Civic Intelligence

National Institute on Retirement Security

990 • Fiscal year 2014 • EIN 20-8705822

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 29, 2015

1612 K Street NW No 500Washington, DC 20006

(202) 457-8190

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

86th percentile

0.56x

Higher debt load relative to assets than 86% of similar nonprofits.

2014 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

75th percentile

0.46x

Higher debt load relative to revenue than 75% of similar nonprofits.

2014 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2014

Net Margin

48th percentile

4.1%

Higher net margin than 48% of similar nonprofits.

2014 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

99th percentile

$245,010

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 28.6% of source-year revenue.

2014 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2014

Asset Growth

48th percentile

1.1%

Faster asset growth than 48% of similar nonprofits.

2014 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

44th percentile

0.1%

Faster revenue growth than 44% of similar nonprofits.

2014 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2013 to 2014

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

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $604,372Liabilities 2011: $355,543Net Assets 2011: $248,8292011Assets 2012: $602,573Liabilities 2012: $334,405Net Assets 2012: $268,1682012Assets 2013: $703,425Liabilities 2013: $424,354Net Assets 2013: $279,0712013Assets 2014: $710,825Liabilities 2014: $396,873Net Assets 2014: $313,9522014Assets 2015: $921,343Liabilities 2015: $439,124Net Assets 2015: $482,2192015Assets 2016: $1,027,747Liabilities 2016: $559,776Net Assets 2016: $467,9712016Assets 2017: $993,538Liabilities 2017: $430,281Net Assets 2017: $563,2572017Assets 2018: $975,324Liabilities 2018: $358,307Net Assets 2018: $617,0172018Assets 2019: $1,129,966Liabilities 2019: $575,569Net Assets 2019: $554,3972019Assets 2020: $944,977Liabilities 2020: $402,032Net Assets 2020: $542,9452020Assets 2021: $1,164,483Liabilities 2021: $528,711Net Assets 2021: $635,7722021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $1Liabilities 2023: $02023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2014

Assets$710,825
Liabilities$396,873
Net Assets$313,952

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2011: $772,8512011Revenue 2012: $776,294Expenses 2012: $756,955Net Income 2012: $19,3392012Revenue 2013: $856,713Expenses 2013: $845,810Net Income 2013: $10,9032013Revenue 2014: $857,712Expenses 2014: $822,831Net Income 2014: $34,8812014Revenue 2015: $873,350Expenses 2015: $705,083Net Income 2015: $168,2672015Revenue 2016: $857,633Expenses 2016: $896,881Net Income 2016: -$39,2482016Revenue 2017: $906,925Expenses 2017: $811,639Net Income 2017: $95,2862017Revenue 2018: $903,413Expenses 2018: $849,653Net Income 2018: $53,7602018Revenue 2019: $789,514Expenses 2019: $852,134Net Income 2019: -$62,6202019Revenue 2020: $855,732Expenses 2020: $867,184Net Income 2020: -$11,4522020Revenue 2021: $842,368Expenses 2021: $749,541Net Income 2021: $92,8272021Expenses 2022: $635,7722022Revenue 2023: $0Expenses 2023: $0Net Income 2023: $02023

Highlighted filing

2014

Revenue$857,712
Expenses$822,831
Net Income$34,881
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 29, 2015
Return Version
2014v5.0
Gross Receipts
$857,712
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.

Balance Sheet Detail
LineBeginningEndChange
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 Categories

AssetBook ValueDepreciationBasis
Equipment$11,812$16,963$28,775
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Diane OakleyExecutive DirectorFT$188,719$56,291$245,010

Board Members and Trustees

NameTitle
Gregory SmithChairman
Meredith WilliamsVice Chair
Amy BorrusDirector
Dana BilyeuDirector
James SandoDirector
Laurie Fiori HackingDirector
Mel AaronsonDirector
Michael WilliamsonDirector
Hank H Kim EsqSecretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$832,450
Program Service Revenue
$24,480
Investment Income
$782
Other Revenue
$0
Change in Net Assets
$34,881
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
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

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
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
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

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.

Form 990, Part VI, Section A, line 7A

Each of the organization's Leadership Members appoints two members to the Board of Directors.

Form 990, Part VI, Section A, line 8B

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.

Form 990, Part VI, Section B, line 11

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.

Form 990, Part VI, Section B, line 12C

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.

Form 990, Part VI, Section B, line 15A

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.

Form 990, Part VI, Section C, line 19

National Institute on Retirement Security makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
National Institute on Retirement Security
EIN
20-8705822
Phone
2024578190
Address
1612 K Street NW No 500, Washington, DC 20006

Signing Officer

Name
Diane Oakley
Title
Executive Director
Phone
2024578190
Signed
2015-06-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Diane Oakley
Formed
2007
Legal Domicile
Dc
Voting Board Members
9
Independent Board Members
9
Employees
4
Volunteers
9

Preparer

Firm
SB & Company LLC
Address
200 International Circle Suite 5500, Hunt Valley, MD 21030
Preparer
Uzma Malik Dorman
Phone
4105840060
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

Other professional fees: Program service expenses 98,111. Management and general expenses 20,812. Fundraising expenses 29,731. Total expenses 148,654.

Financial Statement Notes

Part X, Line 2:

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.

Raw XML AppendixShowing 400 of 467 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt079404
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt074473
IRS990/AccountsReceivableGrp/BOYAmt0112500
IRS990/AccountsReceivableGrp/EOYAmt056250
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0To 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/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0The Organization
IRS990/BooksInCareOfDetail/PhoneNum02024578190
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01612 K Street NW No 500
IRS990/BooksInCareOfDetail/USAddress/CityNm0Washington
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd020006
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0277811
IRS990/CashNonInterestBearingGrp/EOYAmt0282146
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt039203
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt049001
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0156806
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0245010
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt058726
IRS990/ConferencesMeetingsGrp/TotalAmt058726
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0832450
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0782
IRS990/CYOtherExpensesAmt0401388
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt024480
IRS990/CYRevenuesLessExpensesAmt034881
IRS990/CYSalariesCompEmpBnftPaidAmt0421443
IRS990/CYTotalExpensesAmt0822831
IRS990/CYTotalFundraisingExpenseAmt0116553
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0857712
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0344950
IRS990/DeferredRevenueGrp/EOYAmt0322400
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt01298
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt01623
IRS990/DepreciationDepletionGrp/ProgramServicesAmt05194
IRS990/DepreciationDepletionGrp/TotalAmt08115
IRS990/Desc0The 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/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0578760
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/FundraisingAmt05538
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03876
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt018275
IRS990/FeesForServicesAccountingGrp/TotalAmt027689
IRS990/FeesForServicesOtherGrp/FundraisingAmt029731
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt020812
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt098111
IRS990/FeesForServicesOtherGrp/TotalAmt0148654
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt937916
IRS990/Form990PartVIISectionAGrp/PersonNm0Gregory Smith
IRS990/Form990PartVIISectionAGrp/PersonNm1Meredith Williams
IRS990/Form990PartVIISectionAGrp/PersonNm2Hank H Kim Esq
IRS990/Form990PartVIISectionAGrp/PersonNm3Amy Borrus
IRS990/Form990PartVIISectionAGrp/PersonNm4Laurie Fiori Hacking
IRS990/Form990PartVIISectionAGrp/PersonNm5Michael Williamson
IRS990/Form990PartVIISectionAGrp/PersonNm6Dana Bilyeu
IRS990/Form990PartVIISectionAGrp/PersonNm7James Sando
IRS990/Form990PartVIISectionAGrp/PersonNm8Mel Aaronson
IRS990/Form990PartVIISectionAGrp/PersonNm9Diane Oakley
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9207094
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary/Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Executive Director
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02007
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0857712
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt0743
IRS990/InsuranceGrp/ManagementAndGeneralAmt0929
IRS990/InsuranceGrp/ProgramServicesAmt02972
IRS990/InsuranceGrp/TotalAmt04644
IRS990/InvestmentIncomeGrp/ExclusionAmt0782
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0782
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt016963
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04427
IRS990/LandBldgEquipBasisNetGrp/EOYAmt011812
IRS990/LandBldgEquipCostOrOtherBssAmt028775
IRS990/LegalDomicileStateCd0DC
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0832450
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To 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/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0279071
IRS990/NetAssetsOrFundBalancesEOYAmt0313952
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt08447
IRS990/OccupancyGrp/ManagementAndGeneralAmt010560
IRS990/OccupancyGrp/ProgramServicesAmt033791
IRS990/OccupancyGrp/TotalAmt052798
IRS990/OfficeExpensesGrp/FundraisingAmt01946
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02950
IRS990/OfficeExpensesGrp/ProgramServicesAmt016452
IRS990/OfficeExpensesGrp/TotalAmt021348
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04037
IRS990/OtherAssetsTotalGrp/EOYAmt04037
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01342
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01678
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt05369
IRS990/OtherEmployeeBenefitsGrp/TotalAmt08389
IRS990/OtherExpensesGrp/Desc0Contract Research
IRS990/OtherExpensesGrp/Desc1All other expenses
IRS990/OtherExpensesGrp/Desc2Meals and entertainment
IRS990/OtherExpensesGrp/Desc3Miscellaneous expenses
IRS990/OtherExpensesGrp/FundraisingAmt0641
IRS990/OtherExpensesGrp/FundraisingAmt129
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01745
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt159
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2301
IRS990/OtherExpensesGrp/ProgramServicesAmt060600
IRS990/OtherExpensesGrp/ProgramServicesAmt18059
IRS990/OtherExpensesGrp/ProgramServicesAmt2500
IRS990/OtherExpensesGrp/TotalAmt060600
IRS990/OtherExpensesGrp/TotalAmt110445
IRS990/OtherExpensesGrp/TotalAmt2588
IRS990/OtherExpensesGrp/TotalAmt3301
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt020552
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt025691
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt082210
IRS990/OtherSalariesAndWagesGrp/TotalAmt0128453
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt03334
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04168
IRS990/PayrollTaxesGrp/ProgramServicesAmt013336
IRS990/PayrollTaxesGrp/TotalAmt020838
IRS990/PensionPlanContributionsGrp/FundraisingAmt03000
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03751
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt012002
IRS990/PensionPlanContributionsGrp/TotalAmt018753
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04398
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05546
IRS990/PrincipalOfficerNm0Diane Oakley
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/BusinessCd1541900
IRS990/ProgramServiceRevenueGrp/Desc0Contracted research
IRS990/ProgramServiceRevenueGrp/Desc1Honorarium
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt019500
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14980
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt019500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14980
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0776598
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0690
IRS990/PYOtherExpensesAmt0437709
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt079425
IRS990/PYRevenuesLessExpensesAmt010903
IRS990/PYSalariesCompEmpBnftPaidAmt0408101
IRS990/PYTotalExpensesAmt0845810
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0856713
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt034881
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt024480
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0300252
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0351034
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt011812
IRS990ScheduleD/EquipmentGrp/DepreciationAmt016963
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt028775
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The 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/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt011812
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0188719
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount018375
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt031064
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt06852
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Diane Oakley
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Executive Director
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0245010
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SubstantiationRequiredInd01
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 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/ExplanationTxt1Each of the organization's Leadership Members appoints two members to the Board of Directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The 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/ExplanationTxt3A 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/ExplanationTxt4Persons 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/ExplanationTxt5The 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/ExplanationTxt6National Institute on Retirement Security makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Other professional fees: Program service expenses 98,111. Management and general expenses 20,812. Fundraising expenses 29,731. Total expenses 148,654.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section B, line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, line 11g
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0NIRS Research and Education Fund
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0320279201
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Research and Education
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Line 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01612 K Street NW Suite 500
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Washington
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd020006
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0703425
IRS990/TotalAssetsEOYAmt0710825
IRS990/TotalAssetsGrp/BOYAmt0703425
IRS990/TotalAssetsGrp/EOYAmt0710825
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0832450
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0116553
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0127518

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00
2023Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.64
2021Detailed filing. Detailed filing data is available for this year.$1.16$0.53$0.64$0.84$0.75$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.94$0.40$0.54$0.86$0.87$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.13$0.58$0.55$0.79$0.85$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.98$0.36$0.62$0.90$0.85$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.99$0.43$0.56$0.91$0.81$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.03$0.56$0.47$0.86$0.90$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.92$0.44$0.48$0.87$0.71$0.17
2014Detailed filing. Detailed filing data is available for this year.$0.71$0.40$0.31$0.86$0.82$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.70$0.42$0.28$0.86$0.85$0.01
2012Summary only. Only limited summary data is available for this year.$0.60$0.33$0.27$0.78$0.76$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.36$0.25$0.77