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Nonprofiteer
← ISAS GROUP BENEFITS TR

Form 990 for tax year 2022

Filed by ISAS GROUP BENEFITS TR.

Totals

Total revenue
$41,233,369
Total expenses
$43,374,503
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$40,763,990
Investment income
$465,248
Other revenue
$4,131
Total assets, end of year
$20,986,933
Total liabilities, end of year
$5,976,567
Net assets or fund balances, end of year
$15,010,366
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: HEALTH AND WELFARE FUNDS

    total $40,763,990 · related or exempt $40,763,990

  • 3 · Investment income

    total $465,248 · excluded $465,248

  • 11a · Other revenue: REIMBURSEMENT OF FEES

    total $4,131 · related or exempt $4,131

  • 11e · Other revenue, total

    $4,131

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $37,387,005

  • 5 · Compensation of officers, directors and key employees

    total $222,527

  • 10 · Payroll taxes

    total $12,604

  • 11b · Fees: legal

    total $38,458

  • 11c · Fees: accounting

    total $31,583

  • 11g · Fees: other

    total $2,432,183

  • 13 · Office expenses

    total $2,551

  • 14 · Information technology

    total $249,248

  • 16 · Occupancy

    total $6,000

  • 17 · Travel

    total $15,889

  • 19 · Conferences, conventions and meetings

    total $3,575

  • 23 · Insurance

    total $29,035

  • 24a · Other expenses: STOP-LOSS INSURANCE

    total $1,433,176

  • 24b · Other expenses: PPO NETWORK ACCESS FEES

    total $1,269,690

  • 24c · Other expenses: WELLNESS PROGRAM

    total $230,632

  • 24d · Other expenses: AFFORDABLE CARE ACT FEE

    total $14,940

  • 24e · All other expenses

    total -$4,593

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $554,706 · end of year $1,184,259

  • 2 · Savings and temporary cash investments

    beginning of year $15,640,650 · end of year $16,451,712

  • 4 · Accounts receivable

    beginning of year $2,151,965 · end of year $2,209,918

  • 9 · Prepaid expenses and deferred charges

    beginning of year $155,473 · end of year $125,070

  • 11 · Investments: publicly traded securities

    beginning of year $4,186,234 · end of year $1,015,974

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,597,591 · end of year $5,976,567

  • 19 · Deferred revenue

    beginning of year $994

  • 27 · Net assets without donor restrictions

    beginning of year $17,090,443 · end of year $15,010,366

Mission and programs · 2022

Mission

PROVIDING HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES OF 25 PARTICIPATING EMPLOYERS, INCLUDING CLAIMS PAYMENTS AND ADMINISTRATION TO APPROXIMATELY 3,980 EMPLOYEES AND THEIR DEPENDENTS.

  • PROVIDING HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES OF 25 PARTICIPATING EMPLOYERS, INCLUDING CLAIMS PAYMENTS AND ADMINISTRATION TO APPROXIMATELY 3,980 EMPLOYEES AND THEIR DEPENDENTS.

As filed on the 2022 return.

Listed in Part VII

  • MICHAEL FLYNN

    TRUSTEE / VICE-PRESIDENT

    Total calculated
    $178,726
    From this org
    $0
    From related orgs
    $169,800
    Other
    $8,926
    Hours/week
    1.12 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $169,800 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $8,926 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $178,726 related

  • KENDRA GRACE

    TRUSTEE

    Total calculated
    $369,991
    From this org
    $0
    From related orgs
    $316,591
    Other
    $53,400
    Hours/week
    0.48 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $292,745 related
    Bonus
    $0 + $711 related
    Other
    $0 + $23,135 related
    Deferred
    $0 + $28,817 related
    Nontaxable benefits
    $0 + $24,583 related
    Filer's total
    $0 + $369,991 related

  • JIM KOEHLER

    TRUSTEE / PRESIDENT

    Total calculated
    $223,953
    From this org
    $0
    From related orgs
    $180,300
    Other
    $43,653
    Hours/week
    1.63 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $180,300 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $24,889 related
    Nontaxable benefits
    $0 + $18,764 related
    Filer's total
    $0 + $223,953 related

  • CHRIS PATTERSON

    TRUSTEE / TREASURER

    Total calculated
    $267,230
    From this org
    $0
    From related orgs
    $239,921
    Other
    $27,309
    Hours/week
    1.08 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $239,921 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $9,597 related
    Nontaxable benefits
    $0 + $17,712 related
    Filer's total
    $0 + $267,230 related

  • CINDY STADULIS

    TRUSTEE / SECRETARY

    Total calculated
    $282,966
    From this org
    $0
    From related orgs
    $246,404
    Other
    $36,562
    Hours/week
    1.05 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $246,404 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $25,902 related
    Nontaxable benefits
    $0 + $10,660 related
    Filer's total
    $0 + $282,966 related

  • TREY ANGEL

    TRUSTEE

    Total calculated
    $154,191
    From this org
    $0
    From related orgs
    $144,455
    Other
    $9,736
    Hours/week
    0.48 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $144,455 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $9,000 related
    Nontaxable benefits
    $0 + $736 related
    Filer's total
    $0 + $154,191 related

  • JEFF BINGHAM

    TRUSTEE

    Total calculated
    $156,783
    From this org
    $0
    From related orgs
    $149,143
    Other
    $7,640
    Hours/week
    0.56 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $149,143 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $7,640 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $156,783 related

  • EVELYN CAMBRIA

    TRUSTEE

    Total calculated
    $337,358
    From this org
    $0
    From related orgs
    $301,702
    Other
    $35,656
    Hours/week
    0.56 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $301,702 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $27,000 related
    Nontaxable benefits
    $0 + $8,656 related
    Filer's total
    $0 + $337,358 related

  • SCOTT GRIGGS

    TRUSTEE

    Total calculated
    $330,005
    From this org
    $0
    From related orgs
    $291,127
    Other
    $38,878
    Hours/week
    0.52 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $291,127 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $26,500 related
    Nontaxable benefits
    $0 + $12,378 related
    Filer's total
    $0 + $330,005 related

  • MARK KIRKPATRICK

    TRUSTEE

    Total calculated
    $278,452
    From this org
    $0
    From related orgs
    $250,434
    Other
    $28,018
    Hours/week
    0.58 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $250,434 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $15,118 related
    Nontaxable benefits
    $0 + $12,900 related
    Filer's total
    $0 + $278,452 related

  • CAROL LEWIS

    TRUSTEE

    Total calculated
    $148,864
    From this org
    $0
    From related orgs
    $120,036
    Other
    $28,828
    Hours/week
    0.48 + 40 related

  • JOANNE MARGRAVES

    TRUSTEE / EXECUTIVE VP

    Total calculated
    $352,339
    From this org
    $0
    From related orgs
    $310,145
    Other
    $42,194
    Hours/week
    0.88 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $284,671 related
    Bonus
    $0 + $10,000 related
    Other
    $0 + $15,474 related
    Deferred
    $0 + $26,736 related
    Nontaxable benefits
    $0 + $15,458 related
    Filer's total
    $0 + $352,339 related

  • AMANDA MEDINA

    TRUSTEE

    Total calculated
    $183,531
    From this org
    $0
    From related orgs
    $156,196
    Other
    $27,335
    Hours/week
    0.48 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $156,196 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $13,000 related
    Nontaxable benefits
    $0 + $14,335 related
    Filer's total
    $0 + $183,531 related

  • TOM MITCHELL

    TRUSTEE

    Total calculated
    $257,699
    From this org
    $0
    From related orgs
    $240,067
    Other
    $17,632
    Hours/week
    0.48 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $240,067 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $17,632 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $257,699 related

  • MARIO PORRO

    TRUSTEE

    Total calculated
    $116,909
    From this org
    $0
    From related orgs
    $116,909
    Other
    $0
    Hours/week
    0.48 + 40 related

  • BRYANT RICHARDSON

    TRUSTEE

    Total calculated
    $245,198
    From this org
    $0
    From related orgs
    $197,397
    Other
    $47,801
    Hours/week
    0.48 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $197,397 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $37,081 related
    Nontaxable benefits
    $0 + $10,720 related
    Filer's total
    $0 + $245,198 related

  • JAMIE TERRY

    TRUSTEE

    Total calculated
    $165,101
    From this org
    $0
    From related orgs
    $153,002
    Other
    $12,099
    Hours/week
    0.48 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $153,002 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $9,739 related
    Nontaxable benefits
    $0 + $2,360 related
    Filer's total
    $0 + $165,101 related

  • SUZANNE TOWNSEND

    TRUSTEE

    Total calculated
    $363,566
    From this org
    $0
    From related orgs
    $318,879
    Other
    $44,687
    Hours/week
    0.58 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $318,879 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $27,000 related
    Nontaxable benefits
    $0 + $17,687 related
    Filer's total
    $0 + $363,566 related

  • SUE TRUMBO

    TRUSTEE

    Total calculated
    $135,449
    From this org
    $0
    From related orgs
    $118,106
    Other
    $17,343
    Hours/week
    0.48 + 40 related

  • MARY HERNANDEZ

    TRUSTEE

    Total calculated
    $273,823
    From this org
    $0
    From related orgs
    $249,936
    Other
    $23,887
    Hours/week
    0.48 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $249,936 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $12,800 related
    Nontaxable benefits
    $0 + $11,087 related
    Filer's total
    $0 + $273,823 related

  • KATIE LETO

    TRUSTEE

    Total calculated
    $261,636
    From this org
    $0
    From related orgs
    $229,586
    Other
    $32,050
    Hours/week
    0.48 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $229,586 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $23,740 related
    Nontaxable benefits
    $0 + $8,310 related
    Filer's total
    $0 + $261,636 related

  • JON BAERMAN

    TRUSTEE

    Total calculated
    $79,448
    From this org
    $0
    From related orgs
    $74,712
    Other
    $4,736
    Hours/week
    0.48 + 40 related

  • KELLY VAUGHN

    TRUSTEE

    Total calculated
    $216,530
    From this org
    $0
    From related orgs
    $198,164
    Other
    $18,366
    Hours/week
    0.48 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $198,164 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $11,987 related
    Nontaxable benefits
    $0 + $6,379 related
    Filer's total
    $0 + $216,530 related

  • ISABEL JONES

    TRUSTEE

    Total calculated
    $86,100
    From this org
    $0
    From related orgs
    $79,414
    Other
    $6,686
    Hours/week
    0.48 + 40 related

  • DIANE HAVLINEK

    TRUSTEE

    Total calculated
    $254,075
    From this org
    $0
    From related orgs
    $220,125
    Other
    $33,950
    Hours/week
    0.48 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $220,000 related
    Bonus
    $0 + $125 related
    Other
    $0
    Deferred
    $0 + $24,901 related
    Nontaxable benefits
    $0 + $9,049 related
    Filer's total
    $0 + $254,075 related

  • DONALD GRAHAM

    EXECUTIVE DIRECTOR

    Total calculated
    $229,211
    From this org
    $179,998
    From related orgs
    $0
    Other
    $49,213
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,991
    Bonus
    $5,000
    Other
    $2,007
    Deferred
    $36,583
    Nontaxable benefits
    $12,630
    Filer's total
    $229,211

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

FORM AND LINE REFERENCE : PART I LINE 3
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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
30 May 2024
IRS schema version
2022v5.0
Source object
202421729349301517

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