Civic Intelligence

Isas Group Benefits Trust

990 • Fiscal year 2012 • EIN 73-1366012

Sep 01, 2011 to Aug 31, 2012 • Filed on Apr 04, 2013

Organization ProfileWWW.ISASTRUST.ORG

View Organization Page

12712 Park Central Drive75251
Siviq Scores

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

Liabilities / Assets

81st percentile

0.32x

Higher debt load relative to assets than 81% of similar nonprofits.

2012 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

14th percentile

-9.0%

Faster asset growth than 14% of similar nonprofits.

2012 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$9,661,406

Down $951,944 (-9.0%) from 2011

Net Assets

Down

$6,576,810

Down $1,189,830 (-15%) from 2011

Liabilities

Up

$3,084,596

Up $237,886 (+8.4%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$27,370,883

Up $2,771,727 (+11%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2012

Assets$9,661,406
Liabilities$3,084,596
Net Assets$6,576,810
Open 2012 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

2012

Revenue-
Expenses$27,370,883
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2011 to Aug 31, 2012
Signed
Apr 4, 2013
Return Version
2011v1.5
Gross Receipts
$26,153,759
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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IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome026015896
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome144937
IRS990/ProgramServiceRevenue/TotalRevenueColumn026015896
IRS990/ProgramServiceRevenue/TotalRevenueColumn144937
IRS990/ProhibitedTaxShelterTrans0false
IRS990/ReceivablesFromDisqualPersons/BOY00
IRS990/ReceivablesFromDisqualPersons/EOY00
IRS990/ReceivablesFromOfficersEtc/BOY00
IRS990/ReceivablesFromOfficersEtc/EOY00
IRS990/ReconcilationOtherChanges027294
IRS990/ReconcilationRevenueExpenses0-1217124
IRS990/RegularMonitoringEnforcement0true
IRS990/RelatedEntity0true
IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0true
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0false
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0false
IRS990/ReportProgRelInvest0false
IRS990/RevenuesLessExpensesCY0-1217124
IRS990/RevenuesLessExpensesPriorYear0549086
IRS990/RoyaltiesRevenue/TotalRevenueColumn00
IRS990/Royalties/Total00
IRS990/SalariesEtcCurrentYear0144185
IRS990/SalariesEtcPriorYear0140270
IRS990/SavingsAndTempCashInvestments/BOY05918269
IRS990/SavingsAndTempCashInvestments/EOY05432303
IRS990/ScheduleBRequired0false
IRS990ScheduleD/ExcessOrDeficitForYear0-1217124
IRS990ScheduleD/ExcessOrDeficitPerFS0-1189830
IRS990ScheduleD/ExpensesSubtotal027370883
IRS990ScheduleD/FederalIncomeTaxLiability00
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, 2012 and 2011 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 2009.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0Liability for Uncertain Tax Positions under Fin 48 (ASC 740)
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0Schedule D, Part X, Line 2
IRS990ScheduleD/NetUnrealizedGainsInvestments027294
IRS990ScheduleD/NetUnrealizedGLOnInvestments027294
IRS990ScheduleD/RevenueNotRptdF990027294
IRS990ScheduleD/RevenueSubtotal026153759
IRS990ScheduleD/TotalAdjustments027294
IRS990ScheduleD/TotalExpenses027370883
IRS990ScheduleD/TotalExpensesPerForm990027370883

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$9,661,406
Liabilities
$3,084,596
Net assets
$6,576,810
Revenue
-
Expenses
$27,370,883
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