National Education Association and Affiliate Retiree Health Plan
Washington, DC 20036 · IRS data through FY2024
Revenue, expenses and net assets
Revenue Expenses Net assets
| Tax year | Revenue | Expenses | Net assets |
|---|---|---|---|
| FY2024 | $16,308,776 | $9,222,503 | $263,638,268 |
| FY2023 | $21,112,639 | $12,645,647 | $248,462,195 |
| FY2022 | $18,543,173 | $11,073,627 | $218,608,618 |
| FY2021 | $29,630,512 | $9,468,433 | $261,804,249 |
| FY2020 | $23,680,138 | $9,760,385 | $227,816,427 |
| FY2019 | $23,375,382 | $8,950,272 | $195,485,269 |
| FY2018 | $30,920,367 | $10,346,209 | $154,204,267 |
| FY2017 | $17,701,052 | $8,568,180 | $156,184,309 |
| FY2016 | $15,622,399 | $8,652,584 | $129,685,990 |
| FY2015 | $20,051,423 | $7,590,435 | $117,600,671 |
| FY2014 | $24,604,285 | $7,468,710 | $109,499,846 |
| FY2013 | $19,161,867 | $7,100,695 | $88,241,230 |
| FY2012 | $11,817,941 | $7,019,695 | $66,641,600 |
| FY2011 | $11,691,335 | $5,780,655 | $55,900,959 |
Form 990 filings
The returns filed by National Education Association and Affiliate Retiree Health Plan (EIN 52-7073317), including Form 990 PDFs and e-file data by year, are available in ProPublica's Nonprofit Explorer. The figures on this page come from IRS data files built from those returns.
Where the revenue came from
| Source | Amount | % of revenue |
|---|---|---|
| Contributions & grants | $0 | 0% |
| Program service revenue | $2,822,566 | 17% |
| Other revenue | $13,486,210 | 83% |
What the numbers show
- Other revenue made up 83% of total revenue in FY2024.
- Net assets covered about 343 months of expenses at the end of the reporting year. That puts it in the 93rd percentile among 44 Mutual & Membership Benefit organizations in DC.
- Total revenue was higher than 86.7% of 45 Mutual & Membership Benefit organizations in DC.
- Total revenue rose from $11,691,335 in FY2011 to $16,308,776 in FY2024. Revenue increased in 8 and decreased in 5 of 13 year-over-year comparisons.
- Revenue covered expenses in each of the 14 reported years, FY2011 to FY2024.
- The highest revenue on record here is $30,920,367 in FY2018.
- Net assets grew from $55,900,959 to $263,638,268 between FY2011 and FY2024.
Figures compared against other organizations of the same NTEE program area in the same state. See the methodology page for how these are calculated and the guide to reading nonprofit financials for their limits.
About this organization
THE PLAN IS A WELFARE BENEFIT PLAN FOR THE EXCLUSIVE PURPOSE OF PROVIDING RETIREE HEALTH BENEFITS TO RETIRED EMPLOYEES OF THE NATIONAL EDUCATION ASSOCIATION (NEA) AND ITS ELIGIBLE PARTICIPATING STATE AFFILIATES. CURRENTLY, ARIZONA EDUCATION ASSOCIATION PARTICIPATES IN THE PLAN WITH NEA.
IRS status
| Ruling year | 2000 |
| Subsection | 501(c)(9) |
| Program area (NTEE) | Y43 — Mutual & Membership Benefit |
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Source: Internal Revenue Service — Exempt Organizations Business Master File (downloaded November 4, 2026), Statistics of Income extracts, Form 990 e-file data, Publication 78 and the Automatic Revocation list. Figures are as reported by the organization; IRS processing may adjust them. This is not a charity rating and not tax advice. Confirm deductibility in IRS Tax Exempt Organization Search.
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