HOWARD HUGHES MEDICAL INSTITUTE RETIREE WELFARE BENEFIT PLAN TRUST

EIN: 836900635 Mutual Benefit

Chevy Chase, MD

Total Revenue
$11,227,644
Total Expenses
$9,967,657
Total Assets
$41,221,436
Net Assets
$41,012,215
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2019
Legal Domicile
DE
Phone
3012158500
Tax Period
2023-01-01 to 2023-12-31

HOWARD HUGHES MEDICAL INSTITUTE RETIREE WELFARE BENEFIT PLAN TRUST, founded in 2019, is a mid-sized nonprofit in the Mutual Benefit sector that reported $11.2M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $10.0M left a modest 11% surplus.

Mission

THE HOWARD HUGHES MEDICAL INSTITUTE RETIREE WELFARE BENEFIT PLAN TRUST WAS ESTABLISHED TO PROVIDE RETIREE WELFARE BENEFITS INCLUDING MEDICAL, PRESCRIPTION DRUG, DENTAL AND VISION COVERAGE TO ELIGIBLE RETIREES OF HHMI AND THEIR ELIGIBLE DEPENDENTS.

Program Service Accomplishments

Program 1

ACCOMPLISHMENT OF THE TRUST'S PRIMARY EXEMPT PURPOSE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $8,037,276
Investment Income $1,913,892
Other Revenue $1,276,476
TOTAL REVENUE $11,227,644

Expense Breakdown

Grants Paid $0
Salaries & Benefits $49,132
Fundraising Expenses $0
Program Expenses $0
Other Expenses $358,220
TOTAL EXPENSES $9,967,657

Year-over-Year Comparison

2023 2022 Change
Revenue $11,227,644 $9,614,035 +0.2%
Expenses $9,967,657 $9,298,480 +0.1%
Net Income $1,259,987 $315,555 +3.0%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
1
Independent Members
N/A
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE 2.0
$49,132 $0 $49,132
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $11,227,644 $9,967,657 $41,221,436 $1,259,987
2022 $9,614,035 $9,298,480 $39,245,032 $315,555
2021 $43,854,397 $8,188,498 $39,043,078 $35,665,899
2020 $7,622,698 $5,555,507 $3,191,423 $2,067,191
2019 $1,012,432 $887 $1,011,545 $1,011,545
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