Civic Intelligence

Rfe Rl Inc Post Retirement Medical Life Veba Trust

990 • Fiscal year 2022 • EIN 52-2047324

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 30, 2025

1250 Connecticut Ave NW Suite 450Washington, DC 20036

(202) 457-6941

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2022

Net Margin

78th percentile

18%

Higher net margin than 78% of similar nonprofits.

2022 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

79th percentile

$215,589

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 9.7% of source-year revenue.

2022 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2022

Asset Growth

42nd percentile

-8.8%

Faster asset growth than 42% of similar nonprofits.

2022 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2020 to 2022

Revenue Growth

21st percentile

-13%

Faster revenue growth than 21% of similar nonprofits.

2022 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2020 to 2022

Assets

Down

$40,836,850

Down $8,242,832 (-17%) from 2020

Net Assets

Down

$40,836,850

Down $7,603,241 (-16%) from 2020

Liabilities

Down

$0

Down $639,591 (-100%) from 2020

Revenue

Down

$2,218,605

Down $713,851 (-24%) from 2020

Expenses

Down

$1,808,871

Down $157,719 (-8.0%) from 2020

Net Income

Down

$409,734

Down $556,132 (-58%) from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2014: $36,353,595Liabilities 2014: $0Net Assets 2014: $36,353,5952014Assets 2015: $33,880,471Liabilities 2015: $0Net Assets 2015: $33,880,4712015Assets 2016: $34,665,653Liabilities 2016: $0Net Assets 2016: $34,665,6532016Assets 2017: $39,111,604Liabilities 2017: $0Net Assets 2017: $39,111,6042017Assets 2018: $35,487,373Liabilities 2018: $78,983Net Assets 2018: $35,408,3902018Assets 2019: $41,758,246Liabilities 2019: $346,785Net Assets 2019: $41,411,4612019Assets 2020: $49,079,682Liabilities 2020: $639,591Net Assets 2020: $48,440,0912020Assets 2022: $40,836,850Liabilities 2022: $0Net Assets 2022: $40,836,8502022Assets 2023: $36,780,178Liabilities 2023: $0Net Assets 2023: $36,780,1782023Assets 2024: $50,039,839Liabilities 2024: $0Net Assets 2024: $50,039,8392024

Highlighted filing

2022

Assets$40,836,850
Liabilities$0
Net Assets$40,836,850

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$5.0M$0-$5.0M-$10MRevenue 2014: -$4,303,032Expenses 2014: $803,379Net Income 2014: -$5,106,4112014Revenue 2015: -$2,976,758Expenses 2015: $2,896,824Net Income 2015: -$5,873,5822015Revenue 2016: -$735,818Expenses 2016: $2,457,273Net Income 2016: -$3,193,0912016Revenue 2017: $4,259,559Expenses 2017: $2,334,423Net Income 2017: $1,925,1362017Revenue 2018: -$3,571,802Expenses 2018: $2,394,561Net Income 2018: -$5,966,3632018Revenue 2019: $4,212,801Expenses 2019: $2,374,951Net Income 2019: $1,837,8502019Revenue 2020: $2,932,456Expenses 2020: $1,966,590Net Income 2020: $965,8662020Revenue 2022: $2,218,605Expenses 2022: $1,808,871Net Income 2022: $409,7342022Revenue 2023: -$1,597,623Expenses 2023: $1,876,530Net Income 2023: -$3,474,1532023Revenue 2024: $3,039,461Expenses 2024: $2,017,155Net Income 2024: $1,022,3062024

Highlighted filing

2022

Revenue$2,218,605
Expenses$1,808,871
Net Income$409,734
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 30, 2025
Return Version
2022v5.0
Gross Receipts
$7,066,571
Mission and Program Overview

Mission

The plan funds future retiree health (medical, drug, dental and vision) and life insurance benefits for eligible participants.

The plan funds future retiree health (medical, drug, dental, and vision) and life insurance benefits for eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$52,228,970$40,836,850▼ $11,392,120
Investments in Publicly Traded Securities$52,146,344$40,716,091▼ $11,430,253
Cash and Non-Interest-Bearing Accounts$82,626$120,759▲ $38,133
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$52,228,970$40,836,850▼ $11,392,120
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$52,228,970$40,836,850▼ $11,392,120
Total Liabilities and Net Assets / Fund Balance$52,228,970$40,836,850▼ $11,392,120
Compensation and Service Providers

Employees

NameTitleOtherTotal
Stephanie SchmidtMember (until 09/22)$131,301$131,301
Petr VrabecMember$70,669$70,669

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$615,999
Investment Income
$1,586,762
Other Revenue
$15,844
Change in Net Assets
$409,734

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,218,605
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-11,801,854
Total Revenue per Audited Statements
$-9,583,249
Total Revenue per Form 990
$2,218,605
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$72,280
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$1,736,591
Fees for Services Other---$45,873
Fees for Service Investment Mgmnt Fees---$16,391
Fees for Services Accounting---$10,016
Total Functional Expenses$0$0$0$1,808,871

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,808,871
Total Expenses per Audited Statements$1,808,871
Total Expenses per Form 990$1,808,871
Expenses Not Reported on Financial Statements$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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 1A

The rfe/rl benefits committee has resolution to act as the governing board on topics relating to benefits. The committee consists of the following rfe/rl staff: head of hr, associate director of compensation & benefits, cfo, budget director, and controller.

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

The tax return was prepared by outside accountants, reviewed by the related organization's accounting management team, and submitted to the benefits committee and to the board for their review prior to filing.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Rferl Inc Welfare Benefit Plan for
EIN
52-2047324
Phone
2024576941
Address
1250 CONNECTICUT AVE NW SUITE 450, WASHINGTON, DC 20036

Signing Officer

Name
Karen Johnson
Title
Rfe/rl Director, Financial Pla
Phone
2024576941
Signed
2025-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karen Johnson
Formed
1997
Legal Domicile
De
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Cliftonlarsonallen Llp
Address
4 BATTERYMARCH PARK SUITE 100, QUINCY, MA 02169
Preparer
Danielle Nihill
Phone
7819821001
Supplemental Narrative

Additional Explanations

FORM 990, LINE B:

This form 990 is being amended because the audit of our financial statements for the calendar year 2022 was not completed at the time of the original filing. The financial information reported in the original form 990 was based on preliminary, unaudited figures. Upon completion of the audit, we have updated the financial information to reflect the audited figures. The form 990 and the additional schedules that have been amended are listed below: basic information on page 1 part i part iv parts vi through xii schedule d schedule o schedule r

Financial Statement Notes

PART X, LINE 2:

The veba trust funding certain benefits of the plan received an exemption letter from the irs dated march 30, 1998. On may 15, 2010, the plan tax-exempt status was revoked. Management worked with the irs to bring the plan into compliance and received a letter from the irs dated march 27, 2024, re-instating that the trust is tax-exempt under the provisions of section 501(c)(9) of the irc back to the revocation date. However, as a result of the plan's funding policy, from time to time the trust may be subject to income taxes. No federal or state income taxes have been recorded in 2022 and 2021 for unrelated business taxable income. In addition, the plan and trust are required to operate in conformity with the irc to maintain tax-exempt status of the trust. The plan administrator believes that the plan is being operated in compliance with applicable requirements of the irc and therefore believes that the related trust is tax-exempt. The modified cash basis of accounting requires plan management to evaluate if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.

Raw XML AppendixShowing 400 of 401 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/ActivityOrMissionDesc0THE PLAN FUNDS FUTURE RETIREE HEALTH (MEDICAL, DRUG, DENTAL, AND VISION) AND LIFE INSURANCE BENEFITS FOR ELIGIBLE PARTICIPANTS.
IRS990/AddressChangeInd0X
IRS990/AmendedReturnInd0X
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt01736591
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0RFERL INC
IRS990/BooksInCareOfDetail/PhoneNum02024576900
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01250 CONNECTICUT AVE NW STE 450
IRS990/BooksInCareOfDetail/USAddress/CityNm0WASHINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd020036
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt082626
IRS990/CashNonInterestBearingGrp/EOYAmt0120759
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt01736591
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01586762
IRS990/CYOtherExpensesAmt072280
IRS990/CYOtherRevenueAmt015844
IRS990/CYProgramServiceRevenueAmt0615999
IRS990/CYRevenuesLessExpensesAmt0409734
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01808871
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02218605
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE PLAN FUNDS FUTURE RETIREE HEALTH (MEDICAL, DRUG, DENTAL, AND VISION) AND LIFE INSURANCE BENEFITS FOR ELIGIBLE PARTICIPANTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt010016
IRS990/FeesForServicesOtherGrp/TotalAmt045873
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt016391
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt027197
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt119291
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt23216
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt333667
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt429279
IRS990/Form990PartVIISectionAGrp/PersonNm0MARYLIN ALMA KEATING
IRS990/Form990PartVIISectionAGrp/PersonNm1STEPHANIE SCHMIDT
IRS990/Form990PartVIISectionAGrp/PersonNm2PETR VRABEC
IRS990/Form990PartVIISectionAGrp/PersonNm3MARK KONTOS
IRS990/Form990PartVIISectionAGrp/PersonNm4KAREN JOHNSEN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0185864
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1112010
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt267453
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3181922
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4168843
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1MEMBER (UNTIL 09/22)
IRS990/Form990PartVIISectionAGrp/TitleTxt2MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0645741
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05493707
IRS990/GrossReceiptsAmt07066571
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0941021
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0941021
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt052146344
IRS990/InvestmentsPubTradedSecGrp/EOYAmt040716091
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0DE
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04847966
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PLAN FUNDS FUTURE RETIREE HEALTH (MEDICAL, DRUG, DENTAL, AND VISION) AND LIFE INSURANCE BENEFITS FOR ELIGIBLE PARTICIPANTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NameChangeInd0X
IRS990/NetAssetsOrFundBalancesBOYAmt052228970
IRS990/NetAssetsOrFundBalancesEOYAmt040836850
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0645741
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0645741
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-11801854
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt015844
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt015844
IRS990/OtherRevenueTotalAmt015844
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KAREN JOHNSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0615999
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0615999
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt02222097
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt05312960
IRS990/PYOtherExpensesAmt0130776
IRS990/PYOtherRevenueAmt0246678
IRS990/PYProgramServiceRevenueAmt0478810
IRS990/PYRevenuesLessExpensesAmt03685575
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02352873
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06038448
IRS990/ReconcilationRevenueExpnssAmt0409734
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt052228970
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt040836850
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01808871
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-11801854
IRS990ScheduleD/RevenueNotReportedAmt0-11801854
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02218605
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE VEBA TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE IRS DATED MARCH 30, 1998. ON MAY 15, 2010, THE PLAN TAX-EXEMPT STATUS WAS REVOKED. MANAGEMENT WORKED WITH THE IRS TO BRING THE PLAN INTO COMPLIANCE AND RECEIVED A LETTER FROM THE IRS DATED MARCH 27, 2024, RE-INSTATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE IRC BACK TO THE REVOCATION DATE. HOWEVER, AS A RESULT OF THE PLAN'S FUNDING POLICY, FROM TIME TO TIME THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN 2022 AND 2021 FOR UNRELATED BUSINESS TAXABLE INCOME. IN ADDITION, THE PLAN AND TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH APPLICABLE REQUIREMENTS OF THE IRC AND THEREFORE BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. THE MODIFIED CASH BASIS OF ACCOUNTING REQUIRES PLAN MANAGEMENT TO EVALUATE IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01808871
IRS990ScheduleD/TotalRevenuePerForm990Amt02218605
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-9583249
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01808871
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0179537
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1145578
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2168038
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt017313
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt114191
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt216203
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt016354
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt113006
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt213076
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt02385
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt140286
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt2805
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MARK KONTOS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1MARYLIN ALMA KEATING
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2KAREN JOHNSEN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0MEMBER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CHAIR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2MEMBER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0215589
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1213061
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2198122
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0RFE/RL INC., A RELATED ORGANIZATION, PROVIDES THE COMPENSATION THAT IS REPRESENTED ON THE VEBA RETURN. THE RELATED ORGANIZATION'S COMPENSATION PROCESS FOR THE ORGANIZATIONS CEO/EXECUTIVE DIRECTORS INCLUDES APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THIS FORM 990 IS BEING AMENDED BECAUSE THE AUDIT OF OUR FINANCIAL STATEMENTS FOR THE CALENDAR YEAR 2022 WAS NOT COMPLETED AT THE TIME OF THE ORIGINAL FILING. THE FINANCIAL INFORMATION REPORTED IN THE ORIGINAL FORM 990 WAS BASED ON PRELIMINARY, UNAUDITED FIGURES. UPON COMPLETION OF THE AUDIT, WE HAVE UPDATED THE FINANCIAL INFORMATION TO REFLECT THE AUDITED FIGURES. THE FORM 990 AND THE ADDITIONAL SCHEDULES THAT HAVE BEEN AMENDED ARE LISTED BELOW: BASIC INFORMATION ON PAGE 1 PART I PART IV PARTS VI THROUGH XII SCHEDULE D SCHEDULE O SCHEDULE R
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE RFE/RL BENEFITS COMMITTEE HAS RESOLUTION TO ACT AS THE GOVERNING BOARD ON TOPICS RELATING TO BENEFITS. THE COMMITTEE CONSISTS OF THE FOLLOWING RFE/RL STAFF: HEAD OF HR, ASSOCIATE DIRECTOR OF COMPENSATION & BENEFITS, CFO, BUDGET DIRECTOR, AND CONTROLLER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TAX RETURN WAS PREPARED BY OUTSIDE ACCOUNTANTS, REVIEWED BY THE RELATED ORGANIZATION'S ACCOUNTING MANAGEMENT TEAM, AND SUBMITTED TO THE BENEFITS COMMITTEE AND TO THE BOARD FOR THEIR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, LINE B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 1A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd11
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0RFERL INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0RFERL INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1FREEDOM BROADCASTING FOUNDATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0521068522
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1131669433
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0DE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0REPORTING NEWS WHERE FREE PRESS IS BANNED OR NOT FULLY ESTABLISHED.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1AID IN THE CAUSE FOR FREEDOM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01201 CONNECTICUT AVE NW 4TH FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11201 CONNECTICUT AVE NW 4TH FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WASHINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1WASHINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd020036
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd120036
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt013529
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1631872
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0RFERL INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1RFERL INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0P
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1S
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt052228970
IRS990/TotalAssetsEOYAmt040836850
IRS990/TotalAssetsGrp/BOYAmt052228970
IRS990/TotalAssetsGrp/EOYAmt040836850
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01808871
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt052228970
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt040836850
IRS990/TotalOtherCompensationAmt0112650
IRS990/TotalProgramServiceRevenueAmt0615999
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01602606
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0615999
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02218605
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt052228970
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt040836850
IRS990/TotReportableCompRltdOrgAmt0716092
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01250 CONNECTICUT AVE NW SUITE 450
IRS990/USAddress/CityNm0WASHINGTON
IRS990/USAddress/StateAbbreviationCd0DC
IRS990/USAddress/ZIPCd020036
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.RFERL.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0RFE/RL DIRECTOR, FINANCIAL PLA
ReturnHeader/BusinessOfficerGrp/PhoneNum02024576941
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RFERL INC WELFARE BENEFIT PLAN FOR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0RETIREES
ReturnHeader/Filer/BusinessNameControlTxt0RFER
ReturnHeader/Filer/EIN0522047324
ReturnHeader/Filer/PhoneNum02024576941
ReturnHeader/Filer/USAddress/AddressLine1Txt01250 CONNECTICUT AVE NW SUITE 450
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020036
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04 BATTERYMARCH PARK SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0QUINCY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002169
ReturnHeader/PreparerPersonGrp/PhoneNum07819821001
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIELLE NIHILL
ReturnHeader/ReturnTs02025-11-03T10:16:46-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings