Civic Intelligence

Retiresafe

990 • Fiscal year 2018 • EIN 48-1108059

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 01, 2019

Organization ProfileWWW.RETIRESAFE.ORG

View Organization Page

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

49th percentile

0.02x

Higher debt load relative to assets than 49% of similar nonprofits.

2018 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

42nd percentile

0.01x

Higher debt load relative to revenue than 42% of similar nonprofits.

2018 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2018

Net Margin

74th percentile

22%

Higher net margin than 74% of similar nonprofits.

2018 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

97th percentile

$189,283

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 29.1% of source-year revenue.

2018 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2018

Asset Growth

72nd percentile

7.8%

Faster asset growth than 72% of similar nonprofits.

2018 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

60th percentile

5.9%

Faster revenue growth than 60% of similar nonprofits.

2018 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$362,590

Up $26,090 (+7.8%) from 2017

Net Assets

Up

$355,163

Up $145,439 (+69%) from 2017

Liabilities

Down

$7,427

Down $119,349 (-94%) from 2017

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin74th percentile

Revenue

Up

$650,149

Up $36,003 (+5.9%) from 2017

Expenses

Down

$504,710

Down $70,825 (-12%) from 2017

Net Income

Up

$145,439

Up $106,828 (+277%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

2018

Assets$362,590
Liabilities$7,427
Net Assets$355,163
Open 2018 Filing

Operations Trend

Revenue Growth60th percentile

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

2018

Revenue$650,149
Expenses$504,710
Net Income$145,439
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 1, 2019
Return Version
2018v3.1
Gross Receipts
$650,149
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.

Retiresafe is dedicated to preserving the options and benefits of older americans through advocacy, education, and the power of free markets. Our focus is on social security, medicare, health, safer retirement and financial well-being.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$186,850$147,190▼ $39,660
Savings and Temporary Cash Investments$120,036$120,305▲ $269
Accounts Receivable$21,540$90,538▲ $68,998
Prepaid Expenses and Deferred Charges$6,878$4,557▼ $2,321
Land, Buildings, and Equipment, Net$1,196$0▼ $1,196
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$336,500$362,590▲ $26,090
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$126,776$7,427▼ $119,349
Total Liabilities$126,776$7,427▼ $119,349
Net Assets / Fund Balance
Unrestricted Net Assets$209,724$355,163▲ $145,439
Total Net Assets Fund Balance$209,724$355,163▲ $145,439
Total Liabilities and Net Assets / Fund Balance$336,500$362,590▲ $26,090

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$4,475$4,475
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thair PhillipsPresident/CEOFT$180,508$8,775$189,283

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$603,720
Program Service Revenue
$0
Investment Income
$332
Other Revenue
$46,097
All Other Contributions
$603,720
Change in Net Assets
$145,439

Audited Revenue Reconciliation

Revenue per Audited Statements
$650,149
Total Revenue per Audited Statements
$650,149
Total Revenue per Form 990
$650,149
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$291,075
Salaries, Compensation, and Employee Benefits$213,635
Total Fundraising Expense$23,385
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$102,890$61,372$16,246$180,508
Fees for Services Accounting-$30,470-$30,470
Occupancy$12,990$9,139$2,051$24,180
Information Technology$12,245$7,304$1,933$21,482
Other Employee Benefits$7,735$4,614$1,221$13,570
Payroll Taxes$6,146$3,666$970$10,782
Pension Plan Contributions$5,001$2,984$790$8,775
Other Expenses$183,907$2,163-$2,163
Travel$1,095$653$174$1,922
All Other Expenses-$619-$619
Depreciation Depletion-$577-$577
Insurance-$564-$564
Total Functional Expenses$332,009$149,316$23,385$504,710

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$504,710
Total Expenses per Audited Statements$504,710
Total Expenses per Form 990$504,710
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
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
Yes
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
Mark Gibbons
Title
President
Signed
2019-10-01
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, 2018, 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, 2015 through 2017.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/FundraisingAmt0970
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03666
IRS990/PayrollTaxesGrp/ProgramServicesAmt06146
IRS990/PayrollTaxesGrp/TotalAmt010782
IRS990/PensionPlanContributionsGrp/FundraisingAmt0790
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02984
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt05001
IRS990/PensionPlanContributionsGrp/TotalAmt08775
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06878
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04557
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IRS990/ProgSrvcAccomActy2Grp/Desc0LOBBYING: THE ORGANIZATION ENGAGES IN GRASSROOTS LOBBYING AND DIRECT LOBBYING OF THE LEGISLATIVE AND EXECUTIVE BRANCHES AND CIVILIAN AGENCIES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt049367
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0584421
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0231
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0366851
IRS990/PYOtherRevenueAmt029494
IRS990/PYRevenuesLessExpensesAmt038611
IRS990/PYSalariesCompEmpBnftPaidAmt0208684
IRS990/PYTotalExpensesAmt0575535
IRS990/PYTotalRevenueAmt0614146
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0145439
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt03751
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt03751
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0120036
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0120305
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesSubtotalAmt0504710
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04475
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04475
IRS990ScheduleD/RevenueSubtotalAmt0650149
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0As of December 31, 2018, 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, 2015 through 2017.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalExpensesPerForm990Amt0504710
IRS990ScheduleD/TotalRevenuePerForm990Amt0650149
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0650149
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0504710
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IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
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IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
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IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990ScheduleJ/RebuttablePresumptionProcInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0180508
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt08775
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0THAIR PHILLIPS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0President/CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0189283
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
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
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IRS990/StatesWhereCopyOfReturnIsFldCd1AL
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IRS990/StatesWhereCopyOfReturnIsFldCd3AZ
IRS990/StatesWhereCopyOfReturnIsFldCd4CA
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IRS990/StatesWhereCopyOfReturnIsFldCd6CT
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IRS990/StatesWhereCopyOfReturnIsFldCd8GA
IRS990/StatesWhereCopyOfReturnIsFldCd9HI
IRS990/StatesWhereCopyOfReturnIsFldCd10IL
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IRS990/StatesWhereCopyOfReturnIsFldCd12KY
IRS990/StatesWhereCopyOfReturnIsFldCd13MD
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IRS990/StatesWhereCopyOfReturnIsFldCd25RI
IRS990/StatesWhereCopyOfReturnIsFldCd26SC
IRS990/StatesWhereCopyOfReturnIsFldCd27TN
IRS990/StatesWhereCopyOfReturnIsFldCd28UT
IRS990/StatesWhereCopyOfReturnIsFldCd29VA
IRS990/StatesWhereCopyOfReturnIsFldCd30WA
IRS990/StatesWhereCopyOfReturnIsFldCd31WI
IRS990/StatesWhereCopyOfReturnIsFldCd32WV
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IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0362590
IRS990/TotalAssetsGrp/BOYAmt0336500
IRS990/TotalAssetsGrp/EOYAmt0362590
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0332009
IRS990/TotalFunctionalExpensesGrp/TotalAmt0504710
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt07427
IRS990/TotalLiabilitiesGrp/BOYAmt0126776
IRS990/TotalLiabilitiesGrp/EOYAmt07427
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0209724
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0355163
IRS990/TotalOtherCompensationAmt08775
IRS990/TotalProgramServiceExpensesAmt0332009
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt0180508
IRS990/TotalRevenueGrp/ExclusionAmt04083
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0650149
IRS990/TotalVolunteersCnt01
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0336500
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0362590
IRS990/TravelGrp/FundraisingAmt0174
IRS990/TravelGrp/ManagementAndGeneralAmt0653

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$362,590
Liabilities
$7,427
Net assets
$355,163
Revenue
$650,149
Expenses
$504,710
Net income
$145,439
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
2018Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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