Civic Intelligence

Research Triangle Institute Post Retirement Health Benefits Trust

990 • Fiscal year 2015 • EIN 56-1855400

Oct 01, 2014 to Sep 30, 2015 • Filed on Aug 08, 2016

Organization Profilewww.rti.org

View Organization Page

PO Box 12194Research Triangle Park, NC 27709

(919) 541-6686

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

30th percentile

0.01x

Higher debt load relative to revenue than 30% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Net Margin

83rd percentile

21%

Higher net margin than 83% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

62nd percentile

$42,493

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Asset Growth

40th percentile

-1.5%

Faster asset growth than 40% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

74th percentile

12%

Faster revenue growth than 74% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$11,208,614

Down $175,354 (-1.5%) from 2014

Net Assets

Down

$11,196,915

Down $175,517 (-1.5%) from 2014

Liabilities

Up

$11,699

Up $163 (+1.4%) from 2014

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin83rd percentile

Revenue

Up

$1,713,062

Up $182,120 (+12%) from 2014

Expenses

Up

$1,358,386

Up $185,379 (+16%) from 2014

Net Income

Down

$354,676

Down $3,259 (-0.9%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2015

Assets$11,208,614
Liabilities$11,699
Net Assets$11,196,915
Open 2015 Filing

Operations Trend

Revenue Growth74th percentile

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

2015

Revenue$1,713,062
Expenses$1,358,386
Net Income$354,676
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Aug 8, 2016
Return Version
2014v6.0
Gross Receipts
$6,817,770
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$11,372,432$11,196,915▼ $175,517
Investments in Publicly Traded Securities$11,340,555$11,158,772▼ $181,783
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$11,383,968$11,208,614▼ $175,354
Other Assets Total$43,413$49,842▲ $6,429
Liabilities
Accounts Payable and Accrued Expenses$11,536$11,699▲ $163
Total Liabilities$11,536$11,699▲ $163
Net Assets / Fund Balance
Total Net Assets Fund Balance$11,372,432$11,196,915▼ $175,517
Total Liabilities and Net Assets / Fund Balance$11,383,968$11,208,614▼ $175,354
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleBaseTotal
-Trustee$42,493$42,493
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,234,147
Investment Income
$478,915
Other Revenue
$0
All Other Contributions
$0
Change in Net Assets
$354,676

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,713,062
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-530,193
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$1,182,869
Total Revenue per Form 990
$1,713,062
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$42,493
Other Expenses$29,940
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$1,285,953--$1,285,953
Current Officers, Directors, Trustees, and Key Employees$0$42,493$0$42,493
Fees for Services Other$29,940--$29,940
Total Functional Expenses$1,315,893$42,493$0$1,358,386

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,358,386
Total Expenses per Audited Statements$1,358,386
Total Expenses per Form 990$1,358,386
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$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
Backup withholding compliance
Yes
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

“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 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.”

Form 990, Part VI, Section B

“This 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.”

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

“The 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).”

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.”

Filing and Contact Details

Filer

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

Signing Officer

Name
Aylin Losavio
Title
Head of Global Tax
Phone
9195416686
Signed
2016-08-08

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
Raw XML Appendix386 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
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 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/SupplementalInformationDetail/ExplanationTxt1This 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/ExplanationTxt2The 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/SupplementalInformationDetail/ExplanationTxt3As 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/FormAndLineReferenceDesc0Form 990, Part VI, Section A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt1Research Triangle Institute
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt2Research Triangle Institute
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ForeignAddress/AddressLine1Txt015 Queens Road Central
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ForeignAddress/AddressLine1Txt1F22 667 IIND Floor
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ForeignAddress/AddressLine2Txt0Ganesh Nagar II Shakarpur
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ForeignAddress/CityNm0Central
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ForeignAddress/CityNm1New Delhi
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ForeignAddress/CountryCd0HK
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ForeignAddress/CountryCd1IN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ForeignAddress/ForeignPostalCd0110092
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ForeignAddress/ProvinceOrStateNm0Delhi
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileForeignCountryCd0HK
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileForeignCountryCd1IN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0NC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct20
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0Investment Company
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1Scientific Research and Development
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt2Scientific Research and development
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0Research Triangle Institute International (Hong Kong) Limited
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1Research Triangle Institute Global Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2Research Triangle Institute Global India Private Limited
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfEOYAssetsAmt00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfEOYAssetsAmt10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfEOYAssetsAmt20
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt20
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt03040 Cornwallis Road
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0Durham
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0NC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd027709
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0300033837
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0NC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/OwnershipPct00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PredominantIncomeTypeTxt0Excluded
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0Investment Company
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0RTI Ziptronix Equity Associates LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt0PO Box 12194
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0RTP
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0NC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd027709
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Research Triangle Institute
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0560686338
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Scientific Research
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt011
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO Box 12194
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0RTP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd027709
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt011383968
IRS990/TotalAssetsEOYAmt011208614
IRS990/TotalAssetsGrp/BOYAmt011383968
IRS990/TotalAssetsGrp/EOYAmt011208614
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt042493
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01315893
IRS990/TotalFunctionalExpensesGrp/TotalAmt01358386
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt011536
IRS990/TotalLiabilitiesEOYAmt011699
IRS990/TotalLiabilitiesGrp/BOYAmt011536
IRS990/TotalLiabilitiesGrp/EOYAmt011699
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt011372432
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt011196915
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt00
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt01315893
IRS990/TotalProgramServiceRevenueAmt01234147
IRS990/TotalReportableCompFromOrgAmt042493
IRS990/TotalRevenueGrp/ExclusionAmt0478915
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01234147
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01713062
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt011383968
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt011208614
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 12194
IRS990/USAddress/CityNm0RESEARCH TRIANGLE PARK
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd027709
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Aylin Losavio
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Head of Global Tax
ReturnHeader/BusinessOfficerGrp/PhoneNum09195416686
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Research Triangle Institute Post Retirement Health Benefits Trust
ReturnHeader/Filer/BusinessNameControlTxt0RESE
ReturnHeader/Filer/EIN0561855400
ReturnHeader/Filer/PhoneNum09195416686
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 12194
ReturnHeader/Filer/USAddress/CityNm0RESEARCH TRIANGLE PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027709
ReturnHeader/ReturnTs02016-08-03T09:29:36-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-10-01
ReturnHeader/TaxPeriodEndDt02015-09-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,208,614
Liabilities
$11,699
Net assets
$11,196,915
Revenue
$1,713,062
Expenses
$1,358,386
Net income
$354,676
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. 2015 filings • 501(c)9 • $10M-$25M nonprofits