ISAS GROUP BENEFITS TR: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ISAS GROUP BENEFITS TR (EIN 73-1366012)
- Tax period
- 2013-09-01 to 2014-08-31
- Filed
- 2015-03-23
- IRS object ID
- 201500829349300220
- Schema version
- 2013v4.0
- 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 | 2015-03-23T12:29:33-05:00 | ReturnTs |
| Tax Period End | 2014-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANE GORMAN TRUBITT PLLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2626 HOWELL STREET SUITE 700 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 752044064 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-09-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DONALD GRAHAM | InCareOfNm |
| Business Name Control | ISAS | BusinessNameControlTxt |
| Phone | 2147065459 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12712 Park Central Drive | AddressLine1 |
| Address Line2 | Suite 100 | AddressLine2 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 75251 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Donald Graham | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 2147065459 | PhoneNum |
| Signature | 2015-03-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David H Ovesen | PreparerPersonNm |
| PTIN | P00740904 | PTIN |
| Phone | 2147065459 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | 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 DR 100 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75251 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $27,786,269 | GrossReceiptsAmt |
| Group Return For Affiliates | false | 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 & ADMINISTRATION TO APPROXIMATELY 4,485 ENROLLED INDIVIDUALS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $28,862,219 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $27,762,526 | CYProgramServiceRevenueAmt |
| PY Investment Income | $47,529 | PYInvestmentIncomeAmt |
| CY Investment Income | $23,743 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $28,909,748 | PYTotalRevenueAmt |
| CY Total Revenue | $27,786,269 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $22,199,667 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $20,333,464 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $149,614 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $155,098 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,735,903 | PYOtherExpensesAmt |
| CY Other Expenses | $4,777,028 | CYOtherExpensesAmt |
| PY Total Expenses | $26,085,184 | PYTotalExpensesAmt |
| CY Total Expenses | $25,265,590 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,824,564 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,520,679 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,227,032 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,315,168 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,875,867 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,443,324 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,351,165 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,871,844 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDING MEDICAL BENEFITS TO ELIGIBLE EMPLOYEES AND DEPENDENTS OF PARTICIPATING EMPLOYERS, INCLUDING CLAIM PAYMENTS AND ADMINISTRATION TO APPROXIMATELY 4,485 ENROLLED INDIVIDUALS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $0 | ExpenseAmt |
| Revenue | $0 | RevenueAmt |
| Desc | PROVIDING MEDICAL BENEFITS TO ELIGIBLE EMPLOYEES AND DEPENDENTS OF PARTICIPATING EMPLOYERS, INCLUDING CLAIM PAYMENTS AND ADMINISTRATION TO APPROXIMATELY 4,485 ENROLLED INDIVIDUALS. | Desc |
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD GRAHAM | PersonNm |
| Phone | 2147065459 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12712 PARK CENTRAL DRIVE SUITE 100 | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 75251 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| GREG SWAN | |||||||
| TRUSTEE / PRESIDENT | 4.5 | 40.0 | Yes (X) | Yes (X) | $0 | $228,417 | $36,693 |
| SUZANNE TOWNSEND | |||||||
| TRUSTEE / EXECUTIVE VP | 1.5 | 40.0 | Yes (X) | Yes (X) | $0 | $188,217 | $18,946 |
| JULIE SAQUETON | |||||||
| TRUSTEE / VICE-PRESIDENT | 1.9 | 40.0 | Yes (X) | Yes (X) | $0 | $71,391 | $11,147 |
| JOANNE MARGRAVES | |||||||
| TRUSTEE / SECRETARY | 1.6 | 40.0 | Yes (X) | Yes (X) | $0 | $203,657 | $30,446 |
| MELISSA ORTH | |||||||
| TRUSTEE / TREASURER | 1.9 | 40.0 | Yes (X) | Yes (X) | $0 | $261,240 | $67,503 |
| NATHAN SHELDON | |||||||
| TRUSTEE | 0.9 | 40.0 | Yes (X) | $0 | $157,643 | $31,420 | |
| JIM LINDSEY | |||||||
| TRUSTEE | 0.9 | 40.0 | Yes (X) | $0 | $110,385 | $15,920 | |
| ELISE MURPHY | |||||||
| TRUSTEE | 0.8 | 40.0 | Yes (X) | $0 | $156,599 | $23,150 | |
| MICHAEL RICHARDS | |||||||
| TRUSTEE | 0.8 | 40.0 | Yes (X) | $0 | $174,868 | $23,439 | |
| DAVID BARRIENTES | |||||||
| TRUSTEE | 0.8 | 40.0 | Yes (X) | $0 | $85,676 | $5,330 | |
| RHONDA DURHAM | |||||||
| TRUSTEE | 0.4 | 40.0 | Yes (X) | $0 | $211,982 | $16,688 | |
| EVELYN CAMBRIA | |||||||
| TRUSTEE | 0.8 | 40.0 | Yes (X) | $0 | $167,463 | $25,061 | |
| SHIRLEY SMALL | |||||||
| TRUSTEE | 0.8 | 40.0 | Yes (X) | $0 | $66,659 | $11,657 | |
| ROBERT BUCHHOLZ | |||||||
| TRUSTEE | 0.6 | 40.0 | Yes (X) | $0 | $234,731 | $10,545 | |
| JT COATS | |||||||
| TRUSTEE | 0.8 | 40.0 | Yes (X) | $0 | $220,981 | $16,089 | |
| LINDA WILSON | |||||||
| TRUSTEE | 0.8 | 40.0 | Yes (X) | $0 | $85,460 | $40,000 | |
| MARK KIRKPATRICK | |||||||
| TRUSTEE | 0.8 | 40.0 | Yes (X) | $0 | $160,064 | $0 | |
| MELINDA MADURAI | |||||||
| TRUSTEE | 0.8 | 40.0 | Yes (X) | $0 | $113,025 | $5,280 | |
| CECILIA MARTINEZ | |||||||
| TRUSTEE | 0.8 | 40.0 | Yes (X) | $0 | $66,705 | $0 | |
| CHRIS PATTERSON | |||||||
| TRUSTEE | 0.9 | 40.0 | Yes (X) | $0 | $144,989 | $22,008 | |
| PAM WORSHAM | |||||||
| TRUSTEE | 0.9 | 40.0 | Yes (X) | $0 | $85,878 | $3,106 | |
| VANCE ULSH | |||||||
| TRUSTEE | 0.9 | 40.0 | Yes (X) | $0 | $157,415 | $32,727 | |
| JIM KOEHLER | |||||||
| TRUSTEE | 0.8 | 40.0 | Yes (X) | $0 | $115,815 | $29,445 | |
| DONALD GRAHAM | |||||||
| EXECUTIVE DIRECTOR | 40.0 | 0.0 | Yes (X) | $113,750 | $0 | $29,720 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $113,750 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,469,260 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $506,320 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UNITED HEALTHCARE INSURANCE CO | |||||
| 22703 NETWORK PLACE | CHICAGO | IL | 60673 | CLAIMS PROCESSING | $1,333,095 |
| HOLMES MURPHY ASSOC INC | |||||
| PO BOX 9207 | DES MOINES | IA | 50306 | BENEFITS CONSULTING | $193,619 |
| COMPASS PROFESSIONAL HEALTH SERVICE | |||||
| 3102 OAKLAWN SUITE 215 | DALLAS | TX | 75219 | MEMBER SERVICES | $145,949 |
| EHEALTH SCREENINGS LLC | |||||
| 12000 STARCREST SUITE 108 | SAN ANTONIO | TX | 78247 | WELLNESS TESTING | $102,358 |
| HODGES-MACE BENEFITS GROUP INC | |||||
| 5775-DS GLENRIDGE DRIVE NE | ATLANTA | GA | 30328 | ENROLLMENT COUNSEL | $250,965 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFIT PREMIUMS | Desc |
| Business | 525100 | BusinessCd |
| Total Revenue Column | $27,762,526 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $27,762,526 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $27,762,526 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,743 | TotalRevenueColumnAmt |
| Exclusion | $23,743 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,786,269 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $27,762,526 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $23,743 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,333,464 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,200 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,898 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,969 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,290 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,123,182 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,352 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,629 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,000 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,429 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,074 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,139 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| STOP-LOSS INSURANCE | $2,095,024 |
| WELLNESS PROGRAM | $134,802 |
| AFFORDABLE CARE ACT FEES | $189,065 |
| OTHER EXPENSES | $2,073 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,265,590 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,138,050 | BOYAmt |
| EOY | $1,807,025 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,936,483 | BOYAmt |
| EOY | $12,197,228 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,228 | BOYAmt |
| EOY | $250,154 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,271 | BOYAmt |
| EOY | $60,761 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,227,032 | BOYAmt |
| EOY | $14,315,168 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,875,867 | BOYAmt |
| EOY | $2,443,324 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,875,867 | BOYAmt |
| EOY | $2,443,324 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,351,165 | BOYAmt |
| EOY | $11,871,844 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,351,165 | BOYAmt |
| EOY | $11,871,844 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,227,032 | BOYAmt |
| EOY | $14,315,168 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,520,679 | ReconcilationRevenueExpnssAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp | |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $27,786,269 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $27,786,269 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $27,786,269 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $25,265,590 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $25,265,590 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $25,265,590 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2 - FIN 48 (ASC 740) FOOTNOTE | FormAndLineReferenceDesc |
| Explanation | 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, 2014 and 2013 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. The Plan Administrator believes it is no longer subject to income tax examinations for years prior to 2011. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GREG SWAN | ||||||||||||||
| TRUSTEE / PRESIDENT | $0 | $228,417 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $36,693 | $0 | $265,110 | $0 | $0 |
| SUZANNE TOWNSEND | ||||||||||||||
| TRUSTEE / EXECUTIVE VP | $0 | $177,217 | $0 | $11,000 | $0 | $0 | $0 | $10,809 | $0 | $8,137 | $0 | $207,163 | $0 | $0 |
| JOANNE MARGRAVES | ||||||||||||||
| TRUSTEE / SECRETARY | $0 | $196,288 | $0 | $0 | $0 | $7,369 | $0 | $18,338 | $0 | $12,108 | $0 | $234,103 | $0 | $0 |
| MELISSA ORTH | ||||||||||||||
| TRUSTEE / TREASURER | $0 | $261,047 | $0 | $193 | $0 | $0 | $0 | $32,640 | $0 | $34,863 | $0 | $328,743 | $0 | $0 |
| NATHAN SHELDON | ||||||||||||||
| TRUSTEE | $0 | $142,177 | $0 | $15,466 | $0 | $0 | $0 | $7,720 | $0 | $23,700 | $0 | $189,063 | $0 | $0 |
| ELISE MURPHY | ||||||||||||||
| TRUSTEE | $0 | $156,109 | $0 | $0 | $0 | $490 | $0 | $15,586 | $0 | $7,564 | $0 | $179,749 | $0 | $0 |
| MICHAEL RICHARDS | ||||||||||||||
| TRUSTEE | $0 | $174,868 | $0 | $0 | $0 | $0 | $0 | $23,439 | $0 | $0 | $0 | $198,307 | $0 | $0 |
| RHONDA DURHAM | ||||||||||||||
| TRUSTEE | $0 | $188,982 | $0 | $0 | $0 | $23,000 | $0 | $15,500 | $0 | $1,188 | $0 | $228,670 | $0 | $0 |
| EVELYN CAMBRIA | ||||||||||||||
| TRUSTEE | $0 | $167,463 | $0 | $0 | $0 | $0 | $0 | $17,500 | $0 | $7,561 | $0 | $192,524 | $0 | $0 |
| ROBERT BUCHHOLZ | ||||||||||||||
| TRUSTEE | $0 | $229,731 | $0 | $5,000 | $0 | $0 | $0 | $0 | $0 | $10,545 | $0 | $245,276 | $0 | $0 |
| JT COATS | ||||||||||||||
| TRUSTEE | $0 | $200,981 | $0 | $20,000 | $0 | $0 | $0 | $0 | $0 | $16,089 | $0 | $237,070 | $0 | $0 |
| MARK KIRKPATRICK | ||||||||||||||
| TRUSTEE | $0 | $160,064 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $160,064 | $0 | $0 |
| CHRIS PATTERSON | ||||||||||||||
| TRUSTEE | $0 | $144,989 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $22,008 | $0 | $166,997 | $0 | $0 |
| VANCE ULSH | ||||||||||||||
| TRUSTEE | $0 | $156,516 | $0 | $0 | $0 | $899 | $0 | $23,000 | $0 | $9,727 | $0 | $190,142 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | EXECUTIVE COMPENSATION | FormAndLineReferenceDesc |
| Explanation | SCHEDULE J, PART I, LINE 3 THE EXECUTIVE COMMITTEE SERVES IN THE CAPACITY OF A COMPENSATION COMMITTEE AND REVIEWS PERFORMANCE AND COMPENSATION 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 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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 REVIEW PROCESS | FORM 990, PART VI, SECTION B, LINE 11 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. |
| CONFLICT OF INTEREST MONITORING | FORM 990, PART VI, SECTION B, LINE 12C 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. |
| CEO COMPENSATION | FORM 990, PART VI, SECTION B, LINE 15A 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. |
| OTHER ORGANIZATION DOCUMENTS PUBLICLY AVAILABLE | FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON WRITTEN REQUEST. |
| AUDIT COMMITTEE | FORM 990, PART XII, LINE 2C No changes have been made to the procedure; the Trust Finance Committee serves in the role of an Audit Committee, selecting the independent auditor and REVIEWING and accepting the audit report. |
| Members | Form 990, Part VI, Line 6 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. |
| Members appoint representatives to Governing Body | Form 990, Part VI,Line 7(a) 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (22 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| CASADY SCHOOL INC | ||||||||||
| 9500 N PENNSYLVANIA AVE | OKLAHOMA CITY | OK | 73120 | 730587209 | SCHOOL | OK | 501(C)(3) | 2 | NA | false |
| EPISCOPAL HIGH SCHOOL | ||||||||||
| 4650 BISSONNET | BELLAIRE | TX | 77401 | 760056509 | SCHOOL | TX | 501(C)(3) | 2 | NA | false |
| EPISCOPAL SCHOOL OF DALLAS INC | ||||||||||
| 4100 MERRELL RD | DALLAS | TX | 75229 | 751451116 | SCHOOL | TX | 501(C)(3) | 2 | NA | false |
| GOOD SHEPHERD EPISCOPAL SCHOOL | ||||||||||
| 11110 MIDWAY RD | DALLAS | TX | 75229 | 751008445 | SCHOOL | TX | 501(C)(3) | 2 | NA | false |
| GREENHILL SCHOOL | ||||||||||
| 4141 SPRING VALLEY RD | ADDISON | TX | 75001 | 751022742 | SCHOOL | TX | 501(C)(3) | 2 | NA | false |
| HOCKADAY SCHOOL | ||||||||||
| 11600 WELCH RD | DALLAS | TX | 75229 | 750800650 | SCHOOL | TX | 501(C)(3) | 2 | NA | false |
| THE JOHN COOPER SCHOOL | ||||||||||
| ONE JOHN COOPER DR | THE WOODLANDS | TX | 77381 | 760150423 | SCHOOL | TX | 501(C)(3) | 2 | NA | false |
| KEYSTONE SCHOOL | ||||||||||
| 119 E CRAIG PL | SAN ANTONIO | TX | 78212 | 741193337 | SCHOOL | TX | 501(C)(3) | 2 | NA | false |
| THE KINKAID SCHOOL INC | ||||||||||
| 201 KINKAID SCHOOL DR | HOUSTON | TX | 77024 | 760295523 | SCHOOL | TX | 501(C)(3) | 2 | NA | false |
| THE LAMPLIGHTER SCHOOL | ||||||||||
| 11611 INWOOD RD | DALLAS | TX | 75229 | 756059993 | SCHOOL | TX | 501(C)(3) | 2 | NA | false |
| PARISH EPISCOPAL SCHOOL | ||||||||||
| 4101 SIGMA RD | DALLAS | TX | 75244 | 751390485 | SCHOOL | TX | 501(C)(3) | 2 | NA | false |
| ST FRANCIS EPISCOPAL DAY SCHOOL | ||||||||||
| 335 PINEY POINT | HOUSTON | TX | 77024 | 742056108 | SCHOOL | TX | 501(C)(3) | 2 | NA | false |
| ST JOHN'S SCHOOL | ||||||||||
| 2401 CLAREMONT LN | HOUSTON | TX | 77019 | 741185668 | SCHOOL | TX | 501(C)(3) | 2 | NA | false |
| ST JOHN'S EPISCOPAL SCHOOL | ||||||||||
| 848 HARTER RD | DALLAS | TX | 75218 | 752147746 | SCHOOL | TX | 501(C)(3) | 2 | NA | false |
| ST MARK'S SCHOOL OF TEXAS | ||||||||||
| 10600 PRESTON RD | DALLAS | TX | 75230 | 750827460 | SCHOOL | TX | 501(C)(3) | 2 | NA | false |
| ST PHILIP'S SCHOOL & COMMUNITY CENTER | ||||||||||
| 1600 PENNSYLVANIA AVE | DALLAS | TX | 75215 | 751097360 | SCHOOL | TX | 501(C)(3) | 2 | NA | false |
| ST STEPHENS EPISCOPAL SCHOOL | ||||||||||
| 6500 ST STEPHENS DR | AUSTIN | TX | 78746 | 741109670 | SCHOOL | TX | 501(C)(3) | 2 | NA | false |
| TRINITY SCHOOL OF MIDLAND TEXAS | ||||||||||
| 3500 W WADLEY AVE | Midland | TX | 79707 | 750995808 | SCHOOL | TX | 501(C)(3) | 2 | NA | false |
| URSULINE ACADEMY OF DALLAS INC | ||||||||||
| 4900 WALNUT HILL LN | DALLAS | TX | 75229 | 752732215 | SCHOOL | TX | 501(C)(3) | 2 | NA | false |
| THE WINSTON SCHOOL | ||||||||||
| 5707 ROYAL LN | DALLAS | TX | 75229 | 751450819 | SCHOOL | TX | 501(C)(3) | 2 | NA | false |
| THE WINSTON SCHOOL SAN ANTONIO | ||||||||||
| 8565 EWING HALSELL | SAN ANTONIO | TX | 78229 | 742529262 | SCHOOL | TX | 501(C)(3) | 2 | NA | false |
| INDEPENDENT SCHOOL ASSOCIATION SOUTHWEST | ||||||||||
| 505 N BIG SPRING ST SUITE 406 | MIDLAND | TX | 79701 | 237102696 | EDUCATION | TX | 501(C)(3) | 9 | NA | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Comments