PARTNERSHIP TO PROTECT OUR RETIREMENT FUTURE

EIN: 843655873

ALEXANDRIA, VA

Total Revenue
$862,025
Total Expenses
$862,025
Total Assets
N/A
Net Assets
N/A
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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2019
Legal Domicile
VA
Principal Officer
EILEEN GREENBERG
Phone
2023426000
Tax Period
2019-11-14 to 2020-10-31

PARTNERSHIP TO PROTECT OUR RETIREMENT FUTURE, founded in 2019, is a small nonprofit that reported $862K in total revenue in fiscal year 2019.

Mission

TO FURTHER THE COMMON GOOD AND GENERAL WELFARE OF U.S. CITIZENS BY ENGAGING IN EDUCATION & ADVOCACY EFFORTS TO PROTECT RETIREMENT ACCOUNTS OF AMERICANS FROM EXCESSIVE TAXATION

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $862,025
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $862,025

Expense Breakdown

Grants Paid $4,000
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $691,847
Other Expenses $858,025
TOTAL EXPENSES $862,025

Year-over-Year Comparison

2019 2018 Change
Revenue $862,025 N/A N/A
Expenses $862,025 N/A N/A
Net Income $0 $0 N/A
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
1
Independent Members
1
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
2
$0
Total Directors
1
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Eileen Greenberg DIRECTOR/PRESIDENT/SECRETARY 1.0
Officer Director
$0 $0 $0
Amy Gilbert Treasurer 1.0
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2020 $862,025 $862,025 No data No data
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