Mission
To promote retirement security in the US
Small Public Charity
National Institute on Retirement Security
National Institute on Retirement Security is a Small Public Charity headquartered in Washington, DC. 8 publicly reported grants to this organization, totaling roughly $103K, appear in IRS filings.
EIN: 208705822
Washington, DC
Research Institutes & Public Policy Analysis
NTEE: Y05
Latest filing: 2024
Grant Records8
Funding Total$103K
Filing Years2019–2024
Where $100 goes at National Institute on Retirement Security
How National Institute on Retirement Security divides every $100 it spends, from its own Form 990-EZ filings, averaged across 5 years.
$78
Programs
the work itself
$22
Everything else
operations and overhead
Form 990-EZ reports program spending but doesn't separate management from fundraising, so those are shown together.
Inside the $78 for programs
$78
To promote social welfare by conducting national research, education and outreach programs that foster a deep understanding of the value of retirement security in the US
Source: Form 990-EZ filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Sample Grants Received
$12,500
$12,200
$11,900
$11,600
General support
$12,500
Showing up to 5 of 8 total records — full history available with membership.
Officers & Directors
Director
Alfred Campos
Director
Andrew Sherman
SecretaryTreasurer
Angela Miller-May
Director
Dana Bilyeu
Executive Director
Daniel J Doonan
Director
Hank H Kim Esq
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | — | — | — |
| 2023 | — | — | — |
| 2022 | — | $636K | — |
| 2020 | $856K | $867K | $945K |
| 2019 | $790K | $852K | $1.1M |
Between 2019 and 2020, reported annual revenue grew from $790K to $856K (+8%).
Interactive year-over-year charts and full filing details available with membership.