TI RETIREE WELFARE BENEFIT TRUST NO 7

EIN: 367332056

DALLAS, TX

Total Revenue
$3,291,801
Total Expenses
$25,018,348
Total Assets
N/A
Net Assets
N/A
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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
2000
Legal Domicile
TX
Principal Officer
SHANON LEONARD
Phone
9729953333
Tax Period
2021-01-01 to 2021-08-31

TI RETIREE WELFARE BENEFIT TRUST NO 7, founded in 2000, is a community nonprofit that reported $3.3M in total revenue in fiscal year 2020. Revenue fell 35% from the prior year — a significant decline worth monitoring. Expenses of $25.0M exceeded revenue, resulting in a 660% operating deficit.

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 (2020)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $1,864,732
Investment Income $1,427,069
Other Revenue $0
TOTAL REVENUE $3,291,801

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $867,335
TOTAL EXPENSES $25,018,348

Year-over-Year Comparison

2020 2019 Change
Revenue $3,291,801 $5,090,282 -0.4%
Expenses $25,018,348 $38,369,461 -0.3%
Net Income $-21,726,547 $-33,279,179 -0.3%
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
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
2021 $3,291,801 $25,018,348 No data $-21,726,547
2020 $5,090,282 $38,369,451 $23,052,926 $-33,279,169
2019 $4,547,566 $4,220,524 $57,069,085 $327,042
2018 $2,824,670 $3,128,396 $54,490,349 $-303,726
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