Nonprofit · EIN 65-6284729
ST LUCIE COUNTY FIRE DISTRICT EMPLOYEES HEALTH & WELFARE TRUST
Also known as WIDMANN WENDY ET AL TTEE
Tax-exempt · FORT PIERCE, FL 34979
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $15,117,278 | $15,528,002 | -$410,724 | $2,935,938 | $1,598,490 | $1,337,448 |
| September 30, 2024 | 990 | $12,697,000 | $12,941,823 | -$244,823 | $3,256,196 | $1,508,024 | $1,748,172 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $15,068,395
- Investment income
- $461
- Other revenue
- $48,422
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $15,210,399
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $10,000
- Accounting fees
- $5,475
Balance sheet and other
- Total assets, start of year
- $3,256,196
- Total assets, end of year
- $2,935,938
- Total liabilities, end of year
- $1,598,490
- Net assets, end of year
- $1,337,448
- Publicly traded securities
- $1,201,513
- Gross receipts
- $15,117,278
- 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 |
|---|---|---|---|
| JENNIFER CHAMBERS | TRUSTEE Trustee or director | – | $0 |
| HEWANA FAUNTLEROY | TRUSTEE Trustee or director | – | $0 |
| JAMES FORBIS | TRUSTEE Trustee or director | – | $0 |
| AMY KWASNICKI | ASSISTANT SECRETARY Trustee or director | – | $0 |
| DANIEL MIKELS | TRUSTEE Trustee or director | – | $0 |
| TOM WHITLEY | TRUSTEE Trustee or director | – | $0 |
| ANDREWS WILLMORE | TRUSTEE Trustee or director | – | $0 |
990 for the year ended September 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNIFER CHAMBERS | TRUSTEE Trustee or director | – | $0 |
| HEWANA FAUNTLEROY | TRUSTEE Trustee or director | – | $0 |
| JAMES FORBIS | TRUSTEE Trustee or director | – | $0 |
| AMY KWASNICKI | ASSISTANT SE Trustee or director | – | $0 |
| DANIEL MIKELS | TRUSTEE Trustee or director | – | $0 |
| TOM WHITLEY | TRUSTEE Trustee or director | – | $0 |
| ANDREWS WILLMORE | TRUSTEE Trustee or director | – | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 15189, FORT PIERCE, FL 34979-5189
- In care of
- THEL WHITLEY CHAIRMAN
- Principal officer (990 for 2024)
- DANIEL MIKELS, PO BOX 15189, FORT PIERCE, FL 34979
- Signed the 990
- DANIEL MIKELS, TRUSTEE
- Phone
- (772) 462-8300
- Return prepared by
- DIBARTOLOMEO MCBEE HARTLEY & BARNES
Mission
ORGANIZATIONS MISSION CLAIMS AND ADMINISTRATIVE EXPENSES INCURRED TO PROVIDE HEALTH, LIFE, DISABILITY, MENTAL, VISION AND DENTAL BENEFITS TO FIRE FIGHTERS EMPLOYED BY THE ST LUCIE COUNTY FIRE DISTRICT
Program accomplishments
- CLAIMS AND ADMINISTRATIVE EXPENSES INCURRED TO PROVIDE HEALTH, LIFE, DISABILITY, MENTAL, VISION AND DENTAL BENEFITS TO FIRE FIGHTERS EMPLOYED BY THE ST LUCIE COUNTY FIRE DISTRICT.
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
- 65-6284729
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2001
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y44)
- Assets (IRS master file)
- $2,935,938
- Income (IRS master file)
- $15,117,278
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $15,117,278 | $15,528,002 | $2,935,938 | XML |
| 990 | September 2024 | $12,697,000 | $12,941,823 | $3,256,196 | XML |
| 990 | September 2022 | $11,015,079 | $11,573,227 | $4,788,987 | 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 65-6284729).
Questions about ST LUCIE COUNTY FIRE DISTRICT EMPLOYEES HEALTH & WELFARE TRUST
- What is the EIN of ST LUCIE COUNTY FIRE DISTRICT EMPLOYEES HEALTH & WELFARE TRUST?
- The employer identification number (EIN) of ST LUCIE COUNTY FIRE DISTRICT EMPLOYEES HEALTH & WELFARE TRUST is 65-6284729.
- Is ST LUCIE COUNTY FIRE DISTRICT EMPLOYEES HEALTH & WELFARE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2001.
- Are donations to ST LUCIE COUNTY FIRE DISTRICT EMPLOYEES HEALTH & WELFARE TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ST LUCIE COUNTY FIRE DISTRICT EMPLOYEES HEALTH & WELFARE TRUST 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 EMPLOYEES HEALTH & WELFARE TRUST 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 EMPLOYEES HEALTH & WELFARE TRUST 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 EMPLOYEES HEALTH & WELFARE TRUST?
- The 990 for the year ended September 30, 2025 names DANIEL MIKELS.
- Who are the officers and directors of ST LUCIE COUNTY FIRE DISTRICT EMPLOYEES HEALTH & WELFARE TRUST?
- The 990 for the year ended September 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does ST LUCIE COUNTY FIRE DISTRICT EMPLOYEES HEALTH & WELFARE TRUST have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $15,117,278, expenses of $15,528,002 and total assets of $2,935,938 at year end.
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