Nonprofit · EIN 85-2778618
ESTERO FIRE RESCUE RETIREE INSURANCE TRUST FUND
Tax-exempt · ESTERO, FL 33928
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $346,809 | $14,831 | $331,978 | $2,085,716 | $0 | $2,085,716 |
| September 30, 2024 | 990 | $288,667 | $9,418 | $279,249 | $1,645,695 | $0 | $1,645,695 |
| September 30, 2023 | 990 | $221,134 | $4,179 | $216,955 | $1,162,304 | $0 | $1,162,304 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $277,542
- Investment income
- $69,267
- Net gain from sales of assets
- $13,801
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $1,645,695
- Total assets, end of year
- $2,085,716
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,085,716
- Publicly traded securities
- $1,959,095
- Gross receipts
- $880,770
- Employees
- 0
- Volunteers
- 5
- Year formed
- 2020
- 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 |
|---|---|---|---|---|
| CHRISTOPHER INTARTAGLIO | TRUSTEE Trustee or director | 2 | $0 | $149,002 |
| LAURA WHELAN | TRUSTEE Trustee or director | 2 | $0 | $132,841 |
| LINDA L CONWAY | TRUSTEE Trustee or director | 2 | $0 | $108,787 |
| ARA HAGOPIAN | CHAIRPERSON Trustee or director, Officer | 2 | $0 | $84,091 |
| KIM E POLI | TRUSTEE Trustee or director | 2 | $0 | $76,563 |
990 for the year ended September 30, 2024: 4 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| CHRISTOPHER INTARTAGLIO | TRUSTEE Trustee or director, Officer | 1 | $0 | $143,236 |
| LAURA WHELAN | TRUSTEE Trustee or director | 1 | $0 | $127,631 |
| LINDA L CONWAY | CHAIRPERSON Trustee or director | 1 | $0 | $106,288 |
| KIM E POLI | TRUSTEE Trustee or director | 1 | $0 | $76,613 |
990 for the year ended September 30, 2023: 5 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| CHRISTOPHER INTARTAGLIO | TRUSTEE Trustee or director | 1 | $0 | $121,555 |
| LAURA WHELAN | TRUSTEE Trustee or director | 1 | $0 | $116,932 |
| THOMAS POOLE | DVP/TRUSTEE Trustee or director, Officer | 1 | $0 | $116,211 |
| LINDA L CONWAY | TRUSTEE Trustee or director | 1 | $0 | $101,987 |
| KIM E POLI | TRUSTEE Trustee or director | 1 | $0 | $71,343 |
Address and contacts
- Address (IRS master file)
- 21500 THREE OAKS PKWY, ESTERO, FL 33928-3009
- In care of
- % BOARD OF TRUSTEES
- Principal officer (990 for 2024)
- ARA HAGOPIAN
- Signed the 990
- ARA HAGOPIAN, CHAIRPERSON
- Phone
- (239) 390-8000
- Return prepared by
- HSCTUSCAN & COMPANY PA
Mission
THIS FUND HAS BEEN ESTABLISHED TO PROVIDE POST-RETIREMENT HEALTH BENEFITS FOR THE ESTERO FIRE RESCUE 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 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
- 85-2778618
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2022
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y44)
- Assets (IRS master file)
- $2,085,716
- Income (IRS master file)
- $880,770
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $346,809 | $14,831 | $2,085,716 | XML |
| 990 | September 2024 | $288,667 | $9,418 | $1,645,695 | XML |
| 990 | September 2023 | $221,134 | $4,179 | $1,162,304 | XML |
| 990 | September 2022 | $227,184 | $3,629 | $845,519 | 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 85-2778618).
Questions about ESTERO FIRE RESCUE RETIREE INSURANCE TRUST FUND
- What is the EIN of ESTERO FIRE RESCUE RETIREE INSURANCE TRUST FUND?
- The employer identification number (EIN) of ESTERO FIRE RESCUE RETIREE INSURANCE TRUST FUND is 85-2778618.
- Is ESTERO FIRE RESCUE RETIREE INSURANCE TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2022.
- Are donations to ESTERO FIRE RESCUE RETIREE INSURANCE TRUST FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ESTERO FIRE RESCUE 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 ESTERO FIRE RESCUE 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 ESTERO FIRE RESCUE 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 ESTERO FIRE RESCUE RETIREE INSURANCE TRUST FUND?
- The 990 for the year ended September 30, 2025 names ARA HAGOPIAN.
- Who are the officers and directors of ESTERO FIRE RESCUE RETIREE INSURANCE TRUST FUND?
- The 990 for the year ended September 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does ESTERO FIRE RESCUE RETIREE INSURANCE TRUST FUND have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $346,809, expenses of $14,831 and total assets of $2,085,716 at year end.
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All nonprofits in ESTERO · Florida · Mutual and membership benefit