Civic Intelligence

Retiresafe

990 • Fiscal year 2023 • EIN 48-1108059

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 28, 2024

Organization ProfileWWW.RETIRESAFE.ORG

View Organization Page

2020 K Street NW 505Washington, DC 20006

(202) 628-5095

Siviq Scores

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

Liabilities / Assets

85th percentile

0.25x

Higher debt load relative to assets than 85% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

85th percentile

0.27x

Higher debt load relative to revenue than 85% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Net Margin

7th percentile

-64%

Higher net margin than 7% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Top Officer Pay

99th percentile

$148,500

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 67.2% of source-year revenue.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

10th percentile

-43%

Faster asset growth than 10% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

7th percentile

-60%

Faster revenue growth than 7% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets85th percentile

Assets

Flat

$240,885

Flat from 2023

Net Assets

Flat

$181,320

Flat from 2023

Liabilities

Flat

$59,565

Flat from 2023

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin7th percentile

Revenue

Flat

$221,139

Flat from 2023

Expenses

Flat

$363,679

Flat from 2023

Net Income

Flat

-$142,540

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth10th 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 2023: $240,885Liabilities 2023: $59,565Net Assets 2023: $181,3202023Assets 2024: $124,998Liabilities 2024: $26,472Net Assets 2024: $98,5262024

Highlighted filing

2023

Assets$240,885
Liabilities$59,565
Net Assets$181,320
Open 2023 Filing

Operations Trend

Revenue Growth7th 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 2023: $221,139Expenses 2023: $363,679Net Income 2023: -$142,5402023Revenue 2024: $238,750Expenses 2024: $321,544Net Income 2024: -$82,7942024

Highlighted filing

2023

Revenue$221,139
Expenses$363,679
Net Income-$142,540
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 28, 2024
Return Version
2023v5.1
Gross Receipts
$221,139
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
Savings and Temporary Cash Investments$120,810$120,846▲ $36
Accounts Receivable$8,459$44,459▲ $36,000
Cash and Non-Interest-Bearing Accounts$170,205$12,921▼ $157,284
Prepaid Expenses and Deferred Charges$3,057$2,652▼ $405
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$419,196$240,885▼ $178,311
Other Assets Total$116,665$60,007▼ $56,658
Liabilities
Other Liabilities$90,488$58,798▼ $31,690
Accounts Payable and Accrued Expenses$4,848$767▼ $4,081
Total Liabilities$95,336$59,565▼ $35,771
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$288,860$181,320▼ $107,540
Net Assets With Donor Restrictions$35,000--
Total Net Assets Fund Balance$323,860$181,320▼ $142,540
Total Liabilities and Net Assets / Fund Balance$419,196$240,885▼ $178,311

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$4,475$4,475
Other Assets Org$2,900--
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Mark GibbonsPresident/CEOFT$148,500$148,500

Board Members and Trustees

NameTitle
Richard WeissChairman
Richard HodgeVice Chairman
Kathleen LutonMember
Revenue and Support

Revenue Composition

Contributions and Grants
$221,103
Program Service Revenue
$0
Investment Income
$36
Other Revenue
$0
All Other Contributions
$221,103
Change in Net Assets
$-142,540
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$189,938
Other Expenses$173,741
Total Fundraising Expense$24,170
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$111,375$22,275$14,850$148,500
Occupancy$20,300$10,150$3,383$33,833
Fees for Services Accounting-$33,768-$33,768
Information Technology$24,335$3,550$1,805$29,690
Fees for Services Other$25,800$1,080-$26,880
Other Salaries and Wages-$19,500-$19,500
Payroll Taxes$7,916$4,780$1,055$13,751
Other Employee Benefits$6,141$1,228$818$8,187
All Other Expenses$2,061$3,747$210$6,018
Other Expenses$24,860$3,575$1,668$3,575
Travel$1,625$648$381$2,654
Office Expenses$660$1,208-$1,868
Insurance-$609-$609
Total Functional Expenses$225,073$114,436$24,170$363,679
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$58,798
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
2020 K STREET NW 505, WASHINGTON, DC 20006

Signing Officer

Name
Mark Gibbons
Title
President
Signed
2024-08-28
Discuss with paid preparer
Yes

Organization Details

Formed
1991
Legal Domicile
Dc
Voting Board Members
3
Independent Board Members
3
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
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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/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0120810
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0120846
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/OtherAssetsOrgGrp/BookValueAmt057106
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt11
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt22900
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0OTHER RECEIVABLES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1RIGHT-OF-USE ASSET
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2Rounding
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3SECURITY DEPOSIT
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04475
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04475
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt058798
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OPERATING LEASE LIABILITY
IRS990ScheduleD/TotalBookValueOtherAssetsAmt060007
IRS990ScheduleD/TotalLiabilityAmt058798
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0148500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MARK GIBBONS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0President/CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0148500
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/TotalAssetsBOYAmt0419196
IRS990/TotalAssetsEOYAmt0240885
IRS990/TotalAssetsGrp/BOYAmt0419196
IRS990/TotalAssetsGrp/EOYAmt0240885
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0221103
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt024170
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0114436
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0225073
IRS990/TotalFunctionalExpensesGrp/TotalAmt0363679
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt095336
IRS990/TotalLiabilitiesEOYAmt059565
IRS990/TotalLiabilitiesGrp/BOYAmt095336
IRS990/TotalLiabilitiesGrp/EOYAmt059565
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0323860
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0181320
IRS990/TotalProgramServiceExpensesAmt0225073
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt0148500
IRS990/TotalRevenueGrp/ExclusionAmt036
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0221139
IRS990/TotalVolunteersCnt01
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0419196
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0240885
IRS990/TravelGrp/FundraisingAmt0381
IRS990/TravelGrp/ManagementAndGeneralAmt0648
IRS990/TravelGrp/ProgramServicesAmt01625
IRS990/TravelGrp/TotalAmt02654
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02020 K STREET NW 505
IRS990/USAddress/CityNm0WASHINGTON
IRS990/USAddress/StateAbbreviationCd0DC
IRS990/USAddress/ZIPCd020006
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.RETIRESAFE.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK GIBBONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RETIRESAFE
ReturnHeader/Filer/BusinessNameControlTxt0RETI
ReturnHeader/Filer/EIN0481108059
ReturnHeader/Filer/PhoneNum02026285095
ReturnHeader/Filer/USAddress/AddressLine1Txt02020 K STREET NW 505
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020006
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541972062
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DUNHAM AUKAMP & RHODES PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04443 BROOKFIELD CORPORATE DRIVE SUI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHANTILLY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020151
ReturnHeader/PreparerPersonGrp/PhoneNum07036318940
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL D AUKAMP CPA
ReturnHeader/ReturnTs02024-08-28T12:18:59-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$240,885
Liabilities
$59,565
Net assets
$181,320
Revenue
$221,139
Expenses
$363,679
Net income
-$142,540
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
2023Detailed filing. Detailed filing data is available for this year.$0.24$0.06$0.18$0.22$0.36$0.14
2023Summary only. Only limited summary data is available for this year.$0.24$0.06$0.18$0.22$0.36$0.14
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.10$0.32$0.56$0.62$0.06
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.00$0.39$1.16$1.16$0.00
2020Summary only. Only limited summary data is available for this year.$0.39$0.00$0.39$0.98$0.86$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.05$0.27$1.04$1.13$0.09
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.01$0.36$0.65$0.50$0.15
2017Summary only. Only limited summary data is available for this year.$0.34$0.13$0.21$0.61$0.58$0.04
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