Civic Intelligence

Retiresafe

990 • Fiscal year 2021 • EIN 48-1108059

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 16, 2022

Organization ProfileWWW.RETIRESAFE.ORG

View Organization Page

1616 H Street NW 800Washington, DC 20006

(202) 628-5095

Siviq Scores

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

Liabilities / Assets

37th percentile

0.01x

Higher debt load relative to assets than 37% of similar nonprofits.

2021 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2021 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2021

Net Margin

27th percentile

0.2%

Higher net margin than 27% of similar nonprofits.

2021 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

87th percentile

$132,434

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 11.4% of source-year revenue.

2021 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2021

Asset Growth

29th percentile

0.2%

Faster asset growth than 29% of similar nonprofits.

2021 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

66th percentile

19%

Faster revenue growth than 66% of similar nonprofits.

2021 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$390,270

Up $618 (+0.2%) from 2020

Net Assets

Up

$387,810

Up $2,165 (+0.6%) from 2020

Liabilities

Down

$2,460

Down $1,547 (-39%) from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin27th percentile

Revenue

Up

$1,159,704

Up $184,323 (+19%) from 2020

Expenses

Up

$1,157,539

Up $302,067 (+35%) from 2020

Net Income

Down

$2,165

Down $117,744 (-98%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2021

Assets$390,270
Liabilities$2,460
Net Assets$387,810
Open 2021 Filing

Operations Trend

Revenue Growth66th 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

2021

Revenue$1,159,704
Expenses$1,157,539
Net Income$2,165
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 16, 2022
Return Version
2021v4.0
Gross Receipts
$1,159,704
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$253,278$255,589▲ $2,311
Savings and Temporary Cash Investments$120,735$120,773▲ $38
Accounts Receivable$7,300$8,159▲ $859
Prepaid Expenses and Deferred Charges$8,339$5,749▼ $2,590
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$389,652$390,270▲ $618
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$4,007$2,460▼ $1,547
Total Liabilities$4,007$2,460▼ $1,547
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$260,645$327,810▲ $67,165
Net Assets With Donor Restrictions$125,000$60,000▼ $65,000
Total Net Assets Fund Balance$385,645$387,810▲ $2,165
Total Liabilities and Net Assets / Fund Balance$389,652$390,270▲ $618

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$4,475$4,475
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark GibbonsPresident/CEOFT$125,000$7,434$132,434

Board Members and Trustees

NameTitle
Richard WeissChairman
Richard HodgeVice Chairman
Gail DaubertMember
Kathleen LutonMember

Highest Paid Contractors

ContractorServicesLocationCompensation
The Herald GroupProject Contractor1800 M STREET NW STE 450 SOUTH, Washington, DC 20036$866,250
Revenue and Support

Revenue Composition

Contributions and Grants
$1,159,666
Program Service Revenue
$0
Investment Income
$38
Other Revenue
$0
All Other Contributions
$1,159,666
Change in Net Assets
$2,165

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,159,704
Total Revenue per Audited Statements
$1,159,704
Total Revenue per Form 990
$1,159,704
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$993,001
Salaries, Compensation, and Employee Benefits$164,538
Total Fundraising Expense$33,102
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$72,896$32,994$19,110$125,000
Fees for Services Accounting-$36,496-$36,496
Information Technology$18,085$2,352$1,412$21,849
Occupancy$12,874$5,364$3,219$21,457
Other Salaries and Wages-$19,500-$19,500
Payroll Taxes$8,750$2,023$1,639$12,412
Office Expenses$7,256$3,023$1,813$12,092
Pension Plan Contributions$4,859$1,123$910$6,892
Travel$2,710$1,129$677$4,516
Fees for Services Other$3,425--$3,425
Other Expenses$872,375$2,354$4,225$2,354
Other Employee Benefits$517$120$97$734
Insurance-$570-$570
Fees for Services Legal-$200-$200
Total Functional Expenses$1,003,747$120,690$33,102$1,157,539

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,157,539
Total Expenses per Audited Statements$1,157,539
Total Expenses per Form 990$1,157,539
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 800, WASHINGTON, DC 20006

Signing Officer

Name
Mark Gibbons
Title
President
Signed
2022-06-16
Discuss with paid preparer
Yes

Organization Details

Formed
1991
Legal Domicile
Dc
Voting Board Members
4
Independent Board Members
4
Employees
2
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, 2021, 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, 2018 through 2020.”

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IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0148
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IRS990/PYRevenuesLessExpensesAmt0119909
IRS990/PYSalariesCompEmpBnftPaidAmt0159386
IRS990/PYTotalExpensesAmt0855472
IRS990/PYTotalRevenueAmt0975381
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt02165
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt0120773
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IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04475
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04475
IRS990ScheduleD/RevenueSubtotalAmt01159704
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0As of December 31, 2021, 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, 2018 through 2020.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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IRS990ScheduleD/TotalRevenuePerForm990Amt01159704
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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/WebsiteAddressTxt0WWW.RETIRESAFE.ORG
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/PreparerPersonGrp/PhoneNum07036318940
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ReturnHeader/ReturnTs02022-06-16T05:42:44-07:00
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$390,270
Liabilities
$2,460
Net assets
$387,810
Revenue
$1,159,704
Expenses
$1,157,539
Net income
$2,165
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
2021Detailed filing. Detailed filing data is available for this year.$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
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