TI RETIREE WELFARE BENEFIT TRUST N… - Form 990 Financial Data

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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

Principal Officer

SHANON LEONARD

Phone

9729953333

Tax Period

2018-01-01 to 2018-12-31

Mission

TEXAS INSTRUMENTS INCORPORATED ("TI") OFFERS ACCESS TO GROUP MEDICAL AND/OR DENTAL COVERAGE DURING RETIREMENT TO U.S. RETIREES WHO SATISFY AGE AND SERVICE REQUIREMENTS. TI CONTRIBUTES TOWARD THE COST OF RETIREE MEDICAL BENEFITS FOR CERTAIN RETIREES AND THEIR DEPENDENTS. TI FUNDS ITS SHARE OF SUCH COSTS THROUGH CONTRIBUTIONS TO THE VEBA TRUSTS.

Program Service Accomplishments

Program 1

THE ORGANIZATION WILL PAY RETIREE HEALTH BENEFITS ACCORDING TO THE TERMS OF THE TRUST AGREEMENT AND THE TEXAS INSTRUMENTS RETIREES HEALTH BENEFIT PLAN. SUBSTANTIALLY ALL OF THE OPERATIONS OF THE...

THE ORGANIZATION WILL PAY RETIREE HEALTH BENEFITS ACCORDING TO THE TERMS OF THE TRUST AGREEMENT AND THE TEXAS INSTRUMENTS RETIREES HEALTH BENEFIT PLAN. SUBSTANTIALLY ALL OF THE OPERATIONS OF THE TRUST WILL BE USED IN FURTHERANCE OF PROVIDING LIFE, SICK OR OTHER BENEFITS TO ITS MEMBERS, THEIR DEPENDENTS, OR THEIR DESIGNATED BENEFICIARIES.

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2018	2017	Change
Revenue	N/A	$21,200	-1.0%
Expenses	N/A	N/A	N/A
Net Income	N/A	$21,200	N/A

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
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
2018	No data	No data	No data	No data

TI RETIREE WELFARE BENEFIT TRUST NO 8