ROSEMOUNT INC BASIC HEALTH MAJOR MEDICAL & DENTAL PLAN TRUST

EIN: 411312839

CHANHASSEN, MN

Total Revenue
$766,485
Total Expenses
$51,081
Total Assets
N/A
Net Assets
N/A
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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
1958
Legal Domicile
MN
Phone
9529497839
Tax Period
2019-01-01 to 2019-12-31

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.

Mission

THE PLAN OPERATES TO PROVIDE HEALTH AND DENTAL BENEFITS TO MEMBERS.

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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 (2019)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $766,249
Investment Income $236
Other Revenue $0
TOTAL REVENUE $766,485

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $51,081
Other Expenses $1,072
TOTAL EXPENSES $51,081

Year-over-Year Comparison

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%
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
4
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
4
$0
Total Directors
1
$0
Key Employees
0
$0
Highest Compensated
0
reported
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
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
2019 $766,485 $51,081 No data $715,404
2018 $3,312,951 $2,178,509 $95,090 $1,134,442
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