Insured Retirement Institute Inc
Public records raise at least one point you should look into before giving.
What it says it does
THE MISSION OF THE INSURED RETIREMENT INSTITUTE IS TO: A. TO CHAMPION RETIREMENT SECURITY FOR ALL AMERICANS THROUGH LEADERSHIP IN ADVOCACY, AWARENESS, RESEARCH, AND ADVANCEMENT OF TECHNOLOGY SOLUTIONS WITHIN A COLLABORATIVE INDUSTRY COMMUNITY; ANDB. TO DO SUCH OTHER AND FURTHER THINGS AS MAY SERVE AND PROMOTE THE INDUSTRY AND THE COMMON BUSINESS INTERESTS OF ITS MEMBERSHIP
- Income
- $9.3 million
- Spending
- $9.0 million
- Employees
- 22
- Volunteers
- 40
- Highest pay
- $1.1 million, president and ceo
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. How we rate
Financial health
We do not score finances when yearly spending is very small or the return has too little detail. The ratios stop meaning much at that size.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. How we rate
Governance
This return does not answer enough of the governance questions to score.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (3)
- MEMBERSHIP & ENGAGEMENT:MEMBERSHIP SERVICES PROVIDES EDUCATION AND INFORMATION TO ASSOCIATION MEMBERS. THIS INCLUDES CONFERENCES THAT BRING TOGETHER ASSOCIATION MEMBERS AND OTHERS INTERESTED IN ANNUITY AND RETIREMENT PRODUCTS TO EDUCATE THEM ON CURRENT ISSUES, INCLUDING PRODUCT FEATURES AND BENEFITS.
- ADVOCACY:THE ASSOCIATION'S ADVOCACY PROGRAMS SEEK TO ADVANCE PUBLIC POLICY SOLUTIONS THAT EXPAND ACCESS TO WORKPLACE RETIREMENT PLANS AND PROTECTED INCOME PRODUCTS AND TO ENSURE ACCESS TO CONSUMERS' CHOICE OF PROFESSIONAL FINANCIAL GUIDANCE, AMONG OTHER PRIORITIES.
- OPERATIONS & TECHNOLOGY:THE ASSOCIATION'S OPERATIONS & TECHNOLOGY PROGRAMS SUPPORT THE INDUSTRY'S DEVELOPMENT OF DIGITAL SOLUTIONS FOR THE PURPOSE OF MEETING THE PRODUCT NEEDS AND SERVICE EXPECTATIONS OF FINANCIAL PROFESSIONALS AND CONSUMERS.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(6) business league.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.
Are donations tax-deductible? Caution.
The IRS master file records contributions to this 501(c)(6) business league as not deductible.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending December 2024.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since June 1992.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.