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Fort Myers Beach Retiree Insurance Trust Fund

  • Ft Myers Bch, FL
  • Tax-exempt since April 2011
  • EIN: 26-3376286

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Category: Mutual/Membership Benefit Organizations, Other / Voluntary Employees Beneficiary Associations (Government) (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$107k (2023)

Expenses
$137k (2023)

Total Assets
$1.16M (2023)

Total Liabilities
$2.04k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Sept.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$107,251
Expenses
$136,767
Net Income
-$29,516
Net Assets
$1,161,535
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $74,326
69.3%
Investment Income $24,690
23.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $8,235
7.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,163,572
Total Liabilities $2,037
Net Assets $1,161,535
Compensation
Key Employees and Officers Compensation Related Other
Thomas Edge (Chairman) $0 $0 $0
Randall Kraus (Sec/Treasure) $0 $153,710 $0
Paul Russell (Vice Chair) $0 $107,458 $0
Eric Tibbs (Trustee) $0 $0 $0
Jennifer Campbell (Trustee) $0 $138,769 $0
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Document Links

990
Filed on Aug. 13, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Sept.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$135,177
Expenses
$147,174
Net Income
-$11,997
Net Assets
$1,086,649
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $88,800
65.7%
Investment Income $20,825
15.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $25,552
18.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,088,655
Total Liabilities $2,006
Net Assets $1,086,649
Compensation
Key Employees and Officers Compensation Related Other
Thomas Edge (Chairman) $0 $0 $0
Randy Kraus (Vice Chairma) $0 $128,224 $0
Paul Russell (Secretary) $0 $105,119 $0
Eric Tibbs (Trustee) $0 $0 $0
Scott Wirth (Trustee) $0 $128,214 $0
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Document Links

990
Filed on Aug. 15, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Sept.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$66,722
Expenses
$128,783
Net Income
-$62,061
Net Assets
$1,405,753
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $22,906
34.3%
Investment Income $18,375
27.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $25,441
38.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,405,753
Total Liabilities $0
Net Assets $1,405,753
Compensation
Key Employees and Officers Compensation Related Other
Jacob Lamb (Chairman) $0 $140,562 $0
Thomas Edge (Vice Chairma) $0 $0 $0
Jane Thompson (Secretary) $0 $126,798 $0
Eric Tibbs (Trustee) $0 $0 $0
Vincent Dicristofalo (Trustee) $0 $132,794 $0
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Document Links

990
Filed on Aug. 15, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$316,020
Expenses
$130,810
Net Income
$185,210
Net Assets
$1,258,506
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $97,000
30.7%
Investment Income $22,559
7.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $196,461
62.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,258,506
Total Liabilities $0
Net Assets $1,258,506
Compensation
Key Employees and Officers Compensation Related Other
Jacob Lamb (Chairman) $0 $145,818 $0
Thomas Edge (Vice Chairma) $0 $0 $0
Jane Thompson (Secretary) $0 $124,331 $0
Eric Tibbs (Trustee) $0 $0 $0
Vincent Dicristofalo (Trustee) $0 $105,007 $0
Ron Martin (Fmr Vice Cha) $0 $127,339 $0
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Document Links

990
Filed on Aug. 16, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Sept.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$114,353
Expenses
$115,122
Net Income
-$769
Net Assets
$1,223,895
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $97,000
84.8%
Investment Income $17,353
15.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,223,895
Total Liabilities $0
Net Assets $1,223,895
Compensation
Key Employees and Officers Compensation Related Other
Jacob Lamb (Trustee) $0 $142,356 $0
Jane Thompson (Secretary) $0 $128,361 $0
Ron Martin (Vice Chairma) $0 $125,031 $0
Thomas Edge (Chairman) $0 $0 $0
Eric Tibbs (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 4, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$166,235
Expenses
$126,119
Net Income
$40,116
Net Assets
$1,220,957
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $85,600
51.5%
Investment Income $9,149
5.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $71,486
43.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,220,957
Total Liabilities $0
Net Assets $1,220,957
Compensation
Key Employees and Officers Compensation Related Other
Jacob Lamb (Trustee) $0 $142,356 $0
Jane Thompson (Secretary) $0 $130,965 $0
Ron Martin (Vice Chairma) $0 $125,031 $0
Thomas Edge (Chairman) $0 $0 $0
Eric Tibbs (Trustee) $0 $0 $0
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Document Links

990
Filed on July 26, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$130,199
Expenses
$118,240
Net Income
$11,959
Net Assets
$1,157,833
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $80,300
61.7%
Investment Income $15,066
11.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $34,833
26.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,157,833
Total Liabilities $0
Net Assets $1,157,833
Compensation
Key Employees and Officers Compensation Related Other
Ron Martin (Trustee) $0 $118,891 $0
Thomas May (Trustee) $0 $109,519 $0
Jane Thompson (Trustee) $0 $82,923 $0
Troy Mesick (Chairman / F) $0 $74,542 $0
Thomas Edge (Vice Chair /) $0 $0 $0
Eric Tibbs (Trustee) $0 $0 $0
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Document Links

990
Filed on Aug. 7, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$114,451
Expenses
$118,101
Net Income
-$3,650
Net Assets
-$376,439
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $71,800
62.7%
Investment Income $19,459
17.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $23,192
20.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,084,543
Total Liabilities $1,460,982
Net Assets -$376,439
Compensation
Key Employees and Officers Compensation Related Other
Thomas May (Trustee) $0 $109,044 $0
Troy Mesick (Chairman) $0 $69,265 $0
Tammy S Peacock (Secretary) $0 $65,111 $0
Thomas Edge (Vice Chair /) $0 $0 $0
Eric Tibbs (Trustee) $0 $0 $0
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990
Filed on Aug. 4, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$180,382
Expenses
$91,394
Net Income
$88,988
Net Assets
-$522,120
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $126,350
70.0%
Investment Income $17,139
9.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $36,893
20.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,032,032
Total Liabilities $1,554,152
Net Assets -$522,120
Compensation
Key Employees and Officers Compensation Related Other
Thomas Edge (Vice Chair /) $0 $102,231 $0
Thomas May (Trustee) $0 $99,348 $0
Troy Mesick (Chairman) $0 $62,738 $0
Tammy S Peacock (Secretary) $0 $52,423 $0
Eric Tibbs (Trustee) $0 $0 $0
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Document Links

990
Filed on July 20, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending Sept.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$158,246
Expenses
$23,381
Net Income
$134,865
Net Assets
$26,094
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $20,949
13.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $137,297
86.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,027,833
Total Liabilities $1,001,739
Net Assets $26,094
Compensation
Key Employees and Officers Compensation Related Other
Thomas Edge (Trustee) $0 $151,984 $0
John P Duncan (Chairman) $0 $95,497 $0
Thomas May (Trustee) $0 $69,339 $0
Troy Mesick (Vice Chair /) $0 $66,395 $0
Tammy S Peacock (Secretary) $0 $52,144 $0
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990
Filed on Aug. 4, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$51,306
Expenses
$20,577
Net Income
$30,729
Net Assets
$942,378
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $22,554
44.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $28,752
56.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $942,378
Total Liabilities $0
Net Assets $942,378

Document Links

990
Filed on Oct. 1, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$40,719
Expenses
$10,950
Net Income
$29,769
Net Assets
$846,823
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $20,481
50.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $20,238
49.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $846,823
Total Liabilities $0
Net Assets $846,823

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$140,601
Expenses
$11,145
Net Income
$129,456
Net Assets
$735,674
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $93,000
66.1%
Investment Income $17,745
12.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $29,856
21.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $735,674
Total Liabilities $0
Net Assets $735,674

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

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Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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