APPLIED MATERIALS SHORT-TERM DISABILITY BENEFIT PLAN (EIN 770529495) - Form 990 Financial Analysis & Trantor Score

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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

2001

Legal Domicile

Principal Officer

CYNTHIA RADOVICH

Phone

4087275555

Tax Period

2023-01-01 to 2023-12-31

APPLIED MATERIALS SHORT-TERM DISABILITY BENEFIT PLAN, founded in 2001, is a community nonprofit in the Mutual Benefit sector that reported $2.6M in total revenue in fiscal year 2023. Revenue surged 51% from the prior year, signaling strong growth momentum. Expenses of $3.0M exceeded revenue, resulting in a 16% operating deficit.

Mission

SHORT TERM DISABILITY BENEFITS PLAN

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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 $2,523,443

Investment Income $49,153

Other Revenue $0

TOTAL REVENUE $2,572,596

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $281,506

TOTAL EXPENSES $2,984,755

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,572,596	$1,698,089	+0.5%
Expenses	$2,984,755	$2,056,214	+0.5%
Net Income	$-412,159	$-358,125	+0.2%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	TRUSTEE	1.00		$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
2024	No data	No data	No data	No data
2023	$2,572,596	$2,984,755	$680,410	$-412,159
2022	$1,698,089	$2,056,214	$1,040,455	$-358,125
2021	$1,228,316	$1,681,488	$1,390,804	$-453,172
2020	$1,332,688	$1,254,228	$1,878,333	$78,460
2019	$1,211,029	$1,297,473	$1,808,715	$-86,444
2018	$1,261,544	$1,176,028	$1,898,740	$85,516

APPLIED MATERIALS SHORT-TERM DISABILITY BENEFIT PLAN