ISAS GROUP BENEFITS TR: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ISAS GROUP BENEFITS TR (EIN 73-1366012)
- Tax period
- 2012-09-01 to 2013-08-31
- Filed
- 2014-04-03
- IRS object ID
- 201420939349300607
- Schema version
- 2012v2.3
- 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) |
|---|---|---|
| Timestamp | 2014-04-03T10:40:10-05:00 | Timestamp |
| Tax Period End Date | 2013-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANE GORMAN TRUBITT PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731366012 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISAS Group Benefits Trust | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % DONALD GRAHAM | InCareOfName |
| Name Control | ISAS | NameControl |
| Phone | 2147065459 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Donald Graham | Name |
| Title | Executive Director | Title |
| Phone | 2147065459 | Phone |
| Date Signed | 2014-04-01 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | David H Ovesen | Name |
| Phone | 2148717500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Donald Graham | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12712 Park Central Dr STE 100 | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 75251 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 32620069 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.ISASTRUST.ORG | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1989 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | Providing medical benefits to eligible employees and dependents of participating employers, including claim payments and administration to approximately 4,430 enrolled individuals. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 22 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 22 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 26060833 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 28862219 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 92926 | InvestmentIncomePriorYear |
| Investment Income Current Year | 47529 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 26153759 | TotalRevenuePriorYear |
| Total Revenue Current Year | 28909748 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 23804827 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 22199667 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 144185 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 149614 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3421871 | OtherExpensePriorYear |
| Other Expenses Current Year | 3735903 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 27370883 | TotalExpensesPriorYear |
| Total Expenses Current Year | 26085184 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1217124 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2824564 | RevenuesLessExpensesCY |
| Total Assets BOY | 9661406 | TotalAssetsBOY |
| Total Assets EOY | 12227032 | TotalAssetsEOY |
| Total Liabilities BOY | 3084596 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2875867 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 6576810 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 9351165 | NetAssetsOrFundBalancesEOY |
| Mission Description | Providing medical benefits to eligible employees and dependents of participating employers, including claim payments and administration to approximately 4,430 enrolled individuals. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Description | Providing medical benefits to eligible employees and dependents of participating employers, including claim payments and administration to approximately 4,430 enrolled individuals. | Description |
| Described In501 C3 | false | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | false | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 2 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 22 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 22 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DONALD GRAHAM | NamePerson |
| Telephone Number | 2147065459 | TelephoneNumber |
Address US AddressUS
| 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 |
Form990 Part VII Section A Form990PartVIISectionA (24 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Reportable Comp From OrganizationReportableCompFromOrganization |
|---|---|---|---|---|---|---|---|
| GREG SWAN | |||||||
| TRUSTEE/PRESIDENT, EXEC VP | 2.5 | 40.0 | X | X | 232397 | 23712 | |
| NATHAN SHELDON | |||||||
| TRUSTEE/PRESIDENT | 3.6 | 40.0 | X | X | 153251 | 30567 | |
| SUZANNE TOWNSEND | |||||||
| TRUSTEE/EXEC VICE-PRESIDENT | 1.1 | 40.0 | X | X | 179276 | 17542 | |
| JULIE SAQUETON | |||||||
| TRUSTEE/VICE-PRESIDENT | 1.1 | 40.0 | X | X | 71176 | 10499 | |
| MARY PAT HIGGINS | |||||||
| TRUSTEE/VICE PRESIDENT | 1.9 | 40.0 | X | X | 323511 | 28463 | |
| JOANNE MARGRAVES | |||||||
| TRUSTEE/SECRETARY | 1.1 | 40.0 | X | X | 190334 | 33543 | |
| JIM KOEHLER | |||||||
| TRUSTEE/SECRETARY | 1.1 | 40.0 | X | X | 111097 | 18883 | |
| MELISSA ORTH | |||||||
| TRUSTEE/TREASURER | 1.1 | 40.0 | X | X | 277340 | 48645 | |
| EVELYN CAMBRIA | |||||||
| TRUSTEE/TREASURER | 1.6 | 40.0 | X | X | 162591 | 22062 | |
| JIM LINDSEY | |||||||
| TRUSTEE | 0.9 | 40.0 | X | 116480 | 9820 | ||
| ELISE MURPHY | |||||||
| TRUSTEE | 0.8 | 40.0 | X | 152400 | 19374 | ||
| MICHAEL RICHARDS | |||||||
| TRUSTEE | 0.8 | 40.0 | X | 167670 | 64428 | ||
| DAVID BARRIENTES | |||||||
| TRUSTEE | 0.8 | 40.0 | X | 81676 | 4896 | ||
| RHONDA DURHAM | |||||||
| TRUSTEE | 0.6 | 40.0 | X | 203384 | 14809 | ||
| ROBERT BUCHHOLZ | |||||||
| TRUSTEE | 0.7 | 40.0 | X | 229897 | 10379 | ||
| LINDA WILSON | |||||||
| TRUSTEE | 0.8 | 40.0 | X | 83098 | 39000 | ||
| MARK KIRKPATRICK | |||||||
| TRUSTEE | 0.8 | 40.0 | X | 156294 | |||
| MELINDA MADURAI | |||||||
| TRUSTEE | 0.8 | 40.0 | X | 99243 | 14352 | ||
| CECILIA MARTINEZ | |||||||
| TRUSTEE | 0.8 | 40.0 | X | 65196 | 22500 | ||
| CHRIS PATTERSON | |||||||
| TRUSTEE | 0.9 | 40.0 | X | 135592 | 22584 | ||
| PAM WORSHAM | |||||||
| TRUSTEE | 0.9 | 40.0 | X | 74644 | 3015 | ||
| VANCE ULSH | |||||||
| TRUSTEE | 0.9 | 40.0 | X | 143058 | 22528 | ||
| JT COATS | |||||||
| TRUSTEE | 0.8 | 40.0 | X | 115368 | 8816 | ||
| DONALD GRAHAM | |||||||
| EXECUTIVE DIRECTOR | 40.0 | X | 29712 | 109153 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 109153 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 3524973 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 520129 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| UNITED HEALTHCARE INSURANCE CO | |||||
| 22703 NETWORK PLACE | CHICAGO | IL | 60673 | CLAIMS PROCESSING | 1240063 |
| HOLMES MURPHY ASSOC INC | |||||
| PO BOX 9207 | DES MOINE | IA | 50306 | BENEFITS CONSULTING | 187442 |
| COMPASS PROFESSIONAL HEALTH SERVICE | |||||
| 3102 OAK LAWN SUITE 215 | DALLAS | TX | 75219 | MEMBER SERVICES | 148971 |
| CONCENTRA HEALTH SERVICES INC | |||||
| 5080 SPECTRUM DR SUITE 1200W | ADDISON | TX | 75001 | WELLNESS TESTING | 146015 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Total Contributions | 0 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| BENEFIT PREMIUMS | 525100 | 28861688 | 28861688 |
| WITHDRAWAL FEE | 525100 | 531 | 531 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 28862219 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 66279 | TotalRevenueColumn |
| Exclusion | $66,279 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3691571 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3710321 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -18750 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -18750 | TotalRevenueColumn |
| Exclusion | -$18,750 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 28909748 | TotalRevenueColumn |
| Related Or Exempt Function Income | 28862219 | RelatedOrExemptFunctionIncome |
| Exclusion | $47,529 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22199667 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 140959 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8655 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39165 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20892 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1715520 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1328 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3416 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6000 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32741 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7702 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15139 | Total |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| STOP-LOSS INSURANCE | 1796768 |
| WELLNESS PROGRAM | 90930 |
| OTHER EXPENSES | 6302 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26085184 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 257071 | BOY |
| EOY | 1138050 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5432303 | BOY |
| EOY | 10936483 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 265945 | BOY |
| EOY | 147228 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3418 | BOY |
| EOY | 5271 | EOY |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3702669 | BOY |
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9661406 | BOY |
| EOY | 12227032 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3084596 | BOY |
| EOY | 2875867 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3084596 | BOY |
| EOY | 2875867 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6576810 | BOY |
| EOY | 9351165 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6576810 | BOY |
| EOY | 9351165 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9661406 | BOY |
| EOY | 12227032 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 2824564 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -50209 | ReconciliationUnrealizedInvest |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Current Year Minus3 Years | CurrentYearMinus3Years | |
| Current Year Minus4 Years | CurrentYearMinus4Years | |
| Land | Land | |
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements | |
| Equipment | Equipment | |
| Other Land Buildings | OtherLandBuildings | |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
| Total Of Amounts | 0 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 28859539 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -50209 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -50209 | RevenueNotRptdF990 |
| Revenue Subtotal | 28909748 | RevenueSubtotal |
| Total Revenue Per Form990 | 28909748 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 26085184 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 26085184 | ExpensesSubtotal |
| Total Expenses Per Form990 | 26085184 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FIN 48 (ASC 740) Footnote | Identifier |
| Return Reference | Form 990, Schedule D, Part X, line 2 | ReturnReference |
| 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, 2013 and 2012 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 2010. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (14 entries)
| TitleTitle | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Bonus Related OrgsBonusRelatedOrgs | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Other Compensation Related OrgsOtherCompensationRelatedOrgs |
|---|---|---|---|---|---|---|
| GREG SWAN | ||||||
| TRUSTEE/PRESIDENT, EXEC VP | 232397 | 23712 | 256109 | |||
| NATHAN SHELDON | ||||||
| TRUSTEE/PRESIDENT | 138098 | 22991 | 183818 | 15153 | 7576 | |
| SUZANNE TOWNSEND | ||||||
| TRUSTEE/EXEC VICE-PRESIDENT | 179276 | 7498 | 196818 | 10044 | ||
| MARY PAT HIGGINS | ||||||
| TRUSTEE/VICE PRESIDENT | 298511 | 28463 | 351974 | 25000 | ||
| JOANNE MARGRAVES | ||||||
| TRUSTEE/SECRETARY | 182874 | 16068 | 223877 | 17475 | 7460 | |
| MELISSA ORTH | ||||||
| TRUSTEE/TREASURER | 277040 | 32985 | 325985 | 300 | 15660 | |
| EVELYN CAMBRIA | ||||||
| TRUSTEE/TREASURER | 162591 | 7446 | 184653 | 14616 | ||
| ELISE MURPHY | ||||||
| TRUSTEE | 151910 | 7038 | 171774 | 12336 | 490 | |
| MICHAEL RICHARDS | ||||||
| TRUSTEE | 167670 | 35650 | 232098 | 28778 | ||
| RHONDA DURHAM | ||||||
| TRUSTEE | 203384 | 218193 | 14809 | |||
| ROBERT BUCHHOLZ | ||||||
| TRUSTEE | 229897 | 10379 | 240276 | |||
| MARK KIRKPATRICK | ||||||
| TRUSTEE | 156294 | 156294 | ||||
| CHRIS PATTERSON | ||||||
| TRUSTEE | 135592 | 19784 | 158176 | 2800 | ||
| VANCE ULSH | ||||||
| TRUSTEE | 142278 | 9168 | 165586 | 13360 | 780 | |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Executive Compensation | Identifier |
| Return Reference | Schedule J, Part I, Line 3 | ReturnReference |
| 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 SURVEY PREPARED BY THE INDEPENDENT SCHOOLS ASSOCIATION OF THE SOUTHWEST FOR REASONABLENESS AMONG SCHOOL CFOS 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. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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 ACCESSBILE 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 COMITTEE REVIEWS SALARY SURVEY PREPARED BY THE INDEPENDENT SCHOOLS ASSOCIATION OF THE SOUTHWEST FOR REASONABLENESS AMONG SCHOOL CFOS AND SEEKS INPUT FROM INDEPENDENT THIRD-PARTY BENEFITS CONSULTANT FOR COMPENSATION ADJUSTMENT BENCHMARK IN THE BENEFITS/INSURANCE WORKFORCE. THE EXECTUVIE 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 receiving and accepting the audit report. |
| Members | Form 990, Part VI, Section A, 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, Section A, 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
Form990 Schedule R Part II Form990ScheduleRPartII (22 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | DALLAS | TX | 75229 | 751008445 | SCHOOL | TX | 501(C)(3) | 2 | NA | false |
| GREENHILL SCHOOL | ||||||||||
| 4141 SPRING VALLEY | 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 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 Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
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