Nonprofit · EIN 56-1855400
RESEARCH TRIANGLE INSTITUE POST RETIREMENT HEALTH BENEFITS TRUST
Tax-exempt · RTP, NC 27709
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $1,108,385 | $1,384,074 | -$275,689 | $18,361,312 | $910,119 | $17,451,193 |
| September 30, 2024 | 990 | $1,011,028 | $715,773 | $295,255 | $17,038,106 | $23,077 | $17,015,029 |
| September 30, 2023 | 990 | $1,433,419 | $529,531 | $903,888 | $14,447,024 | $21,850 | $14,425,174 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $356,027
- Investment income
- $752,358
- Net gain from sales of assets
- $258,797
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $1,232,422
- Compensation of officers, directors and key employees
- $58,865
- Salaries, compensation and benefits (total)
- $58,865
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $17,038,106
- Total assets, end of year
- $18,361,312
- Total liabilities, end of year
- $910,119
- Net assets, end of year
- $17,451,193
- Publicly traded securities
- $18,179,870
- Gross receipts
- $3,487,907
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1993
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PRINCIPAL BANK TRUSTEE | NONE Institutional trustee | 2 | $58,865 |
990 for the year ended September 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PRINCIPAL BANK TRUSTEE | NONE Institutional trustee | 2 | $57,699 |
990 for the year ended September 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PRINCIPAL BANK TRUSTEE | NONE Institutional trustee | 2 | $54,121 |
Address and contacts
- Address (IRS master file)
- PO BOX 12194, RTP, NC 27709-2194
- Principal officer (990 for 2024)
- MICHAEL H KAELIN JR, PO BOX 12194, Research Triangle Park, NC 27709
- Signed the 990
- RACHEL PUCKETT, DIRECTOR, GLOBAL TAX & PAYROLL
- Phone
- (919) 541-8799
- Website
- www.rti.org
- Return prepared by
- PWC US TAX LLP
Mission
MAINTAIN MEDICAL, DENTAL AND VISION BENEFITS FOR RETIREES OF RTI. UP TO 3,686 PERSONS WERE ELIGIBLE FOR BENEFITS, OF WHICH 665 PERSONS RECEIVED BENEFITS DURING THE PLAN YEAR.
Program accomplishments
- PROVIDED MEDICAL, PRESCRIPTION DRUG, VISION AND DENTAL BENEFITS TO ELIGIBLE RETIREES AND THEIR DEPENDENTS. (665 PERSONS)revenue $356,027
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 56-1855400
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1997
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $18,361,312
- Income (IRS master file)
- $3,487,907
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $1,108,385 | $1,384,074 | $18,361,312 | XML |
| 990 | September 2024 | $1,011,028 | $715,773 | $17,038,106 | XML |
| 990 | September 2023 | $1,433,419 | $529,531 | $14,447,024 | XML |
| 990 | September 2022 | $998,879 | $908,208 | $13,306,406 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 56-1855400).
Questions about RESEARCH TRIANGLE INSTITUE POST RETIREMENT HEALTH BENEFITS TRUST
- What is the EIN of RESEARCH TRIANGLE INSTITUE POST RETIREMENT HEALTH BENEFITS TRUST?
- The employer identification number (EIN) of RESEARCH TRIANGLE INSTITUE POST RETIREMENT HEALTH BENEFITS TRUST is 56-1855400.
- Is RESEARCH TRIANGLE INSTITUE POST RETIREMENT HEALTH BENEFITS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1997.
- Are donations to RESEARCH TRIANGLE INSTITUE POST RETIREMENT HEALTH BENEFITS TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does RESEARCH TRIANGLE INSTITUE POST RETIREMENT HEALTH BENEFITS TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of RESEARCH TRIANGLE INSTITUE POST RETIREMENT HEALTH BENEFITS TRUST due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did RESEARCH TRIANGLE INSTITUE POST RETIREMENT HEALTH BENEFITS TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of RESEARCH TRIANGLE INSTITUE POST RETIREMENT HEALTH BENEFITS TRUST?
- The 990 for the year ended September 30, 2025 names MICHAEL H KAELIN JR.
- Who are the officers and directors of RESEARCH TRIANGLE INSTITUE POST RETIREMENT HEALTH BENEFITS TRUST?
- The 990 for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $58,865 (PRINCIPAL BANK TRUSTEE, NONE).
- How much revenue does RESEARCH TRIANGLE INSTITUE POST RETIREMENT HEALTH BENEFITS TRUST have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $1,108,385, expenses of $1,384,074 and total assets of $18,361,312 at year end.
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