Y โ€” Mutual & Membership BenefitEIN: 276606705ยท Ruling Year: 2014

Washington And Lee University Retiree Health Plan

Charlotte, North Carolina

BHealth Score
60B

Financial Health Score

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

Above Average

๐Ÿ’ฐ
$208K
Total Revenue
๐Ÿ“Š
$33K
Total Expenses
๐Ÿฆ
$2.0M
Net Assets
๐Ÿ“‹
N/A
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-8.7%
Year-over-year change (2022 โ†’ 2023)
Net Margin
+84.2%
Revenue minus expenses as % of revenue

Filing History

11 filings on record
YearRevenueExpensesAssets
2023$207,504โ†“9%$32,707โ†“13%$1,952,882โ†‘23%
2022$227,168โ†“16%$37,661โ†‘52%$1,587,923โ†“8%
2021$271,796โ†‘34%$24,832โ†‘71%$1,719,305โ†‘18%
2020$202,129โ†‘30%$14,529โ†“8%$1,452,954โ†‘25%
2019$155,240โ†“4%$15,777โ†“35%$1,165,082โ†‘30%
2018$161,052โ†‘23%$24,279โ†‘151%$895,716โ†‘3%
2017$131,144โ†‘4%$9,672โ†“51%$873,545โ†‘29%
2016$126,458โ†‘55%$19,587โ†‘16%$676,606โ†‘21%
2015$81,493โ†“2%$16,897โ†“51%$559,506โ†‘6%
2014$83,344โ†“57%$34,347โ†“48%$527,500โ†‘8%
2013$194,990$65,843$488,950

Frequently Asked Questions

What does Washington And Lee University Retiree Health Plan do?โ–ผ

Washington And Lee University Retiree Health Plan is a mutual & membership benefit nonprofit organization based in North Carolina. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Washington And Lee University Retiree Health Plan financially healthy?โ–ผ

Financial health scoring requires Form 990 filing data. Check back as we process more filings for Washington And Lee University Retiree Health Plan.

How much revenue does Washington And Lee University Retiree Health Plan generate?โ–ผ

Washington And Lee University Retiree Health Plan reports $264K in annual revenue and holds $2.3M in total assets, based on IRS filings.

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Washington And Lee University Retiree Health Plan โ€” Charlotte, NC | GiveScope