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I S T A Insurance Trust

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Details

According to its Aug. 2023 tax filing, this nonprofit:

Reported conflict of interest transactions
Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Summary charts: organization finances over time

Revenue
$37.8k (2023)

Expenses
$178k (2023)

Total Assets
$1.43M (2023)

Total Liabilities
$58.4M (2023)

Source: Form 990 tax filings from 2009 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Aug.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$37,763
Expenses
$177,669
Net Income
-$139,906
Net Assets
-$56,967,005
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $37,763
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,434,614
Total Liabilities $58,401,619
Net Assets -$56,967,005
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Jennifer Clutter (Trustee) $0 $160,472 $91,028
Kristy Spires (Trustee) $0 $0 $0
Sheryl Mathis (Alternate Trustee&Ceo(7/21/23 8/31/23)) $0 $0 $0
Dan Holub (Alternate Trustee&Ceo(9/1/22 7/16/23)) $0 $183,140 $78,379
Noel Candelaria (Trustee) $0 $0 $0
Keith Gambill (Trustee) $0 $215,616 $63,146
Bill Thompson (Trustee) $0 $0 $0
Jennifer Laughlin (Alternate Trustee (9/1/22 7/14/23)) $0 $0 $0
Diana Reed (Alternate Trustee (7/15/23 8/31/23)) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$215,100
Expenses
$141,747
Net Income
-$356,847
Net Assets
-$56,827,492
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $5,062
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$220,162
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,796,917
Total Liabilities $58,624,409
Net Assets -$56,827,492
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Jennifer Clutter (Trustee) $0 $154,715 $79,212
Kristy Spires (Trustee) $0 $0 $0
Doug Taylor (Alternate Trustee (9/1/22 7/14/22)) $0 $6,790 $0
Dan Holub (Alternate Trustee & Ceo) $0 $180,757 $70,749
Noel Candelaria (Trustee) $0 $0 $0
Keith Gambill (Trustee) $0 $204,262 $49,759
Bill Thompson (Trustee) $0 $0 $0
Jennifer Laughlin (Alternate Trustee (7/15/22 8/31/22)) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$41,208
Expenses
$144,216
Net Income
-$185,424
Net Assets
-$56,426,085
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $2,109
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$21,225
Net Inventory Sales $0
Other Revenue -$22,092
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,159,524
Total Liabilities $58,585,609
Net Assets -$56,426,085
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Jennifer Clutter (Trustee) $0 $154,576 $72,424
Kristy Spires (Trustee) $0 $0 $0
Doug Taylor (Alternate Trustee) $0 $6,659 $0
Dan Holub (Alternate Trustee & Ceo) $0 $179,220 $65,793
Princess Moss (Trustee) $0 $0 $0
Keith Gambill (Trustee) $0 $190,364 $47,242
Bill Thompson (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$169,771
Expenses
$430,627
Net Income
-$260,856
Net Assets
-$56,295,474
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $29,182
17.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $141,340
83.3%
Net Inventory Sales $0
Other Revenue -$751
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,693,765
Total Liabilities $58,989,239
Net Assets -$56,295,474
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Jennifer Clutter (Trustee) $0 $148,033 $71,920
Kristy Spires (Trustee) $0 $0 $0
Doug Taylor (Alternate Trustee) $0 $6,538 $0
Dan Holub (Alternate Trustee & Ceo) $0 $176,584 $65,987
Princess Moss (Trustee) $0 $0 $0
Keith Gambill (Trustee) $0 $84,946 $20,806
Bill Thompson (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$143,080
Expenses
$369,106
Net Income
-$226,026
Net Assets
-$55,876,554
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $61,300
42.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $93,741
65.5%
Net Inventory Sales $0
Other Revenue -$11,961
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,368,015
Total Liabilities $59,244,569
Net Assets -$55,876,554
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Jennifer Clutter (Trustee) $0 $147,692 $69,826
John F Springer 9118 5219 (Trustee) $0 $0 $0
Kristy Spires (Trustee) $0 $0 $0
Maury Koffman 9118 5119 (Trustee) $0 $0 $0
Teresa Meredith 9118 73119 (Trustee) $0 $158,475 $73,532
Doug Taylor (Alternate Trustee) $0 $0 $0
Dan Holub (Alternate Trustee & Ceo) $0 $175,960 $64,911
Princess Moss 5219 83119 (Trustee) $0 $0 $0
Keith Gambill 8119 83119 (Trustee) $0 $0 $0
Bill Thompson 5319 83119 (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$382,334
Expenses
$327,692
Net Income
$54,642
Net Assets
-$55,562,580
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $37,035
9.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $344,622
90.1%
Net Inventory Sales $0
Other Revenue $677
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,918,974
Total Liabilities $59,481,554
Net Assets -$55,562,580
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Jennifer Clutter (Trustee) $0 $148,560 $64,333
John F Springer (Trustee) $0 $0 $0
Kritsy Spires (Trustee) $0 $0 $0
Maury Koffman (Trustee) $0 $0 $0
Teresa Meredith (Trustee) $0 $158,143 $67,838
Doug Taylor (Alternate Trustee) $0 $0 $0
Dan Holub (Alternate Trustee & Ceo) $0 $119,217 $44,179

Document Links

Fiscal Year Ending Aug.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$293,956
Expenses
$900,890
Net Income
-$606,934
Net Assets
-$55,301,836
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $16,150
5.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $277,806
94.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,798,853
Total Liabilities $60,100,689
Net Assets -$55,301,836
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Callie Marksbary 9116 73117 (Alternate Trustee) $0 $5,000 $0
Jennifer Clutter (Trustee) $0 $142,993 $62,222
John F Springer (Trustee) $0 $0 $0
Kritsy Spires (Trustee) $0 $0 $0
Maury Koffman (Trustee) $0 $0 $0
Teresa Meredith (Trustee) $0 $158,446 $63,232
Elizabeth Daise 9116 33117 (Alternate Trustee & Ceo) $0 $125,200 $0
Doug Taylor 8117 83117 (A Lternate Trustee) $0 $0 $0
Dan Holub 42417 83117 (Alternate Trustee & Ceo) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$376,991
Expenses
$389,356
Net Income
-$12,365
Net Assets
-$54,507,285
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Bond Proceeds $9,203
2.4%
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $367,788
97.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $5,358,472
Total Liabilities $59,865,757
Net Assets -$54,507,285
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Brenda Pike 1116 51516 (Alternate Trustee & Ceo) $0 $186,762 $72,707
Callie Marksbary (Alternate Trustee) $0 $5,000 $0
Jennifer Clutter (Trustee) $0 $142,456 $63,141
John F Springer (Trustee) $0 $0 $0
Kritsy Spires (Trustee) $0 $0 $0
Maury Koffman (Trustee) $0 $0 $0
Teresa Meredith (Trustee) $0 $164,531 $68,195
Elizabeth Daise 6616 83116 (Alternate Trustee & Ceo) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$656,336
Expenses
$477,823
Net Income
$178,513
Net Assets
-$54,011,689
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Bond Proceeds $7,770
1.2%
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $648,566
98.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $6,611,516
Total Liabilities $60,623,205
Net Assets -$54,011,689
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Brenda Pike (Alternate Trustee & Ceo) $0 $179,464 $67,577
Callie Marksbary (Alternate Trustee) $0 $5,000 $0
Jennifer Clutter (Trustee) $0 $137,394 $58,483
John F Springer (Trustee) $0 $0 $0
Kritsy Spires (Trustee) $0 $0 $0
Maury Koffman (Trustee) $0 $0 $0
Teresa Meredith (Trustee) $0 $158,493 $63,616

Document Links

Fiscal Year Ending Aug.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$279,790
Expenses
$7,450,881
Net Income
-$7,171,091
Net Assets
-$53,930,426
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,590
0.6%
Investment Income $15,623
5.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $262,577
93.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $8,232,212
Total Liabilities $62,162,638
Net Assets -$53,930,426
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Kritsy Spires (Trustee (2/1/14 8/31/14)) $0 $0 $0
Maury Koffman (Trustee (2/1/14 8/31/14)) $0 $0 $0
Jennifer Clutter (Trustee (2/1/14 8/31/14)) $0 $136,139 $58,220
Callie Marksbary (Trustee(sept13 Jan14)alt Trustee(feb14 Aug14)) $0 $5,000 $0
Brenda Pike (Trustee(sept13 Jan14)ceo(feb14 Aug14)) $0 $178,513 $67,850
Teresa Meredith (Trustee) $0 $60,579 $25,339
John F Springer (Trustee) $0 $0 $0
R Stephen Gookins (Trustee (9/1/2013 1/31/2014)) $0 $0 $0
Edward Sullivan (Trustee & Ceo (9/1/2013 1/31/2014)) $0 $8,189 $0
J Sue Kelly (Trustee (9/1/2013 1/31/2014)) $0 $0 $0
David Orentlicher (Trustee (9/1/2013 1/31/2014)) $0 $0 $0
Frederick J Suman (Trustee (9/1/2013 1/31/2014)) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$350,081
Expenses
$815,399
Net Income
-$465,318
Net Assets
-$47,057,281
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $27,572
7.9%
Investment Income $35,457
10.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $287,052
82.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $21,545,582
Total Liabilities $68,602,863
Net Assets -$47,057,281

Document Links

Fiscal Year Ending Aug.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,993,601
Expenses
$3,800,565
Net Income
$1,193,036
Net Assets
-$46,745,518
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $216,291
4.3%
Investment Income $31,206
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$601,683
Net Inventory Sales $0
Other Revenue $5,347,787
> 100%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $20,966,625
Total Liabilities $67,712,143
Net Assets -$46,745,518

Document Links

Fiscal Year Ending Aug.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$46,559
Expenses
$6,505,371
Net Income
-$6,551,930
Net Assets
-$47,994,356
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $330,200
Investment Income $7,344
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$472,389
Net Inventory Sales $0
Other Revenue $88,286
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $16,259,430
Total Liabilities $64,253,786
Net Assets -$47,994,356

Document Links

Fiscal Year Ending Aug.
2010

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,113,347
Expenses
$4,733,853
Net Income
-$3,620,506
Net Assets
-$43,520,710
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,442,493
> 100%
Investment Income $101
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$212,545
Net Inventory Sales $0
Other Revenue -$116,702
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $14,157,983
Total Liabilities $57,678,693
Net Assets -$43,520,710

Document Links

Fiscal Year Ending Aug.
2009

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$82,524,117
Expenses
$85,792,524
Net Income
-$3,268,407
Net Assets
-$43,262,343
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $84,707,013
> 100%
Investment Income $113,807
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$2,176,189
Net Inventory Sales $0
Other Revenue -$120,514
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $13,527,108
Total Liabilities $56,789,451
Net Assets -$43,262,343

Document Links

Fiscal Year Ending Aug.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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