Yale University Retiree Health Benefits Coverage Tr
76% goes to programs Strong reserves Growing revenue
Yale University Retiree Health Benefits Coverage Tr is a 501(c)(3) organization based in New Haven, Connecticut, registered in 1997, with $182,814,480 in FY2023 revenue. CharityIndex grades it B, and it directs about 76% of spending to programs.
Po Box 208239, New Haven, CT, 06520 EIN 06-6414276 Since 1997
Revenue (FY2023)
$182.8M
▲ 20.1% vs prior year
Membership median: $185K
Expenses (FY2023)
$55.3M
Net assets
$1.1B
Employees
0
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
B
B+Program efficiency40% of the rating76% to programs
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. For Yale University Retiree Health Benefits Coverage Tr: 76% to programs earns a B+ on this criterion. See the exact thresholds →
B+Financial health25% of the rating232 mo reserves · +70% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Yale University Retiree Health Benefits Coverage Tr: 232 mo reserves · +70% margin earns a B+ on this criterion. See the exact thresholds →
C+Governance25% of the rating3 of 5 checks met
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. For Yale University Retiree Health Benefits Coverage Tr: 3 of 5 checks met earns a C+ on this criterion. See the exact thresholds →
ATransparency10% of the rating4 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Yale University Retiree Health Benefits Coverage Tr: 4 of 5 disclosure signals earns a A on this criterion. See the exact thresholds →
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Mission
To promote and support the objectives, philosophies and best interests of yale university. yale university is a tax exempt entity under irc section 501(c)(3).
Contact & location
- Address
- Po Box 208239, New Haven, CT, 06520
- City
- New Haven
- State
- Connecticut
- Category
- Mutual & Membership Benefit
- Subcategory
- Fraternal Societies
- Phone
- …
- Website
- …
Financial trends
Revenue grew from $35.0M (FY2013) to $182.8M (FY2023) across 11 reported years.
Financial snapshot
Financial health & position (FY2023)
Liabilities $0Net assets $1.1B
Operating margin
69.8%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$1.1B
Total liabilities
$0
Net assets
$1.1B
Salaries & benefits
$0
0% of expenses
Board members
0
0 independent
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $182,814,480▲20.1% | $55,294,688▲15.4% | $1,070,247,917▲21.1% | $1,070,247,917▲21.1% | 990 |
| 2022 | $152,225,671▲37.6% | $47,895,212▲13.8% | $883,593,614▲17.0% | $883,593,614▲17.0% | 990 |
| 2021 | $110,596,145▲14.1% | $42,096,236▲10.7% | $755,296,263▼6.1% | $755,296,263▼6.1% | 990 |
| 2020 | $96,943,913▲8.2% | $38,023,841▼4.1% | $804,358,920▲37.0% | $804,358,920▲37.0% | 990 |
| 2019 | $89,617,232▲40.6% | $39,632,708▲1.4% | $587,123,675▲14.7% | $587,123,675▲14.7% | 990 |
| 2018 | $63,749,001▲104% | $39,092,559▲1.5% | $512,094,081▲2.5% | $512,094,081▲2.5% | 990 |
| 2017 | $31,224,482▼42.4% | $38,498,649▲3.4% | $499,393,784▲5.5% | $499,393,784▲5.5% | 990 |
| 2016 | $54,173,923▲185% | $37,218,424▲16.9% | $473,299,600▲8.6% | $473,299,600▲8.6% | 990 |
| 2015 | $19,002,818▼70.4% | $31,825,329▼13.4% | $435,959,070▼4.4% | $435,959,070▼4.4% | 990 |
| 2014 | $64,169,085▲83.2% | $36,765,443▲7.1% | $456,135,422▲6.8% | $456,135,422▲6.8% | 990 |
| 2013 | $35,034,965 | $34,320,953▼4.5% | $427,255,406▲8.5% | $427,255,406▲8.5% | 990 |
| 2012 | — | $35,921,234▲24.2% | $393,708,990▲13.6% | $393,708,990▲13.6% | 990 |
| 2010 | — | $28,914,322 | $346,489,371 | $346,489,371 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Leadership & compensation (FY2023)
| Name | Title | Hours/week | Compensation |
|---|---|---|---|
| Yale University | Trustee | 5 | — |
Top vendors & contractors (FY2023)
| Contractor | Services | Paid |
|---|---|---|
| Trigran Investments Inc | Investment Management | $275,456 |
| Northern Trust | Custody Service | $246,947 |
| Aon Consulting | Actuarial Services | $192,933 |
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Compare Yale University Retiree Health Benefits Coverage Tr
Frequently asked questions
- Is Yale University Retiree Health Benefits Coverage Tr a legitimate nonprofit?
- Yes. Yale University Retiree Health Benefits Coverage Tr is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 06-6414276, based in New Haven, Connecticut. Donations are tax-deductible.
- What is Yale University Retiree Health Benefits Coverage Tr's EIN?
- Yale University Retiree Health Benefits Coverage Tr's Employer Identification Number (EIN) is 06-6414276.
- How much revenue does Yale University Retiree Health Benefits Coverage Tr report?
- Yale University Retiree Health Benefits Coverage Tr reported $182,814,480 in total revenue on its fiscal year 2023 IRS Form 990 filing.
- How much of Yale University Retiree Health Benefits Coverage Tr's spending goes to programs?
- Yale University Retiree Health Benefits Coverage Tr spends about 76% of its total expenses on programs, based on its latest IRS Form 990.
- What financial grade does Yale University Retiree Health Benefits Coverage Tr have?
- CharityIndex grades Yale University Retiree Health Benefits Coverage Tr B, based on program efficiency and fundraising cost.
- How much does Yale University Retiree Health Benefits Coverage Tr's highest-paid employee make?
- The highest reported compensation on Yale University Retiree Health Benefits Coverage Tr's latest Form 990 is $0, paid to Yale University (Trustee).
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Data for Yale University Retiree Health Benefits Coverage Tr (EIN 06-6414276) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.