TI RETIREE WELFARE BENEFIT TRUST NO 16

EIN: 367332065 Mutual Benefit

DALLAS, TX

Total Revenue
$2,740,773
Total Expenses
$3,778,442
Total Assets
$3,977,889
Net Assets
$3,977,889
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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
Phone
9729953333
Tax Period
2023-01-01 to 2023-12-31

TI RETIREE WELFARE BENEFIT TRUST NO 16, founded in 2000, is a community nonprofit in the Mutual Benefit sector that reported $2.7M in total revenue in fiscal year 2023. Revenue surged 1880% from the prior year, signaling strong growth momentum. Expenses of $3.8M exceeded revenue, resulting in a 38% 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 (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $2,685,488
Investment Income $55,285
Other Revenue $0
TOTAL REVENUE $2,740,773

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $132,907
TOTAL EXPENSES $3,778,442

Year-over-Year Comparison

2023 2022 Change
Revenue $2,740,773 $138,414 +18.8%
Expenses $3,778,442 $32,000 +117.1%
Net Income $-1,037,669 $106,414 -10.8%
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 $2,740,773 $3,778,442 $3,977,889 $-1,037,669
2022 $138,414 $32,000 $4,754,046 $106,414
2021 $165,944 $4,650 $5,336,586 $161,294
2020 $170,081 $4,510 $5,219,266 $165,571
2019 $176,034 $4,379 $4,915,010 $171,655
2018 $274,040 No data $4,531,275 No data
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