ISAS GROUP BENEFITS TRUST

EIN: 731366012

DALLAS, TX

Total Revenue
$51,266,684
Total Expenses
$49,759,200
Total Assets
$28,721,697
Net Assets
$18,119,008
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1989
Legal Domicile
TX
Principal Officer
DONALD GRAHAM
Phone
9727420329
Tax Period
2024-09-01 to 2025-08-31

ISAS GROUP BENEFITS TRUST, founded in 1989, is a mid-sized nonprofit that reported $51.3M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $50,580,741
Investment Income $685,943
Other Revenue $0
TOTAL REVENUE $51,266,684

Expense Breakdown

Grants Paid $0
Salaries & Benefits $256,337
Fundraising Expenses $0
Other Expenses $6,177,365
TOTAL EXPENSES $49,759,200

Year-over-Year Comparison

2024 2023 Change
Revenue $51,266,684 $47,003,123 +0.1%
Expenses $49,759,200 $45,589,995 +0.1%
Net Income $1,507,484 $1,413,128 +0.1%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
25
Independent Members
N/A
Employees
1
Volunteers
N/A

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
⚠ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$1,997,585
Total Directors
29
$6,833,930
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KENDRA GRACE TRUSTEE 0.48
Director
$0 $60,348 $408,444
SUZANNE TOWNSEND TRUSTEE 0.48
Director
$0 $46,120 $405,679
EVELYN CAMBRIA SECRETARY - TRUSTEE 1.05
Officer Director
$0 $70,204 $400,985
JOANNE MARGRAVES PRESIDENT - TRUSTEE 1.63
Officer Director
$0 $45,537 $380,899
MARK KIRKPATRICK TRUSTEE 0.48
Director
$0 $28,498 $366,064
SCOTT GRIGGS TRUSTEE 0.48
Director
$0 $42,753 $360,877
CHRIS PATTERSON TRUSTEE 0.65
Director
$0 $48,345 $337,057
CINDY STADULIS EXECUTIVE VP - TRUSTEE 0.88
Officer Director
$0 $47,696 $336,943
KATIE LETO TRUSTEE 0.48
Director
$0 $43,269 $324,177
BRYANT RICHARDSON TRUSTEE 0.56
Director
$0 $59,350 $300,830
MARY HERNANDEZ TRUSTEE 0.52
Director
$0 $25,117 $293,288
KELLY VAUGHN TRUSTEE 0.56
Director
$0 $46,091 $286,639
DIANE HAVLINEK TRUSTEE 0.56
Director
$0 $17,231 $274,761
TOM MITCHELL TRUSTEE 0.48
Director
$0 $18,338 $271,333
JIM KOEHLER TRUSTEE 0.58
Director
$0 $22,871 $230,468
KELLY BIAR VICE PRESIDENT - TRUSTEE 1.15
Officer Director
$0 $19,423 $222,997
AMANDA MEDINA TRUSTEE 0.48
Director
$0 $32,785 $218,560
JEFF BINGHAM TREASURER - TRUSTEE 1.15
Officer Director
$0 $41,568 $215,929
JAMIE PORTER TRUSTEE 0.48
Director
$0 $21,351 $202,882
ILEANA DEL TORO TRUSTEE 0.52
Director
$0 $28,293 $193,076
MICHAEL FLYNN TRUSTEE 0.52
Director
$0 $12,527 $191,481
TREY ANGEL VICE PRESIDENT - TRUSTEE 1.08
Officer Director
$0 $12,000 $183,209
MARIO PORRO TRUSTEE 0.48
Director
$0 $18,807 $153,807
SUE TRUMBO TRUSTEE 0.52
Director
$0 $18,424 $139,200
PAM WORSHAM TRUSTEE 0.48
Director
$0 $16,843 $134,345
KRISTA VOLKMAN TRUSTEE 0.52
Director
$0 $0 $0
KEMBERLY MERRITT TRUSTEE 0.29
Director
$0 $0 $0
SUMMER LOVELAND TRUSTEE 0.29
Director
$0 $0 $0
KATHY MILLER TRUSTEE 0.29
Director
$0 $0 $0
DONALD GRAHAM EXECUTIVE DIRECTOR - CEO 40.00
Officer
$200,654 $55,969 $256,623
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $51,266,684 $49,759,200 $28,721,697 $1,507,484
2024 No data No data No data No data
2023 $41,233,369 $43,374,503 $20,986,933 $-2,141,134
2022 $35,908,613 $38,794,241 $22,689,028 $-2,885,628
2021 $32,364,920 $33,121,254 $25,237,505 $-756,334
2020 $28,365,378 $31,568,151 $25,507,265 $-3,202,773
2019 $30,560,366 $27,609,028 $27,571,148 $2,951,338
2018 $30,224,396 $25,179,264 $24,686,275 $5,045,132
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