Nonprofit · EIN 31-1151545
I S T A INSURANCE TRUST
Tax-exempt · INDIANAPOLIS, IN 46204
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $20,974 | $262,385 | -$241,411 | $874,879 | $58,800,276 | -$57,925,397 |
| August 31, 2024 | 990 | $41,610 | $758,591 | -$716,981 | $1,095,665 | $58,779,651 | -$57,683,986 |
| August 31, 2023 | 990 | $37,763 | $177,669 | -$139,906 | $1,434,614 | $58,401,619 | -$56,967,005 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $20,974
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $143,275
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $1,377
- Accounting fees
- $2,175
- Program services (functional)
- $143,275
- Management and general (functional)
- $119,110
Balance sheet and other
- Total assets, start of year
- $1,095,665
- Total assets, end of year
- $874,879
- Total liabilities, end of year
- $58,800,276
- Net assets, end of year
- -$57,925,397
- Gross receipts
- $20,974
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1985
- State of legal domicile
- IN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Nate Williams | Alternative Trustee, ISTA Executive Director Trustee or director | 1 | $0 | $48,658 | $34,731 |
| Diana Reed | Alternate Trustee & Treasurer Trustee or director | 1 | $0 | $0 | $0 |
| Jennifer Smith-Margraf | Trustee, ISTA President Trustee or director | 1 | $0 | $0 | $0 |
| Kristy Spires | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Noel Candelaria | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Stacy Kurdelak | Alternative Trustee, ISTA Vice President Trustee or director | 1 | $0 | $0 | $0 |
| Teresa Meredith | Trustee Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended August 31, 2024: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KEITH GAMBILL | TRUSTEE Trustee or director | 1 | $0 | $222,255 | $75,220 |
| JENNIFER CLUTTER | TRUSTEE Trustee or director | 1 | $0 | $178,025 | $92,367 |
| SHERYL MATHIS 9123-53124 | ALTERNATE TRUSTEE & CEO Trustee or director | 1 | $0 | $86,937 | $0 |
| KRISTY SPIRES | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GLENN BAFIA 6124-83124 | ALTERNATE TRUSTEE & CEO Trustee or director | 1 | $0 | $0 | $0 |
| NOEL CANDELARIA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TERESA MEREDITH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DIANA REED | ALTERNATE TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended August 31, 2023: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KEITH GAMBILL | TRUSTEE Trustee or director | 1 | $0 | $215,616 | $63,146 |
| DAN HOLUB | ALTERNATE TRUSTEE&CEO(9/1/22-7/16/23) Trustee or director | 1 | $0 | $183,140 | $78,379 |
| JENNIFER CLUTTER | TRUSTEE Trustee or director | 1 | $0 | $160,472 | $91,028 |
| KRISTY SPIRES | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SHERYL MATHIS | ALTERNATE TRUSTEE&CEO(7/21/23-8/31/23) Trustee or director | 1 | $0 | $0 | $0 |
| NOEL CANDELARIA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BILL THOMPSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JENNIFER LAUGHLIN | ALTERNATE TRUSTEE (9/1/22-7/14/23) Trustee or director | 1 | $0 | $0 | $0 |
| DIANA REED | ALTERNATE TRUSTEE (7/15/23-8/31/23) Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 150 W MARKET ST STE 900, INDIANAPOLIS, IN 46204-2814
- Principal officer (990 for 2024)
- Diana Reed, 150 West Market St 900, Indianapolis, IN 46204
- Signed the 990
- Diana Reed, Treasurer
- Phone
- (317) 263-3400
- Return prepared by
- Barnes Dennig & Co LTD
Mission
The purpose of the trust and its trust fund is to fund the administration and payment of the residual long-term disability benefits for existing participants in those plans.
Program accomplishments
- The purpose of the trust and its trust fund is to fund the administration and payment of the residual long-term disability benefits for existing participants in those plans.Expenses $143,275
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 31-1151545
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1988
- Accounting year ends
- August
- Files
- Form 990-N (e-Postcard)
- Assets (IRS master file)
- $874,879
- Income (IRS master file)
- $20,974
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $20,974 | $262,385 | $874,879 | IRS |
| 990 | August 2024 | $41,610 | $758,591 | $1,095,665 | XML |
| 990 | August 2023 | $37,763 | $177,669 | $1,434,614 | XML |
| 990 | August 2022 | -$215,100 | $141,747 | $1,796,917 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2019 | – | – | – | IRS |
| 990 | August 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-1151545).
Questions about I S T A INSURANCE TRUST
- What is the EIN of I S T A INSURANCE TRUST?
- The employer identification number (EIN) of I S T A INSURANCE TRUST is 31-1151545.
- Is I S T A INSURANCE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1988.
- Are donations to I S T A INSURANCE TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does I S T A INSURANCE TRUST file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of I S T A INSURANCE TRUST due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did I S T A INSURANCE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of I S T A INSURANCE TRUST?
- The 990 for the year ended August 31, 2025 names Diana Reed.
- Who are the officers and directors of I S T A INSURANCE TRUST?
- The 990 for the year ended August 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does I S T A INSURANCE TRUST have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $20,974, expenses of $262,385 and total assets of $874,879 at year end.
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