Research Foundation Post-Retiremen… - Form 990 Financial Data

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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

2009

Legal Domicile

Phone

5184347050

Tax Period

2023-01-01 to 2023-12-31

Research Foundation Post-Retirement Benefits Plan, founded in 2009, is a mid-sized nonprofit in the Mutual Benefit sector that reported $28.2M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

TO PROVIDE POST-RETIREMENT BENEFITS TO ELIGIBLE PARTICIPANTS.

Program Service Accomplishments

Program 1

Expenses: $0 Revenue: $0

THE FILING ORGANIZATION IS A VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION (VEBA) TRUST, ESTABLISHED TO ACCOMPLISH THE FOLLOWING ACTIVITIES: THE PAYMENT OF HEALTH CARE AND DENTAL RELATED CLAIMS OF ELIGIBLE RETIREES OF THE RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK (EIN 14-1368361), MANAGEMENT OF THE INVESTMENT PORTFOLIO THAT HAS BEEN FUNDED TO PAY FOR CURRENT AND FUTURE CLAIMS OF THOSE RETIREES, RECEIPT AND PROCESSING OF CONTRIBUTIONS FROM THE RETIREES AS APPLICABLE, AND RECEIPT AND PROCESSING OF FUNDING FROM THE RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK.

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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 $7,718,920

Investment Income $20,513,127

Other Revenue $0

TOTAL REVENUE $28,232,047

Expense Breakdown

Grants Paid $0

Salaries & Benefits $45,431

Fundraising Expenses $0

Program Expenses $0

Other Expenses $11,523,008

TOTAL EXPENSES $28,232,047

Year-over-Year Comparison

	2023	2022	Change
Revenue	$28,232,047	$24,928,827	+0.1%
Expenses	$28,232,047	$24,928,827	+0.1%
Net Income	$0	$0	N/A

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	TRUSTEE	1.0		$45,431	$0	$45,431

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	No data	No data	No data	No data
2023	$28,232,047	$28,232,047	$306,654,587	No data
2022	$24,928,827	$24,928,827	$292,932,224	No data
2021	$36,534,033	$36,534,033	$322,437,363	No data
2020	$15,921,571	$15,921,571	$294,151,530	No data
2019	$21,038,844	$21,038,844	$261,749,797	No data
2018	$15,561,113	$15,561,113	$225,817,667	No data

Research Foundation Post-Retirement Benefits Plan