INTEL CORPORATION SHORT TERM DISABILITY PLAN TRUST (EIN 942535992) - 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

1977

Legal Domicile

Principal Officer

SHARON L HECK

Phone

4087658080

Tax Period

2020-01-01 to 2020-12-31

INTEL CORPORATION SHORT TERM DISABILITY PLAN TRUST, founded in 1977, is a mid-sized nonprofit that reported $22.0M in total revenue in fiscal year 2020. Revenue decreased 11% compared to the prior year. Expenses of $46.7M exceeded revenue, resulting in a 112% operating deficit.

Mission

THE PLAN TRUST PROVIDES A DEGREE OF INCOME PROTECTION DURING SHORT-TERM DISABILITIES AND WAS ESTABLISHED ON MAY 1, 1977 FOR INTEL CORPORATION'S EMPLOYEES IN OREGON AND ON OCTOBER 1, 1977 FOR EMPLOYEES IN OTHER UNITED STATES LOCATIONS EXCEPT CALIFORNIA, NEW JERSY, NEW YORK, AND RHODE ISLAND. AS OF JANUARY 1, 1983, EMPLOYEES IN NEW JERSEY, NEW YORK AND RHODE ISLAND MAY SUPPLEMENT COVERAGE UNDER STATE MANDATED PLANS WITH THE 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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $21,949,622

Investment Income $79,938

Other Revenue $0

TOTAL REVENUE $22,029,560

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $46,661,337

Other Expenses $1,248,671

TOTAL EXPENSES $46,661,337

Year-over-Year Comparison

	2020	2019	Change
Revenue	$22,029,560	$24,798,347	-0.1%
Expenses	$46,661,337	$22,089,864	+1.1%
Net Income	$-24,631,777	$2,708,483	-10.1%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	COMPANY TRUSTEE	0.00		$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
2020	$22,029,560	$46,661,337	No data	$-24,631,777
2019	$24,798,347	$22,089,864	$24,858,860	$2,708,483
2018	$23,575,331	$20,539,417	$22,027,995	$3,035,914

INTEL CORPORATION SHORT TERM DISABILITY PLAN TRUST