Civic Intelligence

Individual Retirement Rights Association

EIN 87-2448854 • 501(c)4 • Farmington, UT

Profile

To promote social welfare within the meaning of section 501(c)(4) of the internal revenue code of 1986, as amended, including but not limited to protecting the retirement security of the american public through education and advocacy related to individual retirement accounts and other tax-exempt personal savings vehicles. Irra initially advocated and lobbied at the federal level for legislation supporting owners and providers of alternative investment vehicles.

410 N Union Ave Suite 220Farmington, UT 84025

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

96th percentile

1.15x

Higher debt load relative to assets than 96% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

86th percentile

0.26x

Higher debt load relative to revenue than 86% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2022

Net Margin

84th percentile

29%

Higher net margin than 84% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

11th percentile

-69%

Faster asset growth than 11% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

13th percentile

-54%

Faster revenue growth than 13% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$50,053

Down $16,817 (-25%) from 2022

Liabilities

Down

$46,367

Down $30,569 (-40%) from 2022

Net Assets

Up

$3,686

Up $13,752 (+137%) from 2022

Revenue

Down

$60,000

Down $235,010 (-80%) from 2022

Expenses

Down

$40,825

Down $170,079 (-81%) from 2022

Net Income

Down

$19,175

Down $64,931 (-77%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$200K$0-$200KAssets 2021: $216,686Liabilities 2021: $310,858Net Assets 2021: -$94,1722021Assets 2022: $66,870Liabilities 2022: $76,936Net Assets 2022: -$10,0662022Assets 2023: $50,053Liabilities 2023: $46,367Net Assets 2023: $3,6862023

Highlighted filing

2023

Assets$50,053
Liabilities$46,367
Net Assets$3,686

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2021: $637,000Expenses 2021: $731,172Net Income 2021: -$94,1722021Revenue 2022: $295,010Expenses 2022: $210,904Net Income 2022: $84,1062022Revenue 2023: $60,000Expenses 2023: $40,825Net Income 2023: $19,1752023

Highlighted filing

2023

Revenue$60,000
Expenses$40,825
Net Income$19,175

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 7, 2024
Return Version
2023v5.1
Gross Receipts
$60,000
Mission and Program Overview

Mission

To promote social welfare within the meaning of section 501(c)(4) of the internal revenue code of 1986, as amended, including but not limited to protecting the retirement security of the american public through education and advocacy related to individual retirement accounts and other tax-exempt personal savings vehicles. Irra initially advocated and lobbied at the federal level for legislation supporting owners and providers of alternative investment vehicles.

Program Services

DescriptionGrantsExpenses
ADVOCACY AND LOBBYING - SINCE THE ASSOCIATION ONLY BEGAN IN SEPTEMBER 2021, ADVOCACY AND LOBBYING WERE THE PRIMARY PROGRAMS IN 2023. LOBBYING EFFORTS WERE DIRECTED AT KEY PROVISIONS IN THE BUILD BACK BETTER LEGISLATION TO ENSURE ALTERNATIVE INVESTMENTS WERE NOT NEGATIVELY IMPACTED BY THE LEGISLATION.$0$172
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOANNE DUNNETreasurer And Secretary-$22,550-$22,550
HOWARD KAPLANPresident Until June 2023-$7,500-$7,500
JASON HELQUISTChairman-$0--
BRAD SCAFEBoard Member-$0--
DANIEL GLEICHBoard Member-$0--
MAT SORENSENBoard Member Until April 2023-$0--
ADAM BERGMANBoard Member Until April 2023-$0--
GARY HIRSCHBoard Member Until December 2023-$0--
ANTHONY CIMINOBoard Member Until May 2023-$0--
Filing and Contact Details

Filer

Filer Name
Individual Retirement Rights Association
EIN
87-2448854
Phone
7032248860
Address
410 N UNION AVE SUITE 220, FARMINGTON, UT 84025

Signing Officer

Name
Jason Helquist
Title
Chairman
Phone
7032248860
Signed
2024-10-07
Discuss with paid preparer
Yes

Preparer

Firm
Jm&m
Address
10500 LITTLE PATUXENT PARKWAY SUITE, 770, COLUMBIA, MD 21044
Phone
4108840220
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: dues & subscriptions. Amount: 1,042. Description: insurance. Amount: 2,825. Description: bank charges & fees. Amount: 180. Description: taxes & filing fees. Amount: 72. Description: website development. Amount: 172. Total to form 990-ez, line 16: 4,291.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: prior year adjustment. Amount: -5,423.

Form 990-ez, Part II, Line 24 - Other Assets

Description: accounts receivable. Beg. Of year amount: 10. End of year amount: 30,000. Description: prepaid expense. Beg. Of year amount: 8,238. End of year amount: 0.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable and accrued expenses. Beg. Of year amount: 76,936. End of year amount: 46,367.

Raw XML Appendix152 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER AND SECRETARY
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IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE SOCIAL WELFARE WITHIN THE MEANING OF SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, INCLUDING BUT NOT LIMITED TO PROTECTING THE RETIREMENT SECURITY OF THE AMERICAN PUBLIC THROUGH EDUCATION AND ADVOCACY RELATED TO INDIVIDUAL RETIREMENT ACCOUNTS AND OTHER TAX-EXEMPT PERSONAL SAVINGS VEHICLES. IRRA INITIALLY ADVOCATED AND LOBBIED AT THE FEDERAL LEVEL FOR LEGISLATION SUPPORTING OWNERS AND PROVIDERS OF ALTERNATIVE INVESTMENT VEHICLES.
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IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 1,042. DESCRIPTION: INSURANCE. AMOUNT: 2,825. DESCRIPTION: BANK CHARGES & FEES. AMOUNT: 180. DESCRIPTION: TAXES & FILING FEES. AMOUNT: 72. DESCRIPTION: WEBSITE DEVELOPMENT. AMOUNT: 172. TOTAL TO FORM 990-EZ, LINE 16: 4,291.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: PRIOR YEAR ADJUSTMENT. AMOUNT: -5,423.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 10. END OF YEAR AMOUNT: 30,000. DESCRIPTION: PREPAID EXPENSE. BEG. OF YEAR AMOUNT: 8,238. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 76,936. END OF YEAR AMOUNT: 46,367.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JASON HELQUIST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum07032248860
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INDIVIDUAL RETIREMENT RIGHTS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0INDI
ReturnHeader/Filer/EIN0872448854
ReturnHeader/Filer/PhoneNum07032248860
ReturnHeader/Filer/USAddress/AddressLine1Txt0410 N UNION AVE SUITE 220
ReturnHeader/Filer/USAddress/CityNm0FARMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010500 LITTLE PATUXENT PARKWAY SUITE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0770
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021044
ReturnHeader/PreparerPersonGrp/PhoneNum04108840220
ReturnHeader/ReturnTs02024-10-07T16:35:21-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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