Liabilities / Assets
56th percentile
Higher debt load relative to assets than 56% of similar nonprofits.
Research Triangle Institute Post Retirement Health Benefits Trust
990 • Fiscal year 2020 • EIN 56-1855400
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.03x
Liabilities / Revenue
87th percentile
Higher debt load relative to revenue than 87% of similar nonprofits.
Net Margin
30th percentile
Higher net margin than 30% of similar nonprofits.
Top Officer Pay
66th percentile
Higher top officer pay than 66% of similar nonprofits.
Top officer pay equals 3.4% of source-year revenue.
Asset Growth
58th percentile
Faster asset growth than 58% of similar nonprofits.
Revenue Growth
56th percentile
Faster revenue growth than 56% of similar nonprofits.
Balance Sheet
Assets
Up$14,870,413
Up $1,276,756 (+9.4%) from 2019
Net Assets
Up$14,411,173
Up $831,359 (+6.1%) from 2019
Liabilities
Up$459,240
Up $445,397 (+3217%) from 2019
Revenue And Expenses
Revenue
Up$1,638,417
Up $32,414 (+2.0%) from 2019
Expenses
Down$1,642,141
Down $212,432 (-11%) from 2019
Net Income
Up-$3,724
Up $244,846 (+99%) from 2019
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Oct 1, 2019 to Sep 30, 2020
- Signed
- Aug 11, 2021
- Return Version
- 2019v5.2
- Gross Receipts
- $4,873,332
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
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $13,593,024 | $14,870,396 | ▲ $1,277,372 |
| Rtn Earn Endowment Incm Other Fnds | $13,579,814 | $14,411,173 | ▲ $831,359 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $13,593,657 | $14,870,413 | ▲ $1,276,756 |
| Other Assets Total | $633 | $17 | ▼ $616 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $13,843 | $459,240 | ▲ $445,397 |
| Total Liabilities | $13,843 | $459,240 | ▲ $445,397 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $13,579,814 | $14,411,173 | ▲ $831,359 |
| Total Liabilities and Net Assets / Fund Balance | $13,593,657 | $14,870,413 | ▲ $1,276,756 |
Compensation and Service Providers
Employees
| Name | Title | Base | Total |
|---|---|---|---|
| - | None | $54,944 | $54,944 |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $0
- Program Service Revenue
- $1,270,084
- Investment Income
- $368,333
- Other Revenue
- $0
- Change in Net Assets
- $-3,724
Audited Revenue Reconciliation
- Revenue per Audited Statements
- $1,638,417
- Revenue Not Reported on Financial Statements
- $0
- Revenue Not Reported on Form 990
- $835,083
- Total Revenue per Audited Statements
- $2,473,500
- Total Revenue per Form 990
- $1,638,417
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Other Expenses | $56,585 |
| Salaries, Compensation, and Employee Benefits | $54,944 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | - | - | - | $1,530,612 |
| Fees for Services Other | - | - | - | $56,585 |
| Current Officers, Directors, Trustees, and Key Employees | - | - | - | $54,944 |
| Total Functional Expenses | $0 | $0 | $0 | $1,642,141 |
Audited Expense Reconciliation
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $1,642,141 |
| Total Expenses per Audited Statements | $1,642,141 |
| Total Expenses per Form 990 | $1,642,141 |
| 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 Item | Amount |
|---|---|
| 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 PricewaterhouseCoopers. In addition, a copy of the Form 990 is provided to senior management personnel of Research Triangle Institute who ware 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, Wells Fargo 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.”
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 ware 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
- EIN
- 56-1855400
- Phone
- 9195416686
- Address
- PO BOX 12194, RESEARCH TRIANGLE PARK, NC 27709
Signing Officer
- Name
- Ronda Kamin
- Title
- Tax Manager
- Phone
- 9195416686
- Signed
- 2021-08-11
- 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
- Pricewaterhousecoopers Llp
- Address
- 600 13TH ST NW STE 1000, WASHINGTON, DC 20005
- Preparer
- Travis L Patton
- Phone
- 2024141000
Raw XML Appendix290 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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| IRS990/MissionDesc | 0 | MAINTAIN MEDICAL, DENTAL AND VISION BENEFITS FOR RETIREES OF RTI. UP TO 3,581 PERSONS WERE ELIGIBLE FOR BENEFITS, OF WHICH 395 PERSONS RECEIVED BENEFITS DURING THE PLAN YEAR. |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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 ware 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/ExplanationTxt | 1 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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, Wells Fargo Bank holds and administers the trust fund, pursuant to the terms of the trust agreement. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | 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 ware 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/ExplanationTxt | 5 | 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. |
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| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 1642141 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 13843 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 459240 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 13843 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 459240 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 13579814 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 14411173 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 1270084 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 54944 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 368333 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 1270084 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 1638417 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 13593657 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 14870413 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | PO BOX 12194 |
| IRS990/USAddress/CityNm | 0 | Research Triangle Park |
| IRS990/USAddress/StateAbbreviationCd | 0 | NC |
| IRS990/USAddress/ZIPCd | 0 | 27709 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 1 |
| IRS990/VotingMembersIndependentCnt | 0 | 1 |
| IRS990/WebsiteAddressTxt | 0 | www.rti.org |
| IRS990/WhistleblowerPolicyInd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | RONDA KAMIN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TAX MANAGER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9195416686 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-08-11 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Research Triangle Institute |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | Post Retirement Health Benefits Trust |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | RESE |
| ReturnHeader/Filer/EIN | 0 | 561855400 |
| ReturnHeader/Filer/PhoneNum | 0 | 9195416686 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 12194 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | RESEARCH TRIANGLE PARK |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 27709 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 134008324 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | PRICEWATERHOUSECOOPERS LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 600 13TH ST NW STE 1000 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | WASHINGTON |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | DC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 20005 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2024141000 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | TRAVIS L PATTON |
| ReturnHeader/ReturnTs | 0 | 2021-08-11T15:24:43-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2019-10-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-09-30 |
| ReturnHeader/TaxYr | 0 | 2019 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2020 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $14,870,413
- Liabilities
- $459,240
- Net assets
- $14,411,173
- Revenue
- $1,638,417
- Expenses
- $1,642,141
- Net income
- -$3,724