INSURED RETIREMENT INSTITUTE INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- INSURED RETIREMENT INSTITUTE INC (EIN 06-1328907)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-22
- IRS object ID
- 201812959349300601
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-22T07:05:30-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 N GLEBE ROAD SUITE 200 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061328907 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSURED RETIREMENT INSTITUTE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INSU | BusinessNameControlTxt |
| Phone | 2024693000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 VERMONT AVENUE NW 10TH FL | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CATHERINE J WEATHERFORD | PersonNm |
| Person Title | PRESIDENT & CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 2024693000 | PhoneNum |
| Signature | 2018-10-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | IVY BECKHAM | PreparerPersonNm |
| PTIN | P01316131 | PTIN |
| Phone | 5712279500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-19 | IPDt |
| IP Tm | 12:33:24 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3F26782FE4A8D097B8E6D44DA42E2066FBD559CC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 88FC096EEAA4AA34D2309BD4BFC487DBE06F0B48 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CATHERINE J WEATHERFORD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 VERMONT AVENUE NW 10TH FL | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,808,853 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.IRIONLINE.ORG | WebsiteAddressTxt |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE UNDERSTANDING OF AND ADVOCATE ON ISSUES AFFECTING INSURED RETIREMENT STRATEGIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 41 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 40 | VotingMembersIndependentCnt |
| Total Employee | 31 | TotalEmployeeCnt |
| Total Volunteers | 51 | TotalVolunteersCnt |
| Total Gross UBI | $55,500 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,931,551 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,805,527 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,877 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,326 | CYInvestmentIncomeAmt |
| PY Other Revenue | $228,215 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $7,167,643 | PYTotalRevenueAmt |
| CY Total Revenue | $6,808,853 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,754,139 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,603,622 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,503,557 | PYOtherExpensesAmt |
| CY Other Expenses | $3,301,698 | CYOtherExpensesAmt |
| PY Total Expenses | $7,257,696 | PYTotalExpensesAmt |
| CY Total Expenses | $6,905,320 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$90,053 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$96,467 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,616,006 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,200,807 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,291,659 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,972,927 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,324,347 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,227,880 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE INSURED RETIREMENT INSTITUTE IS TO: 1. ENCOURAGE INDUSTRY ADHERENCE TO THE HIGHEST ETHICAL PRINCIPLES.2. PROMOTE BETTER UNDERSTANDING OF THE INSURED RETIREMENT VALUE (CONTINUED ON SCHEDULE O)PROPOSITION.3. DEVELOP AND PROMOTE BEST PRACTICE STANDARDS TO IMPROVE VALUE DELIVERY. 4. ADVOCATE BEFORE PUBLIC POLICY MAKERS ON CRITICAL ISSUES AFFECTING INSURED RETIREMENT STRATEGIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | CONFERENCES:CONFERENCES BRING TOGETHER MEMBERS AND OTHERS INTERESTED IN ANNUITY AND VARIABLE LIFE PRODUCTS TO EDUCATE THEM ON CURRENT ISSUES, PRODUCT FEATURES AND BENEFITS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBER SERVICES:MEMBERSHIP SERVICES PROVIDES EDUCATION AND INFORMATION TO ASSOCIATION MEMBERS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESEARCH: IRI PRODUCED SEVERAL RESEARCH PIECES AND FINRA-REVIEWED, CLIENT APPROVED RESOURCES IN 2017. IRI ALSO LAUNCHED A NEW INITIATIVE TO PARTNER WITH PLATINUM AND GOLD LEVEL PREMIER ALLIANCE PARTNERS TO PRODUCE ORIGINAL RESEARCH IN SUPPORT OF IRI'S MISSION TO RAISE AWARENESS OF THE IMPORTANCE OF RETIREMENT PLANNING, GUARANTEED LIFETIME INCOME, AND THE VALUE OF FINANCIAL ADVICE, AND MOVE ADVISORS AND CONSUMERS TO ACTION. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| DescDesc |
|---|
| ADVOCACY: IRI ADVOCATED FOR COMMON SENSE, BIPARTISAN POLICIES TO HELP AMERICANS ACHIEVE THEIR RETIREMENT GOALS, AS OUTLINED IN ITS RETIREMENT SECURITY BLUEPRINT. THESE POLICIES INCLUDED THE FOLLOWING: EXPANDING ACCESS TO WORKPLACE RETIREMENT PLANS; PRESERVING THE CURRENT TAX TREATMENT FOR RETIREMENT SAVINGS; EXPANDING AUTOMATIC SAVINGS FEATURES FOR RETIREMENT SAVINGS; INCREASING ACCESS TO RETIREMENT LIFETIME INCOME THAT CANNOT BE OUTLIVED; PROTECTING ACCESS TO PROFESSIONAL FINANCIAL ADVICE TO ASSIST AMERICANS IN SAVING MORE AND PREPARING FOR RETIREMENT; AND IMPROVING ACCESS TO EDUCATION AND INFORMATION ALLOWING AMERICAN SAVERS TO MAKE EFFECTIVE AND INFORMED DECISIONS REGARDING THEIR FINANCES. |
| PUBLICATIONS:THE ASSOCIATION PUBLISHES AND MAKES AVAILABLE TO MEMBERS A NUMBER OF BROCHURES AND BOOKLETS FOR USE IN INFORMING AND EDUCATING CONSUMERS ABOUT ANNUITY AND VARIABLE LIFE PRODUCTS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | Yes (1) | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 20 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 31 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 41 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 40 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CATHERINE J WEATHERFORD | PersonNm |
| Phone | 2024693000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 VERMONT AVENUE NW 10TH FL | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (49 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ROBERT DECHELLIS | ||||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BILL MORRISSEY | ||||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BENJAMIN HUNEKE | ||||||||
| TREASURER/SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ROBERT MOORE | ||||||||
| IMMEDIATE PAST CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BOB VORLOP | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROLINE O'CONNELL | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROLYN JOHNSON | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVE PAULSEN | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DYLAN HUANG | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE RIEDEL | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| GREG CICOTTE | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JERRY PATTERSON | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN KENNEDY | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH FOURNIER | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARC VOSEN | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PAULA NELSON | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER CIESZKO | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| TERRI FIELDER | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| TODD SOLASH | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| WAYNE CHOPUS | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM LOWE | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRIS ADAM | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DAN GUILBERT | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIN DONNELLY | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOE DESILVA | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN KENNEDY | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KIRSTIN HILL | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL FERRARO | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL P MCCARTHY | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MYLES LAMBERT | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PHILIP PELLEGRINO | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT L JAMEISON | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT STOLZ | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN LANGLOIS | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| TINA AMBROZY | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM BENJAMIN | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFF MILLER | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JIM KWOK | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KIERAN MULLINS | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT COUTO | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CATHERINE J WEATHERFORD | ||||||||
| PRESIDENT & CHIEF EXECUTIVE OFFICER | 40.00 | Yes (X) | Yes (X) | $800,000 | $0 | $31,400 | ||
| J LEE COVINGTON | ||||||||
| SENIOR VP & GENERAL COUNSEL | 40.00 | $382,632 | $0 | $31,000 | Yes (X) | |||
| AMY MIGNOGNA | ||||||||
| CHIEF OPERATING OFFICER | 40.00 | $163,240 | $0 | $17,800 | Yes (X) | |||
| JASON BERKOWITZ | ||||||||
| VP & COUNSEL, REGULATORY AFFAIRS | 40.00 | $219,360 | $0 | $26,200 | Yes (X) | |||
| BARBARA HUME | ||||||||
| VP, MEMBERSHIP | 40.00 | $158,363 | $0 | $20,300 | Yes (X) | |||
| FRANCIS O'CONNOR | ||||||||
| VP, RESEARCH & OUTREACH | 40.00 | $159,851 | $0 | $22,200 | Yes (X) | |||
| PAUL RICHMAN | ||||||||
| VP, REGULATORY AFFAIRS & COMPLIANCE | 40.00 | $183,801 | $0 | $20,900 | Yes (X) | |||
| CHERETTA CLERKLEY | ||||||||
| VP, EXTERNAL ENGAGEMENT & COMMUNICATIONS | 40.00 | $149,050 | $0 | $16,800 | Yes (X) | |||
| CHELSEA CRUCITTI | ||||||||
| VP, STATE AFFAIRS | 40.00 | $125,950 | $0 | $17,200 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,342,247 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $203,800 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LEADING AUTHORITIES INC | |||||
| 1990 M STREET NW | WASHINGTON | DC | 20036 | SPEAKER SERVICES | $451,000 |
| SUSTENA GROUP LLC | |||||
| 230 W 79TH STREET | NEW YORK | NY | 10024 | RE-BRANDING | $127,849 |
| GIBSON DUNN & CRUTCHER | |||||
| PO BOX 840723 | LOS ANGELES | CA | 90084 | LEGAL SERVICES | $123,013 |
| MINDSHIFT | |||||
| PO BOX 200105 | PITTSBURGH | PA | 15251 | IT SERVICES | $112,556 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MEMBERSHIP DUES | 611710 | $3,697,691 | $3,697,691 | |
| CONFERENCES | 611710 | $1,620,363 | $1,564,863 | $55,500 |
| PREMIER ALLIANCE PROGR | 611710 | $1,042,500 | $1,042,500 | |
| INDUSTRY WIDE TRAINING | 611710 | $406,941 | $406,941 | |
| PUBLICATIONS | 611710 | $38,032 | $38,032 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,805,527 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,326 | TotalRevenueColumnAmt |
| Exclusion | $3,326 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,808,853 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,750,027 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $55,500 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,326 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,671,632 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,665,971 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,119 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,959 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,941 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,502 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,353 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322,736 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $534,905 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,120 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $308,591 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $312,953 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,584 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,110,837 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,576 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,969 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| PROFESSIONAL DEVELOPMEN | $52,954 |
| MEMBERSHIP EXPENSE | $36,400 |
| PROPERTY TAX/LICENCES | $3,218 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,905,320 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,929,823 | BOYAmt |
| EOY | $3,232,251 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,105,273 | BOYAmt |
| EOY | $827,670 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $417,020 | BOYAmt |
| EOY | $487,979 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,375 | BOYAmt |
| EOY | $221,762 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,171,315 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $626,849 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $277,423 | BOYAmt |
| EOY | $544,466 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $735,092 | BOYAmt |
| EOY | $886,679 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,616,006 | BOYAmt |
| EOY | $6,200,807 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,188 | BOYAmt |
| EOY | $419,193 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,106,680 | BOYAmt |
| EOY | $3,099,420 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $994,791 | BOYAmt |
| EOY | $1,454,314 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,291,659 | BOYAmt |
| EOY | $4,972,927 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,324,347 | BOYAmt |
| EOY | $1,227,880 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,324,347 | BOYAmt |
| EOY | $1,227,880 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,616,006 | BOYAmt |
| EOY | $6,200,807 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$96,467 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
Section527 Political Org Section527PoliticalOrgGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSURED RETIREMENT INSTITUTE POLITICAL ACTION COMMITTEE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 VERMONT AVENUE NW 10TH FLOOR | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273719919 | EIN |
| Paid Internal Funds | $0 | PaidInternalFundsAmt |
| Contributions Rcvd Dlvr | $110,733 | ContributionsRcvdDlvrAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | Yes (1) | AgreeCarryoverPriorYearInd |
| Dues Assessments | $3,643,691 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $394,732 | NonDeductibleLbbyngPltclCYAmt |
| Non Ded Lbbyng Pltcl Cyov | -$24,669 | NonDedLbbyngPltclCyovAmt |
| Non Deductible Lbbyng Pltcl Tot | $370,063 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $546,554 | AggregateReportedDuesNtcAmt |
| Taxable | -$176,491 | TaxableAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $465,565 | OtherCostOrOtherBasisAmt |
| Depreciation | $119,539 | DepreciationAmt |
| Book Value | $346,026 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $426,387 | OtherCostOrOtherBasisAmt |
| Depreciation | $305,493 | DepreciationAmt |
| Book Value | $120,894 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $279,363 | OtherCostOrOtherBasisAmt |
| Depreciation | $201,817 | DepreciationAmt |
| Book Value | $77,546 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $544,466 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED COMPENSATION | Desc |
| Book Value | $886,679 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $886,679 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION | $886,679 |
| DEFERRED RENT | $495,541 |
| CAPITAL LEASE | $72,094 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,454,314 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | INSURED RETIREMENT INSTITUTE, INC. HAS ADOPTED THE INCOME TAX STANDARD FOR UNCERTAIN INCOME TAX POSITIONS. INSURED RETIREMENT INSTITUTE, INC. HAS EVALUATED ITS TAX POSITIONS AND DETERMINED THAT THEY ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CATHERINE J WEATHERFORD | ||||||||||||||
| PRESIDENT & CHIEF EXECUTIVE OFFICER | $550,000 | $0 | $250,000 | $0 | $0 | $0 | $8,400 | $0 | $23,000 | $0 | $831,400 | $0 | $0 | $0 |
| J LEE COVINGTON | ||||||||||||||
| SENIOR VP & GENERAL COUNSEL | $342,632 | $0 | $40,000 | $0 | $0 | $0 | $11,200 | $0 | $19,800 | $0 | $413,632 | $0 | $0 | $0 |
| AMY MIGNOGNA | ||||||||||||||
| CHIEF OPERATING OFFICER | $154,000 | $0 | $9,240 | $0 | $0 | $0 | $3,800 | $0 | $14,000 | $0 | $181,040 | $0 | $0 | $0 |
| JASON BERKOWITZ | ||||||||||||||
| VP & COUNSEL, REGULATORY AFFAIRS | $205,010 | $0 | $14,350 | $0 | $0 | $0 | $8,200 | $0 | $18,000 | $0 | $245,560 | $0 | $0 | $0 |
| BARBARA HUME | ||||||||||||||
| VP, MEMBERSHIP | $158,363 | $0 | $0 | $0 | $0 | $0 | $6,300 | $0 | $14,000 | $0 | $178,663 | $0 | $0 | $0 |
| FRANCIS O'CONNOR | ||||||||||||||
| VP, RESEARCH & OUTREACH | $152,239 | $0 | $7,612 | $0 | $0 | $0 | $4,200 | $0 | $18,000 | $0 | $182,051 | $0 | $0 | $0 |
| PAUL RICHMAN | ||||||||||||||
| VP, REGULATORY AFFAIRS & COMPLIANCE | $175,101 | $0 | $8,700 | $0 | $0 | $0 | $6,900 | $0 | $14,000 | $0 | $204,701 | $0 | $0 | $0 |
| CHERETTA CLERKLEY | ||||||||||||||
| VP, EXTERNAL ENGAGEMENT & COMMUNICAT | $139,050 | $0 | $10,000 | $0 | $0 | $0 | $5,800 | $0 | $11,000 | $0 | $165,850 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THERE SHALL BE AN EXECUTIVE COMMITTEE COMPOSED OF THE CHAIRMAN, IMMEDIATE PAST CHAIRMAN, PRESIDENT, VICE CHAIRMAN, TREASURER, SECRETARY AND SUCH OTHER DIRECTORS AS SHALL BE DETERMINED BY THE CHAIRMAN AND/OR THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL CONDUCT THE AFFAIRS OF THE ASSOCIATION IN ACCORDANCE WITH ITS CERTIFICATE OF INCORPORATION AND BY-LAWS AND THE POLICIES AND INSTRUCTIONS OF THE BOARD OF DIRECTORS. IT SHALL BE RESPONSIBLE FOR THE MANAGEMENT OF THE ASSOCIATION BETWEEN MEETINGS OF THE BOARD OF DIRECTORS. THE COMMITTEE SHALL BE RESPONSIBLE FOR DEVELOPING AN ANNUAL BUDGET FOR FINANCING OF THE ASSOCIATION FOR THE COMING CALENDAR YEAR AND RECOMMENDING SAID BUDGET TO THE BOARD OF DIRECTORS. THE COMMITTEE SHALL MEET UPON THE CALL OF ANY OF ITS MEMBERS, STATING THE TIME AND PLACE OF THE MEETING. |
| FORM 990, PART VI, SECTION A, LINE 6 | INSURED RETIREMENT INSTITUTE, INC. (IRI) HAS ONLY ONE CLASS OF MEMBERS. ANY PERSON OR ENTITY THAT HAS AN INTEREST IN INSURED RETIREMENT STRATEGIES MAY BE ELIGIBLE TO BECOME A MEMBER OF THE CORPORATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | EACH MEMBER SHALL BE ENTITLED TO ONE VOTE FOR THE ELECTION OF DIRECTORS OF THE CORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | CLIFTONLARSONALLEN WILL PROVIDE THE COMPLETED 990 TO IRI. THE DIRECTOR OF FINANCE WILL REVIEW THE 990 AND MAKE SURE IT BALANCES BACK TO THE FINANCIAL STATEMENTS. THEN THE PRESIDENT/CHIEF EXECUTIVE OFFICER WILL REVIEW AND SIGN THE 990. A COPY OF THE 990 WILL BE PRESENTED TO THE BOARD OF DIRECTORS. IF THERE IS SUFFICIENT TIME BEFORE THE FILING DUE DATE, THE BOARD WILL REVIEW, DISCUSS, AND APPROVE THE 990 BEFORE IT IS MAILED TO THE IRS. OTHERWISE, THE BOARD WILL REVIEW, DISCUSS AND APPROVE OR RECOMMEND AN AMENDMENT OF THE 990 AFTER IT HAS BEEN MAILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION'S SENIOR VICE PRESIDENT AND GENERAL COUNSEL REQUESTS THAT EACH BOARD MEMBER REVALIDATE THEIR STATEMENT ABOUT POTENTIAL CONFLICTS. THE SENIOR VICE PRESIDENT AND GENERAL COUNSEL VERIFIES THAT THERE ARE NO CONFLICTS. IF ANY POTENTIAL CONFLICTS ARISE, THE CHAIRMAN OF THE BOARD DICTATES THE RESOLUTION TO THE POTENTIAL CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE REVIEWS THE PRESIDENT/CHIEF EXECUTIVE OFFICER (CEO)'S PERFORMANCE ANNUALLY AND DETERMINES THE OFFICER'S SALARY INCREASE OR BONUS. THE PRESIDENT/CEO DETERMINES COMPENSATION ADJUSTMENTS FOR ALL OTHER STAFF. A CONSULTANT WAS ENGAGED TO WRITE JOB DESCRIPTIONS WITH COMPENSATION LEVELS FOR ALL POSITIONS. THIS WAS LAST DONE IN JANUARY 2009, AND SALARIES HAVE BEEN MODESTLY INCREASED FOR INFLATION AND MERIT SINCE THEN. IRI IS PLANNING TO PERFORM PROCESS FOR DETERMINING COMPENSATION AGAIN IN 2019. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSURED RETIREMENT INSTITUTE POLITICAL ACTION COMMITTEE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 VERMONT AVENUE NW 10TH FL | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273719919 | EIN |
| Primary Activities | POLITICAL ACTION COMMITTEE | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Exempt Code Section | 527 | ExemptCodeSectionTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSURED RETIREMENT INSTITUTE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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