Civic Intelligence

Rolex Watch USA Inc Retiree

EIN 20-6740815 • 501(c)9 • New York, NY

View Organization Page

Profile

The primary purpose of the plan is to provide postretirement health insurance benefits to certain former employees of rolex watch u.s.a., inc. And certain of its affilaited companies.

650 Fifth AvenueNew York, NY 10019

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.01x

Higher debt load relative to assets than 43% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

64th percentile

0.06x

Higher debt load relative to revenue than 64% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Net Margin

8th percentile

-35%

Higher net margin than 8% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

70th percentile

$113,604

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 10.4% of source-year revenue.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Asset Growth

29th percentile

-1.4%

Faster asset growth than 29% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

67th percentile

13%

Faster revenue growth than 67% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$11,096,962

Down $153,867 (-1.4%) from 2023

Liabilities

Down

$67,000

Down $11,000 (-14%) from 2023

Net Assets

Down

$11,029,962

Down $142,867 (-1.3%) from 2023

Operations
Liabilities / Revenue64th percentileNet Margin8th percentile

Revenue

Up

$1,089,247

Up $125,970 (+13%) from 2023

Expenses

Up

$1,466,027

Up $77,065 (+5.5%) from 2023

Net Income

Up

-$376,780

Up $48,905 (+11%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2010: $7,447,209Liabilities 2010: $185,507Net Assets 2010: $7,261,7022010Assets 2011: $6,654,402Liabilities 2011: $417,617Net Assets 2011: $6,236,7852011Assets 2012: $6,775,820Liabilities 2012: $305,702Net Assets 2012: $6,470,1182012Assets 2013: $7,550,256Liabilities 2013: $672,479Net Assets 2013: $6,877,7772013Assets 2014: $12,344,675Liabilities 2014: $312,053Net Assets 2014: $12,032,6222014Assets 2015: $11,375,905Liabilities 2015: $0Net Assets 2015: $11,375,9052015Assets 2016: $12,003,371Liabilities 2016: $32,000Net Assets 2016: $11,971,3712016Assets 2017: $12,693,066Liabilities 2017: $75,000Net Assets 2017: $12,618,0662017Assets 2018: $11,884,540Liabilities 2018: $871,211Net Assets 2018: $11,013,3292018Assets 2019: $12,687,320Liabilities 2019: $84,000Net Assets 2019: $12,603,3202019Assets 2020: $13,890,684Liabilities 2020: $148,000Net Assets 2020: $13,742,6842020Assets 2021: $14,332,005Liabilities 2021: $200,000Net Assets 2021: $14,132,0052021Assets 2022: $10,548,579Liabilities 2022: $55,000Net Assets 2022: $10,493,5792022Assets 2023: $11,250,829Liabilities 2023: $78,000Net Assets 2023: $11,172,8292023Assets 2024: $11,096,962Liabilities 2024: $67,000Net Assets 2024: $11,029,9622024

Highlighted filing

2024

Assets$11,096,962
Liabilities$67,000
Net Assets$11,029,962
Open 2024 Filing

Operations Trend

Revenue Growth67th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2010: $377,403Expenses 2010: $770,002Net Income 2010: -$392,5992010Revenue 2011: $318,556Expenses 2011: $1,135,245Net Income 2011: -$816,6892011Expenses 2012: $530,9042012Revenue 2013: $1,449,088Expenses 2013: $911,050Net Income 2013: $538,0382013Revenue 2014: $6,059,759Expenses 2014: $875,638Net Income 2014: $5,184,1212014Revenue 2015: $1,001,274Expenses 2015: $770,801Net Income 2015: $230,4732015Revenue 2016: $524,274Expenses 2016: $671,598Net Income 2016: -$147,3242016Revenue 2017: $766,208Expenses 2017: $980,167Net Income 2017: -$213,9592017Revenue 2018: $1,134,636Expenses 2018: $1,185,045Net Income 2018: -$50,4092018Revenue 2019: $893,340Expenses 2019: $1,139,504Net Income 2019: -$246,1642019Revenue 2020: $1,194,690Expenses 2020: $1,324,345Net Income 2020: -$129,6552020Revenue 2021: $1,574,039Expenses 2021: $1,478,089Net Income 2021: $95,9502021Revenue 2022: $867,101Expenses 2022: $1,365,352Net Income 2022: -$498,2512022Revenue 2023: $963,277Expenses 2023: $1,388,962Net Income 2023: -$425,6852023Revenue 2024: $1,089,247Expenses 2024: $1,466,027Net Income 2024: -$376,7802024

Highlighted filing

2024

Revenue$1,089,247
Expenses$1,466,027
Net Income-$376,780
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,096,962
Liabilities
$67,000
Net assets
$11,029,962
Revenue
$1,089,247
Expenses
$1,466,027
Net income
-$376,780
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.1$0.07$11.0$1.09$1.47$0.38
2023Detailed filing. Detailed filing data is available for this year.$11.3$0.08$11.2$0.96$1.39$0.43
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.5$0.06$10.5$0.87$1.37$0.50
2021Detailed filing. Detailed filing data is available for this year.$14.3$0.20$14.1$1.57$1.48$0.10
2020Detailed filing. Detailed filing data is available for this year.$13.9$0.15$13.7$1.19$1.32$0.13
2019Detailed filing. Detailed filing data is available for this year.$12.7$0.08$12.6$0.89$1.14$0.25
2018Detailed filing. Detailed filing data is available for this year.$11.9$0.87$11.0$1.13$1.19$0.05
2017Detailed filing. Detailed filing data is available for this year.$12.7$0.08$12.6$0.77$0.98$0.21
2016Detailed filing. Detailed filing data is available for this year.$12.0$0.03$12.0$0.52$0.67$0.15
2015Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$1.00$0.77$0.23
2014Detailed filing. Detailed filing data is available for this year.$12.3$0.31$12.0$6.06$0.88$5.18
2013Detailed filing. Detailed filing data is available for this year.$7.55$0.67$6.88$1.45$0.91$0.54
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.78$0.31$6.47$0.53
2011Summary only. Only limited summary data is available for this year.$6.65$0.42$6.24$0.32$1.14$0.82
2010Summary only. Only limited summary data is available for this year.$7.45$0.19$7.26$0.38$0.77$0.39
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$4,182,392
Mission and Program Overview

Mission

The primary purpose of the plan is to provide postretirement health insurance benefits to certain former employees of rolex watch u.s.a., inc. And certain of its affilaited companies.

To provide postretirement health insurance benefits to certain former employees of rolex watch u.s.a., inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$11,172,829$11,029,962▼ $142,867
Investments in Publicly Traded Securities$10,834,026$10,836,990▲ $2,964
Savings and Temporary Cash Investments$416,803$259,972▼ $156,831
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$11,250,829$11,096,962▼ $153,867
Liabilities
Other Liabilities$78,000$67,000▼ $11,000
Total Liabilities$78,000$67,000▼ $11,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$11,172,829$11,029,962▼ $142,867
Total Liabilities and Net Assets / Fund Balance$11,250,829$11,096,962▼ $153,867
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteePT$113,604$113,604

Board Members and Trustees

NameTitle
Kenneth SacksTrustee
Mark GoldbergTrustee
Michele TancrediTrustee
Peter CousinsTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$354,312
Investment Income
$734,935
Other Revenue
$0
Change in Net Assets
$-376,780

Audited Revenue Reconciliation

Revenue per Audited Statements
$969,421
Revenue Not Reported on Financial Statements
$119,826
Revenue Not Reported on Form 990
$233,913
Other Revenue Adjustments
$6,222
Total Revenue per Audited Statements
$1,203,334
Total Revenue per Form 990
$1,089,247
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$199,222
Salaries, Compensation, and Employee Benefits$113,604
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$1,153,201
Current Officers, Directors, Trustees, and Key Employees---$113,604
Other Expenses---$6,222
Total Functional Expenses$0$0$0$1,466,027

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,466,027
Expenses per Audited Statements$1,346,201
Total Expenses per Audited Statements$1,346,201
Expenses Not Reported on Financial Statements$119,826
Other Expense Adjustments$6,222
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
State Income Taxes Payable$67,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“The rolex watch u.s.a, inc. Retiree medical plan has no such committees.”

Form 990, Part VI, Section B, Line 11B

“The rolex watch u.s.a., inc. Retiree medical plan sends an email to all trustees with a .pdf file of the form 990 for their review. Once reviewed, all trustees are asked to submit questions, changes or comments by a given date in order to file on a timely basis. Each trustee confirms that they reviewed the form 990 prior to its filing.”

Form 990, Part VI, Section C, Line 19

“The rolex watch u.s.a., inc. Retiree medical plan makes its governing documents and financial statements available to the public upon request at the office of the organization.”

Filing and Contact Details

Filer

Filer Name
Rolex Watch USA Inc Retiree
EIN
20-6740815
Phone
2127587700
Address
650 FIFTH AVENUE, NEW YORK, NY 10019

Signing Officer

Name
Mark W Goldberg
Title
Trustee
Phone
2127587700
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark W Goldberg
Formed
2005
Legal Domicile
Ny
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
PKF O'CONNOR DAVIES ADVISORY LLC
Address
245 PARK AVENUE 12TH FLOOR, NEW YORK, NY 10167
Preparer
Garrett M Higgins
Phone
2122862600
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Management of the plan is not aware of any violation of its tax status as an organization exempt from income taxes. The trust is subject to unrelated business income tax under section 512 of the internal revenue code (the "code") on its investment income if assets exceed the account limit as determined under section 419a of the code. The plan recognizes the effect of income tax positions only if those positions are more likely than not of being sustained. Management has determined that the plan had no uncertain tax positions that would require financial statement recognition or disclosure. The plan is no longer subject to examinations by the applicable taxing jurisdictions for periods prior to december 31, 2021.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Foreign tax reported on part ix, line 24b 6,222.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Foreign tax reported on part ix, line 24b 6,222.”

Raw XML Appendix330 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE POSTRETIREMENT HEALTH INSURANCE BENEFITS TO CERTAIN FORMER EMPLOYEES OF ROLEX WATCH U.S.A., INC.
IRS990/AuditCommitteeInd00
IRS990/BenefitsToMembersGrp/TotalAmt01153201
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MARK W GOLDBERG TRUSTEE
IRS990/BooksInCareOfDetail/PhoneNum02127587700
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0650 FIFTH AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0NEW YORK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd010019
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt011172829
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt011029962
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0113604
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt01153201
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0734935
IRS990/CYOtherExpensesAmt0199222
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0354312
IRS990/CYRevenuesLessExpensesAmt0-376780
IRS990/CYSalariesCompEmpBnftPaidAmt0113604
IRS990/CYTotalExpensesAmt01466027
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01089247
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVISION FOR POSTRETIREMENT HEALTH INSURANCE BENEFITS TO CERTAIN FORMER EMPLOYEES OF ROLEX WATCH U.S.A., INC.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt410.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0UBS FINANICAL SERVICES INC
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0PETER COUSINS
IRS990/Form990PartVIISectionAGrp/PersonNm1MARK GOLDBERG
IRS990/Form990PartVIISectionAGrp/PersonNm2KENNETH SACKS
IRS990/Form990PartVIISectionAGrp/PersonNm3MICHELE TANCREDI
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4113604
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0488743
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03581888
IRS990/GrossReceiptsAmt04182392
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0246192
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0246192
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt010834026
IRS990/InvestmentsPubTradedSecGrp/EOYAmt010836990
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03093145
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PRIMARY PURPOSE OF THE PLAN IS TO PROVIDE POSTRETIREMENT HEALTH INSURANCE BENEFITS TO CERTAIN FORMER EMPLOYEES OF ROLEX WATCH U.S.A., INC. AND CERTAIN OF ITS AFFILAITED COMPANIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt011172829
IRS990/NetAssetsOrFundBalancesEOYAmt011029962
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0488743
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt0488743
IRS990/NetUnrelatedBusTxblIncmAmt0715713
IRS990/NetUnrlzdGainsLossesInvstAmt0233913
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0UNRELATED BUSINESS INCO
IRS990/OtherExpensesGrp/Desc1FOREIGN TAX
IRS990/OtherExpensesGrp/TotalAmt0193000
IRS990/OtherExpensesGrp/TotalAmt16222
IRS990/OtherLiabilitiesGrp/BOYAmt078000
IRS990/OtherLiabilitiesGrp/EOYAmt067000
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MARK W GOLDBERG
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0299312
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt155000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0299312
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt155000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt01074709
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0668557
IRS990/PYOtherExpensesAmt0204239
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0294720
IRS990/PYRevenuesLessExpensesAmt0-425685
IRS990/PYSalariesCompEmpBnftPaidAmt0110014
IRS990/PYTotalExpensesAmt01388962
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0963277
IRS990/ReconcilationRevenueExpnssAmt0-376780
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0416803
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0259972
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0119826
IRS990ScheduleD/ExpensesSubtotalAmt01346201
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0113604
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0113604
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0233913
IRS990ScheduleD/OtherExpensesNotIncludedAmt06222
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt067000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0STATE INCOME TAXES PAYABLE
IRS990ScheduleD/OtherRevenuesNotIncludedAmt06222
IRS990ScheduleD/RevenueNotReportedAmt0233913
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0119826
IRS990ScheduleD/RevenueSubtotalAmt0969421
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT OF THE PLAN IS NOT AWARE OF ANY VIOLATION OF ITS TAX STATUS AS AN ORGANIZATION EXEMPT FROM INCOME TAXES. THE TRUST IS SUBJECT TO UNRELATED BUSINESS INCOME TAX UNDER SECTION 512 OF THE INTERNAL REVENUE CODE (THE "CODE") ON ITS INVESTMENT INCOME IF ASSETS EXCEED THE ACCOUNT LIMIT AS DETERMINED UNDER SECTION 419A OF THE CODE. THE PLAN RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE PLAN HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE PLAN IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO DECEMBER 31, 2021.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FOREIGN TAX REPORTED ON PART IX, LINE 24B 6,222.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FOREIGN TAX REPORTED ON PART IX, LINE 24B 6,222.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01466027
IRS990ScheduleD/TotalLiabilityAmt067000
IRS990ScheduleD/TotalRevenuePerForm990Amt01089247
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01203334
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01346201
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ROLEX WATCH U.S.A, INC. RETIREE MEDICAL PLAN HAS NO SUCH COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ROLEX WATCH U.S.A., INC. RETIREE MEDICAL PLAN SENDS AN EMAIL TO ALL TRUSTEES WITH A .PDF FILE OF THE FORM 990 FOR THEIR REVIEW. ONCE REVIEWED, ALL TRUSTEES ARE ASKED TO SUBMIT QUESTIONS, CHANGES OR COMMENTS BY A GIVEN DATE IN ORDER TO FILE ON A TIMELY BASIS. EACH TRUSTEE CONFIRMS THAT THEY REVIEWED THE FORM 990 PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ROLEX WATCH U.S.A., INC. RETIREE MEDICAL PLAN MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT THE OFFICE OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0131574389
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0DISTRIBUTE, SERVICE AND WAREHOUSE ROLEX WATCHES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0ROLEX WATCH USA INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0650 FIFTH AVENUE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0NEW YORK
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd010019
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt011250829
IRS990/TotalAssetsEOYAmt011096962
IRS990/TotalAssetsGrp/BOYAmt011250829
IRS990/TotalAssetsGrp/EOYAmt011096962
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01466027
IRS990/TotalGrossUBIAmt0734935
IRS990/TotalLiabilitiesBOYAmt078000
IRS990/TotalLiabilitiesEOYAmt067000
IRS990/TotalLiabilitiesGrp/BOYAmt078000
IRS990/TotalLiabilitiesGrp/EOYAmt067000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt011172829
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt011029962
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0354312
IRS990/TotalReportableCompFromOrgAmt0113604
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0354312
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01089247
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0734935
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt011250829
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt011096962
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0650 FIFTH AVENUE
IRS990/USAddress/CityNm0NEW YORK
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010019
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK W GOLDBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02127587700
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROLEX WATCH USA INC RETIREE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MEDICAL PLAN
ReturnHeader/Filer/BusinessNameControlTxt0ROLE
ReturnHeader/Filer/EIN0206740815
ReturnHeader/Filer/PhoneNum02127587700
ReturnHeader/Filer/USAddress/AddressLine1Txt0650 FIFTH AVENUE
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010019
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331374517
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PKF O'CONNOR DAVIES ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0245 PARK AVENUE 12TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010167
ReturnHeader/PreparerPersonGrp/PhoneNum02122862600
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARRETT M HIGGINS
ReturnHeader/ReturnTs02025-11-17T11:31:24-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.