FOURSQUARE HEALTHCARE LTD BENEFITS TRUST

EIN: 202464129 Mutual Benefit

ROCKWALL, TX

Total Revenue
$3,544,497
Total Expenses
$3,446,691
Total Assets
$1,188,653
Net Assets
$814,379
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2005
Legal Domicile
TX
Principal Officer
KOLBY CLARK
Phone
9723039000
Tax Period
2024-06-01 to 2025-05-31

FOURSQUARE HEALTHCARE LTD BENEFITS TRUST, founded in 2005, is a community nonprofit in the Mutual Benefit sector that reported $3.5M in total revenue in fiscal year 2024.

Mission

EMPLOYEE INSURANCE BENEFITS

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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 $3,544,497
Investment Income $0
Other Revenue $0
TOTAL REVENUE $3,544,497

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $3,446,691
Other Expenses $1,574,239
TOTAL EXPENSES $3,446,691

Year-over-Year Comparison

2024 2023 Change
Revenue $3,544,497 $3,285,809 +0.1%
Expenses $3,446,691 $3,113,263 +0.1%
Net Income $97,806 $172,546 -0.4%
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
2
Independent Members
N/A
Employees
N/A
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
2
$499,180
Total Directors
0
$0
Key Employees
6
$1,106,976
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SHANE LEWIS VP/CFO 1.00
Officer
$0 $26,609 $290,736
DON MILLER PRESIDENT 1.00
Officer
$0 $26,609 $208,444
JEFF PATEL IT MANAGER 1.00
Key Emp
$0 $3,611 $178,202
HEATHER M BURCHETT ADMINISTRATOR 1.00
Key Emp
$0 $595 $191,470
KOLBY CLARK CHIEF ACCOUNTING OFFICER 1.00
Key Emp
$0 $11,923 $165,800
EDWARD BLACK ASST. DIRECTOR OF OPERATIO 1.00
Key Emp
$0 $676 $187,771
DANIEL MARICK DIRECTOR OF OPERATIONS 1.00
Key Emp
$0 $24,290 $180,850
PAMELA FITZSIMMONS DIRECTOR OF CLINICAL REIMB 1.00
Key Emp
$0 $4,596 $202,883
RICHARD MILLER ADMINISTRATOR 1.00
Highest
$0 $12,680 $182,577
JON LAUKHUF ADMINISTRATOR 1.00
Highest
$0 $13,204 $185,898
WILLIAM T GREEN ADMINISTRATOR 1.00
Highest
$0 $12,680 $206,001
REBECCA MCNEELY DIRECTOR OF CASE MANAGEMEN 1.00
Highest
$0 $1,549 $183,551
CLAYTON T CHESSER ADMINISTRATOR 1.00
Highest
$0 $12,739 $186,010
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 $3,544,497 $3,446,691 $1,188,653 $97,806
2024 $3,285,809 $3,113,263 $981,179 $172,546
2023 $3,320,075 $3,265,185 $752,642 $54,890
2022 $2,866,947 $2,847,175 $774,850 $19,772
2021 $2,866,290 $3,102,855 $1,141,740 $-236,565
2020 $2,516,006 $2,516,983 $1,015,052 $-977
2019 $2,001,438 $2,109,816 $880,804 $-108,378
2018 $1,645,761 $1,549,882 $944,204 $95,879
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