NESTLE IN THE USA RETIREE WELFARE BENEFIT TRUST

EIN: 926201940

SOLON, OH

Total Revenue
$33,198,204
Total Expenses
$22,725,227
Total Assets
$121,277,462
Net Assets
$121,277,462
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2023
Legal Domicile
DE
Principal Officer
RUSSELL NISWANDER
Phone
4402647671
Tax Period
2024-01-01 to 2024-12-31

NESTLE IN THE USA RETIREE WELFARE BENEFIT TRUST, founded in 2023, is a mid-sized nonprofit that reported $33.2M in total revenue in fiscal year 2024. Revenue fell 73% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $10.5M, a strong 32% operating margin.

Mission

THE MISSION OF THE TRUST IS TO PROVIDE COMPREHENSIVE AND SUSTAINABLE HEALTHCARE AND WELFARE BENEFITS TO ITS MEMBERS AND THEIR FAMILIES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $28,315,468
Investment Income $4,882,736
Other Revenue $0
TOTAL REVENUE $33,198,204

Expense Breakdown

Grants Paid $0
Salaries & Benefits $28,204
Fundraising Expenses $0
Other Expenses $125,383
TOTAL EXPENSES $22,725,227

Year-over-Year Comparison

2024 2023 Change
Revenue $33,198,204 $123,380,626 -0.7%
Expenses $22,725,227 $22,277,071 +0.0%
Net Income $10,472,977 $101,103,555 -0.9%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
1
Independent Members
1
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE 1.00
$28,204 $0 $28,204
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $33,198,204 $22,725,227 $121,277,462 $10,472,977
2023 $123,380,626 $22,277,071 $108,876,161 $101,103,555
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