Civic Intelligence

Pension Rights Center

990 • Fiscal year 2019 • EIN 52-1059121

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

Organization Profilewww.pensionrights.org
1050 30th Street NWWashington, DC 20007

(202) 296-3776

Siviq Scores

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

Liabilities / Assets

60th percentile

0.15x

Higher debt load relative to assets than 60% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

44th percentile

0.07x

Higher debt load relative to revenue than 44% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

63rd percentile

8.8%

Higher net margin than 63% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

77th percentile

$123,713

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 12.5% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

87th percentile

33%

Faster asset growth than 87% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

71st percentile

17%

Faster revenue growth than 71% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$433,143

Up $107,168 (+33%) from 2018

Net Assets

Up

$368,686

Up $87,025 (+31%) from 2018

Liabilities

Up

$64,457

Up $20,143 (+45%) from 2018

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin63rd percentile

Revenue

Up

$987,985

Up $141,335 (+17%) from 2018

Expenses

Up

$900,960

Up $152,210 (+20%) from 2018

Net Income

Down

$87,025

Down $10,875 (-11%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,230,125Liabilities 2011: $150,689Net Assets 2011: $1,079,4362011Assets 2012: $1,946,995Liabilities 2012: $156,206Net Assets 2012: $1,790,7892012Assets 2013: $1,212,043Liabilities 2013: $137,011Net Assets 2013: $1,075,0322013Assets 2014: $985,175Liabilities 2014: $200,782Net Assets 2014: $784,3932014Assets 2015: $528,816Liabilities 2015: $160,868Net Assets 2015: $367,9482015Assets 2016: $386,102Liabilities 2016: $120,472Net Assets 2016: $265,6302016Assets 2017: $253,602Liabilities 2017: $69,841Net Assets 2017: $183,7612017Assets 2018: $325,975Liabilities 2018: $44,314Net Assets 2018: $281,6612018Assets 2019: $433,143Liabilities 2019: $64,457Net Assets 2019: $368,6862019Assets 2020: $511,765Liabilities 2020: $77,446Net Assets 2020: $434,3192020Assets 2021: $1,108,027Liabilities 2021: $56,341Net Assets 2021: $1,051,6862021Assets 2022: $2,758,000Liabilities 2022: $90,349Net Assets 2022: $2,667,6512022Assets 2023: $3,196,322Liabilities 2023: $103,465Net Assets 2023: $3,092,8572023Assets 2024: $3,367,766Liabilities 2024: $101,541Net Assets 2024: $3,266,2252024

Highlighted filing

2019

Assets$433,143
Liabilities$64,457
Net Assets$368,686
Open 2019 Filing

Operations Trend

Revenue Growth71st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $1,663,1862011Expenses 2012: $1,369,7082012Revenue 2013: $828,130Expenses 2013: $1,543,887Net Income 2013: -$715,7572013Revenue 2014: $974,905Expenses 2014: $1,265,544Net Income 2014: -$290,6392014Revenue 2015: $792,817Expenses 2015: $1,209,262Net Income 2015: -$416,4452015Revenue 2016: $872,372Expenses 2016: $974,690Net Income 2016: -$102,3182016Revenue 2017: $722,367Expenses 2017: $822,304Net Income 2017: -$99,9372017Revenue 2018: $846,650Expenses 2018: $748,750Net Income 2018: $97,9002018Revenue 2019: $987,985Expenses 2019: $900,960Net Income 2019: $87,0252019Revenue 2020: $858,313Expenses 2020: $792,680Net Income 2020: $65,6332020Revenue 2021: $1,223,333Expenses 2021: $605,966Net Income 2021: $617,3672021Revenue 2022: $2,393,226Expenses 2022: $777,261Net Income 2022: $1,615,9652022Revenue 2023: $1,307,387Expenses 2023: $882,181Net Income 2023: $425,2062023Revenue 2024: $1,089,757Expenses 2024: $916,389Net Income 2024: $173,3682024

Highlighted filing

2019

Revenue$987,985
Expenses$900,960
Net Income$87,025
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Gross Receipts
$1,020,000
Mission and Program Overview

Mission

The Pension Rights Center's mission is to protect and promote the retirement security of American workers, retirees, and their families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$137,965$169,206▲ $31,241
Savings and Temporary Cash Investments$165,749$130,933▼ $34,816
Intangible Assets-$107,735-
Prepaid Expenses and Deferred Charges$12,700$15,092▲ $2,392
Land, Buildings, and Equipment, Net$1,961$2,577▲ $616
Total Assets$325,975$433,143▲ $107,168
Other Assets Total$7,600$7,600→ $0
Liabilities
Accounts Payable and Accrued Expenses$44,314$64,457▲ $20,143
Total Liabilities$44,314$64,457▲ $20,143
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$215,569$300,801▲ $85,232
Net Assets With Donor Restrictions$66,092$67,885▲ $1,793
Total Net Assets Fund Balance$281,661$368,686▲ $87,025
Total Liabilities and Net Assets / Fund Balance$325,975$433,143▲ $107,168

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,577$29,484$32,061
Land$0--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$31,100---$31,100
2018$31,100---$31,100
2017$31,100---$31,100
2016$31,100---$31,100
2015$31,100---$31,100
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen D FriedmanExecutive Vice PresidentFT$103,500$20,213$123,713
Karen W FergusonPresidentFT$46,750$2,338$49,088

Board Members and Trustees

NameTitle
Nancy J AltmanChair
Daniel I HalperinVice-Chair
Alicia H MunnellAt-large
Debra B WhitmanAt-large
Ian D LanoffAt-large
Kathleen Kennedy TownsendAt-large
Robert Roach JrAt-large
Regina T JeffersonSecretary
Marion H MuddTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,019,212
Program Service Revenue
$0
Investment Income
$788
Other Revenue
$-32,015
All Other Contributions
$243,150
Change in Net Assets
$87,025

Audited Revenue Reconciliation

Revenue per Audited Statements
$987,985
Revenue Not Reported on Form 990
$85,240
Total Revenue per Audited Statements
$1,073,225
Total Revenue per Form 990
$987,985
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$500,214
Other Expenses$400,746
Total Fundraising Expense$41,143
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$246,497$5,568$9,171$261,236
Current Officers, Directors, Trustees, and Key Employees$150,646$5,544$19,945$176,135
Fees for Services Other$135,920$231$821$136,972
Occupancy$95,139$2,130$3,711$100,980
Fees for Services Accounting$0$43,706$0$43,706
Payroll Taxes$31,230$1,102$2,255$34,587
Advertising$28,318$0$0$28,318
Office Expenses$21,730$709$2,277$24,716
Conferences and Meetings$17,655$1,704$643$20,002
Other Employee Benefits$15,155$784$86$16,025
Pension Plan Contributions$11,601$268$362$12,231
Insurance$0$8,053$376$8,429
Information Technology$6,493$3$6$6,502
Travel$3,805$59$14$3,878
Other Expenses$0$1,476$0$1,476
Depreciation Depletion$690$0$0$690
Total Functional Expenses$788,239$71,578$41,143$900,960

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$986,200
Expenses per Audited Statements$900,960
Total Expenses per Form 990$900,960
Expenses Not Reported on Form 990$85,240
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$32,015
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event$151,166$0$11,899$-11,899
Total Events$151,166$0$32,015$-32,015
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Pension Rights Center
EIN
52-1059121
Phone
2022963776
Address
1050 30th Street NW, Washington, DC 20007

Signing Officer

Name
Karen W Ferguson
Title
Director/President
Phone
2022963776
Signed
2020-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy J Altman
Formed
1976
Legal Domicile
Dc
Voting Board Members
9
Independent Board Members
9
Employees
10
Volunteers
1

Preparer

Firm
Kronzek Fisher & Lopez PLLC
Address
607 2nd Street NE, Washington, DC 20002
Preparer
Marith L Fisher
Phone
2028539059
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“An electronic copy of the Form 990 is sent to the full Board prior to filing it with the IRS.”

Pt VI, Line 12C

“The board reviews the conflict of interest policy annually, and each board member signs an annual statement agreeing to comply with the policy. Board members disclose potential conflicts in writing as needed throughout the year.”

Pt VI, Line 15A

“The Board Finance Committee meets annually, prior to its January Board meeting to review the CEO salary for the upcoming year. It makes salary recommendations, that based on salaries for comparable organizations, are presented for full Board approval at the January Board meeting. In 2019, the Finance Committee met in January, finalizing recommendations that it made to the full Board at the meeting that was held in January. The Board approved the recommended salaries by a voice vote, without any opposition.”

Pt VI, Line 15B

“The Board Finance Committee meets annually, prior to its January Board meeting to review all other staff salaries for the upcoming year. It makes salary recommendations, that based on salaries for comparable organizations, are presented for full Board approval at the January Board meeting. In 2019, the Finance Committee met in January, finalizing recommendations that it made to the full Board at the meeting that was held in January. The Board approved the recommended salaries by a voice vote, without any opposition.”

Pt VI, Line 19

“Documents listed on lines 18 & 19 are available upon request during normal business hours.”

Form 990, Part IX, Line 11G

“Consultants 136972. 135920. 231. 821.”

Financial Statement Notes

Pt X, Line 2

“The Center is exempt from payment of taxes on income other than net unrelated business income under Section 501(c)(3) of the Internal Revenue Code (IRC). Contributions to the Center are deductible as provided in IRC Section 170(b)(1)(A)(vi). Management has evaluated the Center's tax positions and concluded that the Center's financial statements do not include uncertain tax positions. No tax expense is recorded in the financial statements for the year ended December 31, 2019, as there are no significant unrelated business activities.”

Pt XI, Line 2D

“Fundraising expenses”

Pt XII, Line 2D

“Fundraising expenses”

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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/Desc0Legal Program: Provided technical support and legal training to regional pension counseling projects around the country. Also provided information and referrals to individuals with retirement plan questions and problems, wrote fact sheets and blog posts, presented webinars, filed friend-of-the-court briefs in the U.S. Supreme Court, and sponsored a Strategic Convening on Women and Retirement at Divorce.
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IRS990/PensionPlanContributionsGrp/FundraisingAmt0362
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0268
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt015092
IRS990/PrincipalOfficerNm0Nancy J Altman
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0Public Policy Program: Worked with employee, retiree, and women's organizations to preserve pensions and develop improved retirement policies. Gave speeches, published an op-ed, testified before an agency advisory committee, and submitted comments on proposed legislation and regulations.
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IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
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IRS990/PYTotalExpensesAmt0748750
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt087025
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt0130933
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part II, Line 10 Description: Miscellaneous revenue 2015: 8000. 2016: 5845. 2017: 500. 2018: 1269. 2019: 0.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10
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IRS990ScheduleA/PublicSupportTotal509Amt00
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0908711
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0784534
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04312416
IRS990ScheduleA/TotalSupportAmt04329927
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990/ScheduleBRequiredInd0true
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IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus2Amt0148346
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus3Amt0176715
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IRS990ScheduleC/TotalDirectLobbyingGrp/FilingOrganizationsTotalAmt05438
IRS990ScheduleC/TotalExemptPurposeExpendGrp/FilingOrganizationsTotalAmt0900960
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IRS990ScheduleC/TotalLobbyingExpendGrp/FilingOrganizationsTotalAmt05731
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IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt031100
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt031100

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$433,143
Liabilities
$64,457
Net assets
$368,686
Revenue
$987,985
Expenses
$900,960
Net income
$87,025
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.37$0.10$3.27$1.09$0.92$0.17
2023Detailed filing. Detailed filing data is available for this year.$3.20$0.10$3.09$1.31$0.88$0.43
2022Detailed filing. Detailed filing data is available for this year.$2.76$0.09$2.67$2.39$0.78$1.62
2021Detailed filing. Detailed filing data is available for this year.$1.11$0.06$1.05$1.22$0.61$0.62
2020Detailed filing. Detailed filing data is available for this year.$0.51$0.08$0.43$0.86$0.79$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.43$0.06$0.37$0.99$0.90$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.33$0.04$0.28$0.85$0.75$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.25$0.07$0.18$0.72$0.82$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.39$0.12$0.27$0.87$0.97$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.53$0.16$0.37$0.79$1.21$0.42
2014Detailed filing. Detailed filing data is available for this year.$0.99$0.20$0.78$0.97$1.27$0.29
2013Detailed filing. Detailed filing data is available for this year.$1.21$0.14$1.08$0.83$1.54$0.72
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.95$0.16$1.79$1.37
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.15$1.08$1.66