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INDIVIDUAL RETIREMENT RIGHTS ASSOCIATION

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Public IRS 990 nonprofit record

INDIVIDUAL RETIREMENT RIGHTS ASSOCIATION

EIN 87-2448854

What they do

to PROMOTE SOCIAL WELFARE WITHIN THE MEANING of SECTION 501(C)(4) of THE INTERNAL REVENUE CODE of 1986, AS AMENDED, INCLUDING BUT NOT LIMITED to PROTECTING THE RETIREMENT SECURITY of THE AMERICAN PUBLIC THROUGH EDUCATION and ADVOCACY RELATED to INDIVIDUAL RETIREMENT ACCOUNTS and OTHER TAX-EXEMPT PERSONAL SAVINGS VEHICLES. IRRA INITIALLY ADVOCATED and LOBBIED AT THE FEDERAL LEVEL for LEGISLATION SUPPORTING OWNERS and PROVIDERS of ALTERNATIVE INVESTMENT VEHICLES.

Before you give

Should I give to this charity?

Easy charity check
The spending raises an important question

Of every $100 spent, about $0.40 was reported for mission work and $0.00 for fundraising. Understand this before you give.

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 2023The 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 leaders9 people are listed in the latest report.

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

Money made simple

0.29%of revenue went to mission work0.4% of expenses · Program services
$68.04spent for every $100 of revenueRevenue covered expenses this year.
$0.09in assets for every $1 spent this yearSome assets cannot be spent right away.

Ask these three easy questions

  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. 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 $22,550 for JOANNE DUNNE (TREASURER AND SECRETARY). 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 2023

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.

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$60,000
Mission workProgram services$1720.29% of revenue0.4% of expenses
ManagementOffice and general costs0.00% of revenue0.0% of expenses
FundraisingAsking for donations0.00% of revenue0.0% of expenses
Revenue left after expensesReported annual surplus$19,17531.96% of revenueShown in gray on the chart
Total expenses$40,82568.04% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Pause before giving. This filing reports that 0.0% of spending went to fundraising and 0.4% went to mission work. Ask the charity to explain these numbers and show recent results.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails
2023CurrentExpense mix: 0.4% mission · 0.0% management · 0.0% fundraisingTotal expenses: 68.04% of revenue
2022Expense mix: 53.1% mission · 46.9% management · 0.0% fundraisingTotal expenses: 71.49% of revenue
2021Expense mix: 62.6% mission · 37.4% management · 0.0% fundraisingTotal expenses: 114.78% of revenue

Money in and money out

Revenue$60,000
Expenses$40,825
Annual surplus $19,175 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)$172 · 0.4% of expenses
See all reported dollar amounts
Revenue$60,000
Expenses$40,825
Assets$3,686
Mission work (program services)$172
People

Leadership and board

Tax year 2023

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

People reported as paid

Person and titleCompensation
JOANNE DUNNETREASURER AND SECRETARY · 2 hrs/week $22,550
HOWARD KAPLANPRESIDENT UNTIL JUNE 2023 · 1 hrs/week $7,500

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 (9)

JOANNE DUNNETREASURER AND SECRETARY

HOWARD KAPLANPRESIDENT UNTIL JUNE 2023

ADAM BERGMANBOARD MEMBER UNTIL APRIL 2023

ANTHONY CIMINOBOARD MEMBER UNTIL MAY 2023

BRAD SCAFEBOARD MEMBER

DANIEL GLEICHBOARD MEMBER

GARY HIRSCHBOARD MEMBER UNTIL DECEMBER 2023

JASON HELQUISTCHAIRMAN

MAT SORENSENBOARD MEMBER UNTIL APRIL 2023

About this charity

Location
410 N UNION AVE SUITE 220, FARMINGTON, UT 84025
County
Davis
In care of
JASON HELQUIST
Primary officer
JASON HELQUIST, CHAIRMAN

How to reach them

Filing and classification

Latest tax year
2023
Tax period began
January 1, 2023
Return type
990EZ
Tax preparer
JM&M

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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