Iona McGregor Retiree INS TR Fund
Iona McGregor Retiree INS TR Fund's network
5 people1 organisationi5 people and 1 organisation on this map.The large node is the subject of this page. Solid lines are what the register itself records (5). Violet dotted lines (1) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
5 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 5 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Khalid Aquil Chair | Chair | 2018 | 8 yrs |
| Brian Tansey | Trustee | 2018 | 8 yrs |
| Joshua Wright | Vice Chair | 2022 | 4 yrs |
| Mark Winzenread | Company secretary | 2022 | 4 yrs |
| Michael Porter | Trustee | 2020 | 6 yrs |
Under 5 years5 to 6 years6 years or more
Pay and hours
year to 30 September 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Khalid Aquil | Chair | 1 | $0 | $215k | |
| Mark Winzenread | Secretary | 1 | $0 | $197k | |
| Michael Porter | Vice Chair | 1 | $0 | $160k | |
| Brian Tansey | Trustee | 1 | $0 | $149k | |
| Joshua Wright | Trustee | 1 | $0 | $133k | |
| David Hinton | Trustee | 1 | $0 | $132k |
About
- Legal name
- Iona McGregor Retiree Ins Tr Fund
- EIN
- 146325156
- Address
- 6061 S Pointe Blvd, Fort Myers, FL, 33919-4899
- State
- Florida
- 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. (as filed on the Form 990)
- Activity (NTEE)
- Y43 Mutual and membership benefit
- IRS classification
- 501(c)09 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Mutual & Membership Benefit
- Size band
- 8 (IRS master file code)
- Formed
- 2007
- Principal officer
- Khalid Aquil (as named on the Form 990)
- IRS ruling date
- 1 April 2009
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2024
Most connected
Longest observed on the filings
≥8years on the filingsKhalid Aquil
≥8years on the filingsBrian Tansey
≥6years on the filingsMichael Porter
≥4years on the filingsJoshua Wright
Latest return
year to 30 September 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 September 2025. US dollars, as filed.- Total assets
- $20.4m
- Total liabilities
- $66k
- Net assets or fund balances
- $20.3m
- Contributions and grants received
- $0
- Program service revenue
- $641k
- Employees
- 0
- Volunteers
- 6
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2023 | $1m | $539k | $485k |
As filed on the IRS Form 990. US dollars.