National Institute on Retirement Security
990 • Fiscal year 2012 • EIN 20-8705822
Siviq Scores
Scores are not available for this record yet.
Balance Sheet
Assets
Flat$602,573
Flat from 2012
Net Assets
Flat$268,168
Flat from 2012
Liabilities
Flat$334,405
Flat from 2012
Revenue And Expenses
Revenue
-
No earlier filing loaded for comparison.
Expenses
Flat$756,955
Flat from 2012
Net Income
-
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2012 to Dec 31, 2012
- Signed
- May 14, 2013
- Return Version
- 2012v2.1
- Gross Receipts
- $776,294
Mission and Program Overview
Mission
To promote social welfare by conducting national research, education and outreach programs that foster a deep understanding of the value of retirement security in the U.S.A.
Filing and Contact Details
Filer
- EIN
- 20-8705822
Raw XML AppendixShowing 400 of 494 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReview | 0 | 0 |
| IRS990/AccountsPayableAccruedExpenses/BOY | 0 | 35043 |
| IRS990/AccountsPayableAccruedExpenses/EOY | 0 | 23905 |
| IRS990/AccountsReceivable/BOY | 0 | 82913 |
| IRS990/AccountsReceivable/EOY | 0 | 42197 |
| IRS990/ActivitiesConductedPartnership | 0 | 0 |
| IRS990/ActivityOrMissionDescription | 0 | To promote social welfare by conducting national research, education and outreach programs that foster a deep understanding of the value of retirement security in the U.S.A. |
| IRS990/AddressPrincipalOfficerUS/AddressLine1 | 0 | 1612 K Street NW No 500 |
| IRS990/AddressPrincipalOfficerUS/City | 0 | Washington |
| IRS990/AddressPrincipalOfficerUS/State | 0 | DC |
| IRS990/AddressPrincipalOfficerUS/ZIPCode | 0 | 20006 |
| IRS990/AllOtherExpenses/Fundraising | 0 | 513 |
| IRS990/AllOtherExpenses/ManagementAndGeneral | 0 | 1331 |
| IRS990/AllOtherExpenses/ProgramServices | 0 | 6068 |
| IRS990/AllOtherExpenses/Total | 0 | 7912 |
| IRS990/AnnualDisclosureCoveredPersons | 0 | 1 |
| IRS990/AuditCommittee | 0 | 0 |
| IRS990/BenefitsPaidToMembersCY | 0 | 0 |
| IRS990/BenefitsPaidToMembersPriorYear | 0 | 0 |
| IRS990/BsnssRltnshpThruFamilyMember | 0 | 0 |
| IRS990/BsnssRltnshpWithOrganization | 0 | 0 |
| IRS990/CashNonInterestBearing/BOY | 0 | 169472 |
| IRS990/CashNonInterestBearing/EOY | 0 | 197728 |
| IRS990/ChangesToOrganizingDocs | 0 | 1 |
| IRS990/CollectionsOfArt | 0 | 0 |
| IRS990/CompCurrentOfficersDirectors/Fundraising | 0 | 33307 |
| IRS990/CompCurrentOfficersDirectors/ManagementAndGeneral | 0 | 41633 |
| IRS990/CompCurrentOfficersDirectors/ProgramServices | 0 | 133227 |
| IRS990/CompCurrentOfficersDirectors/Total | 0 | 208167 |
| IRS990/CompensationFromOtherSources | 0 | 0 |
| IRS990/CompensationProcessCEO | 0 | 1 |
| IRS990/CompensationProcessOther | 0 | 0 |
| IRS990/ConferencesMeetings/ProgramServices | 0 | 50718 |
| IRS990/ConferencesMeetings/Total | 0 | 50718 |
| IRS990/ConflictOfInterestPolicy | 0 | 1 |
| IRS990/ConservationEasements | 0 | 0 |
| IRS990/ConsolidatedAuditFinancialStmt | 0 | 1 |
| IRS990/ContributionsGrantsCurrentYear | 0 | 744000 |
| IRS990/ContributionsGrantsPriorYear | 0 | 700845 |
| IRS990/CreditCounseling | 0 | 0 |
| IRS990/DecisionsSubjectToApproval | 0 | 0 |
| IRS990/DeductibleContributionsOfArt | 0 | 0 |
| IRS990/DeductibleNonCashContributions | 0 | 0 |
| IRS990/DeferredRevenue/BOY | 0 | 320500 |
| IRS990/DeferredRevenue/EOY | 0 | 310500 |
| IRS990/DelegationOfManagementDuties | 0 | 0 |
| IRS990/DepreciationDepletion/Fundraising | 0 | 1329 |
| IRS990/DepreciationDepletion/ManagementAndGeneral | 0 | 1662 |
| IRS990/DepreciationDepletion/ProgramServices | 0 | 5318 |
| IRS990/DepreciationDepletion/Total | 0 | 8309 |
| IRS990/DescribedIn501C3 | 0 | 0 |
| IRS990/Description | 0 | The organization conducted research, education and outreach programs about pensions and retirement security. Specific program service accomplishments include:-Published original research reports/briefs and distributed these to members of the media, policymakers, industry participiants, researchers and others.-Maintained a website to serve as an educational resource for policymakers, members of the media, researchers and the general public.-Engaged a broad range of audiences through webinars, conferences and other speaking engagements. Gave media interviews and testimony on our research findings. |
| IRS990/DisregardedEntity | 0 | 0 |
| IRS990/DocumentRetentionPolicy | 0 | 1 |
| IRS990/DonorAdvisedFunds | 0 | 0 |
| IRS990/ElectionOfBoardMembers | 0 | 1 |
| IRS990/EmploymentTaxReturnsFiled | 0 | 1 |
| IRS990/ExcessBenefitTransaction | 0 | 0 |
| IRS990/Expense | 0 | 532087 |
| IRS990/FamilyOrBusinessRelationship | 0 | 0 |
| IRS990/FederalGrantAuditRequired | 0 | 0 |
| IRS990/FeesForServicesAccounting/Fundraising | 0 | 4843 |
| IRS990/FeesForServicesAccounting/ManagementAndGeneral | 0 | 3390 |
| IRS990/FeesForServicesAccounting/ProgramServices | 0 | 15983 |
| IRS990/FeesForServicesAccounting/Total | 0 | 24216 |
| IRS990/FeesForServicesLegal/ManagementAndGeneral | 0 | 3374 |
| IRS990/FeesForServicesLegal/Total | 0 | 3374 |
| IRS990/FeesForServicesOther/Fundraising | 0 | 31815 |
| IRS990/FeesForServicesOther/ManagementAndGeneral | 0 | 22270 |
| IRS990/FeesForServicesOther/ProgramServices | 0 | 104988 |
| IRS990/FeesForServicesOther/Total | 0 | 159073 |
| IRS990/FollowSFAS117 | 0 | X |
| IRS990/ForeignActivities | 0 | 0 |
| IRS990/ForeignFinancialAccount | 0 | 0 |
| IRS990/ForeignOffice | 0 | 0 |
| IRS990/Form8282PropertyDisposedOf | 0 | 0 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 0 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 1 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 2 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 3 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 4 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 5 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 6 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 7 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 8 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 9 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 10 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 11 | 40.00 |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 0 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 1 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 2 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 3 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 4 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 5 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 6 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 7 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 8 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 9 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 10 | X |
| IRS990/Form990PartVIISectionA/NamePerson | 0 | Michael Williamson |
| IRS990/Form990PartVIISectionA/NamePerson | 1 | Meredith Williams |
| IRS990/Form990PartVIISectionA/NamePerson | 2 | Hank H Kim Esq |
| IRS990/Form990PartVIISectionA/NamePerson | 3 | Amy Borrus |
| IRS990/Form990PartVIISectionA/NamePerson | 4 | Bill Finelli |
| IRS990/Form990PartVIISectionA/NamePerson | 5 | Laurie Fiori Hackin |
| IRS990/Form990PartVIISectionA/NamePerson | 6 | Jeannine Markoe Raymond |
| IRS990/Form990PartVIISectionA/NamePerson | 7 | Pat McElligott |
| IRS990/Form990PartVIISectionA/NamePerson | 8 | Gregory Smith |
| IRS990/Form990PartVIISectionA/NamePerson | 9 | Ann Yerger |
| IRS990/Form990PartVIISectionA/NamePerson | 10 | Linda Savitsky |
| IRS990/Form990PartVIISectionA/NamePerson | 11 | Diane Oakley |
| IRS990/Form990PartVIISectionA/Officer | 0 | X |
| IRS990/Form990PartVIISectionA/Officer | 1 | X |
| IRS990/Form990PartVIISectionA/Officer | 2 | X |
| IRS990/Form990PartVIISectionA/Officer | 3 | X |
| IRS990/Form990PartVIISectionA/OtherCompensation | 0 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 1 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 2 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 3 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 4 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 5 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 6 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 7 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 8 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 9 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 10 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 11 | 31440 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 0 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 1 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 2 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 3 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 4 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 5 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 6 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 7 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 8 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 9 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 10 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 11 | 176727 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 0 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 1 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 2 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 3 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 4 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 5 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 6 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 7 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 8 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 9 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 10 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 11 | 0 |
| IRS990/Form990PartVIISectionA/Title | 0 | Chairman |
| IRS990/Form990PartVIISectionA/Title | 1 | Vice Chair |
| IRS990/Form990PartVIISectionA/Title | 2 | Secretary/Treasurer |
| IRS990/Form990PartVIISectionA/Title | 3 | Director |
| IRS990/Form990PartVIISectionA/Title | 4 | Director |
| IRS990/Form990PartVIISectionA/Title | 5 | Director |
| IRS990/Form990PartVIISectionA/Title | 6 | Director |
| IRS990/Form990PartVIISectionA/Title | 7 | Director |
| IRS990/Form990PartVIISectionA/Title | 8 | Director |
| IRS990/Form990PartVIISectionA/Title | 9 | Director |
| IRS990/Form990PartVIISectionA/Title | 10 | Director |
| IRS990/Form990PartVIISectionA/Title | 11 | Executive Director |
| IRS990/Form990ProvidedToGoverningBody | 0 | 1 |
| IRS990/FormersListed | 0 | 0 |
| IRS990/FSAudited | 0 | 1 |
| IRS990/FSAuditedBasis/FinancialStatementConsolidated | 0 | X |
| IRS990/FundraisingActivities | 0 | 0 |
| IRS990/Gaming | 0 | 0 |
| IRS990/GrantsAndSimilarAmntsCY | 0 | 0 |
| IRS990/GrantsAndSimilarAmntsPriorYear | 0 | 3000 |
| IRS990/GrantsToIndividuals | 0 | 0 |
| IRS990/GrantsToOrganizations | 0 | 0 |
| IRS990/GrantToRelatedPerson | 0 | 0 |
| IRS990/GrossReceipts | 0 | 776294 |
| IRS990/GroupReturnForAffiliates | 0 | 0 |
| IRS990/Hospital | 0 | 0 |
| IRS990/IndependentAuditFinancialStmt | 0 | 0 |
| IRS990/IndoorTanningServices | 0 | 0 |
| IRS990/InfoInScheduleOPartIII | 0 | X |
| IRS990/InfoInScheduleOPartVI | 0 | X |
| IRS990/InvestmentIncomeCurrentYear | 0 | 811 |
| IRS990/InvestmentIncome/ExclusionAmount | 0 | 811 |
| IRS990/InvestmentIncomePriorYear | 0 | 930 |
| IRS990/InvestmentIncome/TotalRevenueColumn | 0 | 811 |
| IRS990/InvestmentInJointVenture | 0 | 0 |
| IRS990/LandBldgEquipmentAccumDeprec | 0 | 13279 |
| IRS990/LandBuildingsEquipmentBasis | 0 | 27152 |
| IRS990/LandBuildingsEquipmentBasisNet/BOY | 0 | 5139 |
| IRS990/LandBuildingsEquipmentBasisNet/EOY | 0 | 13873 |
| IRS990/LoanToOfficerOrDQP | 0 | 0 |
| IRS990/LocalChapters | 0 | 0 |
| IRS990/MaterialDiversionOrMisuse | 0 | 0 |
| IRS990/MembershipDues | 0 | 744000 |
| IRS990/MembersOrStockholders | 0 | 1 |
| IRS990/MethodOfAccountingAccrual | 0 | X |
| IRS990/MinutesOfCommittees | 0 | 0 |
| IRS990/MinutesOfGoverningBody | 0 | 1 |
| IRS990/MissionDescription | 0 | To promote social welfare by conducting national research, education and outreach programs that foster a deep understanding of the value of retirement security in the U.S.A. |
| IRS990/MoreThan5000KToIndividuals | 0 | 0 |
| IRS990/MoreThan5000KToOrganizations | 0 | 0 |
| IRS990/NameOfPrincipalOfficerPerson | 0 | Diane Oakley |
| IRS990/NbrIndependentVotingMembers | 0 | 9 |
| IRS990/NbrVotingGoverningBodyMembers | 0 | 9 |
| IRS990/NbrVotingMembersGoverningBody | 0 | 9 |
| IRS990/NetAssetsOrFundBalancesBOY | 0 | 248829 |
| IRS990/NetAssetsOrFundBalancesEOY | 0 | 268168 |
| IRS990/NetUnrelatedBusinessTxblIncome | 0 | 0 |
| IRS990/NonDeductibleContributions | 0 | 0 |
| IRS990/NumberFormsTransmittedWith1096 | 0 | 0 |
| IRS990/NumberIndependentVotingMembers | 0 | 9 |
| IRS990/NumberIndividualsGT100K | 0 | 1 |
| IRS990/NumberOfContractorsGT100K | 0 | 0 |
| IRS990/NumberOfEmployees | 0 | 5 |
| IRS990/NumberW2GIncluded | 0 | 0 |
| IRS990/Occupancy/Fundraising | 0 | 8075 |
| IRS990/Occupancy/ManagementAndGeneral | 0 | 10094 |
| IRS990/Occupancy/ProgramServices | 0 | 32300 |
| IRS990/Occupancy/Total | 0 | 50469 |
| IRS990/OfficeExpenses/Fundraising | 0 | 1808 |
| IRS990/OfficeExpenses/ManagementAndGeneral | 0 | 2643 |
| IRS990/OfficeExpenses/ProgramServices | 0 | 13286 |
| IRS990/OfficeExpenses/Total | 0 | 17737 |
| IRS990/OfficerEntityWithBsnssRltnshp | 0 | 0 |
| IRS990/OfficerMailingAddress | 0 | 0 |
| IRS990/Organization501c | 0 | X |
| IRS990/OtherAssetsTotal/BOY | 0 | 3637 |
| IRS990/OtherAssetsTotal/EOY | 0 | 4037 |
| IRS990/OtherEmployeeBenefits/Fundraising | 0 | 625 |
| IRS990/OtherEmployeeBenefits/ManagementAndGeneral | 0 | 780 |
| IRS990/OtherEmployeeBenefits/ProgramServices | 0 | 2496 |
| IRS990/OtherEmployeeBenefits/Total | 0 | 3901 |
| IRS990/OtherExpensePriorYear | 0 | 398768 |
| IRS990/OtherExpensesCurrentYear | 0 | 406118 |
| IRS990/OtherExpenses/Description | 0 | Contract Research |
| IRS990/OtherExpenses/Description | 1 | Meals and entertainment |
| IRS990/OtherExpenses/Description | 2 | Miscellaneous expenses |
| IRS990/OtherExpenses/Description | 3 | Recruiting |
| IRS990/OtherExpenses/Fundraising | 0 | 172 |
| IRS990/OtherExpenses/ManagementAndGeneral | 0 | 344 |
| IRS990/OtherExpenses/ManagementAndGeneral | 1 | 2332 |
| IRS990/OtherExpenses/ManagementAndGeneral | 2 | 70 |
| IRS990/OtherExpenses/ProgramServices | 0 | 61800 |
| IRS990/OtherExpenses/ProgramServices | 1 | 2922 |
| IRS990/OtherExpenses/Total | 0 | 61800 |
| IRS990/OtherExpenses/Total | 1 | 3438 |
| IRS990/OtherExpenses/Total | 2 | 2332 |
| IRS990/OtherExpenses/Total | 3 | 70 |
| IRS990/OtherRevenueCurrentYear | 0 | 0 |
| IRS990/OtherRevenuePriorYear | 0 | 0 |
| IRS990/OtherSalariesAndWages/Fundraising | 0 | 16941 |
| IRS990/OtherSalariesAndWages/ManagementAndGeneral | 0 | 21176 |
| IRS990/OtherSalariesAndWages/ProgramServices | 0 | 67764 |
| IRS990/OtherSalariesAndWages/Total | 0 | 105881 |
| IRS990/PartialLiquidation | 0 | 0 |
| IRS990/PayrollTaxes/Fundraising | 0 | 2928 |
| IRS990/PayrollTaxes/ManagementAndGeneral | 0 | 3660 |
| IRS990/PayrollTaxes/ProgramServices | 0 | 11712 |
| IRS990/PayrollTaxes/Total | 0 | 18300 |
| IRS990/PensionPlanContributions/Fundraising | 0 | 2334 |
| IRS990/PensionPlanContributions/ManagementAndGeneral | 0 | 2918 |
| IRS990/PensionPlanContributions/ProgramServices | 0 | 9336 |
| IRS990/PensionPlanContributions/Total | 0 | 14588 |
| IRS990/PoliticalActivities | 0 | 0 |
| IRS990/PrepaidExpensesDeferredCharges/BOY | 0 | 4460 |
| IRS990/PrepaidExpensesDeferredCharges/EOY | 0 | 5176 |
| IRS990/PriorExcessBenefitTransaction | 0 | 0 |
| IRS990/ProfessionalFundraising | 0 | 0 |
| IRS990/ProgramServiceRevenue/BusinessCode | 0 | 541900 |
| IRS990/ProgramServiceRevenue/BusinessCode | 1 | 541900 |
| IRS990/ProgramServiceRevenueCY | 0 | 31483 |
| IRS990/ProgramServiceRevenue/Description | 0 | Contracted research |
| IRS990/ProgramServiceRevenue/Description | 1 | Honorarium |
| IRS990/ProgramServiceRevenuePriorYear | 0 | 99225 |
| IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome | 0 | 27490 |
| IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome | 1 | 3993 |
| IRS990/ProgramServiceRevenue/TotalRevenueColumn | 0 | 27490 |
| IRS990/ProgramServiceRevenue/TotalRevenueColumn | 1 | 3993 |
| IRS990/ProhibitedTaxShelterTrans | 0 | 0 |
| IRS990/QuidProQuoContributions | 0 | 0 |
| IRS990/ReconcilationOtherChanges | 0 | 0 |
| IRS990/ReconcilationRevenueExpenses | 0 | 19339 |
| IRS990/RegularMonitoringEnforcement | 0 | 1 |
| IRS990/RelatedEntity | 0 | 1 |
| IRS990/RelatedOrgControlledEntity | 0 | 1 |
| IRS990/ReportFin48Footnote | 0 | 1 |
| IRS990/ReportInvestOthSecurities | 0 | 0 |
| IRS990/ReportLandBldgEquip | 0 | 1 |
| IRS990/ReportOtherAssets | 0 | 0 |
| IRS990/ReportOtherLiabilities | 0 | 0 |
| IRS990/ReportProgRelInvest | 0 | 0 |
| IRS990/Revenue | 0 | 31483 |
| IRS990/RevenuesLessExpensesCY | 0 | 19339 |
| IRS990/RevenuesLessExpensesPriorYear | 0 | 28149 |
| IRS990/SalariesEtcCurrentYear | 0 | 350837 |
| IRS990/SalariesEtcPriorYear | 0 | 371083 |
| IRS990/SavingsAndTempCashInvestments/BOY | 0 | 338751 |
| IRS990/SavingsAndTempCashInvestments/EOY | 0 | 339562 |
| IRS990/ScheduleBRequired | 0 | 0 |
| IRS990ScheduleC/AgreeToCarryoverPriorYear | 0 | 0 |
| IRS990ScheduleC/OnlyInHouseLobbying | 0 | 0 |
| IRS990ScheduleC/SubstantiallyAllDuesNondeduct | 0 | 1 |
| IRS990ScheduleD/Equipment/BookValue | 0 | 13873 |
| IRS990ScheduleD/Equipment/Depreciation | 0 | 13279 |
| IRS990ScheduleD/Equipment/OtherCostOrOtherBasis | 0 | 27152 |
| IRS990ScheduleD/ExpensesNotRptdF990 | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptdOnFinStmt | 0 | 0 |
| IRS990ScheduleD/ExpensesSubtotal | 0 | 756955 |
| IRS990ScheduleD/FootnoteInPartXIII | 0 | X |
| IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation | 0 | The Institute is exempt from Federal income taxes under Section 501(c)(4) of the Internal Revenue Code (IRC). The Fund is exempt from Federal income taxes under 501(c)(3) of the IRC. Accordingly, no provision for income taxes has been made in the accompanying consolidated financial statements. As of December 31, 2012, the statute of limitations for tax years 2009 through 2012 remains open with the U.S. Federal jurisdiction and any state and local jurisdictions in which the Institute and the Fund file tax returns. |
| IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier | 0 | Description of Uncertain Tax Positions Under FIN 48: |
| IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference | 0 | Part X, Line 2: |
| IRS990ScheduleD/RevenueNotRptdF990 | 0 | 0 |
| IRS990ScheduleD/RevenueNotRptdOnFinStmt | 0 | 0 |
| IRS990ScheduleD/RevenueSubtotal | 0 | 776294 |
| IRS990ScheduleD/TotalExpensesPerForm990 | 0 | 756955 |
| IRS990ScheduleD/TotalOfBookValueLandBuildings | 0 | 13873 |
| IRS990ScheduleD/TotalRevenuePerForm990 | 0 | 776294 |
| IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt | 0 | 756955 |
| IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt | 0 | 776294 |
| IRS990ScheduleJ/AnyNonFixedPayments | 0 | 0 |
| IRS990ScheduleJ/BoardOrCommitteeApproval | 0 | X |
| IRS990ScheduleJ/CompBasedNetEarningsFilingOrg | 0 | 0 |
| IRS990ScheduleJ/CompBasedNetEarningsRelateOrgs | 0 | 0 |
| IRS990ScheduleJ/CompBasedOnRevenueOfFilingOrg | 0 | 0 |
| IRS990ScheduleJ/CompBasedOnRevenueRelatedOrgs | 0 | 0 |
| IRS990ScheduleJ/CompensationSurvey | 0 | X |
| IRS990ScheduleJ/EquityBasedCompArrangement | 0 | 0 |
| IRS990ScheduleJ/Form990OfOtherOrganizations | 0 | X |
| IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg | 0 | 176727 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg | 0 | 26250 |
| IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg | 0 | 26250 |
| IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson | 0 | Diane Oakley |
| IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg | 0 | 5190 |
| IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/Title | 0 | Executive Director |
| IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg | 0 | 208167 |
| IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs | 0 | 0 |
| IRS990ScheduleJ/InitialContractException | 0 | 0 |
| IRS990/ScheduleJRequired | 0 | 1 |
| IRS990ScheduleJ/SeverancePayment | 0 | 0 |
| IRS990ScheduleJ/SubstantiationRequired | 0 | 1 |
| IRS990ScheduleJ/SupplementalNonqualRetirePlan | 0 | 0 |
| IRS990ScheduleO/GeneralExplanation/Explanation | 0 | The organization has revised the bylaws to create a role of Vice Chair. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 1 | The organization has four leadership members, the Council of Institutional Investors, the National Association of State Retirement Administrators, the National Council on Teacher Retirement, and the National Conference on Public Retirement Systems. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 2 | Each of the organization's Leadership Members appoints two members to the Board of Directors. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 3 | The response to the question on Page 6, Part VI, Line 8b is "No" because the organization does not have a committee with authority to act on behalf of the governing body. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 4 | A copy of the Form 990 is distributed to the board members and the executive director for review and comment. Upon completion of this review, the executive director signs the return and it is mailed to the IRS. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 5 | Persons covered by the policy annually disclose or update to the Secretary/Treasurer any interests that could give rise to conflicts of interest. For each interest disclosed to the Secretary/Treasurer, the Secretary/Treasurer and Chairperson of the Board determine the appropriate course of action, pursuant to the organization's conflict of interest policy. The Executive Director monitors proposed or ongoing transactions for conflicts of interest and discloses them to the Secretary/Treasurer in order to deal with potential or actual conflicts. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 6 | The Board of the National Institute on Retirement Security annually reviews and approves compensation for the executive director after a formal and comprehensive performance evaluation process that involves evaluating and rating the executive director's performance in writing based on several criteria including: research products; leadership; planning; finance; membership development; public relations/education; and operations. All performance evaluations and compensation decisions are documented and kept in the organization's records. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 7 | National Institute on Retirement Security makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 8 | Other professional fees: Program service expenses 104,988. Management and general expenses 22,270. Fundraising expenses 31,815. Total expenses 159,073. |
| IRS990ScheduleO/GeneralExplanation/Identifier | 0 | Other Fees |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 0 | Form 990, Part VI, Section A, line 4 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 1 | Form 990, Part VI, Section A, line 6 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 2 | Form 990, Part VI, Section A, line 7a |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 3 | Form 990, Part VI, Section A, line 8b |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 4 | Form 990, Part VI, Section B, line 11 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 5 | Form 990, Part VI, Section B, line 12c |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 6 | Form 990, Part VI, Section B, line 15a |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 7 | Form 990, Part VI, Section C, line 19 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 8 | Form 990, Part IX, line 11g |
| IRS990/ScheduleORequired | 0 | 1 |
| IRS990ScheduleR/DividendsRelatedOrganization | 0 | 0 |
| IRS990ScheduleR/ExchangeOfAssets | 0 | 0 |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1 | 0 | 1612 K Street NW Suite 500 |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City | 0 | Washington |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State | 0 | DC |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode | 0 | 20006 |
| IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg | 0 | 1 |
| IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA | 0 | N/A |
| IRS990ScheduleR/Form990ScheduleRPartII/EIN | 0 | 320279201 |
| IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection | 0 | 501(c)(3) |
| IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState | 0 | DC |
| IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine1 | 0 | NIRS Research and Education Fund |
| IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities | 0 | Research and Education |
| IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus | 0 | Line 7 |
| IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg | 0 | 0 |
| IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg | 0 | 0 |
| IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg | 0 | 0 |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrg | 0 | 0 |
| IRS990ScheduleR/OtherTransferFromOtherOrg | 0 | 0 |
| IRS990ScheduleR/OtherTransferToOtherOrg | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesByOtherOrgs | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesForOtherOrgs | 0 | 0 |
| IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg | 0 | 0 |
| IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidByOtherOrg | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidToOtherOrg | 0 | 0 |
| IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs | 0 | 0 |
| IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs | 0 | 0 |
| IRS990ScheduleR/SaleOfAssetsToOtherOrg | 0 | 0 |
| IRS990ScheduleR/SharingOfFacilities | 0 | 1 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
- Assets
- $602,573
- Liabilities
- $334,405
- Net assets
- $268,168
- Revenue
- -
- Expenses
- $756,955
- Net income
- -