INSURED RETIREMENT INSTITUTE INC: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
INSURED RETIREMENT INSTITUTE INC (EIN 06-1328907)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-12
IRS object ID
201503169349305945
Schema version
2014v5.0
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

FieldValueIRS element (for citing)
Return2015-11-12T18:55:34-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14250 N FAIRFAX DRIVE SUITE 1020AddressLine1Txt
CityARLINGTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22203ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061328907EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INSURED RETIREMENT INSTITUTE INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlINSUBusinessNameControlTxt
Phone2024693000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11100 VERMONT AVENUE NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCATHERINE J WEATHERFORDPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Phone2024693000PhoneNum
Signature2015-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID TRIMNERPreparerPersonNm
PTINP00444822PTIN
Phone5712279500PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerCATHERINE J WEATHERFORDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11100 VERMONT AVENUE NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$6,109,155GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.IRIONLINE.ORGWebsiteAddressTxt
Type Of Organization AssocYes (X)TypeOfOrganizationAssocInd
Formation1991FormationYr
Legal Domicile StateCTLegalDomicileStateCd
Activity Or MissionTO PROMOTE UNDERSTANDING OF AND ADVOCATE ON ISSUES AFFECTING INSURED RETIREMENT STRATEGIES.ActivityOrMissionDesc
Voting Members Governing Body29VotingMembersGoverningBodyCnt
Voting Members Independent28VotingMembersIndependentCnt
Total Employee23TotalEmployeeCnt
Total Volunteers28TotalVolunteersCnt
Total Gross UBI$55,750TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$9,799NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$5,284,218PYProgramServiceRevenueAmt
CY Program Service Revenue$6,104,118CYProgramServiceRevenueAmt
PY Investment Income$8,400PYInvestmentIncomeAmt
CY Investment Income$5,037CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$5,292,618PYTotalRevenueAmt
CY Total Revenue$6,109,155CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,019,843PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,135,427CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,730,258PYOtherExpensesAmt
CY Other Expenses$2,760,356CYOtherExpensesAmt
PY Total Expenses$5,750,101PYTotalExpensesAmt
CY Total Expenses$5,895,783CYTotalExpensesAmt
PY Revenues Less Expenses-$457,483PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$213,372CYRevenuesLessExpensesAmt
Total Assets BOY$4,411,015TotalAssetsBOYAmt
Total Assets EOY$4,803,562TotalAssetsEOYAmt
Total Liabilities BOY$2,972,166TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,151,341TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,438,849NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,652,221NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE 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 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 Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescCONFERENCESCONFERENCES 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

FieldValueIRS element (for citing)
DescMEMBER SERVICESMEMBERSHIP SERVICES PROVIDES EDUCATION AND INFORMATION TO ASSOCIATION MEMBERS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescPUBLICATIONSTHE 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.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
DescPREMIER ALLIANCE PROGRAM: THIS PROGRAM PROVIDES PARTICIPATING MEMBER ORGANIZATIONS WITH THE UNIQUE OPPORTUNITY TO BUILD AND MAINTAIN YEAR-ROUND RELATIONSHIPS WITH OTHER MEMBER ORGANIZATIONS AND KEY DECISION MAKERS IN THE RETIREMENT INCOME COMMUNITY.Desc
FieldValueIRS element (for citing)
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy TaxYes (1)SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document26IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee23EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members29GoverningBodyVotingMembersCnt
Independent Voting Member28IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2024693000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11100 VERMONT AVENUE NW 10TH FLAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
MALIZ BEAMS
DIRECTOR2.00Yes (X)$0$0$0
JOHN CARTER
IMMEDIATE PAST CHAIR2.00Yes (X)$0$0$0
GREG CICOTTE
DIRECTOR2.00Yes (X)$0$0$0
ROBERT DECHELLIS
DIRECTOR2.00Yes (X)$0$0$0
MICHAEL FALCON
DIRECTOR2.00Yes (X)$0$0$0
BRUCE FERRIS
VICE CHAIR2.00Yes (X)$0$0$0
LYNNE FORD
DIRECTOR2.00Yes (X)$0$0$0
ELIZABETH FORGET
DIRECTOR2.00Yes (X)$0$0$0
WILL FULLER
DIRECTOR2.00Yes (X)$0$0$0
BENJAMIN HUNEKE
DIRECTOR2.00Yes (X)$0$0$0
NICHOLAS LANE
DIRECTOR2.00Yes (X)$0$0$0
LARRY ROTH
DIRECTOR2.00Yes (X)$0$0$0
WILLIAM LOEHNING
DIRECTOR2.00Yes (X)$0$0$0
WILLIAM LOWE
DIRECTOR2.00Yes (X)$0$0$0
ROBERT MOORE
CHAIR2.00Yes (X)$0$0$0
PAULA NELSON
DIRECTOR2.00Yes (X)$0$0$0
JOHN PAPADOPULOS
TREASURER/SECRETARY2.00Yes (X)$0$0$0
THOMAS STREIFF
DIRECTOR2.00Yes (X)$0$0$0
DAVID TYRIE
DIRECTOR2.00Yes (X)$0$0$0
CATHERINE WEATHERFORD
PRESIDENT & CEO40.00Yes (X)$746,016$0$33,115Yes (X)
WILLIAM BENJAMIN
DIRECTOR2.00Yes (X)$0$0$0
MITCHELL CAPLAN
DIRECTOR2.00Yes (X)$0$0$0
DAVID CRUZ
DIRECTOR2.00Yes (X)$0$0$0
MICHAEL SALIBA
DIRECTOR2.00Yes (X)$0$0$0
CAROLINE O'CONNELL
DIRECTOR2.00Yes (X)$0$0$0
ERICA MCGINNIS
DIRECTOR2.00Yes (X)$0$0$0
DAVE PAULSEN
DIRECTOR2.00Yes (X)$0$0$0
MARC VOSEN
DIRECTOR2.00Yes (X)$0$0$0
GEORGE RIEDEL
DIRECTOR2.00Yes (X)$0$0$0
DREW LAWTON
DIRECTOR2.00Yes (X)$0$0$0
MICHAEL PERRY
DIRECTOR2.00Yes (X)$0$0$0
THOMAS SWANK
DIRECTOR2.00Yes (X)$0$0$0
EDWARD VAN DOLSEN
DIRECTOR2.00Yes (X)$0$0$0
J LEE COVINGTON
SENIOR VP & GENERAL COUNSE40.00$358,919$0$29,500Yes (X)
DANIELLE HOLLAND
VP COMMUNICATIONS, MKTG &40.00$190,482$0$19,500Yes (X)
CHRISTOPHER MCDANIEL
SENIOR VP , OPERATIONS & T40.00$199,136$0$39,000Yes (X)
JASON BERKOWITZ
VP REGULATROY AFFAIRS & CO40.00$185,632$0$23,300Yes (X)
BARBARA HUME
VP MEMBERSHIP40.00$163,080$0$19,000Yes (X)
ANDREW SIMONELLI
DIRECTOR, COMMUNICATIONS & MARKETING40.00$104,873$0$17,000Yes (X)
MICHALE LENN
VP FEDERAL AFFAIRS40.00$157,161$0$23,000Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,105,299TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$203,415TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K8IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LEADING AUTHORITIESBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line11990 M STREET NW 8TH FLOORAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd
FieldValueIRS element (for citing)
ServicesSPEAKER BUREAUServicesDesc
Compensation$134,567CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
MEMBERSHIP DUES611710$3,456,250$3,456,250
CONFERENCES611710$1,451,620$1,395,870$55,750
PREMIER ALLIANCE PROGR611710$811,250$811,250
INDUSTRY WIDE TRAINING611710$276,423$276,423
PREFERRED OPERATIONS P611710$94,645$94,645

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,930TotalRevenueColumnAmt
Related Or Exempt Func Income$13,930RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$6,104,118TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,037TotalRevenueColumnAmt
Exclusion$5,037ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,109,155TotalRevenueColumnAmt
Related Or Exempt Func Income$6,048,368RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$55,750UnrelatedBusinessRevenueAmt
Exclusion$5,037ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,377,532TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,449,313TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$39,151TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$118,063TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$151,368TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,962TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$110,018TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$77,460TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$341,410TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$31,081TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$178,415TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$25,119TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$372,344TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$148,444TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,062,688TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$142,109TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$19,878TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
MEMBERSHIP EXPENSE$96,167
BANK/CREDIT CARD FEES$68,652
PROFESSIONAL DEVELOPMEN$51,944
REPAIRS & MAINTENANCE$18,916

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$13,749TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,895,783TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$478,632BOYAmt
EOY$1,459,881EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,766,372BOYAmt
EOY$2,025,079EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$40,795BOYAmt
EOY$158,300EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$166,170BOYAmt
EOY$225,889EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,043,851LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$778,144LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$361,558BOYAmt
EOY$265,707EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$597,488BOYAmt
EOY$668,706EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,411,015BOYAmt
EOY$4,803,562EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$244,304BOYAmt
EOY$247,768EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$2,011,114BOYAmt
EOY$2,153,947EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$716,748BOYAmt
EOY$749,626EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,972,166BOYAmt
EOY$3,151,341EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,438,849BOYAmt
EOY$1,652,221EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,438,849BOYAmt
EOY$1,652,221EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,411,015BOYAmt
EOY$4,803,562EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$213,372ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Substantially All Dues Nonded0SubstantiallyAllDuesNondedInd
Only In House Lobbying0OnlyInHouseLobbyingInd
Agree Carryover Prior YearYes (1)AgreeCarryoverPriorYearInd
Dues Assessments$3,456,250DuesAssessmentsAmt
Non Deductible Lbbyng Pltcl CY$229,721NonDeductibleLbbyngPltclCYAmt
Non Ded Lbbyng Pltcl Cyov$381,390NonDedLbbyngPltclCyovAmt
Non Deductible Lbbyng Pltcl Tot$611,111NonDeductibleLbbyngPltclTotAmt
Aggregate Reported Dues Ntc$510,713AggregateReportedDuesNtcAmt
Carried Over$100,398CarriedOverAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$846,206OtherCostOrOtherBasisAmt
Depreciation$605,496DepreciationAmt
Book Value$240,710BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$197,645OtherCostOrOtherBasisAmt
Depreciation$172,648DepreciationAmt
Book Value$24,997BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$265,707TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
DEFERRED COMPENSATION$621,826
LETTER OF CREDIT$46,880
FieldValueIRS element (for citing)
Total Book Value Other Assets$668,706TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DEFERRED COMPENSATION$621,826
CAPITAL LEASE$127,800
FieldValueIRS element (for citing)
Total Liability$749,626TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationINSURED 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. INSURED RETIREMENT INSTITUTE, INC'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. INSURED RETIREMENT INSTITUTE, INC. IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
CATHERINE WEATHERFORD
PRESIDENT & CEO$546,016$0$200,000$0$0$0$11,115$0$22,000$0$779,131$0$0$0
J LEE COVINGTON
SENIOR VP & GENERAL COUNSE$311,642$0$47,277$0$0$0$10,500$0$19,000$0$388,419$0$0$0
DANIELLE HOLLAND
VP COMMUNICATIONS, MKTG &$176,190$0$14,292$0$0$0$2,000$0$17,500$0$209,982$0$0$0
CHRISTOPHER MCDANIEL
SENIOR VP , OPERATIONS & T$183,843$0$15,293$0$0$0$7,000$0$32,000$0$238,136$0$0$0
JASON BERKOWITZ
VP REGULATROY AFFAIRS & CO$168,547$0$17,085$0$0$0$5,800$0$17,500$0$208,932$0$0$0
BARBARA HUME
VP MEMBERSHIP$151,080$0$12,000$0$0$0$5,500$0$13,500$0$182,080$0$0$0
MICHALE LENN
VP FEDERAL AFFAIRS$149,661$0$7,500$0$0$0$5,500$0$17,500$0$180,161$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1THERE 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 6INSURED 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 7AEACH MEMBER SHALL BE ENTITLED TO ONE VOTE FOR THE ELECTION OF DIRECTORS OF THE CORPORATION.
FORM 990, PART VI, SECTION B, LINE 11CLIFTONLARSONALLEN 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/CEO WILL REVIEW AND SIGN THE 990. A COPY OF THE 990 (SIGNED) 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 12CTHE ORGANIZATION'S SENIOR VICE PRESIDENT AND GENERAL COUNSEL REQUESTS THAT EACH BOARD MEMBER REVALIDATE THEIR STATEMENT ABOUT POTENTIAL CONFLICTS. THE 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 15A 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.
FORM 990, PART VI, SECTION C, LINE 19THE 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

FieldValueIRS element (for citing)
Business Name Line1INSURED RETIREMENT INSTITUTE POLITICAL ACTION COMMITTEEBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11100 VERMONT AVENUE NW 10TH FLAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd
FieldValueIRS element (for citing)
EIN273719919EIN
Primary ActivitiesPOLITICAL ACTION COMMITTEEPrimaryActivitiesTxt
Legal Domicile StateDCLegalDomicileStateCd
Exempt Code Section527ExemptCodeSectionTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1INSURED RETIREMENT INSTITUTE INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.