CSCharityScored
76

Iona Mcgregor Retiree Ins Tr Fund

Mutual Benefit · Fort Myers, Florida

6061 S Pointe Blvd, Fort Myers, FL 33919-4899

EIN: 146325156· Founded: Apr 2009· 17 years active· Filing Year: 2023

Annual Revenue

$828K

Total Expenses

$541K

Total Assets

$13.7M

Program Spending

110%

of expenses go to programs

Compensation & Payroll

Total Officer Compensation

Not reported

All officers, directors, and key employees combined

Other Salaries & Wages

Not reported

Total Payroll

Not reported

Where the Money Goes

100%
Programs: 100%
Payroll: 0%
Other overhead: -9%
Program Revenue$593K (72%)
Total Expenses$541K (65%)
Overhead (non-program)-9%

Trust Score Breakdown

Program Spending Ratio

110% of expenses go to programs

40%

Revenue & Stability

$828K annual revenue

15%

Executive Compensation

Not reported

20%

Filing Recency

Most recent filing: 2023

15%

Asset Strength

$13.7M in assets

10%

Data from IRS Form 990 filing (2023). Trust scores are calculated from public financial data and do not constitute endorsement or investment advice.