STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

RESEARCH TRIANGLE INSTITUTE: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
RESEARCH TRIANGLE INSTITUTE (EIN 56-0686338)
Tax period
2022-10-01 to 2023-09-30
Filed
2024-08-12
IRS object ID
202412259349302301
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-08-12T14:53:50-05:00ReturnTs
Tax Period End2023-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN920460586PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1600 13TH ST NW STE 1000AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN560686338EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMichael H Kaelin Jr CFOPersonNm
Person TitleChief Financial OfficerPersonTitleTxt
Phone9195416000PhoneNum
Signature2024-08-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTRAVIS L PATTONPreparerPersonNm
PTINP00369623PTIN
Phone2024141000PhoneNum
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

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

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 12194AddressLine1Txt
CityResearch Triangle ParkCityNm
State AbbreviationNCStateAbbreviationCd
ZIP277092194ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,270,903,388GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.rti.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1958FormationYr
Legal Domicile StateNCLegalDomicileStateCd
Activity Or MissionResearch Triangle Institute is one of the world's leading research institutes, dedicated(see Sch O) to improving the human condition by turning knowledge into practice. Our staff of more than 5,900 provides research and technical expertise to governments and businesses in more than 100 countries in the areas of health and pharmaceuticals, education and training, surveys and statistics, advanced technology, international development, economic and social policy, energy and the environment and laboratory and chemistry services.ActivityOrMissionDesc
Voting Members Governing Body16VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee5363TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$16,432,828TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$2,486,243NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$14,808,143PYContributionsGrantsAmt
CY Contributions Grants$13,347,422CYContributionsGrantsAmt
PY Program Service Revenue$1,179,594,256PYProgramServiceRevenueAmt
CY Program Service Revenue$1,216,436,205CYProgramServiceRevenueAmt
PY Investment Income$43,669,743PYInvestmentIncomeAmt
CY Investment Income$15,493,159CYInvestmentIncomeAmt
PY Other Revenue-$7,358PYOtherRevenueAmt
CY Other Revenue$1,587,791CYOtherRevenueAmt
PY Total Revenue$1,238,064,784PYTotalRevenueAmt
CY Total Revenue$1,246,864,577CYTotalRevenueAmt
PY Grants And Similar Paid$508,289PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$3,414,613CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$575,489,853PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$653,846,216CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$606,459,789PYOtherExpensesAmt
CY Other Expenses$572,426,534CYOtherExpensesAmt
PY Total Expenses$1,182,457,931PYTotalExpensesAmt
CY Total Expenses$1,229,687,363CYTotalExpensesAmt
PY Revenues Less Expenses$55,606,853PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$17,177,214CYRevenuesLessExpensesAmt
Total Assets BOY$795,978,443TotalAssetsBOYAmt
Total Assets EOY$821,757,403TotalAssetsEOYAmt
Total Liabilities BOY$319,825,304TotalLiabilitiesBOYAmt
Total Liabilities EOY$327,383,435TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$476,153,139NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$494,373,968NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionResearch Triangle Institute is one of the world's leading research institutes, dedicated to improving the human condition by turning knowledge into practice. Our staff of more than 5,400 provides research and technical (continued on Schedule O, Part III, Line 1) expertise to governments and businesses in more than 100 countries in the areas of health and pharmaceuticals, education and training, surveys and statistics, advanced technology, international development, economic and social policy, energy and the environment and laboratory and chemistry services.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$813,410,098ExpenseAmt
Grant$3,347,378GrantAmt
Revenue$900,933,433RevenueAmt
DescRESEARCH: Multidisciplinary research & development and the application of science & technology in the areas of Health Research; Drug Discovery & Development; Education & Training Research; Survey Research Services; Statistics Research; Economic & Social Research; Advanced Technology Research & Development; Energy Research; Environmental Research Services; and Laboratory & Chemistry Services; See Schedule O for expanded description of these program services.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$290,204,534ExpenseAmt
Grant$67,235GrantAmt
Revenue$317,090,563RevenueAmt
DescINTERNATIONAL DEVELOPMENT: See Schedule O for description of program services, Part III Line 4b.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,103,614,632TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (1)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee5363EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryBGForeignCountryCd
Foreign CountryBRForeignCountryCd
Foreign CountryBNForeignCountryCd
Foreign CountryCBForeignCountryCd
Foreign CountryCMForeignCountryCd
Foreign CountryCHForeignCountryCd
Foreign CountryCSForeignCountryCd
Foreign CountryCGForeignCountryCd
Foreign CountryECForeignCountryCd
Foreign CountryEGForeignCountryCd
Foreign CountryESForeignCountryCd
Foreign CountryETForeignCountryCd
Foreign CountryFRForeignCountryCd
Foreign CountryGHForeignCountryCd
Foreign CountryGTForeignCountryCd
Foreign CountryGVForeignCountryCd
Foreign CountryHAForeignCountryCd
Foreign CountryHOForeignCountryCd
Foreign CountryHKForeignCountryCd
Foreign CountryINForeignCountryCd
Foreign CountryIDForeignCountryCd
Foreign CountryJOForeignCountryCd
Foreign CountryKEForeignCountryCd
Foreign CountryLAForeignCountryCd
Foreign CountryLIForeignCountryCd
Foreign CountryMIForeignCountryCd
Foreign CountryMYForeignCountryCd
Foreign CountryMOForeignCountryCd
Foreign CountryMZForeignCountryCd
Foreign CountryNPForeignCountryCd
Foreign CountryNUForeignCountryCd
Foreign CountryNIForeignCountryCd
Foreign CountryOCForeignCountryCd
Foreign CountryPPForeignCountryCd
Foreign CountryPEForeignCountryCd
Foreign CountryRPForeignCountryCd
Foreign CountryRWForeignCountryCd
Foreign CountrySGForeignCountryCd
Foreign CountrySOForeignCountryCd
Foreign CountrySFForeignCountryCd
Foreign CountrySPForeignCountryCd
Foreign CountrySWForeignCountryCd
Foreign CountryTZForeignCountryCd
Foreign CountryTHForeignCountryCd
Foreign CountryUGForeignCountryCd
Foreign CountryUPForeignCountryCd
Foreign CountryAEForeignCountryCd
Foreign CountryUKForeignCountryCd
Foreign CountryZAForeignCountryCd
Foreign CountryZIForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (1)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members16GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

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

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
T Gabel
President40.00Yes (X)Yes (X)$1,238,271$0$168,915
M Kaelin Jr
Vice President & CFO40.00Yes (X)$900,687$0$154,143
S Kornbluth Separated 11292022
Board Member2.00Yes (X)$43,500$932,669$49,62940.00
J Francis New 2023Separated 63020
Board Member2.00Yes (X)$0$944,968$51,45740.00
A Mangel Separated 5222023
Vice President40.00Yes (X)$831,104$0$142,311
G Story
Secretary40.00Yes (X)$805,918$0$134,852
P Weisenfeld
Vice President40.00Yes (X)$813,321$0$120,206
J Lodge
Board Member2.00Yes (X)$10,875$718,143$52,29340.00
A Helwig Separated 6152023
Vice President40.00Yes (X)$610,787$0$141,468
J Elguera
Vice President40.00Yes (X)$637,635$0$37,490
A Roussel
Vice President40.00Yes (X)$587,462$0$54,665
W Arden
Board Member2.00Yes (X)$62,000$512,279$040.00
C Simmons
Divisional Director40.00$498,970$0$64,809Yes (X)
W Fairfax
Vice President40.00Yes (X)$500,682$0$62,068
E Holden Former
Former President0.00$547,021$0$11,368Yes (X)
C Hill
Divisional Director40.00$470,079$0$51,302Yes (X)
F Gilliam
Board Member2.00Yes (X)$62,000$451,926$040.00
S Earnshaw
Divisional Director40.00$452,659$0$57,928Yes (X)
H Martin
Board Member2.00Yes (X)$82,500$417,055$040.00
P Gordon-Larsen
Board Member2.00Yes (X)$22,250$445,271$040.00
A Cox
Divisional Director40.00$405,649$0$58,773Yes (X)
C Buchholtz
Assistant Secretary40.00Yes (X)$402,753$0$56,041
E Sax
Treasurer40.00Yes (X)$389,230$0$45,186
A Bir
Divisional Director40.00$405,119$0$26,833Yes (X)
T Magnuson Former
Former Board Member0.00$20,625$389,596$040.00Yes (X)
C Cornwell
Vice President40.00Yes (X)$338,808$0$46,773
L May Former
Former Vice President0.00$229,424$0$10,580Yes (X)
J Gibson Former
Former Vice President0.00$227,340$0$7,229Yes (X)
R Williams Former
Former Board Member0.00$32,625$92,611$38,25240.00Yes (X)
P Scott III
Chairman2.00Yes (X)$115,875$0$0
J Moellering
Board Member2.00Yes (X)$70,063$4,995$0
C Shaffer
Board Member2.00Yes (X)$67,500$0$0
W Mitchell
Board Member2.00Yes (X)$64,000$0$0
T Darden
Board Member2.00Yes (X)$62,000$0$0
P Lange
Board Member1.00Yes (X)$62,000$0$040.50
H Pinnix-Ragland
Board Member2.00Yes (X)$58,313$0$0
M Powell
Board Member2.00Yes (X)$57,000$0$0
R Ingram Separated 1272022
Board Member2.00Yes (X)$49,000$0$0
C Nye
Board Member2.00Yes (X)$48,125$0$0
A Gallimore New 712023
Board Member2.00Yes (X)$0$0$040.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org$12,283,170TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$4,909,513TotReportableCompRltdOrgAmt
Total Other Compensation$1,644,571TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1750IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
HR Directions
805 Spring Forest RoadRaleighNC27609Contract Labor$24,625,841
Telligen
1776 West Lakes ParkwayWest Des MoinesIA502667771Health Management$14,677,099
RSM US LLP
331 West 3rd Street Ste 200DavenportIA52801Consulting Services$10,532,943
NPC INC
13710 Dunnings HwyClaysburgPA16625Contract Labor$5,984,977
IMPAQ International LLC
10420 Little Patuxent Pkwy Ste 300ColumbiaMD21044Health Management$5,052,532
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K384CntrctRcvdGreaterThan100KCnt
All Other Contributions$13,347,422AllOtherContributionsAmt
Noncash Contributions$13,347,422NoncashContributionsAmt
Total Contributions$13,347,422TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Research541700$899,770,243$883,337,415$16,432,828
International Development541900$316,665,962$316,665,962
FieldValueIRS element (for citing)
Total Program Service Revenue$1,216,436,205TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$15,550,762TotalRevenueColumnAmt
Exclusion$15,550,762ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$22,986,584SecuritiesAmt
Other$994,624OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$22,986,584SecuritiesAmt
Other$1,052,227OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other-$57,603OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$57,603TotalRevenueColumnAmt
Exclusion-$57,603ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescForeign Currency Gain(Loss)Desc
Business900099BusinessCd
Total Revenue Column$1,587,791TotalRevenueColumnAmt
Related Or Exempt Func Income$1,587,791RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,587,791OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,246,864,577TotalRevenueColumnAmt
Related Or Exempt Func Income$1,201,591,168RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$16,432,828UnrelatedBusinessRevenueAmt
Exclusion$15,493,159ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,347,378TotalAmt
Program Services$3,347,378ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$67,235TotalAmt
Program Services$67,235ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$14,649,162TotalAmt
Management And General$14,649,162ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$420,112,914TotalAmt
Program Services$372,413,875ProgramServicesAmt
Management And General$47,699,039ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$30,463,447TotalAmt
Program Services$24,104,536ProgramServicesAmt
Management And General$6,358,911ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$156,143,270TotalAmt
Program Services$123,550,072ProgramServicesAmt
Management And General$32,593,198ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$32,477,423TotalAmt
Program Services$25,698,117ProgramServicesAmt
Management And General$6,779,306ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,372,289TotalAmt
Program Services$129,292ProgramServicesAmt
Management And General$2,242,997ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$503,857TotalAmt
Program Services$78,460ProgramServicesAmt
Management And General$425,397ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$354,134TotalAmt
Management And General$354,134ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$432,311,327TotalAmt
Program Services$423,267,205ProgramServicesAmt
Management And General$9,044,122ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$35,994TotalAmt
Management And General$35,994ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$14,887,661TotalAmt
Program Services$12,928,564ProgramServicesAmt
Management And General$1,959,097ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$28,331,405TotalAmt
Program Services$26,188,551ProgramServicesAmt
Management And General$2,142,854ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$857,843TotalAmt
Program Services$857,843ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$15,844,593TotalAmt
Program Services$36,656,695ProgramServicesAmt
Management And General-$20,812,102ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$26,110,070TotalAmt
Program Services$24,628,004ProgramServicesAmt
Management And General$1,482,066ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$21,481,630TotalAmt
Program Services$20,633,744ProgramServicesAmt
Management And General$847,886ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$2,343,295TotalAmt
Management And General$2,343,295ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$14,305,307TotalAmt
Program Services$1,714,433ProgramServicesAmt
Management And General$12,590,874ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,610,768TotalAmt
Program Services$835,947ProgramServicesAmt
Management And General$1,774,821ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
Memberships$1,459,143$435,806$1,023,337
Taxes$967,425$967,425
Business Meals$787,220$403,798$383,422
Bad Debt$482,169$482,169

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$6,380,404TotalAmt
Program Services$5,675,077ProgramServicesAmt
Management And General$705,327ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,229,687,363TotalAmt
Program Services$1,103,614,632ProgramServicesAmt
Management And General$126,072,731ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$70,092,996BOYAmt
EOY$38,793,736EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$244,048,956BOYAmt
EOY$276,709,251EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$20,860,195BOYAmt
EOY$22,687,118EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$368,572,982LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$217,887,681LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$157,126,957BOYAmt
EOY$150,685,301EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$168,529,605BOYAmt
EOY$188,836,990EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$84,603,205BOYAmt
EOY$93,366,549EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$20,832,821BOYAmt
EOY$17,847,934EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$29,883,708BOYAmt
EOY$32,830,524EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$795,978,443BOYAmt
EOY$821,757,403EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$190,794,233BOYAmt
EOY$204,120,910EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$56,270,023BOYAmt
EOY$56,811,086EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$44,168,857BOYAmt
EOY$38,094,304EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$28,592,191BOYAmt
EOY$28,357,135EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$319,825,304BOYAmt
EOY$327,383,435EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$475,426,606BOYAmt
EOY$493,695,578EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$726,533BOYAmt
EOY$678,390EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$476,153,139BOYAmt
EOY$494,373,968EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$795,978,443BOYAmt
EOY$821,757,403EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$17,177,214ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$1,043,615OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

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

Supported Org Information SupportedOrgInformationGrp (2 entries)

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

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

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

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

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

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

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

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or ManagementYes (1)PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$354,134DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other Activities0OtherActivitiesInd
Total Lobbying Expenditures$354,134TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

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

Schedule D IRS990ScheduleD

Land LandGrp

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

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$255,358,492OtherCostOrOtherBasisAmt
Depreciation$130,740,878DepreciationAmt
Book Value$124,617,614BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$103,231,232OtherCostOrOtherBasisAmt
Depreciation$87,146,803DepreciationAmt
Book Value$16,084,429BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$7,308,845OtherCostOrOtherBasisAmt
Book Value$7,308,845BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$150,685,301TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescGlobal Endowment Fund IIDesc
Book Value$93,366,549BookValueAmt
Method ValuationCMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$93,366,549TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Other Accrued Expenses$15,051,585
LT Operating Lease Liabilities$13,305,550
FieldValueIRS element (for citing)
Total Liability$28,357,135TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart X, Line 2:FormAndLineReferenceDesc
ExplanationAs provided by Section 501(c)(3) of the IRC and the Internal Revenue Service's determination, the Institute's charitable, scientific, and educational operations are exempt from corporate income taxes and no provision for corporate income taxes is generally required. However, this tax exemption does not pertain to activities unrelated to the Institute's exempt purposes. The Institute's presence in certain foreign countries results in income taxation in these countries. Additionally, the Institute has several for-profit entities subject to corporate income taxation. These for-profit entities' operating losses and goodwill impairments have primarily contributed to a $7.8 million and a $2.8 million net deferred tax asset that has been offset with a full valuation allowance, as of the years ended September 30, 2023 and 2022, respectively. Income taxes associated with foreign operations, unrelated business income, and income generated by the Institute's for-profit entities are not material for the Institute. All not-for-profit (NFP) organizations, including the Institute, are subject to the provisions of Financial Accounting Standards Board (FASB) Accounting Standards Codification (ASC) Topic 740, Income Taxes, related to the accounting for uncertainty in tax positions, including the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. The tax benefit from an uncertain tax position is only recognized in the consolidated balance sheets if the tax position is more likely than not to be sustained upon examination, based on the technical merits of the position. Interest and penalties, if any, are included in tax expense in the consolidated statements of revenue, costs, and changes in Institute net assets. As of September 30, 2023, and 2022, the Institute had no uncertain tax positions that qualify for recognition or disclosure in the consolidated financial statements.ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (13 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,10149Program ServicesResearch of Economic&Social,Education,Energy,Governance&Economics,Health$12,113,087
East Asia and the Pacific - Australia, Brunei, Burma, Cambodia,24545Program ServicesResearch of Economic&Social,Education,Energy,Governance&Economics,Health$66,814,062
Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium0135Program ServicesResearch of Economic&Social,Education,Energy,Governance&Economics,Health$28,610,504
Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt,138Program ServicesResearch of Economic&Social,Education,Energy,Governance&Economics,Health$2,568,045
Russia and Neighboring States - Armenia, Azerbijan, Belarus,090Program ServicesResearch of Economic&Social,Education,Energy,Governance&Economics,Health$13,611,016
South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador,04Program ServicesResearch of Economic&Social,Education,Energy,Governance&Economics,Health,Tech$868,393
South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal,0159Program ServicesResearch of Economic&Social,Education,Energy,Governance&Economics,Health$12,397,324
Sub-Saharan Africa - Angola, Benin, Botswana, Burkina Faso,40847Program ServicesResearch of Economic&Social,Education,Energy,Governance&Economics,Health$176,473,932
North America - Canada and Mexico, but not the United States113Program ServicesResearch of Economic&Social,Education,Energy,Governance&Economics,Health$2,220,568
Sub-Saharan Africa - Angola, Benin, Botswana, Burkina Faso,Grantmaking$34,734
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,Grantmaking$18,249
East Asia and the Pacific - Australia, Brunei, Burma, Cambodia,Grantmaking$9,750
South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal,Grantmaking$4,502
FieldValueIRS element (for citing)
Subtotal Offices75SubtotalOfficesCnt
Subtotal Employees1967SubtotalEmployeesCnt
Continuation Total Office1ContinuationTotalOfficeCnt
Continuation Total Employee13ContinuationTotalEmployeeCnt
Total Office76TotalOfficeCnt
Total Employee1980TotalEmployeeCnt
Subtotal Spent$313,456,363SubtotalSpentAmt
Continuation Spent$2,287,803ContinuationSpentAmt
Total Spent$315,744,166TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (3 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmt
East Asia and the PacificGeneral Support$9,750$0
Sub-Saharan AfricaGeneral Support$34,734$0
Central America and the CaribbeanGeneral Support$18,249$0
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott CountriesYes (1)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part III Accounting Method:
Schedule F, Part I, Line 1RTI's International development program services are not in the nature of grantmaking. See Part III, line 4(b) of the Form 990.
Schedule F, Part I, Line 2RTI is committed to improving the human condition and helping people by giving back to the communities where we are located. As described in Schedule I, RTI seeks recommendations for worthy charitable causes. During FY23 RTI contributed to the following communities: RTI contributed $3,250 to Centro para la Reconstruccin del Habitat in the Caribbean to create stable economic livelihoods that enable farmers to balance their work with their play, leisure, learning and other priorities. RTI contributed $3,250 to I Support the Girls in East Asia to collect and distribute essential wellness and hygiene items to women experiencing homelessness, impoverishment, or distress. RTI contributed $3,250 to Morning Star Children's Home in Africa to give children hope and joy for a brighter future. RTI contributed $3,250 to Tree House Family in Africa to empower orphans and vulnerable children through education, shelter, food, and health services. RTI contributed $4,500 to Good Faith Children's Home in Africa to help under privileged children with housing and the skills to become responsible citizens. RTI contributed $4,500 to Fundacin Asturias Maldonado in Latin America to advance a model Pre K-13 school in which students will graduate with employable skills and contribute to the economic growth of their communities. RTI contributed $4,500 to House of Hope Children's Home in Africa to provide a safe haven for orphans and other children. RTI contributed $4,500 to Lotus Petal Foundation in South Asia to provide education, nutritious meals, free healthcare, and skill development to impoverished children in urban India. RTI contributed $4,500 to The Lisah Project Community Based organization in Africa to eliminate school hunger, while providing leadership in formulating innovative, holistic, communal, and sustainable mechanisms. RTI contributed $4,500 to Aldo Castaeda Foundation in Latin America to help thousands of children born with heart malformations that need diagnosis, treatment, and surgery. RTI contributed $4,500 to SOS Children's Villages, Inc. in East Asia to help build families for children in need. RTI contributed $4,500 to Star of the Lake CBO in Africa to improve the living standards of the community through positive interventions. RTI contributed $4,500 to Fundacion Margarita Tejada for children with Down syndrome in Latin America to generate integral development opportunities with inclusion for people with Down Syndrome. RTI contributed $4,500 to Home Marina Guirola Leal in Latin America to provide special care for children, adolescents, and adults. RTI contributed $4,500 to Malaika Initiative for People with Disabilities in Africa to empower, build capacity and improve the spiritual, health, and socio-economic status of children with disabilities. RTI contributed $4,500 to Nyimine Empowerment Community in Africa to build a competent, healthier, economically stable and focused community, equipped with the necessary tools, skills, and knowledge for self-reliance and development.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
DURHAM JAZZ WORKSHOP INC
4608 Industry LaneDurhamNC27713454956498501(c)(3)$10,000$0General Support
PORCH INC
218 Lake Manor RoadChapel HillNC27516272759081501(c)(3)$5,250$0General Support
UNITED WAY
2400 Perimeter Park Dr Ste 150MorrisvilleNC27560561949103501(c)(3)$86,949$0General Support
NC BIOTECHNOLOGY
PO Box 13547RTPNC27709561434024501(c)(3)$10,000$0General Support
NCINNOVATION INC
1101 Haynes Ste 102RaleighNC27604844902334501(c)(3)$2,900,000$0General Support
RISE AGAINST HUNGER INC
3733 National DrRaleighNC27612161541024501(c)(3)$14,250$0General Support
AMERICAN NATIONAL RED CRO
431 18th Street NWWashingtonDC20006530196605501(c)(3)$77,728$0General Support
BOOKS FOR KEEPS
PO Box 49761AthensGA30604274714080501(c)(3)$5,500$0General Support
ACTION AGAINST HUNGER
1 Whitehall StNew YorkNY10004133327220501(c)(3)$25,444$0General Support
FieldValueIRS element (for citing)
Total501c3 Org9Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

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

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (29 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
T Gabel
President$799,165$0$395,141$0$43,965$0$113,432$0$55,483$0$1,407,186$0$81,636$0
M Kaelin Jr
Vice President & CFO$556,660$0$320,908$0$23,119$0$98,943$0$55,200$0$1,054,830$0$83,911$0
S Kornbluth Separated 11292022
Board Member$43,500$912,169$0$0$0$20,500$0$37,164$0$15,418$43,500$985,251$0$0
J Francis New 2023Separated 63020
Board Member$0$583,055$0$361,913$0$0$0$37,164$0$16,153$0$998,285$0$0
A Mangel Separated 5222023
Vice President$532,629$0$272,899$0$25,576$0$95,132$0$47,178$0$973,414$0$80,900$0
G Story
Secretary$495,192$0$291,463$0$19,263$0$87,796$0$47,056$0$940,770$0$76,597$0
P Weisenfeld
Vice President$519,313$0$274,492$0$19,516$0$91,832$0$28,374$0$933,527$0$77,966$0
J Lodge
Board Member$10,875$513,301$0$186,142$0$18,700$0$37,164$0$16,764$10,875$772,071$0$0
A Helwig Separated 6152023
Vice President$465,496$0$130,524$0$14,767$0$85,205$0$56,263$0$752,255$0$0$0
J Elguera
Vice President$382,821$0$253,000$0$1,814$0$8,640$0$28,850$0$675,125$0$0$0
A Roussel
Vice President$389,435$0$188,204$0$9,823$0$9,369$0$45,297$0$642,128$0$0$0
W Arden
Board Member$62,000$512,279$0$0$0$0$0$0$0$0$62,000$512,279$0$0
C Simmons
Divisional Director$367,350$0$123,994$0$7,626$0$0$0$64,809$0$563,779$0$0$0
W Fairfax
Vice President$378,988$0$114,265$0$7,429$0$8,328$0$53,740$0$562,750$0$0$0
E Holden Former
Former President$88,284$0$457,880$0$857$0$0$0$11,368$0$558,389$0$207,086$0
C Hill
Divisional Director$355,080$0$106,285$0$8,714$0$0$0$51,302$0$521,381$0$0$0
F Gilliam
Board Member$62,000$451,926$0$0$0$0$0$0$0$0$62,000$451,926$0$0
S Earnshaw
Divisional Director$347,598$0$100,125$0$4,936$0$0$0$57,928$0$510,587$0$0$0
H Martin
Board Member$82,500$417,055$0$0$0$0$0$0$0$0$82,500$417,055$0$0
P Gordon-Larsen
Board Member$22,250$445,271$0$0$0$0$0$0$0$0$22,250$445,271$0$0
A Cox
Divisional Director$315,076$0$88,400$0$2,173$0$0$0$58,773$0$464,422$0$0$0
C Buchholtz
Assistant Secretary$314,688$0$85,120$0$2,945$0$0$0$56,041$0$458,794$0$0$0
E Sax
Treasurer$309,852$0$76,593$0$2,785$0$0$0$45,186$0$434,416$0$0$0
A Bir
Divisional Director$335,117$0$66,805$0$3,197$0$0$0$26,833$0$431,952$0$0$0
T Magnuson Former
Former Board Member$20,625$389,596$0$0$0$0$0$0$0$0$20,625$389,596$0$0
C Cornwell
Vice President$276,347$0$61,265$0$1,196$0$0$0$46,773$0$385,581$0$0$0
L May Former
Former Vice President$79,909$0$148,817$0$698$0$0$0$10,580$0$240,004$0$69,954$0
J Gibson Former
Former Vice President$53,984$0$172,499$0$857$0$0$0$7,229$0$234,569$0$98,062$0
R Williams Former
Former Board Member$32,625$72,111$0$0$0$20,500$0$10,942$0$27,474$32,625$131,027$0$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 1aExclusively for its business purposes, RTI maintains memberships to two business clubs, where leaders in industry and business gather. No taxable income has been imputed to the senior executives who use these RTI club memberships exclusively for RTI business purposes.
Part I, Line 4bThe Institute implemented a long term incentive plan designed to reward executives to ensure the organization's finances are strong and to retain executives. This plan recognizes that the executives' total compensation is below market. Rather than increasing salaries, annual incentives or supplemental retirement benefits, the Board implemented a cash based retention plan which is dependent on the Institute's continued strong performance. Amounts paid and accrued during the calendar year 2022 are as follows: E. Holden $207,086 J. Gibson $98,062, M. Kaelin $324,382, T. Gabel $338,697, A. Mangel $312,482, G. Story $293,587, P. Weisenfeld $301,300, L. May $69,954, A. Helwig $85,205, A.Roussel $9,369, W. Fairfax $8,328, J. Elguera $8,640. These amounts include payments totaling $776,111 which were accrued and reported in prior years as deferred compensation.
Part I, Line 7RTI maintains variable compensation plans which are reviewed and approved annually by the Compensation Committee of the Board, as well as the full Board, to establish appropriate measurable targets and objectives along with incentive amounts. Actual performance under the plans is reviewed after the performance period and approved by the Compensation Committee and full Board as well. Amounts paid under these plans during the calendar year 2022 are as follows: T. Gabel $226,512, M. Kaelin $154,379, P. Weisenfeld $142,689, G.Story $137,269 A. Mangel $136,449, A. Helwig $130,524, A. Roussel $103,204, W. Fairfax $99,265, C. Simmons $95,401, S. Earnshaw $90,125, C. Hill $81,285, J. Eluera $78,000, A.Cox $73,400, C. Buchholtz $70,000, E. Sax $69,093, C. Cornwell $61,200, A. Bir $54,305
Part I, Line 8RTI recruits its executive leadership from the national labor market, and this practice can introduce variability into each executive's initial compensation package. Accordingly, amounts were paid and accrued during the 2022 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 2022 bonus or other compensation columns for each executive that received such payment. Any unpaid accruals are included in the deferred compensation column.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

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

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

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

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A0Yes (1)0Yes (1)00.000000.005100.00510Yes (1)0Yes (1)
B000Yes (1)00.000000.004900.00490Yes (1)0Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

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

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

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

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceScheduke K Part II Line 3FormAndLineReferenceDesc
Explanation(a) Investment Earnings: $627,495 (b) Investment Earnings: $1,348ExplanationTxt

Schedule M IRS990ScheduleM

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Costshare0$6,767,141Cost
Yes (X)Costshare3$6,580,281Cost
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (14 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4aHEALTH RESEARCH is our largest single field of study, encompassing research that ranges from studies of the human genome and the development of new drug compounds to national surveys of health behaviors and the implementation of global health programs. Our activities in DRUG DISCOVERY AND DEVELOPMENT include working with pharmaceutical companies and government agencies to bring new medicines to market, and to ensure the safety and efficacy of those in the marketplace. As part of a comprehensive EDUCATION AND TRAINING RESEARCH program, our experts conduct rigorous studies used to assess and improve the quality of early development, education, and employment programs in the United States and many other countries. We also provide training solutions for forensic scientists and law enforcement. RTI is a leader in SURVEY RESEARCH and SURVEY STATISTICS. With a staff of highly skilled researchers using advanced data collection systems and techniques, we offer broad-based survey services for public and private sector studies. Our SURVEY RESEARCH SERVICES include study design, instrument development and evaluation, pretests and pilot studies, mail surveys, telephone surveys, face-to-face field surveys, Web surveys, records abstraction, collection of biological specimens, mixed-mode surveys, subject tracing, focus groups, and health registries. Our STATISTICS RESEARCH experts conduct complex statistical analyses to support wide ranging research programs in both laboratory and social sciences as well as ensure the quality, validity, and reliability of our research products and results by applying quality control and assurance procedures from sampling design through data collection and analysis. Our multidisciplinary ECONOMIC & SOCIAL RESEARCH team includes experts in economics, demography, health, education, urban planning, and public financing. We provide independent, objective information and analyses that help to inform and improve public policy discourse and advance economic and social development decision making in technology, economics and policy, crime and justice, and food and nutrition policy. We provide ADVANCED TECHNOLOGY RESEARCH & DEVELOPMENT services through the identification, development, application, and transfer of leading-edge technologies in areas including Materials Science; Electronics; Microfabrication; Information Technology; Innovation Advising; and Technology Economics & Policy. Our ENERGY RESEARCHERS develop advanced energy technologies to address today's significant energy challenges, such as climate change, energy security, energy efficiency, sustainability, and water conservation. Our research supports national and worldwide goals of reliable, sustainable, economically viable, and secure energy supplies. We are a leading provider of ENVIRONMENTAL RESEARCH SERVICES for the U.S. Environmental Protection Agency and other government agencies. We conduct large-scale environmental management projects for both government and industry, helping them make critical policy and regulatory decisions. Our LABORATORY & CHEMISTRY SERVICES support RTI research with state-of-the-art instrumentation, technologies, and processes. Our lab specifications and procedures emphasize quality control and excellence at every level of activity to meet the expectations and needs of our clients.
Form 990, Part III, Line 4bINTERNATIONAL DEVELOPMENT Our experts in international development are dedicated to improving the human condition in developing countries. With more than 1,400 international development staff members based around the world, we deliver advisory and training services at the national, sub-national, and local government levels, providing institutional development through the transfer of analytical tools and methods. We often work in multidisciplinary teams that cut across traditional sector boundaries. Our clients include the United States Agency for International Development, Asian Development Bank, World Bank, Inter-American Development Bank, and several agencies of the United Nations, as well as foundations and other regional and international organizations. Our INTERNATIONAL DEVELOPMENT service areas include Governance & Stabilization; International Education; International Environmental Services; Global Health; Information & Communication Technology; and Monitoring & Evaluation.
Form 990, Part VI, Section A, line 2T. Darden & R. Ingram Business Relationship; T. Darden & C. Shaffer Business Relationship; R. Ingram & C. Shaffer Business Relationship; H. Martin & P. Gordon-Larsen Business Relationship; H. Martin & W. Arden Business Relationship; H. Martin & H. Ragland Business Relationship; H. Martin & F. Gilliam Business Relationship; C. Shaffer & R. Ingram Business Relationship; J. Lodge & J. Francis Business Relationship; J. Lodge & A. Gallimore Business Relationship; H. Ragland & P. Scott Business Relationship, P.Gordon-Larsen & C. Buchhotz Business Relationship
Form 990, Part VI, Section A, line 6Research Triangle Institute is a non-profit corporation incorporated under the laws of the State of North Carolina. The Members of the corporation include the persons who at the time occupy the following positions: President, The University of North Carolina, Duke University: one member of the Board of Trustees of Duke University, appointed by the Chair of the Board of Trustees of Duke University, for one or more terms of three years; and one member of the Board of Governors of the University of North Carolina, appointed by the Chair of the Board of Governors of the University of North Carolina, for one or more terms of three years. The members shall elect the Governors, review and act on fundamental corporate transactions approved by the Governors, and take such other actions as may be required by law. No part of the earnings of the corporation shall insure to the benefit of any member or individual.
Form 990, Part VI, Section A, line 7aThe members shall elect the Governors as described in the Bylaws of the Corporation.
Form 990, Part VI, Section A, line 7bThe members shall review and act on fundamental corporate transactions approved by the Governors and take such other actions as may be required by law. Fundamental corporate transactions are described in the Articles of Incorporation.
Form 990, Part VI, Section B, line 11bThe Form 990 with required schedules was provided to the full Board of Governors prior to filing via posting on RTI's hosted board communication solution, Director's Desk. In addition, RTI management reviewed the process and steps undertaken in completing the form with the Audit and Compensation Committees of the Board, including a review of the full Form 990 with the Audit committee prior to dissemination to the full Board.
Form 990, Part VI, Section B, line 12cMembers of the Board of Governors, Officers and Key Employees are required to complete an annual conflict of interest disclosure in accordance with the organization's policies and procedures. Each disclosure is reviewed by the Audit Committee Chair, Chair of the Board of Governors, or the Chief Ethics Officer to determine whether a conflict of interest exists and if so, whether it appears to be significant and may warrant further review or recusal according to the standards and guidelines of the policy.
Form 990, Part VI, Section B, line 15Each year, Research Triangle Institute (the Institute) management seeks the review and approval of the Institute's Compensation Committee and Board of Governors (Board) to ensure that the total compensation packages for its Chief Executive Officer (CEO) and other senior executives listed below are reasonable. The CEO and other senior executives are not involved in the Compensation Committee and Board's decision regarding reasonableness of the executive compensation packages. The Compensation Committee and the Board use independent compensation surveys conducted by nationally recognized independent firms. The independent survey includes compensation paid by comparable institutions (taxable as well as non-taxable) for functionally comparable positions and in comparable positions and in comparable geographic labor markets. The Compensation Committee and Board also uses an independent executive compensation consulting firm to review the survey data and provide comments opining on the reasonableness of the compensation for the Institute's senior executives. In 2022 and 2023, the study covered the following executive positions: T. Gabel, President and CEO, A. Mangel, Executive Vice President, Health Solutions, G. Story, Chief Legal Counsel and Government Affairs, M. Kaelin, Chief Financial Officer, P. Weisenfeld, Executive Vice President, International Development Group, A. Roussel, Executive Vice President, Social, Statistical and Environmental Sciences, J. Elguera, Executive Vice President and Chief Information Officer, W. Fairfax, Executive Vice President and Chief Human Resources Officer. Also included in the independent review were the following positions: C. Cornwell, Vice President and Corporate Controller, E. Sax, Senior Vice President and Treasurer and C. Buchholtz, Senior Vice President and Assistant General Counsel.
Form 990, Part VI, Section C, line 19The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.
Form 990, Part VI, Section B, Line 16bRTI and its staff belong to and participate in consortiums and associations that are consistent with RTI's mission to improve the human condition. These affiliations are neither in form nor substance a joint venture for federal income taxation. While RTI has not entered into a joint venture with a taxable entity, RTI has adopted a joint venture policy in order to evaluate its participation for federal income tax purposes. Additionally, certain federal contracts are awarded on a cost share basis whereby a cost share subcontractor reimburses RTI for a percentage of the total contract costs. Cost share arrangements exist primarily with unrelated taxable entities.
Form 990, Part VII, Section A, Line 1bRTI was established in 1958 by Duke University and the University of North Carolina System as the founding tenant of Research Triangle Park in North Carolina. It has grown into one of the world's leading independent nonprofit research organizations and is dedicated to conducting research and development that improves the human condition by turning knowledge into practice. Based on RTI's corporate governance structure, compensation of those Board Members employed by supported organizations (i.e. Duke and UNC System) is reported in column (E) and was obtained from the 990 information request questionnaire that was distributed to these listed persons and Duke University. These amounts were paid by either Duke Universiy or The University of North Carolina (UNC System). Given the supporting relationship with these universities, RTI is requested to report these amounts; however, RTI has no influence over this compensation.
Form 990, Part IX, line 11gSubcontractors & Consultants: Program service expenses 299,470,355. Management and general expenses 1,820,227. Fundraising expenses 0. Total expenses 301,290,582. Other Services: Program service expenses 99,208,797. Management and general expenses 7,223,895. Fundraising expenses 0. Total expenses 106,432,692. Passthroughs: Program service expenses 24,588,053. Management and general expenses 0. Fundraising expenses 0. Total expenses 24,588,053.
Form 990, Part XI, line 9:Pension related changes 3,972,905. George Watts HIll Fund-Unrealized Gains (Permanently Restricted) 397. George Watts HIll Fund-Other Income (Temporarily Restricted) -38,540. Other Income/Expense Corporate Adjustments -2,881,147. Award Release -10,000.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
Market Certitude LLC
PO Box 12194Research Triangle ParkNC27709364262479Health Economics and Outcome ResearchNJ$0$0Research Triangle Institute
Research Triangle Institute International LLC
PO Box 12194Research Triangle ParkNC27709861462156Scientific Research and DevelopmentNC-$537,112$602,256Research Triangle Institute

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

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

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCdShare Of Total IncomeShareOfTotalIncomeAmtProvince Or StateForeignAddress/ProvinceOrStateNm
Research Triangle Institute Global Inc
3040 Cornwallis RoadResearch Triangle ParkNC27709472500213Scientific research and developmentNCResearch Triangle InstituteC$4781.00000Yes (1)
Research Triangle Institute Global India Private Limited
Scientific research and developmentResearch Triangle InstituteC$3,197,3940.99990Yes (1)F22 667 IIND Floor Ganesh Nagar IINew DelhiIN110092IN$7,936,081
RTI Syntegrity Inc
3040 Cornwallis RoadResearch Triangle ParkNC27709812649493Business ServicesNCResearch Triangle InstituteC$241,7171.00000Yes (1)$28,563
Team Syntegrity Americas Inc
981017378ConsultingRTI Syntegrity IncC1.00000Yes (1)181 Bay Street Suite 2425TorontoCAM5J 2T3CAOntario
International Resources Group Ltd
3040 Cornwallis RoadResearch Triangle ParkNC27709112777542ConsultingNCResearch Triangle InstituteC$1,628,6621.00000Yes (1)-$229,320
Grupo Internacional de Recursos del Sur I R G Socidedad Anonima
ServicesInternational Resources Group LtdC1.00000Yes (1)De La Emhajada Americana Un KilometSan Jose RohrmoseCSCS
RTI Health Solutions France SAS
Health ResearchResearch Triangle InstituteC$331,3401.00000Yes (1)14 rue Rhin et DanubeLyonFR69009FR$36,983
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Research Triangle Institute Global India Private Limited
L$208,597Cash Value
Duke University
N$1,210,000Cash Value