Rta Incorporated FY2023 filing

Tax-deductible

New Haven, CT501(c)(3)EIN 06-0768741Revenue $586K in FY2023

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.
82¢ 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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FY2023 · 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
82%
of spending
Looks good: 82% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
55 mo
of spending, in cash
Looks good: 54.9 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
$6K
0.03% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$586K
-65% vs prior year
Spent
$623K
To programs
82%
Net assets
$17.1M
By yearFY2020–FY2025
Revenue
$586K
FY2023▼ -65%
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
$623K
FY2023▲ +2%
Tap a bar for its year
Expenses by fiscal year
FY2020$477K
FY2021$576K
FY2022$609K
FY2023$623K
FY2024$636K
FY2025$643K
Net assets
$17.1M
FY2023-0.2%
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 FY2023 Form 990 (year ending June 2023) · see the original

990 PDF Claim
You’re viewing the FY2023 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

82 cents of each dollar spent went to programs.

Program services 82% · $508K Management & general 14% · $86K Fundraising 5% · $29K

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

16 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
President
$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 · $508K · in their own filed words · FY2022
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.

$508Kprogram 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 FY2023 990, line by line.

1The main four
Money inPt VIII
$586K
Ln 12
Investment incomeLn 3$478K
Gifts and grantsLn 1h$106K
Fees for servicesLn 2g$3K
Money outPt IX
$623K
Ln 25
Programscol B$508K
Managementcol C$86K
Fundraisingcol D$29K
Owns and owesPt X
$17.1M
net assets · Ln 32
Cash and savingsLn 1–2$2.8M
Total assetsLn 16$17.1M
LiabilitiesLn 26$6K
PeoplePt VI, VII
16
listed · VII A
PaidVII A0
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$106K
Fees for servicesLn 2g$3K
Investment incomeLn 3$478K
Gains on assetsLn 7$204K
Total revenueLn 12$586K
Assets in detailPt X, end of year
CashLn 1$39K
SavingsLn 2$2.8M
Cash and savings togetherLn 1–2$2.8M
InvestmentsLn 11–13$11.2M
Land, buildings, equipmentLn 10c$3.1M
Total assetsLn 16$17.1M
LiabilitiesLn 26$6K
Net assetsLn 32$17.1M
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 FY23End FY23
Cash and savingsLn 1–2$2.7M$2.8M
InvestmentsLn 11–13$11.3M$11.2M
Land, buildings, equipmentLn 10c$3.2M$3.1M
Total assetsLn 16$17.2M$17.1M
LiabilitiesLn 26$5K$6K
Net assetsLn 32$17.2M$17.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$73K$36K$18K$18K
Other salaries and wagesLn 7$26K$14K$12K
Payroll taxesLn 10$8K$4K$2K$1K
Legal feesLn 11b$12K$12K
Accounting feesLn 11c$6K$6K
Investment management feesLn 11f$12K$12K
Office expensesLn 13$9K$1K$7K$1K
OccupancyLn 16$173K$173K
Conferences, conventions and meetingsLn 19$120K$120K
Depreciation, depletion and amortizationLn 22$128K$127K$851
InsuranceLn 23$31K$31K
Other expenses (24a–d)Ln 24$25K$973$16K$8K
Total functional expensesLn 25$623K$508K$86K$29K

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 Viewing $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 $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 FY2023 990 (6 parts)
Part I · Summary $586,379 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $307,456$105,669
I-9 Program service revenuePrior year $4,790$2,662
I-10 Investment incomePrior year $1,349,977$478,048
I-11 Other revenue$0
I-12 Total revenuePrior year $1,662,223$586,379
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $94,241$106,330
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $514,576$516,323
I-18 Total expensesPrior year $608,817$622,653
I-19 Revenue less expensesPrior year $1,053,406−$36,274
Part VI · Governance 9 of 9 board members independent, no flags
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
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 $586,379 across 6 lines filed
VIII-1f All other contributions, gifts and grants$105,669
VIII-1h Total contributions, gifts and grants$105,669
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $2,662$2,662
VIII-3 Investment incomeExcluded from tax $274,133$274,133
VIII-7 Net gain or loss on sales of assetsExcluded from tax $203,915$203,915
VIII-12 Total revenueRelated to mission $2,662 · Unrelated business $0 · Excluded from tax $478,048$586,379
Part IX · Statement of functional expenses $622,653 across 12 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $36,275 · Management $18,140 · Fundraising $18,135$72,550
IX-7 Other salaries and wagesPrograms $13,732 · Management $12,492$26,224
IX-10 Payroll taxesPrograms $3,825 · Management $2,343 · Fundraising $1,388$7,556
IX-11b Legal feesManagement $11,516$11,516
IX-11c Accounting feesManagement $6,500$6,500
IX-11f Investment management feesManagement $11,613$11,613
IX-13 Office expensesPrograms $1,432 · Management $6,769 · Fundraising $1,145$9,346
IX-16 OccupancyPrograms $172,936$172,936
IX-19 Conferences, conventions and meetingsPrograms $120,345$120,345
IX-22 Depreciation, depletion and amortizationPrograms $127,409 · Management $851$128,260
IX-23 InsurancePrograms $30,583$30,583
IX-24 Other expenses (24a–d)Programs $973 · Management $15,997 · Fundraising $8,254$25,224
IX-25 Total functional expensesPrograms $507,510 · Management $86,221 · Fundraising $28,922$622,653
Part X · Balance sheet $17,146,085 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $126,697$38,702
X-2 Savings and temporary cash investmentsStart of year $2,558,017$2,810,835
X-9 Prepaid expenses and deferred chargesStart of year $10,949$15,141
X-10c Land, buildings and equipment, netStart of year $3,177,245$3,118,245
X-11 Publicly traded securitiesStart of year $11,309,313$11,163,162
X-16 Total assetsStart of year $17,182,221$17,146,085
X-17 Accounts payable and accrued expensesStart of year $5,459$5,597
X-26 Total liabilitiesStart of year $5,459$5,597
X-27 Net assets without donor restrictionsStart of year $17,010,702$16,974,428
X-28 Net assets with donor restrictionsStart of year $166,060$166,060
X-32 Total net assets or fund balancesStart of year $17,176,762$17,140,488
X-33 Total liabilities and net assetsStart of year $17,182,221$17,146,085
Part XI · Reconciliation of net assets $17,140,488 net assets at year end
XI-1 Total revenue$586,379
XI-2 Total expenses$622,653
XI-3 Revenue less expenses−$36,274
XI-4 Net assets at start of year$17,176,762
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$17,140,488

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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