Civic Intelligence

Research Foundation Post-Retirement Benefits Plan

990 • Fiscal year 2012 • EIN 80-0412424

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 05, 2013

Organization ProfileWWW.RFSUNY.ORG
PO Box 9Suite12201
Siviq Scores

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

Liabilities / Assets

96th percentile

1.00x

Higher debt load relative to assets than 96% of similar nonprofits.

2012 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

87th percentile

18%

Faster asset growth than 87% of similar nonprofits.

2012 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets96th percentile

Assets

Up

$118,087,097

Up $18,120,121 (+18%) from 2011

Net Assets

Flat

$0

Flat from 2011

Liabilities

Up

$118,087,097

Up $18,120,121 (+18%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$19,329,447

Up $667,231 (+3.6%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$400M$300M$200M$100M$0Assets 2010: $96,332,959Liabilities 2010: $96,332,959Net Assets 2010: $02010Assets 2011: $99,966,976Liabilities 2011: $99,966,976Net Assets 2011: $02011Assets 2012: $118,087,097Liabilities 2012: $118,087,097Net Assets 2012: $02012Assets 2013: $139,047,752Liabilities 2013: $139,047,752Net Assets 2013: $02013Assets 2014: $156,490,878Liabilities 2014: $156,490,878Net Assets 2014: $02014Assets 2015: $172,120,148Liabilities 2015: $172,120,148Net Assets 2015: $02015Assets 2016: $200,941,177Liabilities 2016: $200,941,177Net Assets 2016: $02016Assets 2017: $229,620,499Liabilities 2017: $229,620,499Net Assets 2017: $02017Assets 2018: $225,817,667Liabilities 2018: $225,817,667Net Assets 2018: $02018Assets 2019: $261,749,797Liabilities 2019: $261,749,797Net Assets 2019: $02019Assets 2020: $294,151,530Liabilities 2020: $294,151,530Net Assets 2020: $02020Assets 2021: $322,437,363Liabilities 2021: $322,437,363Net Assets 2021: $02021Assets 2022: $292,932,224Liabilities 2022: $292,932,224Net Assets 2022: $02022Assets 2023: $306,654,587Liabilities 2023: $306,654,587Net Assets 2023: $02023Assets 2024: $328,838,119Liabilities 2024: $328,838,119Net Assets 2024: $02024

Highlighted filing

2012

Assets$118,087,097
Liabilities$118,087,097
Net Assets$0
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40M$30M$20M$10M$0Expenses 2010: $20,821,5262010Expenses 2011: $18,662,2162011Expenses 2012: $19,329,4472012Revenue 2013: $24,333,009Expenses 2013: $24,333,009Net Income 2013: $02013Revenue 2014: $25,974,354Expenses 2014: $25,974,354Net Income 2014: $02014Revenue 2015: $30,960,865Expenses 2015: $30,960,865Net Income 2015: $02015Revenue 2016: $38,543,871Expenses 2016: $38,543,871Net Income 2016: $02016Revenue 2017: $15,131,608Expenses 2017: $15,131,608Net Income 2017: $02017Revenue 2018: $15,561,113Expenses 2018: $15,561,113Net Income 2018: $02018Revenue 2019: $21,038,844Expenses 2019: $21,038,844Net Income 2019: $02019Revenue 2020: $15,921,571Expenses 2020: $15,921,571Net Income 2020: $02020Revenue 2021: $36,534,033Expenses 2021: $36,534,033Net Income 2021: $02021Revenue 2022: $24,928,827Expenses 2022: $24,928,827Net Income 2022: $02022Revenue 2023: $28,232,047Expenses 2023: $28,232,047Net Income 2023: $02023Revenue 2024: $23,316,700Expenses 2024: $23,316,700Net Income 2024: $02024

Highlighted filing

2012

Revenue-
Expenses$19,329,447
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 5, 2013
Return Version
2012v2.1
Gross Receipts
$66,828,762
Mission and Program Overview

Mission

To provide post-retirement benefits to eligible participants.

Filing and Contact Details

Filer

EIN
80-0412424
Raw XML Appendix399 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/Explanation0A COMPLETE COPY OF THE ORGANIZATION'S FINAL FORM 990 (INCLUDING ALL REQUIRED SCHEDULES), AS ULTIMATELY FILED WITH THE IRS, WAS PROVIDED TO THE VEBA TRUSTEE AND TO THE AUDIT COMMITTEE OF THE RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK'S BOARD OF DIRECTORS BEFORE ITS FILING WITH THE IRS. ALL RELEVANT FILING DOCUMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation1The Research Foundation of State University of New York Post-Retirement Benefits Plan Trust (the "VEBA Trust") does not have any employees, does not have its own officers or directors aside from an institutional trustee and the Research Foundation for the State University of New York ("the Research Foundation") as its sponsoring organization. Therefore the VEBA Trust does not have a written conflict of interest policy, a whistleblower policy, or a document retention and destruction policy. The VEBA Trust documents are retained by the Research Foundation and that organization does have a written document retention and destruction policy. Furthermore, the Research Foundation has a conflict of interest and a whistleblower policy. There are no individuals employed and/or compensated by the VEBA Trust.
IRS990ScheduleO/GeneralExplanation/Explanation2While the Trust did not have unrelated business gross income of $1,000 or more, it does file Form 990-T in order to file Form 8865 and Form 926 as attachments. Those Forms are required due to investment transactions with a foreign partnership and with foreign corporations.
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990, Part VI lines 11 and 19 - 990 Review Process
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990, Part VI - Policies
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990 Part V- Form 990-T
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IRS990ScheduleR/Form990ScheduleRPartVII/Explanation0Related organization, "Research Foundation of SUNY," EIN 14-1368361, is the contributing employer and sponsoring organization for the filing organization, which is a section 501(c)(9) VEBA. "SUNY" stated as such on Schedule R due to space limitation on the form, stands for "State University of New York." Transactions listed in Schedule R, Part V, are the employer contributions to the VEBA trust, and reimbursements by the VEBA trust of claims and administrative payments from the sponsoring organization.
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ReturnHeader/Officer/Name0MR PAUL KUTEY
ReturnHeader/Officer/Phone05184347050
ReturnHeader/Officer/Title0Fiduciary, CFO
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10KPMG LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10515 BROADWAY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0ALBANY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode012207
ReturnHeader/Preparer/Phone08605223200
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-06T16:05:00-06:00

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$118,087,097
Liabilities
$118,087,097
Net assets
$0
Revenue
-
Expenses
$19,329,447
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$329$329$0.00$23.3$23.3$0.00
2023Summary only. Only limited summary data is available for this year.$307$307$0.00$28.2$28.2$0.00
2022Summary only. Only limited summary data is available for this year.$293$293$0.00$24.9$24.9$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$322$322$0.00$36.5$36.5$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$294$294$0.00$15.9$15.9$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$262$262$0.00$21.0$21.0$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$226$226$0.00$15.6$15.6$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$230$230$0.00$15.1$15.1$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$201$201$0.00$38.5$38.5$0.00
2015Detailed filing. Detailed filing data is available for this year.$172$172$0.00$31.0$31.0$0.00
2014Detailed filing. Detailed filing data is available for this year.$156$156$0.00$26.0$26.0$0.00
2013Summary only. Only limited summary data is available for this year.$139$139$0.00$24.3$24.3$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$118$118$0.00$19.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$100.0$100.0$0.00$18.7
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$96.3$96.3$0.00$20.8
Peer Organizations

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