Civic Intelligence

Health Benefits Holdings Inc

EIN 06-1559155 • 501(c)2 • New Haven, CT

Profile

Hold title to property, collect the income therefrom and turn over the entire amount thereof, less expenses, to Yale University Retiree Health Benefits Coverage Trust, a qualified trust exempt under IRC Section 501(c)(3).

C/O Yale U Tax Dept PO Box 208239New Haven, CT 06520-8239

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2022

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

501(c)2 • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $1 (-100%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Flat

$0

Flat from 2021

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2021

Expenses

Flat

$0

Flat from 2021

Net Income

Flat

$0

Flat from 2021

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2010: $2,522,145Liabilities 2010: $4,276Net Assets 2010: $2,517,8692010Assets 2011: $2,397,267Liabilities 2011: $0Net Assets 2011: $2,397,2672011Assets 2012: $2,141,318Liabilities 2012: $0Net Assets 2012: $2,141,3182012Assets 2013: $1,827,454Liabilities 2013: $0Net Assets 2013: $1,827,4542013Assets 2014: $971,799Liabilities 2014: $0Net Assets 2014: $971,7992014Assets 2015: $783,686Liabilities 2015: $0Net Assets 2015: $783,6862015Assets 2016: $575,646Liabilities 2016: $0Net Assets 2016: $575,6462016Assets 2017: $492,100Liabilities 2017: $0Net Assets 2017: $492,1002017Assets 2018: $154,505Liabilities 2018: $0Net Assets 2018: $154,5052018Assets 2019: $62,606Liabilities 2019: $0Net Assets 2019: $62,6062019Assets 2020: $1Liabilities 2020: $0Net Assets 2020: $02020Assets 2021: $1Liabilities 2021: $0Net Assets 2021: $02021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2010: $869,776Expenses 2010: $0Net Income 2010: $869,7762010Revenue 2011: $916,971Expenses 2011: $0Net Income 2011: $916,9712011Revenue 2012: $1,142,831Expenses 2012: $0Net Income 2012: $1,142,8312012Revenue 2013: $1,878,037Expenses 2013: $0Net Income 2013: $1,878,0372013Revenue 2014: $4,147,724Expenses 2014: $0Net Income 2014: $4,147,7242014Revenue 2015: $21,375Expenses 2015: $0Net Income 2015: $21,3752015Revenue 2016: -$10,239Expenses 2016: $0Net Income 2016: -$10,2392016Revenue 2017: $29,505Expenses 2017: $0Net Income 2017: $29,5052017Revenue 2018: $91,517Expenses 2018: $0Net Income 2018: $91,5172018Revenue 2019: $6,763Expenses 2019: $0Net Income 2019: $6,7632019Revenue 2020: -$1,014Expenses 2020: $0Net Income 2020: -$1,0142020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022

Highlighted filing

2022

Revenue$0
Expenses$0
Net Income$0
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
$0
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.01$0.00$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.15$0.00$0.15$0.09$0.00$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.49$0.00$0.49$0.03$0.00$0.03
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.00$0.58$0.01$0.00$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.02$0.00$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$4.15$0.00$4.15
2013Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$1.88$0.00$1.88
2012Summary only. Only limited summary data is available for this year.$2.14$0.00$2.14$1.14$0.00$1.14
2011Summary only. Only limited summary data is available for this year.$2.40$0.00$2.40$0.92$0.00$0.92
2010Summary only. Only limited summary data is available for this year.$2.52$0.00$2.52$0.87$0.00$0.87
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$0
Mission and Program Overview

Mission

Hold title to property, collect the income therefrom and turn over the entire amount thereof, less expenses, to yale university retiree health benefits coverage trust, a qualified trust exempt under irc section 501(c)(3).

Program Services

DescriptionGrantsExpenses
NONE$0$0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephen C MurphySecretary & Director-$0--
Alexander C BankerVP & Treasurer & Director-$0--
Matthew ST MendelsohnPresident & Director-$0--
Filing and Contact Details

Filer

Filer Name
Health Benefits Holdings Inc
EIN
06-1559155
Phone
2034325530
Address
C/O Yale U Tax Dept PO Box 208239, New Haven, CT 06520-8239

Signing Officer

Name
Stephen C Murphy
Title
Secretary & Director
Signed
2023-11-15
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part III, Exempt Purpose PRIMARY EXEMPT PURPOSE

“Hold title to property, collect the income therefrom and turn over the entire amount thereof, less expenses, to Yale University Retiree Health Benefits Coverage Trust, a qualified trust exempt under IRC Section 501(c)(3).”

Raw XML Appendix104 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Yale University Tax Department
IRS990EZ/BooksInCareOfDetail/PhoneNum02034325530
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 208239
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0New Haven
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0065208239
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt00
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt00
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt00
IRS990EZ/NetAssetsOrFundBalancesEOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Stephen C Murphy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Alexander C Banker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Matthew ST Mendelsohn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary & Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP & Treasurer & Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President & Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt00
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Hold title to property, collect the income therefrom and turn over the entire amount thereof, less expenses, to Yale University Retiree Health Benefits Coverage Trust, a qualified trust exempt under IRC Section 501(c)(3).
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NONE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt00
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Hold title to property, collect the income therefrom and turn over the entire amount thereof, less expenses, to Yale University Retiree Health Benefits Coverage Trust, a qualified trust exempt under IRC Section 501(c)(3).
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part III, Exempt Purpose PRIMARY EXEMPT PURPOSE
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Stephen C Murphy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary & Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Health Benefits Holdings Inc
ReturnHeader/Filer/BusinessNameControlTxt0HEAL
ReturnHeader/Filer/EIN0061559155
ReturnHeader/Filer/PhoneNum02034325530
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O Yale U Tax Dept PO Box 208239
ReturnHeader/Filer/USAddress/CityNm0New Haven
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd0065208239
ReturnHeader/ReturnTs02023-11-15T10:26:58+00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Stephen
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0C Murphy
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)2 • <$500k nonprofits