2025-09-23T13:48:22-04:00 2024-12-31 474306215 Mullins PC 7625 Wisconsin Avenue Bethesda MD 20814 990 2024-01-01 320279201 NIRS Research and Education Fund % Daniel Doonan NIRS 2024578190 1612 K Street NW STE 500 Washington DC 20006 DANIEL DOONAN Executive Director 2024578190 2025-09-23 true true JOHN MULLINS P01429307 2027706371 2025-09-23 2024 2025-03-06 01:10:19Z Daniel Doonan 1612 K Street NW Ste 500 Washington DC 20006 1140348 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 1030 1090 986429 1113388 17624 25870 0 1005083 1140348 0 0 606127 598041 0 107189 541803 506425 1147930 1104466 -142847 35882 1018948 1203727 518380 664842 500568 538885 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 851107 1113388 The Organization conducted research, education and outreach programs about pensions and retirement security. Specific program service accomplishments include: 1.Produced research reports: https://www.nirsonline.org/research/ 2. Speaking Engagements (34) and Events (46) 3. Hosted 16 webinars for 2,761 registrants 4. Hosted 18th Annual Retirement Policy Conference and Visionary Circle Meeting 5. NIRS research has been cited in the media numerous times, including the Pensions and Investments, Plan Sponsor, Yahoo Finance, Investopedia and Moneywise. 851107 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 8 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 242476 0 7871 Alfred Campos Member 1.00 0.00 X 0 0 0 Kelly Fox Chair 1.00 0.00 X X 0 0 0 John Adler Member 1.00 0.00 X 0 0 0 Dana Bilyeu Member 1.00 0.00 X 0 0 0 Katie Comstock Member 1.00 0.00 X 0 0 0 Michael Hairston Vice Chair 1.00 0.00 X X 0 0 0 R Dean Kenderdine Member 1.00 0.00 X 0 0 0 Hank Kim Esq Member 1.00 0.00 X 0 0 0 Andrew Sherman Member 1.00 0.00 X 0 0 0 Angela Miller-May Secretary-Treasurer 1.00 0.00 X X 0 0 0 Jill Schurtz Member 1.00 0.00 X 0 0 0 Kevin Lindahl Member 1.00 0.00 X 0 0 0 242476 0 7871 1 false true false 1090 1090 Membership Dues 900099 1072350 1072350 Contract Research 900099 41038 41038 1113388 25870 25870 0 1140348 1113388 0 25870 X 242476 179432 36372 26672 254446 188290 38167 27989 52983 39207 7947 5829 12134 8979 1820 1335 36002 26642 5400 3960 55167 40824 8275 6068 124242 91939 18636 13667 7667 5674 1150 843 14481 10717 2172 1592 37458 27719 5619 4120 56334 41687 8450 6197 66030 48862 9905 7263 89958 89958 4184 3096 628 460 2960 2190 444 326 Contract Research 33110 33110 Meals and Entertainment 4154 3074 623 457 Dues and Subscriptions 3247 2403 487 357 Miscellaneous 7433 7304 75 54 1104466 851107 146170 107189 300185 492111 501132 498889 30000 11808 12647 88071 74374 17882 13697 187941 156383 1018948 1203727 29140 33487 304850 497785 184390 133570 518380 664842 X 500568 538885 500568 538885 1018948 1203727 35882 2435 0 X false true X true false X 685822 1030 1090 687942 685822 1030 1090 687942 622013 65929 687942 X 16027 16027 72044 58347 13697 13697 Right of Use Asset 124839 Accrued Pension Benefit 27002 Security Deposit 4542 156383 Lease Liabilities 133570 133570 X 1142783 2435 2435 1140348 1140348 1104466 1104466 1104466 Part X, Line 2-Text in footnote regarding FIN 48 (ASC 740) 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 the three previous tax years remain 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 242476 7871 250347 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: $120,594 Misc Expenses: $1,275 Payroll Fees: $2,373 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