ZUnclassifiedEIN: 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$64,317,92710%$56,549,5014%$356,477,51917%
2022$71,296,992150%$54,142,8284%$304,068,59719%
2021$28,563,52229%$56,615,66512%$377,653,3921%
2020$22,096,07733%$64,225,21227%$372,422,0573%
2019$32,831,53048%$50,751,92812%$363,008,87818%
2018$62,808,173193%$57,547,5343%$306,938,2675%
2017$21,452,6125%$55,764,6316%$322,820,3065%
2016$22,565,4723%$52,603,36010%$307,589,9011%
2015$21,814,62881%$58,265,01714%$311,285,16412%
2014$12,084,86329%$51,163,8403%$352,515,7811%
2013$17,091,419162%$52,780,01318%$350,113,692
2012$6,530,07615%$44,858,75813%$351,561,9942%
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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