Roche Employee Welfare Benefits Tr
Roche Employee Welfare Benefits Trust: Consistent Growth, Minimal Overhead
EIN: 223078724 · Little Falls, NJ · Updated: 2026-04-04
| Metric | Value |
|---|---|
| Total Revenue | $1.7B |
| Total Expenses | $504.2M |
| Program Spending | 99% |
| Net Assets | $82.2M |
| Transparency Score | 90/100 |
Is Roche Employee Welfare Benefits Tr Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Roche Employee Welfare Benefits Tr directs 99% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Roche Employee Welfare Benefits Tr
Roche Employee Welfare Benefits Tr (EIN: 223078724) is a nonprofit organization based in Little Falls, NJ. The organization reported total revenue of $1.7B and total assets of $79.5M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Roche Employee Welfare Benefits Tr's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Roche Employee Welfare Benefits Tr is a major nonprofit that has been operating for 48 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 3.2%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $500.5M |
| Total Expenses | $504.2M |
| Surplus / Deficit | $-3,670,117 |
| Total Assets | $82.2M |
| Net Assets | $82.2M |
| Operating Margin | -0.7% |
| Months of Reserves | 2.0 months |
Financial Health Grade: C
In 2023, Roche Employee Welfare Benefits Tr reported a deficit of $3.7M with expenses exceeding revenue, holds 2.0 months of operating reserves (limited).
Financial Trends
Over 13 years of filings (2011–2023), Roche Employee Welfare Benefits Tr's revenue has grown at a compound annual growth rate (CAGR) of 3.2%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +10.6% | +13.7% | +2.8% |
| 2022 | +3.1% | +2.1% | +4.6% |
| 2021 | +5.8% | +4.4% | -0.6% |
| 2020 | -5.2% | -3.4% | -0.3% |
| 2019 | -1.5% | -3.0% | +15.0% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1978 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Roche Employee Welfare Benefits Tr 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: 1%
- programs: 99%
- fundraising: 0%
According to IRS 990 filings, Roche Employee Welfare Benefits Tr allocates its expenses as follows: admin: 1%, programs: 99%, fundraising: 0%. With 99% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $3.7M, with expenses exceeding revenue.
Executive Compensation Analysis
Executive compensation is not reported as a separate line item in the provided data, suggesting it is either negligible or embedded within administrative costs, which are already very low.
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.
Strengths
The following positive indicators were identified for Roche Employee Welfare Benefits Tr:
- Extremely high percentage of expenses dedicated to programs (99% in 2023).
- Consistent revenue and asset growth over the past several years.
- Very low administrative and fundraising overhead, indicating efficient operations.
- Clear and consistent financial reporting through public filings.
Frequently Asked Questions about Roche Employee Welfare Benefits Tr
Is Roche Employee Welfare Benefits Tr a legitimate charity?
Based on AI analysis of IRS 990 filings, Roche Employee Welfare Benefits Tr (EIN: 223078724) appears legitimate. Mission Score: 90/100. 0 red flags identified, 4 strengths noted.
How does Roche Employee Welfare Benefits Tr spend its money?
Roche Employee Welfare Benefits Tr directs 99% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Roche Employee Welfare Benefits Tr tax-deductible?
Roche Employee Welfare Benefits Tr is registered as a tax-exempt nonprofit (EIN: 223078724). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Roche Employee Welfare Benefits Tr located?
Roche Employee Welfare Benefits Tr is headquartered in Little Falls, New Jersey and files with the IRS under EIN 223078724.
How many years of IRS 990 filings does Roche Employee Welfare Benefits Tr have?
Roche Employee Welfare Benefits Tr has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $1.7B in total revenue.
What does Roche Employee Welfare Benefits Tr do?
Roche Employee Welfare Benefits Tr is a nonprofit organization in the Unknown sector, located in Little Falls, New Jersey. It is classified under NTEE code Unknown.
How much revenue does Roche Employee Welfare Benefits Tr have?
Roche Employee Welfare Benefits Tr reported total revenue of $1,745,001,320. Based on 13 IRS 990 filings on record.
What are Roche Employee Welfare Benefits Tr's total assets?
Roche Employee Welfare Benefits Tr holds total assets of $79,540,998 as reported in IRS 990 filings.
Where is Roche Employee Welfare Benefits Tr located?
Roche Employee Welfare Benefits Tr is based in Little Falls, New Jersey.
What is Roche Employee Welfare Benefits Tr's EIN?
Roche Employee Welfare Benefits Tr's Employer Identification Number (EIN) is 223078724. This is the unique tax ID assigned by the IRS for tax-exempt organizations.
What type of nonprofit is Roche Employee Welfare Benefits Tr?
Roche Employee Welfare Benefits Tr is classified under NTEE code Unknown (Unknown).
Is Roche Employee Welfare Benefits Tr a registered 501(c)(3)?
Roche Employee Welfare Benefits Tr appears in IRS records (EIN: 223078724). Check the IRS Tax Exempt Organization Search for the most current determination letter status.
Does Roche Employee Welfare Benefits Tr file IRS Form 990?
Yes, Roche Employee Welfare Benefits Tr has 13 IRS Form 990 filings on record. The most recent covers tax period 202312.
What was Roche Employee Welfare Benefits Tr's revenue in 2023?
In the 202312 filing period, Roche Employee Welfare Benefits Tr reported total revenue of $500,532,196, total expenses of $504,202,313, and net assets of $82,159,852.
Is Roche Employee Welfare Benefits Tr's revenue growing or declining?
Roche Employee Welfare Benefits Tr's revenue is growing. Revenue went from $452,359,380 (202212) to $500,532,196 (202312), a +10.6% change. Based on 13 filings on record.
What is Roche Employee Welfare Benefits Tr's most recent 990 filing?
The most recent IRS Form 990 filing for Roche Employee Welfare Benefits Tr covers tax period 202312. It shows revenue of $500,532,196, expenses of $504,202,313, total assets of $82,159,852, and liabilities of N/A.
How much does Roche Employee Welfare Benefits Tr spend on programs vs administration?
Based on IRS 990 analysis, Roche Employee Welfare Benefits Tr allocates approximately 99% of expenses to program services, 1% to administrative costs, and 0% to fundraising. This indicates strong program focus.
Is Roche Employee Welfare Benefits Tr a trustworthy charity?
Based on AI analysis of IRS 990 data, Roche Employee Welfare Benefits Tr appears trustworthy. Mission Score: 90/100 (Excellent). No red flags identified. 4 strengths noted.
What are Roche Employee Welfare Benefits Tr's strengths?
Positive indicators for Roche Employee Welfare Benefits Tr include: Extremely high percentage of expenses dedicated to programs (99% in 2023).. Consistent revenue and asset growth over the past several years.. Very low administrative and fundraising overhead, indicating efficient operations.. Clear and consistent financial reporting through public filings.. These findings are derived from AI analysis of the organization's financial filings.
How does Roche Employee Welfare Benefits Tr compensate executives?
Executive compensation is not reported as a separate line item in the provided data, suggesting it is either negligible or embedded within administrative costs, which are already very low. Executive compensation data is sourced from IRS 990 filings, which require disclosure of officer, director, and key employee pay.
Given the 'Welfare Benefits Trust' designation, what specific benefits are provided to employees, and how are these benefits categorized within the 'program expenses'?
The provided data indicates 'x' as total expenses, which are almost entirely 'program expenses'. Without further detail from the filings, the specific welfare benefits (e.g., health, retirement, disability) are not itemized, but their high proportion suggests direct benefit distribution.
How does the trust manage to maintain 0% fundraising expenses, and what implications does this have for its funding model?
The 0% fundraising expenses suggest that the trust is likely funded through mandatory employer contributions or a similar non-solicitation model, rather than public donations or fundraising campaigns. This implies a stable and predictable funding source tied directly to Roche's operations.
Filing History
IRS 990 filing history for Roche Employee Welfare Benefits Tr showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Roche Employee Welfare Benefits Tr's revenue has grown by 46.2%, moving from $342.4M to $500.5M. Total assets increased by 72.2% over the same period, from $47.7M to $82.2M. Total functional expenses rose by 62.9%, from $309.5M to $504.2M. In its most recent filing year (2023), Roche Employee Welfare Benefits Tr reported a deficit of $3.7M, with expenses exceeding revenue.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $500.5M | $504.2M | $82.2M | $0 | — | — |
| 2022 | $452.4M | $443.3M | $79.9M | $0 | — | — |
| 2021 | $438.8M | $434.3M | $76.4M | $0 | — | View 990 |
| 2020 | $414.8M | $416.2M | $76.8M | $0 | — | — |
| 2019 | $437.7M | $430.7M | $77.1M | $0 | — | View 990 |
| 2018 | $444.5M | $443.9M | $67.0M | $0 | — | View 990 |
| 2017 | $426.1M | $417.0M | $66.1M | $0 | — | View 990 |
| 2016 | $397.4M | $394.6M | $56.6M | $0 | — | View 990 |
| 2015 | $374.9M | $369.0M | $53.1M | $0 | — | View 990 |
| 2014 | $380.5M | $374.0M | $53.2M | $0 | — | View 990 |
| 2013 | $380.4M | $385.6M | $47.7M | $0 | — | View 990 |
| 2012 | $379.1M | $373.6M | $53.4M | $0 | — | View 990 |
| 2011 | $342.4M | $309.5M | $47.7M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $500.5M, expenses of $504.2M, and assets of $82.2M (revenue +10.6% year-over-year).
- 2022: Revenue of $452.4M, expenses of $443.3M, and assets of $79.9M (revenue +3.1% year-over-year).
- 2021: Revenue of $438.8M, expenses of $434.3M, and assets of $76.4M (revenue +5.8% year-over-year).
- 2020: Revenue of $414.8M, expenses of $416.2M, and assets of $76.8M (revenue -5.2% year-over-year).
- 2019: Revenue of $437.7M, expenses of $430.7M, and assets of $77.1M (revenue -1.5% year-over-year).
- 2018: Revenue of $444.5M, expenses of $443.9M, and assets of $67.0M (revenue +4.3% year-over-year).
- 2017: Revenue of $426.1M, expenses of $417.0M, and assets of $66.1M (revenue +7.2% year-over-year).
- 2016: Revenue of $397.4M, expenses of $394.6M, and assets of $56.6M (revenue +6.0% year-over-year).
- 2015: Revenue of $374.9M, expenses of $369.0M, and assets of $53.1M (revenue -1.5% year-over-year).
- 2014: Revenue of $380.5M, expenses of $374.0M, and assets of $53.2M (revenue +0.0% year-over-year).
- 2013: Revenue of $380.4M, expenses of $385.6M, and assets of $47.7M (revenue +0.4% year-over-year).
- 2012: Revenue of $379.1M, expenses of $373.6M, and assets of $53.4M (revenue +10.7% year-over-year).
- 2011: Revenue of $342.4M, expenses of $309.5M, and assets of $47.7M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Roche Employee Welfare Benefits Tr:
Data Sources and Methodology
This transparency report for Roche Employee Welfare Benefits Tr 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.