Ti Retiree Segregated Trust Account For Key Employees

Ti Retiree Segregated Trust consistently manages employee benefits with stable finances and no reported officer compensation.

EIN: 201929303 · Dallas, TX · NTEE: Y43 · Updated: 2026-03-28

$1.7MRevenue
$82KAssets
85/100Mission Score (Excellent)
Y43
Ti Retiree Segregated Trust Account For Key Employees Financial Summary
MetricValue
Total Revenue$1.7M
Total Expenses$1.0M
Program Spending100%
Net Assets$81K
Transparency Score85/100

Is Ti Retiree Segregated Trust Account For Key Employees Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
2 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Ti Retiree Segregated Trust Account For Key Employees directs 100% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Ti Retiree Segregated Trust Account For Key Employees

Ti Retiree Segregated Trust Account For Key Employees (EIN: 201929303) is a nonprofit organization based in Dallas, TX, classified under NTEE code Y43. The organization reported total revenue of $1.7M and total assets of $82K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Ti Retiree Segregated Trust Account For Key Employees's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

21Years Operating
Mid-SizeSize Classification
13Years of Filings
MixedRevenue Trajectory

Ti Retiree Segregated Trust Account For Key Employees is a mid-size nonprofit that has been operating for 21 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 108.1%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$1.1M
Total Expenses$1.0M
Surplus / Deficit+$14K
Total Assets$81K
Net Assets$81K
Operating Margin1.3%
Months of Reserves0.9 months

Financial Health Grade: A

In 2023, Ti Retiree Segregated Trust Account For Key Employees reported a surplus of $14K with revenue exceeding expenses, holds 0.9 months of operating reserves (limited).

Financial Trends

Over 13 years of filings (2011–2023), Ti Retiree Segregated Trust Account For Key Employees's revenue has grown at a compound annual growth rate (CAGR) of 108.1%.

YearRevenue ChangeExpense ChangeAsset Change
2023-8.8%-10.1%+21.5%
2022+26.7%+11.7%-0.9%
2021-31.7%-21.6%-64.8%
2020-5.0%+5.6%+9.8%
2019+42.2%+18.8%+848.4%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2005

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

Ti Retiree Segregated Trust Account For Key Employees appears to be a trust or similar entity rather than a traditional public charity, given its NTEE code Y43 (Employee or Membership Benefit Trust) and the nature of its financial activities. Its financial health shows consistent operations with revenues generally exceeding or closely matching expenses over the past decade. For example, in 2023, revenue was $1,054,666 against expenses of $1,040,437, indicating a slight surplus. Assets have fluctuated but generally remained positive, reaching $80,538 in 2023, though they were significantly higher in 2020 ($189,943). The organization consistently reports zero liabilities and zero officer compensation, which simplifies its financial structure and suggests a focus on its primary purpose without significant administrative overhead related to executive pay. Spending efficiency is difficult to assess in the traditional sense for a trust of this nature, as its 'programs' are likely the distribution of benefits to key employees. Without a detailed breakdown of expenses beyond what's typically available in a summary 990, it's challenging to categorize spending into program, administrative, and fundraising components. However, the absence of officer compensation and liabilities suggests a lean operational model. Transparency is generally good through its consistent 990 filings, which are publicly available, showing a clear history of financial activity. The consistent reporting of zero liabilities and officer compensation enhances its perceived transparency regarding financial obligations and executive remuneration.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Ti Retiree Segregated Trust Account For Key Employees with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

According to IRS 990 filings, Ti Retiree Segregated Trust Account For Key Employees allocates its expenses as follows: admin: 0%, programs: 100%, fundraising: 0%. With 100% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$1.1MTotal Revenue
$1.0MTotal Expenses
$81KTotal Assets
$81KNet Assets

Executive Compensation Analysis

The organization consistently reports 0% officer compensation across all available filings, indicating that no salaries or benefits are paid to officers, which is highly unusual for a typical nonprofit but consistent with a trust structure.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Ti Retiree Segregated Trust Account For Key Employees's IRS 990 filings:

Strengths

The following positive indicators were identified for Ti Retiree Segregated Trust Account For Key Employees:

Frequently Asked Questions about Ti Retiree Segregated Trust Account For Key Employees

Is Ti Retiree Segregated Trust Account For Key Employees a legitimate charity?

Ti Retiree Segregated Trust Account For Key Employees (EIN: 201929303) is a registered tax-exempt nonprofit based in Texas. Our AI analysis gives it a Mission Score of 85/100. It has 13 years of IRS 990 filings on record. Total revenue: $1.7M. 2 red flags identified. 4 strengths noted. Financial health grade: A.

How does Ti Retiree Segregated Trust Account For Key Employees spend its money?

Ti Retiree Segregated Trust Account For Key Employees directs 100% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Ti Retiree Segregated Trust Account For Key Employees tax-deductible?

Ti Retiree Segregated Trust Account For Key Employees is registered as a tax-exempt nonprofit (EIN: 201929303). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How does Ti Retiree Segregated Trust Account For Key Employees compare to similar nonprofits?

With a transparency score of 85/100 (Excellent), Ti Retiree Segregated Trust Account For Key Employees is above average for NTEE category Y43 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Ti Retiree Segregated Trust Account For Key Employees located?

Ti Retiree Segregated Trust Account For Key Employees is headquartered in Dallas, Texas and files with the IRS under EIN 201929303. It is classified under NTEE code Y43.

How many years of IRS 990 filings does Ti Retiree Segregated Trust Account For Key Employees have?

Ti Retiree Segregated Trust Account For Key Employees has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $1.7M in total revenue.

What is the specific purpose of the 'Ti Retiree Segregated Trust Account For Key Employees'?

Based on its NTEE code Y43 (Employee or Membership Benefit Trust) and name, the trust's purpose is likely to hold and distribute funds for the benefit of key employees upon their retirement, rather than engaging in public charitable activities.

How does the organization manage its assets, given the fluctuations?

Assets have varied significantly, from negative values in 2014 and 2015 to a high of $189,943 in 2020, and $80,538 in 2023. This fluctuation suggests that asset levels are directly tied to contributions and distributions related to the trust's beneficiaries, rather than growth through investment or fundraising.

Why is there no officer compensation reported?

The consistent reporting of 0% officer compensation suggests that the trust may be managed by an external trustee or administrator whose fees are categorized differently, or that the individuals overseeing the trust are not compensated directly through this entity, which is common for certain trust structures.

Filing History

IRS 990 filing history for Ti Retiree Segregated Trust Account For Key Employees showing financial trends over 13 years of public records:

Over 13 years of IRS 990 filings (2011–2023), Ti Retiree Segregated Trust Account For Key Employees's revenue has grown by 659066.3%, moving from $160 to $1.1M. Total assets decreased by 89.8% over the same period, from $790K to $81K. Total functional expenses rose by 12245%, from $8K to $1.0M. In its most recent filing year (2023), Ti Retiree Segregated Trust Account For Key Employees reported a surplus of $14K, with revenue exceeding expenses.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $1.1M $1.0M $81K $0
2022 $1.2M $1.2M $66K $0 View 990
2021 $913K $1.0M $67K $0 View 990
2020 $1.3M $1.3M $190K $0 View 990
2019 $1.4M $1.3M $173K $0 View 990
2018 $989K $1.1M $18K $0 View 990
2017 $1.7M $1.6M $83K $0 View 990
2016 $937K $907K $22K $0 View 990
2015 $1.5M $1.5M $-7,760 $0 View 990
2014 $19 $275K $-1,172 $0 View 990
2013 $29 $9K $273K $0 View 990
2012 $75 $509K $282K $0 View 990
2011 $160 $8K $790K $0 View 990

Year-by-Year Financial Summary

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Ti Retiree Segregated Trust Account For Key Employees:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2018 Filing 2017 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Ti Retiree Segregated Trust Account For Key Employees is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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