Pfizer Inc Retiree & Group Insurance Plan Trust
Pfizer Retiree Trust consistently disburses nearly all revenue as expenses for retiree benefits.
EIN: 132986156 · New York, NY · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Expenses | $82.1M |
| Program Spending | 100% |
| Net Assets | $1.4M |
| Transparency Score | 90/100 |
Is Pfizer Inc Retiree & Group Insurance Plan Trust Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Pfizer Inc Retiree & Group Insurance Plan Trust directs 100% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Pfizer Inc Retiree & Group Insurance Plan Trust
Pfizer Inc Retiree & Group Insurance Plan Trust (EIN: 132986156) is a nonprofit organization based in New York, NY. The organization reported total revenue of $0 and total assets of $0 according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Pfizer Inc Retiree & Group Insurance Plan Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Pfizer Inc Retiree & Group Insurance Plan Trust is a major nonprofit, with 6 years of IRS 990 filings on record (2011–2016). Revenue has grown at a compound annual rate of 1304.9%.
Key Financial Metrics (2016)
From the most recent IRS 990 filing on record:
| Total Revenue | $82.1M |
| Total Expenses | $82.1M |
| Surplus / Deficit | +$3K |
| Total Assets | $1.4M |
| Net Assets | $1.4M |
| Operating Margin | 0.0% |
| Months of Reserves | 0.2 months |
Financial Health Grade: B
In 2016, Pfizer Inc Retiree & Group Insurance Plan Trust reported a surplus of $3K with revenue exceeding expenses, holds 0.2 months of operating reserves (limited).
Financial Trends
Over 6 years of filings (2011–2016), Pfizer Inc Retiree & Group Insurance Plan Trust's revenue has grown at a compound annual growth rate (CAGR) of 1304.9%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2016 | +7.2% | +7.2% | +0.2% |
| 2015 | +4.9% | -18.8% | +0.0% |
| 2014 | +16.1% | +50.0% | +0.0% |
| 2013 | +41374203.9% | — | +0.0% |
| 2012 | +1.3% | — | +0.0% |
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Pfizer Inc Retiree & Group Insurance Plan Trust with a Mission Score of 90 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 0%
- programs: 100%
- fundraising: 0%
According to IRS 990 filings, Pfizer Inc Retiree & Group Insurance Plan Trust allocates its expenses as follows: admin: 0%, programs: 100%, fundraising: 0%. With 100% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2016)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $3K, with revenue exceeding expenses.
Executive Compensation Analysis
The organization consistently reports 0% officer compensation across all available filings, indicating that no executive salaries are paid from the trust's funds, which is typical for a trust of this nature.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Pfizer Inc Retiree & Group Insurance Plan Trust's IRS 990 filings:
- NTEE Code is unknown, which can sometimes hinder understanding of the organization's specific programmatic focus, though its name clarifies its purpose.
Strengths
The following positive indicators were identified for Pfizer Inc Retiree & Group Insurance Plan Trust:
- Strong program spending: Nearly 100% of revenue is spent on expenses, indicating efficient use of funds for its intended purpose.
- Zero officer compensation: No executive salaries are paid from the trust, reflecting a lean operational model.
- Consistent financial filings: Six years of IRS 990 data provide good transparency into its operations.
- Stable asset base: Consistent assets around $1.4 million suggest a well-managed reserve.
- Zero liabilities: The trust consistently reports no liabilities, indicating strong financial health and no outstanding debts.
Frequently Asked Questions about Pfizer Inc Retiree & Group Insurance Plan Trust
Is Pfizer Inc Retiree & Group Insurance Plan Trust a legitimate charity?
Based on AI analysis of IRS 990 filings, Pfizer Inc Retiree & Group Insurance Plan Trust (EIN: 132986156) some concerns. Mission Score: 90/100. 1 red flag identified, 5 strengths noted.
How does Pfizer Inc Retiree & Group Insurance Plan Trust spend its money?
Pfizer Inc Retiree & Group Insurance Plan Trust directs 100% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Pfizer Inc Retiree & Group Insurance Plan Trust tax-deductible?
Pfizer Inc Retiree & Group Insurance Plan Trust is registered as a tax-exempt nonprofit (EIN: 132986156). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Pfizer Inc Retiree & Group Insurance Plan Trust located?
Pfizer Inc Retiree & Group Insurance Plan Trust is headquartered in New York, New York and files with the IRS under EIN 132986156.
How many years of IRS 990 filings does Pfizer Inc Retiree & Group Insurance Plan Trust have?
Pfizer Inc Retiree & Group Insurance Plan Trust has 6 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends.
What is the primary purpose of the Pfizer Inc Retiree & Group Insurance Plan Trust?
Based on the financial data, the trust's primary purpose is to manage and disburse funds for retiree and group insurance plans, as indicated by the near-equal revenue and expense figures in most years, suggesting a pass-through function.
Why does the trust have stable assets around $1.4 million despite high revenue and expenses?
The stable asset base, around $1.4 million, suggests that these assets likely represent a reserve or endowment for the trust's operations, while the high revenue and expenses reflect the annual flow of funds for benefit payments rather than accumulation within the trust itself.
Is the trust financially efficient?
Yes, the trust appears highly efficient. In most years, expenses closely match revenue (e.g., $82,083,210 revenue vs. $82,079,729 expenses in 2016), indicating that nearly all incoming funds are directly used for their intended purpose with minimal overhead, further supported by 0% officer compensation.
Filing History
IRS 990 filing history for Pfizer Inc Retiree & Group Insurance Plan Trust showing financial trends over 6 years of public records:
Over 6 years of IRS 990 filings (2011–2016), Pfizer Inc Retiree & Group Insurance Plan Trust's revenue has grown by 54722040%, moving from $150 to $82.1M. Total assets increased by 0.3% over the same period, from $1.4M to $1.4M. In its most recent filing year (2016), Pfizer Inc Retiree & Group Insurance Plan Trust reported a surplus of $3K, with revenue exceeding expenses.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2016 | $82.1M | $82.1M | $1.4M | $0 | — | View 990 |
| 2015 | $76.6M | $76.6M | $1.4M | $0 | — | View 990 |
| 2014 | $73.0M | $94.4M | $1.4M | $0 | — | View 990 |
| 2013 | $62.9M | $62.9M | $1.4M | $0 | — | View 990 |
| 2012 | $152 | $0 | $1.4M | $0 | — | View 990 |
| 2011 | $150 | $0 | $1.4M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2016: Revenue of $82.1M, expenses of $82.1M, and assets of $1.4M (revenue +7.2% year-over-year).
- 2015: Revenue of $76.6M, expenses of $76.6M, and assets of $1.4M (revenue +4.9% year-over-year).
- 2014: Revenue of $73.0M, expenses of $94.4M, and assets of $1.4M (revenue +16.1% year-over-year).
- 2013: Revenue of $62.9M, expenses of $62.9M, and assets of $1.4M (revenue +41374203.9% year-over-year).
- 2012: Revenue of $152, expenses of $0, and assets of $1.4M (revenue +1.3% year-over-year).
- 2011: Revenue of $150, expenses of $0, and assets of $1.4M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Pfizer Inc Retiree & Group Insurance Plan Trust:
Data Sources and Methodology
This transparency report for Pfizer Inc Retiree & Group Insurance Plan Trust is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.