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INSURED RETIREMENT INSTITUTE INC

EIN 06-1328907 WASHINGTON, DC

Revenue 2024
$9,282,284
Expenses 2024
$8,994,998

As filed

Subsection
06
Classification
1000
Street
1717 K ST NW STE 900

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

45 other organizations in the IRS Business Master File list the same street address. matched by us

This address is a suite or unit (STE 900). Organizations that share one are often clients of the same office-services firm, accountant or registered agent rather than related to each other.

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

Mission and programs · 2024

Mission

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

Activities or mission (Part I)

TO PROMOTE UNDERSTANDING OF AND ADVOCATE ON ISSUES AFFECTING INSURED RETIREMENT STRATEGIES.

  • 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.

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Bill Lowe

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Bob McGowan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Christie Loftus

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Christopher Grady

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Colbert Narcisse

    DIRECTOR (AS OF 5/24)

    Total calculated
    $0
    Hours/week
    2

  • Colleen Tycz

    DIRECTOR (AS OF 9/24)

    Total calculated
    $0
    Hours/week
    2

  • Corey Walther

    EXECUTIVE OFFICER, VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Craig Hawley

    DIRECTOR (AS OF 8/24)

    Total calculated
    $0
    Hours/week
    2

  • Dev Ganguly

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Doug Brigman

    DIRECTOR (UNTIL 8/24)

    Total calculated
    $0
    Hours/week
    2

  • Dylan Tyson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Eric Henderson

    DIRECTOR (UNTIL 8/24)

    Total calculated
    $0
    Hours/week
    2

  • Graham Day

    DIRECTOR (UNTIL 5/24)

    Total calculated
    $0
    Hours/week
    2

  • Jacob Armstrong

    DIRECTOR (UNTIL 9/24)

    Total calculated
    $0
    Hours/week
    2

  • Jamie Ohl

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Jay Jackson

    DIRECTOR (AS OF 5/24)

    Total calculated
    $0
    Hours/week
    2

  • Jeff Lorenzen

    DIRECTOR (AS OF 8/24)

    Total calculated
    $0
    Hours/week
    2

  • Joe Neary

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Joe Schultz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • John Kennedy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • John Schobel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Jordan Jackson

    DIRECTOR (AS OF 8/24)

    Total calculated
    $0
    Hours/week
    2

  • Joseph Toledano

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Katherine Roy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Kevin Kennedy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

The first 25 listed. Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $9,282,284
    Expenses
    $8,994,998
    Contributions
    $0
    Grants paid
    $0
  • 2023
    Revenue
    $8,367,810
    Expenses
    $8,082,751
    Contributions
    $0
    Grants paid
    $0
  • 2022
    Revenue
    $7,843,936
    Expenses
    $7,440,632
    Contributions
    $0
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $6,870,255
    Expenses
    $6,613,102
    Assets (EOY)
    $7,466,571

  • 2020 · 990

    Revenue
    $6,047,207
    Expenses
    $6,025,741
    Assets (EOY)
    $5,758,706

  • 2019 · 990

    Revenue
    $6,123,809
    Expenses
    $6,584,362
    Assets (EOY)
    $5,282,706

  • 2018 · 990

    Revenue
    $6,416,472
    Expenses
    $6,403,358
    Assets (EOY)
    $5,399,693

  • 2017 · 990

    Revenue
    $6,808,853
    Expenses
    $6,905,320
    Assets (EOY)
    $6,200,807

  • 2016 · 990

    Revenue
    $7,167,643
    Expenses
    $7,257,696
    Assets (EOY)
    $5,616,006

  • 2015 · 990

    Revenue
    $6,349,092
    Expenses
    $6,586,913
    Assets (EOY)
    $4,899,394

  • 2014 · 990

    Revenue
    $6,109,155
    Expenses
    $5,895,783
    Assets (EOY)
    $4,803,562

  • 2013 · 990

    Revenue
    $5,292,618
    Expenses
    $5,750,101
    Assets (EOY)
    $4,411,015

  • 2012 · 990

    Revenue
    not reported
    Expenses
    $5,852,457
    Assets (EOY)
    $4,564,387

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

  • INSURED RETIREMENT INSTITUTE POLITICAL ACTION COMMITTEE

    527 · POLITICAL ACTION COMMITTEE · DC · controlled entity

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Not present in the most recent drop.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 29 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.