nonprofit · EIN 06-6414276 · CT
How much does Yale University Retiree Health Benefits Coverage Trust raise and spend?
Yale University Retiree Health Benefits Coverage Trust (CT, EIN 06-6414276) reported $152.2M in revenue and $47.9M in expenses for tax year 2023, with $883.6M in net assets (221.4 months of reserves). By expenses that ranks 8,123 of 539,974 e-filers, 169 of 4,852 in NTEE Y: Mutual & Membership Benefit, 106 of 7,332 nonprofits in connecticut.
What stands out
Yale University Retiree Health Benefits Coverage Trust (CT, EIN 06-6414276) reported $152.2M in revenue and $47.9M in expenses for tax year 2023, with $883.6M in net assets (221.4 months of reserves). By expenses that ranks 8,123 of 539,974 e-filers, 169 of 4,852 in NTEE Y: Mutual & Membership Benefit, 106 of 7,332 nonprofits in connecticut. Against NTEE Y: Mutual & Membership Benefit: months of reserves 221.4 months, above the peer median of 32.8 months; contributions share of revenue 0.0%, at the peer median of 0.0%; surplus margin 68.5%, above the peer median of 7.5%.
Key figures, tax year 2023
As filed on Form 990; ratios computed by FACTANKER. Peer medians are percentile_cont over the group in the same year. Every filed line links to its record on the entity page.
| Measure | 2023 | Median, activity | Median, size | Median, all |
|---|---|---|---|---|
| Total revenue | $152.2M | $175.7k | $21.6M | $194.7k |
| Total expenses | $47.9M | $144.9k | $20.9M | $178.5k |
| Total assets | $883.6M | $1.5M | $29.9M | $775.3k |
| Net assets | $883.6M | $1.3M | $17.0M | $622.5k |
| Program service revenue share | 69.5% | 62.1% | 74.7% | 13.8% |
| Contributions share of revenue | 0.0% | 0.0% | 13.8% | 57.5% |
| Months of reserves | 221.4 months | 32.8 months | 9.0 months | 12.6 months |
| Surplus margin | 68.5% | 7.5% | 1.8% | 3.9% |
Year by year
6 filings on record.
| Tax year | Revenue | Expenses | Net assets | Reserves | Officer comp. | Rank |
|---|---|---|---|---|---|---|
| 2023 | $152.2M | $47.9M | $883.6M | 221.4 months | — | 8,123 |
| 2022 | $110.6M | $42.1M | $755.3M | 215.3 months | — | 8,248 |
| 2021 | $96.9M | $38.0M | $804.4M | 253.8 months | — | 5,836 |
| 2020 | $89.6M | $39.6M | $587.1M | 177.8 months | — | 7,855 |
| 2019 | $63.7M | $39.1M | $512.1M | 157.2 months | — | 7,596 |
| 2018 | $31.2M | $38.5M | $499.4M | 155.7 months | — | 7,021 |
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