Nonprofit · EIN 73-1366012
ISAS GROUP BENEFITS TR
Tax-exempt · DALLAS, TX 75251
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $51,266,684 | $49,759,200 | $1,507,484 | $28,721,697 | $10,602,689 | $18,119,008 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $50,580,741
- Investment income
- $685,943
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $43,325,498
- Compensation of officers, directors and key employees
- $241,993
- Salaries, compensation and benefits (total)
- $256,337
- Professional fundraising fees
- $0
- Legal fees
- $72,549
- Accounting fees
- $32,334
- Occupancy
- $6,000
- Travel
- $18,064
Balance sheet and other
- Total assets, start of year
- $23,990,966
- Total assets, end of year
- $28,721,697
- Total liabilities, end of year
- $10,602,689
- Net assets, end of year
- $18,119,008
- Publicly traded securities
- $781,144
- Net assets without donor restrictions
- $18,119,008
- Gross receipts
- $51,266,684
- Employees
- 1
- Volunteers
- 0
- Year formed
- 1989
- State of legal domicile
- TX
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 |
|---|---|---|---|---|---|
| KENDRA GRACE | TRUSTEE Trustee or director | 0.48 | $0 | $348,096 | $60,348 |
| SUZANNE TOWNSEND | TRUSTEE Trustee or director | 0.48 | $0 | $359,559 | $46,120 |
| EVELYN CAMBRIA | SECRETARY - TRUSTEE Trustee or director, Officer | 1.05 | $0 | $330,781 | $70,204 |
| JOANNE MARGRAVES | PRESIDENT - TRUSTEE Trustee or director, Officer | 1.63 | $0 | $335,362 | $45,537 |
| MARK KIRKPATRICK | TRUSTEE Trustee or director | 0.48 | $0 | $337,566 | $28,498 |
| SCOTT GRIGGS | TRUSTEE Trustee or director | 0.48 | $0 | $318,124 | $42,753 |
| CHRIS PATTERSON | TRUSTEE Trustee or director | 0.65 | $0 | $288,712 | $48,345 |
| CINDY STADULIS | EXECUTIVE VP - TRUSTEE Trustee or director, Officer | 0.88 | $0 | $289,247 | $47,696 |
| KATIE LETO | TRUSTEE Trustee or director | 0.48 | $0 | $280,908 | $43,269 |
| BRYANT RICHARDSON | TRUSTEE Trustee or director | 0.56 | $0 | $241,480 | $59,350 |
| MARY HERNANDEZ | TRUSTEE Trustee or director | 0.52 | $0 | $268,171 | $25,117 |
| KELLY VAUGHN | TRUSTEE Trustee or director | 0.56 | $0 | $240,548 | $46,091 |
| DIANE HAVLINEK | TRUSTEE Trustee or director | 0.56 | $0 | $257,530 | $17,231 |
| TOM MITCHELL | TRUSTEE Trustee or director | 0.48 | $0 | $252,995 | $18,338 |
| DONALD GRAHAM | EXECUTIVE DIRECTOR - CEO Officer | 40 | $200,654 | $0 | $55,969 |
15 more people on this return
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JIM KOEHLER | TRUSTEE Trustee or director | 0.58 | $0 | $207,597 | $22,871 |
| KELLY BIAR | VICE PRESIDENT - TRUSTEE Trustee or director, Officer | 1.15 | $0 | $203,574 | $19,423 |
| AMANDA MEDINA | TRUSTEE Trustee or director | 0.48 | $0 | $185,775 | $32,785 |
| JEFF BINGHAM | TREASURER - TRUSTEE Trustee or director, Officer | 1.15 | $0 | $174,361 | $41,568 |
| JAMIE PORTER | TRUSTEE Trustee or director | 0.48 | $0 | $181,531 | $21,351 |
| ILEANA DEL TORO | TRUSTEE Trustee or director | 0.52 | $0 | $164,783 | $28,293 |
| MICHAEL FLYNN | TRUSTEE Trustee or director | 0.52 | $0 | $178,954 | $12,527 |
| TREY ANGEL | VICE PRESIDENT - TRUSTEE Trustee or director, Officer | 1.08 | $0 | $171,209 | $12,000 |
| MARIO PORRO | TRUSTEE Trustee or director | 0.48 | $0 | $135,000 | $18,807 |
| SUE TRUMBO | TRUSTEE Trustee or director | 0.52 | $0 | $120,776 | $18,424 |
| PAM WORSHAM | TRUSTEE Trustee or director | 0.48 | $0 | $117,502 | $16,843 |
| KRISTA VOLKMAN | TRUSTEE Trustee or director | 0.52 | $0 | $0 | $0 |
| KEMBERLY MERRITT | TRUSTEE Trustee or director | 0.29 | $0 | $0 | $0 |
| SUMMER LOVELAND | TRUSTEE Trustee or director | 0.29 | $0 | $0 | $0 |
| KATHY MILLER | TRUSTEE Trustee or director | 0.29 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 12712 PARK CENTRAL DRIVE, DALLAS, TX 75251-1505
- In care of
- % DONALD GRAHAM
- Principal officer (990 for 2024)
- DONALD GRAHAM, 12712 PARK CENTRAL DRIVE STE 100, DALLAS, TX 75251
- Signed the 990
- DONALD GRAHAM, EXECUTIVE DIRECTOR
- Phone
- (972) 742-0329
- Return prepared by
- LANE GORMAN TRUBITT LLC
Mission
PROVIDING HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES OF 25 PARTICIPATING EMPLOYERS, INCLUDING CLAIMS PAYMENTS AND ADMINISTRATION TO APPROXIMATELY 4,151 EMPLOYEES AND THEIR DEPENDENTS.
Program accomplishments
- PROVIDING HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES OF 25 PARTICIPATING EMPLOYERS, INCLUDING CLAIMS PAYMENTS AND ADMINISTRATION TO APPROXIMATELY 4,151 EMPLOYEES AND THEIR DEPENDENTS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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
- 73-1366012
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1991
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $28,721,697
- Income (IRS master file)
- $51,266,684
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | – | – | – | IRS |
| 990 | August 2024 | – | – | – | IRS |
| 990 | August 2023 | $41,233,369 | $43,374,503 | $20,986,933 | IRS |
| 990 | August 2022 | $35,908,613 | $38,794,241 | $22,689,028 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2019 | – | – | – | IRS |
| 990 | August 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about ISAS GROUP BENEFITS TR
- What is the EIN of ISAS GROUP BENEFITS TR?
- The employer identification number (EIN) of ISAS GROUP BENEFITS TR is 73-1366012.
- Is ISAS GROUP BENEFITS TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1991.
- Are donations to ISAS GROUP BENEFITS TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ISAS GROUP BENEFITS TR file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ISAS GROUP BENEFITS TR 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 ISAS GROUP BENEFITS TR 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 ISAS GROUP BENEFITS TR?
- The 990 for the year ended August 31, 2025 names DONALD GRAHAM.
- Who are the officers and directors of ISAS GROUP BENEFITS TR?
- The 990 for the year ended August 31, 2025 lists 30 people; 1 received compensation from the organization.
- How much revenue does ISAS GROUP BENEFITS TR have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $51,266,684, expenses of $49,759,200 and total assets of $28,721,697 at year end.
Other nonprofits in DALLAS
- BANKAMERICA GROUP BENEFITS PROGRAM TR EIN 95-7055654 · last filed 990 for 2024
- CHILDRENS HEALTH SYSTEM OF TEXAS EIN 75-0800628 · last filed 990 for 2024
- METHODIST HOSPITALS OF DALLAS EIN 75-0800661 · last filed 990 for 2025
- BAYLOR UNIVERSITY MEDICAL CENTER EIN 75-1837454 · last filed 990 for 2025
- AT&T VEBA TRUST EIN 43-1491162 · last filed 990 for 2024
- SCOTT & WHITE MEMORIAL HOSPITAL EIN 74-1166904 · last filed 990 for 2025
- BAYLOR SCOTT & WHITE HEALTH EIN 46-3131350 · last filed 990 for 2025
- HEALTHTEXAS PROVIDER NETWORK EIN 75-2536818 · last filed 990 for 2025