Isas Group Benefits TR
Revenue
$51.3m
year to 31 August 2025
Expenses
$49.8m
year to 31 August 2025
Total assets
$28.7m
$10.6m liabilities
Net assets
$18.1m
assets less liabilities
Directors and trustees
25
6.7 years on average
Staff
1
employees, year to 31 August 2025
Left since last filing
2
8% of the board
Officers and senior staff
1
named in Part VII
Isas Group Benefits TR's network
25 people18 organisationsi25 people and 18 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (25). Violet dotted lines (19) 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
25 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 25 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Amanda Medina | Trustee | 2021 | 5 yrs |
| Bryant Richardson | Trustee | 2021 | 5 yrs |
| Carol Lewis | Trustee | 2021 | 5 yrs |
| Chris Patterson | Trustee / Treasurer | 2018 | 8 yrs |
| Cindy Stadulis | Trustee / Secretary | 2018 | 8 yrs |
| Diane Havlinek | Trustee | 2023 | 3 yrs |
| Evelyn Cambria | Trustee | 2018 | 8 yrs |
| Isabel Jones | Trustee | 2022 | 4 yrs |
| Jamie Terry | Trustee | 2018 | 8 yrs |
| Jeff Bingham | Trustee | 2019 | 7 yrs |
| Jim Koehler | Trustee / President | 2018 | 8 yrs |
| Joanne Margraves | Trustee / Executive VP | 2018 | 8 yrs |
| Jon Baerman | Trustee | 2022 | 4 yrs |
| Katie Leto | Trustee | 2022 | 4 yrs |
| Kelly Vaughn | Trustee | 2022 | 4 yrs |
| Kendra Grace | Trustee | 2018 | 8 yrs |
| Mario Porro | Trustee | 2018 | 8 yrs |
| Mark Kirkpatrick | Trustee | 2018 | 8 yrs |
| Mary Hernandez | Trustee | 2022 | 4 yrs |
| Michael Flynn | Trustee / Vice-President | 2018 | 8 yrs |
| Scott Griggs | Trustee | 2018 | 8 yrs |
| Sue Trumbo | Trustee | 2021 | 5 yrs |
| Suzanne Townsend | Trustee | 2018 | 8 yrs |
| Tom Mitchell | Trustee | 2021 | 5 yrs |
| Trey Angel | Trustee | 2019 | 7 yrs |
Officers and senior leadership
1 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Donald Graham | Executive Director | since 2018 |
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 |
|---|---|---|---|---|---|
| Donald Graham | Executive Director - CEO | 40 | $201k | $56k | |
| Kendra Grace | Trustee | 0.48 | $0 | $348k | $60k |
| Suzanne Townsend | Trustee | 0.48 | $0 | $360k | $46k |
| Evelyn Cambria | Secretary - Trustee | 1.05 | $0 | $331k | $70k |
| Joanne Margraves | President - Trustee | 1.63 | $0 | $335k | $46k |
| Mark Kirkpatrick | Trustee | 0.48 | $0 | $338k | $28k |
| Scott Griggs | Trustee | 0.48 | $0 | $318k | $43k |
| Chris Patterson | Trustee | 0.65 | $0 | $289k | $48k |
| Cindy Stadulis | Executive VP - Trustee | 0.88 | $0 | $289k | $48k |
| Katie Leto | Trustee | 0.48 | $0 | $281k | $43k |
| Bryant Richardson | Trustee | 0.56 | $0 | $241k | $59k |
| Mary Hernandez | Trustee | 0.52 | $0 | $268k | $25k |
| Kelly Vaughn | Trustee | 0.56 | $0 | $241k | $46k |
| Diane Havlinek | Trustee | 0.56 | $0 | $258k | $17k |
| Tom Mitchell | Trustee | 0.48 | $0 | $253k | $18k |
| Jim Koehler | Trustee | 0.58 | $0 | $208k | $23k |
| Kelly Biar | Vice President - Trustee | 1.15 | $0 | $204k | $19k |
| Amanda Medina | Trustee | 0.48 | $0 | $186k | $33k |
| Jeff Bingham | Treasurer - Trustee | 1.15 | $0 | $174k | $42k |
| Jamie Porter | Trustee | 0.48 | $0 | $182k | $21k |
| Ileana del Toro | Trustee | 0.52 | $0 | $165k | $28k |
| Michael Flynn | Trustee | 0.52 | $0 | $179k | $13k |
| Trey Angel | Vice President - Trustee | 1.08 | $0 | $171k | $12k |
| Mario Porro | Trustee | 0.48 | $0 | $135k | $19k |
| Sue Trumbo | Trustee | 0.52 | $0 | $121k | $18k |
| Pam Worsham | Trustee | 0.48 | $0 | $118k | $17k |
| Krista Volkman | Trustee | 0.52 | $0 | ||
| Kemberly Merritt | Trustee | 0.29 | $0 | ||
| Summer Loveland | Trustee | 0.29 | $0 | ||
| Kathy Miller | Trustee | 0.29 | $0 |
About
- Legal name
- Isas Group Benefits Tr
- EIN
- 731366012
- Address
- 12712 Park Central Dr Ste 100, Dallas, TX, 75251-1527
- State
- Texas
- 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. (as filed on the Form 990)
- IRS classification
- 501(c)09 (tax-exempt under section 501(c)(3) where shown)
- Size band
- 8 (IRS master file code)
- Formed
- 1989
- Principal officer
- Donald Graham (as named on the Form 990)
- IRS ruling date
- 1 November 1991
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2023
Most connected
Related organisations (Schedule R)
RelatedSCHOOLCasady School IncRelatedSCHOOLEpiscopal High SchoolRelatedSCHOOLEpiscopal School of Dallas IncRelatedSCHOOLGood Shepherd Episcopal School
Longest observed on the filings
≥8years on the filingsChris Patterson
≥8years on the filingsCindy Stadulis
≥8years on the filingsEvelyn Cambria
≥8years on the filingsJamie Terry
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
- $28.7m
- Total liabilities
- $10.6m
- Net assets or fund balances
- $18.1m
- Contributions and grants received
- $0
- Program service revenue
- $50.6m
- Employees
- 1