Liabilities / Assets
83rd percentile
Higher debt load relative to assets than 83% of similar nonprofits.
990 • Fiscal year 2015 • EIN 20-8705822
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
83rd percentile
Higher debt load relative to assets than 83% of similar nonprofits.
Liabilities / Revenue
77th percentile
Higher debt load relative to revenue than 77% of similar nonprofits.
Net Margin
74th percentile
Higher net margin than 74% of similar nonprofits.
Top Officer Pay
98th percentile
Higher top officer pay than 98% of similar nonprofits.
Top officer pay equals 25.7% of source-year revenue.
Asset Growth
89th percentile
Faster asset growth than 89% of similar nonprofits.
Revenue Growth
53rd percentile
Faster revenue growth than 53% of similar nonprofits.
Assets
Up$921,343
Up $210,518 (+30%) from 2014
Net Assets
Up$482,219
Up $168,267 (+54%) from 2014
Liabilities
Up$439,124
Up $42,251 (+11%) from 2014
Revenue
Up$873,350
Up $15,638 (+1.8%) from 2014
Expenses
Down$705,083
Down $117,748 (-14%) from 2014
Net Income
Up$168,267
Up $133,386 (+382%) from 2014
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 | $351,034 | $451,924 | ▲ $100,890 |
| Cash and Non-Interest-Bearing Accounts | $282,146 | $422,013 | ▲ $139,867 |
| Accounts Receivable | $56,250 | $32,751 | ▼ $23,499 |
| Prepaid Expenses and Deferred Charges | $5,546 | $7,897 | ▲ $2,351 |
| Land, Buildings, and Equipment, Net | $11,812 | $2,721 | ▼ $9,091 |
| Total Assets | $710,825 | $921,343 | ▲ $210,518 |
| Other Assets Total | $4,037 | $4,037 | → $0 |
| Liabilities | |||
| Deferred Revenue | $322,400 | $373,350 | ▲ $50,950 |
| Accounts Payable and Accrued Expenses | $74,473 | $65,774 | ▼ $8,699 |
| Total Liabilities | $396,873 | $439,124 | ▲ $42,251 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $313,952 | $482,219 | ▲ $168,267 |
| Total Net Assets Fund Balance | $313,952 | $482,219 | ▲ $168,267 |
| Total Liabilities and Net Assets / Fund Balance | $710,825 | $921,343 | ▲ $210,518 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Equipment | $2,721 | $26,054 | $28,775 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Diane Oakley | Executive Director | FT | $189,263 | $35,439 | $224,702 |
| Name | Title |
|---|---|
| Gregory Smith | Chairman |
| Meredith Williams | Vice Chair |
| Dana Bilyeu | Director |
| Gerri Madrid-Davis | Director |
| James Sando | Director |
| Laurie Fiori Hacking | Director |
| Mel Aaronson | Director |
| Michael Williamson | Director |
| Nicholas T Stanojev | Director |
| Richard Ingram | Director |
| Hank H Kim | Secretary/Treasurer |
| Line Item | Amount |
|---|---|
| Other Expenses | $362,922 |
| Salaries, Compensation, and Employee Benefits | $342,161 |
| Total Fundraising Expense | $102,233 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Current Officers, Directors, Trustees, and Key Employees | $143,809 | $44,940 | $35,952 | $224,701 |
| Fees for Services Other | $92,459 | $19,613 | $28,018 | $140,090 |
| Other Salaries and Wages | $53,769 | $16,803 | $13,442 | $84,014 |
| Occupancy | $32,924 | $10,289 | $8,230 | $51,443 |
| Conferences and Meetings | $49,761 | - | - | $49,761 |
| Fees for Services Accounting | $18,662 | $3,958 | $5,655 | $28,275 |
| Payroll Taxes | $10,698 | $3,343 | $2,674 | $16,715 |
| Office Expenses | $10,808 | $2,257 | $1,582 | $14,647 |
| Travel | $9,829 | $578 | $1,158 | $11,565 |
| Pension Plan Contributions | $7,238 | $2,262 | $1,809 | $11,309 |
| Depreciation Depletion | $5,818 | $1,818 | $1,455 | $9,091 |
| Other Employee Benefits | $3,470 | $1,084 | $868 | $5,422 |
| Insurance | $1,696 | $530 | $424 | $2,650 |
| Other Expenses | $853 | $661 | $50 | $661 |
| Total Functional Expenses | $492,657 | $110,193 | $102,233 | $705,083 |
| 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 92,459. Management and general expenses 19,613. Fundraising expenses 28,018. Total expenses 140,090.”
“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, 2015, 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, 2015, the statute of limitations for tax years 2012 through 2015 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 | 74473 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 65774 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 56250 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 32751 |
| 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 | 282146 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 422013 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt | 0 | 35952 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 44940 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 143809 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 224701 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 49761 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 49761 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 1 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 868414 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 890 |
| IRS990/CYOtherExpensesAmt | 0 | 362922 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 4046 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 168267 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 342161 |
| IRS990/CYTotalExpensesAmt | 0 | 705083 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 102233 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 873350 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 322400 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 373350 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/DepreciationDepletionGrp/FundraisingAmt | 0 | 1455 |
| IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt | 0 | 1818 |
| IRS990/DepreciationDepletionGrp/ProgramServicesAmt | 0 | 5818 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 9091 |
| 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 | 492657 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/FundraisingAmt | 0 | 5655 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 3958 |
| IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt | 0 | 18662 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 28275 |
| IRS990/FeesForServicesOtherGrp/FundraisingAmt | 0 | 28018 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 19613 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 92459 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 140090 |
| 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 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 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/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | 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 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 35439 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | Gregory Smith |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | Meredith Williams |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | Hank H Kim |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | Laurie Fiori Hacking |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | Michael Williamson |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | Dana Bilyeu |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | James Sando |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | Mel Aaronson |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | Richard Ingram |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | Gerri Madrid-Davis |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | Nicholas T Stanojev |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | 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 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 189263 |
| 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/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 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 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | 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 | 873350 |
| 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 | 424 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 530 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 1696 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 2650 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 890 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 890 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/IRPDocumentCnt | 0 | 9 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 26054 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 11812 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 2721 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 28775 |
| IRS990/LegalDomicileStateCd | 0 | DC |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembershipDuesAmt | 0 | 769050 |
| 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 | 313952 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 482219 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/FundraisingAmt | 0 | 8230 |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 10289 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 32924 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 51443 |
| IRS990/OfficeExpensesGrp/FundraisingAmt | 0 | 1582 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 2257 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 10808 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 14647 |
| 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 | 868 |
| IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt | 0 | 1084 |
| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 3470 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 5422 |
| 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 | 916 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 1 | 50 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 1957 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 100 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 661 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 38975 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 11888 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 853 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 38975 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 14761 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 1003 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 661 |
| IRS990/OtherSalariesAndWagesGrp/FundraisingAmt | 0 | 13442 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 16803 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 53769 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 84014 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/FundraisingAmt | 0 | 2674 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 3343 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 10698 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 16715 |
| IRS990/PensionPlanContributionsGrp/FundraisingAmt | 0 | 1809 |
| IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt | 0 | 2262 |
| IRS990/PensionPlanContributionsGrp/ProgramServicesAmt | 0 | 7238 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 11309 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 5546 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 7897 |
| IRS990/PrincipalOfficerNm | 0 | Diane Oakley |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 541900 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | Honorarium |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 4046 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 4046 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 832450 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 782 |
| IRS990/PYOtherExpensesAmt | 0 | 401388 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 24480 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 34881 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 421443 |
| IRS990/PYTotalExpensesAmt | 0 | 822831 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 857712 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 168267 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 1 |
| IRS990/RelatedOrganizationsAmt | 0 | 99364 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 1 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RevenueAmt | 0 | 103410 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 351034 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 451924 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleC/AgreeCarryoverPriorYearInd | 0 | 0 |
| IRS990ScheduleC/OnlyInHouseLobbyingInd | 0 | 0 |
| IRS990ScheduleC/SubstantiallyAllDuesNondedInd | 0 | 1 |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 2721 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 26054 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 28775 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| 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, 2015, 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, 2015, the statute of limitations for tax years 2012 through 2015 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: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 2721 |
| IRS990ScheduleJ/AnyNonFixedPaymentsInd | 0 | 0 |
| IRS990ScheduleJ/BoardOrCommitteeApprovalInd | 0 | X |
| IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd | 0 | 0 |
| IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd | 0 | 0 |
| IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd | 0 | 0 |
| IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd | 0 | 0 |
| IRS990ScheduleJ/CompensationSurveyInd | 0 | X |
| IRS990ScheduleJ/EquityBasedCompArrngmInd | 0 | 0 |
| IRS990ScheduleJ/Form990OfOtherOrganizationsInd | 0 | X |
| IRS990ScheduleJ/InitialContractExceptionInd | 0 | 0 |
| IRS990/ScheduleJRequiredInd | 0 | 1 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt | 0 | 189263 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt | 0 | 28587 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt | 0 | 6852 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 0 | Diane Oakley |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 0 | Executive Director |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt | 0 | 224702 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/SeverancePaymentInd | 0 | 0 |
| IRS990ScheduleJ/SubstantiationRequiredInd | 0 | 1 |
| IRS990ScheduleJ/SupplementalNonqualRtrPlanInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| 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 92,459. Management and general expenses 19,613. Fundraising expenses 28,018. Total expenses 140,090. |
| 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 |
| IRS990ScheduleR/AssetExchangeInd | 0 | 0 |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 0 | 1 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd | 0 | N/A |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 0 | NIRS Research and Education Fund |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 0 | 320279201 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | 501(c)(3) |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 0 | DC |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | Research and Education |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt | 0 | Line 7 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 0 | 1612 K Street NW Suite 500 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 0 | Washington |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 0 | DC |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 0 | 20006 |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | 0 |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | 1 |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | 0 |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 1 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
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Displayed year
2015 • Form 990Detailed filing. Detailed filing data is available for this year.