Civic Intelligence

National Institute on Retirement Security

990 • Fiscal year 2015 • EIN 20-8705822

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 31, 2016

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

83rd percentile

0.48x

Higher debt load relative to assets than 83% of similar nonprofits.

2015 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

77th percentile

0.50x

Higher debt load relative to revenue than 77% of similar nonprofits.

2015 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2015

Net Margin

74th percentile

19%

Higher net margin than 74% of similar nonprofits.

2015 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

98th percentile

$224,702

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 25.7% of source-year revenue.

2015 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2015

Asset Growth

89th percentile

30%

Faster asset growth than 89% of similar nonprofits.

2015 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

53rd percentile

1.8%

Faster revenue growth than 53% of similar nonprofits.

2015 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2014 to 2015

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

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

2015

Assets$921,343
Liabilities$439,124
Net Assets$482,219

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

2015

Revenue$873,350
Expenses$705,083
Net Income$168,267
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 31, 2016
Return Version
2015v2.1
Gross Receipts
$873,350
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$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 Categories

AssetBook ValueDepreciationBasis
Equipment$2,721$26,054$28,775
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Diane OakleyExecutive DirectorFT$189,263$35,439$224,702

Board Members and Trustees

NameTitle
Gregory SmithChairman
Meredith WilliamsVice Chair
Dana BilyeuDirector
Gerri Madrid-DavisDirector
James SandoDirector
Laurie Fiori HackingDirector
Mel AaronsonDirector
Michael WilliamsonDirector
Nicholas T StanojevDirector
Richard IngramDirector
Hank H KimSecretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$868,414
Program Service Revenue
$4,046
Investment Income
$890
Other Revenue
$0
Change in Net Assets
$168,267
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
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

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
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
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
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
2016-10-31
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
11

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 92,459. Management and general expenses 19,613. Fundraising expenses 28,018. Total expenses 140,090.

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, 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.

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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01084
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt03470
IRS990/OtherEmployeeBenefitsGrp/TotalAmt05422
IRS990/OtherExpensesGrp/Desc0Contract Research
IRS990/OtherExpensesGrp/Desc1All other expenses
IRS990/OtherExpensesGrp/Desc2Meals and entertainment
IRS990/OtherExpensesGrp/Desc3Miscellaneous expenses
IRS990/OtherExpensesGrp/FundraisingAmt0916
IRS990/OtherExpensesGrp/FundraisingAmt150
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01957
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1100
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2661
IRS990/OtherExpensesGrp/ProgramServicesAmt038975
IRS990/OtherExpensesGrp/ProgramServicesAmt111888
IRS990/OtherExpensesGrp/ProgramServicesAmt2853
IRS990/OtherExpensesGrp/TotalAmt038975
IRS990/OtherExpensesGrp/TotalAmt114761
IRS990/OtherExpensesGrp/TotalAmt21003
IRS990/OtherExpensesGrp/TotalAmt3661
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt013442
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt016803
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt053769
IRS990/OtherSalariesAndWagesGrp/TotalAmt084014
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02674
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03343
IRS990/PayrollTaxesGrp/ProgramServicesAmt010698
IRS990/PayrollTaxesGrp/TotalAmt016715
IRS990/PensionPlanContributionsGrp/FundraisingAmt01809
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02262
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt07238
IRS990/PensionPlanContributionsGrp/TotalAmt011309
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05546
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07897
IRS990/PrincipalOfficerNm0Diane Oakley
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/Desc0Honorarium
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04046
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04046
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0832450
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0782
IRS990/PYOtherExpensesAmt0401388
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt024480
IRS990/PYRevenuesLessExpensesAmt034881
IRS990/PYSalariesCompEmpBnftPaidAmt0421443
IRS990/PYTotalExpensesAmt0822831
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0857712
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0168267
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RelatedOrganizationsAmt099364
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0103410
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0351034
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0451924
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt02721
IRS990ScheduleD/EquipmentGrp/DepreciationAmt026054
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, 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/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02721
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0189263
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt028587
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/TotalCompensationFilingOrgAmt0224702
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 92,459. Management and general expenses 19,613. Fundraising expenses 28,018. Total expenses 140,090.
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

Document Assets

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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