Civic Intelligence

Retiresafe

990 • Fiscal year 2019 • EIN 48-1108059

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 31, 2020

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

64th percentile

0.15x

Higher debt load relative to assets than 64% of similar nonprofits.

2019 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

41st percentile

0.05x

Higher debt load relative to revenue than 41% of similar nonprofits.

2019 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2019

Net Margin

20th percentile

-8.6%

Higher net margin than 20% of similar nonprofits.

2019 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

81st percentile

$91,667

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 8.9% of source-year revenue.

2019 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2019

Asset Growth

9th percentile

-13%

Faster asset growth than 9% of similar nonprofits.

2019 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

90th percentile

59%

Faster revenue growth than 90% of similar nonprofits.

2019 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$314,138

Down $48,452 (-13%) from 2018

Net Assets

Down

$265,736

Down $89,427 (-25%) from 2018

Liabilities

Up

$48,402

Up $40,975 (+552%) from 2018

Revenue

Up

$1,035,735

Up $385,586 (+59%) from 2018

Expenses

Up

$1,125,162

Up $620,452 (+123%) from 2018

Net Income

Down

-$89,427

Down $234,866 (-161%) from 2018

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

2019

Assets$314,138
Liabilities$48,402
Net Assets$265,736

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

2019

Revenue$1,035,735
Expenses$1,125,162
Net Income-$89,427
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 31, 2020
Return Version
2019v5.0
Gross Receipts
$1,035,735
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
Savings and Temporary Cash Investments$120,305$120,587▲ $282
Cash and Non-Interest-Bearing Accounts$147,190$116,054▼ $31,136
Accounts Receivable$90,538$68,925▼ $21,613
Prepaid Expenses and Deferred Charges$4,557$8,572▲ $4,015
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$362,590$314,138▼ $48,452
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$7,427$48,402▲ $40,975
Total Liabilities$7,427$48,402▲ $40,975
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$355,163$265,736▼ $89,427
Total Net Assets Fund Balance$355,163$265,736▼ $89,427
Total Liabilities and Net Assets / Fund Balance$362,590$314,138▼ $48,452

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$4,475$4,475
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Mark GibbonsPresident/CEOFT$91,667$91,667
Thair PhillipsFormer President/CEOFT$29,965$29,965

Board Members and Trustees

NameTitle
Richard WeissChairman
Charles PartridgeVice Chairman
Richard HodgeDirector
Jim MarquezTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,027,894
Program Service Revenue
$0
Investment Income
$281
Other Revenue
$7,560
All Other Contributions
$1,027,894
Change in Net Assets
$-89,427

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,035,735
Total Revenue per Audited Statements
$1,035,735
Total Revenue per Form 990
$1,035,735
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$970,825
Salaries, Compensation, and Employee Benefits$154,337
Total Fundraising Expense$25,212
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$64,465$38,921$18,245$121,631
Fees for Services Other$4,210$37,890-$42,100
Fees for Services Accounting-$36,268-$36,268
Office Expenses$12,591$13,757$3,564$29,912
Information Technology$14,055$8,538$129$22,722
Other Salaries and Wages-$12,071-$12,071
Payroll Taxes$5,570$4,280$1,577$11,427
Pension Plan Contributions$3,223$1,946$912$6,081
Travel$756$3,691$326$4,773
Other Employee Benefits$1,623$1,045$459$3,127
Other Expenses$806,540$2,377-$2,377
Insurance-$701-$701
Total Functional Expenses$913,033$186,917$25,212$1,125,162

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,125,162
Total Expenses per Audited Statements$1,125,162
Total Expenses per Form 990$1,125,162
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
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
Yes
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
2020-08-31
Discuss with paid preparer
Yes

Organization Details

Formed
1991
Legal Domicile
Dc
Voting Board Members
4
Independent Board Members
4
Employees
3
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, 2019, 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, 2016 through 2018.

Raw XML AppendixShowing 400 of 437 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/BOYAmt07427
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt048402
IRS990/AccountsReceivableGrp/BOYAmt090538
IRS990/AccountsReceivableGrp/EOYAmt068925
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0RETIRESAFE 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.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt01027894
IRS990/AllOtherExpensesGrp/TotalAmt00
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/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0147190
IRS990/CashNonInterestBearingGrp/EOYAmt0116054
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt018245
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt038921
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt064465
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0121631
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0true
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01027894
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0281
IRS990/CYOtherExpensesAmt0970825
IRS990/CYOtherRevenueAmt07560
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-89427
IRS990/CYSalariesCompEmpBnftPaidAmt0154337
IRS990/CYTotalExpensesAmt01125162
IRS990/CYTotalFundraisingExpenseAmt025212
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01035735
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 SENIOR EXPOSITIONS, CONFERENCES, INTERNET, SOCIAL MEDIA, GRASSROOTS INTERACTION, PRESS RELEASES, ARTICLES, RESEARCH PAPERS, NEWSLETTERS AND PUBLIC TESTIMONY.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0863621
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt036268
IRS990/FeesForServicesAccountingGrp/TotalAmt036268
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt037890
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt04210
IRS990/FeesForServicesOtherGrp/TotalAmt042100
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/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0MARK GIBBONS
IRS990/Form990PartVIISectionAGrp/PersonNm1THAIR PHILLIPS
IRS990/Form990PartVIISectionAGrp/PersonNm2JIM MARQUEZ
IRS990/Form990PartVIISectionAGrp/PersonNm3CHARLES PARTRIDGE
IRS990/Form990PartVIISectionAGrp/PersonNm4RICHARD WEISS
IRS990/Form990PartVIISectionAGrp/PersonNm5RICHARD HODGE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt091667
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt129965
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0President/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1FORMER PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt4Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd0true
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01035735
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0129
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt08538
IRS990/InformationTechnologyGrp/ProgramServicesAmt014055
IRS990/InformationTechnologyGrp/TotalAmt022722
IRS990/InsuranceGrp/ManagementAndGeneralAmt0701
IRS990/InsuranceGrp/TotalAmt0701
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0281
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0281
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/JointCostsInd0X
IRS990/LandBldgEquipAccumDeprecAmt04475
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt04475
IRS990/LegalDomicileStateCd0DC
IRS990/LoanOutstandingInd0false
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. OUR FOCUS IS ON SOCIAL SECURITY, MEDICARE, HEALTH, SAFER RETIREMENT AND FINANCIAL WELL-BEING.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0355163
IRS990/NetAssetsOrFundBalancesEOYAmt0265736
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0355163
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0265736
IRS990/NondeductibleContributionsInd0true
IRS990/NondeductibleContriDisclInd0true
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/FundraisingAmt03564
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt013757
IRS990/OfficeExpensesGrp/ProgramServicesAmt012591
IRS990/OfficeExpensesGrp/TotalAmt029912
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0459
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01045
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01623
IRS990/OtherEmployeeBenefitsGrp/TotalAmt03127
IRS990/OtherExpensesGrp/Desc0SPECIAL PROJECTS
IRS990/OtherExpensesGrp/Desc1BOARD EXPENSES
IRS990/OtherExpensesGrp/Desc2BANK FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt011694
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt113738
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22377
IRS990/OtherExpensesGrp/ProgramServicesAmt0806540
IRS990/OtherExpensesGrp/TotalAmt0818234
IRS990/OtherExpensesGrp/TotalAmt113738
IRS990/OtherExpensesGrp/TotalAmt22377
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0MANAGEMENT FEE
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt07300
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1260
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt07300
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1260
IRS990/OtherRevenueTotalAmt07560
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt012071
IRS990/OtherSalariesAndWagesGrp/TotalAmt012071
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/FundraisingAmt01577
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04280
IRS990/PayrollTaxesGrp/ProgramServicesAmt05570
IRS990/PayrollTaxesGrp/TotalAmt011427
IRS990/PensionPlanContributionsGrp/FundraisingAmt0912
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01946
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt03223
IRS990/PensionPlanContributionsGrp/TotalAmt06081
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04557
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08572
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/ExpenseAmt049412
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0603720
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0332
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0291075
IRS990/PYOtherRevenueAmt046097
IRS990/PYRevenuesLessExpensesAmt0145439
IRS990/PYSalariesCompEmpBnftPaidAmt0213635
IRS990/PYTotalExpensesAmt0504710
IRS990/PYTotalRevenueAmt0650149
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-89427
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0120305
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0120587
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/ExpensesSubtotalAmt01125162
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04475
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04475
IRS990ScheduleD/RevenueSubtotalAmt01035735
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0As of December 31, 2019, 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, 2016 through 2018.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalExpensesPerForm990Amt01125162
IRS990ScheduleD/TotalRevenuePerForm990Amt01035735
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01035735
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01125162
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt091667
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt129965
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MARK GIBBONS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1THAIR PHILLIPS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0President/CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1FORMER PRESIDENT/CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt091667
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt129965
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/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0362590
IRS990/TotalAssetsEOYAmt0314138
IRS990/TotalAssetsGrp/BOYAmt0362590
IRS990/TotalAssetsGrp/EOYAmt0314138
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01027894
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt025212
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0186917
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0913033
IRS990/TotalFunctionalExpensesGrp/TotalAmt01125162
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07427
IRS990/TotalLiabilitiesEOYAmt048402
IRS990/TotalLiabilitiesGrp/BOYAmt07427
IRS990/TotalLiabilitiesGrp/EOYAmt048402
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0355163
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0265736
IRS990/TotalProgramServiceExpensesAmt0913033
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt0121632
IRS990/TotalRevenueGrp/ExclusionAmt0281
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07560
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01035735
IRS990/TotalVolunteersCnt01
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0362590
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0314138
IRS990/TravelGrp/FundraisingAmt0326
IRS990/TravelGrp/ManagementAndGeneralAmt03691
IRS990/TravelGrp/ProgramServicesAmt0756
IRS990/TravelGrp/TotalAmt04773

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
2019Detailed filing. Detailed filing data is available for this year.$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
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