RESEARCH TRIANGLE INSTITUTE: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization: RESEARCH TRIANGLE INSTITUTE (EIN 56-0686338)
Tax period: 2014-10-01 to 2015-09-30
Filed: 2016-07-15
IRS object ID: 201602089349301105
Schema version: 2014v6.0
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	2016-07-15T14:41:00-07:00	ReturnTs
Tax Period End	2015-09-30	TaxPeriodEndDt
Return Type	990	ReturnTypeCd
Tax Period Begin	2014-10-01	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	PersonNm
Person Title	Chief Financial Officer	PersonTitleTxt
Phone	9195416000	PhoneNum
Signature	2016-08-01	SignatureDt

Field	Value	IRS element (for citing)
Tax	2014	TaxYr
Build TS	2016-12-15 16:53:06Z	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	$889,629,491	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 to improving the human condition by turning knowledge into practice. Our staff of more than 4,100 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 and the environment and laboratory and chemistry services.	ActivityOrMissionDesc
Voting Members Governing Body	16	VotingMembersGoverningBodyCnt
Voting Members Independent	7	VotingMembersIndependentCnt
Total Employee	3208	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$16,563,578	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$1,748,811	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$788,162,936	PYProgramServiceRevenueAmt
CY Program Service Revenue	$831,532,276	CYProgramServiceRevenueAmt
PY Investment Income	$18,454,099	PYInvestmentIncomeAmt
CY Investment Income	$21,082,822	CYInvestmentIncomeAmt
PY Other Revenue	$736,907	PYOtherRevenueAmt
CY Other Revenue	$157,516	CYOtherRevenueAmt
PY Total Revenue	$807,353,942	PYTotalRevenueAmt
CY Total Revenue	$852,772,614	CYTotalRevenueAmt
PY Grants And Similar Paid	$420,984	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$383,923	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$351,293,003	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$376,030,371	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$418,378,904	PYOtherExpensesAmt
CY Other Expenses	$434,631,848	CYOtherExpensesAmt
PY Total Expenses	$770,092,891	PYTotalExpensesAmt
CY Total Expenses	$811,046,142	CYTotalExpensesAmt
PY Revenues Less Expenses	$37,261,051	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$41,726,472	CYRevenuesLessExpensesAmt
Total Assets BOY	$543,388,003	TotalAssetsBOYAmt
Total Assets EOY	$588,448,204	TotalAssetsEOYAmt
Total Liabilities BOY	$206,549,567	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$211,060,163	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$336,838,436	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$377,388,041	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 4,100 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.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$513,193,940	ExpenseAmt
Grant	$368,923	GrantAmt
Revenue	$590,496,992	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	$218,505,514	ExpenseAmt
Grant	$15,000	GrantAmt
Revenue	$241,078,939	RevenueAmt
Desc	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.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$0	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$0	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$0	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$731,699,454	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	0	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	0	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
IRP Document	1932	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	3208	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	BC	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	GG	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	IZ	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	TZ	ForeignCountryCd
Foreign Country	UG	ForeignCountryCd
Foreign Country	UK	ForeignCountryCd
Foreign Country	ZA	ForeignCountryCd
Foreign Country	ZI	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	16	GoverningBodyVotingMembersCnt
Independent Voting Member	7	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

Field	Value	IRS element (for citing)
Person	M Kaelin - Chief Financial Officer	PersonNm
Phone	9195416000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3040 Cornwallis Road	AddressLine1Txt
Address Line2	PO Box 12194	AddressLine2Txt
City	Research Triangle Park	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	27709	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (39 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
W Moore Jr
Chairman	2	0	Yes (X)	$39,000	$0	$0
B Entwisle
Board Member	2	40	Yes (X)	$28,000	$328,834	$0
R Ingram
Board Member	2	0	Yes (X)	$24,000	$0	$0
P Lange
Board Member	1	40	Yes (X)	$26,000	$623,372	$39,218
C Brown
Board Member	2	40	Yes (X)	$24,279	$235,908	$0
H Martin
Board Member	2	40	Yes (X)	$18,299	$307,588	$0
W Mitchell
Board Member	2	0	Yes (X)	$24,000	$0	$0
J Moellering
Board Member	2	0	Yes (X)	$30,000	$6,000	$0
T Darden
Board Member	2	0	Yes (X)	$24,000	$0	$0
H Pinnix-Ragland
Board Member	2	0	Yes (X)	$24,244	$0	$0
P Scott III
Board Member	2	0	Yes (X)	$31,000	$0	$0
J Siedow
Board Member	2	40	Yes (X)	$28,000	$252,459	$36,291
P Wynn Jr
Board Member	2	40	Yes (X)	$32,000	$203,834	$30,498
L Carin
Board Member	2	40	Yes (X)	$0	$368,015	$46,957
M Vouk
Board Member	2	40	Yes (X)	$0	$233,539	$0
E Holden
President	40	0	Yes (X)	$847,822	$0	$86,348	Yes (X)
T Lomax
Vice President	40	0	Yes (X)	$95,781	$232,477	$2,177	Yes (X)
J Gibson
Vice President	40	0		$577,762	$0	$79,026	Yes (X)
E Story
Secretary	40	0		$410,994	$0	$68,145	Yes (X)
E Sax
Treasurer	40	0		$287,988	$0	$43,604	Yes (X)
M Kaelin Jr
Vice President & CFO	40	0		$428,990	$0	$71,707	Yes (X)
T Gabel
Vice President	40	0		$431,972	$0	$60,582	Yes (X)
A Mangel
Vice President	40	0		$472,078	$0	$69,224	Yes (X)
C Buchholtz
Assistant Secretary	40	0		$235,693	$0	$40,091	Yes (X)
A Williams
Vice President	40	0		$464,681	$0	$22,314	Yes (X)
P Weisenfeld
Vice President	40	0		$357,859	$0	$3,105	Yes (X)
M Roberts
Vice President	40	0		$372,572	$0	$28,507	Yes (X)
D O'Brien
Vice President	40	0		$246,626	$0	$44,100	Yes (X)
L May
Vice President	40	0		$0	$0	$0	Yes (X)
S Earnshaw
Divisional Director	40	0		$383,957	$0	$28,849		Yes (X)
R Zerbonia
Divisional Director	40	0		$365,932	$0	$31,720		Yes (X)
L Gilliland
Divisional Director	40	0		$345,436	$0	$39,000		Yes (X)
T Pierson
Divisional Director	40	0		$344,624	$0	$31,487		Yes (X)
J Mitchell
Divisional Director	40	0		$343,787	$0	$43,225		Yes (X)
T Nagle
Former Board Member	0	40		$0	$151,420	$0			Yes (X)
S Snyder
Former Vice President	0	0		$284,788	$0	$9,382			Yes (X)
S Sethi
Former Vice President	0	0		$256,362	$0	$0			Yes (X)
J Trainham
Former Vice President	0	0		$149,080	$0	$15,201			Yes (X)
L Maggart
Former Vice President	0	0		$138,897	$0	$0			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$8,196,503	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$2,943,446	TotReportableCompRltdOrgAmt
Total Other Compensation	$970,758	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	873	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	Address Line2ContractorAddress/USAddress/AddressLine2Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt	Business Name Line2ContractorName/BusinessName/BusinessNameLine2Txt
Headway Corporate Resources
421 Fayetteville Street	Suite 1020	Raleigh	NC	27601	Contract Labor	$30,969,367
AMEC
1979 Lakeside Parkway	Suite 400	Tucker	GA	30084	Engineering & Construction Services	$23,789,919
HR Directions
805 Spring Forest Road		Raleigh	NC	27609	Contract Labor	$12,617,689	Int'l Research Partners/Greene Resources
Interchurch Medical Assistance Inc
500 Main Street		New Windsor	MD	21776	International Healthcare Services	$9,588,496
Helen Keller International
353 Park Avenue South Suite 1		New York	NY	10010	International Healthcare Services	$7,719,357

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	305	CntrctRcvdGreaterThan100KCnt
Total Contributions	$0	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
Research	541700	$590,465,992	$573,965,264	$16,500,728	$0
International Development	541900	$241,066,284	$241,066,284	$0	$0

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$831,532,276	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6,543,422	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$6,543,422	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$327,588	RealAmt
Personal	$0	PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$213,727	RealAmt
Personal	$0	PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$113,861	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$113,861	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$62,850	UnrelatedBusinessRevenueAmt
Exclusion	$51,011	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$28,168,972	SecuritiesAmt
Other	$23,013,578	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$28,168,972	SecuritiesAmt
Other	$8,474,178	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$0	SecuritiesAmt
Other	$14,539,400	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$14,539,400	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$14,539,400	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	Foreign Currency Gain(Loss)	Desc
Business	900099	BusinessCd
Total Revenue Column	$43,655	TotalRevenueColumnAmt
Related Or Exempt Func Income	$43,655	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$43,655	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$852,772,614	TotalRevenueColumnAmt
Related Or Exempt Func Income	$815,075,203	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$16,563,578	UnrelatedBusinessRevenueAmt
Exclusion	$21,133,833	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	$368,923	TotalAmt
Program Services	$368,923	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$15,000	TotalAmt
Program Services	$15,000	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$6,474,516	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$6,474,516	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$255,970,847	TotalAmt
Program Services	$221,812,855	ProgramServicesAmt
Management And General	$34,157,992	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$18,414,429	TotalAmt
Program Services	$15,428,664	ProgramServicesAmt
Management And General	$2,985,765	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$75,848,286	TotalAmt
Program Services	$63,550,041	ProgramServicesAmt
Management And General	$12,298,245	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$19,322,293	TotalAmt
Program Services	$16,189,324	ProgramServicesAmt
Management And General	$3,132,969	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$1,843,145	TotalAmt
Program Services	$826,658	ProgramServicesAmt
Management And General	$1,016,487	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$597,428	TotalAmt
Program Services	$135,034	ProgramServicesAmt
Management And General	$462,394	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$302,008	TotalAmt
Management And General	$302,008	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Fundraising	$0	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$298,916,044	TotalAmt
Program Services	$289,782,348	ProgramServicesAmt
Management And General	$9,133,696	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$2,469	TotalAmt
Program Services	$1,979	ProgramServicesAmt
Management And General	$490	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$13,371,155	TotalAmt
Program Services	$11,460,995	ProgramServicesAmt
Management And General	$1,910,160	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$31,125,523	TotalAmt
Program Services	$29,582,021	ProgramServicesAmt
Management And General	$1,543,502	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$554,657	TotalAmt
Program Services	$554,657	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$13,955,360	TotalAmt
Program Services	$26,227,072	ProgramServicesAmt
Management And General	-$12,271,712	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$21,129,425	TotalAmt
Program Services	$18,548,333	ProgramServicesAmt
Management And General	$2,581,092	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$24,714,470	TotalAmt
Program Services	$24,226,250	ProgramServicesAmt
Management And General	$488,220	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$1,892,037	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$1,892,037	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$14,232,304	TotalAmt
Program Services	$3,301,908	ProgramServicesAmt
Management And General	$10,930,396	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,484,962	TotalAmt
Program Services	$432,595	ProgramServicesAmt
Management And General	$1,052,367	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
Business Meals	$704,428	$561,269	$143,159
Memberships	$577,153	$583,362	-$6,209
Miscellaneous	$7,674,509	$7,427,679	$246,830
Taxes	$1,554,771	$682,487	$872,284

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$811,046,142	TotalAmt
Program Services	$731,699,454	ProgramServicesAmt
Management And General	$79,346,688	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$74,154,511	BOYAmt
EOY	$72,665,253	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$157,215,430	BOYAmt
EOY	$164,974,441	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$14,065,527	BOYAmt
EOY	$31,768,959	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$277,371,901	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$148,352,499	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$135,247,972	BOYAmt
EOY	$129,019,402	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$149,217,275	BOYAmt
EOY	$175,942,133	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$3,953,049	BOYAmt
EOY	$1,615,593	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,737,246	BOYAmt
EOY	$2,638,426	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$6,796,993	BOYAmt
EOY	$9,823,997	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$543,388,003	BOYAmt
EOY	$588,448,204	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$91,063,769	BOYAmt
EOY	$91,526,079	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$44,804,142	BOYAmt
EOY	$49,803,314	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$54,232,763	BOYAmt
EOY	$51,765,701	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$16,448,893	BOYAmt
EOY	$17,965,069	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$206,549,567	BOYAmt
EOY	$211,060,163	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$334,445,076	BOYAmt
EOY	$375,334,963	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$630,260	BOYAmt
EOY	$437,485	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,763,100	BOYAmt
EOY	$1,615,593	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$336,838,436	BOYAmt
EOY	$377,388,041	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$543,388,003	BOYAmt
EOY	$588,448,204	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$41,726,472	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$1,657,929	NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts	$0	DonatedServicesAndUseFcltsAmt
Investment Expense	$0	InvestmentExpenseAmt
Prior Period Adjustments	$0	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	$481,062	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	Business Name Line2SupportedOrganizationName/BusinessNameLine2Txt
DUKE UNIVERSITY
560532129	2	Yes (1)	$0	$0
THE UNIVERSITY OF NORTH CAROLINA
566001393	2	Yes (1)	$0	$0	(UNC SYSTEM)

Field	Value	IRS element (for citing)
Supported Organizations Total	2	SupportedOrganizationsTotalCnt
Support Sum	$0	SupportSumAmt
Other Support Sum	$0	OtherSupportSumAmt

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year	$0	CurrentTaxYearAmt
Total	$0	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Current Tax Year	$0	CurrentTaxYearAmt
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Current Tax Year	$0	CurrentTaxYearAmt
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$0	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total170	$0	PublicSupportTotal170Amt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year	$0	CurrentTaxYearAmt
Total	$0	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year	$0	CurrentTaxYearAmt
Total	$0	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$0	TotalSupportAmt
Gross Receipts Rltd Activities	$0	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0	PublicSupportCY170Pct
Public Support PY170	0	PublicSupportPY170Pct
Private Foundation170	Yes (X)	PrivateFoundation170Ind

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 11g(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, Section A, Line 6

Grants have been made to organizations with need that have a similar cause.

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	$302,008	DirectContactLegislatorsAmt
Rallies Demonstrations	0	RalliesDemonstrationsInd
Other Activities	0	OtherActivitiesInd
Total Lobbying Expenditures	$302,008	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)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$2,674,413	OtherCostOrOtherBasisAmt
Book Value	$2,674,413	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$195,857,608	OtherCostOrOtherBasisAmt
Depreciation	$96,047,936	DepreciationAmt
Book Value	$99,809,672	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$0	OtherCostOrOtherBasisAmt
Depreciation	$0	DepreciationAmt
Book Value	$0	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$74,525,079	OtherCostOrOtherBasisAmt
Depreciation	$52,304,563	DepreciationAmt
Book Value	$22,220,516	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$4,314,801	OtherCostOrOtherBasisAmt
Depreciation	$0	DepreciationAmt
Book Value	$4,314,801	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$129,019,402	TotalBookValueLandBuildingsAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	Other Accrued Expenses	Desc
Amt	$17,965,069	Amt

Field	Value	IRS element (for citing)
Total Liability	$17,965,069	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 that 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 purpose. The Institute's presence in certain foreign countries results in income taxation in these countries. Foreign taxes and unrelated business income taxes are not material for the Institute. All non-profit 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 an examination, based on the technical merits of the position. Interest and penalties, if any, are included in tax expense in the consolidated statement of revenue, costs and changes in Institute net assets. As of September 30, 2015 and 2014, 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 (14 entries)

RegionRegionTxt	OfficesOfficesCnt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean	7	42	Program Services	Economic & Social Growth, Education, Energy Research, Governance & Economic Growth, Health, Information & Communication Technology, Additional Program Service Travel, Monitoring & Evaluation	$84,074,894
East Asia and the Pacific	24	466	Program Services	Education, Environmental Research Services, Governance & Economic Growth, Health, Information & Communication Technology, Survey Research, Additional Program Service Travel, Lab & Chemistry Services, Advanced Technology, Statistics Research	$70,525,988
Europe (including Iceland and Greenland)	4	62	Program Services	Economic & Social Research, Education, Energy Research, Environmental Research Services, Health, Information & Communication Technology, Additional Program Service Travel, Monitoring & Evaluation, Lab & Chemistry Services, Advanced Technology, Statistics Research	$15,011,899
Middle East and North Africa	7	59	Program Services	Economic & Social Research, Education, Energy Research, Environmental Research Services, Governance & Economic Growth, Health, Additional Program Service Travel, Monitoring & Evaluation, Lab & Chemistry Services, Advanced Technology	$14,653,083
North America (including Canada and Mexico, but not the United States)	0	0	Program Services	Economic & Social Research, Education, Environmental Research Services, Health, Information & Communication Technology, Additional Program Service Travel, Monitoring & Evaluation, Lab & Chemistry Services	$1,140,506
Russia and the newly independent States	0	0	Program Services	Economic & Social Research, Health, Additional Program Service Travel	$2,709,933
South America	0	2	Program Services	Education, Environmental Research Services, Governance & Economic Growth, Health, Information & Communication Technology, Additional Program Service Travle	$970,954
South Asia	5	91	Program Services	Economic & Social Research, Education, Energy Research, Environmental Research Services, Governance & Economic Growth, Health, Survey Research, Additional Program Service Travel	$15,610,407
Sub-Saharan Africa	37	552	Program Services	Economic & Social Research, Education, Energy Research, Environmental Research Services, Governance & Economic Growth, Health, Information & Communication Technology, Survey Research, Additional Program Service Travel, Monitoring & Evaluation, Lab & Chemistry Services, Advanced Technology	$101,611,294
East Asia and the Pacific			Investments		$420,330
Central America and the Caribbean			Grantmaking		$5,000
East Asia and the Pacific			Grantmaking		$5,000
Sub-Saharan Africa			Grantmaking		$5,000
South Asia			Investments		$151,248

Field	Value	IRS element (for citing)
Total Office	84	TotalOfficeCnt
Total Employee	1274	TotalEmployeeCnt
Total Spent	$306,895,536	TotalSpentAmt
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 grant making. 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 communities where we are located. As described in Schedule I, RTI seeks staff recommendations for worthy charitable causes. During FY15, RTI contributed $1,250 to Kuona Trust Centre for the Visual Arts to help support the National Museum of Kenya. The funds will be used in various ways such for Its artists' studios, library, program of exhibitions, artists' talks, training & mentoring, education and or international exchange to provide opportunities for artists to develop new and experimental contemporary artwork within a context of international current practice. Additionally, RTI contributed $2,250 to Empower the World Foundation a nonprofit making Nongovernmental Organization registered by the Republic of Kenya. Contributions will be used to provide sanitary towels to 50 girls in secondary school for one year and a mentorship activity for the teenage girls. The mentorship will focus on either Reproductive Health or Life Skills. RTI contributed $1,500 to the Samburu Girls Foundation. This foundation works in northern Kenya fighting retrogressive traditional practices that affect the girl child among the Nomadic pastoralist communities. Contributions will be used to pay school fees for 16 girls for one school term in a public boarding primary school. RTI, also contributed $5,000 The Museum Associates of Children which offers a safe space that contributes to the formation of children as comprehensive and creative citizens through meaningful learning experience, cultural stimulation and fun experiments in an inclusive environment and staff that promotes the development, welfare and family outreach. The contribution will be used to by two selected schools that have benefited from RTI, with three visits to TIN Marin, in which 150 children, 20 parents and 20 teachers will be trained on issues of community interest. RTI also supported Yayasan Aulia a non profit organization that provides direct health and education support to Jakarta's poorest citizens by contributing $2,500. Lastly, RTI contributed $2,500 to Yayasan Kotex Mandiri an HIV/AIDS support organization that directly provides support to people living with HIV/AIDS in Jakarta.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (14 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Valuation Method UsedValuationMethodUsedDesc	Purpose Of GrantPurposeOfGrantTxt	Non Cash AssistanceNonCashAssistanceAmt	Non Cash AssistanceNonCashAssistanceDesc
American Red Cross
2025 E Street NW	Washington	DC	20006	530196605	501(c)(3)	$42,500	Cash	General Support
Benevolent Healthcare Foundation
10377 E Geddes Avenue Ste 200	Centennial	CO	80112	841568566	501(c)(3)	$25,000	Cash	General Support
Tides Center
1014 Torney Avenue	San Francisco	CA	94129	943213100	501(c)(3)	$7,000	Cash	General Support
The Childrens Inn at NIH
7 West Drive	Bethesda	MD	20814	521638207	501(c)(3)	$6,000	Cash	General Support
DURHAM INTERFAITH
1216 N Roxboro Street	Durham	NC	27701	568524280	501(c)(3)	$7,000	Cash	General Support
Food Bank of Central and Eastern North Carolina
3808 Tarheel Drive	Raleigh	NC	27609	561283426	501(c)(3)	$12,000	Cash	General Support
Wakemed Foundation
3000 New Bern Avenue	Raleigh	NC	27614	561916549	501(c)(3)	$7,500	Cash	General Support
INNOVATE RALEIGH
310 S Harrington Street	Raleigh	NC	27603	262891963	501(c)(3)	$10,000	Cash	General Support
Triangle United Way
2400 Perimeter Park Drive	Morrisville	NC	27560	561949103	501(c)(3)	$85,805	Cash	General Support	$57,755	FMV
Public Health Foundation
PO Box 899	Chapel Hill	NC	27514	561717285	501(c)(3)	$7,000	Cash	General Support
Childrens Mental Health Network
2201 Wilshire Drive	Durham	NC	27707	274658931	501(c)(3)	$15,000	Cash	General Support
Emily Krzyewski Family Life Center Inc
904 W Chapel Hill Street	Durham	NC	27701	562230469	501(c)(3)	$10,000	Cash	General Support
UNC Center for Public Television
10 TW Alexander Drive	Research Triangle Park	NC	27709	566172047	501(c)(3)	$10,000	Cash	General Support
DURHAM LITERACY CENTER
1905 Chapel Hill Road	Durham	NC	27707	561479534	501(c)(3)	$10,000	Cash	General Support

Field	Value	IRS element (for citing)
Total501c3 Org	14	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

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 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 communication and participates in local United Way volunteer efforts when possible. In addition, RTI supports educational initiatives related to our exempt purpose through the corporate sponsorship program.

Schedule I, Part II, Line 1

RTI contributed to the United Way's "Teaming 4 Technology" initiative, providing computers and equipment for donation to students, schools and partner agencies that could not otherwise afford to purchase computer equipment. Additionally, RTI contributed office and lab supplies to various schools. The items donated through "Teaming 4 Technology" and other initiatives had been used and discarded by staff, with no remaining fair market value.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
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	Yes (1)	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 (31 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
B Entwisle
Board Member	$28,000	$328,834	$0	$0	$0	$0	$0	$0	$0	$0	$28,000	$328,834	$0	$0
P Lange
Board Member	$26,000	$605,872	$0	$0	$0	$17,500	$0	$31,860	$0	$9,701	$26,000	$664,933	$0	$0
C Brown
Board Member	$24,279	$235,908	$0	$0	$0	$0	$0	$0	$0	$0	$24,279	$235,908	$0	$0
H Martin
Board Member	$18,299	$307,588	$0	$0	$0	$0	$0	$0	$0	$0	$18,299	$307,588	$0	$0
J Siedow
Board Member	$28,000	$184,259	$0	$68,200	$0	$0	$0	$31,141	$0	$5,809	$28,000	$289,409	$0	$0
P Wynn Jr
Board Member	$32,000	$203,834	$0	$0	$0	$0	$0	$24,687	$0	$6,549	$32,000	$235,070	$0	$0
L Carin
Board Member	$0	$250,973	$0	$117,042	$0	$0	$0	$31,860	$0	$16,023	$0	$415,898	$0	$0
M Vouk
Board Member	$0	$233,539	$0	$0	$0	$0	$0	$0	$0	$0	$0	$233,539	$0	$0
E Holden
President	$581,627	$0	$237,647	$0	$28,548	$0	$62,113	$0	$24,235	$0	$934,170	$0	$31,706	$0
J Gibson
Vice President	$417,210	$0	$149,676	$0	$10,876	$0	$52,195	$0	$26,830	$0	$656,787	$0	$27,507	$0
A Mangel
Vice President	$327,081	$0	$136,885	$0	$8,113	$0	$45,347	$0	$23,877	$0	$541,303	$0	$23,146	$0
A Williams
Vice President	$351,075	$0	$101,000	$0	$12,606	$0	$20,800	$0	$1,514	$0	$486,995	$0	$0	$0
T Gabel
Vice President	$329,719	$0	$95,373	$0	$6,880	$0	$45,496	$0	$15,085	$0	$492,553	$0	$11,529	$0
M Kaelin Jr
Vice President & CFO	$322,480	$0	$100,000	$0	$6,511	$0	$44,704	$0	$27,003	$0	$500,698	$0	$0	$0
E Story
Secretary	$302,502	$0	$103,797	$0	$4,695	$0	$43,698	$0	$24,447	$0	$479,139	$0	$20,098	$0
M Roberts
Vice President	$274,198	$0	$97,102	$0	$1,272	$0	$20,800	$0	$7,706	$0	$401,078	$0	$17,327	$0
P Weisenfeld
Vice President	$275,377	$0	$81,136	$0	$1,346	$0	$633	$0	$2,471	$0	$360,963	$0	$0	$0
E Sax
Treasurer	$243,430	$0	$44,000	$0	$558	$0	$19,971	$0	$23,633	$0	$331,592	$0	$0	$0
D O'Brien
Vice President	$208,924	$0	$37,400	$0	$303	$0	$17,449	$0	$26,651	$0	$290,727	$0	$0	$0
C Buchholtz
Assistant Secretary	$195,118	$0	$40,300	$0	$275	$0	$16,146	$0	$23,945	$0	$275,784	$0	$0	$0
T Lomax
Vice President	$45,781	$232,477	$50,000	$0	$0	$0	$2,177	$0	$0	$0	$97,958	$232,477	$0	$0
S Earnshaw
Divisional Director	$271,644	$0	$110,792	$0	$1,521	$0	$20,800	$0	$8,049	$0	$412,806	$0	$0	$0
R Zerbonia
Divisional Director	$207,549	$0	$22,495	$0	$135,889	$0	$16,940	$0	$14,780	$0	$397,653	$0	$0	$0
L Gilliland
Divisional Director	$288,901	$0	$52,500	$0	$4,034	$0	$20,800	$0	$18,200	$0	$384,435	$0	$0	$0
T Pierson
Divisional Director	$276,027	$0	$65,190	$0	$3,408	$0	$20,800	$0	$10,687	$0	$376,112	$0	$0	$0
J Mitchell
Divisional Director	$273,372	$0	$65,269	$0	$5,146	$0	$20,800	$0	$22,425	$0	$387,012	$0	$0	$0
T Nagle
Former Board Member	$0	$151,420	$0	$0	$0	$0	$0	$0	$0	$0	$0	$151,420	$0	$0
S Snyder
Former Vice President	$39,840	$0	$0	$0	$244,948	$0	$3,321	$0	$6,061	$0	$294,170	$0	$0	$0
S Sethi
Former Vice President	$0	$0	$0	$0	$256,362	$0	$0	$0	$0	$0	$256,362	$0	$0	$0
J Trainham
Former Vice President	$136,031	$0	$0	$0	$13,049	$0	$10,945	$0	$4,257	$0	$164,282	$0	$0	$0
L Maggart
Former Vice President	$0	$0	$0	$0	$138,897	$0	$0	$0	$0	$0	$138,897	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule J, Part I, Line 1a	Two officers travelled first class. 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. Memberships to two business clubs, where leaders in industry and business gather, are maintained for RTI business purposes. No taxable compensation has been imputed to the senior executive who use these club memberships exclusively for RTI business purposes.
Schedule J, Part I, Line 4	The following severance payments were made during the calendar year 2014: S. Sethi $256,362, S. Synder 196,489, and L. Maggart $138,897. 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 Institutes' continued strong performance. Amounts paid and accrued during the calendar year 2014 are as follows: E. Holden $83,588, J. Gibson $68,071, A. Mangel $55,408, G. Story $49,695, T. Gabel $40,069, M. Kaelin $23,904, M. Roberts $23,102, and T. Lomax $2,177. These amounts include payments totaling $131,313 which were accrued and reported in prior years as deferred compensation.
Schedule J, 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 2014 are as follows: E. Holden $195,372, J. Gibson $113,000, A. Mangel $106,024, M. Kaelin, $100,000, T. Gabel $80,000, G. Story $77,000, A. Williams $76,000, M. Roberts $74,000, P. Weisenfeld $61,136, E. Sax $44,000, D. O'Brien $37,400, C. Buchholtz $36,800, S. Earnshaw $110,792, J. Mitchell $65,269 T. Pierson $65,190, L. Gilliland $52,500, and R. Zerbonia $22,495.
Schedule J, 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 2014 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 2014 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	Business Name Line2IssuerName/BusinessNameLine2Txt	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
Durham County Industrial Facilities & Pollution Control
A	Financing Authority	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
B	Financing Authority	561379535	266711AC4	2010-02-18	$24,999,384	Finance construction of office building & parking deck	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Current RefundingCurrentRefundingInd	Advance RefundingAdvanceRefundingInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$0	$0	$41,187,495	$0	$0	$0	$333,770	$0	$0	$40,853,725	$0	$0	2008	0	0	Yes (1)	Yes (1)
B	$0	$0	$25,000,732	$0	$0	$0	$340,956	$0	$0	$24,659,776	$0	$0	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	0.0002	0.0393	0.0395	Yes (1)	0	Yes (1)
B	0	0	0	Yes (1)	0	0.0025	0.0059	0.0084	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 (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule K, Part II, Line 3-11/29/2007 40,560,000 Durham County Industrial Facilities & Pollution Co	The difference in issue price and total proceeds is investment earnings.
Schedule K, Part II, Line 3-02/18/2010 24,999,384 Durham County Industrial Facilities & Pollution Co	The difference in issue price and total proceeds is investment earnings.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (15 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 IV, Line 12a	Research Triangle Institute, as a member of a consolidated group, was included in consolidated independent audited financial statements.
Form 990, Part VI, Section A, Line 2	T. Darden & R. Ingram - Business Relationship; T. Darden & W. Mitchell - Business Relationship; T. Darden & W. Moore - Business Relationship; W. Moore & P. Scott - Business Relationship; W. Moore & W. Mitchell - 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 disclosures in accordancewith 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 interests 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 Institute (the Institute) management seeks the review and approval of the Instuite'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 the reasonableness of the executive compensation packages. The Compensation Committee and 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 2014, the study covered the following executive positions: E. Holden, President and CEO, J. Gibson, Chief Operating Officer, T.Gabel, Executive Vice President, Socical, Statistical and Environmental Sciences, A. Mangel, Executive Vice President, Health Solutions, G. Story, Chief Legal Counsel and Government Affairs, M. Roberts, Senior Vice President, Human Resources, Facilities, Safety and Security, M. Kaelin, Chief Financial Officer, A. Williams, Executive Vice President, International Development Group, T. Lomax, Executive Vice President, Discovery Sciences Technology. Also included in the independent review were the following officer positions: D. O'Brien, Vice President and Corporate Controller and E. Sax, Vice President and Treasurer.
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 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 VII, Section A, Line 1a	T. Lomax transitioned from a Board Member to a Vice President of the organization in November 2014. In column (D), reportable compensation from the organization for this officer reflects their position as follows: Board Member, $30,237 and Vice President, $65,544.
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 University 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	Total Expenses=215,106,870(Subcontractors & Consultants) & 83,809,174(Other Services)
Form 990, Part XI, Line 9	Pension related changes = 481,062

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	Direct Controlling NADirectControllingNACd	Controlled OrganizationControlledOrganizationInd	Business Name Line2DisregardedEntityName/BusinessNameLine2Txt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
Duke University
2138 Campus Drive	Durham	NC	27708	560532129	University	NC	501(c)(3)	2	N/A	0
The University of North Carolina
University of North Carolina	Chapel Hill	NC	27599	566001393	University	NC	501(c)(3)	2	N/A	0	UNC System
RTI Post Retirement Health Benefits Trust
PO Box 12194	Research Triangle Park	NC	27709	561855400	Retiree Health Benefits	NC	501(c)(9)			Yes (1)	RTI VEBA	Research Triangle Institute

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	RTI Ziptronix Equity Associates LLC	BusinessNameLine1Txt

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	27709	ZIPCd

Field	Value	IRS element (for citing)
EIN	300033837	EIN
Primary Activities	Investment Company	PrimaryActivitiesTxt
Legal Domicile State	NC	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	Research Triangle Institute	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Predominant Income Type	Excluded	PredominantIncomeTypeTxt
Share Of Total Income	-$212,976	ShareOfTotalIncomeAmt
Share Of EOY Assets	$0	ShareOfEOYAssetsAmt
Disproportionate Allocations	0	DisproportionateAllocationsInd
General Or Managing Partner	Yes (1)	GeneralOrManagingPartnerInd
Ownership	0	OwnershipPct

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	CountryForeignAddress/CountryCd	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct	Controlled OrganizationControlledOrganizationInd	Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Legal Domicile StateLegalDomicileStateCd	Address Line2ForeignAddress/AddressLine2Txt	Province Or StateForeignAddress/ProvinceOrStateNm	Foreign PostalForeignAddress/ForeignPostalCd
Research Triangle Institute International (Hong Kong) Limited
15 Queens Road Central	Central	HK	Investment Company	HK	Research Triangle Institute	C	-$3,576	$444,601	1	Yes (1)
Research Triangle Institute Global Inc
			Scientific research and development		Research Triangle Institute	C	$0	$1,016	1	Yes (1)	3040 Cornwallis Road	Durham	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	Reseach Triangle Institute	C	-$56,272	$129,386	0.9999	Yes (1)							SHAKARPUR	DELHI	110092

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	0	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	Yes (1)	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	Yes (1)	TransferToOtherOrgInd
Transfer From Other Org	Yes (1)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt	Business Name Line2OtherOrganizationName/BusinessNameLine2Txt
Research Triangle Institute Global India Private Limited
b	$350,915	Cash Value
RTI Post Retirement Health Benefits Trust
p	$578,888	Cash Value	RTI VEBA
RTI Post Retirement Health Benefits Trust
q	$1,315,894	Cash Value	RTI VEBA