TI RETIREE SEGREGATED TRUST ACCOUNT FOR KEY EMPLOYEES

EIN: 201929303 Mutual Benefit

DALLAS, TX

Total Revenue
$1,054,666
Total Expenses
$1,040,437
Total Assets
$80,538
Net Assets
$80,538
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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
2004
Legal Domicile
TX
Principal Officer
SHANNON FREEZE
Phone
9729953333
Tax Period
2023-01-01 to 2023-12-31

TI RETIREE SEGREGATED TRUST ACCOUNT FOR KEY EMPLOYEES, founded in 2004, is a community nonprofit in the Mutual Benefit sector that reported $1.1M in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year.

Mission

ACCESS TO GROUP MEDICAL AND/OR DENTAL COVERAGE DURING RETIREMENT

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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 (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $1,050,381
Investment Income $4,285
Other Revenue $0
TOTAL REVENUE $1,054,666

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $40,370
TOTAL EXPENSES $1,040,437

Year-over-Year Comparison

2023 2022 Change
Revenue $1,054,666 $1,156,622 -0.1%
Expenses $1,040,437 $1,157,237 -0.1%
Net Income $14,229 $-615 -24.1%
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

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Governance

Voting Members
1
Independent Members
1
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
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
THE NORTHERN TRUST COMPANY TRUSTEE 1.0
$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 $1,054,666 $1,040,437 $80,538 $14,229
2022 $1,156,622 $1,157,237 $66,309 $-615
2021 $912,898 $1,035,917 $66,924 $-123,019
2020 $1,336,301 $1,321,689 $189,943 $14,612
2019 $1,406,355 $1,251,632 $172,959 $154,723
2018 $988,986 $1,053,451 $18,236 $-64,465
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