Civic Intelligence

Research Triangle Institute Post Retirement Health Benefits Trust

990 • Fiscal year 2013 • EIN 56-1855400

Oct 01, 2012 to Sep 30, 2013 • Filed on Jul 06, 2014

Organization Profilewww.rti.org

View Organization Page

PO Box 12194Rtp, NC 27709
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Net Margin

89th percentile

52%

Higher net margin than 89% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

78th percentile

17%

Faster asset growth than 78% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$10,538,950

Up $1,502,768 (+17%) from 2012

Net Assets

Up

$10,528,631

Up $1,496,506 (+17%) from 2012

Liabilities

Up

$10,319

Up $6,262 (+154%) from 2012

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin89th percentile

Revenue

$2,201,239

No earlier filing loaded for comparison.

Expenses

Down

$1,053,481

Down $35,078 (-3.2%) from 2012

Net Income

$1,147,758

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$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

2013

Assets$10,538,950
Liabilities$10,319
Net Assets$10,528,631
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$2,201,239
Expenses$1,053,481
Net Income$1,147,758
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2012 to Sep 30, 2013
Signed
Jul 6, 2014
Return Version
2012v2.0
Gross Receipts
$13,092,719
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.

Filing and Contact Details

Filer

EIN
56-1855400
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.

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IRS990ScheduleO/GeneralExplanation/Explanation0The 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 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 representatives from human resources, accounting and treasury. As Trustee of the VEBA, Wells Fargo Bank holds and administers the trust fund, pursuant to the terms of the trust agreement.
IRS990ScheduleO/GeneralExplanation/Explanation1This 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/GeneralExplanation/Explanation2The Form 990 is reviewed by the independent accounting firm PricewaterhouseCoopers. 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/GeneralExplanation/Explanation3As 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.
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IRS990/TotalOtherCompensation00
IRS990/TotalOtherRevenue00
IRS990/TotalOthProgramServiceRevenue/ExclusionAmount00
IRS990/TotalOthProgramServiceRevenue/RelatedOrExemptFunctionIncome00
IRS990/TotalOthProgramServiceRevenue/TotalRevenueColumn00
IRS990/TotalOthProgramServiceRevenue/UnrelatedBusinessRevenue00
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalProgramServiceExpense01030666
IRS990/TotalProgramServiceRevenue01665103
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg022815
IRS990/TotalRevenueCurrentYear02201239
IRS990/TotalRevenue/ExclusionAmount0536136
IRS990/TotalRevenuePriorYear02063344
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome01665103
IRS990/TotalRevenue/TotalRevenueColumn02201239
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome00
IRS990/UponRequest0X
IRS990/WhistleblowerPolicy00
IRS990/YearFormation01993
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0561855400
ReturnHeader/Filer/Name/BusinessNameLine10RESEARCH TRIANGLE INSTITUTE POST RETIREMENT HEALTH BENEFITS TRUST
ReturnHeader/Filer/NameControl0RESE
ReturnHeader/Filer/Phone09195416686
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 12194
ReturnHeader/Filer/USAddress/City0RESEARCH TRIANGLE PARK
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode027709
ReturnHeader/Officer/DateSigned02014-07-06
ReturnHeader/Officer/Name0Aylin Losavio
ReturnHeader/Officer/Phone09195416686
ReturnHeader/Officer/Title0Head of Global Tax
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-10-01
ReturnHeader/TaxPeriodEndDate02013-09-30
ReturnHeader/TaxYear02012

Document Assets

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$10,538,950
Liabilities
$10,319
Net assets
$10,528,631
Revenue
$2,201,239
Expenses
$1,053,481
Net income
$1,147,758
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)9 • $10M-$25M nonprofits