MAXUS RETIREES MODIFIED MEDICAL BENEFITS DENNIS FAULKNER TRUSTEE (EIN 367705138) - 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

2017

Legal Domicile

Principal Officer

DENNIS FAULKNER

Phone

2147201929

Tax Period

2025-01-01 to 2025-12-31

MAXUS RETIREES MODIFIED MEDICAL BENEFITS DENNIS FAULKNER TRUSTEE, founded in 2017, is a micro nonprofit in the Mutual Benefit sector that reported $43K in total revenue in fiscal year 2025. Revenue decreased 15% compared to the prior year. Expenses of $111K exceeded revenue, resulting in a 155% operating deficit.

Mission

THIS HEALTH PLAN IS ORGANIZED UNDER SEC. 501(C)(9) AND OFFERS A BROAD HEALTH CARE PROGRAM INCLUDING MEDICAL 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%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $26,766

Investment Income $16,667

Other Revenue $0

TOTAL REVENUE $43,433

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,000

Fundraising Expenses $0

Program Expenses $50,514

Other Expenses $55,025

TOTAL EXPENSES $110,539

Year-over-Year Comparison

	2025	2024	Change
Revenue	$43,433	$50,882	-0.1%
Expenses	$110,539	$118,394	-0.1%
Net Income	$-67,106	$-67,512	0.0%

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

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

$5,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DENNIS FAULKNER	TRUSTEE	0.00	Director	$0	$0	$0
RICHARD SCHMIDT	COMMITTEE MEMBER	1.00	Director	$5,000	$0	$5,000

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	$43,433	$110,539	$455,818	$-67,106
2024	$50,882	$118,394	$522,923	$-67,512
2023	$58,306	$143,747	$590,436	$-85,441
2022	$40,351	$160,640	$675,877	$-120,289
2021	$40,432	$188,026	$796,165	$-147,594
2020	$55,827	$192,784	$959,929	$-136,957

MAXUS RETIREES MODIFIED MEDICAL BENEFITS DENNIS FAULKNER TRUSTEE