Z — UnclassifiedEIN: 223078723

Roche Retiree Welfare-benefits Trust

Little Falls, New Jersey

B+Health Score
69B+

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Good

How This Organization Compares

Compared to 111 peers in Unclassified with $10M-$100M revenue

💰
$64.3M
Total Revenue
📊
$56.5M
Total Expenses
🏦
$356.5M
Net Assets
📋
N/A
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-9.8%
Year-over-year change (2022 → 2023)
Net Margin
+12.1%
Revenue minus expenses as % of revenue

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$64,317,927↓10%$56,549,501↑4%$356,477,519↑17%
2022$71,296,992↑150%$54,142,828↓4%$304,068,597↓19%
2021$28,563,522↑29%$56,615,665↓12%$377,653,392↑1%
2020$22,096,077↓33%$64,225,212↑27%$372,422,057↑3%
2019$32,831,530↓48%$50,751,928↓12%$363,008,878↑18%
2018$62,808,173↑193%$57,547,534↑3%$306,938,267↓5%
2017$21,452,612↓5%$55,764,631↑6%$322,820,306↑5%
2016$22,565,472↑3%$52,603,360↓10%$307,589,901↓1%
2015$21,814,628↑81%$58,265,017↑14%$311,285,164↓12%
2014$12,084,863↓29%$51,163,840↓3%$352,515,781↑1%
2013$17,091,419↑162%$52,780,013↑18%$350,113,692
2012$6,530,076↓15%$44,858,758↓13%$351,561,994↑2%
2011$7,712,217$51,316,999$343,733,063

Frequently Asked Questions

What does Roche Retiree Welfare-benefits Trust do?▼

Roche Retiree Welfare-benefits Trust is a unclassified nonprofit organization based in New Jersey. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Roche Retiree Welfare-benefits Trust financially healthy?▼

Based on our 9-metric Financial Health Score model, Roche Retiree Welfare-benefits Trust has a score of 69/100 (Grade: B+). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Roche Retiree Welfare-benefits Trust generate?▼

Roche Retiree Welfare-benefits Trust reports $62.1M in annual revenue and holds $381.5M in total assets, based on IRS filings.

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