Rta Incorporated FY2020 filing

Tax-deductible

New Haven, CT501(c)(3)EIN 06-0768741Revenue $1.4M in FY2020

On file with the IRSPo Box 202138, 06520-2138 · New Haven, CTTax-exempt since Feb 1966Publicly supported charity — 170(b)(1)(A)(vi)

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To provide structured programs of intellectual inquiry, sensitivity training and personal development for students of Yale University focusing on topics of intellectual, political or cultural importance.

501(c)(3) charity; gifts are tax-deductible.
68¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $547K a year · 48% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
68%
of spending
Fine: 68% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Cash reserves
94 mo
of spending, in cash
Looks good: 93.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $500
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$4K
0.03% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.4M
Spent
$477K
To programs
68%
Net assets
$14.7M
By yearFY2020–FY2025
Revenue
$1.4M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$1.4M
FY2021$2.0M
FY2022$1.7M
FY2023$586K
FY2024$385K
FY2025$809K
Expenses
$477K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$477K
FY2021$576K
FY2022$609K
FY2023$623K
FY2024$636K
FY2025$643K
Net assets
$14.7M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$14.7M
FY2021$16.1M
FY2022$17.2M
FY2023$17.1M
FY2024$16.9M
FY2025$17.1M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

990 PDF Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 1966.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

68 cents of each dollar spent went to programs.

Program services 68% · $323K Management & general 28% · $133K Fundraising 4% · $20K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

12 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024FY2022
James Petela$85,322$82,500$57,600

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Offers programs for Yale students on intellectual, political, and cultural topics.

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Provided by the organization

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1 program · $323K · in their own filed words · FY2019
01

Educational Programs

structured programs of intellectual inquiry, sensitivity training and personal development for students of Yale University focusing on topics of intellectual, political or cultural importance.

$323Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2025
Total grants receivedfrom 1 funder$500

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$1.4M
Ln 12
Gifts and grantsLn 1h$716K
Investment incomeLn 3$684K
Fees for servicesLn 2g$7K
Money outPt IX
$477K
Ln 25
Programscol B$323K
Managementcol C$133K
Fundraisingcol D$20K
Owns and owesPt X
$14.7M
net assets · Ln 32
Cash and savingsLn 1–2$3.7M
Total assetsLn 16$14.7M
LiabilitiesLn 26$4K
PeoplePt VI, VII
12
listed · VII A
PaidVII A0
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$716K
Noncash giftsLn 1g$3K
Fees for servicesLn 2g$7K
Investment incomeLn 3$684K
Gains on assetsLn 7$408K
Total revenueLn 12$1.4M
Assets in detailPt X, end of year
CashLn 1$88K
SavingsLn 2$3.6M
Cash and savings togetherLn 1–2$3.7M
InvestmentsLn 11–13$10.2M
Land, buildings, equipmentLn 10c$761K
Total assetsLn 16$14.7M
LiabilitiesLn 26$4K
Net assetsLn 32$14.7M
OperationsPt I, VI
EmployeesI 54
VolunteersI 620
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$6.2M$3.7M
InvestmentsLn 11–13$6.8M$10.2M
Land, buildings, equipmentLn 10c$765K$761K
Total assetsLn 16$13.8M$14.7M
LiabilitiesLn 26$16K$4K
Net assetsLn 32$13.8M$14.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$55K$28K$14K$14K
Other salaries and wagesLn 7$31K$18K$12K
Payroll taxesLn 10$7K$4K$2K$1K
Legal feesLn 11b$11K$11K
Accounting feesLn 11c$6K$6K
Investment management feesLn 11f$65K$65K
Office expensesLn 13$17K$1K$11K$5K
OccupancyLn 16$82K$82K
Conferences, conventions and meetingsLn 19$120K$120K
Depreciation, depletion and amortizationLn 22$47K$46K$465
InsuranceLn 23$23K$23K
Other expenses (24a–d)Ln 24$13K$2K$11K$464
Total functional expensesLn 25$477K$323K$133K$20K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $809K$643K$166K$17.1M 990 PDF
FY2024 $385K$636K−$251K$16.9M 990 PDF
FY2023 $586K$623K−$36K$17.1M 990 PDF
FY2022 $1.7M$609K$1.1M$17.2M 990 PDF
FY2021 $2.0M$576K$1.4M$16.1M 990 PDF
FY2020 Viewing $1.4M$477K$931K$14.7M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $1,407,794 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $5,061,958$716,457
I-9 Program service revenuePrior year $2,203$7,314
I-10 Investment incomePrior year $256,953$684,023
I-11 Other revenue$0
I-12 Total revenuePrior year $5,321,114$1,407,794
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $98,516$92,699
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $359,791$384,192
I-18 Total expensesPrior year $458,307$476,891
I-19 Revenue less expensesPrior year $4,862,807$930,903
Part VI · Governance 10 of 10 board members independent, no flags
VI-1a Voting members of the governing body10
VI-1b Independent voting members10
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,407,794 across 7 lines filed
VIII-1f All other contributions, gifts and grants$716,457
VIII-1g Noncash contributions (included above)$3,182
VIII-1h Total contributions, gifts and grants$716,457
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $7,314$7,314
VIII-3 Investment incomeExcluded from tax $275,946$275,946
VIII-7 Net gain or loss on sales of assetsExcluded from tax $408,077$408,077
VIII-12 Total revenueRelated to mission $7,314 · Unrelated business $0 · Excluded from tax $684,023$1,407,794
Part IX · Statement of functional expenses $476,891 across 12 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $27,711 · Management $13,856 · Fundraising $13,855$55,422
IX-7 Other salaries and wagesPrograms $18,197 · Management $12,492$30,689
IX-10 Payroll taxesPrograms $3,511 · Management $2,016 · Fundraising $1,061$6,588
IX-11b Legal feesManagement $10,686$10,686
IX-11c Accounting feesManagement $6,500$6,500
IX-11f Investment management feesManagement $65,092$65,092
IX-13 Office expensesPrograms $1,275 · Management $10,708 · Fundraising $5,003$16,986
IX-16 OccupancyPrograms $81,543$81,543
IX-19 Conferences, conventions and meetingsPrograms $119,888$119,888
IX-22 Depreciation, depletion and amortizationPrograms $46,412 · Management $465$46,877
IX-23 InsurancePrograms $23,340$23,340
IX-24 Other expenses (24a–d)Programs $1,535 · Management $11,281 · Fundraising $464$13,280
IX-25 Total functional expensesPrograms $323,412 · Management $133,096 · Fundraising $20,383$476,891
Part X · Balance sheet $14,711,673 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $659,111$88,121
X-2 Savings and temporary cash investmentsStart of year $5,566,576$3,633,910
X-9 Prepaid expenses and deferred chargesStart of year $28,134$4,650
X-10c Land, buildings and equipment, netStart of year $765,070$761,004
X-11 Publicly traded securitiesStart of year $6,773,038$10,223,988
X-16 Total assetsStart of year $13,791,929$14,711,673
X-17 Accounts payable and accrued expensesStart of year $15,530$4,371
X-26 Total liabilitiesStart of year $15,530$4,371
X-27 Net assets without donor restrictionsStart of year $13,610,339$14,541,242
X-28 Net assets with donor restrictionsStart of year $166,060$166,060
X-32 Total net assets or fund balancesStart of year $13,776,399$14,707,302
X-33 Total liabilities and net assetsStart of year $13,791,929$14,711,673
Part XI · Reconciliation of net assets $14,707,302 net assets at year end
XI-1 Total revenue$1,407,794
XI-2 Total expenses$476,891
XI-3 Revenue less expenses$930,903
XI-4 Net assets at start of year$13,776,399
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$14,707,302

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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