Civic Intelligence

Isas Group Benefits Trust

990 • Fiscal year 2011 • EIN 73-1366012

Sep 01, 2010 to Aug 31, 2011 • Filed on Mar 20, 2012

Organization ProfileWWW.ISASTRUST.ORG

View Organization Page

3333 Lee Parkway75219
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

79th percentile

0.27x

Higher debt load relative to assets than 79% of similar nonprofits.

2011 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

62nd percentile

6.9%

Faster asset growth than 62% of similar nonprofits.

2011 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$10,613,350

Up $687,280 (+6.9%) from 2010

Net Assets

Up

$7,766,640

Up $560,021 (+7.8%) from 2010

Liabilities

Up

$2,846,710

Up $127,259 (+4.7%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$24,599,156

Up $2,792,010 (+13%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2010: $9,926,070Liabilities 2010: $2,719,451Net Assets 2010: $7,206,6192010Assets 2011: $10,613,350Liabilities 2011: $2,846,710Net Assets 2011: $7,766,6402011Assets 2012: $9,661,406Liabilities 2012: $3,084,596Net Assets 2012: $6,576,8102012Assets 2013: $12,227,032Liabilities 2013: $2,875,867Net Assets 2013: $9,351,1652013Assets 2014: $14,315,168Liabilities 2014: $2,443,324Net Assets 2014: $11,871,8442014Assets 2015: $13,408,071Liabilities 2015: $2,471,577Net Assets 2015: $10,936,4942015Assets 2016: $12,706,909Liabilities 2016: $2,487,333Net Assets 2016: $10,219,5762016Assets 2017: $19,363,124Liabilities 2017: $3,179,626Net Assets 2017: $16,183,4982017Assets 2018: $24,686,275Liabilities 2018: $3,457,645Net Assets 2018: $21,228,6302018Assets 2019: $27,571,148Liabilities 2019: $3,202,247Net Assets 2019: $24,368,9012019Assets 2020: $25,507,265Liabilities 2020: $4,082,802Net Assets 2020: $21,424,4632020Assets 2021: $25,237,505Liabilities 2021: $4,787,119Net Assets 2021: $20,450,3862021Assets 2022: $22,689,028Liabilities 2022: $5,598,585Net Assets 2022: $17,090,4432022Assets 2023: $20,986,933Liabilities 2023: $5,976,567Net Assets 2023: $15,010,3662023Assets 2024: $23,990,966Liabilities 2024: $7,403,066Net Assets 2024: $16,587,9002024

Highlighted filing

2011

Assets$10,613,350
Liabilities$2,846,710
Net Assets$7,766,640
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MExpenses 2010: $21,807,1462010Expenses 2011: $24,599,1562011Expenses 2012: $27,370,8832012Revenue 2013: $28,909,748Expenses 2013: $26,085,184Net Income 2013: $2,824,5642013Revenue 2014: $27,786,269Expenses 2014: $25,265,590Net Income 2014: $2,520,6792014Revenue 2015: $28,529,924Expenses 2015: $29,465,275Net Income 2015: -$935,3512015Revenue 2016: $30,039,282Expenses 2016: $30,756,200Net Income 2016: -$716,9182016Revenue 2017: $30,989,761Expenses 2017: $25,025,839Net Income 2017: $5,963,9222017Revenue 2018: $30,224,396Expenses 2018: $25,179,264Net Income 2018: $5,045,1322018Revenue 2019: $30,560,366Expenses 2019: $27,609,028Net Income 2019: $2,951,3382019Revenue 2020: $28,365,378Expenses 2020: $31,568,151Net Income 2020: -$3,202,7732020Revenue 2021: $32,364,920Expenses 2021: $33,121,254Net Income 2021: -$756,3342021Revenue 2022: $35,908,613Expenses 2022: $38,794,241Net Income 2022: -$2,885,6282022Revenue 2023: $41,233,369Expenses 2023: $43,374,503Net Income 2023: -$2,141,1342023Revenue 2024: $47,003,123Expenses 2024: $45,589,995Net Income 2024: $1,413,1282024

Highlighted filing

2011

Revenue-
Expenses$24,599,156
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2010 to Aug 31, 2011
Signed
Mar 20, 2012
Return Version
2010v3.7
Gross Receipts
$25,148,242
Mission and Program Overview

Mission

Providing medical, dental, vision, life and disability benefits to eligible employees and dependents of participating employers, including claim payments and administration to approximately 5,800 enrolled individuals.

Filing and Contact Details

Filer

EIN
73-1366012
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IRS990ScheduleD/ExpensesSubtotal024599156
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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0ISAS 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, 2011 and 2010 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 2008.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0Liability for Uncertain Tax Positions under Fin 48 (ASC 740)
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0Schedule D, Part X, Line 2
IRS990ScheduleD/NetUnrealizedGainsInvestments010936
IRS990ScheduleD/NetUnrealizedGLOnInvestments010936
IRS990ScheduleD/RevenueNotRptdF990010936
IRS990ScheduleD/RevenueSubtotal025148242
IRS990ScheduleD/TotalAdjustments010936
IRS990ScheduleD/TotalExpenses024599156
IRS990ScheduleD/TotalExpensesPerForm990024599156
IRS990ScheduleD/TotalOfAmounts00
IRS990ScheduleD/TotalRevenue025148242
IRS990ScheduleD/TotalRevenuePerForm990025148242
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt024599156
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt025159178
IRS990/ScheduleJRequired0false
IRS990ScheduleO/GeneralExplanation/Explanation0Seven-person Executive Committee reviews and accepts the Form 990 prepared by third-party outside preparer. Return is posted to Board accessible website for access and review by all other members of governing board prior to Executive Director signing and submitting to IRS.
IRS990ScheduleO/GeneralExplanation/Explanation1Available Upon written request.
IRS990ScheduleO/GeneralExplanation/Explanation2Net unrealized gains on investments: $10,936
IRS990ScheduleO/GeneralExplanation/Explanation3The organization annually reviews and acknowledges the conflict of interest policy and discloses any conflicts.
IRS990ScheduleO/GeneralExplanation/Explanation4The organization did not have a formal whistleblower policy, document retention policy, or document destruction policy in place as of 8/31/2011; however the organization plans to develop and implement these policies in the future.
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990 Review Process
IRS990ScheduleO/GeneralExplanation/Identifier1Other Organization Documents Pubicly Available
IRS990ScheduleO/GeneralExplanation/Identifier2Other changes in Net Assets
IRS990ScheduleO/GeneralExplanation/Identifier3Conflict of Interest
IRS990ScheduleO/GeneralExplanation/Identifier4Policies
IRS990ScheduleO/GeneralExplanation/ReturnReference0Form 990, Part VI, Section B, Line 11
IRS990ScheduleO/GeneralExplanation/ReturnReference1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/GeneralExplanation/ReturnReference2Form 990, Part XI, Line 5
IRS990ScheduleO/GeneralExplanation/ReturnReference3Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/GeneralExplanation/ReturnReference4Form 990, Part VI, Section B, Lines 13 & 14
IRS990/ScheduleORequired0true
IRS990/School0false
IRS990/SignificantChange0false
IRS990/SignificantNewProgramServices0false
IRS990/StateLegalDomicile0TX

Document Assets

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Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$10,613,350
Liabilities
$2,846,710
Net assets
$7,766,640
Revenue
-
Expenses
$24,599,156
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$24.0$7.40$16.6$47.0$45.6$1.41
2023Detailed filing. Detailed filing data is available for this year.$21.0$5.98$15.0$41.2$43.4$2.14
2022Detailed filing. Detailed filing data is available for this year.$22.7$5.60$17.1$35.9$38.8$2.89
2021Detailed filing. Detailed filing data is available for this year.$25.2$4.79$20.5$32.4$33.1$0.76
2020Detailed filing. Detailed filing data is available for this year.$25.5$4.08$21.4$28.4$31.6$3.20
2019Detailed filing. Detailed filing data is available for this year.$27.6$3.20$24.4$30.6$27.6$2.95
2018Detailed filing. Detailed filing data is available for this year.$24.7$3.46$21.2$30.2$25.2$5.05
2017Detailed filing. Detailed filing data is available for this year.$19.4$3.18$16.2$31.0$25.0$5.96
2016Detailed filing. Detailed filing data is available for this year.$12.7$2.49$10.2$30.0$30.8$0.72
2015Detailed filing. Detailed filing data is available for this year.$13.4$2.47$10.9$28.5$29.5$0.94
2014Detailed filing. Detailed filing data is available for this year.$14.3$2.44$11.9$27.8$25.3$2.52
2013Summary only. Only limited summary data is available for this year.$12.2$2.88$9.35$28.9$26.1$2.82
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.66$3.08$6.58$27.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.6$2.85$7.77$24.6
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.93$2.72$7.21$21.8