRE CONTROL DISTRICT, AN ESTABLISHED GOVERNMENTAL UNIT.

990 for the year ended September 30, 2025

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 yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990 on file
2023September 30, 2024February 18, 2025990 on file

IRS record

EIN
26-3376286
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2011
Accounting year ends
September
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,479,922
Income (IRS master file)
$132,251

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$120,340$126,170$1,479,922XML
990September 2024$131,482$130,313$1,377,559XML
990September 2023$107,251$136,767$1,163,572XML
990September 2022$135,177$147,174$1,088,655IRS
990September 2021–––IRS
990September 2020–––IRS
990September 2019–––IRS
990September 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 26-3376286).

Questions about FORT MYERS BEACH RETIREE INSURANCE TRUST FUND

What is the EIN of FORT MYERS BEACH RETIREE INSURANCE TRUST FUND?
The employer identification number (EIN) of FORT MYERS BEACH RETIREE INSURANCE TRUST FUND is 26-3376286.
Is FORT MYERS BEACH RETIREE INSURANCE TRUST FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2011.
Are donations to FORT MYERS BEACH RETIREE INSURANCE TRUST FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does FORT MYERS BEACH RETIREE INSURANCE TRUST 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 FORT MYERS BEACH RETIREE INSURANCE TRUST FUND due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did FORT MYERS BEACH RETIREE INSURANCE TRUST 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 FORT MYERS BEACH RETIREE INSURANCE TRUST FUND?
The 990 for the year ended September 30, 2025 names THOMAS EDGE.
Who are the officers and directors of FORT MYERS BEACH RETIREE INSURANCE TRUST FUND?
The 990 for the year ended September 30, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does FORT MYERS BEACH RETIREE INSURANCE TRUST FUND have?
On its 990 for the year ended September 30, 2025 it reported revenue of $120,340, expenses of $126,170 and total assets of $1,479,922 at year end.

Other nonprofits in FT MYERS BCH

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