Liabilities / Assets
71st percentile
Higher debt load relative to assets than 71% of similar nonprofits.
990 • Fiscal year 2020 • EIN 73-1366012
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
71st percentile
Higher debt load relative to assets than 71% of similar nonprofits.
Liabilities / Revenue
69th percentile
Higher debt load relative to revenue than 69% of similar nonprofits.
Net Margin
14th percentile
Higher net margin than 14% of similar nonprofits.
Top Officer Pay
92nd percentile
Higher top officer pay than 92% of similar nonprofits.
Top officer pay equals 1.3% of source-year revenue.
Asset Growth
11th percentile
Faster asset growth than 11% of similar nonprofits.
Revenue Growth
31st percentile
Faster revenue growth than 31% of similar nonprofits.
Assets
Down$25,507,265
Down $2,063,883 (-7.5%) from 2019
Net Assets
Down$21,424,463
Down $2,944,438 (-12%) from 2019
Liabilities
Up$4,082,802
Up $880,555 (+27%) from 2019
Revenue
Down$28,365,378
Down $2,194,988 (-7.2%) from 2019
Expenses
Up$31,568,151
Up $3,959,123 (+14%) from 2019
Net Income
Down-$3,202,773
Down $6,154,111 (-209%) from 2019
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.
Providing medical benefits to eligible employees and dependents of participating employers, including claim payments and administration to approximately 5,600 enrolled individuals.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Savings and Temporary Cash Investments | $23,105,296 | $19,360,798 | ▼ $3,744,498 |
| Investments in Publicly Traded Securities | $1,547,036 | $2,755,668 | ▲ $1,208,632 |
| Cash and Non-Interest-Bearing Accounts | $1,633,095 | $1,917,303 | ▲ $284,208 |
| Accounts Receivable | $1,101,624 | $1,356,725 | ▲ $255,101 |
| Prepaid Expenses and Deferred Charges | $184,097 | $116,771 | ▼ $67,326 |
| Total Assets | $27,571,148 | $25,507,265 | ▼ $2,063,883 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $3,202,247 | $4,079,905 | ▲ $877,658 |
| Deferred Revenue | - | $2,897 | - |
| Total Liabilities | $3,202,247 | $4,082,802 | ▲ $880,555 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $24,368,901 | $21,424,463 | ▼ $2,944,438 |
| Total Net Assets Fund Balance | $24,368,901 | $21,424,463 | ▼ $2,944,438 |
| Total Liabilities and Net Assets / Fund Balance | $27,571,148 | $25,507,265 | ▼ $2,063,883 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Donald Graham | Executive Director | FT | $151,014 | $51,417 | $202,431 |
| Jeff Bingham | Trustee | - | - | $122,656 | $122,656 |
| Linda Wilson | Trustee / Secretary | - | - | $122,569 | $122,569 |
| Mario Porro | Trustee | - | - | $113,907 | $113,907 |
| Audrey Fussell | Trustee | - | - | $95,269 | $95,269 |
| Corrine Roscoe | Trustee | - | - | $86,783 | $86,783 |
| Trey Angel | Trustee | - | - | $78,855 | $78,855 |
| Ana Lopez | Trustee | - | - | $52,438 | $52,438 |
| Name | Title |
|---|---|
| Robert Buchholz | Trustee / President |
| Chris Patterson | Trustee / Vice-president |
| Cindy Stadulis | Trustee |
| Evelyn Cambria | Trustee |
| Jamie Terry | Trustee |
| Joanne Margraves | Trustee |
| Jt Coats | Trustee |
| Mark Kirkpatrick | Trustee |
| Melinda Madurai | Trustee |
| Michael Flynn | Trustee |
| Scott Griggs | Trustee |
| Suzanne Townsend | Trustee |
| Jim Koehler | Trustee / Exec VP |
| Kendra Grace | Trustee / Treasurer |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Health Services Corp | Provider Network Services | 300 E RANDOLPH, Chicago, IL 60601 | $1,051,968 |
| Quantum Health | Member Services | 7450 HUNTINGTON PARK DR, Columbus, OH 43235 | $629,987 |
| Ameribeniec Group | Claims Processing | POBOX 7186, Boise, ID 83707 | $562,788 |
| Holmes Murphy & Assoc INC | Benefits Consulting | PO BOX 9207, Des Moines, IA 50306 | $170,741 |
| Zelis Network Solutions | Claims Repricing | PO BOX 281738, Atlanta, GA 30384-1738 | $133,119 |
| Line Item | Amount |
|---|---|
| Other Expenses | $4,657,363 |
| Salaries, Compensation, and Employee Benefits | $193,952 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | - | - | - | $26,716,836 |
| Fees for Services Other | - | - | - | $1,827,065 |
| Current Officers, Directors, Trustees, and Key Employees | - | - | - | $183,587 |
| Information Technology | - | - | - | $86,385 |
| Fees for Services Accounting | - | - | - | $47,005 |
| Fees for Services Legal | - | - | - | $29,474 |
| Other Expenses | - | - | - | $27,978 |
| Insurance | - | - | - | $20,585 |
| All Other Expenses | - | - | - | $12,134 |
| Payroll Taxes | - | - | - | $10,365 |
| Occupancy | - | - | - | $6,000 |
| Office Expenses | - | - | - | $3,788 |
| Travel | - | - | - | $3,687 |
| Conferences and Meetings | - | - | - | $1,581 |
| Total Functional Expenses | $0 | $0 | $0 | $31,568,151 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $31,568,151 |
| Total Expenses per Audited Statements | $31,568,151 |
| Total Expenses per Form 990 | $31,568,151 |
| Expenses Not Reported on Financial Statements | $0 |
| Expenses Not Reported on Form 990 | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“Trustee relationships. Melinda madurai, a full-time benefit eligible employee of good shepherd episcopal school and its trustee, is also a part-time employee of the independent school association of the southwest, reporting to scott griggs, the trustee of the association.”
“Members the trust is a multiple employer welfare arrangement (mewa), which serves as a vehicle to provide health and welfare benefits to participating employers for their employees. The participating employers of the isas benefit trust are comprised of independent member schools which provide benefits to their employees via the trust. The independent schools are considered members of the organization as they have the right to participate in the organization's governance by selecting an eligible employee to serve as a trustee of the organization's governing body.”
“Members appoint representatives to governing body each participating employer shall select one of its employees eligible to participate in the plan to serve as its representative who shall be named its trustee.”
“Form 990 review process seven-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.”
“Conflict of interest monitoring annually requires each trustee and key employee to sign and disclose any relationship with organization vendors or related parties; requires trustees to disclose any conflict prior to considering new vendor relationships”
“Ceo compensation 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.”
“Other organization documents publicly available upon written request.”
“Audit committee the organization has not changed its oversight process or selection process of its audit, review, or compilation of its financial statements and selection of an independent accountant.”
“Fin 48 (asc 740) footnote isas 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, 2020 and 2019 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.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 3202247 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 4079905 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 1101624 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 1356725 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | PROVIDING MEDICAL BENEFITS TO ELIGIBLE EMPLOYEES AND DEPENDENTS OF PARTICIPATING EMPLOYERS, INCLUDING CLAIM PAYMENTS AND ADMINISTRATION TO APPROXIMATELY 5,600 ENROLLED INDIVIDUALS. |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 12134 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 26716836 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | DONALD GRAHAM |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 2147065459 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 12712 PARK CENTRAL DRIVE SUITE 100 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | DALLAS |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | TX |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 75251 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 1633095 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 1917303 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 5 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 183587 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 1581 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 1051968 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 1 | 629987 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 2 | 562788 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 3 | 170741 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 4 | 133119 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 300 E RANDOLPH |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 1 | 7450 HUNTINGTON PARK DR |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 2 | POBOX 7186 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 3 | PO BOX 9207 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 4 | PO BOX 281738 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | CHICAGO |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 1 | COLUMBUS |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 2 | BOISE |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 3 | DES MOINES |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 4 | ATLANTA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | IL |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 1 | OH |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 2 | ID |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 3 | IA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 4 | GA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 60601 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 1 | 43235 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 2 | 83707 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 3 | 50306 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 4 | 303841738 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | HEALTH SERVICES CORP |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 1 | QUANTUM HEALTH |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 2 | AMERIBENIEC GROUP |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 3 | HOLMES MURPHY & ASSOC INC |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 4 | ZELIS NETWORK SOLUTIONS |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | PROVIDER NETWORK SERVICES |
| IRS990/ContractorCompensationGrp/ServicesDesc | 1 | MEMBER SERVICES |
| IRS990/ContractorCompensationGrp/ServicesDesc | 2 | CLAIMS PROCESSING |
| IRS990/ContractorCompensationGrp/ServicesDesc | 3 | BENEFITS CONSULTING |
| IRS990/ContractorCompensationGrp/ServicesDesc | 4 | CLAIMS REPRICING |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 26716836 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 368094 |
| IRS990/CYOtherExpensesAmt | 0 | 4657363 |
| IRS990/CYOtherRevenueAmt | 0 | 4160 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 27993124 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -3202773 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 193952 |
| IRS990/CYTotalExpensesAmt | 0 | 31568151 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 28365378 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 2897 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | PROVIDING MEDICAL, DENTAL, VISION, LIFE AND DISABILITY BENEFITS TO ELIGIBLE EMPLOYEES AND DEPENDENTS OF PARTICIPATING EMPLOYERS, INCLUDING CLAIM PAYMENTS AND ADMINISTRATION TO APPROXIMATELY 5,600 ENROLLED INDIVIDUALS. |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 1 |
| IRS990/EmployeeCnt | 0 | 1 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 1 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 47005 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 29474 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 1827065 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 5 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 6 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 7 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 8 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 9 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 10 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 11 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 12 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 13 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 14 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 15 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 16 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 17 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 18 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 19 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 20 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.60 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 0.90 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.10 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.10 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.10 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 0.60 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 0.60 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 0.60 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 0.30 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 0.60 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 0.60 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 15 | 0.60 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 16 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 17 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 18 | 0.60 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 19 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 20 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 21 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 12 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 13 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 14 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 15 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 16 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 17 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 18 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 19 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 20 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 50124 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 42363 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 17291 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 31166 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 34491 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 21563 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 70356 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 34570 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 29277 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 12711 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 32158 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 29500 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 29366 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 7200 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 14 | 7439 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 15 | 32661 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 16 | 8500 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 17 | 10578 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 18 | 18986 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 19 | 9238 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 20 | 3345 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 21 | 43917 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | ROBERT BUCHHOLZ |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | JIM KOEHLER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | CHRIS PATTERSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | LINDA WILSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | KENDRA GRACE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | MARK KIRKPATRICK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | JT COATS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | JOANNE MARGRAVES |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | MELINDA MADURAI |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | AUDREY FUSSELL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | EVELYN CAMBRIA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | SCOTT GRIGGS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | SUZANNE TOWNSEND |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | CORRINE ROSCOE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | MICHAEL FLYNN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 15 | CINDY STADULIS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 16 | MARIO PORRO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 17 | JAMIE TERRY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 18 | JEFF BINGHAM |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 19 | TREY ANGEL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 20 | ANA LOPEZ |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 21 | DONALD GRAHAM |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 17 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 18 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 19 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 20 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 21 | 158514 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 260695 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 157395 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 210266 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 91403 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 264520 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 211776 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 285219 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 288277 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 159032 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 82558 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 231383 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 271546 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 298794 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 79583 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 142625 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 15 | 223471 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 16 | 105407 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 17 | 152579 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 18 | 103670 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 19 | 69617 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 20 | 49093 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 21 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE / PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TRUSTEE / EXEC VP |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE / VICE-PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TRUSTEE / SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE / TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 15 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 16 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 17 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 18 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 19 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 20 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 21 | EXECUTIVE DIRECTOR |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1989 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 3610 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 20 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 191610 |
| IRS990/GrossReceiptsAmt | 0 | 28553378 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 20 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 86385 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 20585 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 364484 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 364484 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 1547036 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 2755668 |
| IRS990/IRPDocumentCnt | 0 | 5 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | TX |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 188000 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 1 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | PROVIDING MEDICAL, DENTAL, VISION, LIFE AND DISABILITY BENEFITS TO ELIGIBLE EMPLOYEES AND DEPENDENTS OF PARTICIPATING EMPLOYERS, INCLUDING CLAIM PAYMENTS AND ADMINISTRATION TO APPROXIMATELY 5,600 ENROLLED INDIVIDUALS. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 24368901 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 21424463 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 3610 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 3610 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 258335 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 24368901 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 21424463 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 6000 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 3788 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | STOP-LOSS INSURANCE |
| IRS990/OtherExpensesGrp/Desc | 1 | NETWORK ACCESS FEES |
| IRS990/OtherExpensesGrp/Desc | 2 | WELLNESS PROGRAM |
| IRS990/OtherExpensesGrp/Desc | 3 | AFFORDABLE CARE ACT FEE |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 1307604 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 1086383 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 197694 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 27978 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 525100 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | REIMBURSEMENT OF FEES |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 4160 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 4160 |
| IRS990/OtherRevenueTotalAmt | 0 | 4160 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 10365 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 184097 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 116771 |
| IRS990/PrincipalOfficerNm | 0 | DONALD GRAHAM |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 525100 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | BENEFIT PREMIUMS |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 27993124 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 27993124 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 23309268 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 355105 |
| IRS990/PYOtherExpensesAmt | 0 | 4105325 |
| IRS990/PYOtherRevenueAmt | 0 | 8 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 30205253 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 2951338 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 194435 |
| IRS990/PYTotalExpensesAmt | 0 | 27609028 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 30560366 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -3202773 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 23105296 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 19360798 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 31568151 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 258335 |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 258335 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 0 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2020 • Form 990Detailed filing. Detailed filing data is available for this year.