I S T A Insurance Trust
Revenue
$21k
year to 31 August 2025
Expenses
$262k
year to 31 August 2025
Total assets
$875k
$58.8m liabilities
Net assets
Minus $57.9m
assets less liabilities
Directors and trustees
8
5.4 years on average
Staff
0
employees, year to 31 August 2025
Left since last filing
0
no seats appear to have opened
Voting members
5
reported in Part VI
I S T A Insurance Trust's network
8 people2 organisationsi8 people and 2 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (8). Violet dotted lines (3) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
8 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 5 voting members of its governing body on its latest Form 990 Part VI; we list 8 in Part VII (Part VII does not always name every voting member).| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Diana Reed | Alternate Trustee | 2023 | 3 yrs |
| Glenn Bafia 6124-83124 | Alternate Trustee & CEO | 2024 | 2 yrs |
| Jennifer Clutter | Trustee | 2018 | 8 yrs |
| Keith Gambill | Trustee | 2020 | 6 yrs |
| Kristy Spires | Trustee | 2019 | 7 yrs |
| Noel Candelaria | Trustee | 2022 | 4 yrs |
| Sheryl Mathis 9123-53124 | Alternate Trustee & CEO | 2024 | 2 yrs |
| Teresa Meredith | Trustee | 2018 | 8 yrs |
Under 5 years5 to 6 years6 years or more
Pay and hours
year to 31 August 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Diana Reed | Alternate Trustee & Treasurer | 1 | $0 | ||
| Jennifer Smith-Margraf | Trustee, ISTA President | 1 | $0 | ||
| Kristy Spires | Trustee | 1 | $0 | ||
| Nate Williams | Alternative Trustee, ISTA Executive Director | 1 | $0 | $49k | $35k |
| Noel Candelaria | Trustee | 1 | $0 | ||
| Stacy Kurdelak | Alternative Trustee, ISTA Vice President | 1 | $0 | ||
| Teresa Meredith | Trustee | 1 | $0 |
About
- Legal name
- I S T A Insurance Trust
- EIN
- 311151545
- Address
- 150 W Market St Ste 900, Indianapolis, IN, 46204-2814
- State
- Indiana
- Mission
- The purpose of the trust and its trust fund is to fund the administration and payment of the residual long-term disability benefits for existing participants in those plans. (as filed on the Form 990)
- IRS classification
- 501(c)09 (tax-exempt under section 501(c)(3) where shown)
- Size band
- 5 (IRS master file code)
- Formed
- 1985
- IRS ruling date
- 1 January 1988
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2024
Most connected
Related organisations (Schedule R)
Longest observed on the filings
≥8years on the filingsJennifer Clutter
≥8years on the filingsTeresa Meredith
≥7years on the filingsKristy Spires
≥6years on the filingsKeith Gambill
Latest return
year to 31 August 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 August 2025. US dollars, as filed.- Total assets
- $875k
- Total liabilities
- $58.8m
- Net assets or fund balances
- Minus $57.9m
- Contributions and grants received
- $0
- Program service revenue
- $0
- Employees
- 0
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2023 | $42k | $759k | Deficit $717k |
As filed on the IRS Form 990. US dollars.