CONSOLIDATED MEDICAL DISABILITY AND LIFE TRUST

EIN: 751664577

DALLAS, TX

Total Revenue
N/A
Total Expenses
$190,849
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
1979
Legal Domicile
TX
Principal Officer
W RICHARD DAVIS JR
Phone
2146963800
Tax Period
2023-01-01 to 2023-12-31

Mission

TO PROVIDE HOSPITALIZATION INSURANCE TO RETIRED EMPLOYEES OF HUNT ENERGY CORP & PETROL BOAT CO.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $0

Expense Breakdown

Grants Paid $170,849
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $20,000
TOTAL EXPENSES $190,849

Year-over-Year Comparison

2023 2022 Change
Revenue N/A N/A N/A
Expenses $190,849 $4,975 +37.4%
Net Income N/A $-4,975 N/A
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
N/A
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
0
$0
Total Directors
1
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
W RICHARD DAVIS JR TRUSTEE 10.00
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
2023 No data $190,849 No data No data
2022 No data $4,975 $190,849 No data
2021 No data $7,144 $195,824 No data
2020 No data $5,172 $202,968 No data
2019 No data $6,409 $208,140 No data
2018 No data $5,431 $214,549 No data
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