PENSION RIGHTS CENTER: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PENSION RIGHTS CENTER (EIN 52-1059121)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-15
- IRS object ID
- 201322279349303192
- Schema version
- 2012v2.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-15T12:23:47-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRONZEK FISHER & LOPEZ PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521059121 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PENSION RIGHTS CENTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PENS | NameControl |
| Phone | 2022963776 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KAREN W FERGUSON | Name |
| Title | DIRECTOR/PRESIDENT | Title |
| Phone | 2022963776 | Phone |
| Date Signed | 2013-07-09 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARITH L FISHER | Name |
| Phone | 2025472727 | Phone |
| Date Prepared | 2013-08-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | NANCY J ALTMAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 2081061 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.pensionrights.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1976 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | The Pension Rights Center's mission is to protect and promote the retirement security of American workers, retirees, and their families. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 13 | TotalNbrEmployees |
| Total Nbr Volunteers | 5 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 468877 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2079555 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3253 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1506 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -55000 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 417130 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2081061 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 988011 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 792857 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 172688 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 675175 | OtherExpensePriorYear |
| Other Expenses Current Year | 576851 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1663186 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1369708 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1246056 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 711353 | RevenuesLessExpensesCY |
| Total Assets BOY | 1230125 | TotalAssetsBOY |
| Total Assets EOY | 1946995 | TotalAssetsEOY |
| Total Liabilities BOY | 150689 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 156206 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1079436 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1790789 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | The Pension Rights Center's mission is to protect | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 525026 | Expense |
| Description | PENSION ASSISTANCE: TO PROVIDE TECHNICAL SUPPORT AND LEGAL TRAINING TO REGIONAL PENSION COUNSELING PROJECTS AROUND THE COUNTRY. ALSO TO PROVIDE INFORMATION AND REFERRALS TO INDIVIDUALS WITH RETIREMENT PLAN QUESTIONS AND PROBLEMS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 364296 | Expense |
| Description | PUBLIC POLICY: TO WORK WITH EMPLOYEE, RETIREE, AND WOMEN'S ORGANIZATIONS TO DEVELOP IMPROVED RETIREMENT INCOME POLICIES. TO SUBMIT COMMENTS ON PROPOSED GOVERNMENT REGULATIONS, AND TESTIFY BEFORE CONGRESS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 116291 | Expense |
| Description | PUBLIC EDUCATION ACTIVITIES: TO EDUCATE THE PUBLIC ABOUT RETIREMENT INCOME ISSUES THROUGH THE MEDIA, E-NEWSLETTERS, AND THE CENTER'S WEBSITE. TO PUBLISH AND DISSEMINATE PLAIN LANGUAGE FACT SHEETS ON A WIDE RANGE OF TOPICS RELATED TO PENSIONS AND RETIREMENT SAVINGS PLANS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 22653 | Expense |
| Description | Organizational Capacity: to strengthen the Center's institutional capacity in order to expand its institutional capacity in order to expand its | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 22653 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 1028266 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 17 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 13 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ANGELA WILBURN | NamePerson |
| Telephone Number | 2022963776 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| NANCY J ALTMAN | ||||||
| Chair | 0.50 | X | X | 0 | 0 | 0 |
| DANIEL I HALPERIN | ||||||
| Vice-Chair | 0.50 | X | X | 0 | 0 | 0 |
| MARION H MUDD | ||||||
| Treasurer | 0.50 | X | X | 0 | 0 | 0 |
| REGINA T JEFFERSON | ||||||
| Secretary | 0.50 | X | X | 0 | 0 | 0 |
| JOHN H BIGGS | ||||||
| At-Large | 0.50 | X | 0 | 0 | 0 | |
| OLENA BERG | ||||||
| At-Large | 0.50 | X | 6000 | 0 | 0 | |
| IAN D LANOFF | ||||||
| At-large | 0.50 | X | 0 | 0 | 0 | |
| ALICIA H MUNNELL | ||||||
| At-large | 0.50 | X | 0 | 0 | 0 | |
| KAREN W FERGUSON | ||||||
| Director/President | 40.00 | X | 68000 | 0 | 6800 | |
| KAREN D FRIEDMAN | ||||||
| Executive Vice President | 40.00 | X | 99905 | 0 | 17489 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 173905 | TotalReportableCompFromOrg |
| Total Other Compensation | 24289 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 383664 | GovernmentGrants |
| All Other Contributions | 1695891 | AllOtherContributions |
| Total Contributions | 2079555 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1506 | TotalRevenueColumn |
| Exclusion | $1,506 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2081061 | TotalRevenueColumn |
| Exclusion | $1,506 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 195789 | Total |
| Program Services | 185816 | ProgramServices |
| Management And General | 5370 | ManagementAndGeneral |
| Fundraising | 4603 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 445583 | Total |
| Program Services | 284717 | ProgramServices |
| Management And General | 71726 | ManagementAndGeneral |
| Fundraising | 89140 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44566 | Total |
| Program Services | 27379 | ProgramServices |
| Management And General | 8578 | ManagementAndGeneral |
| Fundraising | 8609 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57756 | Total |
| Program Services | 39509 | ProgramServices |
| Management And General | 7579 | ManagementAndGeneral |
| Fundraising | 10668 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49163 | Total |
| Program Services | 35230 | ProgramServices |
| Management And General | 6411 | ManagementAndGeneral |
| Fundraising | 7522 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28422 | Total |
| Program Services | 6878 | ProgramServices |
| Management And General | 20287 | ManagementAndGeneral |
| Fundraising | 1257 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 280382 | Total |
| Program Services | 240424 | ProgramServices |
| Management And General | 22219 | ManagementAndGeneral |
| Fundraising | 17739 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 140 | Total |
| Program Services | 140 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30631 | Total |
| Program Services | 25161 | ProgramServices |
| Management And General | 1983 | ManagementAndGeneral |
| Fundraising | 3487 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 170269 | Total |
| Program Services | 123232 | ProgramServices |
| Management And General | 21317 | ManagementAndGeneral |
| Fundraising | 25720 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18993 | Total |
| Program Services | 17534 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 1459 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9325 | Total |
| Program Services | 7921 | ProgramServices |
| Management And General | 1334 | ManagementAndGeneral |
| Fundraising | 70 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6972 | Total |
| Program Services | 5284 | ProgramServices |
| Management And General | 665 | ManagementAndGeneral |
| Fundraising | 1023 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6292 | Total |
| Program Services | 4769 | ProgramServices |
| Management And General | 600 | ManagementAndGeneral |
| Fundraising | 923 | Fundraising |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Books, subscrip, membrshps | 23024 | 22654 | 146 | 224 |
| Miscellaneous | 2401 | 1618 | 539 | 244 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1369708 | Total |
| Program Services | 1028266 | ProgramServices |
| Management And General | 168754 | ManagementAndGeneral |
| Fundraising | 172688 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 984970 | BOY |
| EOY | 767796 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 195306 | BOY |
| EOY | 1125687 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 8935 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26926 | BOY |
| EOY | 26488 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 90025 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 82411 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12448 | BOY |
| EOY | 7614 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10475 | BOY |
| EOY | 10475 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1230125 | BOY |
| EOY | 1946995 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 150689 | BOY |
| EOY | 156206 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 150689 | BOY |
| EOY | 156206 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 340368 | BOY |
| EOY | 365346 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 707968 | BOY |
| EOY | 1394343 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31100 | BOY |
| EOY | 31100 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1079436 | BOY |
| EOY | 1790789 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1230125 | BOY |
| EOY | 1946995 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 711353 | ReconcilationRevenueExpenses |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | true | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 594954 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 656128 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 368264 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 484877 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2079555 | CurrentTaxYear |
| Total | 4183778 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 594954 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 656128 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 368264 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 484877 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2079555 | CurrentTaxYear |
| Total | 4183778 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1471863 | AmountsSubstContributorsTotal |
| Public Support Total170 | 2711915 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15511 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9845 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5045 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3253 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1506 | CurrentTaxYear |
| Total | 35160 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 4218938 | TotalSupport |
| Public Support Pertcentage170 | 0.64280 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.31330 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| Public Support Total509 | 0 | PublicSupportTotal509 |
| Public Support Percentage509 | 0 | PublicSupportPercentage509 |
| Investment Income Percentage | 0 | InvestmentIncomePercentage |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 397 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 8877 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 9274 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1360434 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1369708 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 211971 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 52993 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 236375 | CurrentYearMinus3 |
| Current Year Minus2 | 246066 | CurrentYearMinus2 |
| Current Year Minus1 | 233159 | CurrentYearMinus1 |
| Current Year | 211971 | CurrentYear |
| Total | 927571 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,391,357 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 14468 | CurrentYearMinus3 |
| Current Year Minus2 | 30241 | CurrentYearMinus2 |
| Current Year Minus1 | 7739 | CurrentYearMinus1 |
| Current Year | 9274 | CurrentYear |
| Total | 61722 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 59094 | CurrentYearMinus3 |
| Current Year Minus2 | 61517 | CurrentYearMinus2 |
| Current Year Minus1 | 58290 | CurrentYearMinus1 |
| Current Year | 52993 | CurrentYear |
| Total | 231894 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $347,841 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 3206 | CurrentYearMinus3 |
| Current Year Minus2 | 1028 | CurrentYearMinus2 |
| Current Year | 397 | CurrentYear |
| Total | 4631 | Total |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 31100 | BeginningOfYearBalance |
| End Of Year Balance | 31100 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 31100 | BeginningOfYearBalance |
| End Of Year Balance | 31100 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 31100 | BeginningOfYearBalance |
| End Of Year Balance | 31100 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 31100 | BeginningOfYearBalance |
| End Of Year Balance | 31100 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 31100 | BeginningOfYearBalance |
| End Of Year Balance | 31100 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 16135 | OtherCostOrOtherBasis |
| Depreciation | 15551 | Depreciation |
| Book Value | 584 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 73890 | OtherCostOrOtherBasis |
| Depreciation | 66860 | Depreciation |
| Book Value | 7030 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 7614 | TotalOfBookValueLandBuildings |
| Tot Revenue Etc Audited Fincl Stmt | 2179642 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 98581 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 98581 | RevenueNotRptdF990 |
| Revenue Subtotal | 2081061 | RevenueSubtotal |
| Total Revenue Per Form990 | 2081061 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1468289 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 98581 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 98581 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1369708 | ExpensesSubtotal |
| Total Expenses Per Form990 | 1369708 | TotalExpensesPerForm990 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (35 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt VI, Line 11b | The Form 990 is reviewed and approved by the Pension |
| Rights Center's finance & audit committees and an electronic | |
| copy of the final Form 990 is sent to the full Board prior | |
| to filing it with the IRS. | |
| Pt VI, Line 12c | The Pension Rights Center's Board members & staff sign an Annual |
| Compliance Statement that states that they: have received | |
| a copy of the Pension Rights Center's Conflicts of | |
| Interest Policy, read and understand, agree to comply with | |
| the policy, and understand that the Pension Rights Center | |
| is a charitable and educational organization and in | |
| order to maintain its federal tax exemption it must | |
| engage primarily in activities which accomplish one or | |
| more of its tax exempt purposes. In addition, the policy | |
| is reviewed at the Board's January meeting and is amended | |
| by Board vote, as needed. | |
| Pt VI, Line 15a | The Board Finance Committee meets annually, prior to its |
| Pt VI, Line 15b | January Board meeting to review all staff salaries for |
| the upcoming year. It makes salary recommendations, that based | |
| on salaries for comparable organizations, are presented for | |
| full Board approval at the January Board meeting. In 2012, | |
| the Finance Committee met in January, finalizing | |
| recommendations that it made to the full Board at the meeting | |
| that was held in January. The Board approved the | |
| recommended salaries by a voice vote, without any opposition. | |
| Pt VI, Line 19 | Documents listed on lines 18 & 19 are available upon request |
| during normal business hours. | |
| 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: TO STRENGTHEN THE CENTER'S 22653. 0. 0. |
| Pt XII, Line 2c | The Pension Rights Center has an Audit Committee that |
| oversees the annual audit and the selection of an | |
| independent audit firm that conducts the annual audit. | |
| The Audit Committee reports to the Board of Directors | |
| and presents the annual audit for approval at a full | |
| meeting of the board. |
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