Nonprofit · EIN 65-0863176
ST LUCIE COUNTY FIRE DISTRICT RETIREES HEALTH INSURANCE BOARD
Tax-exempt · PORT ST LUCIE, FL 34983
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $1,290,148 | $850,658 | $439,490 | $11,474,739 | $2,500 | $11,472,239 |
| September 30, 2024 | 990 | $3,351,303 | $782,954 | $2,568,349 | $10,032,090 | $2,500 | $10,029,590 |
| September 30, 2023 | 990 | $1,100,137 | $733,307 | $366,830 | $8,025,115 | $6,700 | $8,018,415 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $900,086
- Investment income
- $390,062
- Net gain from sales of assets
- $171,801
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $801,003
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $4,030
- Accounting fees
- $8,610
- Program services (functional)
- $806,003
- Management and general (functional)
- $44,655
Balance sheet and other
- Total assets, start of year
- $10,032,090
- Total assets, end of year
- $11,474,739
- Total liabilities, end of year
- $2,500
- Net assets, end of year
- $11,472,239
- Publicly traded securities
- $11,227,980
- Gross receipts
- $2,486,217
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1998
- 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 |
|---|---|---|---|
| Shane Kozac | Chairperson Trustee or director | 2 | $0 |
| Matthew Aponte | Board member Trustee or director | 1 | $0 |
| Vicki Echazabal | Board member Trustee or director | 1 | $0 |
| Richard Hall | Board member Trustee or director | 1 | $0 |
| Thomas Neiman | Board member Trustee or director | 1 | $0 |
990 for the year ended September 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Shane Kozac | Chairperson Trustee or director | 2 | $0 |
| Steve DiPalma | Board member Trustee or director | 1 | $0 |
| Leeann Suit | Board member Trustee or director | 1 | $0 |
| Richard Hall | Board member Trustee or director | 1 | $0 |
| Thomas Neiman | Board member Trustee or director | 1 | $0 |
990 for the year ended September 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Shane Kozac | Board member Trustee or director | 2 | $0 |
| Steve DiPalma | Board member Trustee or director | 1 | $0 |
| Leeann Suit | Chair Trustee or director | 1 | $0 |
| Richard Hall | Board member Trustee or director | 1 | $0 |
| Thomas Neiman | Board member Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 5160 NW MILNER DR, PORT ST LUCIE, FL 34983-3392
- In care of
- % GEORGE H EMERSON III
- Principal officer (990 for 2024)
- Shane Kozac, 5160 NW Milner Drive, Port St Lucie, FL 34983
- Signed the 990
- Shane Kozac, Chairman
- Phone
- (772) 621-3322
- Return prepared by
- DIBARTOLOMEO MCBEE HARTLEY & BARNES
Mission
Health insurance benefits for retirees
Program accomplishments
- Insurance premiums
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 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 65-0863176
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2000
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y44)
- Assets (IRS master file)
- $11,474,739
- Income (IRS master file)
- $2,486,217
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $1,290,148 | $850,658 | $11,474,739 | XML |
| 990 | September 2024 | $3,351,303 | $782,954 | $10,032,090 | XML |
| 990 | September 2023 | $1,100,137 | $733,307 | $8,025,115 | XML |
| 990 | September 2022 | $824,421 | $707,235 | $7,229,162 | 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 65-0863176).
Questions about ST LUCIE COUNTY FIRE DISTRICT RETIREES HEALTH INSURANCE BOARD
- What is the EIN of ST LUCIE COUNTY FIRE DISTRICT RETIREES HEALTH INSURANCE BOARD?
- The employer identification number (EIN) of ST LUCIE COUNTY FIRE DISTRICT RETIREES HEALTH INSURANCE BOARD is 65-0863176.
- Is ST LUCIE COUNTY FIRE DISTRICT RETIREES HEALTH INSURANCE BOARD tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2000.
- Are donations to ST LUCIE COUNTY FIRE DISTRICT RETIREES HEALTH INSURANCE BOARD tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ST LUCIE COUNTY FIRE DISTRICT RETIREES HEALTH INSURANCE BOARD 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 ST LUCIE COUNTY FIRE DISTRICT RETIREES HEALTH INSURANCE BOARD 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 ST LUCIE COUNTY FIRE DISTRICT RETIREES HEALTH INSURANCE BOARD 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 ST LUCIE COUNTY FIRE DISTRICT RETIREES HEALTH INSURANCE BOARD?
- The 990 for the year ended September 30, 2025 names Shane Kozac.
- Who are the officers and directors of ST LUCIE COUNTY FIRE DISTRICT RETIREES HEALTH INSURANCE BOARD?
- The 990 for the year ended September 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does ST LUCIE COUNTY FIRE DISTRICT RETIREES HEALTH INSURANCE BOARD have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $1,290,148, expenses of $850,658 and total assets of $11,474,739 at year end.
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