Yale University Retiree Health Benefits Coverage Tr
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 51,788,048 | 28,914,322 | 22,873,726 | 143.8 | 0% |
| 2012 | 44,761,895 | 29,622,859 | 15,139,036 | 143.5 | 0% |
| 2013 | 57,907,792 | 35,921,234 | 21,986,558 | 131.5 | 0% |
| 2014 | 35,034,965 | 34,320,953 | 714,012 | 149.4 | 0% |
| 2015 | 64,169,085 | 36,765,443 | 27,403,642 | 148.9 | 0% |
| 2016 | 19,002,818 | 31,825,329 | −12,822,511 | 164.4 | 0% |
| 2017 | 54,173,923 | 37,218,424 | 16,955,499 | 152.6 | 0% |
| 2018 | 31,224,482 | 38,498,649 | −7,274,167 | 155.7 | 0% |
| 2019 | 63,749,001 | 39,092,559 | 24,656,442 | 157.2 | 0% |
| 2020 | 89,617,232 | 39,632,708 | 49,984,524 | 177.8 | 0% |
| 2021 | 96,943,913 | 38,023,841 | 58,920,072 | 253.8 | 0% |
| 2022 | 110,596,145 | 42,096,236 | 68,499,909 | 215.3 | 0% |
| 2023 | 152,225,671 | 47,895,212 | 104,330,459 | 221.4 | 0% |
In its most recent public year (2023), this organization brought in $104,330,459 more than it spent. Its reserves stood at about 221.4 months of spending, up from 143.8 in 2011. Staff pay was 0% of spending. $883,593,614 of its net assets are donor-restricted.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
Yale University Retiree Health Benefits Coverage Tr's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works