MORRISON-MAIERLE INC EMPLOYEE HEALTH BENEFIT PLAN (EIN 203169070) - Form 990 Financial Analysis & Trantor Score

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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

Principal Officer

SONYA LECKNER

Phone

4064953517

Tax Period

2023-01-01 to 2023-12-31

MORRISON-MAIERLE INC EMPLOYEE HEALTH BENEFIT PLAN, founded in 2005, is a community nonprofit in the Education sector that reported $4.4M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion.

Mission

GROUP HEALTH PLAN TRUST TO PROVIDE HEALTH AND MEDICAL REIMBURSEMENT TO EMPLOYEES

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $4,362,870

Investment Income $54,373

Other Revenue $0

TOTAL REVENUE $4,417,243

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,463,760

TOTAL EXPENSES $4,540,722

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,417,243	$4,080,556	+0.1%
Expenses	$4,540,722	$4,003,774	+0.1%
Net Income	$-123,479	$76,782	-2.6%

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEBORAH JOHNSTON	CHAIR	1.00	Officer Director	$0	$0	$0
JESSICA CARPS	DIRECTOR	1.00	Director	$0	$0	$0
JULIE A SHIFLETT	DIRECTOR	1.00	Director	$0	$0	$0
RYAN JONES	DIRECTOR	1.00	Director	$0	$0	$0
KURT KEITH	DIRECTOR	1.00	Director	$0	$0	$0
ARIAN BLOOMFIELD	DIRECTOR	1.00	Director	$0	$0	$0
JILL COOK	DIRECTOR	1.00	Director	$0	$0	$0

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
2024	No data	No data	No data	No data
2023	$4,417,243	$4,540,722	$2,230,705	$-123,479
2022	$4,080,556	$4,003,774	$2,308,417	$76,782
2021	$3,680,881	$3,848,088	$2,319,499	$-167,207
2020	$3,470,168	$3,325,004	$2,475,799	$145,164
2018	$3,044,837	$2,734,936	$1,917,602	$309,901

MORRISON-MAIERLE INC EMPLOYEE HEALTH BENEFIT PLAN