ISAS GROUP BENEFITS TR: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization: ISAS GROUP BENEFITS TR (EIN 73-1366012)
Tax period: 2009-09-01 to 2010-08-31
Filed: 2011-02-14
IRS object ID: 201120459349301427
Schema version: 2009v1.7
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
Form 990
Schedule D
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-02-14T16:53:13-08:00	Timestamp
Tax Period End Date	2010-08-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Gaynor and Morris PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	5610 South Memorial Suite A	AddressLine1
City	Tulsa	City
State	OK	State
ZIP Code	741459013	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2009-09-01	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)
Name Control	ISAS	NameControl
Phone	2147065459	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3333 LEE PARKWAY SUITE 900	AddressLine1
City	DALLAS	City
State	TX	State
ZIP Code	75219	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	DONALD GRAHAM	Name
Title	Executive Direc	Title
Date Signed	2011-02-14	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	James P Gaynor CPA	Name
Phone	9186648780	Phone

Field	Value	IRS element (for citing)
Tax Year	2009	TaxYear
Build TS	2016-02-24 21:20:13Z	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	3333 LEE PKWY SUITE 900	AddressLine1
City	DALLAS	City
State	TX	State
ZIP Code	75219	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	23081610	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
All Affiliates Included	false	AllAffiliatesIncluded
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 2,590 ENROLLED INDIVIDUALS.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	23	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	23	NbrIndependentVotingMembers
Total Nbr Employees	1	TotalNbrEmployees
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Current Year	0	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	21102445	ProgramServiceRevenuePriorYear
Program Service Revenue CY	23038097	ProgramServiceRevenueCY
Investment Income Prior Year	87012	InvestmentIncomePriorYear
Investment Income Current Year	43513	InvestmentIncomeCurrentYear
Other Revenue Current Year	0	OtherRevenueCurrentYear
Total Revenue Prior Year	21189457	TotalRevenuePriorYear
Total Revenue Current Year	23081610	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	17194895	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	18593249	BenefitsPaidToMembersCY
Salaries Etc Prior Year	130994	SalariesEtcPriorYear
Salaries Etc Current Year	130800	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	2514530	OtherExpensePriorYear
Other Expenses Current Year	3083097	OtherExpensesCurrentYear
Total Expenses Prior Year	19840419	TotalExpensesPriorYear
Total Expenses Current Year	21807146	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	1349038	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	1274464	RevenuesLessExpensesCY
Total Assets BOY	8533331	TotalAssetsBOY
Total Assets EOY	9926070	TotalAssetsEOY
Total Liabilities BOY	2613155	TotalLiabilitiesBOY
Total Liabilities EOY	2719451	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	5920176	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	7206619	NetAssetsOrFundBalancesEOY
Mission Description	PROVIDING MEDICAL BENEFITS TO ELIGIBLE EMPLOYEES AND DEPENDENTS OF PARTICIPATING EMPLOYERS INCLUDING CLAIM PAYMENTS AND ADMINISTRATION TO APPROXIMATELY 2,590 ENROLLED INDIVIDUALS.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	21367121	Expense
Revenue	23081610	Revenue
Description	PROVIDING MEDICAL BENEFITS TO ELIGIBLE EMPLOYEES AND DEPENDENTS OF PARTICIPATING EMPLOYERS INCLUDING CLAIM PAYMENTS AND ADMINISTRATION TO APPROXIMATELY 2,590 ENROLLED INDIVIDUALS	Description
Total Program Service Expense	21367121	TotalProgramServiceExpense
Described In501 C3	false	DescribedIn501C3
Schedule B Required	false	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
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
Balance Sheet Amounts Reported	false	BalanceSheetAmountsReported
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	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Invest Tax Exempt Bonds	false	InvestTaxExemptBonds
Escrow Account	false	EscrowAccount
On Behalf Of Issuer	false	OnBehalfOfIssuer
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
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	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	3	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
Form990-T Filed	false	Form990-TFiled
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Form8886 T Filed	false	Form8886TFiled
Non Deductible Contributions	false	NonDeductibleContributions
Non Deductible Disclosure	false	NonDeductibleDisclosure
Excess Business Holdings	false	ExcessBusinessHoldings
Taxable Distributions	false	TaxableDistributions
Distribution To Donor	false	DistributionToDonor
Filed Lieu1041	false	FiledLieu1041
Nbr Voting Governing Body Members	23	NbrVotingGoverningBodyMembers
Number Independent Voting Members	23	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	true	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	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
Policies Reference Chapters	false	PoliciesReferenceChapters
Form990 Provided To Governing Body	false	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	false	RegularMonitoringEnforcement
Whistleblower Policy	false	WhistleblowerPolicy
Document Retention Policy	false	DocumentRetentionPolicy
Compensation Process CEO	false	CompensationProcessCEO
Compensation Process Other	false	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
Written Policy Or Procedure	false	WrittenPolicyOrProcedure
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	3333 LEE PARKWAY SUITE 900	AddressLine1
City	DALLAS	City
State	TX	State
ZIP Code	75219	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (24 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation
VANCE ULSH
Trustee/Ex Pres	1.00	X	X	0	0	0
TODD FOSTER
Trustee	1.00	X		0	0	0
SUZANNE TOWNSEND
Trustee/Ex V.P.	2.00	X	X	0	0	0
RHONDA DURHAM
Trustee	1.00	X		0	0	0
PAM WORSHAM
Trustee	1.00	X		0	0	0
NATHAN SHELDON
Trustee/Pres.	2.00	X	X	0	0	0
MICHAEL RICHARDS
Trustee	1.00	X		0	0	0
MELISSA ORTH
Trustee	1.00	X		0	0	0
MELINDA MADURAI
Trustee	1.00	X		0	0	0
MARY PAT HIGGINS
Trustee/V. Pres	2.00	X	X	0	0	0
LINDA WILSON
Trustee	1.00	X		0	0	0
LESLIE LAMBERT MORGAN
Trustee	1.00	X		0	0	0
JULIE SAQUETON
Trustee	1.00	X		0	0	0
JOANNE MARGRAVES
Trustee	1.00	X		0	0	0
JIM LINDSEY
Trustee	1.00	X		0	0	0
JIM KOEHLER
Trustee/Sec.	2.00	X	X	0	0	0
JACK RAMSEY
Trustee	1.00	X		0	0	0
GREG SWAN
Trustee/Exec VP	2.00	X	X	0	0	0
EVELYN CAMBRIA
Trustee/Treas.	2.00	X	X	0	0	0
ELISE MURPHY
Trustee/Ex Sec.	1.00	X	X	0	0	0
DONALD GRAHAM
Executive Direc	45.00		X	100530	0	24679
DAVID BARRIENTES
Trustee	1.00	X		0	0	0
CHRIS BURROW
Trustee	1.00	X		0	0	0
CECILIA MARTINEZ
Trustee	1.00	X		0	0	0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	100530	TotalReportableCompFromOrg
Total Other Compensation	24679	TotalOtherCompensation
Number Individuals GT100 K	1	NumberIndividualsGT100K
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (2 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	1070019
Holmes & Murphy & Associates
PO Box 9207	Des Moines	IA	50306	Benefits Consulting	173175

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	2	NumberOfContractorsGT100K
Total Contributions	0	TotalContributions

Program Service Revenue ProgramServiceRevenue

Field	Value	IRS element (for citing)
Description	BENEFIT PREMIUMS	Description
Business Code	525100	BusinessCode
Total Revenue Column	23038097	TotalRevenueColumn
Related Or Exempt Function Income	23038097	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Program Service Revenue	23038097	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	43513	TotalRevenueColumn
Related Or Exempt Function Income	43513	RelatedOrExemptFunctionIncome

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

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

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	23081610	TotalRevenueColumn
Related Or Exempt Function Income	23081610	RelatedOrExemptFunctionIncome

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	18593249	Total
Program Services	18593249	ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	123011	Total
Management And General	123011	ManagementAndGeneral

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	7789	Total
Management And General	7789	ManagementAndGeneral

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	5884	Total
Management And General	5884	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	25979	Total
Management And General	25979	ManagementAndGeneral

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	1396211	Total
Program Services	1159897	ProgramServices
Management And General	236314	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	0	Total

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	5377	Total
Management And General	5377	ManagementAndGeneral

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
Management And General	6000	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	12446	Total
Management And General	12446	ManagementAndGeneral

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

Field	Value	IRS element (for citing)
Total	0	Total

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	7716	Total
Management And General	7716	ManagementAndGeneral

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	7473	Total
Management And General	7473	ManagementAndGeneral

Other Expenses OtherExpenses (3 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
WELLNESS PROGRAMS	59018	59018
STOP LOSS INSURANCE	1554957	1554957
OTHER	2036		2036

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	0	Total

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	21807146	Total
Program Services	21367121	ProgramServices
Management And General	440025	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	101705	BOY
EOY	1168560	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	8263155	BOY
EOY	7494572	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
EOY	0	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	142002	BOY
EOY	240583	EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

Field	Value	IRS element (for citing)
EOY	0	EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

Field	Value	IRS element (for citing)
EOY	0	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
EOY	0	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
EOY	0	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	26469	BOY
EOY	2824	EOY

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
EOY	0	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
EOY	1019531	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
EOY	0	EOY

Investments Program Related InvestmentsProgramRelated

Field	Value	IRS element (for citing)
EOY	0	EOY

Intangible Assets IntangibleAssets

Field	Value	IRS element (for citing)
EOY	0	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
EOY	0	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	8533331	BOY
EOY	9926070	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	2613155	BOY
EOY	2719451	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	2613155	BOY
EOY	2719451	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	5920176	BOY
EOY	7206619	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	5920176	BOY
EOY	7206619	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	8533331	BOY
EOY	9926070	EOY

Field	Value	IRS element (for citing)
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	true	AuditCommittee
Financial Statement Separate	X	FinancialStatementSeparate
Federal Grant Audit Required	false	FederalGrantAuditRequired
Federal Grant Audit Performed	false	FederalGrantAuditPerformed

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Total Revenue	23081610	TotalRevenue
Total Expenses	21807146	TotalExpenses
Excess Or Deficit For Year	1274464	ExcessOrDeficitForYear
Net Unrealized GL On Investments	11979	NetUnrealizedGLOnInvestments
Other	$79,000	OtherAmount
Total Adjustments	90979	TotalAdjustments
Excess Or Deficit Per FS	1365443	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	23093589	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	11979	NetUnrealizedGainsInvestments
Revenue Not Rptd F990	11979	RevenueNotRptdF990
Revenue Subtotal	23081610	RevenueSubtotal
Total Revenue Per Form990	23081610	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	21728146	TotExpensesEtcAuditedFinclStmt
Expenses Subtotal	21728146	ExpensesSubtotal
Other Expenses Not Included	79000	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	79000	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	21807146	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Part XIII, Line 4b	Part XIII, Line 4b: Other revenue amounts included on 990 but not included in F/S	Change in IBNR payable from prior year $79000
Part XI, Line 8	Part XI, Line 8: Other Changes in Net Assets or Fund Balances	Change in IBNR payable from prior year $79000 IBNR Change from previous year $ -0

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (3 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Form 990, Part VI, Line 19	Form 990, Part VI, Line 19: Other Organization Documents Publicly Available	UPON WRITTEN REQUEST.
Form 990, Part VI, Line 11	Form 990, Part VI, Line 11: Form 990 Review Process	SEVEN PERSON EXECUTIVE COMMITTEE REVIEWS AND ACCEPTS THE FORM 990 PREPARED BY THIRD-PARTY OUTSIDE PREPARER PRIOR TO EXECUTIVE DIRECTOR SIGNING AND SUBMITTING TO IRS.
Form 990, Part VI, Line 4	Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents	CREATED VICE PRESIDENT FOR BENEFITS OFFICER POSITION.