YMutual & Membership BenefitEIN: 527073317· Ruling Year: 2000

National Education Association And Affiliate Retiree Health Plan

Washington, District of Columbia

B+Health Score
69B+

Financial Health Score

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

Good

How This Organization Compares

Compared to 22 peers in Mutual & Membership Benefit with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org19.65×
Peer Median10.70×
💰
$21.1M
Total Revenue
📊
$12.6M
Total Expenses
🏦
$248.5M
Net Assets
📋
$208K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+13.9%
Year-over-year change (2022 → 2023)
Net Margin
+40.1%
Revenue minus expenses as % of revenue
Working Capital Ratio
19.65
Net assets divided by total expenses
Liabilities-to-Assets
0.1%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$21,112,63914%$12,645,64714%$248,670,36114%
2022$18,543,17337%$11,073,62717%$218,679,84216%
2021$29,630,51225%$9,468,4333%$261,867,91015%
2020$23,680,1381%$9,760,3859%$227,835,40217%
2019$23,375,38224%$8,950,27213%$195,528,50527%
2018$30,920,36775%$10,346,20921%$154,275,1951%
2017$17,701,05213%$8,568,1801%$156,213,13620%
2016$15,622,39922%$8,652,58414%$129,716,75910%
2015$20,051,42319%$7,590,4352%$117,656,1517%
2014$24,604,28528%$7,468,7105%$109,523,11224%
2013$19,161,86762%$7,100,6951%$88,285,59832%
2012$11,817,9411%$7,019,69521%$66,888,42420%
2011$11,691,335$5,780,655$55,960,668

Frequently Asked Questions

What does National Education Association And Affiliate Retiree Health Plan do?

National Education Association And Affiliate Retiree Health Plan is a mutual & membership benefit nonprofit organization based in District of Columbia. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.

Is National Education Association And Affiliate Retiree Health Plan financially healthy?

Based on our 9-metric Financial Health Score model, National Education Association And Affiliate Retiree Health Plan has a score of 69/100 (Grade: B+). 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 National Education Association And Affiliate Retiree Health Plan generate?

National Education Association And Affiliate Retiree Health Plan reports $16.3M in annual revenue and holds $263.7M in total assets, based on IRS filings.

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