PENSION RIGHTS CENTER: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- PENSION RIGHTS CENTER (EIN 52-1059121)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-09-18
- IRS object ID
- 201422619349300317
- Schema version
- 2013v3.1
- 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 | 2014-09-18T09:11:41-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kronzek Fisher & Lopez PLLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 607 2nd Street NE | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 200024909 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521059121 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pension Rights Center | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PENS | BusinessNameControlTxt |
| Phone | 2022963776 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 Connecticut Ave NW | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN W FERGUSON | PersonNm |
| Person Title | DIRECTOR/PRESIDENT | PersonTitleTxt |
| Phone | 2022963776 | PhoneNum |
| Signature | 2014-07-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARITH L FISHER | PreparerPersonNm |
| Phone | 2025472727 | PhoneNum |
| Preparation | 2014-09-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | NANCY J ALTMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 Connecticut Ave NW 206 | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $828,130 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.pensionrights.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1976 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | The Pension Rights Center's mission is to protect and promote the retirement security of American workers, retirees, and their families. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 11 | TotalEmployeeCnt |
| Total Volunteers | 3 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,079,555 | PYContributionsGrantsAmt |
| CY Contributions Grants | $822,558 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,506 | PYInvestmentIncomeAmt |
| CY Investment Income | $572 | CYInvestmentIncomeAmt |
| CY Other Revenue | $5,000 | CYOtherRevenueAmt |
| PY Total Revenue | $2,081,061 | PYTotalRevenueAmt |
| CY Total Revenue | $828,130 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $792,857 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $830,740 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $127,559 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $576,851 | PYOtherExpensesAmt |
| CY Other Expenses | $713,147 | CYOtherExpensesAmt |
| PY Total Expenses | $1,369,708 | PYTotalExpensesAmt |
| CY Total Expenses | $1,543,887 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $711,353 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$715,757 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,946,995 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,212,043 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $156,206 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $137,011 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,790,789 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,075,032 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The Pension Rights Center's mission is to protect | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $801,796 | ExpenseAmt |
| Desc | PENSION ASSISTANCE: PROVIDED TECHNICAL SUPPORT AND LEGAL TRAINING TO REGIONAL PENSION COUNSELING PROJECTS AROUND THE COUNTRY. ALSO PROVIDED INFORMATION AND REFERRALS TO INDIVIDUALS WITH RETIREMENT PLAN QUESTIONS AND PROBLEMS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $384,025 | ExpenseAmt |
| Desc | PUBLIC POLICY: WORKED WITH EMPLOYEE, RETIREE, AND WOMEN'S ORGANIZATIONS TO DEVELOP IMPROVED RETIREMENT INCOME POLICIES. SUBMITTED COMMENTS AND TESTIMONY ON PROPOSED GOVERNMENT REGULATIONS AND LEGISLATION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $72,303 | ExpenseAmt |
| Desc | PUBLIC EDUCATION ACTIVITIES: EDUCATED THE PUBLIC ABOUT RETIREMENT INCOME ISSUES THROUGH THE MEDIA, E-NEWSLETTERS, AND THE CENTER'S WEBSITE. PUBLISHED AND DISSEMINATED PLAIN LANGUAGE FACT SHEETS ON A WIDE RANGE OF TOPICS RELATED TO PENSIONS AND RETIREMENT SAVINGS PLANS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $46,837 | ExpenseAmt |
| Desc | Organizational Capacity: Strengthened the Center's institutional capacity in order to expand its institutional capacity in order to expand its | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $46,837 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $1,304,961 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 18 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 11 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANGELA WILBURN | PersonNm |
| Phone | 2022963776 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 Connecticut Ave NW 206 | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| NANCY J ALTMAN | ||||||
| Chair | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DANIEL I HALPERIN | ||||||
| Vice-Chair | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARION H MUDD | ||||||
| Treasurer | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| REGINA T JEFFERSON | ||||||
| Secretary | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN H BIGGS | ||||||
| At-Large | 0.50 | Yes (X) | $0 | $0 | $0 | |
| OLENA BERG | ||||||
| At-Large | 0.50 | Yes (X) | $0 | $0 | $0 | |
| IAN D LANOFF | ||||||
| At-large | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ALICIA H MUNNELL | ||||||
| At-large | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KATHLEEN KENNEDY TOWNSEND | ||||||
| At-large | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DEBRA B WHITMAN | ||||||
| At-large | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KAREN W FERGUSON | ||||||
| Director/President | 40.00 | Yes (X) | $102,000 | $0 | $10,200 | |
| KAREN D FRIEDMAN | ||||||
| Executive Vice President | 40.00 | Yes (X) | $100,000 | $0 | $17,123 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $202,000 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $27,323 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $566,645 | GovernmentGrantsAmt |
| All Other Contributions | $255,913 | AllOtherContributionsAmt |
| Total Contributions | $822,558 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $572 | TotalRevenueColumnAmt |
| Exclusion | $572 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous revenue | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $5,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $828,130 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,000 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $572 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,156 | TotalAmt |
| Program Services | $210,217 | ProgramServicesAmt |
| Management And General | $14,822 | ManagementAndGeneralAmt |
| Fundraising | $8,117 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $444,516 | TotalAmt |
| Program Services | $337,624 | ProgramServicesAmt |
| Management And General | $40,896 | ManagementAndGeneralAmt |
| Fundraising | $65,996 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,137 | TotalAmt |
| Program Services | $34,849 | ProgramServicesAmt |
| Management And General | $3,993 | ManagementAndGeneralAmt |
| Fundraising | $7,295 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,797 | TotalAmt |
| Program Services | $42,477 | ProgramServicesAmt |
| Management And General | $5,061 | ManagementAndGeneralAmt |
| Fundraising | $6,259 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,134 | TotalAmt |
| Program Services | $42,655 | ProgramServicesAmt |
| Management And General | $4,482 | ManagementAndGeneralAmt |
| Fundraising | $5,997 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,782 | TotalAmt |
| Program Services | $14,435 | ProgramServicesAmt |
| Management And General | $11,258 | ManagementAndGeneralAmt |
| Fundraising | $2,089 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $389,153 | TotalAmt |
| Program Services | $370,573 | ProgramServicesAmt |
| Management And General | $12,546 | ManagementAndGeneralAmt |
| Fundraising | $6,034 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,725 | TotalAmt |
| Program Services | $31,725 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,817 | TotalAmt |
| Program Services | $21,492 | ProgramServicesAmt |
| Management And General | $1,729 | ManagementAndGeneralAmt |
| Fundraising | $2,596 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,721 | TotalAmt |
| Program Services | $136,866 | ProgramServicesAmt |
| Management And General | $14,732 | ManagementAndGeneralAmt |
| Fundraising | $19,123 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,491 | TotalAmt |
| Program Services | $20,451 | ProgramServicesAmt |
| Management And General | $13 | ManagementAndGeneralAmt |
| Fundraising | $27 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,109 | TotalAmt |
| Program Services | $9,557 | ProgramServicesAmt |
| Management And General | $285 | ManagementAndGeneralAmt |
| Fundraising | $267 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,064 | TotalAmt |
| Program Services | $2,441 | ProgramServicesAmt |
| Management And General | $256 | ManagementAndGeneralAmt |
| Fundraising | $367 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,365 | TotalAmt |
| Program Services | $5,071 | ProgramServicesAmt |
| Management And General | $532 | ManagementAndGeneralAmt |
| Fundraising | $762 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Books, subscrip, membrshps | $25,821 | $23,125 | $277 | $2,419 |
| Miscellaneous | $2,099 | $1,403 | $485 | $211 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,543,887 | TotalAmt |
| Program Services | $1,304,961 | ProgramServicesAmt |
| Management And General | $111,367 | ManagementAndGeneralAmt |
| Fundraising | $127,559 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $767,796 | BOYAmt |
| EOY | $537,306 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,125,687 | BOYAmt |
| EOY | $620,734 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,935 | BOYAmt |
| EOY | $11,517 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,488 | BOYAmt |
| EOY | $27,462 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $90,025 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $85,476 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,614 | BOYAmt |
| EOY | $4,549 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,475 | BOYAmt |
| EOY | $10,475 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,946,995 | BOYAmt |
| EOY | $1,212,043 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,206 | BOYAmt |
| EOY | $137,011 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,206 | BOYAmt |
| EOY | $137,011 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $365,346 | BOYAmt |
| EOY | $231,692 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,394,343 | BOYAmt |
| EOY | $812,240 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,100 | BOYAmt |
| EOY | $31,100 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,790,789 | BOYAmt |
| EOY | $1,075,032 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,946,995 | BOYAmt |
| EOY | $1,212,043 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$715,757 | ReconcilationRevenueExpnssAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $656,128 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $368,264 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $484,877 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,079,555 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $822,558 | CurrentTaxYearAmt |
| Total | $4,411,382 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $656,128 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $368,264 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $484,877 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,079,555 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $822,558 | CurrentTaxYearAmt |
| Total | $4,411,382 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,534,104 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,877,278 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,845 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,045 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,253 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,506 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $572 | CurrentTaxYearAmt |
| Total | $20,221 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,431,603 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,000 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.64930 | PublicSupportCY170Pct |
| Public Support PY170 | 0.64280 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Public Support Total509 | $0 | PublicSupportTotal509Amt |
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $50 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $12,347 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $12,397 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,531,490 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,543,887 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $227,194 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $56,799 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $246,066 | CurrentYearMinus3Amt |
| Current Year Minus2 | $233,159 | CurrentYearMinus2Amt |
| Current Year Minus1 | $211,971 | CurrentYearMinus1Amt |
| Current Year | $227,194 | CurrentYearAmt |
| Total | $918,390 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,377,585 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $30,241 | CurrentYearMinus3Amt |
| Current Year Minus2 | $7,739 | CurrentYearMinus2Amt |
| Current Year Minus1 | $9,274 | CurrentYearMinus1Amt |
| Current Year | $12,397 | CurrentYearAmt |
| Total | $59,651 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $61,517 | CurrentYearMinus3Amt |
| Current Year Minus2 | $58,290 | CurrentYearMinus2Amt |
| Current Year Minus1 | $52,993 | CurrentYearMinus1Amt |
| Current Year | $56,799 | CurrentYearAmt |
| Total | $229,599 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $344,399 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,028 | CurrentYearMinus3Amt |
| Current Year Minus1 | $397 | CurrentYearMinus1Amt |
| Current Year | $50 | CurrentYearAmt |
| Total | $1,475 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,100 | BeginningYearBalanceAmt |
| End Year Balance | $31,100 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,100 | BeginningYearBalanceAmt |
| End Year Balance | $31,100 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,100 | BeginningYearBalanceAmt |
| End Year Balance | $31,100 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,100 | BeginningYearBalanceAmt |
| End Year Balance | $31,100 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,100 | BeginningYearBalanceAmt |
| End Year Balance | $31,100 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,135 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,051 | DepreciationAmt |
| Book Value | $84 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $73,890 | OtherCostOrOtherBasisAmt |
| Depreciation | $69,425 | DepreciationAmt |
| Book Value | $4,465 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,549 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $893,054 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $64,924 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $64,924 | RevenueNotReportedAmt |
| Revenue Subtotal | $828,130 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $828,130 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,608,811 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $64,924 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $64,924 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,543,887 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,543,887 | TotalExpensesPerForm990Amt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (44 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 11b | The Form 990 is reviewed and approved by the Pension |
| Pt VI, Line 11b | Rights Center's finance & audit committees and an electronic |
| Pt VI, Line 11b | copy of the final Form 990 is sent to the full Board prior |
| Pt VI, Line 11b | to filing it with the IRS. |
| Pt VI, Line 12c | The Pension Rights Center's Board members & staff sign an Annual |
| Pt VI, Line 12c | Compliance Statement that states that they: have received |
| Pt VI, Line 12c | a copy of the Pension Rights Center's Conflicts of |
| Pt VI, Line 12c | Interest Policy, read and understand, agree to comply with |
| Pt VI, Line 12c | the policy, and understand that the Pension Rights Center |
| Pt VI, Line 12c | is a charitable and educational organization and in |
| Pt VI, Line 12c | order to maintain its federal tax exemption it must |
| Pt VI, Line 12c | engage primarily in activities which accomplish one or |
| Pt VI, Line 12c | more of its tax exempt purposes. In addition, the policy |
| Pt VI, Line 12c | is reviewed at the Board's January meeting and is amended |
| Pt VI, Line 12c | by Board vote, as needed. |
| Pt VI, Line 15a | The Board Finance Committee meets annually, prior to its |
| Pt VI, Line 15a | January Board meeting to review all staff salaries for |
| Pt VI, Line 15a | the upcoming year. It makes salary recommendations, that based |
| Pt VI, Line 15a | on salaries for comparable organizations, are presented for |
| Pt VI, Line 15a | full Board approval at the January Board meeting. In 2013, |
| Pt VI, Line 15a | the Finance Committee met in January, finalizing |
| Pt VI, Line 15a | recommendations that it made to the full Board at the meeting |
| Pt VI, Line 15a | that was held in January. The Board approved the |
| Pt VI, Line 15a | recommended salaries by a voice vote, without any opposition. |
| Pt VI, Line 15b | The Board Finance Committee meets annually, prior to its |
| Pt VI, Line 15b | January Board meeting to review all staff salaries for |
| Form 990EZ, Part II, Line 24 | ACCOUNTS RECEIVABLE - NET GRANTS RECEIVABLE - NET PREPAIDS |
| Form 990EZ, Part II, Line 26 | ACCOUNTS PAYABLE & ACCRUED EXPENSES |
| Form 990, Part III, Line 4d | ORGANIZATIONAL CAPACITY: STRENGTHENED THE CENTER'S 46837. 0. 0. |
| Pt VI, Line 15b | the upcoming year. It makes salary recommendations, that based |
| Pt VI, Line 15b | on salaries for comparable organizations, are presented for |
| Pt VI, Line 15b | full Board approval at the January Board meeting. In 2013, |
| Pt VI, Line 15b | the Finance Committee met in January, finalizing |
| Pt VI, Line 15b | recommendations that it made to the full Board at the meeting |
| Pt VI, Line 15b | that was held in January. The Board approved the |
| Pt VI, Line 15b | recommended salaries by a voice vote, without any opposition. |
| Pt VI, Line 19 | Documents listed on lines 18 & 19 are available upon request |
| Pt VI, Line 19 | during normal business hours. |
| Pt XII, Line 2c | The Pension Rights Center has an Audit Committee that |
| Pt XII, Line 2c | oversees the annual audit and the selection of an |
| Pt XII, Line 2c | independent audit firm that conducts the annual audit. |
| Pt XII, Line 2c | The Audit Committee reports to the Board of Directors |
| Pt XII, Line 2c | and presents the annual audit for approval at a full |
| Pt XII, Line 2c | meeting of the board. |
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