FURP.ORG / PUBLIC DATA EXPLORER

RESEARCH TRIANGLE INSTITUTE: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
RESEARCH TRIANGLE INSTITUTE (EIN 56-0686338)
Tax period
2021-10-01 to 2022-09-30
Filed
2023-08-11
IRS object ID
202302239349301145
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-08-11T14:34:05-05:00ReturnTs
Tax Period End2022-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN920460586PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PWC US TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1600 13TH ST NW STE 1000AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN560686338EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Research Triangle InstituteBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRESEBusinessNameControlTxt
Phone9195416000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 12194AddressLine1Txt
CityResearch Triangle ParkCityNm
State AbbreviationNCStateAbbreviationCd
ZIP277092194ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMichael H Kaelin Jr CFOPersonNm
Person TitleChief Financial OfficerPersonTitleTxt
Phone9195416000PhoneNum
Signature2023-08-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMichaelPersonFirstNm
Person LastKaelin Jr CFOPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTRAVIS L PATTONPreparerPersonNm
PTINP00369623PTIN
Phone2024141000PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1RTI InternationalBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerTim J GabelPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 12194AddressLine1Txt
CityResearch Triangle ParkCityNm
State AbbreviationNCStateAbbreviationCd
ZIP277092194ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,290,406,467GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.rti.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1958FormationYr
Legal Domicile StateNCLegalDomicileStateCd
Activity Or MissionResearch 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 5,900 provides research and technical expertise to governments and businesses in more than 100 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.ActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee5409TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$18,923,091TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$2,440,261NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$14,808,143CYContributionsGrantsAmt
PY Program Service Revenue$1,077,948,495PYProgramServiceRevenueAmt
CY Program Service Revenue$1,179,594,256CYProgramServiceRevenueAmt
PY Investment Income$4,150,885PYInvestmentIncomeAmt
CY Investment Income$43,669,743CYInvestmentIncomeAmt
PY Other Revenue$155,365PYOtherRevenueAmt
CY Other Revenue-$7,358CYOtherRevenueAmt
PY Total Revenue$1,082,254,745PYTotalRevenueAmt
CY Total Revenue$1,238,064,784CYTotalRevenueAmt
PY Grants And Similar Paid$770,888PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$508,289CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$530,288,137PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$575,489,853CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$536,548,895PYOtherExpensesAmt
CY Other Expenses$606,459,789CYOtherExpensesAmt
PY Total Expenses$1,067,607,920PYTotalExpensesAmt
CY Total Expenses$1,182,457,931CYTotalExpensesAmt
PY Revenues Less Expenses$14,646,825PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$55,606,853CYRevenuesLessExpensesAmt
Total Assets BOY$863,720,584TotalAssetsBOYAmt
Total Assets EOY$795,978,443TotalAssetsEOYAmt
Total Liabilities BOY$365,799,068TotalLiabilitiesBOYAmt
Total Liabilities EOY$319,825,304TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$497,921,516NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$476,153,139NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionResearch Triangle Institute is one of the world's leading research institutes, dedicated to improving the human condition by turning knowledge into practice. Our staff of more than 5,400 provides research and technical (continued on Schedule O, Part III, Line 1) expertise to governments and businesses in more than 100 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$801,884,737ExpenseAmt
Grant$486,378GrantAmt
Revenue$888,953,292RevenueAmt
DescRESEARCH: Multidisciplinary research & development and the application of science & technology in the areas of Health Research; Drug Discovery & Development; Education & Training Research; Survey Research Services; Statistics Research; Economic & Social Research; Advanced Technology Research & Development; Energy Research; Environmental Research Services; and Laboratory & Chemistry Services; See Schedule O for expanded description of these program services.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$263,682,728ExpenseAmt
Grant$21,911GrantAmt
Revenue$290,633,606RevenueAmt
DescINTERNATIONAL DEVELOPMENT: See Schedule O for description of program services, Part III Line 4b.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,065,567,465TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (1)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document924IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee5409EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryBNForeignCountryCd
Foreign CountryCBForeignCountryCd
Foreign CountryCHForeignCountryCd
Foreign CountryCSForeignCountryCd
Foreign CountryCGForeignCountryCd
Foreign CountryECForeignCountryCd
Foreign CountryEGForeignCountryCd
Foreign CountryESForeignCountryCd
Foreign CountryETForeignCountryCd
Foreign CountryFRForeignCountryCd
Foreign CountryGHForeignCountryCd
Foreign CountryGTForeignCountryCd
Foreign CountryGVForeignCountryCd
Foreign CountryHAForeignCountryCd
Foreign CountryHOForeignCountryCd
Foreign CountryHKForeignCountryCd
Foreign CountryINForeignCountryCd
Foreign CountryIDForeignCountryCd
Foreign CountryJOForeignCountryCd
Foreign CountryKEForeignCountryCd
Foreign CountryLAForeignCountryCd
Foreign CountryLIForeignCountryCd
Foreign CountryMIForeignCountryCd
Foreign CountryMYForeignCountryCd
Foreign CountryMOForeignCountryCd
Foreign CountryMZForeignCountryCd
Foreign CountryNPForeignCountryCd
Foreign CountryNUForeignCountryCd
Foreign CountryNIForeignCountryCd
Foreign CountryOCForeignCountryCd
Foreign CountryPPForeignCountryCd
Foreign CountryPEForeignCountryCd
Foreign CountryRPForeignCountryCd
Foreign CountryRWForeignCountryCd
Foreign CountrySGForeignCountryCd
Foreign CountrySOForeignCountryCd
Foreign CountrySFForeignCountryCd
Foreign CountrySPForeignCountryCd
Foreign CountrySWForeignCountryCd
Foreign CountryTZForeignCountryCd
Foreign CountryTHForeignCountryCd
Foreign CountryUGForeignCountryCd
Foreign CountryUPForeignCountryCd
Foreign CountryAEForeignCountryCd
Foreign CountryUKForeignCountryCd
Foreign CountryZAForeignCountryCd
Foreign CountryZIForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (1)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Michael H Kaelin Jr Chief Financial OfficerBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9195416000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 12194AddressLine1Txt
CityResearch Triangle ParkCityNm
State AbbreviationNCStateAbbreviationCd
ZIP277092194ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
E Holden Separated 212022
President40.00Yes (X)$1,728,173$0$239,759
J Gibson Separated 212022
Vice President40.00Yes (X)$972,413$0$137,596
S Kornbluth Separated 11292022
Board Member2.00$54,375$965,031$47,26340.00Yes (X)
M Kaelin Jr
Vice President & CFO40.00Yes (X)$842,961$0$145,362
T Gabel
Vice President40.00Yes (X)$829,037$0$148,579Yes (X)
T Magnuson Separated 3112022
Board Member2.00$82,500$869,814$040.00Yes (X)
A Mangel
Vice President40.00Yes (X)$772,638$0$134,529
P Weisenfeld
Vice President40.00Yes (X)$783,265$0$111,944
G Story
Secretary40.00Yes (X)$757,354$0$127,541
L May Separated 312022
Former Vice President40.00Yes (X)$709,408$0$117,642
A Helwig
Vice President40.00Yes (X)$683,073$0$91,014
B Piper Separated 11182021
Divisional Director40.00$450,353$0$75,164Yes (X)
W Arden
Board Member2.00$46,500$475,000$040.00Yes (X)
F Gilliam
Board Member2.00$31,000$489,000$040.00Yes (X)
C Hill
Divisional Director40.00$461,207$0$50,084Yes (X)
P Collier
Divisional Director40.00$466,410$0$43,679Yes (X)
C Simmons
Divisional Director40.00$442,255$0$58,499Yes (X)
A Roussel New 6152022
Vice President40.00Yes (X)$448,518$0$44,319
R Williams Seperated 6302022
Board Member2.00$10,875$414,441$59,88840.00Yes (X)
H Martin
Board Member2.00$82,500$394,000$040.00Yes (X)
S Earnshaw
Divisional Director40.00$408,368$0$56,706Yes (X)
C Buchholtz
Assistant Secretary40.00Yes (X)$380,506$0$54,776
W Fairfax New 322022
Vice President40.00Yes (X)$375,512$0$57,616
C Cornwell
Vice President40.00Yes (X)$322,670$0$50,258
E Sax
Treasurer40.00Yes (X)$368,765$0$44,068
P Scott III
Chairman2.00$115,875$0$0Yes (X)
H Pinnix-Ragland
Board Member2.00$77,750$0$0Yes (X)
J Moellering
Board Member2.00$67,500$3,100$0Yes (X)
C Shaffer
Board Member2.00$67,500$0$0Yes (X)
T Darden
Board Member2.00$62,000$0$0Yes (X)
P Lange
Board Member1.00$62,000$0$040.50Yes (X)
L Carin Separated 182021
Board Member2.00$15,500$40,739$1,07040.00Yes (X)
W Mitchell
Board Member2.00$53,750$0$0Yes (X)
R Ingram Separated 1272022
Board Member2.00$49,000$0$0Yes (X)
M Powell
Board Member2.00$21,750$0$0Yes (X)
C Nye
Board Member2.00$21,750$0$0Yes (X)
J Elguera New 1242022
Vice President40.00Yes (X)$0$0$0
J Lodge New 712022
Board Member2.00$0$0$040.00Yes (X)
P Gordon-Larsen New 5172022
Board Member2.00$0$0$040.00Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$13,125,011TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$3,651,125TotReportableCompRltdOrgAmt
Total Other Compensation$1,897,356TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1564IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
HR Directions
805 Spring Forest RoadRaleighNC27609Contract Labor$22,719,510
Telligen
1776 West Lakes ParkwayWest Des MoinesIA502667771Health Management$16,122,109
NPC Inc
13710 Dunnings HwyClaysburgPA16625Contract Labor$8,685,830
IMPAQ International LLC
10420 Little Patuxent Pkwy Ste 300ColumbiaMD21044Health Management$6,864,231
IMA World Health
500 Main StreetNew WindsorMD21776Health Management$5,789,795
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K318CntrctRcvdGreaterThan100KCnt
All Other Contributions$14,808,143AllOtherContributionsAmt
Noncash Contributions$14,808,143NoncashContributionsAmt
Total Contributions$14,808,143TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Research541700$888,958,814$870,035,723$18,923,091
International Development541900$290,635,442$290,635,442
FieldValueIRS element (for citing)
Total Program Service Revenue$1,179,594,256TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$43,669,743TotalRevenueColumnAmt
Exclusion$43,669,743ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$49,557,593SecuritiesAmt
Other$2,784,090OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$49,557,593SecuritiesAmt
Other$2,784,090OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$0OtherAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescForeign Currency Gain(Loss)Desc
Business901101BusinessCd
Total Revenue Column-$7,358TotalRevenueColumnAmt
Related Or Exempt Func Income-$7,358RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total-$7,358OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,238,064,784TotalRevenueColumnAmt
Related Or Exempt Func Income$1,160,663,807RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$18,923,091UnrelatedBusinessRevenueAmt
Exclusion$43,669,743ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$486,378TotalAmt
Program Services$486,378ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$21,911TotalAmt
Program Services$21,911ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$15,776,045TotalAmt
Management And General$15,776,045ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$374,185,274TotalAmt
Program Services$333,156,313ProgramServicesAmt
Management And General$41,028,961ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$26,800,013TotalAmt
Program Services$20,925,449ProgramServicesAmt
Management And General$5,874,564ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$130,821,404TotalAmt
Program Services$102,145,345ProgramServicesAmt
Management And General$28,676,059ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$27,907,117TotalAmt
Program Services$21,789,876ProgramServicesAmt
Management And General$6,117,241ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,526,979TotalAmt
Program Services$156,264ProgramServicesAmt
Management And General$2,370,715ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$611,638TotalAmt
Program Services$101,744ProgramServicesAmt
Management And General$509,894ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$318,762TotalAmt
Management And General$318,762ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$480,070,789TotalAmt
Program Services$470,875,862ProgramServicesAmt
Management And General$9,194,927ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$30,275TotalAmt
Management And General$30,275ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$14,158,263TotalAmt
Program Services$11,643,741ProgramServicesAmt
Management And General$2,514,522ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$29,961,537TotalAmt
Program Services$27,832,599ProgramServicesAmt
Management And General$2,128,938ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$676,315TotalAmt
Program Services$676,315ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$15,612,016TotalAmt
Program Services$35,442,705ProgramServicesAmt
Management And General-$19,830,689ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$16,145,106TotalAmt
Program Services$15,699,912ProgramServicesAmt
Management And General$445,194ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$19,339,180TotalAmt
Program Services$18,737,042ProgramServicesAmt
Management And General$602,138ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$2,478,887TotalAmt
Management And General$2,478,887ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$15,171,363TotalAmt
Program Services$1,712,098ProgramServicesAmt
Management And General$13,459,265ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,439,308TotalAmt
Program Services$851,374ProgramServicesAmt
Management And General$1,587,934ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
Memberships$1,489,875$473,948$1,015,927
Business Meals$688,014$170,529$517,485
Taxes$634,206$634,206
Bad Debt$253,732$253,732$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,853,544TotalAmt
Program Services$2,414,328ProgramServicesAmt
Management And General$1,439,216ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,182,457,931TotalAmt
Program Services$1,065,567,465ProgramServicesAmt
Management And General$116,890,466ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$57,959,763BOYAmt
EOY$70,092,996EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$256,676,150BOYAmt
EOY$244,048,956EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$17,748,614BOYAmt
EOY$20,860,195EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$361,754,579LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$204,627,622LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$158,035,860BOYAmt
EOY$157,126,957EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$208,683,584BOYAmt
EOY$168,529,605EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$87,686,085BOYAmt
EOY$84,603,205EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$26,251,349BOYAmt
EOY$20,832,821EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$50,679,179BOYAmt
EOY$29,883,708EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$863,720,584BOYAmt
EOY$795,978,443EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$215,689,848BOYAmt
EOY$190,794,233EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$57,337,639BOYAmt
EOY$56,270,023EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$50,111,461BOYAmt
EOY$44,168,857EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$42,660,120BOYAmt
EOY$28,592,191EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$365,799,068BOYAmt
EOY$319,825,304EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$495,452,892BOYAmt
EOY$475,426,606EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,468,624BOYAmt
EOY$726,533EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$497,921,516BOYAmt
EOY$476,153,139EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$863,720,584BOYAmt
EOY$795,978,443EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$55,606,853ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$70,040,846NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$7,334,384OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations2SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (2 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
Duke University
5605321292Yes (1)$0$0
The University of North Carolina(UNC System)
5660013932Yes (1)$0$0
FieldValueIRS element (for citing)
Supported Organizations Total2SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported OrgYes (1)SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule A, Part I, Line 12g(i)General Explanation: Three North Carolina Universities; Duke University in Durham, The University of North Carolina in Chapel Hill and North Carolina State University in Raleigh, incorporated RTI in 1958. We are a separately operated affiliate of these schools and maintain our own staff and offices. We work with their scientists on research programs and projects and maintain such universities and businesses in the Microelectronics Center of North Carolina and North Carolina Biotechnology Center.
Schedule A, Part IV, Line 6RTI grants money to organizations based on its community-oriented mission.

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or ManagementYes (1)PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$318,762DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other Activities0OtherActivitiesInd
Total Lobbying Expenditures$318,762TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule C, Part II-B, Line 1 -FormAndLineReferenceDesc
ExplanationResearch Triangle Institute communicates the results of its independent objective research with government officials; protects its reputation for independence, objectivity and quality and seeks sufficient federal budgets for certain fields of research and development.ExplanationTxt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,674,413OtherCostOrOtherBasisAmt
Book Value$2,674,413BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$251,393,978OtherCostOrOtherBasisAmt
Depreciation$124,887,020DepreciationAmt
Book Value$126,506,958BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$100,696,745OtherCostOrOtherBasisAmt
Depreciation$79,740,602DepreciationAmt
Book Value$20,956,143BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,989,443OtherCostOrOtherBasisAmt
Book Value$6,989,443BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$157,126,957TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescGlobal Endowment Fund IIDesc
Book Value$84,603,205BookValueAmt
Method ValuationCMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$84,603,205TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Other Accrued Expenses$11,782,119
LT Operating Lease Liabilities$16,810,072
FieldValueIRS element (for citing)
Total Liability$28,592,191TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule D, Part X, Line 2 -FormAndLineReferenceDesc
ExplanationAs provided by Section 501(c)(3) of the IRC and the Internal Revenue Service's determination, the Institute's charitable, scientific, and educational operations are exempt from corporate income taxes and no provision for corporate income taxes is generally required. However, this tax exemption does not pertain to activities unrelated to the Institute's exempt purposes. The Institute's presence in certain foreign countries results in income taxation in these countries. Additionally, the Institute has several for-profit entities subject to corporate income taxation. These for-profit entities' operating losses and goodwill impairments have primarily contributed to a $2.8 million and a $3.4 million net deferred tax asset that has been offset with a full valuation allowance, as of the years ended September 30, 2022 and 2021, respectively. Income taxes associated with foreign operations, unrelated business income, and income generated by the Institute's for-profit entities are not material for the Institute. All not-for-profit (NFP) organizations, including the Institute, are subject to the provisions of Financial Accounting Standards Board (FASB) Accounting Standards Codification (ASC) Topic 740, Income Taxes, related to the accounting for uncertainty in tax positions, including the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. The tax benefit from an uncertain tax position is only recognized in the consolidated balance sheets if the tax position is more likely than not to be sustained upon examination, based on the technical merits of the position. Interest and penalties, if any, are included in tax expense in the consolidated statements of revenue, costs, and changes in Institute net assets. As of September 30, 2022, and 2021, the Institute had no uncertain tax positions that qualify for recognition or disclosure in the consolidated financial statements.ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (12 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,1062Program ServicesResearch of Economic&Social,Education,Energy,Governance&Economics,Health$12,474,282
East Asia and the Pacific - Australia, Brunei, Burma, Cambodia,34413Program ServicesResearch of Economic&Social,Education,Energy,Governance&Economics,Health$61,810,077
Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium0118Program ServicesResearch of Economic&Social,Education,Energy,Governance&Economics,Health$37,140,897
Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt,113Program ServicesResearch of Economic&Social,Education,Energy,Governance&Economics,Health$6,533,877
Russia and Neighboring States - Armenia, Azerbijan, Belarus,083Program ServicesResearch of Economic&Social,Education,Energy,Governance&Economics,Health$18,699,304
South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador,03Program ServicesResearch of Economic&Social,Education,Energy,Governance&Economics,Health,Tech$1,114,259
South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal,0114Program ServicesResearch of Economic&Social,Education,Energy,Governance&Economics,Health$17,539,234
Sub-Saharan Africa - Angola, Benin, Botswana, Burkina Faso,38606Program ServicesResearch of Economic&Social,Education,Energy,Governance&Economics,Health$140,286,895
North America - Canada and Mexico, but not the United States05Program ServicesResearch of Economic&Social,Education,Energy,Governance&Economics,Health$522,502
Sub-Saharan Africa - Angola, Benin, Botswana, Burkina Faso,Grantmaking$6,875
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,Grantmaking$7,536
East Asia and the Pacific - Australia, Brunei, Burma, Cambodia,Grantmaking$7,500
FieldValueIRS element (for citing)
Subtotal Offices83SubtotalOfficesCnt
Subtotal Employees1412SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee5ContinuationTotalEmployeeCnt
Total Office83TotalOfficeCnt
Total Employee1417TotalEmployeeCnt
Subtotal Spent$295,598,825SubtotalSpentAmt
Continuation Spent$544,413ContinuationSpentAmt
Total Spent$296,143,238TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (3 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmt
East Asia and the PacificGeneral Support$7,500$0
Sub-Saharan AfricaGeneral Support$6,875$0
Central America and the CaribbeanGeneral Support$7,536$0
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott CountriesYes (1)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part III Accounting Method:
Schedule F, Part I, Line 1RTI's International development program services are not in the nature of grantmaking. See Part III, line 4(b) of the Form 990.
Schedule F, Part I, Line 2RTI is committed to improving the human condition and helping people by giving back to the communities where we are located. As described in Schedule I, RTI seeks recommendations for worthy charitable causes. During FY22 RTI contributed to the following communities: RTI contributed $2,500 to Yayasan Doctor Peduli in Southeast Asia to improve Indonesia's health outcomes, particularly in the eastern parts through holistic healthcare services and innovative sustainable programs. RTI contributed $2,500 to Indonesian Cancer Information and Support Center Association in Southeast Asia to hold free cancer social activities such as cancer support groups, cancer education and shelter homes for poor cancer patients. RTI contributed $2,500 to Lotus Petal Charitable Foundation in India to provide education, nutritious meals, free healthcare and skill development to the children of the urban poor in India. RTI contributed $312 to Elgon East Friends Church in Africa to minister to the needy and engage in community development. RTI contributed $937 to Kibagare Academy Centre in Africa to offer local people opportunities for empowerment aimed at alleviating poverty, illiteracy, disease and social injustice. RTI contributed $937 to Kwea Centre in Africa for the provision of holistic human development towards a better society through, sensitization on matters concerning education, environmental conservation and public healthcare to the youth, women and less privileged in the community. RTI contributed $937 to Little Angels Centre for Orphans and Destitute Children in Africa to ensure children have a suitable home place with a favorable and supportive environment. RTI contributed $937 to Lukenya Pillars of Transformation in Africa to build the people's capacity with self-reliant skills through active participation in training and mentorship. RTI contributed $937 Malaika Initiative for People with Disabilities in Africa to empower, build capacity and improve the spiritual, health and socio-economic status of the Children with disabilities and their caregivers. RTI contributed $937 to Morning Star Children's Home Kenya in Africa to give less fortunate children hope and joy for a brighter future. RTI contributed $941 to Tuuru Children's Home in Africa to empower children with physical and mental challenges to reach their optimum level of self-reliance and to share with them the love of God. RTI contributed $1,884 to Fundacion Margarita Tejada for Children with Down Syndrome in Latin America to improve the quality of life of people with down syndrome and their families, promoting health, education and social awareness. RTI contributed $1,884 to Guatemala Institution: Asociacin Civil Proyecto de Rangos de Movimientos in Latin America to ensure access to high-quality prosthetic care for the underserved. RTI contributed $1,884 to Fundacin Asturias Maldonado in Latin America to advance a model PreK-13 school in which students graduate with employable skills, are self-reliant and contribute to the economic growth of their communities. RTI contributed $1,884 to AYUVI in Latin America for the treatment of pediatric cancer in Latin America.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (28 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
ALLIANCE MEDICAL MINISTRY
101 Donald Ross DrWashingtonDC20006562168673501(c)(3)$6,000$0General Support
AMERICAN NATIONAL RED CRO
431 18th Street NWRaleighNC27603530196605501(c)(3)$61,320$0General Support
BENEVOLENT HEALTHCARE FOUNDATION
10377 E Geddes AvenueTwin FallsID83301841568566501(c)(3)$25,000$0General Support
CLAYTON AREA MINISTRIES
704 East Main StreetWashingtonDC20036352391010501(c)(3)$6,000$0General Support
DURHAM JAZZ WORKSHOP INC
4608 Industry LaneNew YorkNY10013454956498501(c)(3)$10,000$0General Support
FAMILIES MOVING FORWARD
300 N Queen StreetCentennialCO80112561633998501(c)(3)$7,000$0General Support
FOOD BANK OF CENTRAL
1924 Capital BlvdClaytonNC27520561283426501(c)(3)$7,000$0General Support
FRIENDS COMMITTEE
PO Box 26751DurhamNC27713473443135501(c)(3)$7,000$0General Support
FRIENDS OF BOSTONS HOMELESS
12 Wise StreetDurhamNC27713222866770501(c)(3)$6,000$0General Support
GO GLOBAL NC COUNCIL INC
68 TW Alexander DrMontgomeryAL36104561751280501(c)(3)$10,000$0General Support
HABITAT FOR HUMANITY OF DURHAM INC
215 North Church StreetDurhamNC27701581674794501(c)(3)$6,000$0General Support
INTER-FAITH FOOD SHUTTLE
PO Box 14638RaleighNC27604561753180501(c)(3)$7,000$0General Support
JEWISH FAMILY AND CHILDRENS SERVICE
1430 Main StreetRaleighNC27617042104356501(c)(3)$6,000$0General Support
LUNG CANCER INITIATIVE OF
400 Blue Ridge Rd Ste 170RaleighNC27611262300885501(c)(3)$6,000$0General Support
MARIAM CLINIC
4441-106 Six Forks Rd Suite 388BostonMA02130203011248501(c)(3)$6,000$0General Support
NOTE IN THE POCKET INC
9650 Strickland Rd Ste 103-168DurhamNC27701462574332501(c)(3)$6,000$0General Support
OAK CITY CARES INC
1430 S Wilmington StreetFort CollinsCO80522830826329501(c)(3)$6,000$0General Support
PORCH INC
218 Lake Manor RoadWalthamMA02451272759081501(c)(3)$6,000$0General Support
SOUTH DURHAM CONNECTIONS
5800 Loyal AvenueDurhamNC27713843796595501(c)(3)$6,000$0General Support
TAMAM
9705 Broadrun DriveNew YorkNY10001812830588501(c)(3)$6,000$0General Support
TEAM TELOMERE
1562 1st Ave No 205-4093Chapel HillNC27514263776187501(c)(3)$6,000$0General Support
THE TRIANGLE NONPROFIT & VOLUNTEER
PO Box 3374Des MoinesIA50310237128378501(c)(3)$6,000$0General Support
THE WOMENS CENTER INC
210 Henderson StreetNew YorkNY10006561271474501(c)(3)$6,000$0General Support
UNITED STATES ASSOCIATION OF UNHCR
1310 L St NW Ste 450WashingtonDC20004521662800501(c)(3)$50,000$0General Support
UNITED WAY
2400 Perimeter Park Dr Ste 150MerrifieldVA22116561949103501(c)(3)$87,167$0General Support
WHITE PLAINS UNITED METHODIST CHURCH
313 SE Maynard RoadRaleighNC27603561031475501(c)(3)$6,000$0General Support
WOMENS BIRTH AND WELNESS CENTER
930 MLK Jr BlvdChapel HillNC27516200181203501(c)(3)$7,000$0General Support
WOMEN'S CENTER OF WAKE COUNTY INC
112 Cox AvenueRaleighNC27612581316004501(c)(3)$6,000$0General Support
FieldValueIRS element (for citing)
Total501c3 Org28Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule I, Part I, Line 2Consistent with our mission, RTI is committed to helping people by giving back to the communities where we are located, when possible. RTI has a process for making annual contributions at the corporate level to charitable causes. The process, governed by annual budget and consistent giving criteria, seeks staff recommendations for worthy recipient organizations. The Community Partnerships Board reviews the contributions proposed by the staff and makes a recommendation to the CEO and CFO who make the final decisions. The decisions are reported to the staff, thereby setting the program for the fiscal year. In the fourth quarter of the fiscal year, the CEO and CFO, in consultation with the Corporate Affairs, review the programs, lessons learned and prospects for its evolution. RTI also supports the United Way's mission to improve people's lives by mobilizing the caring power of communities. As part of this effort, RTI holds an annual United Way campaign in the fall, grants an annual corporate contribution to Triangle United Way, as well as, regional United Way offices, provides year round donor education and comunication and participates in local United Way efforts when possible. In addition, RTI supports educational initiatives related to our exempt purpose through the corporate sponsorship program.
Schedule I, Part II, Line I

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract ExceptionYes (1)InitialContractExceptionInd
Rebuttable Presumption Proc0RebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (26 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
E Holden Separated 212022
President$1,015,202$0$647,695$0$65,276$0$189,050$0$50,709$0$1,967,932$0$196,291$0
J Gibson Separated 212022
Vice President$597,245$0$343,016$0$32,152$0$88,868$0$48,728$0$1,110,009$0$94,290$0
S Kornbluth Separated 11292022
Board Member$54,375$800,531$0$145,000$0$19,500$0$35,296$0$14,553$54,375$1,014,880$0$0
M Kaelin Jr
Vice President & CFO$529,507$0$291,306$0$22,148$0$91,111$0$54,250$0$988,322$0$76,631$0
T Gabel
Vice President$519,903$0$286,308$0$22,826$0$90,742$0$57,837$0$977,616$0$74,896$0
T Magnuson Separated 3112022
Board Member$82,500$869,814$0$0$0$0$0$0$0$0$82,500$869,814$0$0
A Mangel
Vice President$509,636$0$238,059$0$24,943$0$87,790$0$46,739$0$907,167$0$74,219$0
P Weisenfeld
Vice President$496,511$0$267,881$0$18,873$0$84,775$0$27,169$0$895,209$0$69,925$0
G Story
Secretary$472,180$0$267,906$0$17,268$0$81,716$0$45,826$0$884,896$0$72,949$0
L May Separated 312022
Former Vice President$444,338$0$249,847$0$15,223$0$67,123$0$50,519$0$827,050$0$66,623$0
A Helwig
Vice President$447,545$0$219,266$0$16,262$0$46,917$0$44,097$0$774,087$0$0$0
B Piper Separated 11182021
Divisional Director$140,156$0$20,036$0$290,161$0$0$0$75,164$0$525,517$0$0$0
W Arden
Board Member$46,500$475,000$0$0$0$0$0$0$0$0$46,500$475,000$0$0
F Gilliam
Board Member$31,000$489,000$0$0$0$0$0$0$0$0$31,000$489,000$0$0
C Hill
Divisional Director$342,989$0$110,110$0$8,108$0$0$0$50,084$0$511,291$0$0$0
P Collier
Divisional Director$211,023$0$8,562$0$246,825$0$0$0$43,679$0$510,089$0$0$0
C Simmons
Divisional Director$349,299$0$86,547$0$6,409$0$0$0$58,499$0$500,754$0$0$0
A Roussel New 6152022
Vice President$332,340$0$110,127$0$6,051$0$0$0$44,319$0$492,837$0$0$0
R Williams Seperated 6302022
Board Member$10,875$396,566$0$0$0$17,875$0$35,296$0$25,836$10,875$475,573$0$0
H Martin
Board Member$82,500$394,000$0$0$0$0$0$0$0$0$82,500$394,000$0$0
S Earnshaw
Divisional Director$332,738$0$71,294$0$4,336$0$0$0$56,706$0$465,074$0$0$0
C Buchholtz
Assistant Secretary$293,769$0$85,000$0$1,737$0$0$0$54,776$0$435,282$0$0$0
W Fairfax New 322022
Vice President$285,683$0$88,939$0$890$0$0$0$57,616$0$433,128$0$0$0
C Cornwell
Vice President$262,068$0$60,000$0$602$0$0$0$50,258$0$372,928$0$0$0
E Sax
Treasurer$298,235$0$67,500$0$3,030$0$0$0$44,068$0$412,833$0$0$0
L Carin Separated 182021
Board Member$15,500$22,935$0$17,804$0$0$0$0$0$1,140$15,500$41,879$0$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 1aOne highly compensated employee received tax gross up payments related to their international assignment in addition to payment for housing which was included in taxable income. Personal services for tax preparation was provided to one highly compensated employee and it was included in taxable income. Exclusively for its business purposes, RTI maintains memberships to two business clubs, where leaders in industry and business gather. No taxable income has been imputed to the senior executives who use these RTI club memberships exclusively for RTI business purposes.
Part I, Line 4bThe Institute implemented a long term incentive plan designed to reward executives to ensure the organization's finances are strong and to retain executives. This plan recognizes that the executives' total compensation is below market. Rather than increasing salaries, annual incentives or supplemental retirement benefits, the Board implemented a cash based retention plan which is dependent on the Institute's continued strong performance. Amounts paid and accrued during the calendar year 2021 are as follows: E. Holden $747,824, J. Gibson $357,281, M. Kaelin $309,253, T. Gabel $303,946, A. Mangel $299,069, G. Story $289,378, P. Weisenfeld $283,827, L. May $256,776, A. Helwig $46,917. These amounts include payments totaling $725,823 which were accrued and reported in prior years as deferred compensation.
Part I, Line 7RTI maintains variable compensation plans which are reviewed and approved annually by the Compensation Committee of the Board, as well as the full Board, to establish appropriate measurable targets and objectives along with incentive amounts. Actual performance under the plans is reviewed after the performance period and approved by the Compensation Committee and full Board as well. Amounts paid under these plans during the calendar year 2021 are as follows: E. Holden $285,212, J. Gibson $168,893 M. Kaelin $149,794, T. Gabel $148,000, P. Weisenfeld $138,451, G. Story $133,192, A. Helwig $127,266, L. May $126,515, A. Mangel $101,000, A. Roussel $80,127, C. Hill $80,110, C. Buchholtz $70,000, C. Simmons $69,874, E. Sax $67,500, W. Fairfax $65,951, S. Earnshaw $61,294, C. Cornwell $60,000.
Part I, Line 8RTI recruits its executive leadership from the national labor market, and this practice can introduce variability into each executive's initial compensation package. Accordingly, amounts were paid and accrued during the 2021 calendar year that emanated from RTI's offer of employment to certain executives and these items were included in the executive's employment agreement with RTI. Amounts paid were reported as taxable income and are included in the 2021 bonus or other compensation columns for each executive that received such payment. Any unpaid accruals are included in the deferred compensation column.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
Durham County Industrial Facilities & Pollution Control Financing Authority
A561379535266711AA82007-11-29$40,560,000Finance construction of office buildings and parking deck000
Durham County Industrial Facilities & Pollution Control Financing Authority
B561379535266711AC42010-02-18$24,999,384Finance construction of office buildings and parking deck000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$41,187,495$333,770$40,853,725200800Yes (1)Yes (1)
B$25,000,732$340,956$24,659,776201100Yes (1)Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A0Yes (1)0Yes (1)00.000000.008000.00800Yes (1)0Yes (1)
B000Yes (1)00.000000.001900.00190Yes (1)0Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A00Yes (1)0Yes (1)000Yes (1)
B00Yes (1)00000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule K Part II Line3FormAndLineReferenceDesc
Explanation(a) Investment Earnings: $627,495 (b) Investment Earnings: $1,348ExplanationTxt

Schedule M IRS990ScheduleM

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Costshare4$7,707,190Cost
Yes (X)Costshare0$7,100,953Cost
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (14 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4aHEALTH RESEARCH is our largest single field of study, encompassing research that ranges from studies of the human genome and the development of new drug compounds to national surveys of health behaviors and the implementation of global health programs. Our activities in DRUG DISCOVERY AND DEVELOPMENT include working with pharmaceutical companies and government agencies to bring new medicines to market, and to ensure the safety and efficacy of those in the marketplace. As part of a comprehensive EDUCATION AND TRAINING RESEARCH program, our experts conduct rigorous studies used to assess and improve the quality of early development, education, and employment programs in the United States and many other countries. We also provide training solutions for forensic scientists and law enforcement. RTI is a leader in SURVEY RESEARCH and SURVEY STATISTICS. With a staff of highly skilled researchers using advanced data collection systems and techniques, we offer broad-based survey services for public and private sector studies. Our SURVEY RESEARCH SERVICES include study design, instrument development and evaluation, pretests and pilot studies, mail surveys, telephone surveys, face-to-face field surveys, Web surveys, records abstraction, collection of biological specimens, mixed-mode surveys, subject tracing, focus groups, and health registries. Our STATISTICS RESEARCH experts conduct complex statistical analyses to support wide ranging research programs in both laboratory and social sciences as well as ensure the quality, validity, and reliability of our research products and results by applying quality control and assurance procedures from sampling design through data collection and analysis. Our multidisciplinary ECONOMIC & SOCIAL RESEARCH team includes experts in economics, demography, health, education, urban planning, and public financing. We provide independent, objective information and analyses that help to inform and improve public policy discourse and advance economic and social development decision making in technology, economics and policy, crime and justice, and food and nutrition policy. We provide ADVANCED TECHNOLOGY RESEARCH & DEVELOPMENT services through the identification, development, application, and transfer of leading-edge technologies in areas including Materials Science; Electronics; Microfabrication; Information Technology; Innovation Advising; and Technology Economics & Policy. Our ENERGY RESEARCHERS develop advanced energy technologies to address today's significant energy challenges, such as climate change, energy security, energy efficiency, sustainability, and water conservation. Our research supports national and worldwide goals of reliable, sustainable, economically viable, and secure energy supplies. We are a leading provider of ENVIRONMENTAL RESEARCH SERVICES for the U.S. Environmental Protection Agency and other government agencies. We conduct large-scale environmental management projects for both government and industry, helping them make critical policy and regulatory decisions. Our LABORATORY & CHEMISTRY SERVICES support RTI research with state-of-the-art instrumentation, technologies, and processes. Our lab specifications and procedures emphasize quality control and excellence at every level of activity to meet the expectations and needs of our clients.
Form 990, Part III, Line 4bINTERNATIONAL DEVELOPMENT Our experts in international development are dedicated to improving the human condition in developing countries. With more than 1,400 international development staff members based around the world, we deliver advisory and training services at the national, sub-national, and local government levels, providing institutional development through the transfer of analytical tools and methods. We often work in multidisciplinary teams that cut across traditional sector boundaries. Our clients include the United States Agency for International Development, Asian Development Bank, World Bank, Inter-American Development Bank, and several agencies of the United Nations, as well as foundations and other regional and international organizations. Our INTERNATIONAL DEVELOPMENT service areas include Governance & Stabilization; International Education; International Environmental Services; Global Health; Information & Communication Technology; and Monitoring & Evaluation.
Form 990, Part VI, Section A, line 2T. Darden & R. Ingram Business Relationship; T. Darden & C. Shaffer Business Relationship; R. Ingram & C. Shaffer Business Relationship; S. Kornbluth & R. Williams Business Relationship; P. Lange & F. Gilliam Business Relationship; H. Martin & T. Magnuson Business Relationship; H. Martin & W. Arden Business Relationship; H. Martin & H. Ragland Business Relationship; H. Martin & F. Gilliam Business Relationship; C. Shaffer & T. Magnuson Business Relationship; C. Shaffer & R. Ingram Business Relationship; M. Powell & H. Martin Business Relationship; J. Lodge & R. Williams Business Relationship; J. Lodge & S. Kornbluth Business Relationship
Form 990, Part VI, Section A, line 6Research Triangle Institute is a non-profit corporation incorporated under the laws of the State of North Carolina. The Members of the corporation include the persons who at the time occupy the following positions: President, The University of North Carolina, Duke University: one member of the Board of Trustees of Duke University, appointed by the Chair of the Board of Trustees of Duke University, for one or more terms of three years; and one member of the Board of Governors of the University of North Carolina, appointed by the Chair of the Board of Governors of the University of North Carolina, for one or more terms of three years. The members shall elect the Governors, review and act on fundamental corporate transactions approved by the Governors, and take such other actions as may be required by law. No part of the earnings of the corporation shall insure to the benefit of any member or individual.
Form 990, Part VI, Section A, line 7aThe members shall elect the Governors as described in the Bylaws of the Corporation.
Form 990, Part VI, Section A, line 7bThe members shall review and act on fundamental corporate transactions approved by the Governors and take such other actions as may be required by law. Fundamental corporate transactions are described in the Articles of Incorporation.
Form 990, Part VI, Section B, line 11bThe Form 990 with required schedules was provided to the full Board of Governors prior to filing via posting on RTI's hosted board communication solution, Director's Desk. In addition, RTI management reviewed the process and steps undertaken in completing the form with the Audit and Compensation Committees of the Board, including a review of the full Form 990 with the Audit committee prior to dissemination to the full Board.
Form 990, Part VI, Section B, line 12cMembers of the Board of Governors, Officers and Key Employees are required to complete an annual conflict of interest disclosure in accordance with the organization's policies and procedures. Each disclosure is reviewed by the Audit Committee Chair, Chair of the Board of Governors, or the Chief Ethics Officer to determine whether a conflict of interest exists and if so, whether it appears to be significant and may warrant further review or recusal according to the standards and guidelines of the policy.
Form 990, Part VI, Section B, line 15Each year, Research Triangle Institute (the Institute) management seeks the review and approval of the Institute's Compensation Committee and Board of Governors (Board) to ensure that the total compensation packages for its Chief Executive Officer (CEO) and other senior executives listed below are reasonable. The CEO and other senior executives are not involved in the Compensation Committee and Board's decision regarding reasonableness of the executive compensation packages. The Compensation Committee and the Board use independent compensation surveys conducted by nationally recognized independent firms. The independent survey includes compensation paid by comparable institutions (taxable as well as non-taxable) for functionally comparable positions and in comparable positions and in comparable geographic labor markets. The Compensation Committee and Board also uses an independent executive compensation consulting firm to review the survey data and provide comments opining on the reasonableness of the compensation for the Institute's senior executives. In 2020 and 2021, the study covered the following executive positions: E. Holden, President and CEO, J. Gibson, Chief Operating Officer, T. Gabel, Executive Vice President, Social Statistical and Environmental Services, A. Mangel, Executive Vice President, Health Solutions, G. Story, Chief Legal Counsel and Government Affairs, L. May, Executive Vice President & Chief Human Resource Officer, M. Kaelin, Chief Financial Officer, P. Weisenfeld, Executive Vice President, International Development Group. Also included in the independent review were the following positions: C. Cornwell, Vice President and Corporate Controller and E. Sax, Senior Vice President and Treasurer.
Form 990, Part VI, Section C, line 19The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.
Form 990, Part VI, Section B, Line 16bRTI and its staff belong to and participate in consortiums and associations that are consistent with RTI's mission to improve the human condition. These affiliations are neither in form nor substance a joint venture for federal income taxation. While RTI has not entered into a joint venture with a taxable entity, RTI has adopted a joint venture policy in order to evaluate its participation for federal income tax purposes. Additionally, certain federal contracts are awarded on a cost share basis whereby a cost share subcontractor reimburses RTI for a percentage of the total contract costs. Cost share arrangements exist primarily with unrelated taxable entities.
Form 990, Part VII, Section A, Line 1bRTI was established in 1958 by Duke University and the University of North Carolina System as the founding tenant of Research Triangle Park in North Carolina. It has grown into one of the world's leading independent nonprofit research organizations and is dedicated to conducting research and development that improves the human condition by turning knowledge into practice. Based on RTI's corporate governance structure, compensation of those Board Members employed by supported organizations (i.e. Duke and UNC System) is reported in column (E) and was obtained from the 990 information request questionnaire that was distributed to these listed persons and Duke University. These amounts were paid by either Duke Universiy or The University of North Carolina (UNC System). Given the supporting relationship with these universities, RTI is requested to report these amounts; however, RTI has no influence over this compensation.
Form 990, Part IX, line 11gSubcontractors & Consultants: Program service expenses 344,536,541. Management and general expenses 999,118. Fundraising expenses 0. Total expenses 345,535,659. Other Services: Program service expenses 103,458,872. Management and general expenses 8,195,809. Fundraising expenses 0. Total expenses 111,654,681. Passthroughs: Program service expenses 22,880,449. Management and general expenses 0. Fundraising expenses 0. Total expenses 22,880,449.
Form 990, Part XI, line 9:Pension related changes -1,861,746. George Watts HIll Fund-Unrealized Gains (Permanently Restricted) -1,789,103. George Watts HIll Fund-Other Income (Temporarily Restricted) 53,011. Other Income/Expense Corporate Adjustments -11,392,393. Foreign Currency Translation -5,406. Interest Income 7,661,253.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
Market Certitude LLC
PO Box 12194Research Triangle ParkNC27709364262479Health Economics and Outcome ResearchNJ$0$0Research Triangle Institute
Research Triangle Institute International LLC
PO Box 12194Research Triangle ParkNC27709861462156Scientific Research and DevelopmentNC$0$340,069Research Triangle Institute

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtControlled OrganizationControlledOrganizationInd
Duke University
2138 Campus DriveDurhamNC27708560532129UniversityNC501(c)(3)Line 20
The University of North Carolina
University of North CarolinaChapel HillNC27599566001393UniversityNC501(c)(3)Line 20

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCdShare Of Total IncomeShareOfTotalIncomeAmtProvince Or StateForeignAddress/ProvinceOrStateNm
Research Triangle Institute Global Inc
3040 Cornwallis RoadResearch Triangle ParkNC27709472500213Scientific research and developmentNCResearch Triangle InstituteC$4781.00000Yes (1)
Research Triangle Institute Global India Private Limited
Scientific research and developmentResearch Triangle InstituteC$3,409,1050.99990Yes (1)F22 667 IIND Floor Ganesh Nagar IINew DelhiIN110092IN$5,344,506
RTI Syntegrity Inc
3040 Cornwallis RoadResearch Triangle ParkNC27709812649493Business ServicesNCResearch Triangle InstituteC$257,4991.00000Yes (1)$269,141
Team Syntegrity Americas Inc
981017378ConsultingRTI Syntegrity IncC1.00000Yes (1)181 Bay Street Suite 2425TorontoCAM5J 2T3CAOntario
International Resources Group Ltd
3040 Cornwallis RoadResearch Triangle ParkNC27709112777542ConsultingNCResearch Triangle InstituteC$41,482,2651.00000Yes (1)$179,180
Grupo Internacional de Recursos del Sur I R G Socidedad Anonima
ServicesInternational Resources Group LtdC1.00000Yes (1)De La Emhajada Americana Un KilometSan Jose RohrmoseCSCS
RTI Health Solutions France SAS
Health ResearchResearch Triangle InstituteC$235,0961.00000Yes (1)2 Bis Rue Tete DOrLyonFR69006FR$583,237
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Research Triangle Institute Global India Private LimitedBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeLTransactionTypeTxt
Involved$241,934InvolvedAmt
Method Of Amount DeterminationCash ValueMethodOfAmountDeterminationTxt