AZTEC WELL SERVICING COMPANY COMPANIES MEDICAL PLAN TRUST FUND (EIN 746559303) - 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

2007

Legal Domicile

Principal Officer

JASON SANDEL

Phone

5053346194

Tax Period

2025-01-01 to 2025-12-31

AZTEC WELL SERVICING COMPANY COMPANIES MEDICAL PLAN TRUST FUND, founded in 2007, is a community nonprofit in the Mutual Benefit sector that reported $1.7M in total revenue in fiscal year 2025.

Mission

PROVIDE AND MAINTAIN HEALTH BENEFITS INCLUDING MEDICAL, SURGICAL, PHARMACEUTICAL, AND OTHER HEALTH CARE AND PREPAID LEGAL BENEFITS FOR THE BENEFIT OF THE EMPLOYEES AND THEIR DEPENDENTS OF AZTEC WELL SERVICING CO. AND RELATED COMPANIES.

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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 $1,654,615

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,654,615

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,643,608

TOTAL EXPENSES $1,643,608

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,654,615	$1,658,623	0.0%
Expenses	$1,643,608	$1,803,860	-0.1%
Net Income	$11,007	$-145,237	-1.1%

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
JASON SANDEL	TRUSTEE	2.00	Director	$0	$0	$0
MICHELLE SANDEL	TRUSTEE	2.00	Director	$0	$0	$0
ASPEN RICHARDSON	TRUSTEE	2.00	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
2025	$1,654,615	$1,643,608	$130,981	$11,007
2024	No data	No data	No data	No data
2023	$1,736,043	$1,793,905	$165,043	$-57,862
2022	$1,609,601	$1,864,836	$33,128	$-255,235
2021	$1,476,714	$1,985,627	$41,156	$-508,913
2020	$1,570,584	$1,779,177	$170,139	$-208,593
2019	$2,085,811	$2,628,721	$123,467	$-542,910
2018	$3,011,625	$2,977,237	$579,687	$34,388

AZTEC WELL SERVICING COMPANY COMPANIES MEDICAL PLAN TRUST FUND