CHANHASSEN, MN
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)ROSEMOUNT INC BASIC HEALTH MAJOR MEDICAL & DENTAL PLAN TRUST, founded in 1958, is a small nonprofit that reported $766K in total revenue in fiscal year 2019. Revenue fell 77% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $715K, a strong 93% operating margin.
THE PLAN OPERATES TO PROVIDE HEALTH AND DENTAL BENEFITS TO MEMBERS.
THE ORGANIZATION IS A REPORTING WELFARE BENEFIT PLAN (PLAN) FOR THE BENEFIT OF EMPLOYEES OF ROSEMOUNT, INC., ITS SUBSIDIARIES AND AFFILIATES. UNDER THE TERMS OF TRUST AGREEMENTS BETWEEN U.S. BANK...
THE ORGANIZATION IS A REPORTING WELFARE BENEFIT PLAN (PLAN) FOR THE BENEFIT OF EMPLOYEES OF ROSEMOUNT, INC., ITS SUBSIDIARIES AND AFFILIATES. UNDER THE TERMS OF TRUST AGREEMENTS BETWEEN U.S. BANK NATIONAL ASSOCIATION (TRUSTEE) AND THE PLAN, THE TRUSTEE MANAGES THE PLAN'S TRUST FUNDS ON BEHALF OF THE PLAN. THE PLAN ADMINISTRATOR MAINTAINS THE EXCLUSIVE RIGHT TO CONTROL AND MANAGE THE PLAN ASSETS. SIGNIFICANT CHANGES TO THE PLAN MAY BE REQUIRED ANNUALLY BY VIRTURE OF CHANGES IN FEDERAL LAW OR THE REGULATIONS APPLICABLE THERETO.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2019 | 2018 | Change | |
|---|---|---|---|
| Revenue | $766,485 | $3,312,951 | -0.8% |
| Expenses | $51,081 | $2,178,509 | -1.0% |
| Net Income | $715,404 | $1,134,442 | -0.4% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| MICHELLE CARLSON | SIGNATURE OF | 1.00 |
Director
|
$0 | $0 | $0 |
| STEVEN A CHELESNIK | MEMBER | 1.00 |
Officer
|
$0 | $0 | $0 |
| RON MARTIN | MEMBER | 1.00 |
Officer
|
$0 | $0 | $0 |
| STEPHEN SHONKA | CHAIRMAN | 1.00 |
Officer
|
$0 | $0 | $0 |
| MATT SWEENEY | MEMBER | 1.00 |
Officer
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2019 | $766,485 | $51,081 | No data | $715,404 |
| 2018 | $3,312,951 | $2,178,509 | $95,090 | $1,134,442 |
Compare ROSEMOUNT INC BASIC HEALTH MAJOR MEDICAL & DENTAL PLAN TRUST with other nonprofits in Minnesota and across the country.