MAY LONG-TERM DISABILITY PLAN TRUST

EIN: 133910940

SPRINGDALE, OH

Total Revenue
$549,376
Total Expenses
$41,662
Total Assets
$9,678,692
Net Assets
$9,678,692
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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
1975
Legal Domicile
NY
Principal Officer
Matthew S Schroeder
Phone
5137821200
Tax Period
2024-04-01 to 2025-03-31

MAY LONG-TERM DISABILITY PLAN TRUST, founded in 1975, is a small nonprofit that reported $549K in total revenue in fiscal year 2024. Revenue surged 165% from the prior year, signaling strong growth momentum. The organization ran a surplus of $508K, a strong 92% operating margin.

Mission

TRUST CREATED UNDER ERISA TO HOLD AND MANAGE EMPLOYEE BENEFIT ASSETS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $434,630
Other Revenue $114,746
TOTAL REVENUE $549,376

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $41,662
TOTAL EXPENSES $41,662

Year-over-Year Comparison

2024 2023 Change
Revenue $549,376 $207,175 +1.7%
Expenses $41,662 $1,742,388 -1.0%
Net Income $507,714 $-1,535,213 -1.3%
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
2
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
2
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MATTHEW S SCHROEDER TRUSTEE 0.0
Director
$0 $0 $0
PAUL GRISCOM TRUSTEE 0.0
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 $549,376 $41,662 $9,678,692 $507,714
2024 $207,175 $1,742,388 $9,170,978 $-1,535,213
2023 $-466,671 $44,725 $10,706,191 $-511,396
2022 $-337,881 $953,200 $11,217,587 $-1,291,081
2021 $562,814 $559,175 $12,508,668 $3,639
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