Civic Intelligence

Retiresafe

990 • Fiscal year 2016 • EIN 48-1108059

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

1616 H Street NWWashington, DC 20006

(202) 628-5095

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.47x

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

2016 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

68th percentile

0.29x

Higher debt load relative to revenue than 68% of similar nonprofits.

2016 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2016

Net Margin

42nd percentile

2.2%

Higher net margin than 42% of similar nonprofits.

2016 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

21st percentile

-5.5%

Faster asset growth than 21% of similar nonprofits.

2016 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

82nd percentile

24%

Faster revenue growth than 82% of similar nonprofits.

2016 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Down

$325,611

Down $19,104 (-5.5%) from 2015

Net Assets

Up

$171,113

Up $11,578 (+7.3%) from 2015

Liabilities

Down

$154,498

Down $30,682 (-17%) from 2015

Revenue

Up

$532,654

Up $104,639 (+24%) from 2015

Expenses

Up

$521,076

Up $8,162 (+1.6%) from 2015

Net Income

Up

$11,578

Up $96,477 (+114%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $990,624Liabilities 2011: $480,432Net Assets 2011: $510,1922011Assets 2012: $845,506Liabilities 2012: $555,265Net Assets 2012: $290,2412012Assets 2013: $734,535Liabilities 2013: $186,266Net Assets 2013: $548,2692013Assets 2014: $353,475Liabilities 2014: $109,041Net Assets 2014: $244,4342014Assets 2015: $344,715Liabilities 2015: $185,180Net Assets 2015: $159,5352015Assets 2016: $325,611Liabilities 2016: $154,498Net Assets 2016: $171,1132016Assets 2017: $336,500Liabilities 2017: $126,776Net Assets 2017: $209,7242017Assets 2018: $362,590Liabilities 2018: $7,427Net Assets 2018: $355,1632018Assets 2019: $314,138Liabilities 2019: $48,402Net Assets 2019: $265,7362019Assets 2020: $389,652Liabilities 2020: $4,007Net Assets 2020: $385,6452020Assets 2021: $390,270Liabilities 2021: $2,460Net Assets 2021: $387,8102021Assets 2022: $419,196Liabilities 2022: $95,336Net Assets 2022: $323,8602022Assets 2023: $240,885Liabilities 2023: $59,565Net Assets 2023: $181,3202023Assets 2024: $124,998Liabilities 2024: $26,472Net Assets 2024: $98,5262024

Highlighted filing

2016

Assets$325,611
Liabilities$154,498
Net Assets$171,113

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2011: $9,896,888Expenses 2011: $9,462,130Net Income 2011: $434,7582011Expenses 2012: $4,339,3252012Revenue 2013: $4,394,482Expenses 2013: $4,136,454Net Income 2013: $258,0282013Revenue 2014: $576,988Expenses 2014: $880,823Net Income 2014: -$303,8352014Revenue 2015: $428,015Expenses 2015: $512,914Net Income 2015: -$84,8992015Revenue 2016: $532,654Expenses 2016: $521,076Net Income 2016: $11,5782016Revenue 2017: $614,146Expenses 2017: $575,535Net Income 2017: $38,6112017Revenue 2018: $650,149Expenses 2018: $504,710Net Income 2018: $145,4392018Revenue 2019: $1,035,735Expenses 2019: $1,125,162Net Income 2019: -$89,4272019Revenue 2020: $975,381Expenses 2020: $855,472Net Income 2020: $119,9092020Revenue 2021: $1,159,704Expenses 2021: $1,157,539Net Income 2021: $2,1652021Revenue 2022: $559,137Expenses 2022: $623,087Net Income 2022: -$63,9502022Revenue 2023: $221,139Expenses 2023: $363,679Net Income 2023: -$142,5402023Revenue 2024: $238,750Expenses 2024: $321,544Net Income 2024: -$82,7942024

Highlighted filing

2016

Revenue$532,654
Expenses$521,076
Net Income$11,578
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$532,654
Mission and Program Overview

Mission

Retiresafe is dedicated to preserving the options and benefits of older americans through advocacy, education, and the power of free markets. Retiresafe believes a government should be limited in both size and scope, keep the promises it made to its citizens, lower the tax and regulatory burden, and allow older americans choices. Our focus is on social security, medicare, finances and the personal and national security of older americans.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$92,400$184,772▲ $92,372
Savings and Temporary Cash Investments$238,063$119,804▼ $118,259
Accounts Receivable$5,534$18,164▲ $12,630
Prepaid Expenses and Deferred Charges$8,718$2,871▼ $5,847
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$344,715$325,611▼ $19,104
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$185,180$154,498▼ $30,682
Total Liabilities$185,180$154,498▼ $30,682
Net Assets / Fund Balance
Unrestricted Net Assets$159,535$171,113▲ $11,578
Total Net Assets Fund Balance$159,535$171,113▲ $11,578
Total Liabilities and Net Assets / Fund Balance$344,715$325,611▼ $19,104

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$7,843$7,843
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thair PhillipsPresident/CEOFT$174,022$19,675$193,697

Board Members and Trustees

NameTitle
Richard WeissChairman
Charles PartridgeDirector
Jim MarquezDirector
Larry MadisonDirector
Richard HodgeDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$492,152
Program Service Revenue
$0
Investment Income
$242
Other Revenue
$40,260
All Other Contributions
$492,152
Change in Net Assets
$11,578

Audited Revenue Reconciliation

Revenue per Audited Statements
$532,654
Total Revenue per Audited Statements
$532,654
Total Revenue per Form 990
$532,654
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$317,305
Salaries, Compensation, and Employee Benefits$203,771
Total Fundraising Expense$32,731
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$102,673$57,427$13,922$174,022
All Other Expenses$22,560$10,264$2,538$35,362
Fees for Services Accounting-$28,950-$28,950
Occupancy$13,500$8,636$1,830$23,966
Information Technology$10,053$5,719$1,363$17,135
Fees for Services Other$9,778$4,753$1,100$15,631
Other Expenses$10,442$3,378$1,535$15,355
Other Employee Benefits$6,311$3,529$856$10,696
Payroll Taxes$5,944$3,325$805$10,074
Pension Plan Contributions$5,298$2,963$718$8,979
Insurance-$4,961-$4,961
Travel$1,677$939$228$2,844
Total Functional Expenses$101,989$14,023$11,474$127,486

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$521,076
Total Expenses per Audited Statements$521,076
Total Expenses per Form 990$521,076
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

A copy of the form 990 is given to the entire board to review before it is filed with the irs.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

The conflict of interest policy is reviewed and re-signed annually. If a conflict arises, non-conflicted board members address resolution.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Conflict of interest policy, governing documents, and financial statements are available upon written request.

Filing and Contact Details

Filer

Filer Name
Retiresafe
EIN
48-1108059
Phone
2026285095
Address
1616 H STREET NW, WASHINGTON, DC 20006

Signing Officer

Name
Thair Phillips
Title
President
Signed
2017-11-14
Discuss with paid preparer
Yes

Organization Details

Formed
1991
Legal Domicile
Dc
Voting Board Members
5
Independent Board Members
5
Employees
1
Volunteers
1

Preparer

Firm
Dunham Aukamp & Rhodes Plc
Address
4437 Brookfield Corporate Dr Suite, CHANTILLY, VA 20151
Preparer
Michael D Aukamp CPA
Phone
7036318940
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

As of December 31, 2016, RetireSafe has no uncertain tax positions that qualify for either recognition or disclosure in the financial statements. The tax years subject to examination by the taxing authorities are the years ended December 31, 2013 through 2015.

Raw XML AppendixShowing 400 of 455 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0185180
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0154498
IRS990/AccountsReceivableGrp/BOYAmt05534
IRS990/AccountsReceivableGrp/EOYAmt018164
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0RETIRESAFE IS DEDICATED TO PRESERVING THE OPTIONS AND BENEFITS OF OLDER AMERICANS THROUGH ADVOCACY, EDUCATION, AND THE POWER OF FREE MARKETS. RETIRESAFE BELIEVES A GOVERNMENT SHOULD BE LIMITED IN BOTH SIZE AND SCOPE, KEEP THE PROMISES IT MADE TO ITS CITIZENS, LOWER THE TAX AND REGULATORY BURDEN, AND ALLOW OLDER AMERICANS CHOICES. OUR FOCUS IS ON SOCIAL SECURITY, MEDICARE, FINANCES AND THE PERSONAL AND NATIONAL SECURITY OF OLDER AMERICANS.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt0492152
IRS990/AllOtherExpensesGrp/FundraisingAmt02538
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt010264
IRS990/AllOtherExpensesGrp/ProgramServicesAmt022560
IRS990/AllOtherExpensesGrp/TotalAmt035362
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0BADGER SUMRALL CO
IRS990/BooksInCareOfDetail/PhoneNum05403644930
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt07410 HERITAGE VILLAGE PLAZA
IRS990/BooksInCareOfDetail/USAddress/CityNm0GAINESVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd020155
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt092400
IRS990/CashNonInterestBearingGrp/EOYAmt0184772
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt013922
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt057427
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0102673
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0174022
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0492152
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0242
IRS990/CYOtherExpensesAmt0317305
IRS990/CYOtherRevenueAmt040260
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt011578
IRS990/CYSalariesCompEmpBnftPaidAmt0203771
IRS990/CYTotalExpensesAmt0521076
IRS990/CYTotalFundraisingExpenseAmt032731
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0532654
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0PUBLIC EDUCATION AND GRASSROOTS DEVELOPMENT: THE ORGANIZATION DISSEMINATES INFORMATION TO THE GENERAL PUBLIC VIA DIRECT MAIL, SENIOR EXPOSITIONS, LOCAL AWARDS, GRASSROOTS INTERACTION, PUBLIC TESTIMONY, INTERNET, PRESS RELEASES, ARTICLES, RESEARCH PAPERS, NEWSLETTERS AND MEDIA APPEARANCES.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0283966
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt028950
IRS990/FeesForServicesAccountingGrp/TotalAmt028950
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/FundraisingAmt01100
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt04753
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt09778
IRS990/FeesForServicesOtherGrp/TotalAmt015631
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt540.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt519675
IRS990/Form990PartVIISectionAGrp/PersonNm0JIM MARQUEZ
IRS990/Form990PartVIISectionAGrp/PersonNm1CHARLES PARTRIDGE
IRS990/Form990PartVIISectionAGrp/PersonNm2RICHARD WEISS
IRS990/Form990PartVIISectionAGrp/PersonNm3RICHARD HODGE
IRS990/Form990PartVIISectionAGrp/PersonNm4LARRY MADISON
IRS990/Form990PartVIISectionAGrp/PersonNm5THAIR PHILLIPS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5174022
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5President/CEO
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0532654
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt01363
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt05719
IRS990/InformationTechnologyGrp/ProgramServicesAmt010053
IRS990/InformationTechnologyGrp/TotalAmt017135
IRS990/InsuranceGrp/ManagementAndGeneralAmt04961
IRS990/InsuranceGrp/TotalAmt04961
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0242
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0242
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/JointCostsInd0X
IRS990/LandBldgEquipAccumDeprecAmt07843
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt07843
IRS990/LegalDomicileStateCd0DC
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0RETIRESAFE IS DEDICATED TO PRESERVING THE OPTIONS AND BENEFITS OF OLDER AMERICANS THROUGH ADVOCACY, EDUCATION, AND THE POWER OF FREE MARKETS. RETIRESAFE BELIEVES A GOVERNMENT SHOULD BE LIMITED IN BOTH SIZE AND SCOPE, KEEP THE PROMISES IT MADE TO ITS CITIZENS, LOWER THE TAX AND REGULATORY BURDEN, AND ALLOW OLDER AMERICANS CHOICES. OUR FOCUS IS ON SOCIAL SECURITY, MEDICARE, FINANCES AND THE PERSONAL AND NATIONAL SECURITY OF OLDER AMERICANS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0159535
IRS990/NetAssetsOrFundBalancesEOYAmt0171113
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0true
IRS990/NondeductibleContriDisclInd0true
IRS990/OccupancyGrp/FundraisingAmt01830
IRS990/OccupancyGrp/ManagementAndGeneralAmt08636
IRS990/OccupancyGrp/ProgramServicesAmt013500
IRS990/OccupancyGrp/TotalAmt023966
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0856
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03529
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt06311
IRS990/OtherEmployeeBenefitsGrp/TotalAmt010696
IRS990/OtherExpensesGrp/Desc0SPECIAL PROJECTS
IRS990/OtherExpensesGrp/Desc1DIRECT MAIL PRODUCTION AND SVC
IRS990/OtherExpensesGrp/Desc2Postage and Shipping
IRS990/OtherExpensesGrp/Desc3CONSULTANTS
IRS990/OtherExpensesGrp/FundraisingAmt04246
IRS990/OtherExpensesGrp/FundraisingAmt13590
IRS990/OtherExpensesGrp/FundraisingAmt21535
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05190
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14388
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23378
IRS990/OtherExpensesGrp/ProgramServicesAmt086036
IRS990/OtherExpensesGrp/ProgramServicesAmt137742
IRS990/OtherExpensesGrp/ProgramServicesAmt231909
IRS990/OtherExpensesGrp/ProgramServicesAmt310442
IRS990/OtherExpensesGrp/TotalAmt086036
IRS990/OtherExpensesGrp/TotalAmt147178
IRS990/OtherExpensesGrp/TotalAmt239887
IRS990/OtherExpensesGrp/TotalAmt315355
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MANAGEMENT FEE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt037401
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt037401
IRS990/OtherRevenueTotalAmt037401
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/FundraisingAmt0805
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03325
IRS990/PayrollTaxesGrp/ProgramServicesAmt05944
IRS990/PayrollTaxesGrp/TotalAmt010074
IRS990/PensionPlanContributionsGrp/FundraisingAmt0718
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02963
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt05298
IRS990/PensionPlanContributionsGrp/TotalAmt08979
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt08718
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02871
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0LOBBYING: THE ORGANIZATION ENGAGES IN GRASSROOTS LOBBYING AND DIRECT LOBBYING OF THE LEGISLATIVE AND EXECUTIVE BRANCHES AND CIVILIAN AGENCIES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt059957
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0386372
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0222
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0321469
IRS990/PYOtherRevenueAmt041421
IRS990/PYRevenuesLessExpensesAmt0-84899
IRS990/PYSalariesCompEmpBnftPaidAmt0185445
IRS990/PYTotalExpensesAmt0512914
IRS990/PYTotalProfFndrsngExpnsAmt06000
IRS990/PYTotalRevenueAmt0428015
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt011578
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt02859
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt02859
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0238063
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0119804
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesSubtotalAmt0521076
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt07843
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt07843
IRS990ScheduleD/RevenueSubtotalAmt0532654
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0As of December 31, 2016, RetireSafe has no uncertain tax positions that qualify for either recognition or disclosure in the financial statements. The tax years subject to examination by the taxing authorities are the years ended December 31, 2013 through 2015.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalExpensesPerForm990Amt0521076
IRS990ScheduleD/TotalRevenuePerForm990Amt0532654
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0532654
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0521076
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990ScheduleJ/RebuttablePresumptionProcInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0174022
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt08979
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt010696
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0THAIR PHILLIPS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0President/CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0193697
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 IS GIVEN TO THE ENTIRE BOARD TO REVIEW BEFORE IT IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY IS REVIEWED AND RE-SIGNED ANNUALLY. IF A CONFLICT ARISES, NON-CONFLICTED BOARD MEMBERS ADDRESS RESOLUTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0AK
IRS990/StatesWhereCopyOfReturnIsFldCd1AL
IRS990/StatesWhereCopyOfReturnIsFldCd2AR
IRS990/StatesWhereCopyOfReturnIsFldCd3AZ
IRS990/StatesWhereCopyOfReturnIsFldCd4CA
IRS990/StatesWhereCopyOfReturnIsFldCd5CO
IRS990/StatesWhereCopyOfReturnIsFldCd6CT
IRS990/StatesWhereCopyOfReturnIsFldCd7FL
IRS990/StatesWhereCopyOfReturnIsFldCd8GA
IRS990/StatesWhereCopyOfReturnIsFldCd9HI
IRS990/StatesWhereCopyOfReturnIsFldCd10IL
IRS990/StatesWhereCopyOfReturnIsFldCd11KS
IRS990/StatesWhereCopyOfReturnIsFldCd12KY
IRS990/StatesWhereCopyOfReturnIsFldCd13MD
IRS990/StatesWhereCopyOfReturnIsFldCd14ME
IRS990/StatesWhereCopyOfReturnIsFldCd15MN
IRS990/StatesWhereCopyOfReturnIsFldCd16MO
IRS990/StatesWhereCopyOfReturnIsFldCd17MS
IRS990/StatesWhereCopyOfReturnIsFldCd18NH
IRS990/StatesWhereCopyOfReturnIsFldCd19NJ
IRS990/StatesWhereCopyOfReturnIsFldCd20NM
IRS990/StatesWhereCopyOfReturnIsFldCd21OH
IRS990/StatesWhereCopyOfReturnIsFldCd22OK
IRS990/StatesWhereCopyOfReturnIsFldCd23OR
IRS990/StatesWhereCopyOfReturnIsFldCd24PA
IRS990/StatesWhereCopyOfReturnIsFldCd25RI
IRS990/StatesWhereCopyOfReturnIsFldCd26SC
IRS990/StatesWhereCopyOfReturnIsFldCd27TN
IRS990/StatesWhereCopyOfReturnIsFldCd28UT
IRS990/StatesWhereCopyOfReturnIsFldCd29VA
IRS990/StatesWhereCopyOfReturnIsFldCd30WA
IRS990/StatesWhereCopyOfReturnIsFldCd31WI
IRS990/StatesWhereCopyOfReturnIsFldCd32WV
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0344715
IRS990/TotalAssetsEOYAmt0325611
IRS990/TotalAssetsGrp/BOYAmt0344715
IRS990/TotalAssetsGrp/EOYAmt0325611
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt0492152
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt032731
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0144422
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0343923
IRS990/TotalFunctionalExpensesGrp/TotalAmt0521076
IRS990/TotalGrossUBIAmt00
IRS990/TotalJointCostsGrp/FundraisingAmt011474
IRS990/TotalJointCostsGrp/ManagementAndGeneralAmt014023
IRS990/TotalJointCostsGrp/ProgramServicesAmt0101989
IRS990/TotalJointCostsGrp/TotalAmt0127486
IRS990/TotalLiabilitiesBOYAmt0185180

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.03$0.10$0.24$0.32$0.08
2023Summary only. Only limited summary data is available for this year.$0.24$0.06$0.18$0.22$0.36$0.14
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.10$0.32$0.56$0.62$0.06
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.00$0.39$1.16$1.16$0.00
2020Summary only. Only limited summary data is available for this year.$0.39$0.00$0.39$0.98$0.86$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.05$0.27$1.04$1.13$0.09
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.01$0.36$0.65$0.50$0.15
2017Summary only. Only limited summary data is available for this year.$0.34$0.13$0.21$0.61$0.58$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.33$0.15$0.17$0.53$0.52$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.34$0.19$0.16$0.43$0.51$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.35$0.11$0.24$0.58$0.88$0.30
2013Summary only. Only limited summary data is available for this year.$0.73$0.19$0.55$4.39$4.14$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.56$0.29$4.34
2011Summary only. Only limited summary data is available for this year.$0.99$0.48$0.51$9.90$9.46$0.43