Civic Intelligence

Retiresafe

990 • Fiscal year 2022 • EIN 48-1108059

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 30, 2023

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

75th percentile

0.23x

Higher debt load relative to assets than 75% of similar nonprofits.

2022 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

67th percentile

0.17x

Higher debt load relative to revenue than 67% of similar nonprofits.

2022 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2022

Net Margin

21st percentile

-11%

Higher net margin than 21% of similar nonprofits.

2022 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

94th percentile

$141,750

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 25.4% of source-year revenue.

2022 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2022

Asset Growth

69th percentile

7.4%

Faster asset growth than 69% of similar nonprofits.

2022 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

6th percentile

-52%

Faster revenue growth than 6% of similar nonprofits.

2022 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$419,196

Up $28,926 (+7.4%) from 2021

Net Assets

Down

$323,860

Down $63,950 (-16%) from 2021

Liabilities

Up

$95,336

Up $92,876 (+3775%) from 2021

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin21st percentile

Revenue

Down

$559,137

Down $600,567 (-52%) from 2021

Expenses

Down

$623,087

Down $534,452 (-46%) from 2021

Net Income

Down

-$63,950

Down $66,115 (-3054%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth69th 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

2022

Assets$419,196
Liabilities$95,336
Net Assets$323,860
Open 2022 Filing

Operations Trend

Revenue Growth6th 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

2022

Revenue$559,137
Expenses$623,087
Net Income-$63,950
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 30, 2023
Return Version
2022v5.0
Gross Receipts
$559,137
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.

RetireSafes mission is to promote and protect the wellbeing, independence and rights of seniors through advocacy and education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$255,589$170,205▼ $85,384
Savings and Temporary Cash Investments$120,773$120,810▲ $37
Accounts Receivable$8,159$8,459▲ $300
Prepaid Expenses and Deferred Charges$5,749$3,057▼ $2,692
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$390,270$419,196▲ $28,926
Other Assets Total-$116,665-
Liabilities
Other Liabilities-$90,488-
Accounts Payable and Accrued Expenses$2,460$4,848▲ $2,388
Total Liabilities$2,460$95,336▲ $92,876
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$327,810$288,860▼ $38,950
Net Assets With Donor Restrictions$60,000$35,000▼ $25,000
Total Net Assets Fund Balance$387,810$323,860▼ $63,950
Total Liabilities and Net Assets / Fund Balance$390,270$419,196▲ $28,926

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$4,475$4,475
Other Assets Org$2,900--
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark GibbonsPresident/CEOFT$135,000$6,750$141,750

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$237,500
Revenue and Support

Revenue Composition

Contributions and Grants
$559,101
Program Service Revenue
$0
Investment Income
$36
Other Revenue
$0
All Other Contributions
$559,101
Change in Net Assets
$-63,950

Audited Revenue Reconciliation

Revenue per Audited Statements
$559,137
Total Revenue per Audited Statements
$559,137
Total Revenue per Form 990
$559,137
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$447,874
Salaries, Compensation, and Employee Benefits$175,213
Total Fundraising Expense$69,750
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$94,500$6,750$33,750$135,000
Fees for Services Accounting-$34,750-$34,750
Occupancy$17,596$1,257$6,285$25,138
Information Technology$15,405$6,730$2,222$24,357
Fees for Services Other$23,675--$23,675
Other Salaries and Wages-$19,500-$19,500
Payroll Taxes$6,835$3,685$2,441$12,961
Office Expenses$5,648$5,234$1,672$12,554
Pension Plan Contributions$4,726$338$1,688$6,752
Travel$2,990$275$1,229$4,494
Other Expenses$294,194$2,575$20,213$2,575
Other Employee Benefits$700$50$250$1,000
Fees for Services Legal-$700-$700
Insurance-$570-$570
Total Functional Expenses$466,269$87,068$69,750$623,087

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$623,087
Total Expenses per Audited Statements$623,087
Total Expenses per Form 990$623,087
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability - Noncurrent$55,688
Operating Lease Liability - Current$34,800
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, Section B, Line 11B

“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, Section B, Line 12C

“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, Section C, Line 19

“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
2023-10-30
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
4443 BROOKFIELD CORPORATE DRIVE SUI, CHANTILLY, VA 20151
Preparer
Michael D Aukamp CPA
Phone
7036318940
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“As of December 31, 2022, 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, 2019 through 2021.”

Raw XML AppendixShowing 400 of 416 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/BOYAmt02460
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt04848
IRS990/AccountsReceivableGrp/BOYAmt08159
IRS990/AccountsReceivableGrp/EOYAmt08459
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0RetireSafes mission is to promote and protect the wellbeing, independence and rights of seniors through advocacy and education.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt0559101
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/BOYAmt0255589
IRS990/CashNonInterestBearingGrp/EOYAmt0170205
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt033750
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt06750
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt094500
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0135000
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0true
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0237500
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01800 M STREET NW STE 450 SOUTH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0WASHINGTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0DC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd020036
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0THE HERALD GROUP
IRS990/ContractorCompensationGrp/ServicesDesc0PROJECT CONTRACTOR
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0559101
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt036
IRS990/CYOtherExpensesAmt0447874
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-63950
IRS990/CYSalariesCompEmpBnftPaidAmt0175213
IRS990/CYTotalExpensesAmt0623087
IRS990/CYTotalFundraisingExpenseAmt069750
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0559137
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/DonorRestrictionNetAssetsGrp/BOYAmt060000
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt035000
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0286608
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt034750
IRS990/FeesForServicesAccountingGrp/TotalAmt034750
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0700
IRS990/FeesForServicesLegalGrp/TotalAmt0700
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt023675
IRS990/FeesForServicesOtherGrp/TotalAmt023675
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/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt06750
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0MARK GIBBONS
IRS990/Form990PartVIISectionAGrp/PersonNm1RICHARD WEISS
IRS990/Form990PartVIISectionAGrp/PersonNm2RICHARD HODGE
IRS990/Form990PartVIISectionAGrp/PersonNm3GAIL DAUBERT
IRS990/Form990PartVIISectionAGrp/PersonNm4KATHLEEN LUTON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0135000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0President/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0559137
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt02222
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt06730
IRS990/InformationTechnologyGrp/ProgramServicesAmt015405
IRS990/InformationTechnologyGrp/TotalAmt024357
IRS990/InsuranceGrp/ManagementAndGeneralAmt0570
IRS990/InsuranceGrp/TotalAmt0570
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt036
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt036
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04475
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt04475
IRS990/LegalDomicileStateCd0DC
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0RetireSafes mission is to promote and protect the wellbeing, independence and rights of seniors through advocacy and education.Our Principles*Saving Social Security and Medicare for current recipients and those soon eligible*Ability for seniors to remain living in their homes as long as possible*Understanding of and access to vaccines and cutting-edge medications*Protection from financial fraud*Being able to securely vote
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0387810
IRS990/NetAssetsOrFundBalancesEOYAmt0323860
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0327810
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0288860
IRS990/NondeductibleContributionsInd0true
IRS990/NondeductibleContriDisclInd0true
IRS990/OccupancyGrp/FundraisingAmt06285
IRS990/OccupancyGrp/ManagementAndGeneralAmt01257
IRS990/OccupancyGrp/ProgramServicesAmt017596
IRS990/OccupancyGrp/TotalAmt025138
IRS990/OfficeExpensesGrp/FundraisingAmt01672
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05234
IRS990/OfficeExpensesGrp/ProgramServicesAmt05648
IRS990/OfficeExpensesGrp/TotalAmt012554
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt0116665
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0250
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt050
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0700
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01000
IRS990/OtherExpensesGrp/Desc0SPECIAL PROJECTS
IRS990/OtherExpensesGrp/Desc1BOARD EXPENSES
IRS990/OtherExpensesGrp/Desc2BANK FEES
IRS990/OtherExpensesGrp/FundraisingAmt020213
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0100
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14554
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22575
IRS990/OtherExpensesGrp/ProgramServicesAmt0294194
IRS990/OtherExpensesGrp/TotalAmt0314507
IRS990/OtherExpensesGrp/TotalAmt14554
IRS990/OtherExpensesGrp/TotalAmt22575
IRS990/OtherLiabilitiesGrp/EOYAmt090488
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt019500
IRS990/OtherSalariesAndWagesGrp/TotalAmt019500
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/FundraisingAmt02441
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03685
IRS990/PayrollTaxesGrp/ProgramServicesAmt06835
IRS990/PayrollTaxesGrp/TotalAmt012961
IRS990/PensionPlanContributionsGrp/FundraisingAmt01688
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0338
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt04726
IRS990/PensionPlanContributionsGrp/TotalAmt06752
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05749
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03057
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/ExpenseAmt0179661
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01159666
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt038
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0993001
IRS990/PYRevenuesLessExpensesAmt02165
IRS990/PYSalariesCompEmpBnftPaidAmt0164538
IRS990/PYTotalExpensesAmt01157539
IRS990/PYTotalRevenueAmt01159704
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-63950
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0120773
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0120810
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/ExpensesSubtotalAmt0623087
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt025935
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt187830
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt22900
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0OTHER RECEIVABLES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1RIGHT-OF-USE ASSET
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2SECURITY DEPOSIT
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04475
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04475
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt034800
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt155688
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OPERATING LEASE LIABILITY - CURRENT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1OPERATING LEASE LIABILITY - NONCURRENT
IRS990ScheduleD/RevenueSubtotalAmt0559137
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0As of December 31, 2022, 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, 2019 through 2021.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0116665
IRS990ScheduleD/TotalExpensesPerForm990Amt0623087
IRS990ScheduleD/TotalLiabilityAmt090488
IRS990ScheduleD/TotalRevenuePerForm990Amt0559137
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0559137
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0623087
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0135000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt06750
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MARK GIBBONS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0President/CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0141750
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, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0390270
IRS990/TotalAssetsEOYAmt0419196
IRS990/TotalAssetsGrp/BOYAmt0390270
IRS990/TotalAssetsGrp/EOYAmt0419196
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0559101
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt069750
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt087068
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0466269
IRS990/TotalFunctionalExpensesGrp/TotalAmt0623087
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02460
IRS990/TotalLiabilitiesEOYAmt095336
IRS990/TotalLiabilitiesGrp/BOYAmt02460
IRS990/TotalLiabilitiesGrp/EOYAmt095336
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0387810
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0323860
IRS990/TotalOtherCompensationAmt06750
IRS990/TotalProgramServiceExpensesAmt0466269
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt0135000
IRS990/TotalRevenueGrp/ExclusionAmt036
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0559137
IRS990/TotalVolunteersCnt01
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0390270
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0419196
IRS990/TravelGrp/FundraisingAmt01229
IRS990/TravelGrp/ManagementAndGeneralAmt0275
IRS990/TravelGrp/ProgramServicesAmt02990
IRS990/TravelGrp/TotalAmt04494
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01616 H STREET NW 800
IRS990/USAddress/CityNm0WASHINGTON
IRS990/USAddress/StateAbbreviationCd0DC
IRS990/USAddress/ZIPCd020006
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.RETIRESAFE.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK GIBBONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RETIRESAFE
ReturnHeader/Filer/BusinessNameControlTxt0RETI
ReturnHeader/Filer/EIN0481108059
ReturnHeader/Filer/PhoneNum02026285095
ReturnHeader/Filer/USAddress/AddressLine1Txt01616 H STREET NW 800
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020006

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$419,196
Liabilities
$95,336
Net assets
$323,860
Revenue
$559,137
Expenses
$623,087
Net income
-$63,950
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
2022Detailed filing. Detailed filing data is available for this year.$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
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