Research Foundation Post-Retirement Benefits Plan

EIN: 800412424 Mutual Benefit

Albany, NY

Total Revenue
$28,232,047
Total Expenses
$28,232,047
Total Assets
$306,654,587
Net Assets
N/A
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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
NY
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.

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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%)

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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

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Governance

Voting Members
1
Independent Members
1
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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
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
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