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.
Public Charity
IONA MCGREGOR RETIREE INS TR FUND
Based in FORT MYERS, FL, IONA MCGREGOR RETIREE INS TR FUND operates as a Public Charity. The organization reported $1.0M in revenue, $539K in expenses, $17.8M in total assets for fiscal year 2024.
EIN: 146325156
FORT MYERS, FL
Voluntary Employees Beneficiary Associations (Non-Government)
NTEE: Y43
Latest filing: 2024
Total Revenue$1.0M
Total Expenses$539K
Total Assets$17.8M
Grant Records0
Filing Years2020–2024
Officers & Directors
TRUSTEE
Brian Tansey
VICE CHAIR
Joshua Wright
CHAIR
Khalid Aquil
SECRETARY
Mark Winzenread
TRUSTEE
Michael Porter
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $1.0M | $539K | $17.8M |
| 2023 | $828K | $541K | $13.7M |
| 2022 | $852K | $429K | $11.7M |
| 2021 | $794K | $388K | $14.3M |
| 2020 | $719K | $360K | $11.4M |
Between 2020 and 2024, reported annual revenue grew from $719K to $1.0M (+42%), with total assets most recently reported at $17.8M.
Interactive year-over-year charts and full filing details available with membership.