Roche Employee Welfare Benefits Tr
501(c)(9)
96% goes to programs Growing revenue
Roche Employee Welfare Benefits Tr is a 501(c)(9) organization based in Little Falls, New Jersey, registered in 1978, with $526,953,944 in FY2024 revenue. CharityIndex grades it B+, and it directs about 96% of spending to programs.
150 Clove Rd Ste 8, Little Falls, NJ, 07424 EIN 22-3078724 Since 1978
Revenue (FY2024)
$527.0M
▲ 5.3% vs prior year
Expenses (FY2024)
$532.6M
Net assets
$79.5M
Employees
0
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
B+
A+Program efficiency40% of the rating96% to programs
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. For Roche Employee Welfare Benefits Tr: 96% to programs earns a A+ on this criterion. See the exact thresholds →
BFinancial health25% of the rating2 mo reserves · -1% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Roche Employee Welfare Benefits Tr: 2 mo reserves · -1% margin earns a B on this criterion. See the exact thresholds →
C+Governance25% of the rating3 of 6 checks met
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. For Roche Employee Welfare Benefits Tr: 3 of 6 checks met earns a C+ on this criterion. See the exact thresholds →
A+Transparency10% of the rating5 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Roche Employee Welfare Benefits Tr: 5 of 5 disclosure signals earns a A+ on this criterion. See the exact thresholds →
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Mission
To cover employee benefits and expenses for participants
What they do
Legacy ltd plan - to cover expenses and claims paid to or for members
Contact & location
- Address
- 150 Clove Rd Ste 8, Little Falls, NJ, 07424
- City
- Little Falls
- State
- New Jersey
- Category
- —
- Subcategory
- —
- Phone
- …
- Website
- …
Financial trends
Revenue grew from $414.8M (FY2020) to $527.0M (FY2024) across 5 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $79.5M
Operating margin
-1.1%
Spent more than it raised in the latest fiscal year.
Total assets
$79.5M
Total liabilities
$0
Net assets
$79.5M
Salaries & benefits
$0
0% of expenses
Board members
4
0 independent
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $526,953,944▲5.3% | $532,625,355▲5.6% | $79,540,998▼3.2% | $79,540,998▼3.2% | 990 |
| 2023 | $500,532,196▲10.6% | $504,202,313▲13.7% | $82,159,852▲2.8% | $82,159,852▲2.8% | 990 |
| 2022 | $452,359,380▲3.1% | $443,309,422▲2.1% | $79,919,367▲4.6% | $79,919,367▲4.6% | 990 |
| 2021 | $438,766,875▲5.8% | $434,285,302▲4.4% | $76,374,424▼0.6% | $76,374,424▼0.6% | 990 |
| 2020 | $414,778,627 | $416,154,098▲34.5% | $76,818,384▲61.0% | $76,818,384▲61.0% | 990 |
| 2011 | — | $309,470,634▲348% | $47,716,835▲222% | $47,716,835▲222% | 990 |
| 2010 | — | $69,005,592 | $14,824,414 | $14,824,414 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Leadership & compensation (FY2024)
Highest-paid: State Street Corporation — $102,357 (0.02% of total expenses)
| Name | Title | Hours/week | Compensation |
|---|---|---|---|
| State Street Corporation | Trustee | 0 | $102,357 |
| Alayne Gatti | Vp Treasury | 0 | — |
Frequently asked questions
- Is Roche Employee Welfare Benefits Tr a legitimate nonprofit?
- Yes. Roche Employee Welfare Benefits Tr is a 501(c)(9) organization registered with the U.S. Internal Revenue Service under EIN 22-3078724, 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 22-3078724.
- How much revenue does Roche Employee Welfare Benefits Tr report?
- Roche Employee Welfare Benefits Tr reported $526,953,944 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- How much of Roche Employee Welfare Benefits Tr's spending goes to programs?
- Roche Employee Welfare Benefits Tr spends about 96% of its total expenses on programs, based on its latest IRS Form 990.
- What financial grade does Roche Employee Welfare Benefits Tr have?
- CharityIndex grades Roche Employee Welfare Benefits Tr B+, based on program efficiency and fundraising cost.
- How much does Roche Employee Welfare Benefits Tr's highest-paid employee make?
- The highest reported compensation on Roche Employee Welfare Benefits Tr's latest Form 990 is $102,357, paid to State Street Corporation (Trustee).
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Data for Roche Employee Welfare Benefits Tr (EIN 22-3078724) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.