Research Triangle Institute Post Retirem Post Retirement Health Benefits Trust (EIN 561855400) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1993

Legal Domicile

Principal Officer

MICHAEL H KAELIN JR

Phone

9195416686

Tax Period

2023-10-01 to 2024-09-30

Research Triangle Institute Post Retirem Post Retirement Health Benefits Trust, founded in 1993, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2023. Revenue fell 29% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $295K, a strong 29% operating margin.

Mission

MAINTAIN MEDICAL, DENTAL AND VISION BENEFITS FOR RETIREES OF RTI.

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Trantor Score

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

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $256,700

Investment Income $754,328

Other Revenue $0

TOTAL REVENUE $1,011,028

Expense Breakdown

Grants Paid $0

Salaries & Benefits $57,699

Fundraising Expenses $0

Other Expenses $39,667

TOTAL EXPENSES $715,773

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,011,028	$1,433,419	-0.3%
Expenses	$715,773	$529,531	+0.4%
Net Income	$295,255	$903,888	-0.7%

Key Indicators

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

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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	NONE	2.00		$57,699	$0	$57,699

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	$1,011,028	$715,773	$17,038,106	$295,255
2023	$1,433,419	$529,531	$14,447,024	$903,888
2022	$998,879	$908,208	$13,306,406	$90,671
2021	$2,096,921	$1,905,615	$16,548,725	$191,306
2020	$1,638,417	$1,642,141	$14,870,413	$-3,724
2019	$1,606,003	$1,854,573	$13,593,657	$-248,570
2018	$2,267,072	$1,802,426	$13,824,640	$464,646

Research Triangle Institute Post Retirem Post Retirement Health Benefits Trust