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Washington, D.C. · Nonprofit

National Institute on Retirement Security

National Institute on Retirement Security (Washington, D.C.) receives grants from 3 organizations whose IRS filings report $147,100 to it, the largest being AMERICAN FEDERATION OF STATE COUNTY AND MUNICIPAL EMPLOYEES ($94,600). 2 of them have funded it in more than one year.

Revenue FY2022
—
Funders on record
3
Grants received
$147k
Net assets
$0
2/3 repeat funderspeak grant-dependency 5%
01What it does

What National Institute on Retirement Security does

Mission

To promote retirement security in the US

As stated on its FY2024 Form 990-EZ.

Program

  1. 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.

    $0 spent

The program described on its FY2024 Form 990-EZ. Program spending in total: $0.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($907k) Expenses 100 ($812k) Net assets 100 ($563k)2018 Revenue 100 ($903k) Expenses 105 ($850k) Net assets 110 ($617k)2019 Revenue 87 ($790k) Expenses 105 ($852k) Net assets 98 ($554k)2020 Revenue 94 ($856k) Expenses 107 ($867k) Net assets 96 ($543k)2021 Revenue 93 ($842k) Expenses 92 ($750k) Net assets 113 ($636k)2022 Expenses 78 ($636k) Net assets 0 ($0)
201720182019202020212022
Revenue (93)Expenses (78)Net assets (0)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2021 to 2022, from $1.2M to $0 (−100%).

$994k
$975k
$1.1M
$945k
$1.2M
$0
201720182019202020212022
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
ContributionsProgram revenueInvestmentOther

0% of National Institute on Retirement Security’s revenue is contributions — more earned-revenue than three-quarters of its peers (24% for the typical peer).

This organization
Typical peer · 2,039 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 3 of the last 6 reported years ran a deficit.

$95k
’17
$54k
’18
−$63k
’19
−$11k
’20
$93k
’21
−$636k
’22
18
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Chief executive

Daniel J Doonan

Executive Director

Board chair

Kelly L Fox

Chair

As listed on its FY2024 Form 990-EZ.

20172018201920202021
Listed1212101012
Joined·+3+2+1+5
No longer listed·3413
03Who funds it

Who funds it, year by year

2017 → 2022: the base held at 1 funder, grant income rose $11k → $12k.

Funder
'17
'18
'19
'20
'21
'22
'24*
total
AARPunclassified
$33k
funders
1
3
1
1
2
1
1

From the IRS filings of National Institute on Retirement Security’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

National Institute on Retirement Security leans on a few funders — its largest provides 64% of grant income and the top three 100%; half comes from just 1 funder.

the vertical line marks half of all grant income — 1 funder to its left

100% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund National Institute on Retirement Security.

64%
largest funder
100%
top three
~2
effective funders

Largest funder’s share by year: 2017 100% · 2018 46% · 2019 100% · 2020 100% · 2021 55% · 2022 100% — broadly stable.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

100% of National Institute on Retirement Security's grant income comes from Washington, D.C. funders.

DC

In-state vs out-of-state, by year

’17
’18
’19
’20
’21
’22
Washington, D.C. out of state home

Funder states come from each funder’s own filing. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

National Institute on Retirement Security's funding has concentrated — grant income rose while the number of funders held roughly flat.

Revenue growth (annualized)−2% · below the median

this organization peer median middle 50% of peers· 1,935 membership benefit nonprofits under $100k, FY2022

Government funding National Institute on Retirement Security receives

Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $20k on record.

State$20k
09
19
20
By state
  • OR$19k
  • OK$1k

Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.

Organizations like National Institute on Retirement Security

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Washington, D.C.

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Screen this organization

A dated, signed PDF of the compliance screen for National Institute on Retirement Security: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds National Institute on Retirement Security?
National Institute on Retirement Security (Washington, D.C.) receives grants from 3 organizations whose IRS filings report $147,100 to it, the largest being AMERICAN FEDERATION OF STATE COUNTY AND MUNICIPAL EMPLOYEES ($94,600). 2 of them have funded it in more than one year.
How many funders does National Institute on Retirement Security have?
IRS filings report 3 organizations giving $147,100 in grants to National Institute on Retirement Security, 2 of which have funded it in more than one year.
Who is the largest funder of National Institute on Retirement Security?
AMERICAN FEDERATION OF STATE COUNTY AND MUNICIPAL EMPLOYEES is the largest funder on record, with $94,600 in grants. The full list of funders is on this page.
How can an organization like National Institute on Retirement Security find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Washington, D.C.. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

Play a game about who funds National Institute on Retirement Security →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2022 (financials across 2017–2021), and the filings of 3 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing