University Of Chicago Retiree Medical Tr

Chicago, IL
Tax-exempt since Aug. 1997
EIN: 36-3999692

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Mutual/Membership Benefit Organizations, Other / Insurance Providers, Services (NTEE)

Donations to this organization are tax deductible.

Revenue

$1.52M (2023)

Expenses

$0 (2023)

Total Assets

$108M (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 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 June
2023

Revenue

$1,522,655

Expenses

Net Income

$1,522,655

Net Assets

$107,806,112

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$1,447,609	95.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$75,046	4.9%
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	$107,806,112
Total Liabilities	$0
Net Assets	$107,806,112

Compensation

Key Employees and Officers	Compensation	Related	Other
University Of Chicago (Institutional Trustee)	$0	$0	$0

990

Filed on May 13, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2022

Revenue

$3,829,374

Expenses

$7,985

Net Income

$3,821,389

Net Assets

$98,808,264

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$1,137,348	29.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$2,692,026	70.3%
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	$98,808,264
Total Liabilities	$0
Net Assets	$98,808,264

Compensation

Key Employees and Officers	Compensation	Related	Other
University Of Chicago (Institutional Trustee)	$0	$0	$0

990

Filed on May 12, 2023

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

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2021

Revenue

$4,171,517

Expenses

Net Income

$4,171,517

Net Assets

$111,976,713

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$1,140,270	27.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$3,031,247	72.7%
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	$111,976,713
Total Liabilities	$0
Net Assets	$111,976,713

Compensation

Key Employees and Officers	Compensation	Related	Other
University Of Chicago (Institutional Trustee)	$0	$0	$0

990

Filed on May 12, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2020

Revenue

$3,781,287

Expenses

$1,640

Net Income

$3,779,647

Net Assets

$93,541,115

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,182,451	31.3%
Investment Income	$1,307,925	34.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$1,290,911	34.1%
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	$93,541,115
Total Liabilities	$0
Net Assets	$93,541,115

Compensation

Key Employees and Officers	Compensation	Related	Other
University Of Chicago (Institutional Trustee)	$0	$0	$0

990

Filed on May 12, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2019

Revenue

$15,184,286

Expenses

$2,419

Net Income

$15,181,867

Net Assets

$83,629,873

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$13,904,858	91.6%
Investment Income	$1,231,727	8.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$47,701	0.3%
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	$83,629,873
Total Liabilities	$0
Net Assets	$83,629,873

990

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

PDF

Fiscal Year Ending June
2018

Revenue

$13,881,494

Expenses

$2,810

Net Income

$13,878,684

Net Assets

$62,136,289

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$12,663,044	91.2%
Investment Income	$788,336	5.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$430,114	3.1%
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	$62,136,289
Total Liabilities	$0
Net Assets	$62,136,289

990

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

PDF

Fiscal Year Ending June
2017

Revenue

$6,476,580

Expenses

$2,030

Net Income

$6,474,550

Net Assets

$45,995,424

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$5,506,539	85.0%
Investment Income	$542,386	8.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$427,655	6.6%
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	$45,995,424
Total Liabilities	$0
Net Assets	$45,995,424

990

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

PDF

Fiscal Year Ending June
2016

Revenue

$5,186,245

Expenses

$1,672

Net Income

$5,184,573

Net Assets

$37,019,428

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$4,652,884	89.7%
Investment Income	$478,276	9.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$55,085	1.1%
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	$37,019,428
Total Liabilities	$0
Net Assets	$37,019,428

990

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

PDF

Fiscal Year Ending June
2015

Revenue

$8,505,244

Expenses

$1,366

Net Income

$8,503,878

Net Assets

$30,535,647

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$7,954,624	93.5%
Investment Income	$405,072	4.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$145,548	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	$30,535,647
Total Liabilities	$0
Net Assets	$30,535,647

990

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

PDF

Fiscal Year Ending June
2014

Revenue

$14,405,354

Expenses

$639

Net Income

$14,404,715

Net Assets

$21,089,274

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$14,000,000	97.2%
Investment Income	$270,707	1.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$134,647	0.9%
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	$21,089,274
Total Liabilities	$0
Net Assets	$21,089,274

990

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

PDF

Fiscal Year Ending June
2013

Revenue

$5,000,462

Expenses

Net Income

$5,000,462

Net Assets

$5,001,486

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$5,000,000	100.0%
Investment Income	$462	0.0%
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	$5,001,486
Total Liabilities	$0
Net Assets	$5,001,486

990

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

PDF

Fiscal Year Ending June
2012

Revenue

$103,297

Expenses

$4,121,190

Net Income

-$4,017,893

Net Assets

$1,024

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	-$441,273
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$544,570	> 100%
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	$1,024
Total Liabilities	$0
Net Assets	$1,024

990

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

PDF

Fiscal Year Ending June
2011

Revenue

$4,652,700

Expenses

$5,858,214

Net Income

-$1,205,514

Net Assets

$4,018,917

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$3,977,899	85.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$674,801	14.5%
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	$5,231,432
Total Liabilities	$1,212,515
Net Assets	$4,018,917

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

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University Of Chicago Retiree Medical Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.52M (2023)

Expenses $0 (2023)

Total Assets $108M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending June 2019

Extracted Financial Data

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990

Fiscal Year Ending June 2018

Extracted Financial Data

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990

Fiscal Year Ending June 2017

Extracted Financial Data

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990

Fiscal Year Ending June 2016

Extracted Financial Data

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990

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990

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990

Fiscal Year Ending June 2014

Extracted Financial Data

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990

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990

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990

Fiscal Year Ending June 2012

Extracted Financial Data

Extracted Financial Data from Form 990

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990

Fiscal Year Ending June 2011

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending June 2010

No Extracted Financial Data

Revenue

$1.52M (2023)

Expenses

$0 (2023)

Total Assets

$108M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002