Nonprofit · EIN 36-7705138
MAXUS RETIREES MODIFIED MEDICAL BENEFITS TR
Also known as DENNIS S FAULKNER TTEE
Tax-exempt · DALLAS, TX 75201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $43,433 | $110,539 | -$67,106 | $455,818 | $1,190 | $454,628 |
| December 31, 2024 | 990 | $50,882 | $118,394 | -$67,512 | $522,923 | $0 | $522,923 |
| December 31, 2023 | 990 | $58,306 | $143,747 | -$85,441 | $590,436 | $0 | $590,436 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $26,766
- Investment income
- $16,667
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $50,514
- Compensation of officers, directors and key employees
- $5,000
- Salaries, compensation and benefits (total)
- $5,000
- Professional fundraising fees
- $0
- Accounting fees
- $38,330
- Program services (functional)
- $50,514
- Management and general (functional)
- $60,025
Balance sheet and other
- Total assets, start of year
- $522,923
- Total assets, end of year
- $455,818
- Total liabilities, end of year
- $1,190
- Net assets, end of year
- $454,628
- Gross receipts
- $43,433
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2017
- State of legal domicile
- TX
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD SCHMIDT | COMMITTEE MEMBER Trustee or director | 1 | $5,000 |
| DENNIS FAULKNER | TRUSTEE Trustee or director | 0 | $0 |
990 for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD SCHMIDT | COMMITTEE MEMBER Trustee or director | 1 | $4,000 |
| DENNIS FAULKNER | TRUSTEE Trustee or director | 0 | $0 |
990 for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD SCHMIDT | COMMITTEE MEMBER Trustee or director | 1 | $4,000 |
| DENNIS FAULKNER | TRUSTEE Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1700 PACIFIC AVE STE 2700, DALLAS, TX 75201-4683
- In care of
- % DENNIS FAULKNER
- Principal officer (990 for 2025)
- DENNIS FAULKNER, 1700 PACIFIC AVE STE 2700, DALLAS, TX 75201
- Signed the 990
- DENNIS FAULKNER, TRUSTEE
- Phone
- (214) 720-1929
- Return prepared by
- LAIN FAULKNER & CO PC
Mission
THIS HEALTH PLAN IS ORGANIZED UNDER SEC. 501(C)(9) AND OFFERS A BROAD HEALTH CARE PROGRAM INCLUDING MEDICAL BENEFITS.
Program accomplishments
- THIS HEALTH PLAN IS ORGANIZED UNDER SEC. 501 (C) (9) AND OFFERS A BROAD HEALTH CARE PROGRAM INCLUDING MEDICAL BENEFITS. AS OF DECEMBER 31, 2025 THERE WERE 28 PARTICPANTS IN THE PLAN.Expenses $50,514
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 36-7705138
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2019
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $455,818
- Income (IRS master file)
- $43,433
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $43,433 | $110,539 | $455,818 | IRS |
| 990 | December 2024 | $50,882 | $118,394 | $522,923 | XML |
| 990 | December 2023 | $58,306 | $143,747 | $590,436 | XML |
| 990 | December 2022 | $40,351 | $160,640 | $675,877 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-7705138).
Questions about MAXUS RETIREES MODIFIED MEDICAL BENEFITS TR
- What is the EIN of MAXUS RETIREES MODIFIED MEDICAL BENEFITS TR?
- The employer identification number (EIN) of MAXUS RETIREES MODIFIED MEDICAL BENEFITS TR is 36-7705138.
- Is MAXUS RETIREES MODIFIED MEDICAL BENEFITS TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2019.
- Are donations to MAXUS RETIREES MODIFIED MEDICAL BENEFITS TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MAXUS RETIREES MODIFIED MEDICAL BENEFITS TR file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of MAXUS RETIREES MODIFIED MEDICAL BENEFITS TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MAXUS RETIREES MODIFIED MEDICAL BENEFITS TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of MAXUS RETIREES MODIFIED MEDICAL BENEFITS TR?
- The 990 for the year ended December 31, 2025 names DENNIS FAULKNER.
- Who are the officers and directors of MAXUS RETIREES MODIFIED MEDICAL BENEFITS TR?
- The 990 for the year ended December 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $5,000 (RICHARD SCHMIDT, COMMITTEE MEMBER).
- How much revenue does MAXUS RETIREES MODIFIED MEDICAL BENEFITS TR have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $43,433, expenses of $110,539 and total assets of $455,818 at year end.
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