TI RETIREE WELFARE BENEFIT TRUST NO 13

EIN: 367332062

DALLAS, TX

Total Revenue
$6,490,291
Total Expenses
$20,721,129
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
SHANNON FREEZE-FLORY
Phone
9729953333
Tax Period
2022-01-01 to 2022-08-31

TI RETIREE WELFARE BENEFIT TRUST NO 13, founded in 2000, is a community nonprofit that reported $6.5M in total revenue in fiscal year 2022. Revenue surged 47% from the prior year, signaling strong growth momentum. Expenses of $20.7M exceeded revenue, resulting in a 219% 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 (2022)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $1,913,449
Investment Income $4,576,842
Other Revenue $0
TOTAL REVENUE $6,490,291

Expense Breakdown

Grants Paid $0
Salaries & Benefits $5,290
Fundraising Expenses $0
Other Expenses $830,020
TOTAL EXPENSES $20,721,129

Year-over-Year Comparison

2022 2021 Change
Revenue $6,490,291 $4,429,406 +0.5%
Expenses $20,721,129 $2,241,511 +8.2%
Net Income $-14,230,838 $2,187,895 -7.5%
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
$5,290 $0 $5,290
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
2022 $6,490,291 $20,721,129 No data $-14,230,838
2021 $4,429,406 $2,241,511 $20,373,933 $2,187,895
2020 $753,448 $18,126 $17,511,055 $735,322
2019 $64,453 $35,647 $14,981,004 $28,806
2018 $545,731 $40,001 $11,754,648 $505,730
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