RETIREMENT INCOME INDUSTRY ASSOCIATION Charity Report

Public IRS 990 nonprofit record

RETIREMENT INCOME INDUSTRY ASSOCIATION

EIN 20-3394934 · Chambers of Commerce & Business Leagues (S41)

What they do

THE RETIREMENT INCOME INDUSTRY ASSOCIATION is A TRADE ASSOCIATION for THE RETIREMENT INCOME INDUSTRY, WHICH CONSISTS of FIRMS and INDIVIDUALS THAT PROVIDE SERVICES or PRODUCTS WITH RESPECT to INCOME ACCUMULATION and DISTRIBUTION for RETIRED INDIVIDUALS. RIIA SERVES AS A FORUM and FACILITATOR for UNDERSTANDING, and DEVELOPING SOLUTIONS for RETIREMENT INCOME ACCUMULATION and DISTRIBUTION ISSUES. RIIAS PRIMARY ACTIVITY is to HOST TOPICAL CONFERENCES and WORKSHOPS ON RELEVANT RETIREMENT ISSUES and DEVELOPMENTS. RIIA ALSO CREATES AWARENESS of RETIREMENT INCOME ISSUES and DEVELOPMENTS AMONG ITS MEMBERS, OTHER FINANCIAL SERVICES, PROFESSIONALS, THE GENERAL PUBLIC, and GOVERNMENT REGULATORY AUTHORITIES and LEGISLATORS THROUGH MEDIA OUTREACH, EDUCATION and RESEARCH ACTIVITIES.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $82.70 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2017The report may be old. Ask for a newer one.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders15 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

86.80%of revenue went to mission work82.7% of expenses · Program services

$31.82spent for every $100 of revenueRevenue covered expenses this year.

18.15%of revenue went to management and office costs17.3% of expenses

30.7%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $270,193 for FRANCOIS GADENNE (EXECUTIVE DIRECTOR, CEO, BOARD MEMBER). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2017

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$418,690

Mission workProgram services$363,40686.80% of revenue82.7% of expenses

ManagementOffice and general costs$76,00518.15% of revenue17.3% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Total expenses$439,411104.95% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Money in and money out

Revenue$1,314,306

Expenses$418,207

Annual surplus $896,099 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$363,406 · 86.9% of expenses

Management and office costs$76,005 · 18.2% of expenses

See all reported dollar amounts

Revenue$1,314,306

Expenses$418,207

Contributions$403,012

Mission work (program services)$363,406

Accounting fees$15,317

People

Leadership and board

Tax year 2017

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

FRANCOIS GADENNEEXECUTIVE DIRECTOR, CEO, BOARD MEMBER · 50 hrs/week $270,193Base $114,640 · Other $155,553

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (15)

FRANCOIS GADENNEEXECUTIVE DIRECTOR, CEO, BOARD MEMBER

ADAM BRYANBOARD MEMBER

AL TURCOBOARD COUNSEL

BABU SIVADASANBOARD MEMBER

BRAD DAVISBOARD MEMBER

DANIEL M KEADYBOARD MEMBER

EDWARD FARRINGTONBOARD MEMBER

IAN SHERIDANBOARD MEMBER

JAMES OSHAUGNESSYBOARD MEMBER

JOAN BOROSSECRETARY, BOARD MEMBER AT LARGE

MICHAEL DOSHIERBOARD MEMBER

RON MASTROGIOVANNIBOARD MEMBER

STEVE SAXONBOARD MEMBER AT LARGE

UDO FRANKTREASURER

WILLIAM J HUNTERBOARD MEMBER

About this charity

Recognized since: January 2006
Location: 101 FEDERAL ST STE 1900, BOSTON, MA 02110-1861
County: Suffolk
In care of: FRANCOIS GADENNE
Primary officer: FRANCOIS GADENNE, EXECUTIVE DIRECTOR

How to reach them

WebsiteVisit the charity’s website Phone(617) 342-7390

Filing and classification

Latest tax year: 2017
Tax period began: January 1, 2017
Return type: 990
Tax preparer: NARDELLA & TAYLOR LLP
NTEE classification: Chambers of Commerce & Business Leagues (S41)
IRS tax category: Chambers of Commerce & Business Leagues