RESEARCH TRIANGLE INSTITUTE: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- RESEARCH TRIANGLE INSTITUTE (EIN 56-0686338)
- Tax period
- 2017-10-01 to 2018-09-30
- Filed
- 2019-08-14
- IRS object ID
- 201942269349301029
- Schema version
- 2017v2.3
- 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
- Form 990
- Schedule A
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-14T14:37:36-05:00 | ReturnTs |
| Tax Period End | 2018-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 13TH ST NW STE 1000 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560686338 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Research Triangle Institute | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RESE | BusinessNameControlTxt |
| Phone | 9195416000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 12194 | AddressLine1Txt |
| City | Research Triangle Park | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 277092194 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Michael H Kaelin Jr CFO | PersonNm |
| Person Title | Chief Financial Officer | PersonTitleTxt |
| Phone | 9195416000 | PhoneNum |
| Signature | 2019-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRAVIS L PATTON | PreparerPersonNm |
| PTIN | P00369623 | PTIN |
| Phone | 2024141000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 161.69.123.10 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-08-14 | IPDt |
| IP Tm | 14:37:32 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 18226018ED4F29DB87156D150B1B4775EFDC9A3B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RTI International | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | E Wayne Holden | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 12194 | AddressLine1Txt |
| City | Research Triangle Park | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 277092194 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,006,035,317 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.rti.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1958 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or 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 5,200 provides research and technical expertise to governments and businesses in more than 75 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 Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 4006 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $6,920,980 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $1,348,451 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $972,277,037 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $957,734,627 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,551,200 | PYInvestmentIncomeAmt |
| CY Investment Income | $17,709,214 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$1,965,171 | PYOtherRevenueAmt |
| CY Other Revenue | -$9,561,307 | CYOtherRevenueAmt |
| PY Total Revenue | $978,863,066 | PYTotalRevenueAmt |
| CY Total Revenue | $965,882,534 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $475,612 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $519,917 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $460,353,907 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $501,207,077 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $510,253,685 | PYOtherExpensesAmt |
| CY Other Expenses | $465,378,778 | CYOtherExpensesAmt |
| PY Total Expenses | $971,083,204 | PYTotalExpensesAmt |
| CY Total Expenses | $967,105,772 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,779,862 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,223,238 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $694,689,063 | TotalAssetsBOYAmt |
| Total Assets EOY | $707,333,261 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $278,270,776 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $292,491,524 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $416,418,287 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $414,841,737 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Research 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 5,200 provides research and technical (continued on Schedule O, Part III, Line 1) expertise to governments and businesses in more than 75 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 Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $624,921,126 | ExpenseAmt |
| Grant | $496,720 | GrantAmt |
| Revenue | $660,922,690 | RevenueAmt |
| Desc | RESEARCH: 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $261,253,381 | ExpenseAmt |
| Grant | $23,197 | GrantAmt |
| Revenue | $297,290,838 | RevenueAmt |
| Desc | INTERNATIONAL DEVELOPMENT: See Schedule O for description of program services, Part III Line 4b. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $886,174,507 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 1712 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 4006 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | AE | ForeignCountryCd |
| Foreign Country | BN | ForeignCountryCd |
| Foreign Country | CG | ForeignCountryCd |
| Foreign Country | CH | ForeignCountryCd |
| Foreign Country | EC | ForeignCountryCd |
| Foreign Country | EG | ForeignCountryCd |
| Foreign Country | ES | ForeignCountryCd |
| Foreign Country | ET | ForeignCountryCd |
| Foreign Country | GH | ForeignCountryCd |
| Foreign Country | GT | ForeignCountryCd |
| Foreign Country | GV | ForeignCountryCd |
| Foreign Country | HA | ForeignCountryCd |
| Foreign Country | HK | ForeignCountryCd |
| Foreign Country | ID | ForeignCountryCd |
| Foreign Country | IN | ForeignCountryCd |
| Foreign Country | JO | ForeignCountryCd |
| Foreign Country | KE | ForeignCountryCd |
| Foreign Country | LI | ForeignCountryCd |
| Foreign Country | MI | ForeignCountryCd |
| Foreign Country | MO | ForeignCountryCd |
| Foreign Country | MZ | ForeignCountryCd |
| Foreign Country | NI | ForeignCountryCd |
| Foreign Country | NP | ForeignCountryCd |
| Foreign Country | NU | ForeignCountryCd |
| Foreign Country | RP | ForeignCountryCd |
| Foreign Country | SG | ForeignCountryCd |
| Foreign Country | SP | ForeignCountryCd |
| Foreign Country | SW | ForeignCountryCd |
| Foreign Country | TH | ForeignCountryCd |
| Foreign Country | TZ | ForeignCountryCd |
| Foreign Country | UG | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Foreign Country | ZA | ForeignCountryCd |
| Foreign Country | ZI | ForeignCountryCd |
| Foreign Country | CS | ForeignCountryCd |
| Foreign Country | MY | ForeignCountryCd |
| Foreign Country | PE | ForeignCountryCd |
| Foreign Country | SO | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michael H Kaelin Jr Chief Financial Officer | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9195416000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 12194 | AddressLine1Txt |
| City | Research Triangle Park | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 277092194 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| J Gonzales Separated 51118 | |||||||||
| Board Member | 2.00 | 40.00 | Yes (X) | $41,699 | $383,083 | $0 | |||
| W Mitchell | |||||||||
| Board Member | 2.00 | Yes (X) | $41,917 | $0 | $0 | ||||
| A Rebar | |||||||||
| Board Member | 2.00 | 40.00 | Yes (X) | $41,500 | $390,125 | $0 | |||
| T Darden | |||||||||
| Board Member | 2.00 | Yes (X) | $41,998 | $0 | $0 | ||||
| H Martin | |||||||||
| Board Member | 2.00 | 40.00 | Yes (X) | $36,000 | $374,535 | $0 | |||
| R Ingram | |||||||||
| Board Member | 2.00 | Yes (X) | $41,782 | $0 | $0 | ||||
| P Wynn Jr Separated 72418 | |||||||||
| Board Member | 2.00 | 40.00 | Yes (X) | $74,500 | $223,677 | $32,385 | |||
| H Pinnix-Ragland | |||||||||
| Board Member | 2.00 | Yes (X) | $66,556 | $0 | $0 | ||||
| P Scott III | |||||||||
| Board Member | 2.00 | Yes (X) | $85,500 | $0 | $0 | ||||
| P Lange | |||||||||
| Board Member | 1.00 | 40.00 | Yes (X) | $47,000 | $283,276 | $40,235 | |||
| J Moellering | |||||||||
| Board Member | 2.00 | Yes (X) | $58,000 | $6,000 | $0 | ||||
| T Magnuson | |||||||||
| Board Member | 2.00 | 40.00 | Yes (X) | $36,358 | $547,396 | $0 | |||
| L Carin | |||||||||
| Board Member | 2.00 | 40.00 | Yes (X) | $41,500 | $405,376 | $45,617 | |||
| W Moore Jr | |||||||||
| Chairman | 2.00 | Yes (X) | $63,000 | $0 | $0 | ||||
| E Holden | |||||||||
| President | 40.00 | Yes (X) | $1,076,376 | $0 | $145,052 | Yes (X) | |||
| C Shaffer New 5318 | |||||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| C Buchholtz | |||||||||
| Assistant Secretary | 40.00 | $272,006 | $0 | $48,261 | Yes (X) | ||||
| G Story | |||||||||
| Secretary | 40.00 | $516,540 | $0 | $97,288 | Yes (X) | ||||
| E Sax | |||||||||
| Treasurer | 40.00 | $324,456 | $0 | $35,706 | Yes (X) | ||||
| J Gibson | |||||||||
| Vice President | 40.00 | $658,869 | $0 | $113,274 | Yes (X) | ||||
| L May | |||||||||
| Vice President | 40.00 | $439,732 | $0 | $74,461 | Yes (X) | ||||
| T Gabel | |||||||||
| Vice President | 40.00 | $513,887 | $0 | $88,932 | Yes (X) | ||||
| T Lomax Separated 21518 | |||||||||
| Vice President | 40.00 | $463,717 | $0 | $32,801 | Yes (X) | ||||
| A Mangel | |||||||||
| Vice President | 40.00 | $553,806 | $0 | $97,311 | Yes (X) | ||||
| C Cornwell | |||||||||
| Vice President | 40.00 | $239,625 | $0 | $27,847 | Yes (X) | ||||
| P Weisenfeld | |||||||||
| Vice President | 40.00 | $453,605 | $0 | $68,275 | Yes (X) | ||||
| M Kaelin Jr | |||||||||
| Vice President & CFO | 40.00 | $542,766 | $0 | $89,354 | Yes (X) | ||||
| L Gilliland | |||||||||
| Divisional Director | 40.00 | $390,355 | $0 | $45,050 | Yes (X) | ||||
| S Earnshaw | |||||||||
| Divisional Director | 40.00 | $427,753 | $0 | $33,324 | Yes (X) | ||||
| C Hill | |||||||||
| Divisional Director | 40.00 | $386,668 | $0 | $41,372 | Yes (X) | ||||
| C Copley-Merriman | |||||||||
| Divisional Director | 40.00 | $381,129 | $0 | $43,315 | Yes (X) | ||||
| R Zerbonia | |||||||||
| Divisional Director | 40.00 | $393,520 | $0 | $36,407 | Yes (X) | ||||
| A Williams | |||||||||
| Former Vice President | 40.00 | $212,842 | $0 | $13,085 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $8,964,962 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,613,468 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,249,352 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1269 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DPR Construction A General Partnership | |||||
| 2000 Aerial Center Pkwy Ste 118 | Morrisville | NC | 27560 | Construction Labor | $40,450,777 |
| Headway Corp Resources | |||||
| 421 Fayetteville St | Raleigh | NC | 27601 | Contract Labor | $30,616,522 |
| HR Directions | |||||
| 805 Spring Forest Road | Raleigh | NC | 27609 | Contract Labor | $17,267,285 |
| Interchurch Medical Assistance Inc | |||||
| 500 Main Street | New Windsor | MD | 21776 | International Health Care Services | $12,417,915 |
| Telligen | |||||
| 1776 West Lakes Parkway | West Des Moines | PA | 502667771 | Health Management | $10,966,088 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 347 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Research | 541700 | $660,592,371 | $653,671,391 | $6,920,980 |
| International Development | 541900 | $297,142,256 | $297,142,256 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $957,734,627 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,854,671 | TotalRevenueColumnAmt |
| Exclusion | $17,854,671 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $38,068,912 | SecuritiesAmt |
| Other | $1,938,414 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $38,068,912 | SecuritiesAmt |
| Other | $2,083,871 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | -$145,457 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$145,457 | TotalRevenueColumnAmt |
| Exclusion | -$145,457 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Foreign Currency Gain(Loss) | 900099 | $478,901 | $478,901 | $0 | $0 |
| Subsidiary Goodwill Impairment Lo | 900099 | -$10,040,208 | $0 | $0 | -$10,040,208 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$9,561,307 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $965,882,534 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $951,292,548 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $6,920,980 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,669,006 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $496,720 | TotalAmt |
| Program Services | $496,720 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,197 | TotalAmt |
| Program Services | $23,197 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,290,658 | TotalAmt |
| Management And General | $10,290,658 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $336,033,882 | TotalAmt |
| Program Services | $298,193,354 | ProgramServicesAmt |
| Management And General | $37,840,528 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,481,119 | TotalAmt |
| Program Services | $19,758,727 | ProgramServicesAmt |
| Management And General | $3,722,392 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,888,194 | TotalAmt |
| Program Services | $90,785,001 | ProgramServicesAmt |
| Management And General | $17,103,193 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,513,224 | TotalAmt |
| Program Services | $19,785,743 | ProgramServicesAmt |
| Management And General | $3,727,481 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,546,454 | TotalAmt |
| Program Services | $731,995 | ProgramServicesAmt |
| Management And General | $814,459 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,567,948 | TotalAmt |
| Program Services | $14 | ProgramServicesAmt |
| Management And General | $1,567,934 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $723,742 | TotalAmt |
| Management And General | $723,742 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $302,591,309 | TotalAmt |
| Program Services | $306,037,743 | ProgramServicesAmt |
| Management And General | -$3,446,434 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,970 | TotalAmt |
| Program Services | $14,970 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,489,379 | TotalAmt |
| Program Services | $11,927,126 | ProgramServicesAmt |
| Management And General | $3,562,253 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,482,888 | TotalAmt |
| Program Services | $24,514,725 | ProgramServicesAmt |
| Management And General | $2,968,163 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $816,110 | TotalAmt |
| Program Services | $816,110 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,813,822 | TotalAmt |
| Program Services | $38,358,308 | ProgramServicesAmt |
| Management And General | -$21,544,486 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,762,812 | TotalAmt |
| Program Services | $22,759,865 | ProgramServicesAmt |
| Management And General | $2,002,947 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,307,606 | TotalAmt |
| Program Services | $35,754,946 | ProgramServicesAmt |
| Management And General | $552,660 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,710,121 | TotalAmt |
| Management And General | $2,710,121 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,407,581 | TotalAmt |
| Program Services | $2,691,097 | ProgramServicesAmt |
| Management And General | $13,716,484 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,878,607 | TotalAmt |
| Program Services | $883,728 | ProgramServicesAmt |
| Management And General | $994,879 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Miscellaneous | $13,785,554 | $11,307,793 | $2,477,761 | $0 |
| Memberships | $1,241,433 | $741,701 | $499,732 | $0 |
| Business Meals | $812,790 | $591,644 | $221,146 | $0 |
| Taxes | $425,652 | $0 | $425,652 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $967,105,772 | TotalAmt |
| Program Services | $886,174,507 | ProgramServicesAmt |
| Management And General | $80,931,265 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,219,909 | BOYAmt |
| EOY | $19,958,138 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,187,439 | BOYAmt |
| EOY | $201,449,554 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,941,975 | BOYAmt |
| EOY | $20,437,054 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $358,568,236 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $174,344,247 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,999,549 | BOYAmt |
| EOY | $184,223,989 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,712,381 | BOYAmt |
| EOY | $175,594,576 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,186,014 | BOYAmt |
| EOY | $67,187,616 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,678,528 | BOYAmt |
| EOY | $6,313,541 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,763,268 | BOYAmt |
| EOY | $32,168,793 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $694,689,063 | BOYAmt |
| EOY | $707,333,261 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,393,210 | BOYAmt |
| EOY | $155,366,611 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,816,994 | BOYAmt |
| EOY | $46,425,610 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,431,871 | BOYAmt |
| EOY | $67,575,003 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,628,701 | BOYAmt |
| EOY | $20,124,300 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $278,270,776 | BOYAmt |
| EOY | $292,491,524 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $414,124,937 | BOYAmt |
| EOY | $412,531,611 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $541,838 | BOYAmt |
| EOY | $603,277 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,751,512 | BOYAmt |
| EOY | $1,706,850 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $416,418,287 | BOYAmt |
| EOY | $414,841,737 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $694,689,063 | BOYAmt |
| EOY | $707,333,261 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,223,238 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,345,740 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $2,992,428 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 2 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (2 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| Duke University | ||||
| 560532129 | 2 | Yes (1) | $0 | $0 |
| The University of North Carolina(UNC System) | ||||
| 566001393 | 2 | Yes (1) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 2 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | Yes (1) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 6 | RTI grants money to needy organizations based on its community-oriented mission. |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $723,742 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $723,742 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 - | FormAndLineReferenceDesc |
| Explanation | Research 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,674,413 | OtherCostOrOtherBasisAmt |
| Book Value | $2,674,413 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $262,044,589 | OtherCostOrOtherBasisAmt |
| Depreciation | $115,571,471 | DepreciationAmt |
| Book Value | $146,473,118 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $88,465,155 | OtherCostOrOtherBasisAmt |
| Depreciation | $58,772,776 | DepreciationAmt |
| Book Value | $29,692,379 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,384,079 | OtherCostOrOtherBasisAmt |
| Book Value | $5,384,079 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $184,223,989 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Global Endowment Fund II, LP | Desc |
| Book Value | $67,187,616 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $67,187,616 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Accrued Expenses | Desc |
| Amt | $20,124,300 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $20,124,300 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 - | FormAndLineReferenceDesc |
| Explanation | As 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, a deemed asset acquisition, and goodwill impairments have primarily contributed to a $4.2 million deferred tax asset that has been offset with a full valuation allowance. Income taxes associated with foreign operations, unrelated business income, and income generated by our 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 mertis 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, 2018 and 2017, the Institute had no uncertain tax positions that qualify for recognition or disclosure in the consolidated financial statements. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (13 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, | 8 | 145 | Program Services | Research of Economic&Social,Education,Energy,Governance&Economics,Health | $86,770,138 |
| East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, | 26 | 206 | Program Services | Research of Economic&Social,Education,Energy,Governance&Economics,Health | $24,880,851 |
| Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium | 4 | 91 | Program Services | Research of Economic&Social,Education,Energy,Governance&Economics,Health | $17,046,987 |
| Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt, | 4 | 69 | Program Services | Research of Economic&Social,Education,Energy,Governance&Economics,Health | $28,583,663 |
| Russia and Neighboring States - Armenia, Azerbijan, Belarus, | 1 | 11 | Program Services | Research of Economic&Social,Education,Energy,Governance&Economics,Health | $36,797 |
| South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador, | 0 | 2 | Program Services | Research of Economic&Social,Education,Energy,Governance&Economics,Health,Tech | $56,634 |
| South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal, | 1 | 126 | Program Services | Research of Economic&Social,Education,Energy,Governance&Economics,Health | $38,085,148 |
| Sub-Saharan Africa - Angola, Benin, Botswana, Burkina Faso, | 38 | 916 | Program Services | Research of Economic&Social,Education,Energy,Governance&Economics,Health | $94,737,424 |
| North America - Canada and Mexico, but not the United States | 0 | 2 | Program Services | Research of Economic&Social,Education,Energy,Governance&Economics,Health,Stat | $330,840 |
| Sub-Saharan Africa - Angola, Benin, Botswana, Burkina Faso, | Grantmaking | $6,502 | |||
| Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, | Grantmaking | $9,195 | |||
| East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, | Grantmaking | $7,500 | |||
| South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal, | Investments | $3,355,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 82 | SubtotalOfficesCnt |
| Subtotal Employees | 1566 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 2 | ContinuationTotalEmployeeCnt |
| Total Office | 82 | TotalOfficeCnt |
| Total Employee | 1568 | TotalEmployeeCnt |
| Subtotal Spent | $290,197,642 | SubtotalSpentAmt |
| Continuation Spent | $3,709,037 | ContinuationSpentAmt |
| Total Spent | $293,906,679 | TotalSpentAmt |
| Total Other Org | 3 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | Yes (1) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule F, Part I, Line 1 | RTI'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 2 | RTI 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 FY18 RTI contributed to the following communities: RTI contributed $1,000 to Afya Elimu CBO in Africa to empower community members to embrace people-driven development initiatives in Education, Health and Agriculture. RTI contributed $3,750 to ConTextos Sans Salvador in El Salvador. ConTextos implements an innovative program of teacher training, develops libraries and integrates tablet technologies to promote collaboration and twenty-first century skills. RTI contributed $3,750 to Operation Smile in Guatemala to provide comprehensive, specialized and free medical care and reconstructive surgeries to needy people who suffer from cleft lip and palate, transforming their lives and their family's lives, one smile at a time. RTI contributed $1,000 to MAKLWETA in Africa to provide mentorship camps and education to girls. RTI contributed $1,000 to House of Hope Children's Home in Africa. House of Hope Children's Home provides a safe haven for orphans and other needy children in a loving, caring, Christian family home. Ample attention is provided to every child to ensure that they are all comfortable and all their needs are met. RTI contributed $1,000 to ICT for Devlopment Kenya in Africa. ICT Development trains rural youth on technology for job creation. RTI contributed $1,000 to Morning Star Children's Home in Africa. This home is provided to give the less fortunate children hope and joy for a brighter future. RTI contributed $1,000 to Nanyuki Furaha Foundation in Africa. This Institution is dedicated to the rehabilitation, education and provision of basic needs to street children, needy and orphan children to become self reliant and independent as well as contribute positively in the future, to the society. RTI contributed $1,000 to Thika Girls' Karibaribi in Africa. This organization provides a holistic education that will equip the students with knowledge and skills relevant to the global trends and mould dynamic ladies of integrity. RTI contributed $1,500 to Sri Vidhyas Centre for the Special Children in India. This organization helps special children develop the capacity to live independent and fulfilling lives. RTI contributed $2,750 to Cahaya Anak Negri in Indonesia. This organization provides access to non-formal education for street children and less fortunate children for the development of self-potential and opportunities for a better future; they conduct coaching, counseling, character development and enhance self-motivation for street children less fortunate in order to become a whole person with noble personality. RTI contributed $3,750 to Sekolah Master Indonesia in Indonesia. This organization provides a free education that is equal to formal regular school, from kindergarten to high school level to street children and less fortunate children in Indonesia. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| American Red Cross | ||||||||||
| 2025 E Street NW | Washington | DC | 20006 | 530196605 | 501(c)(3) | $168,405 | General Support | |||
| The Childrens Inn at NIH | ||||||||||
| 7 West Drive | Bethesda | MD | 20814 | 521638207 | 501(c)(3) | $25,000 | General Support | |||
| United Way of National Capital Area | ||||||||||
| 1577 Spring Hill Road | Vienna | VA | 22182 | 530234290 | 501(c)(3) | $5,210 | General Support | |||
| University of Wyoming Foundation | ||||||||||
| 222 S 22nd Street | Laramie | WY | 82070 | 830201971 | 501(c)(3) | $10,000 | General Support | |||
| Wakemed Foundation | ||||||||||
| 3000 New Bern Avenue | Raleigh | NC | 27610 | 561916549 | 501(c)(3) | $20,000 | General Support | |||
| Go Global NC Council Inc | ||||||||||
| 68 TW Alexander Drive | Research Triangle Park | NC | 27709 | 561751280 | 501(c)(3) | $5,500 | General Support | |||
| Food Bank Central North Carolina | ||||||||||
| 3808 Tarheel Drive | Raleigh | NC | 27609 | 561283426 | 501(c)(3) | $12,000 | General Support | |||
| United Way | ||||||||||
| 2400 Perimeter Park Drive | Morrisville | NC | 27560 | 561949103 | 501(c)(3) | $88,300 | General Support | |||
| Carolina Hurricanes | ||||||||||
| 1400 Edwards Mill Road | Raleigh | NC | 27607 | 522066634 | 501(c)(3) | $10,000 | General Support | |||
| Kramden Institute Inc | ||||||||||
| 4915 Prospectus Drive Suite J | Durham | NC | 27713 | 743108814 | 501(c)(3) | General Support | $75,965 | FMV | Computer Equipment | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 10 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule I, Part I, Line 2 | Consistent 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 | RTI Contributed to "Kramden Tech Scholars" initiative by providing computers and equipment. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | Yes (1) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | 0 | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (25 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| J Gonzales Separated 51118 | ||||||||||||||
| Board Member | $41,699 | $383,083 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $41,699 | $383,083 | $0 | $0 |
| A Rebar | ||||||||||||||
| Board Member | $41,500 | $390,125 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $41,500 | $390,125 | $0 | $0 |
| H Martin | ||||||||||||||
| Board Member | $36,000 | $374,535 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $36,000 | $374,535 | $0 | $0 |
| P Wynn Jr Separated 72418 | ||||||||||||||
| Board Member | $74,500 | $223,677 | $0 | $0 | $0 | $0 | $0 | $27,130 | $0 | $5,926 | $74,500 | $256,733 | $0 | $0 |
| P Lange | ||||||||||||||
| Board Member | $47,000 | $265,276 | $0 | $0 | $0 | $18,000 | $0 | $32,980 | $0 | $8,070 | $47,000 | $324,326 | $0 | $0 |
| T Magnuson | ||||||||||||||
| Board Member | $36,358 | $547,396 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $36,358 | $547,396 | $0 | $0 |
| L Carin | ||||||||||||||
| Board Member | $41,500 | $271,078 | $0 | $134,298 | $0 | $0 | $0 | $32,980 | $0 | $17,542 | $41,500 | $455,898 | $0 | $0 |
| E Holden | ||||||||||||||
| President | $734,526 | $0 | $300,549 | $0 | $41,301 | $0 | $92,732 | $0 | $52,320 | $0 | $1,221,428 | $0 | $46,100 | $0 |
| C Buchholtz | ||||||||||||||
| Assistant Secretary | $220,465 | $0 | $51,050 | $0 | $491 | $0 | $0 | $0 | $48,261 | $0 | $320,267 | $0 | $0 | $0 |
| G Story | ||||||||||||||
| Secretary | $360,789 | $0 | $146,170 | $0 | $9,581 | $0 | $44,050 | $0 | $53,239 | $0 | $613,829 | $0 | $25,340 | $0 |
| E Sax | ||||||||||||||
| Treasurer | $266,292 | $0 | $57,000 | $0 | $1,164 | $0 | $0 | $0 | $35,706 | $0 | $360,162 | $0 | $0 | $0 |
| J Gibson | ||||||||||||||
| Vice President | $475,228 | $0 | $162,955 | $0 | $20,686 | $0 | $57,610 | $0 | $55,665 | $0 | $772,144 | $0 | $33,076 | $0 |
| L May | ||||||||||||||
| Vice President | $328,362 | $0 | $105,000 | $0 | $6,370 | $0 | $39,399 | $0 | $35,062 | $0 | $514,193 | $0 | $0 | $0 |
| T Gabel | ||||||||||||||
| Vice President | $378,370 | $0 | $124,532 | $0 | $10,985 | $0 | $45,674 | $0 | $43,258 | $0 | $602,819 | $0 | $25,899 | $0 |
| T Lomax Separated 21518 | ||||||||||||||
| Vice President | $359,623 | $0 | $94,310 | $0 | $9,784 | $0 | $0 | $0 | $32,801 | $0 | $496,518 | $0 | $19,597 | $0 |
| A Mangel | ||||||||||||||
| Vice President | $371,679 | $0 | $170,812 | $0 | $11,315 | $0 | $45,252 | $0 | $52,060 | $0 | $651,118 | $0 | $25,910 | $0 |
| C Cornwell | ||||||||||||||
| Vice President | $209,177 | $0 | $30,000 | $0 | $448 | $0 | $0 | $0 | $27,847 | $0 | $267,472 | $0 | $0 | $0 |
| P Weisenfeld | ||||||||||||||
| Vice President | $361,030 | $0 | $83,664 | $0 | $8,911 | $0 | $43,138 | $0 | $25,137 | $0 | $521,880 | $0 | $0 | $0 |
| M Kaelin Jr | ||||||||||||||
| Vice President & CFO | $382,277 | $0 | $149,997 | $0 | $10,492 | $0 | $46,189 | $0 | $43,165 | $0 | $632,120 | $0 | $26,248 | $0 |
| L Gilliland | ||||||||||||||
| Divisional Director | $312,872 | $0 | $72,100 | $0 | $5,383 | $0 | $0 | $0 | $45,050 | $0 | $435,405 | $0 | $0 | $0 |
| S Earnshaw | ||||||||||||||
| Divisional Director | $296,951 | $0 | $128,003 | $0 | $2,799 | $0 | $0 | $0 | $33,324 | $0 | $461,077 | $0 | $0 | $0 |
| C Hill | ||||||||||||||
| Divisional Director | $296,523 | $0 | $85,527 | $0 | $4,618 | $0 | $0 | $0 | $41,372 | $0 | $428,040 | $0 | $0 | $0 |
| C Copley-Merriman | ||||||||||||||
| Divisional Director | $268,659 | $0 | $110,357 | $0 | $2,113 | $0 | $0 | $0 | $43,315 | $0 | $424,444 | $0 | $0 | $0 |
| R Zerbonia | ||||||||||||||
| Divisional Director | $239,002 | $0 | $33,547 | $0 | $120,971 | $0 | $0 | $0 | $36,407 | $0 | $429,927 | $0 | $0 | $0 |
| A Williams | ||||||||||||||
| Former Vice President | $155,597 | $0 | $55,000 | $0 | $2,245 | $0 | $0 | $0 | $13,085 | $0 | $225,927 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | One 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 4b | The 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 2017 are as follows: E. Holden $200,298, J. Gibson $134,786, M. Kaelin $107,433, T. Gabel $106,106, A. Mangel $105,708, G. Story $103,175, P. Weisenfeld $43,138, T. Lomax $40,285, L. May $39,399. These amounts include payments totaling $202,168 which were accrued and reported in prior years as deferred compensation. |
| Part I, Line 7 | RTI 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 2017 are as follows: E. Holden $239,083, A. Mangel $136,266, J. Gibson 98,855, M. Kaelin $95,000, T. Gabel $90,000, G. Story $87,384, L. May $80,000 , P. Weisenfeld $73,664, T. Lomax $73,622, E. Sax $52,000, C. Buchholtz $38,500, C. Cornwell $30,000, A. Williams $25,000, S. Earnshaw $115,003, C. Copley-Merriman 100,357, L. Gilliland $62,000, T. Pierson $57,286, and R. Zerbonia $33,547. |
| Part I, Line 8 | RTI 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 2017 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 2017 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 ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| Durham County Industrial Facilities & Pollution Control Financing Authority | ||||||||
| A | 561379535 | 266711AA8 | 2007-11-29 | $40,560,000 | Finance construction of office buildings and parking deck | 0 | 0 | 0 |
| Durham County Industrial Facilities & Pollution Control Financing Authority | ||||||||
| B | 561379535 | 266711AC4 | 2010-02-18 | $24,999,384 | Finance construction of office buildings and parking deck | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | In Reserve FundInReserveFundAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|
| A | $41,187,495 | $333,770 | $40,853,725 | 2008 | 0 | 0 | Yes (1) | Yes (1) |
| B | $25,000,732 | $340,956 | $24,659,776 | 2011 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | Yes (1) | 0 | 0.00130 | 0.00340 | 0.00470 | Yes (1) | 0 | Yes (1) |
| B | 0 | 0 | 0 | Yes (1) | 0 | 0.00100 | 0.00070 | 0.00170 | Yes (1) | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule K, Part II, Line 3 | FormAndLineReferenceDesc |
| Explanation | The difference in the issue price and total proceeds is investment earnings. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4a | HEALTH 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 4b | INTERNATIONAL DEVELOPMENT Our experts in international development are dedicated to improving the human condition in developing countries. With more than 200 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 2 | T. Darden & R. Ingram - Business Relationship; T. Darden & W. Moore - Business Relationship; T. Darden & P. Scott - Business Relationship; T. Darden & C. Shaffer - Business Relationship; W. Moore & P. Scott - Business Relationship; W. Moore & W. Mitchell - Business Relationship; C. Shaffer & R. Ingram - Business Relationship; C. Shaffer & T. Magnuson - Business Relationship; H. Martin & H. Pinnix-Ragland - Business Relationship. |
| Form 990, Part VI, Section A, line 6 | Research 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 7a | The members shall elect the Governors as described in the Bylaws of the Corporation. |
| Form 990, Part VI, Section A, line 7b | The 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 11b | The 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 12c | Members 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 according to the standards and guidelines of the policy. |
| Form 990, Part VI, Section B, line 15 | Each year, Research Triangle Insititute (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 2017, 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, Senior Vice President, Human Resources, Facilities, Safety and Security, M. Kaelin, Chief Financial Officer, P. Weisenfeld, Executive Vice President, International Development Group, T. Lomax, Executive Vice President, Discovery Sciences Technology. 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 19 | The 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 16b | RTI 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 1b | RTI 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 11g | Subcontractors & Consultants: Program service expenses 219,773,318. Management and general expenses 2,129,504. Fundraising expenses 0. Total expenses 221,902,822. Other Services: Program service expenses 67,557,412. Management and general expenses -5,596,817. Fundraising expenses 0. Total expenses 61,960,595. Passthroughs: Program service expenses 18,707,013. Management and general expenses 0. Fundraising expenses 0. Total expenses 18,707,013. Legal Services: Program service expenses 0. Management and general expenses 20,879. Fundraising expenses 0. Total expenses 20,879. |
| Form 990, Part XI, line 9: | Pension related changes 2,981,734. George Watts HIll Fund-Unrealized Gains(Permanently Restricted) -8,662. George Watts HIll Fund-Other Income( Temporarily Restricted) 61,438. Subsidiaries Foreign Exchange Gain/Loss -42,082. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| Duke University | ||||||||||
| 2138 Campus Drive | Durham | NC | 27708 | 560532129 | University | NC | 501(c)(3) | Line 2 | 0 | |
| The University of North Carolina | ||||||||||
| University of North Carolina | Chapel Hill | NC | 27599 | 566001393 | University | NC | 501(c)(3) | Line 2 | 0 | |
| RTI Post Retirement Health Benefits Trust RTI VEBA | ||||||||||
| PO Box 12194 | Research Triangle Park | NC | 27709 | 561855400 | Retiree Health Benefits | NC | 501(c)(9) | Yes (1) | Research Triangle Institute | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (9 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Foreign PostalForeignAddress/ForeignPostalCd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Legal Domicile StateLegalDomicileStateCd | Share Of Total IncomeShareOfTotalIncomeAmt | Province Or StateForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Research Triangle Institute International (Hong Kong) Limited | ||||||||||||||||||
| 15 Queens Road Central | Central | HK | Investment Company | HK | Research Triangle Institute | C | $944,180 | 1.00000 | Yes (1) | |||||||||
| Triangle Beijing Consulting Co Ltd | ||||||||||||||||||
| Beijing Prosper Centre No 5 Guang | Beijing | CH | Scientific research and development | CH | RTI Int'l (Hong Kong) Limited | C | $358,849 | 1.00000 | Yes (1) | 100020 | ||||||||
| Research Triangle Institute Global Inc | ||||||||||||||||||
| Scientific research and development | Research Triangle Institute | C | $1,016 | 1.00000 | Yes (1) | 3040 Cornwallis Road | Research Triangle Park | NC | 27709 | 472500213 | NC | |||||||
| Research Triangle Institute Global India Private Limited | ||||||||||||||||||
| F22 667 IIND Floor Ganesh Nagar II | New Delhi | IN | Scientific research and development | IN | Research Triangle Institute | C | $2,441,571 | 0.99990 | Yes (1) | 110092 | $1,270,041 | |||||||
| RTI Syntegrity Inc | ||||||||||||||||||
| Business Services | Research Triangle Institute | C | $12,253,283 | 1.00000 | Yes (1) | 3040 Cornwallis Road | Research Triangle Park | NC | 27709 | 812649493 | NC | $1,144,365 | ||||||
| Team Syntegrity Americas Inc | ||||||||||||||||||
| 181 Bay Street Suite 2425 | Toronto | CA | Consulting | CA | RTI Syntegrity Inc | C | $5,368,216 | 1.00000 | Yes (1) | M5J 2T3 | 981017378 | $3,127,692 | Ontario | |||||
| International Resources Group Ltd | ||||||||||||||||||
| Consulting | Research Triangle Institute | C | $6,540,480 | 1.00000 | Yes (1) | 3040 Cornwallis Road | Research Triangle Park | NC | 27709 | 112777542 | NC | $13,458,118 | ||||||
| Grupo Internacional de Recursos del Sur I R G Socidedad Anonima | ||||||||||||||||||
| De La Emhajada Americana Un Kilomet | San Jose Rohrmose | CS | Services | CS | International Resources Group Ltd | C | $447,926 | 1.00000 | Yes (1) | $4,459,991 | ||||||||
| International Resources Group Philippines Inc | ||||||||||||||||||
| 32A Rufino Tower VA Rufino St | Makati City | RP | Services | RP | International Resources Group Ltd | C | $23,226 | 0.99990 | Yes (1) | $1,000,085 | Manila | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (8 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Research Triangle Institute Global India Private Limited | ||
| B | $1,680,000 | Cash Value |
| RTI Post Retirement Health Benefits Trust RTI VEBA | ||
| P | $663,834 | Cash Value |
| RTI Post Retirement Health Benefits Trust RTI VEBA | ||
| Q | $1,747,972 | Cash Value |
| Team Syntegrity Americas Inc | ||
| M | $208,550 | Cash Value |
| Research Triangle Institute Global India Private Limited | ||
| L | $74,188 | Cash Value |
| International Resources Group Ltd | ||
| L | $111,333 | Cash Value |
| Team Syntegrity Americas Inc | ||
| D | $200,000 | Cash Value |
| Team Syntegrity Americas Inc | ||
| L | $67,681 | Cash Value |