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Tiaa Retirement Healthcare Savings Plan Trust

  • New York, NY
  • Tax-exempt since Oct. 2010
  • EIN: 27-2074913

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Category: Mutual/Membership Benefit Organizations, Other / Voluntary Employees Beneficiary Associations (Non-Government) (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$18.2M (2023)

Expenses
$2.47M (2023)

Total Assets
$156M (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2010 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$18,216,586
Expenses
$2,468,134
Net Income
$15,748,452
Net Assets
$155,553,233
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $14,753,974
81.0%
Investment Income $3,973,447
21.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$510,835
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $155,553,233
Total Liabilities $0
Net Assets $155,553,233
Compensation
Key Employees and Officers Compensation Related Other
Tiaa Trust N A (Trustee) $1,500 $0 $0

Document Links

990
Filed on Oct. 28, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$20,334,646
Expenses
$2,143,491
Net Income
$18,191,155
Net Assets
$121,124,702
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $13,468,743
66.2%
Investment Income $7,644,965
37.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$779,062
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $121,124,702
Total Liabilities $0
Net Assets $121,124,702
Compensation
Key Employees and Officers Compensation Related Other
Tiaa Trust N A (Trustee) $1,500 $0 $0

Document Links

990
Filed on Nov. 13, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$24,047,589
Expenses
$2,471,131
Net Income
$21,576,458
Net Assets
$130,958,599
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,389,478
47.4%
Investment Income $11,270,520
46.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,387,591
5.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $130,958,599
Total Liabilities $0
Net Assets $130,958,599
Compensation
Key Employees and Officers Compensation Related Other
Tiaa Fsb (Trustee) $1,500 $0 $0

Document Links

990
Filed on Nov. 14, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$20,005,088
Expenses
$1,395,754
Net Income
$18,609,334
Net Assets
$107,226,982
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $12,256,393
61.3%
Investment Income $6,812,805
34.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $935,890
4.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $107,226,982
Total Liabilities $0
Net Assets $107,226,982
Compensation
Key Employees and Officers Compensation Related Other
Tiaa Fsb (Trustee) $1,500 $0 $0

Document Links

990
Filed on Nov. 5, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$18,487,359
Expenses
$1,051,814
Net Income
$17,435,545
Net Assets
$82,366,152
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $12,420,890
67.2%
Investment Income $3,766,356
20.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,300,113
12.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $82,366,152
Total Liabilities $0
Net Assets $82,366,152
Compensation
Key Employees and Officers Compensation Related Other
Tiaa Fsb (Trustee) $1,500 $0 $0

Document Links

990
Filed on Oct. 27, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$15,537,752
Expenses
$748,143
Net Income
$14,789,609
Net Assets
$57,310,524
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,259,265
72.5%
Investment Income $4,020,267
25.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $258,220
1.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $57,310,524
Total Liabilities $0
Net Assets $57,310,524
Compensation
Key Employees and Officers Compensation Related Other
Tiaa Fsb (Trustee) $1,500 $0 $0

Document Links

990
Filed on Nov. 6, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,145,955
Expenses
$563,370
Net Income
$11,582,585
Net Assets
$51,327,491
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,407,412
77.5%
Investment Income $2,488,801
20.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $249,742
2.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $51,327,491
Total Liabilities $0
Net Assets $51,327,491
Compensation
Key Employees and Officers Compensation Related Other
Tiaa Cref Trust Company Fsb (Trustee) $1,500 $0 $0

Document Links

990
Filed on Nov. 15, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,239,236
Expenses
$470,765
Net Income
$8,768,471
Net Assets
$35,181,624
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,550,435
81.7%
Investment Income $1,750,391
18.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$61,590
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $35,181,624
Total Liabilities $0
Net Assets $35,181,624
Compensation
Key Employees and Officers Compensation Related Other
Tiaa Cref Trust Company Fsb (Trustee) $2,500 $0 $0

Document Links

990
Filed on Nov. 14, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,546,049
Expenses
$217,035
Net Income
$8,329,014
Net Assets
$25,812,211
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,774,881
79.3%
Investment Income $1,731,441
20.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $39,727
0.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $25,812,211
Total Liabilities $0
Net Assets $25,812,211
Compensation
Key Employees and Officers Compensation Related Other
Tiaa Cref Trust Company Fsb (Trustee) $0 $0 $0

Document Links

990
Filed on Sept. 20, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,754,976
Expenses
$144,209
Net Income
$6,610,767
Net Assets
$19,377,571
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,367,133
79.5%
Investment Income $1,246,544
18.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $141,299
2.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $19,518,668
Total Liabilities $141,097
Net Assets $19,377,571
Compensation
Key Employees and Officers Compensation Related Other
Tiaa Cref Trust Company Fsb (Trustee) $0 $0 $0

Document Links

990
Filed on Oct. 28, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,046,134
Expenses
$58,404
Net Income
$4,987,730
Net Assets
$13,337,667
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,146,441
82.2%
Investment Income $808,709
16.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $90,984
1.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $13,337,667
Total Liabilities $0
Net Assets $13,337,667
Compensation
Key Employees and Officers Compensation Related Other
Tiaa Cref Trust Company Fsb (Trustee) $0 $0 $0

Document Links

990
Filed on Oct. 24, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,216,429
Expenses
$35,285
Net Income
$4,181,144
Net Assets
$7,392,385
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,880,300
92.0%
Investment Income $319,521
7.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $16,608
0.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $7,392,385
Total Liabilities $0
Net Assets $7,392,385

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,654,948
Expenses
$5,358
Net Income
$1,649,590
Net Assets
$2,893,884
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,720,953
> 100%
Program Services $0
Investment Income -$66,005
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,893,884
Total Liabilities $0
Net Assets $2,893,884

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 3) PDF (3 of 3)

Fiscal Year Ending Dec.
2010

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$778,350
Expenses
$0
Net Income
$778,350
Net Assets
$1,246,911
Notable Sources of Revenue Percent of Total Revenue
Contributions $653,277
83.9%
Program Services $0
Investment Income $125,073
16.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,246,911
Total Liabilities $0
Net Assets $1,246,911

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated