Civic Intelligence

W F Retirees Health Trust

EIN 75-2396970 • 501(c)9 • Dallas, TX

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Profile

This health plan is organized under sec. 501(c)(9) and offers a broad health care program including medical benefits, vision care, and prescription drug benefits.

400 N St Paul Street 600Dallas, TX 75201

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

31st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

38th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Net Margin

31st percentile

-1.8%

Higher net margin than 31% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

66th percentile

$20,000

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Asset Growth

33rd percentile

-0.4%

Faster asset growth than 33% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

48th percentile

5.2%

Faster revenue growth than 48% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$8,875,550

Down $39,190 (-0.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$8,875,550

Down $39,190 (-0.4%) from 2023

Operations
Liabilities / Revenue38th percentileNet Margin31st percentile

Revenue

Up

$2,185,496

Up $108,861 (+5.2%) from 2023

Expenses

Up

$2,224,686

Up $324,393 (+17%) from 2023

Net Income

Down

-$39,190

Down $215,532 (-122%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2011: $13,658,539Liabilities 2011: $1,196,767Net Assets 2011: $12,461,7722011Assets 2012: $13,176,063Liabilities 2012: $936,150Net Assets 2012: $12,239,9132012Assets 2013: $12,747,119Liabilities 2013: $898,944Net Assets 2013: $11,848,1752013Assets 2014: $12,047,403Liabilities 2014: $829,636Net Assets 2014: $11,217,7672014Assets 2015: $11,110,843Liabilities 2015: $883,891Net Assets 2015: $10,226,9522015Assets 2016: $10,142,991Liabilities 2016: $811,895Net Assets 2016: $9,331,0962016Assets 2017: $9,611,667Liabilities 2017: $744,957Net Assets 2017: $8,866,7102017Assets 2018: $9,404,058Liabilities 2018: $704,699Net Assets 2018: $8,699,3592018Assets 2019: $9,093,972Liabilities 2019: $0Net Assets 2019: $9,093,9722019Assets 2020: $9,121,448Liabilities 2020: $478,803Net Assets 2020: $8,642,6452020Assets 2021: $8,638,672Liabilities 2021: $0Net Assets 2021: $8,638,6722021Assets 2022: $8,738,398Liabilities 2022: $0Net Assets 2022: $8,738,3982022Assets 2023: $8,914,740Liabilities 2023: $0Net Assets 2023: $8,914,7402023Assets 2024: $8,875,550Liabilities 2024: $0Net Assets 2024: $8,875,5502024

Highlighted filing

2024

Assets$8,875,550
Liabilities$0
Net Assets$8,875,550
Open 2024 Filing

Operations Trend

Revenue Growth48th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $3,324,199Expenses 2011: $3,607,628Net Income 2011: -$283,4292011Revenue 2012: $3,112,562Expenses 2012: $3,334,422Net Income 2012: -$221,8602012Revenue 2013: $3,154,356Expenses 2013: $3,546,094Net Income 2013: -$391,7382013Revenue 2014: $3,036,595Expenses 2014: $3,667,003Net Income 2014: -$630,4082014Revenue 2015: $3,070,005Expenses 2015: $4,060,820Net Income 2015: -$990,8152015Revenue 2016: $3,024,838Expenses 2016: $3,920,694Net Income 2016: -$895,8562016Revenue 2017: $2,865,745Expenses 2017: $3,330,131Net Income 2017: -$464,3862017Revenue 2018: $2,564,048Expenses 2018: $2,731,399Net Income 2018: -$167,3512018Revenue 2019: $2,356,951Expenses 2019: $2,527,977Net Income 2019: -$171,0262019Revenue 2020: $2,436,056Expenses 2020: $2,321,744Net Income 2020: $114,3122020Revenue 2021: $2,211,397Expenses 2021: $2,574,443Net Income 2021: -$363,0462021Revenue 2022: $2,049,917Expenses 2022: $1,950,191Net Income 2022: $99,7262022Revenue 2023: $2,076,635Expenses 2023: $1,900,293Net Income 2023: $176,3422023Revenue 2024: $2,185,496Expenses 2024: $2,224,686Net Income 2024: -$39,1902024

Highlighted filing

2024

Revenue$2,185,496
Expenses$2,224,686
Net Income-$39,190
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,875,550
Liabilities
$0
Net assets
$8,875,550
Revenue
$2,185,496
Expenses
$2,224,686
Net income
-$39,190
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.88$0.00$8.88$2.19$2.22$0.04
2023Detailed filing. Detailed filing data is available for this year.$8.91$0.00$8.91$2.08$1.90$0.18
2022Detailed filing. Detailed filing data is available for this year.$8.74$0.00$8.74$2.05$1.95$0.10
2021Detailed filing. Detailed filing data is available for this year.$8.64$0.00$8.64$2.21$2.57$0.36
2020Detailed filing. Detailed filing data is available for this year.$9.12$0.48$8.64$2.44$2.32$0.11
2019Summary only. Only limited summary data is available for this year.$9.09$0.00$9.09$2.36$2.53$0.17
2018Summary only. Only limited summary data is available for this year.$9.40$0.70$8.70$2.56$2.73$0.17
2017Summary only. Only limited summary data is available for this year.$9.61$0.74$8.87$2.87$3.33$0.46
2016Summary only. Only limited summary data is available for this year.$10.1$0.81$9.33$3.02$3.92$0.90
2015Summary only. Only limited summary data is available for this year.$11.1$0.88$10.2$3.07$4.06$0.99
2014Summary only. Only limited summary data is available for this year.$12.0$0.83$11.2$3.04$3.67$0.63
2013Summary only. Only limited summary data is available for this year.$12.7$0.90$11.8$3.15$3.55$0.39
2012Summary only. Only limited summary data is available for this year.$13.2$0.94$12.2$3.11$3.33$0.22
2011Summary only. Only limited summary data is available for this year.$13.7$1.20$12.5$3.32$3.61$0.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 22, 2025
Return Version
2024v5.1
Gross Receipts
$2,185,496
Mission and Program Overview

Mission

This health plan is organized under sec. 501(c)(9) and offers a broad health care program including medical benefits, vision care, and prescription drug benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$8,914,740$8,875,550▼ $39,190
Savings and Temporary Cash Investments$8,707,121$8,707,988▲ $867
Cash and Non-Interest-Bearing Accounts$207,619$167,562▼ $40,057
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$8,914,740$8,875,550▼ $39,190
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,914,740$8,875,550▼ $39,190
Total Liabilities and Net Assets / Fund Balance$8,914,740$8,875,550▼ $39,190
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleBaseTotal
B DeshazoCommittee Alter$20,000$20,000
D KlingensmithCommittee Chair$20,000$20,000
D MckinneyCommittee Member$20,000$20,000
D TatmanCommittee Member$20,000$20,000
P BalesCommittee Alter$20,000$20,000
P BoothCommittee Member$20,000$20,000
S LovelessCommittee Alter$20,000$20,000
S SmithCommittee Alter$20,000$20,000

Board Members and Trustees

NameTitle
Dennis FaulknerTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,604,686
Investment Income
$450,867
Other Revenue
$129,943
Change in Net Assets
$-39,190
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$241,275
Salaries, Compensation, and Employee Benefits$160,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$1,823,411--$1,823,411
Current Officers, Directors, Trustees, and Key Employees-$160,000-$160,000
Fees for Services Accounting-$126,427-$126,427
Payment Travel Entrtnmnt Publicly Ofcl-$34,496-$34,496
Fees for Services Other-$16,020-$16,020
Other Expenses-$180-$180
Total Functional Expenses$1,823,411$401,275$0$2,224,686
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Line 11a explanation - tax department reviews all accounting entries posted to tax form 990.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
W F Retirees Health Trust
EIN
75-2396970
Phone
2147201929
Address
400 N ST PAUL STREET 600, DALLAS, TX 75201

Signing Officer

Name
Dennis Faulkner
Title
05/22/2025
Phone
2147201929
Signed
2025-05-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dennis Faulkner
Formed
1992
Legal Domicile
TX
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Lain Faulkner & Co Pc
Address
400 N ST PAUL STE 600, DALLAS, TX 75201
Preparer
Dean Bielitz
Phone
2147201929
Raw XML Appendix317 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 11A EXPLANATION - TAX DEPARTMENT REVIEWS ALL ACCOUNTING ENTRIES POSTED TO TAX FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt08914740
IRS990/TotalAssetsEOYAmt08875550
IRS990/TotalAssetsGrp/BOYAmt08914740
IRS990/TotalAssetsGrp/EOYAmt08875550
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0401275
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01823411
IRS990/TotalFunctionalExpensesGrp/TotalAmt02224686
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt08914740
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08875550
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01823411
IRS990/TotalProgramServiceRevenueAmt01604686
IRS990/TotalReportableCompFromOrgAmt0160000
IRS990/TotalRevenueGrp/ExclusionAmt01604686
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0580810
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02185496
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08914740
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08875550
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0400 N SAINT PAUL STREET STE 600
IRS990/USAddress/CityNm0DALLAS
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd075201
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DENNIS FAULKNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt005/22/2025
ReturnHeader/BusinessOfficerGrp/PhoneNum02147201929
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0W F RETIREES HEALTH TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DENNIS FAULKNER TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0WFRE
ReturnHeader/Filer/EIN0752396970
ReturnHeader/Filer/PhoneNum02147201929
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 N ST PAUL STREET 600
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075201
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0751835758
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LAIN FAULKNER & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 N ST PAUL STE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075201
ReturnHeader/PreparerPersonGrp/PhoneNum02147201929
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEAN BIELITZ
ReturnHeader/ReturnTs02025-05-23T10:21:25-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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