Retirement Research Foundation
- Assets
- $0.0
- Revenue
- $4.6m
- Investments
- $153.6m
- Employees
- 0
- Location
- Chicago, IL
- Founding
- 09/1976
- Data as of
- 12/2020
- EIN
- 36-2429540
Organization Overview
Retirement Research Foundation is located in Chicago, IL. The organization was established in 1976. According to its NTEE Classification (L22) the organization is classified as: Senior Citizens Housing & Retirement Communities, under the broad grouping of Housing & Shelter and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Retirement Research Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2020, Retirement Research Foundation generated $4.6m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 3 years, the organization has seen revenues fall by an average of (28.5%) each year. All expenses for the organization totaled $13.4m during the year ending 12/2020. You can explore the organizations financials more deeply in the financial statements section below.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Mary O'donnell President | 40 | $0 | |
Nancy Zweibel PHD Program Officer | 40 | $191,391 | |
Amy Eisenstein Program Officer | 40 | $127,659 | |
Anne Posner Program Officer | 40 | $120,351 | |
Serena Bennett Worthington Program Officer | 40 | $112,911 | |
Ruth Ann Watkins Chairperson | 9 | $34,000 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Global Endowment Management | 12/30/21 | $2,194,642 |
Naomi M Stanhaus | 12/30/21 | $136,105 |
Mid-continent Capital | 12/30/21 | $95,781 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $2,074,404 |
| Profit on Inventory Sales | $0 |
| Other Income | -$1,500,102 |
| Total Revenue | $4,600,406 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $448,814 |
| Pension plans, employee benefits | $282,609 |
| Depreciation | $3,533 |
| Occupancy | $125,982 |
| Travel, conferences, and meetings | $36,778 |
| Printing and publications | $252 |
| Total operating and administrative expenses | $4,627,077 |
| Contributions, gifts, grants paid | $8,758,247 |
| Total expenses and disbursements | $13,385,324 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $287,092 |
| Investments—mortgage loans | $0 |
| Investments—other | $123,840,132 |
| Other assets | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
Grants Awarded
Over the last fiscal year, Retirement Research Foundation has awarded $7,856,332 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
GRANTS PAID FOR GENERAL FUNDING PURPOSE: SEE ATTACHMENT A | $7,588,752 |
MATCHING GIFTS PROGRAM PURPOSE: SEE ATTACHMENT C | $267,580 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Retirement Research Foundation has recieved totaling $1,000.
| Awarding Organization | Amount |
|---|---|
Katherine U & Ronald W Takvorian Charitable Foundation Boston, MA PURPOSE: PROGRAM SUPPORT | $1,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
American Senior Communities Group Health Plan Indianapolis, IN | $8,703,398 | $37,045,158 |
Tarrant County Senior Living Center Inc West Des Moines, IA | $161,252,746 | $23,022,366 |
Barton Creek Senior Living Center Inc West Des Moines, IA | $120,925,043 | $23,689,068 |
Kenton Housing Inc Latonia, KY | $68,380,829 | $31,745,821 |
Washington & Jane Smith Community- Orland Park Orland Park, IL | $98,659,201 | $23,019,583 |
Clare Oaks Bartlett, IL | $26,201,984 | $13,279,793 |
Ness Healthcare Nfp Lincolnwood, IL | $31,649,898 | $15,770,291 |
Moosehaven Inc Mooseheart, IL | $55,843,533 | $19,375,610 |
Masonic Home Independent Living Ii Inc Masonic Home, KY | $142,516,912 | $16,410,935 |
Oakwood Village Prairie Ridge Homes Inc Madison, WI | $61,014,266 | $15,535,778 |
Saint Anne Home And Retirment Community Fort Wayne, IN | $21,467,824 | $25,970,139 |
Friends Of Faith Retirement Homes Inc Waterloo, IA | $88,184,689 | $24,765,907 |