St Lucie County Fire District Employees Health & Welfare Trust
Revenue
$15.1m
year to 30 September 2025
Expenses
$15.5m
year to 30 September 2025
Total assets
$2.9m
$1.6m liabilities
Net assets
$1.3m
assets less liabilities
Directors and trustees
7
6.7y av
Staff
0
employees, year to 30 September 2025
Left since last filing
0
no seats appear to have opened
Voting members
7
reported in Part VI
St Lucie County Fire District Employees Health & Welfare Trust's network
7 peoplei7 people on this map.The large node is the subject of this page. Solid lines are what the register itself records (7). Form 990 filings give names without a person identifier; SEC insider filings carry a CIK.The board
7 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.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 7 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 |
|---|---|---|---|
| Amy Kwasnicki | Assistant Se | 2020 | 6 yrs |
| Andrews Willmore | Trustee | 2020 | 6 yrs |
| Daniel Mikels | Trustee | 2022 | 4 yrs |
| Hewana Fauntleroy | Trustee | 2020 | 6 yrs |
| James Forbis | Trustee | 2018 | 8 yrs |
| Jennifer Chambers | Trustee | 2018 | 8 yrs |
| Tom Whitley | 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 |
|---|---|---|---|---|---|
| Jennifer Chambers | Trustee | $0 | |||
| Hewana Fauntleroy | Trustee | $0 | |||
| James Forbis | Trustee | $0 | |||
| Amy Kwasnicki | Assistant Secretary | $0 | |||
| Daniel Mikels | Trustee | $0 | |||
| Tom Whitley | Trustee | $0 | |||
| Andrews Willmore | Trustee | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- St Lucie County Fire District Employees Health & Welfare Trust
- EIN
- 656284729
- Address
- Po Box 15189, Fort Pierce, FL, 34979-5189
- State
- Florida
- 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 (as filed on the Form 990)
- Activity (NTEE)
- Y44 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
- 6 (IRS master file code)
- Formed
- 1998
- Principal officer
- Daniel Mikels (as named on the Form 990)
- IRS ruling date
- 1 March 2001
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2024
Most connected
Longest observed on the filings
≥8years on the filingsJames Forbis
≥8years on the filingsJennifer Chambers
≥6years on the filingsAmy Kwasnicki
≥6years on the filingsAndrews Willmore
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
- $2.9m
- Total liabilities
- $1.6m
- Net assets or fund balances
- $1.3m
- Contributions and grants received
- $0
- Program service revenue
- $15.1m
- Employees
- 0
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 | $12.7m | $12.9m | Deficit $245k |
As filed on the IRS Form 990. US dollars.