MISSION BASED HEALTH BENEFITS INC

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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

2023

Legal Domicile

Principal Officer

DAVID HERBEL

Phone

5173233687

Tax Period

2023-01-01 to 2023-12-31

MISSION BASED HEALTH BENEFITS INC, founded in 2023, is a community nonprofit in the Mutual Benefit sector that reported $3.6M in total revenue in fiscal year 2023.

Mission

THE ORGANIZATION IS A MULTIPLE EMPLOYER WELFARE ARRANGEMENT (MEWA) WHICH PROVIDES MEDICAL, DENTAL, AND VISION INSURANCE FOR PLAN PARTICIPANTS AND THEIR DEPENDENTS.

Program Service Accomplishments

Program 1

Expenses: $3,679,277

MISSION BASED HEALTH BENEFITS PROVIDES SELF FUNDED HEALTH AND WELFARE BENEFITS TO PARTICIPATING EMPLOYERS AND THEIR ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $3,556,291

Investment Income $15,130

Other Revenue $0

TOTAL REVENUE $3,571,421

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,679,277

Other Expenses $568,338

TOTAL EXPENSES $3,679,277

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,571,421	N/A	N/A
Expenses	$3,679,277	N/A	N/A
Net Income	$-107,856	N/A	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

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

$394,039

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICH ACHO	TRUSTEE	1.00	Director	$0	$0	$0
JOANNE REYNOLDS	TRUSTEE	1.00	Director	$0	$0	$0
DAVE BOS	TRUSTEE	1.00	Director	$0	$0	$0
DAVE GEHM	TRUSTEE	1.00	Director	$0	$0	$0
DAVID HERBEL	EXECUTIVE TRUSTEE	15.00	Director	$0	$52,961	$394,039

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
2024	No data	No data	No data	No data
2023	$3,571,421	$3,679,277	$1,246,217	$-107,856