ISAS GROUP BENEFITS TR: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ISAS GROUP BENEFITS TR (EIN 73-1366012)
- Tax period
- 2017-09-01 to 2018-08-31
- Filed
- 2019-05-20
- IRS object ID
- 201921409349300902
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-20T13:50:15-05:00 | ReturnTs |
| Tax Period End | 2018-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 751044330 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANE GORMAN TRUBITT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2626 HOWELL ST SUITE 700 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731366012 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISAS GROUP BENEFITS TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ISAS | BusinessNameControlTxt |
| Phone | 2147065459 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12712 PARK CENTRAL DRIVE NO 100 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75251 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD GRAHAM | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2147065459 | PhoneNum |
| Signature | 2019-04-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN WARNEKE | PreparerPersonNm |
| PTIN | P01294950 | PTIN |
| Phone | 2148717500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.202.44.50 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-25 | IPDt |
| IP Tm | 13:12:17 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5D5DBF7D212225DE8552524E3E531A1068AF8461 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5D5DBF7D212225DE8552524E3E531A1068AF8461 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DONALD GRAHAM | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12712 PARK CENTRAL DRIVE STE 100 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75251 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $30,224,396 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.ISASTRUST.ORG | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1989 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | PROVIDING MEDICAL BENEFITS TO ELIGIBLE EMPLOYEES AND DEPENDENTS OF PARTICIPATING EMPLOYERS, INCLUDING CLAIM PAYMENTS AND ADMINISTRATION TO APPROXIMATELY 4,660 ENROLLED INDIVIDUALS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $30,915,360 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $30,066,376 | CYProgramServiceRevenueAmt |
| PY Investment Income | $74,401 | PYInvestmentIncomeAmt |
| CY Investment Income | $158,020 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $30,989,761 | PYTotalRevenueAmt |
| CY Total Revenue | $30,224,396 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $20,610,954 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $21,271,770 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $184,814 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $199,123 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,230,071 | PYOtherExpensesAmt |
| CY Other Expenses | $3,708,371 | CYOtherExpensesAmt |
| PY Total Expenses | $25,025,839 | PYTotalExpensesAmt |
| CY Total Expenses | $25,179,264 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,963,922 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,045,132 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $19,363,124 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,686,275 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,179,626 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,457,645 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,183,498 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $21,228,630 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDING MEDICAL, DENTAL, VISION, LIFE AND DISABILITY BENEFITS TO ELIGIBLE EMPLOYEES AND DEPENDENTS OF PARTICIPATING EMPLOYERS, INCLUDING CLAIM PAYMENTS AND ADMINISTRATION TO APPROXIMATELY 4,660 ENROLLED INDIVIDUALS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | PROVIDING MEDICAL, DENTAL, VISION, LIFE AND DISABILITY BENEFITS TO ELIGIBLE EMPLOYEES AND DEPENDENTS OF PARTICIPATING EMPLOYERS, INCLUDING CLAIM PAYMENTS AND ADMINISTRATION TO APPROXIMATELY 4,660 ENROLLED INDIVIDUALS. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONALD GRAHAM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2147065459 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12712 PARK CENTRAL DRIVE SUITE 100 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75251 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| SUZANNE TOWNSEND | |||||||
| TRUSTEE | 0.90 | 40.00 | Yes (X) | $0 | $254,836 | $27,896 | |
| JOANNE MARGRAVES | |||||||
| TRUSTEE / VICE-PRESIDENT | 1.90 | 40.00 | Yes (X) | $0 | $268,912 | $36,281 | Yes (X) |
| JT COATS | |||||||
| TRUSTEE / EXEC VP | 1.50 | 40.00 | Yes (X) | $0 | $267,954 | $61,645 | Yes (X) |
| CHRIS PATTERSON | |||||||
| TRUSTEE | 1.10 | 40.00 | Yes (X) | $0 | $194,028 | $21,232 | |
| MARK KIRKPATRICK | |||||||
| TRUSTEE / PRESIDENT | 2.50 | 40.00 | Yes (X) | $0 | $196,523 | $33,960 | Yes (X) |
| DAVID BARRIENTES | |||||||
| TRUSTEE | 0.80 | 40.00 | Yes (X) | $0 | $103,658 | $9,002 | |
| ROBERT BUCHHOLZ | |||||||
| TRUSTEE / TREASURER | 1.90 | 40.00 | Yes (X) | $0 | $245,927 | $41,710 | Yes (X) |
| EVELYN CAMBRIA | |||||||
| TRUSTEE | 0.90 | 40.00 | Yes (X) | $0 | $232,049 | $26,190 | |
| RHONDA DURHAM | |||||||
| TRUSTEE | 0.60 | 40.00 | Yes (X) | $0 | $253,910 | $24,000 | |
| JIM KOEHLER | |||||||
| TRUSTEE | 0.80 | 40.00 | Yes (X) | $0 | $144,269 | $36,966 | |
| JIM LINDSEY | |||||||
| TRUSTEE | 0.90 | 40.00 | Yes (X) | $0 | $139,026 | $16,045 | |
| MELINDA MADURAI | |||||||
| TRUSTEE / SECRETARY | 1.60 | 40.00 | Yes (X) | $0 | $133,954 | $27,467 | Yes (X) |
| CORRINE ROSCOE | |||||||
| TRUSTEE | 0.90 | 40.00 | Yes (X) | $0 | $75,750 | $3,300 | |
| MARIO PORRO | |||||||
| TRUSTEE | 0.80 | 40.00 | Yes (X) | $0 | $103,380 | $8,652 | |
| MICHAEL RICHARDS | |||||||
| TRUSTEE | 0.80 | 40.00 | Yes (X) | $0 | $221,870 | $30,579 | |
| SHIRLEY SMALL | |||||||
| TRUSTEE | 0.80 | 40.00 | Yes (X) | $0 | $97,611 | $22,776 | |
| GREG SWAN | |||||||
| TRUSTEE | 0.80 | 40.00 | Yes (X) | $0 | $262,759 | $17,521 | |
| LINDA WILSON | |||||||
| TRUSTEE | 0.90 | 40.00 | Yes (X) | $0 | $85,252 | $19,100 | |
| MICHAEL FLYNN | |||||||
| TRUSTEE | 0.80 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| AUDREY FUSSELL | |||||||
| TRUSTEE | 0.80 | 40.00 | Yes (X) | $0 | $71,615 | $33,667 | |
| KENDRA GRACE | |||||||
| TRUSTEE | 0.80 | 40.00 | Yes (X) | $0 | $104,030 | $15,779 | |
| SCOTT GRIGGS | |||||||
| TRUSTEE | 0.60 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| CINDY STADULIS | |||||||
| TRUSTEE | 0.80 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| JAMIE TERRY | |||||||
| TRUSTEE | 0.80 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| CINDY ZHAO | |||||||
| TRUSTEE | 0.80 | 40.00 | Yes (X) | $0 | $49,043 | $14,871 | |
| JOHN RALSTON | |||||||
| TRUSTEE | 0.80 | 40.00 | Yes (X) | $0 | $91,564 | $20,880 | |
| DONALD GRAHAM | |||||||
| EXECUTIVE DIRECTOR | 40.00 | $147,588 | $0 | $29,296 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $147,588 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,597,920 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $578,815 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HEALTH CARE SERVICES CORP | |||||
| 300 E RANDOLPH | CHICAGO | IL | 60601 | PROVIDER NETWORK SERVICES | $1,004,162 |
| COORDINATED CARE PROGRAMS LLC | |||||
| 7450 HUNTINGTON PARK DR | COLUMBUS | OH | 43235 | MEMBER SERVICES | $596,553 |
| AMERIBENIEC GROUP | |||||
| POBOX 7186 | BOISE | ID | 83707 | CLAIMS PROCESSING | $485,279 |
| UNITED HEALTHCARE INSURANCE CO | |||||
| 22703 NETWORK PLACE | CHICAGO | IL | 60673 | CLAIMS PROCESSING | $463,080 |
| HOLMES MURPHY & ASSOC INC | |||||
| PO BOX 9207 | DES MOINES | IA | 50306 | BENEFITS CONSULTING | $197,258 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFIT PREMIUMS | Desc |
| Business | 525120 | BusinessCd |
| Total Revenue Column | $30,037,131 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $30,037,131 | RelatedOrExemptFuncIncomeAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,245 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,245 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $30,066,376 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $158,020 | TotalRevenueColumnAmt |
| Exclusion | $158,020 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,224,396 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $30,066,376 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $158,020 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,271,770 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,983 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,140 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,407 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,417 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,514,183 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,006 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,843 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,000 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,653 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,169 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,287 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| NETWORK ACCESS FEES | $1,009,535 |
| STOP-LOSS INSURANCE | $661,412 |
| WELLNESS PROGRAM | $236,172 |
| AFFORDABLE CARE ACT FEE | $47,585 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,702 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,179,264 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,374,624 | BOYAmt |
| EOY | $2,292,536 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,540,118 | BOYAmt |
| EOY | $19,958,496 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,341,879 | BOYAmt |
| EOY | $810,254 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,503 | BOYAmt |
| EOY | $127,050 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,497,939 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,363,124 | BOYAmt |
| EOY | $24,686,275 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,179,626 | BOYAmt |
| EOY | $3,457,645 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,179,626 | BOYAmt |
| EOY | $3,457,645 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,183,498 | BOYAmt |
| EOY | $21,228,630 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,183,498 | BOYAmt |
| EOY | $21,228,630 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,363,124 | BOYAmt |
| EOY | $24,686,275 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $5,045,132 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $30,224,396 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $30,224,396 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $30,224,396 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $25,179,264 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $25,179,264 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $25,179,264 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FIN 48 (ASC 740) FOOTNOTE ISAS HAS RECEIVED A FAVORABLE DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE DATED NOVEMBER 12, 1991 STATING THAT THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S NET ASSETS IS EXEMPT FROM TAXATION UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE ("IRC") AND IS, THEREFORE, EXEMPT FROM FEDERAL INCOME TAXES UNDER IRC SECTION 501(A). THE PLAN ADMINISTRATOR BELIEVES THAT THE TRUST, AS AMENDED, IS DESIGNED AND IS CURRENTLY BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF AUGUST 31, 2018 AND 2017 THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUZANNE TOWNSEND | ||||||||||||||
| TRUSTEE | $0 | $254,836 | $0 | $0 | $0 | $0 | $0 | $17,955 | $0 | $9,941 | $0 | $282,732 | $0 | $0 |
| JOANNE MARGRAVES | ||||||||||||||
| TRUSTEE / VICE-PRESIDENT | $0 | $228,350 | $0 | $7,500 | $0 | $33,062 | $0 | $21,521 | $0 | $14,760 | $0 | $305,193 | $0 | $0 |
| JT COATS | ||||||||||||||
| TRUSTEE / EXEC VP | $0 | $267,954 | $0 | $0 | $0 | $0 | $0 | $18,900 | $0 | $42,745 | $0 | $329,599 | $0 | $0 |
| CHRIS PATTERSON | ||||||||||||||
| TRUSTEE | $0 | $194,028 | $0 | $0 | $0 | $0 | $0 | $8,652 | $0 | $12,580 | $0 | $215,260 | $0 | $0 |
| MARK KIRKPATRICK | ||||||||||||||
| TRUSTEE / PRESIDENT | $0 | $196,523 | $0 | $0 | $0 | $0 | $0 | $10,342 | $0 | $23,618 | $0 | $230,483 | $0 | $0 |
| ROBERT BUCHHOLZ | ||||||||||||||
| TRUSTEE / TREASURER | $0 | $245,927 | $0 | $0 | $0 | $0 | $0 | $22,126 | $0 | $19,584 | $0 | $287,637 | $0 | $0 |
| EVELYN CAMBRIA | ||||||||||||||
| TRUSTEE | $0 | $232,049 | $0 | $0 | $0 | $0 | $0 | $18,000 | $0 | $8,190 | $0 | $258,239 | $0 | $0 |
| RHONDA DURHAM | ||||||||||||||
| TRUSTEE | $0 | $231,850 | $0 | $0 | $0 | $22,060 | $0 | $24,000 | $0 | $0 | $0 | $277,910 | $0 | $0 |
| JIM KOEHLER | ||||||||||||||
| TRUSTEE | $0 | $144,269 | $0 | $0 | $0 | $0 | $0 | $18,109 | $0 | $18,857 | $0 | $181,235 | $0 | $0 |
| JIM LINDSEY | ||||||||||||||
| TRUSTEE | $0 | $139,026 | $0 | $0 | $0 | $0 | $0 | $9,732 | $0 | $6,313 | $0 | $155,071 | $0 | $0 |
| MELINDA MADURAI | ||||||||||||||
| TRUSTEE / SECRETARY | $0 | $133,954 | $0 | $0 | $0 | $0 | $0 | $9,989 | $0 | $17,478 | $0 | $161,421 | $0 | $0 |
| MICHAEL RICHARDS | ||||||||||||||
| TRUSTEE | $0 | $206,870 | $0 | $0 | $0 | $15,000 | $0 | $20,525 | $0 | $10,054 | $0 | $252,449 | $0 | $0 |
| GREG SWAN | ||||||||||||||
| TRUSTEE | $0 | $262,759 | $0 | $0 | $0 | $0 | $0 | $17,521 | $0 | $0 | $0 | $280,280 | $0 | $0 |
| DONALD GRAHAM | ||||||||||||||
| EXECUTIVE DIRECTOR | $140,088 | $0 | $7,500 | $0 | $0 | $0 | $15,036 | $0 | $14,260 | $0 | $176,884 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE EXECUTIVE COMMITTEE SERVES IN THE CAPACITY OF A COMPENSATION COMMITTEE AND REVIEWS PERFORMANCE AND COMPENSATION OF THE EXECUTIVE DIRECTOR. THE COMMITTEE REVIEWS SALARY SURVEYS PREPARED BY THE INDEPENDENT SCHOOLS ASSOCIATION OF THE SOUTHWEST FOR REASONABLENESS AMONG SCHOOL CFO'S AND SEEKS INPUT FROM INDEPENDENT THIRD-PARTY BENEFITS CONSULTANT FOR COMPENSATION ADJUSTMENTS IN THE BENEFITS/INSURANCE WORKFORCE. THE EXECUTIVE COMMITTEE MAKES A COMPENSATION RECOMMENDATION AND INFORMS THE FULL BOARD OF TRUSTEES PRIOR TO ADOPTING THE OPERATING BUDGET FOR THE ENSUING FISCAL YEAR. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL COOPERATIVERX | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SEE ATTACHED | RelationshipDescriptionTxt |
| Transaction | SEE ATTACHED. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART IV | FormAndLineReferenceDesc |
| Explanation | THE PLAN IS A MEMBER OF THE NATIONAL COOPERATIVERX ("NCRX"), FOCUSED ON LEVERAGING COMBINED PURCHASING POWER IN ORDER TO OBTAIN DISCOUNTS AND REBATES ON PHARMACY BENEFITS. DONALD GRAHAM, THE EXECUTIVE DIRECTOR OF THE PLAN BECAME A BOARD MEMBER OF NCRX DURING THE YEAR ENDED AUGUST 31, 2018. NCRX PAYS QUARTERLY REBATES AND ANNUAL PATRONAGE DIVIDENDS TO MEMBERS. FOR THE YEAR ENDED AUGUST 31, 2018 REBATES NETTED AGAINST BENEFIT PAYMENTS WAS $1,700,445. AT AUGUST 31, 2018, PHARMACY REBATES RECEIVABLE WAS $756,404. FOR THE YEAR ENDED AUGUST 31, 2018 THE PLAN RECORDED PATRONAGE DIVIDEND INCOME OF $8,136. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS THE TRUST IS A MULTIPLE EMPLOYER WELFARE ARRANGEMENT (MEWA), WHICH SERVES AS A VEHICLE TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPATING EMPLOYERS FOR THEIR EMPLOYEES. THE PARTICIPATING EMPLOYERS OF THE ISAS BENEFIT TRUST ARE COMPRISED OF INDEPENDENT MEMBER SCHOOLS WHICH PROVIDE BENEFITS TO THEIR EMPLOYEES VIA THE TRUST. THE INDEPENDENT SCHOOLS ARE CONSIDERED MEMBERS OF THE ORGANIZATION AS THEY HAVE THE RIGHT TO PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE BY SELECTING AN ELIGIBLE EMPLOYEE TO SERVE AS A TRUSTEE OF THE ORGANIZATION'S GOVERNING BODY. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS APPOINT REPRESENTATIVES TO GOVERNING BODY EACH PARTICIPATING EMPLOYER SHALL SELECT ONE OF ITS EMPLOYEES ELIGIBLE TO PARTICIPATE IN THE PLAN TO SERVE AS ITS REPRESENTATIVE WHO SHALL BE NAMED ITS TRUSTEE. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 REVIEW PROCESS SEVEN-PERSON EXECUTIVE COMMITTEE REVIEWS AND ACCEPTS THE FORM 990 PREPARED BY THIRD-PARTY OUTSIDE PREPARER; RETURN IS POSTED TO BOARD ACCESSIBLE WEBSITE FOR ACCESS AND REVIEW BY ALL OTHER MEMBERS OF GOVERNING BOARD PRIOR TO EXECUTIVE DIRECTOR SIGNING AND SUBMITTING TO IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST MONITORING ANNUALLY REQUIRES EACH TRUSTEE AND KEY EMPLOYEE TO SIGN AND DISCLOSE ANY RELATIONSHIP WITH ORGANIZATION VENDORS OR RELATED PARTIES; REQUIRES TRUSTEES TO DISCLOSE ANY CONFLICT PRIOR TO CONSIDERING NEW VENDOR RELATIONSHIPS |
| FORM 990, PART VI, SECTION B, LINE 15A | CEO COMPENSATION THE EXECUTIVE COMMITTEE SERVES IN THE CAPACITY OF A COMPENSATION COMMITTEE AND REVIEWS PERFORMANCE OF THE EXECUTIVE DIRECTOR. THE COMMITTEE REVIEWS SALARY SURVEY PREPARED BY THE INDEPENDENT SCHOOLS ASSOCIATION OF THE SOUTHWEST FOR REASONABLENESS AMONG SCHOOL CFO'S AND SEEKS INPUT FROM INDEPENDENT THIRD-PARTY BENEFITS CONSULTANT FOR COMPENSATION ADJUSTMENT BENCHMARK IN THE BENEFITS/INSURANCE WORKFORCE. THE EXECUTIVE COMMITTEE MAKES A COMPENSATION RECOMMENDATION AND INFORMS THE FULL BOARD OF TRUSTEES PRIOR TO ADOPTING THE OPERATING BUDGET FOR THE ENSUING FISCAL YEAR. |
| FORM 990, PART VI, SECTION C, LINE 19 | OTHER ORGANIZATION DOCUMENTS PUBLICLY AVAILABLE UPON WRITTEN REQUEST. |
| FORM 990, PART XII, LINE 2C: | AUDIT COMMITTEE THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS OF ITS AUDIT, REVIEW, OR COMPILATION OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (21 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| CASADY SCHOOL INC | ||||||||||
| 9500 N PENNSYLVANIA AVE | OKLAHOMA CITY | OK | 73120 | 730587209 | SCHOOL | OK | 501(C)(3) | LINE 2 | N/A | 0 |
| EPISCOPAL HIGH SCHOOL | ||||||||||
| 4650 BISSONNET | BELLAIRE | TX | 77401 | 760056509 | SCHOOL | TX | 501(C)(3) | LINE 2 | N/A | 0 |
| EPISCOPAL SCHOOL OF DALLAS INC | ||||||||||
| 4100 MERRELL RD | DALLAS | TX | 75229 | 751451116 | SCHOOL | TX | 501(C)(3) | LINE 2 | N/A | 0 |
| GOOD SHEPHERD EPISCOPAL SCHOOL | ||||||||||
| 11110 MIDWAY RD | DALLAS | TX | 75229 | 751008445 | SCHOOL | TX | 501(C)(3) | LINE 2 | N/A | 0 |
| GREENHILL SCHOOL | ||||||||||
| 4141 SPRING VALLEY RD | ADDISON | TX | 75001 | 751022742 | SCHOOL | TX | 501(C)(3) | LINE 2 | N/A | 0 |
| HOCKADAY SCHOOL | ||||||||||
| 11600 WELCH RD | DALLAS | TX | 75229 | 750800650 | SCHOOL | TX | 501(C)(3) | LINE 2 | N/A | 0 |
| THE JOHN COOPER SCHOOL | ||||||||||
| ONE JOHN COOPER DR | THE WOODLANDS | TX | 77381 | 760150423 | SCHOOL | TX | 501(C)(3) | LINE 2 | N/A | 0 |
| KEYSTONE SCHOOL | ||||||||||
| 119 E CRAIG PL | SAN ANTONIO | TX | 78212 | 741193337 | SCHOOL | TX | 501(C)(3) | LINE 2 | N/A | 0 |
| THE KINKAID SCHOOL INC | ||||||||||
| 201 KINKAID SCHOOL DR | HOUSTON | TX | 77024 | 760295523 | SCHOOL | TX | 501(C)(3) | LINE 2 | N/A | 0 |
| THE LAMPLIGHTER SCHOOL | ||||||||||
| 11611 INWOOD RD | DALLAS | TX | 75229 | 756059993 | SCHOOL | TX | 501(C)(3) | LINE 2 | N/A | 0 |
| PARISH EPISCOPAL SCHOOL | ||||||||||
| 4101 SIGMA RD | DALLAS | TX | 75244 | 751390485 | SCHOOL | TX | 501(C)(3) | LINE 2 | N/A | 0 |
| ST JOHN'S SCHOOL | ||||||||||
| 2401 CLAREMONT LN | HOUSTON | TX | 77019 | 741185668 | SCHOOL | TX | 501(C)(3) | LINE 2 | N/A | 0 |
| ST JOHN'S EPISCOPAL SCHOOL | ||||||||||
| 848 HARTER RD | DALLAS | TX | 75218 | 752147746 | SCHOOL | TX | 501(C)(3) | LINE 2 | N/A | 0 |
| ST MARK'S SCHOOL OF TEXAS | ||||||||||
| 10600 PRESTON RD | DALLAS | TX | 75230 | 750827460 | SCHOOL | TX | 501(C)(3) | LINE 2 | N/A | 0 |
| ST PHILIP'S SCHOOL & COMMUNITY CENTER | ||||||||||
| 1600 PENNSYLVANIA AVE | DALLAS | TX | 75215 | 751097360 | SCHOOL | TX | 501(C)(3) | LINE 2 | N/A | 0 |
| ST STEPHENS EPISCOPAL SCHOOL | ||||||||||
| 6500 ST STEPHENS DR | AUSTIN | TX | 78746 | 741109670 | SCHOOL | TX | 501(C)(3) | LINE 2 | N/A | 0 |
| TRINITY SCHOOL OF MIDLAND TEXAS | ||||||||||
| 3500 W WADLEY AVE | MIDLAND | TX | 79707 | 750995808 | SCHOOL | TX | 501(C)(3) | LINE 2 | N/A | 0 |
| THE WINSTON SCHOOL | ||||||||||
| 5707 ROYAL LN | DALLAS | TX | 75229 | 751450819 | SCHOOL | TX | 501(C)(3) | LINE 2 | N/A | 0 |
| THE WINSTON SCHOOL SAN ANTONIO | ||||||||||
| 8565 EWING HALSELL | SAN ANTONIO | TX | 78229 | 742529262 | SCHOOL | TX | 501(C)(3) | LINE 2 | N/A | 0 |
| INDEPENDENT SCHOOL ASSOCIATION OF THE SOUTHWEST | ||||||||||
| 505 N BIG SPRING ST SUITE 406 | MIDLAND | TX | 79701 | 237102696 | EDUCATION | TX | 501(C)(3) | LINE 10 | N/A | 0 |
| URSULINE ACADEMY OF DALLAS INC | ||||||||||
| 4900 WALNUT HILL LN | DALLAS | TX | 75229 | 752732215 | SCHOOL | TX | 501(C)(3) | LINE 2 | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Comments