Y โ€” Mutual & Membership BenefitEIN: 476685299ยท Ruling Year: 2016

Kaiser Found Health Plan Inc Retiree Health & Welfare Plan Tr

Heritage Dr N Qu, Massachusetts

A-Health Score
80A-

Financial Health Score

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

Very Good

๐Ÿ’ฐ
$202.6M
Total Revenue
๐Ÿ“Š
$199.0M
Total Expenses
๐Ÿฆ
$5.3B
Net Assets
๐Ÿ“‹
$30.1M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+573.3%
Year-over-year change (2022 โ†’ 2023)
Net Margin
+1.8%
Revenue minus expenses as % of revenue
Working Capital Ratio
26.82
Net assets divided by total expenses
Liabilities-to-Assets
0.6%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$202,609,841โ†‘573%$198,980,613โ†‘814%$5,365,913,783โ†‘9%
2022$30,093,272โ†“85%$21,776,346โ†“3%$4,935,690,823โ†“21%
2021$206,309,367โ†“61%$22,418,466โ†‘35%$6,263,155,647โ†‘10%
2020$528,055,920โ†‘170%$16,556,865โ†“58%$5,679,273,121โ†‘6%
2019$195,443,970โ†“19%$38,973,501โ†‘79%$5,347,159,223โ†‘24%
2018$240,225,369โ†“78%$21,749,910โ†‘239%$4,325,784,332โ†“3%
2017$1,088,003,508โ†“33%$6,416,540โ†‘34%$4,482,669,915โ†‘45%
2016$1,612,152,574โ†‘61%$4,803,024โ†‘806%$3,094,940,317โ†‘127%
2015$1,000,085,939โ†‘150%$529,956$1,365,144,576โ†‘241%
2014$400,000,000$0$400,000,000

Frequently Asked Questions

What does Kaiser Found Health Plan Inc Retiree Health & Welfare Plan Tr do?โ–ผ

Kaiser Found Health Plan Inc Retiree Health & Welfare Plan Tr is a mutual & membership benefit nonprofit organization based in Massachusetts. It is classified under NTEE code Y20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Kaiser Found Health Plan Inc Retiree Health & Welfare Plan Tr financially healthy?โ–ผ

Based on our 9-metric Financial Health Score model, Kaiser Found Health Plan Inc Retiree Health & Welfare Plan Tr has a score of 80/100 (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 Kaiser Found Health Plan Inc Retiree Health & Welfare Plan Tr generate?โ–ผ

Kaiser Found Health Plan Inc Retiree Health & Welfare Plan Tr reports -$101.8M in annual revenue and holds $5.4B in total assets, based on IRS filings.

Similar Organizations

Explore more organizations in the Mutual & Membership Benefit category, or browse all nonprofits in Massachusetts.

Kaiser Found Health Plan Inc Retiree Health & Welfare Plan Tr โ€” Heritage Dr N Qu, MA | GiveScope