Civic Intelligence

Research Triangle Institute Post Retirement Health Benefits Trust

EIN 56-1855400 • 501(c)9 • Research Triangle Park, NC

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Profile

Maintain medical, dental and vision benefits for retirees of rti. Up to 3,528 persons were eligible for benefits, of which 449 persons received benefits during the plan year.

PO Box 12194Research Triangle Park, NC 27709

www.rti.org

Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

Higher debt load relative to assets than 34% of similar nonprofits.

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

Liabilities / Revenue

52nd percentile

0.02x

Higher debt load relative to revenue than 52% of similar nonprofits.

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

Net Margin

79th percentile

29%

Higher net margin than 79% of similar nonprofits.

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

Top Officer Pay

66th percentile

$57,699

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 5.7% of source-year revenue.

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

Asset Growth

82nd percentile

18%

Faster asset growth than 82% of similar nonprofits.

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

Revenue Growth

6th percentile

-29%

Faster revenue growth than 6% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$17,038,106

Up $2,591,082 (+18%) from 2023

Liabilities

Up

$23,077

Up $1,227 (+5.6%) from 2023

Net Assets

Up

$17,015,029

Up $2,589,855 (+18%) from 2023

Operations
Liabilities / Revenue52nd percentileNet Margin79th percentile

Revenue

Down

$1,011,028

Down $422,391 (-29%) from 2023

Expenses

Up

$715,773

Up $186,242 (+35%) from 2023

Net Income

Down

$295,255

Down $608,633 (-67%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth82nd percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $6,831,958Liabilities 2010: $3,281Net Assets 2010: $6,828,6772010Assets 2011: $7,274,108Liabilities 2011: $3,669Net Assets 2011: $7,270,4392011Assets 2012: $9,036,182Liabilities 2012: $4,057Net Assets 2012: $9,032,1252012Assets 2013: $10,538,950Liabilities 2013: $10,319Net Assets 2013: $10,528,6312013Assets 2014: $11,383,968Liabilities 2014: $11,536Net Assets 2014: $11,372,4322014Assets 2015: $11,208,614Liabilities 2015: $11,699Net Assets 2015: $11,196,9152015Assets 2016: $11,887,664Liabilities 2016: $11,930Net Assets 2016: $11,875,7342016Assets 2017: $13,004,069Liabilities 2017: $12,986Net Assets 2017: $12,991,0832017Assets 2018: $13,824,640Liabilities 2018: $13,887Net Assets 2018: $13,810,7532018Assets 2019: $13,593,657Liabilities 2019: $13,843Net Assets 2019: $13,579,8142019Assets 2020: $14,870,413Liabilities 2020: $459,240Net Assets 2020: $14,411,1732020Assets 2021: $16,548,725Liabilities 2021: $14,963Net Assets 2021: $16,533,7622021Assets 2022: $13,306,406Liabilities 2022: $18,606Net Assets 2022: $13,287,8002022Assets 2023: $14,447,024Liabilities 2023: $21,850Net Assets 2023: $14,425,1742023Assets 2024: $17,038,106Liabilities 2024: $23,077Net Assets 2024: $17,015,0292024

Highlighted filing

2024

Assets$17,038,106
Liabilities$23,077
Net Assets$17,015,029
Open 2024 Filing

Operations Trend

Revenue Growth6th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $962,5442010Expenses 2011: $1,018,9152011Expenses 2012: $1,088,5592012Revenue 2013: $2,201,239Expenses 2013: $1,053,481Net Income 2013: $1,147,7582013Revenue 2014: $1,530,942Expenses 2014: $1,173,007Net Income 2014: $357,9352014Revenue 2015: $1,713,062Expenses 2015: $1,358,386Net Income 2015: $354,6762015Revenue 2016: $1,813,233Expenses 2016: $1,708,585Net Income 2016: $104,6482016Revenue 2017: $1,973,219Expenses 2017: $1,860,375Net Income 2017: $112,8442017Revenue 2018: $2,267,072Expenses 2018: $1,802,426Net Income 2018: $464,6462018Revenue 2019: $1,606,003Expenses 2019: $1,854,573Net Income 2019: -$248,5702019Revenue 2020: $1,638,417Expenses 2020: $1,642,141Net Income 2020: -$3,7242020Revenue 2021: $2,096,921Expenses 2021: $1,905,615Net Income 2021: $191,3062021Revenue 2022: $998,879Expenses 2022: $908,208Net Income 2022: $90,6712022Revenue 2023: $1,433,419Expenses 2023: $529,531Net Income 2023: $903,8882023Revenue 2024: $1,011,028Expenses 2024: $715,773Net Income 2024: $295,2552024

Highlighted filing

2024

Revenue$1,011,028
Expenses$715,773
Net Income$295,255
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$17,038,106
Liabilities
$23,077
Net assets
$17,015,029
Revenue
$1,011,028
Expenses
$715,773
Net income
$295,255
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.0$0.02$17.0$1.01$0.72$0.30
2023Detailed filing. Detailed filing data is available for this year.$14.4$0.02$14.4$1.43$0.53$0.90
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.3$0.02$13.3$1.00$0.91$0.09
2021Detailed filing. Detailed filing data is available for this year.$16.5$0.01$16.5$2.10$1.91$0.19
2020Detailed filing. Detailed filing data is available for this year.$14.9$0.46$14.4$1.64$1.64$0.00
2019Detailed filing. Detailed filing data is available for this year.$13.6$0.01$13.6$1.61$1.85$0.25
2018Detailed filing. Detailed filing data is available for this year.$13.8$0.01$13.8$2.27$1.80$0.46
2017Summary only. Only limited summary data is available for this year.$13.0$0.01$13.0$1.97$1.86$0.11
2016Detailed filing. Detailed filing data is available for this year.$11.9$0.01$11.9$1.81$1.71$0.10
2015Detailed filing. Detailed filing data is available for this year.$11.2$0.01$11.2$1.71$1.36$0.35
2014Detailed filing. Detailed filing data is available for this year.$11.4$0.01$11.4$1.53$1.17$0.36
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.5$0.01$10.5$2.20$1.05$1.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.04$0.00$9.03$1.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.27$0.00$7.27$1.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.83$0.00$6.83$0.96
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 8, 2025
Return Version
2023v6.0
Gross Receipts
$2,674,486
Mission and Program Overview

Mission

Maintain medical, dental and vision benefits for retirees of rti. Up to 3,280 persons were eligible for benefits, of which 300 persons received benefits during the plan year.

Maintain medical, dental and vision benefits for retirees of rti.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$14,411,465$17,027,682▲ $2,616,217
Rtn Earn Endowment Incm Other Fnds$14,425,174$17,015,029▲ $2,589,855
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$14,447,024$17,038,106▲ $2,591,082
Other Assets Total$35,559$10,424▼ $25,135
Liabilities
Accounts Payable and Accrued Expenses$21,850$23,077▲ $1,227
Total Liabilities$21,850$23,077▲ $1,227
Net Assets / Fund Balance
Total Net Assets Fund Balance$14,425,174$17,015,029▲ $2,589,855
Total Liabilities and Net Assets / Fund Balance$14,447,024$17,038,106▲ $2,591,082
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleBaseTotal
-None$57,699$57,699
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$256,700
Investment Income
$754,328
Other Revenue
$0
Change in Net Assets
$295,255

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,011,028
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$2,294,600
Total Revenue per Audited Statements
$3,305,628
Total Revenue per Form 990
$1,011,028
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$57,699
Other Expenses$39,667
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$618,407
Current Officers, Directors, Trustees, and Key Employees---$57,699
Fees for Services Other---$39,667
Total Functional Expenses$0$0$0$715,773

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$715,773
Total Expenses per Audited Statements$715,773
Total Expenses per Form 990$715,773
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
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 B, line 11B

“The form 990 is reviewed by the independent accounting firm PWC US TAX LLP. In addition, a copy of the Form 990 is provided to senior management personnel of Research Triangle Institute who are responsible for the financials of the RTI International Retiree Health Plan, for which this VEBA trust was established under IRC Section 501(c)(9).”

Form 990, Part VI, Section C, line 19

“As a 501(c)(9) organization, the trust is not required to make these documents available to the general public. Participants of the RTI International Retiree Health Plan are entitled to examine and obtain copies of plan documents and related program information in accordance with ERISA.”

Form 990, Part VI, Section A

“The Research Triangle Institute Post Retirement Health Benefits Trust was established by Research Triangle Institute to set aside funds to pay for benefits under the RTI International Retiree Health Plan. This trust is a voluntary employee benefits association (VEBA) under Section 501(c)(9) of the Internal Revenue Code. As Plan Administrator, the RTI International Employee Benefits Committee is responsible for maintaining compliance with the plan document, ERISA, and the trust agreement. Members of this committee and delegates thereof include RTI senior management respresentatives from human resources, accounting and treasury. As Trustee of the VEBA, Principal Bank holds and administers the trust fund, pursuant to the terms of the trust agreement.”

Form 990, Part VI, Section B

“The trust is a voluntary employee benefits association (VEBA) under IRC Section 501(c)(9). The trustee is a bank that has a fiduciary duty to manage investments in the interest of the beneficiaries and operates pursuant to a stringent code of conduct. This VEBA trust does not have any employees, therefore, there are no processes related to employee compensation.”

Filing and Contact Details

Filer

Filer Name
Research Triangle Institute Post Retirem
EIN
56-1855400
Phone
9195416686
Address
PO BOX 12194, RESEARCH TRIANGLE PARK, NC 27709

Signing Officer

Name
Alonzo Cole Jr
Title
Tax Manager
Phone
9195416686
Signed
2025-08-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael H Kaelin Jr
Formed
1993
Legal Domicile
Nc
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Pwc US Tax Llp
Address
600 13TH ST NW STE 1000, WASHINGTON, DC 20005
Preparer
Travis L Patton
Phone
2024141000
Raw XML Appendix285 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The form 990 is reviewed by the independent accounting firm PWC US TAX LLP. In addition, a copy of the Form 990 is provided to senior management personnel of Research Triangle Institute who are responsible for the financials of the RTI International Retiree Health Plan, for which this VEBA trust was established under IRC Section 501(c)(9).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1As a 501(c)(9) organization, the trust is not required to make these documents available to the general public. Participants of the RTI International Retiree Health Plan are entitled to examine and obtain copies of plan documents and related program information in accordance with ERISA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Research Triangle Institute Post Retirement Health Benefits Trust was established by Research Triangle Institute to set aside funds to pay for benefits under the RTI International Retiree Health Plan. This trust is a voluntary employee benefits association (VEBA) under Section 501(c)(9) of the Internal Revenue Code. As Plan Administrator, the RTI International Employee Benefits Committee is responsible for maintaining compliance with the plan document, ERISA, and the trust agreement. Members of this committee and delegates thereof include RTI senior management respresentatives from human resources, accounting and treasury. As Trustee of the VEBA, Principal Bank holds and administers the trust fund, pursuant to the terms of the trust agreement.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The trust is a voluntary employee benefits association (VEBA) under IRC Section 501(c)(9). The trustee is a bank that has a fiduciary duty to manage investments in the interest of the beneficiaries and operates pursuant to a stringent code of conduct. This VEBA trust does not have any employees, therefore, there are no processes related to employee compensation.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALONZO COLE JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TAX MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum09195416686
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Research Triangle Institute Post Retirem
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Post Retirement Health Benefits Trust
ReturnHeader/Filer/BusinessNameControlTxt0RESE
ReturnHeader/Filer/EIN0561855400
ReturnHeader/Filer/PhoneNum09195416686
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 13TH ST NW STE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WASHINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0DC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020005
ReturnHeader/PreparerPersonGrp/PhoneNum02024141000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRAVIS L PATTON
ReturnHeader/ReturnTs02025-08-08T10:58:26-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

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