2024-10-23T11:59:42-04:00 2023-12-31 474306215 Mullins PC 7625 Wisconsin Avenue Bethesda MD 20814 990 2023-01-01 320279201 NIRS Research and Education Fund NIRS 1612 K Street NW STE 500 Washington DC 20006 Daniel Doonan Executive Direc 2024578190 2024-10-23 true true John Mullins P01429307 2027706371 2024-10-23 2023 2024-10-15 13:58:12Z Daniel Doonan 1005083 false X X 2007 DC 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. 12 12 4 12 0 0 685822 1030 929385 986429 8704 17624 0 1623911 1005083 0 0 503943 606127 0 108091 469069 541803 973012 1147930 650899 -142847 1379950 1018948 745383 518380 634567 500568 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. false false 892440 986429 The Organization conducted research, education and outreach programs about pensions and retirement security. Specific program service accomplishments include: 1.Produced 6 research reports: https://www.nirsonline.org/research/2.Speaking Engagements and Events list attached in separate pdf3.Added 12 new members4.Hosted our annual conference and Visionary Circle Meeting5.NIRS referred to in media 2,999 times 892440 true false false false false false false false false true false false true true true true false false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 6 0 true 4 true false false false false false false false false false false false false X 12 12 false false false false true true false true false false false true true true true true true true false false X The Organization 2024578190 1612 K Street NW Suite 500 Washington DC 20006 Daniel Doonan Executive Director 40.00 0.00 X 228831 0 6298 Andrew Sherman Member 1.00 0.00 X 0 0 0 Hank Kim Esq Member 1.00 0.00 X 0 0 0 Jay Stoffel Member 1.00 0.00 X 0 0 0 Angela Miller-May Member 1.00 0.00 X 0 0 0 Jill Schurtz Member 1.00 0.00 X 0 0 0 R Dean Kenderdine Member 1.00 0.00 X 0 0 0 Dana Bilyeu Member 1.00 0.00 X 0 0 0 John Adler Member 1.00 0.00 X 0 0 0 Katie Comstock Member 1.00 0.00 X 0 0 0 Gerri Madrid-Davis Chair 1.00 0.00 X X 0 0 0 Kelly Fox Vice Chair 1.00 0.00 X X 0 0 0 Michael Hairston Secretary-Treasurer 1.00 0.00 X X 0 0 0 228831 0 6298 1 false true false Kenneally Company LLC 2201 Wilkinson Pl Alexandria VA 223062544 Consulting 109705 1 1030 1030 Membership Dues 900099 959000 959000 Contract Research 900099 27429 27429 986429 17624 17624 1005083 986429 0 17624 X 228831 169335 34325 25171 279249 206644 41887 30718 43973 32540 6596 4837 17392 12870 2609 1913 36682 27145 5502 4035 50220 37163 7533 5524 133779 98996 20067 14716 25200 18648 3780 2772 3853 2851 579 423 34597 25602 5190 3805 45327 33542 6799 4986 50796 37589 7619 5588 86887 86887 4270 3160 641 469 4123 3051 618 454 Contract Research 67240 67240 Meals and Entertainment 6020 4455 903 662 Dues and Subscriptions 6815 5043 1022 750 Telephone 4570 3382 686 502 18106 16297 1043 766 1147930 892440 147399 108091 591461 300185 492283 501132 43925 10792 11808 103568 85686 19050 17882 222439 187941 1379950 1018948 58066 29140 454029 304850 233288 184390 745383 518380 X 634567 500568 634567 500568 1379950 1018948 -142847 8848 0 X false true X true false X 685822 1030 686852 685822 1030 686852 658298 28554 686852 X 16024 16024 87544 69662 17882 17882 Right of Use Asset 174730 Accrued Pension Benefit 8669 Security Deposit 4542 187941 Lease Liabilities 184390 184390 X 1013931 8848 8848 1005083 1005083 1147930 1147930 1147930 Footnote for uncertain tax position under FIN 48 (Part X) The Institute is exempt from Federal income taxes under Section 501(c)(4) of the Internal Revenue Code (IRC). Accordingly, no provision for income taxes has been made in the accompanying consolidated financial statements. The provisions included in accounting principles generally accepted in the United States of America provide consistent guidance for the accounting for uncertainty in income taxes recognized in an entitys financial statements and prescribe a threshold of more likely than not for recognition of tax positions taken or expected to be taken in a tax return. The Institute performed an evaluation of uncertain tax positions at year end, and determined that there were no matters that would require recognition in the consolidated financial statements or, which may have any effect on its tax-exempt status. As of year end, the statute of limitations for tax years 2019 through 2021 remains open with the U.S. Federal jurisdiction and any state and local jurisdictions in which the Institute file tax returns. X X X false false false false false false false false false Daniel Doonan Executive Director 228831 6298 235129 Members or stockholder classes and rights Part VI line 6 The Organization has four leadership members, the Council of Institutional Investors, the National Association of State Retirement Administrators, the National Council on Teacher Retirement, and the National Conference on Public Retirement Systems. Member election for additional members Part VI line 7a Each of the Organizations Leadership Members appoints one member to The Board of Directors. Committee meeting documentation Part VI line 8b The response to the question on Page 6, Part VI, Line 8b is No because The Organization does not have a committee with authority to act on behalf of the governing body. Form 990 governing body review Part VI line 11 A copy of the Form 990 is distributed to The Board members and the Executive Director for review and comment. Upon completion of this review, the Executive Director signs the return and it is mailed to the IRS. Conflict of interest policy compliance Part VI line 12c Persons covered by the policy annually disclose or update to the Secretary/Treasurer any interests that could give rise to conflicts of interest. For each interest disclosed to the Secretary/Treasurer, the Secretary/Treasurer and Chairperson of The Board determine the appropriate course of action, pursuant to the Organizations conflict of interest policy. The Executive Director monitors proposed or ongoing transactions for conflicts of interest and discloses them to the Secretary/Treasurer in order to deal with potential or actual conflicts. CEO executive director top management comp Part VI line 15a The Board of the National Institute on Retirement Security annually reviews and approves compensation for the Executive Director after a formal and comprehensive performance evaluation process that involves evaluating and rating the Executive Directors performance in writing based on several criteria including: research products; leadership; planning; finance; membership development; public relations/education; and operations. All performance evaluations and compensation decisions are documented and kept in The Organizations records. Governing documents etc available to public Part VI line 19 National Institute on Retirement Security makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. List of other fees for services expenses Part IX line 11g Consultants: $130,216Misc Expenses: $1,275Payroll Fees: $2,288 National Institute on Retitement Se 1612 K Street NW Suite 500 Washington DC 20006 208705822 Research and Education DC 501c4 N/A false false false false false false false false false false false false false false false false false false false false