INSURED RETIREMENT INSTITUTE INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- INSURED RETIREMENT INSTITUTE INC (EIN 06-1328907)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-10-18
- IRS object ID
- 201202929349300400
- Schema version
- 2011v1.2
- 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 | 2012-10-18T06:47:24-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4250 N FAIRFAX DRIVE SUITE 1020 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 22203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061328907 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSURED RETIREMENT INSTITUTE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | INSU | NameControl |
| Phone | 2024693000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 NEW YORK AVENUE NW NO 825 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CATHERINE J WEATHERFORD | Name |
| Title | PRESIDENT & CEO | Title |
| Phone | 2024693000 | Phone |
| Date Signed | 2012-10-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NATHANIEL BARTHOLOMEW | Name |
| PTIN | P00007511 | PTIN |
| Phone | 5712279500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CATHERINE J WEATHERFORD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 NEW YORK AVENUE NW NO 825 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5705194 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.IRIONLINE.ORG | WebSite |
| Type Of Organization Association | X | TypeOfOrganizationAssociation |
| Year Formation | 1991 | YearFormation |
| State Legal Domicile | CT | StateLegalDomicile |
| Activity Or Mission Description | TO PROMOTE UNDERSTANDING OF AND ADVOCATE ON ISSUES AFFECTING INSURED RETIREMENT STRATEGIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 22 | NbrIndependentVotingMembers |
| Total Nbr Employees | 18 | TotalNbrEmployees |
| Total Nbr Volunteers | 23 | TotalNbrVolunteers |
| Total Gross UBI | 10500 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 1965 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 4674836 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 5676449 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4560 | InvestmentIncomePriorYear |
| Investment Income Current Year | 6645 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1581 | OtherRevenuePriorYear |
| Other Revenue Current Year | 22100 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4680977 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5705194 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2920540 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2712135 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2397477 | OtherExpensePriorYear |
| Other Expenses Current Year | 2540747 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5318017 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5252882 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -637040 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 452312 | RevenuesLessExpensesCY |
| Total Assets BOY | 4210290 | TotalAssetsBOY |
| Total Assets EOY | 4250151 | TotalAssetsEOY |
| Total Liabilities BOY | 3027633 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2615182 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1182657 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1634969 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 1 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | CONFERENCESCONFERENCES BRING TOGETHER MEMBERS AND OTHERS INTERESTED IN ANNUITY AND VARIABLE LIFE PRODUCTS TO EDUCATE THEM ON CURRENT ISSUES, PRODUCT FEATURES AND BENEFITS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MEMBER SERVICESMEMBERSHIP SERVICES PROVIDES EDUCATION AND INFORMATION TO ASSOCIATION MEMBERS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PUBLICATIONSTHE 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. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PREMIER ALLIANCE PROGRAMTHIS 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 1 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 10 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 18 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 22 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2024693000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 NEW YORK AVE NW SUITE 825 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (30 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| JAMES SHEPHERDSON | ||||||||
| CHAIR | 2.00 | X | 0 | 0 | 0 | |||
| JOSEPH D'AGOSTINO | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| LYNNE FORD | ||||||||
| VICE-CHAIR | 2.00 | X | 0 | 0 | 0 | X | ||
| GEORGE GATCH | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| MARK CASADY | ||||||||
| PAST CHAIR | 2.00 | X | 0 | 0 | 0 | X | ||
| WILLIAM LOEHNING | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| JOHN MULHALL | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| THOMAS STREIFF | ||||||||
| SECRETARY | 2.00 | X | 0 | 0 | 0 | X | ||
| TERRY MULLEN | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| MARC COSTANTINI | ||||||||
| TREASURER | 2.00 | X | 0 | 0 | 0 | X | ||
| JOHN PAPADOPULOS | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| ROBERT ARENA | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| STEPHEN PELLETIER | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| GARY BHOJWANI | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| R LAWRENCE ROTH | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| CHRISTOPHER BLUNT | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| BRIAN SHEA | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| VALERIE BROWN | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| ROBERT SOLLMANN | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| JOHN CARTER | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| CINDY VOGL | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| GREG CICOTTE | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| CATHERINE WEATHERFORD | ||||||||
| PRESIDENT & CEO | 40.00 | 724928 | 0 | 33125 | X | |||
| CHRIS RAUCH | ||||||||
| SENIOR MANAGER | 40.00 | 0 | 0 | 0 | X | |||
| J LEE COVINGTON | ||||||||
| SENIOR VP & GENERAL COUNSEL | 40.00 | 352850 | 0 | 25613 | X | |||
| JOHN LITTLE | ||||||||
| COO & SVP OF FEDERAL AFFAIRS | 40.00 | 253950 | 0 | 12136 | X | |||
| KAREN ALVARADO | ||||||||
| VP OF REGULATORY AFFAIRS & COMPLIANCE | 40.00 | 180402 | 0 | 20885 | X | |||
| DANIELLE HOLLAND | ||||||||
| VP OF COMMUNICATIONS & RESEARCH | 40.00 | 144583 | 0 | 16354 | X | |||
| BRAD MASCHO | ||||||||
| VP OF MEMBERSHIP & EMERGING MEDIA | 40.00 | 140000 | 0 | 19627 | X | |||
| CHRIS PAULITZ | ||||||||
| SVP OF MARKETING & PUBLIC AFFAIRS | 40.00 | 125566 | 0 | 11370 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1922279 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 139110 | TotalOtherCompensation |
| Number Individuals GT100 K | 7 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SOURCE MEDIA | |||||
| PO BOX 71633 | CHICAGO | IL | 60694 | CUSTOM MEDIA CONSULTANT | 184275 |
| LEADING AUTHORITIES | |||||
| 1990 M STREET NW 8TH FLOOR | WASHINGTON | DC | 20036 | SPEAKER BUREAU | 170199 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEMBERSHIP DUES | 611710 | 3467050 | 3467050 |
| CONFERENCES | 611710 | 1252772 | 1252772 |
| PREMIER ALLIANCE PROGR | 611710 | 722500 | 722500 |
| INDUSTRY WIDE TRAINING | 611710 | 204961 | 204961 |
| CERTIFICATION SALES | 611710 | 14950 | 14950 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14216 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3716 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 10500 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 5676449 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6645 | TotalRevenueColumn |
| Exclusion | $6,645 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 22100 | TotalRevenueColumn |
| Exclusion | $22,100 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 22100 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5705194 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5665949 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 10500 | UnrelatedBusinessRevenue |
| Exclusion | $28,745 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 993057 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1512130 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34495 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57264 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115189 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18324 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76127 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 97906 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 475904 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19855 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 208905 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20630 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 359009 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88700 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 950836 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105360 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27330 | Total |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| MEMBERSHIP EXPENSE | 47085 |
| PROFESSIONAL DEVELOPMEN | 44776 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5252882 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2607880 | BOY |
| EOY | 1770638 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 749117 | BOY |
| EOY | 1755748 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40038 | BOY |
| EOY | 49878 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 219449 | BOY |
| EOY | 53772 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 681017 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 431413 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 256242 | BOY |
| EOY | 249604 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 337564 | BOY |
| EOY | 370511 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4210290 | BOY |
| EOY | 4250151 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 106314 | BOY |
| EOY | 125965 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2591578 | BOY |
| EOY | 2126529 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 329741 | BOY |
| EOY | 362688 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3027633 | BOY |
| EOY | 2615182 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1182657 | BOY |
| EOY | 1634969 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1182657 | BOY |
| EOY | 1634969 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4210290 | BOY |
| EOY | 4250151 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 452312 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nondeduct | 0 | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | 0 | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | 1 | AgreeToCarryoverPriorYear |
| Dues Assessments | 3467050 | DuesAssessments |
| Non Ded Lobby Political Current | 317196 | NonDedLobbyPoliticalCurrent |
| Non Ded Lobby Political Carryover | 520564 | NonDedLobbyPoliticalCarryover |
| Non Ded Lobby Political Total | 837760 | NonDedLobbyPoliticalTotal |
| Aggr Amt Reported In Dues Notices | 312035 | AggrAmtReportedInDuesNotices |
| Amount To Be Carried Over | 525725 | AmountToBeCarriedOver |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 493795 | OtherCostOrOtherBasis |
| Depreciation | 367494 | Depreciation |
| Book Value | 126301 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 187222 | OtherCostOrOtherBasis |
| Depreciation | 63919 | Depreciation |
| Book Value | 123303 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 249604 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DEPOSIT | 7823 |
| DEFERRED COMPENSATION | 362688 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 370511 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED COMPENSATION | Description |
| Amount | $362,688 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 362688 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | INSURED RETIREMENT INSTITUTE, INC. HAS ADOPTED THE INCOME TAX STANDARD FOR UNCERTAIN INCOME TAX POSITIONS. INSURED RETIREMENT INSTITUTE, INC. HAS EVALUATED ITS TAX POSITIONS AND DETERMINED THAT THEY ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION. 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. THE TAX RETURNS FOR THE FISCAL YEARS ENDED 2008 THROUGH 2010 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (6 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CATHERINE WEATHERFORD | |||||||||||||
| 539928 | 0 | 185000 | 0 | 0 | 0 | 10500 | 0 | 22625 | 0 | 758053 | 0 | 0 | 0 |
| J LEE COVINGTON | |||||||||||||
| 306500 | 0 | 46350 | 0 | 0 | 0 | 9666 | 0 | 15947 | 0 | 378463 | 0 | 0 | 0 |
| JOHN LITTLE | |||||||||||||
| 228750 | 0 | 25200 | 0 | 0 | 0 | 8420 | 0 | 3716 | 0 | 266086 | 0 | 0 | 0 |
| KAREN ALVARADO | |||||||||||||
| 166802 | 0 | 13600 | 0 | 0 | 0 | 5909 | 0 | 14976 | 0 | 201287 | 0 | 0 | 0 |
| DANIELLE HOLLAND | |||||||||||||
| 129083 | 0 | 15500 | 0 | 0 | 0 | 451 | 0 | 15903 | 0 | 160937 | 0 | 0 | 0 |
| BRAD MASCHO | |||||||||||||
| 125000 | 0 | 15000 | 0 | 0 | 0 | 4193 | 0 | 15434 | 0 | 159627 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4A | ReturnReference |
| Explanation | CHRIS PAULITZ, SERVERANCE PAYMENT - $36,050 | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| NEW PROGRAM SERVICES | FORM 990, PART III, LINE 2 | INSURED RETIREMENT INSTITUTE, INC. UNDERTOOK A NEW PROGRAM CALLED "PREMIER 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. |
| FORM 990, PART VI, SECTION A, LINE 1 | THERE SHALL BE AN EXECUTIVE COMMITTEE COMPOSED OF THE CHAIRMAN, IMMEDIATE PAST CHAIRMAN, PRESIDENT, VICE CHAIRMAN, TREASURER, SECRETARY AND SUCH OTHER DIRECTORS AS SHALL BE DETERMINED BY THE CHAIRMAN AND/OR THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL CONDUCT THE AFFAIRS OF THE ASSOCIATION IN ACCORDANCE WITH ITS CERTIFICATE OF INCORPORATION AND BY-LAWS AND THE POLICIES AND INSTRUCTIONS OF THE BOARD OF DIRECTORS. IT SHALL BE RESPONSIBLE FOR THE MANAGEMENT OF THE ASSOCIATION BETWEEN MEETINGS OF THE BOARD OF DIRECTORS. THE COMMITTEE SHALL BE RESPONSIBLE FOR DEVELOPING AN ANNUAL BUDGET FOR FINANCING OF THE ASSOCIATION FOR THE COMING CALENDAR YEAR AND RECOMMENDING SAID BUDGET TO THE BOARD OF DIRECTORS. THE COMMITTEE SHALL MEET UPON THE CALL OF ANY OF ITS MEMBERS, STATING THE TIME AND PLACE OF THE MEETING. A MAJORITY OF THE COMMITTEE, PRESENT IN PERSON OR BY MEANS OF CONFERENCE TELEPHONE OR SIMILAR COMMUNICATIONS EQUIPMENT, SHALL CONSTITUTE A QUORUM FOR THE PURPOSE OF TRANSACTING BUSINESS. | |
| FORM 990, PART VI, SECTION A, LINE 3 | INSURED RETIREMENT INSTITUTE, INC. CONTRACTS WITH VERIS CONSULTING, INC. TO PERFORM ANY MANAGEMENT DUTIES. | |
| FORM 990, PART VI, SECTION A, LINE 6 | INSURED RETIREMENT INSTITUTE, INC. HAS ONLY ONE CLASS OF MEMBERS. ANY PERSON OR ENTITY THAT HAS AN INTEREST IN INSURED RETIREMENT STRATEGIES MAY BE ELIGIBLE TO BECOME A MEMBER OF THE CORPORATION. | |
| FORM 990, PART VI, SECTION A, LINE 7A | EACH MEMBER SHALL BE ENTITLED TO ONE VOTE FOR THE ELECTION OF DIRECTORS OF THE CORPORATION. | |
| FORM 990, PART VI, SECTION B, LINE 11 | AN INDEPENDENT ACCOUNTANT WILL PROVIDE THE COMPLETED 990 TO INSURED RETIREMENT INSTITUTE, INC. 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 12C | THE 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 15 | A CONSULTANT WAS ENGAGED TO WRITE JOB DESCRIPTIONS WITH COMPENSATION LEVELS FOR ALL POSITIONS. THIS WAS LAST DONE IN JANUARY 2009, AND SALARIES HAVE BEEN MODESTLY INCREASED FOR INFLATION AND MERIT SINCE THEN. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSURED RETIREMENT INSTITUTE POLITICAL ACTION COMMITTEE | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 NEW YORK AVENUE NW STE 825 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273719919 | EIN |
| Primary Activities | POLITICAL ACTION COMMITTEE | PrimaryActivities |
| Legal Domicile State | DC | LegalDomicileState |
| Exempt Code Section | 527 | ExemptCodeSection |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSURED RETIREMENT INSTITUTE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 1 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Comments