National Institute On Retirement Security
- Assets
- $1.2m
- Revenue
- $842.4k
- Investments
- $0.0
- Employees
- 3
- Location
- Washington, DC
- Founding
- 08/2007
- Data as of
- 12/2021
- EIN
- 20-8705822
Organization Overview
National Institute On Retirement Security is located in Washington, DC. The organization was established in 2007. According to its NTEE Classification (Y05) the organization is classified as: Research Institutes & Public Policy Analysis, under the broad grouping of Mutual & Membership Benefit and related organizations. As of 12/2021, National Institute On Retirement Security employed 3 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. National Institute On Retirement Security is a 501(c)(4) and as such, is described as a "Civic League, Social Welfare Organization, and Local Association of Employees" by the IRS.
For the year ending 12/2021, National Institute On Retirement Security generated $842.4k in total revenue. The organization has seen a slow decline revenue. Over the past 7 years, revenues have fallen by an average of (0.5%) each year. All expenses for the organization totaled $749.5k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO PROMOTE SOCIAL WELFARE BY CONDUCTING NATIONAL RESEARCH, EDUCATION AND OUTREACH PROGRAMS THAT FOSTER A DEEP UNDERSTANDING OF THE VALUE OF RETIREMENT SECURITY IN THE US.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE ORGANIZATION CONDUCTED RESEARCH, EDUCATION AND OUTREACH PROGRAMS ABOUT PENSIONS AND RETIREMENT SECURITY. SPECIFIC PROGRAM SERVICE ACCOMPLISHMENTS INCLUDE: -PUBLISHED ORIGINAL RESEARCH REPORTS/BRIEFS AND DISTRIBUTED THESE TO MEMBERS OF THE MEDIA, POLICYMAKERS, INDUSTRY PARTICIPANTS, RESEARCHERS AND OTHERS.-MAINTAINED A WEBSITE TO SERVE AS AN EDUCATIONAL RESOURCE FOR POLICYMAKERS, MEMBERS OF THE MEDIA, RESEARCHERS AND THE GENERAL PUBLIC.-ENGAGED A BROAD RANGE OF AUDIENCES THROUGH WEBINARS, CONFERENCES AND OTHER SPEAKING ENGAGEMENTS. GAVE MEDIA INTERVIEWS AND TESTIMONY ON OUR RESEARCH FINDINGS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Daniel J Doonan Executive Director | Officer | 40 | $214,188 |
Gerri Madrid-Davis Chair | OfficerTrustee | 1 | $0 |
Brian Tobin Vice Chair | OfficerTrustee | 1 | $0 |
Kelly L Fox Secretarytreasurer | OfficerTrustee | 1 | $0 |
John Adler Director | Trustee | 1 | $0 |
Kristen Doyle Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $842,138 |
| Investment income | $230 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $842,368 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $214,188 |
| Compensation of current officers, directors, key employees. | $32,128 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $159,039 |
| Pension plan accruals and contributions | $50,381 |
| Other employee benefits | $10,694 |
| Payroll taxes | $26,694 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $30,078 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $120,789 |
| Advertising and promotion | $18,033 |
| Office expenses | $21,245 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $61,744 |
| Travel | $5,105 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $15,537 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $3,283 |
| Insurance | $2,803 |
| All other expenses | $0 |
| Total functional expenses | $749,541 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,115,583 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $20,925 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $5,503 |
| Net Land, buildings, and equipment | $18,435 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $4,037 |
| Total assets | $1,164,483 |
| Accounts payable and accrued expenses | $46,411 |
| Grants payable | $0 |
| Deferred revenue | $482,300 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $528,711 |
| Net assets without donor restrictions | $635,772 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $1,164,483 |
Grants Recieved
Over the last fiscal year, we have identified 2 grants that National Institute On Retirement Security has recieved totaling $44,100.
| Awarding Organization | Amount |
|---|---|
American Federation Of State County & Municipal Employees Washington, DC PURPOSE: General | $24,100 |
Aarp Washington, DC PURPOSE: Sponsorshio for the Educator survey | $20,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Employee Benefit Research Institute Washington, DC | $4,289,586 | $4,240,506 |
Apga Research Foundation Washington, DC | $1,076,926 | $1,156,294 |
Ebri Education And Research Fund Washington, DC | $2,540,502 | $750,770 |
National Institute On Retirement Security Washington, DC | $1,164,483 | $842,368 |
Values Institute Of America Inc Richmond, VA | $20,928 | $0 |