DIX 1898 INC EMPLOYEE HEALTH BENEFIT PLAN TRUST AGREEMENT (EIN 341350745) - 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

1982

Legal Domicile

Principal Officer

ANN DIX-MAENZA

Phone

3302643511

Tax Period

2024-01-01 to 2024-12-31

DIX 1898 INC EMPLOYEE HEALTH BENEFIT PLAN TRUST AGREEMENT, founded in 1982, is a small nonprofit that reported $806K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $171K, a strong 21% operating margin.

Mission

PROVIDE MEDICAL, HOSPITALIZATION, PRESCRIPTION, DENTAL, VISION, HRA AND LIFE INSURANCE BENEFITS FOR ELIGIBLE EMPLOYEES OF DIX 1898, INC. AND ITS AFFILIATES

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $806,428

Investment Income $0

Other Revenue $0

TOTAL REVENUE $806,428

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $635,513

Other Expenses $33,708

TOTAL EXPENSES $635,513

Year-over-Year Comparison

	2024	2023	Change
Revenue	$806,428	$726,728	+0.1%
Expenses	$635,513	$933,252	-0.3%
Net Income	$170,915	$-206,524	-1.8%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANN DIX-MAENZA	TRUSTEE	0.10	Officer Director	$0	$0	$0
DAVID E DIX	TRUSTEE	0.10	Officer Director	$0	$0	$0
ANDREW S DIX	TRUSTEE	0.10	Officer Director	$0	$0	$0
HEATHER VENEY	AGENT FOR PLAN	5.00	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	$806,428	$635,513	$132,544	$170,915
2023	$726,728	$933,252	No data	$-206,524
2022	$646,069	$775,452	$168,153	$-129,383
2021	$588,867	$686,937	$297,536	$-98,070
2020	$762,120	$687,062	$395,606	$75,058
2019	$1,043,839	$987,201	$320,548	$56,638

DIX 1898 INC EMPLOYEE HEALTH BENEFIT PLAN TRUST AGREEMENT