Liabilities / Assets
86th percentile
Higher debt load relative to assets than 86% of similar nonprofits.
990 • Fiscal year 2014 • EIN 20-8705822
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
86th percentile
Higher debt load relative to assets than 86% of similar nonprofits.
Liabilities / Revenue
75th percentile
Higher debt load relative to revenue than 75% of similar nonprofits.
Net Margin
48th percentile
Higher net margin than 48% of similar nonprofits.
Top Officer Pay
99th percentile
Higher top officer pay than 99% of similar nonprofits.
Top officer pay equals 28.6% of source-year revenue.
Asset Growth
48th percentile
Faster asset growth than 48% of similar nonprofits.
Revenue Growth
44th percentile
Faster revenue growth than 44% of similar nonprofits.
Assets
Up$710,825
Up $7,400 (+1.1%) from 2013
Net Assets
Up$313,952
Up $34,881 (+12%) from 2013
Liabilities
Down$396,873
Down $27,481 (-6.5%) from 2013
Revenue
Up$857,712
Up $999 (+0.1%) from 2013
Expenses
Down$822,831
Down $22,979 (-2.7%) from 2013
Net Income
Up$34,881
Up $23,978 (+220%) from 2013
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.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Savings and Temporary Cash Investments | $300,252 | $351,034 | ▲ $50,782 |
| Cash and Non-Interest-Bearing Accounts | $277,811 | $282,146 | ▲ $4,335 |
| Accounts Receivable | $112,500 | $56,250 | ▼ $56,250 |
| Land, Buildings, and Equipment, Net | $4,427 | $11,812 | ▲ $7,385 |
| Prepaid Expenses and Deferred Charges | $4,398 | $5,546 | ▲ $1,148 |
| Total Assets | $703,425 | $710,825 | ▲ $7,400 |
| Other Assets Total | $4,037 | $4,037 | → $0 |
| Liabilities | |||
| Deferred Revenue | $344,950 | $322,400 | ▼ $22,550 |
| Accounts Payable and Accrued Expenses | $79,404 | $74,473 | ▼ $4,931 |
| Total Liabilities | $424,354 | $396,873 | ▼ $27,481 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $279,071 | $313,952 | ▲ $34,881 |
| Total Net Assets Fund Balance | $279,071 | $313,952 | ▲ $34,881 |
| Total Liabilities and Net Assets / Fund Balance | $703,425 | $710,825 | ▲ $7,400 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Equipment | $11,812 | $16,963 | $28,775 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Diane Oakley | Executive Director | FT | $188,719 | $56,291 | $245,010 |
| Name | Title |
|---|---|
| Gregory Smith | Chairman |
| Meredith Williams | Vice Chair |
| Amy Borrus | Director |
| Dana Bilyeu | Director |
| James Sando | Director |
| Laurie Fiori Hacking | Director |
| Mel Aaronson | Director |
| Michael Williamson | Director |
| Hank H Kim Esq | Secretary/Treasurer |
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $421,443 |
| Other Expenses | $401,388 |
| Total Fundraising Expense | $116,553 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Current Officers, Directors, Trustees, and Key Employees | $156,806 | $49,001 | $39,203 | $245,010 |
| Fees for Services Other | $98,111 | $20,812 | $29,731 | $148,654 |
| Other Salaries and Wages | $82,210 | $25,691 | $20,552 | $128,453 |
| Conferences and Meetings | $58,726 | - | - | $58,726 |
| Occupancy | $33,791 | $10,560 | $8,447 | $52,798 |
| Fees for Services Accounting | $18,275 | $3,876 | $5,538 | $27,689 |
| Office Expenses | $16,452 | $2,950 | $1,946 | $21,348 |
| Payroll Taxes | $13,336 | $4,168 | $3,334 | $20,838 |
| Pension Plan Contributions | $12,002 | $3,751 | $3,000 | $18,753 |
| Other Employee Benefits | $5,369 | $1,678 | $1,342 | $8,389 |
| Depreciation Depletion | $5,194 | $1,623 | $1,298 | $8,115 |
| Travel | $6,357 | $374 | $749 | $7,480 |
| Insurance | $2,972 | $929 | $743 | $4,644 |
| Other Expenses | $500 | $301 | $29 | $301 |
| Total Functional Expenses | $578,760 | $127,518 | $116,553 | $822,831 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“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.”
“Each of the organization's Leadership Members appoints two members to the Board of Directors.”
“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.”
“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.”
“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.”
“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.”
“National Institute on Retirement Security makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”
“Other professional fees: Program service expenses 98,111. Management and general expenses 20,812. Fundraising expenses 29,731. Total expenses 148,654.”
“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. The provisions included in accounting principles generally accepted in the United States of America provide consistent guidance for the accounting for uncertainty in income taxes recognized in an entity's financial statements and prescribe a threshold of "more likely than not" for recognition of tax positions taken or expected to be taken in a tax return. The Institute performed an evaluation of uncertain tax positions as of December 31, 2014, and determined that there were no matters that would require recognition in the consolidated financial statements or, which may have any effect on its tax-exempt status. As of December 31, 2014, the statute of limitations for tax years 2011 through 2014 remains open with the U.S. Federal jurisdiction and any state and local jurisdictions in which the Institute and the Fund file tax returns.”
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/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 79404 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 74473 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 112500 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 56250 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 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/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 0 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | The Organization |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 2024578190 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1612 K Street NW No 500 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | Washington |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | DC |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 20006 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 277811 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 282146 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt | 0 | 39203 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 49001 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 156806 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 245010 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 58726 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 58726 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 1 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 832450 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 782 |
| IRS990/CYOtherExpensesAmt | 0 | 401388 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 24480 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 34881 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 421443 |
| IRS990/CYTotalExpensesAmt | 0 | 822831 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 116553 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 857712 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 344950 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 322400 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/DepreciationDepletionGrp/FundraisingAmt | 0 | 1298 |
| IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt | 0 | 1623 |
| IRS990/DepreciationDepletionGrp/ProgramServicesAmt | 0 | 5194 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 8115 |
| IRS990/Desc | 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/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 1 |
| IRS990/EmployeeCnt | 0 | 4 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 578760 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/FundraisingAmt | 0 | 5538 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 3876 |
| IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt | 0 | 18275 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 27689 |
| IRS990/FeesForServicesOtherGrp/FundraisingAmt | 0 | 29731 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 20812 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 98111 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 148654 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 37916 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | Gregory Smith |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | Meredith Williams |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | Hank H Kim Esq |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | Amy Borrus |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | Laurie Fiori Hacking |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | Michael Williamson |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | Dana Bilyeu |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | James Sando |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | Mel Aaronson |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | Diane Oakley |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 207094 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | Chairman |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Vice Chair |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Secretary/Treasurer |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | Executive Director |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 2007 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 9 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossReceiptsAmt | 0 | 857712 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 9 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartIXInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InsuranceGrp/FundraisingAmt | 0 | 743 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 929 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 2972 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 4644 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 782 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 782 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 16963 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 4427 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 11812 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 28775 |
| IRS990/LegalDomicileStateCd | 0 | DC |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembershipDuesAmt | 0 | 832450 |
| IRS990/MembersOrStockholdersInd | 0 | 1 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 0 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 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/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 279071 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 313952 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/FundraisingAmt | 0 | 8447 |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 10560 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 33791 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 52798 |
| IRS990/OfficeExpensesGrp/FundraisingAmt | 0 | 1946 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 2950 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 16452 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 21348 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 4037 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 4037 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt | 0 | 1342 |
| IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt | 0 | 1678 |
| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 5369 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 8389 |
| IRS990/OtherExpensesGrp/Desc | 0 | Contract Research |
| IRS990/OtherExpensesGrp/Desc | 1 | All other expenses |
| IRS990/OtherExpensesGrp/Desc | 2 | Meals and entertainment |
| IRS990/OtherExpensesGrp/Desc | 3 | Miscellaneous expenses |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 641 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 1 | 29 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 1745 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 59 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 301 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 60600 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 8059 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 500 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 60600 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 10445 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 588 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 301 |
| IRS990/OtherSalariesAndWagesGrp/FundraisingAmt | 0 | 20552 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 25691 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 82210 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 128453 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/FundraisingAmt | 0 | 3334 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 4168 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 13336 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 20838 |
| IRS990/PensionPlanContributionsGrp/FundraisingAmt | 0 | 3000 |
| IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt | 0 | 3751 |
| IRS990/PensionPlanContributionsGrp/ProgramServicesAmt | 0 | 12002 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 18753 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 4398 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 5546 |
| IRS990/PrincipalOfficerNm | 0 | Diane Oakley |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 541900 |
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| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 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. The provisions included in accounting principles generally accepted in the United States of America provide consistent guidance for the accounting for uncertainty in income taxes recognized in an entity's financial statements and prescribe a threshold of "more likely than not" for recognition of tax positions taken or expected to be taken in a tax return. The Institute performed an evaluation of uncertain tax positions as of December 31, 2014, and determined that there were no matters that would require recognition in the consolidated financial statements or, which may have any effect on its tax-exempt status. As of December 31, 2014, the statute of limitations for tax years 2011 through 2014 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/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part X, Line 2: |
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| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 0 | Diane Oakley |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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/SupplementalInformationDetail/ExplanationTxt | 1 | Each of the organization's Leadership Members appoints two members to the Board of Directors. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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/SupplementalInformationDetail/ExplanationTxt | 3 | 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/SupplementalInformationDetail/ExplanationTxt | 4 | 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/SupplementalInformationDetail/ExplanationTxt | 5 | 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/SupplementalInformationDetail/ExplanationTxt | 6 | National Institute on Retirement Security makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Other professional fees: Program service expenses 98,111. Management and general expenses 20,812. Fundraising expenses 29,731. Total expenses 148,654. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990, Part VI, Section A, line 6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990, Part VI, Section A, line 7a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990, Part VI, Section A, line 8b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990, Part VI, Section B, line 11 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990, Part VI, Section B, line 12c |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990, Part VI, Section B, line 15a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Form 990, Part VI, Section C, line 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Form 990, Part IX, line 11g |
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Displayed year
2014 • Form 990Detailed filing. Detailed filing data is available for this year.