Research Triangle Institue Post Retirement Health Benefits Trust

Rtp, NC
Tax-exempt since April 1997
EIN: 56-1855400

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Type of Nonprofit

Designated as a 501(c)(9) Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Revenue

$1.43M (2023)

Expenses

$530k (2023)

Total Assets

$14.4M (2023)

Total Liabilities

$21.9k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Sept.
2023

Revenue

$1,433,419

Expenses

$529,531

Net Income

$903,888

Net Assets

$14,425,174

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$236,900	16.5%
Investment Income	$436,286	30.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$760,233	53.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$54,121	10.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$14,447,024
Total Liabilities	$21,850
Net Assets	$14,425,174

Compensation

Key Employees and Officers	Compensation	Related	Other
Principal Bank Trustee (None)	$54,121	$0	$0

990

Filed on Aug. 12, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Sept.
2022

Revenue

$998,879

Expenses

$908,208

Net Income

$90,671

Net Assets

$13,287,800

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$549,259	55.0%
Investment Income	$291,139	29.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$158,481	15.9%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$56,956	6.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$13,306,406
Total Liabilities	$18,606
Net Assets	$13,287,800

Compensation

Key Employees and Officers	Compensation	Related	Other
Principal Bank Trustee (None)	$56,956	$0	$0

990

Filed on Aug. 11, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Sept.
2021

Revenue

$2,096,921

Expenses

$1,905,615

Net Income

$191,306

Net Assets

$16,533,762

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,120,049	53.4%
Investment Income	$240,593	11.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$736,279	35.1%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$58,948	3.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$16,548,725
Total Liabilities	$14,963
Net Assets	$16,533,762

Compensation

Key Employees and Officers	Compensation	Related	Other
Wells Fargo Bank Na Trustee (None)	$58,948	$0	$0

990

Filed on Aug. 11, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Sept.
2020

Revenue

$1,638,417

Expenses

$1,642,141

Net Income

-$3,724

Net Assets

$14,411,173

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,270,084	77.5%
Investment Income	$280,851	17.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$87,482	5.3%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$54,944	3.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$14,870,413
Total Liabilities	$459,240
Net Assets	$14,411,173

Compensation

Key Employees and Officers	Compensation	Related	Other
Wells Fargo Bank Na Trustee (None)	$54,944	$0	$0

990

Filed on Aug. 11, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Sept.
2019

Revenue

$1,606,003

Expenses

$1,854,573

Net Income

-$248,570

Net Assets

$13,579,814

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,104,007	68.7%
Investment Income	$309,104	19.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$192,892	12.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$54,117	2.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$13,593,657
Total Liabilities	$13,843
Net Assets	$13,579,814

Compensation

Key Employees and Officers	Compensation	Related	Other
Wells Fargo Bank Na Trustee (None)	$54,117	$0	$0

990

Filed on Aug. 10, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Sept.
2018

Revenue

$2,267,072

Expenses

$1,802,426

Net Income

$464,646

Net Assets

$13,810,753

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,673,145	73.8%
Investment Income	$256,247	11.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$337,680	14.9%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$54,454	3.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$13,824,640
Total Liabilities	$13,887
Net Assets	$13,810,753

Compensation

Key Employees and Officers	Compensation	Related	Other
Wells Fargo Bank Na Trustee (None)	$54,454	$0	$0

990

Filed on Aug. 15, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Sept.
2017

Revenue

$1,973,219

Expenses

$1,860,375

Net Income

$112,844

Net Assets

$12,991,083

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,560,928	79.1%
Investment Income	$224,041	11.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$188,250	9.5%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$49,960	2.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$13,004,069
Total Liabilities	$12,986
Net Assets	$12,991,083

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2016

Revenue

$1,813,233

Expenses

$1,708,585

Net Income

$104,648

Net Assets

$11,875,734

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,329,477	73.3%
Investment Income	$229,856	12.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$253,900	14.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$41,396	2.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$11,887,664
Total Liabilities	$11,930
Net Assets	$11,875,734

Compensation

Key Employees and Officers	Compensation	Related	Other
Wells Fargo Bank Na Trustee (None)	$41,396	$0	$0

990

Filed on Aug. 14, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Sept.
2015

Revenue

$1,713,062

Expenses

$1,358,386

Net Income

$354,676

Net Assets

$11,196,915

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,234,147	72.0%
Investment Income	$224,339	13.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$254,576	14.9%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$42,493	3.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$11,208,614
Total Liabilities	$11,699
Net Assets	$11,196,915

Compensation

Key Employees and Officers	Compensation	Related	Other
Wells Fargo Bank Na (Trustee)	$42,493	$0	$0

990

Filed on Aug. 3, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Sept.
2014

Revenue

$1,530,942

Expenses

$1,173,007

Net Income

$357,935

Net Assets

$11,372,432

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,174,480	76.7%
Investment Income	$215,834	14.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$140,628	9.2%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$43,486	3.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$11,383,968
Total Liabilities	$11,536
Net Assets	$11,372,432

Compensation

Key Employees and Officers	Compensation	Related	Other
Wells Fargo Bank Na (Trustee)	$43,486	$0	$0

990

Filed on July 21, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Sept.
2013

Revenue

$2,201,239

Expenses

$1,053,481

Net Income

$1,147,758

Net Assets

$10,528,631

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,665,103	75.6%
Investment Income	$234,392	10.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$301,744	13.7%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$22,815	2.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$10,538,950
Total Liabilities	$10,319
Net Assets	$10,528,631

990

Filed on Oct. 22, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Sept.
2012

Revenue

$2,063,344

Expenses

$1,088,559

Net Income

$974,785

Net Assets

$9,032,125

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,622,358	78.6%
Investment Income	$198,880	9.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$242,106	11.7%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$15,411	1.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$9,036,182
Total Liabilities	$4,057
Net Assets	$9,032,125

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2011

Revenue

$1,843,788

Expenses

$1,018,915

Net Income

$824,873

Net Assets

$7,270,439

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,548,104	84.0%
Investment Income	$140,403	7.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$155,281	8.4%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$14,024	1.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$7,274,108
Total Liabilities	$3,669
Net Assets	$7,270,439

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
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Updated December 20, 2024

Research Triangle Institue Post Retirement Health Benefits Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.43M (2023)

Expenses $530k (2023)

Total Assets $14.4M (2023)

Total Liabilities $21.9k (2023)

Tax Filings by Year

Fiscal Year Ending Sept. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Sept. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Sept. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Sept. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Sept. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Sept. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Sept. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

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990

Fiscal Year Ending Sept. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Sept. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Sept. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Sept. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Sept. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Sept. 2011

Extracted Financial Data

Revenue

$1.43M (2023)

Expenses

$530k (2023)

Total Assets

$14.4M (2023)

Total Liabilities

$21.9k (2023)

Fiscal Year Ending Sept.
2023

Fiscal Year Ending Sept.
2022

Fiscal Year Ending Sept.
2021

Fiscal Year Ending Sept.
2020

Fiscal Year Ending Sept.
2019

Fiscal Year Ending Sept.
2018

Fiscal Year Ending Sept.
2017

Fiscal Year Ending Sept.
2016

Fiscal Year Ending Sept.
2015

Fiscal Year Ending Sept.
2014

Fiscal Year Ending Sept.
2013

Fiscal Year Ending Sept.
2012

Fiscal Year Ending Sept.
2011

Fiscal Year Ending Sept.
2010

Fiscal Year Ending Sept.
2009

Fiscal Year Ending Sept.
2008

Fiscal Year Ending Sept.
2007

Fiscal Year Ending Sept.
2005

Fiscal Year Ending Sept.
2004