Research Triangle Institute (EIN 560686338) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1958

Legal Domicile

Principal Officer

Tim J Gabel

Phone

9195416000

Tax Period

2023-10-01 to 2024-09-30

Research Triangle Institute, founded in 1958, is a large national nonprofit in the Science & Technology sector that reported $1.4B in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

Research Triangle Institute is one of the world's leading research institutes, dedicated(see Sch O) to improving the human condition by turning knowledge into practice. Our staff of more than 5,300 provides research and technical expertise to governments and businesses in more than 70 countries in the areas of health and pharmaceuticals, education and training, surveys and statistics, advanced technology, international development, economic and social policy, energy and the environment and laboratory and chemistry services.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $19,362,158

Program Service Revenue $1,347,033,059

Investment Income $8,334,493

Other Revenue $28,752,303

TOTAL REVENUE $1,403,482,013

Expense Breakdown

Grants Paid $535,295

Salaries & Benefits $701,997,683

Fundraising Expenses $0

Program Expenses $1,228,603,175

Other Expenses $666,987,213

TOTAL EXPENSES $1,369,520,191

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,403,482,013	$1,246,864,577	+0.1%
Expenses	$1,369,520,191	$1,229,687,363	+0.1%
Net Income	$33,961,822	$17,177,214	+1.0%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

5388

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$8,156,392

Total Directors

$6,388,626

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
T Gabel	President	40.00	Officer Director	$1,312,245	$213,154	$1,525,399
M Kaelin Jr	Vice President & CFO	40.00	Officer	$957,409	$165,635	$1,123,044
J FrancisFormer	Former Board Member	0.00		$26,750	$55,506	$1,063,088
P Weisenfeld	Vice President	40.00	Officer	$858,543	$128,383	$986,926
G Story	Secretary	40.00	Officer	$837,034	$144,522	$981,556
J Elguera	Vice President	40.00	Officer	$633,107	$135,582	$768,689
A Roussel	Vice President	40.00	Officer	$635,485	$97,520	$733,005
J Lodge	Board Member	2.00	Director	$62,750	$56,373	$708,762
W Fairfax	Vice President	40.00	Officer	$564,682	$129,537	$694,219
C Simmons	Divisional Director	40.00	Highest	$624,786	$56,732	$681,518
A Gallimore	Board Member	2.00	Director	$13,375	$58,837	$662,227
S Earnshaw	Divisional Director	40.00	Highest	$552,469	$61,827	$614,296
H Speizer	Divisional Director	40.00	Highest	$586,845	$11,175	$598,020
W Arden	Board Member	2.00	Director	$72,000	$0	$584,279
A Helwig Former	Former Vice President	0.00		$544,844	$33,313	$578,157
T Steelman New 1242023	Board Member	2.00	Director	$0	$59,510	$560,065
H Martin	Board Member	2.00	Director	$104,500	$0	$538,348
F Gilliam	Board Member	2.00	Director	$72,000	$0	$523,926
P Gordon-Larsen	Board Member	2.00	Director	$74,000	$0	$519,271
A Bir	Divisional Director	40.00	Highest	$489,411	$28,921	$518,332
C Hill	Divisional Director	40.00	Highest	$461,465	$54,489	$515,954
C Buchholtz	Assistant Secretary	40.00	Officer	$420,108	$59,546	$479,654
E Sax	Treasurer	40.00	Officer	$407,840	$48,024	$455,864
C Cornwell	Vice President	40.00	Officer	$362,988	$45,048	$408,036
A Mangel Former	Former Vice President	0.00		$279,095	$27,509	$306,604
P Scott III	Chairman	2.00	Director	$132,813	$0	$132,813
H Pinnix-Ragland	Board Member	2.00	Director	$107,188	$0	$107,188
J Moellering	Board Member	2.00	Director	$77,500	$0	$81,348
C Shaffer	Board Member	2.00	Director	$77,500	$0	$77,500
C Nye	Board Member	2.00	Director	$77,500	$0	$77,500
W Mitchell Separated 1082024	Board Member	2.00	Director	$74,000	$0	$74,000
T Darden	Board Member	2.00	Director	$72,000	$0	$72,000
P Lange	Board Member	1.00	Director	$72,000	$0	$72,000
M Powell	Board Member	2.00	Director	$72,000	$0	$72,000

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$1,403,482,013	$1,369,520,191	$935,917,785	$33,961,822
2023	$1,246,864,577	$1,229,687,363	$821,757,403	$17,177,214
2022	$1,238,064,784	$1,182,457,931	$795,978,443	$55,606,853
2021	$1,082,254,745	$1,067,607,920	$863,720,584	$14,646,825
2020	$917,894,551	$903,802,863	$734,589,682	$14,091,688
2019	$967,451,493	$960,561,799	$682,393,309	$6,889,694
2018	$965,882,534	$967,105,772	$707,333,261	$-1,223,238

Research Triangle Institute