Yale University Retiree Health Benefits Coverage TR

New Haven, Connecticut

A-Health Score
82A-

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Very Good

How This Organization Compares

Compared to 75 peers in Mutual & Membership Benefit with $100M-$1B revenue

💰
$152.2M
Total Revenue
📊
$47.9M
Total Expenses
🏦
$883.6M
Net Assets
📋
N/A
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+37.6%
Year-over-year change (2022 → 2023)
Net Margin
+68.5%
Revenue minus expenses as % of revenue

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$152,225,67138%$47,895,21214%$883,593,61417%
2022$110,596,14514%$42,096,23611%$755,296,2636%
2021$96,943,9138%$38,023,8414%$804,358,92037%
2020$89,617,23241%$39,632,7081%$587,123,67515%
2019$63,749,001104%$39,092,5592%$512,094,0813%
2018$31,224,48242%$38,498,6493%$499,393,7846%
2017$54,173,923185%$37,218,42417%$473,299,6009%
2016$19,002,81870%$31,825,32913%$435,959,0704%
2015$64,169,08583%$36,765,4437%$456,135,4227%
2014$35,034,96539%$34,320,9534%$427,255,4069%
2013$57,907,79229%$35,921,23421%$393,708,99011%
2012$44,761,89514%$29,622,8592%$354,292,5642%
2011$51,788,048$28,914,322$346,489,371

Frequently Asked Questions

What does Yale University Retiree Health Benefits Coverage TR do?

Yale University Retiree Health Benefits Coverage TR is a mutual & membership benefit nonprofit organization based in Connecticut. It is classified under NTEE code Y430 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Yale University Retiree Health Benefits Coverage TR financially healthy?

Based on our 9-metric Financial Health Score model, Yale University Retiree Health Benefits Coverage TR has a score of 82/100 (Grade: A-). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Yale University Retiree Health Benefits Coverage TR generate?

Yale University Retiree Health Benefits Coverage TR reports $182.8M in annual revenue and holds $1.1B in total assets, based on IRS filings.

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